Barrons 14-03-22

TIME TO BARGAIN-HUNT IN HEALTHCARE, BANKS • PAGE 15
VOL. CII NO. 11 MARCH 14, 2022 $5.00
PUTIN’S
LO NELY WAR
IS JUST
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THE BEGINNING
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How the catastrophe

could change
th e wor ld ord er— a n d
re in in tyrants
PAGE 20
The challenges—and
oppor t u n i ti es— for
U.S . e n e rg y
PAGE 25
>
63142
C O N T ENTS 03.1 4.22 VOL.CII NO.11
P. 15 P. 20 P. 34
An Opportunity for Tech Trader: Insights

Long-Term Investors Adapting to a Changing World From Apple’s Event
The fundamental outlook hasn’t Cover Story: The war and the response to it could diminish living standards throughout By ERIC J. SAVITZ
changed for certain industries. the West while reshaping the geopolitical landscape. But the pushback against autocrats
By NICHOLAS JASINSKI could also set the world on a better path. By MATT PETERSON P. 35
P. 7 P. 25
Economy: Inflation Is
How the U.S. Can Help Tame Oil Prices: Ramping up investment in renewables Worse Than It Looks
Up & Down Wall Street: makes good sense, given the unfavorable economics of shale drilling. By AVI SALZMAN By LISA BEILFUSS
The Odds of Recession
By RANDALL W. FORSYTH P. 27 P. 39
An Energy-Focused, Eco-Friendly Stock: Norway’s Equinor is well positioned to
P. 11 benefit from Europe’s shift away from Russian oil. By ANDREW BARY
Trader: Despite It All,
Markets Show Stability
Streetwise: Talking By BEN LEVISOHN
Bull About Bitcoin
By JACK HOUGH P. 42
P. 14
Euro Trader: Defense
Stocks Worth a Look
The Logic Behind By RUPERT STEINER
Amazon’s Stock Split
Follow-Up: Here are six other P. 42

companies that could follow suit.
By ERIC J. SAVITZ
Emerging Markets:
Weaning Off Russia
P. 17 By CRAIG MELLOW
Pricier Food Benefits P. 43

Pesticide Maker FMC
The stock could gain 30% thanks

Striking Price: Placing
to a solid growth outlook. Bets on Tesla and NOV
By AL ROOT By STEVEN M. SEARS
P. 18 P. 44
Apple Won’t Crush The 7.9% spike in inflation translates into declines of 2.6% in real pay for American workers. Commodities: Ways to
Jamf’s Growth Stake a Claim in Gold
Sizing Up Small-Caps: The TIME TO BARGAIN-HUNT IN HEALTHCARE, BANKS• PAGE 15
P. 30 P. 36 By MYRA P. SAEFONG
software firm is ripe for a rebound.
By JACOB SONENSHINE
VOL. CII
PUTIN’ S
NO. 11 MARCH 14, 2022 $5.00
Finding Small Stocks A Champion for

LONELY WAR
IS JUST
THE BEGINNNING
With Big Potential Decarbonization Barron’s Roundtable
P. 29 Profile: This mid-cap fund starts Q&A: Carbon Direct’s Nili Gilbert
How the catastrophe
could change
on Fox Business
the world order–and
rein in tyrants
PAGE 20
The challenges–and
its hunt in the small-cap arena. is an impact investor focused on

opportunities–for
Tesla, Apple, and

U.S. energy
PAGE 25
>
63142
By DEBBIE CARLSON achieving net-zero emissions. Watch our weekly TV show

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The Back Story: Companies that P. 32 11:30 a.m. ET. This week, insights
Stefani Reynolds/AFP via Getty Images

control their own production have from cybersecurity expert
skirted supply-chain problems.
Funds: Russia Rattles SPECIAL PULLOUT Christopher Krebs on threats tied
© 2022 Dow Jones & Company,
By KENNETH G. PRINGLE
Inc. All Rights Reserved. the ESG Calculus America’s Top 1200 to the war in Ukraine.
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P. 74
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4 BARRON’S March 14, 2022
I N D EX
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A Abbott Laboratories . . . . . . . . . . . . . . . . . . . . . . . 16 HeidelbergCement . . . . . . . . . . . . . . . . . . . . . . . . . 37 Janus Henderson Group . . . . . . . . . . . . . . . . . . . 45 Lowe's Cos. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Accenture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Hess . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 JD.com . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Lukoil . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Advance Auto Parts . . . . . . . . . . . . . . . . . . . . . 33,40 HP Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Johnson & Johnson . . . . . . . . . . . . . . . . . . . . . . . . 13
Agilent Technologies . . . . . . . . . . . . . . . . . . . . . . . 13 JPMorgan Chase . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Alphabet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,14,45 I Idexx Laboratories . . . . . . . . . . . . . . . . . . . . . . . . 31 M Mandiant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,45
Amazon.com . . . . . . . . . . . . . . . . . . . . . . . 12,14,34,40 International Seaways . . . . . . . . . . . . . . . . . . . . . 42 Mastercard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
American Express . . . . . . . . . . . . . . . . . . . . . . . . . 13 Invesco . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 K Kohl's . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 McDonald's . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,32
Apple . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,14,18,34 Merck . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
AutoZone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 L Lennar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13,33 Mettler-Toledo International . . . . . . . . . . . . . . . 16
J Jamf Holding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Liberty Oilfield Services . . . . . . . . . . . . . . . . . . . 26 MongoDB . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Monolithic Power Systems . . . . . . . . . . . . . . . . . 31
B BAE Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Bank of America . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 N Natera . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Baxter International . . . . . . . . . . . . . . . . . . . . . . . 16 Navigator Holdings . . . . . . . . . . . . . . . . . . . . . . . . 42
Bayer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Netflix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Bed Bath & Beyond . . . . . . . . . . . . . . . . . . . . . 12,47 Nokia . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Berkshire Hathaway . . . . . . . . . . . . . . . . . . . . . . . 12 Norilsk Nickel Mining & Metallurgical . . . . . 32
BlackRock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 NOV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Rupert Murdoch Executive Chairman, News Corp
Blackstone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 NXP Semiconductors . . . . . . . . . . . . . . . . . . . . . . 33
Robert Thomson CEO, News Corp Almar Latour CEO, Dow Jones
Block . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Booking Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . 14 SENIOR VICE PRESIDENT, BARRON’S GROUP Mae M. Cheng
BP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 O Oasis Petroleum . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
ASSOCIATE PUBLISHER, BARRON’S GROUP Dan Shar
Bumble . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Occidental Petroleum . . . . . . . . . . . . . . . . . 12,16,33
MANAGING EDITORS, BARRON’S GROUP Jeremy Olshan, Dave Pettit
Old Dominion Freight Line . . . . . . . . . . . . . . . . 33
O'Reilly Automotive . . . . . . . . . . . . . . . . . . . . . . . . 14
C Calix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Cano Health . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 EDITOR IN CHIEF David Cho
Chemring Group . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 EXECUTIVE EDITOR Bob Rose SENIOR MANAGING EDITOR Lauren R. Rublin P Pfizer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Cheniere Energy . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Polyus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Chevron . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Alex Eule, Ben Levisohn
DEPUTY EDITORS
Chewy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 EDITORIAL DIRECTOR, MAGAZINE Phil Roosevelt
Chipotle Mexican Grill . . . . . . . . . . . . . . . . . . . . . 14 R Rheinmetall . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Citigroup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Matt Bemer MANAGING EDITOR, FEATURES Jeffrey Cane
MANAGING EDITOR, DIGITAL
RLX Technology . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Coca-Cola . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32,49 MANAGING EDITOR, ENTERPRISE Brian Hershberg MANAGING EDITOR, NEWS Joe Woelfel
Cooper Cos. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Corteva . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 ASSISTANT MANAGING EDITORS Henry Cutter, Mel Gray, Anita Hamilton, Mary Romano, Robert Sabat
S Sberbank . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Coupa Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 ASSOCIATE EDITORS Andrew Bary, Daren Fonda, Randall W. Forsyth, Jack Hough, Reshma Kapadia, Eric J. Savitz Schlumberger . . . . . . . . . . . . . . . . . . . . . . . . . . . 16,47
Crocs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Shell . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
CrowdStrike Holdings . . . . . . . . . . . . . . . . . . . . . 49 SENIOR WRITERS Bill Alpert, Lisa Beilfuss, Lauren Foster, Al Root, Avi Salzman, Silvergate Capital . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Alexandra Scaggs, Lawrence C. Strauss SPDR S&P Regional Banking . . . . . . . . . . . . . 16
Starbucks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
D Dell Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . 34 REPORTERS Luisa Beltran, Megan Cassella, Janet H. Cho, Jack Denton, Carleton English, Sabrina Escobar, SVB Financial Group . . . . . . . . . . . . . . . . . . . . . . 31
DiDi Global . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Nicholas Jasinski, Callum Keown, Evie Liu, Shaina Mishkin, Josh Nathan-Kazis, Teresa Rivas, Lina Saigol,
DocuSign . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Connor Smith, Jacob Sonenshine, Karishma Vanjani
Dollar General . . . . . . . . . . . . . . . . . . . . . . . . . . 13,45 T Tesla . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Dollar Tree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 STORY EDITORS Camilla Imperiali, Ed Lin, Erin McCarthy, Stacy Ozol, Rupert Steiner (London bureau chief) Total Energy Services . . . . . . . . . . . . . . . . . . . . . 28
COPY DESK Michael J. Burlingham, Richard Rescigno, Robert Teitelman Tractor Supply . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Turtle Beach . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
E Eli Lilly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 IDEAS EDITOR Matt Peterson
Equinor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Exxon Mobil . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 DEPUTY DIGITAL MANAGING EDITOR Zoe Szathmary V Vail Resorts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
SENIOR AUDIO MANAGER Mette Lützhøft DIGITAL PRODUCERS Robert Cushing, Clare McKeen, Malak Saleh Visa . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
F FedEx . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 DIRECTOR, DESIGN & VISUALS Kristin Lenz DESIGN DIRECTOR Chelsea Schiff
Fifth Third Bancorp . . . . . . . . . . . . . . . . . . . . . . . 49 ART DIRECTORS Robert Connolly, Nick Hallam, Sue Ng W Wells Fargo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Fix Price Group . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Whiting Petroleum . . . . . . . . . . . . . . . . . . . . . . . . . 12
FMC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 DIRECTOR OF PHOTOGRAPHY Sarina Finkelstein PHOTO EDITORS Halie Chavez, Nicole Silver
Ford Motor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 RESEARCH DIRECTOR Pauline Yuelys RESEARCHER Dan Lam
Franklin DynaTech . . . . . . . . . . . . . . . . . . . . . . . . 15 Y York Water . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
STATISTICS MANAGER Michael T. Kokoszka STATISTICIAN Darren Chima Yum China . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
G GameStop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,13 MANAGER, ADVERTISING SERVICES James H. Balmer ASSOCIATE MANAGER Ward S. McGuiness
Gazprom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27, 42 NEWS [email protected] STATISTICS [email protected] CUSTOMER SERVICE 800-544-0422
General Electric . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 GLOBAL HEAD, WEALTH & ASSET MANAGEMENT Jack Otter
GitLab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
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UP & DOWN WALL STREET

Over 30 years, the economy has slid whenever
the combined year-over-year change in Baa
corporate bond yields and oil prices tops 100%.
Recession Rumbles
Which brings us to the present. MacroMavens commentator
In this deeply divided nation, there Stephanie Pomboy offers a less sim-
is broad agreement from Wall Street plistic market analysis: Recessions
to Washington and, especially, Main follow from the twin drags of big
Get Louder as Impact

Street on just one thing: Inflation is jumps in long-term interest rates and
Public Enemy No. 1, just as it was in oil prices. Over the past 30 years, the
1974, with the economy mired in what economy has headed south whenever
to that point was the deepest post- the sum of the year-over-year change
Of Stimulus Fades
World War II recession. in Baa corporate bond yields, plus
The difference now is that the Fed the change in oil prices, has topped
is only about to begin to tighten mone- 100%. That was the case in both the
tary policy. As of this writing, the cen- 2000-01 post-dot-com bust and the
tral bank’s key federal-funds target 2007-09 housing debacle.
rate remains at a rock-bottom 0% to Once again, that measure is ap-
T
0.25%. And the Fed didn’t end its hu- proaching recession level. Growth is
here will be growth Council of Economic Advisers at the mongous asset-purchase program, slowing because of demand weaken-
in the spring, to cite time, future Federal Reserve Chair- launched at the outset of the Covid-19 ing, as the effects of previous fiscal
once again man Alan Greenspan, would com- pandemic, until this past Wednesday. and monetary stimulus wane. And
Chauncey Gardiner, ment that stockbrokers probably suf- Since March 2020, that campaign has that was before Russia’s invasion of
the supposed savant fered the most at the time, which doubled the size of the Fed’s balance Ukraine “pushed the price of every-
in the 1979 satire didn’t elicit much sympathy from sheet to nearly $8.9 trillion. thing consumers can’t live without
Being There, who Main Street, where folks were strug- Yet the signs of an economic slow- toward the sky,” Pomboy writes in a
actually was Chance, the gardener. gling with soaring food and energy down are beginning to appear, if not client note.
Chauncey’s dimwitted utterances prices. The solution from the Fed’s in official forecasts, in the markets. History may be about to repeat,
somehow were taken as incredibly By Randall W. then-chief, Arthur Burns, was to con- By the calculations of J.P. Morgan’s with the Fed about to belatedly
profound by the powerful Washington Forsyth jure a measure of “core inflation,” global quantitative and derivatives tighten policy, just as the economy
elite, and through a series of improba- which conveniently excluded those team, led by Nikolaos Panigirtzoglou, slows. Notwithstanding the assur-
ble events, he would become the presi- nettlesome necessities. the U.S. equity market has priced in a ances of latter-day Chauncey Gardin-
dent’s key adviser on how to cure the recession probability of 50%, while ers, growth in the spring could be
nation’s ailing economy. the investment-grade bond market has disappointing.
The real presidents in that era discounted a 43% probability of a re-
I
wouldn’t have done any worse by cession. The high-yield (aka junk) t was a lot more fun to be in your
listening to Chauncey rather than to bond market has priced a relatively 20s in the ’70s than to be in your
their actual advisers. Back in the fall small 17% probability of recession. 70s in the ’20s. Not that I would
of 1974, the Ford administration as- The J.P. Morgan team comes up know personally (yet), but this
sembled an all-day conference on with those findings via a relatively wry baby boomer lament, making its
solutions to the soaring prices beset- simple formula. The S&P 500 has rounds on the internet, hits uncom-
ting the nation. The initial answer— declined an average of 26% in the fortably close to home.
WIN buttons, for Whip Inflation past 11 U.S. recessions. As of the I don’t actually associate the 1970s
Now—somehow had failed to do the March 8 date of the JPM report, the with fun, but rather prices running
trick, so the White House cast about S&P was off 13%. Thirteen divided by ahead of my paycheck, of queuing in
for alternatives. 26 produces a 50% recession proba- gasoline lines on odd or even days, of
The joke was that, unbeknownst to bility, using the bank’s formula. The not having enough cash for the items
all the assembled experts, the U.S. credit markets’ recession forecasts in my shopping cart, and of living in
already was nearly a year into the re- are based on the widening of their Brooklyn because it was cheap long
cession that had begun in November respective yield spreads over bench- before it was chic.
1973 and wouldn’t end until March mark Treasuries. The sense of déjà vu should be
1975. While that escaped the worthies Those recession odds are signifi- strong at the Fed, as it now faces cir-
in Washington, Wall Street certainly cantly lower than what the banks’ cumstances uncomfortably similar to
noticed. Stocks were deep into a truly strategists calculate for the euro those of the 1970s. Inflation is run-
vicious and protracted bear market. zone—some 78%, based on equities ning at the fastest pace in four de-
The Dow Jones Industrial Average over there, and 54% based on Euro- cades, with the consumer price index
wouldn’t bottom until December 1974, pean investment-grade bonds. And up 7.9% in the 12 months ended in
at 577.60, down some 45% from its the calculations were done before the February—and before the latest surge
AP/Shutterstock
peak above the then-magic Dow European Central Bank announced in tabs at the gas pump and super-
1,000, a mark that wouldn’t be sus- this past week that it plans to remove market. That has meant real pay de-
tainably surpassed until the next de- policy accommodation faster than clines of 2.6% for American workers
cade. The chairman of the president’s Gerald Ford’s WIN buttons were losers in the war on inflation. had been expected. after inflation. So, despite unemploy-
Up & Down Wall Street (continued)
Fuel Your
ment under 4%, consumer sentiment is 30% downdraft in stock prices, Peters
sour, falling to the lowest level since 2011 warns. The so-called Fed put—the central
as inflation expectations rose to the high- bank’s implicit insurance policy under the
est level since 1981, the University of markets—isn’t dead, but its strike price is
Michigan reported Friday. a lot lower than before, he says. In other
On the latter score, the latest GDPNow words, with inflation taking precedence,
first-quarter growth estimate from the monetary policy is unlikely to bail out
Portfolio Atlanta Fed is just above stall speed, at an

annual rate of 0.5%. With flat growth, or
worse, likely in the current quarter, that
’70s phenomenon of stagflation is all but
palpable.
This is what the Federal Open Market
investors, unless the markets’ slide
threatens the real economy.
Even so, the vise squeeze between
prices and recession is much less painful
for the economy than it was in the 1970s.
That’s the good news from Steven Blitz,
Committee faces as it gathers for its regu- chief U.S. economist at TS Lombard. Food
lar policy meeting this coming week. In his and energy costs take up 10% of consum-
congressional testimony on March 2, Je- ers’ budgets, half as much as they did back
rome Powell, the central bank’s chair pro then, with cars getting nearly twice the gas
tempore (his official title while he and mileage as they did during the first OPEC
Hydrogen ETF other Fed nominees await Senate confir-

mation), all but promised a quarter-point
embargo in 1973.
The dollar’s status also is the reverse
increase in the federal-funds target range from back then, he adds in a client note.
HYDR
from the floor-hugging 0% to 0.25%. The beginning of unfixed currency ex-
As with most corporate earnings re- change rates produced a “shock” 21% de-
ports, the actual number will mean less to preciation in the U.S. Dollar Index, pro-
the market than management’s forecasts voking commodity producers, chiefly
about the coming year. The FOMC’s last OPEC, to ramp up prices. More recently,
summary of economic projections, re- the stable greenback, which the rest of the
leased in December, is as out of date as a world wanted, has allowed the Fed to ig-
double-knit leisure suit. Back then, the nore commodities. While China’s industri-
monetary mandarins saw the economy alization drove up commodity prices, U.S.
growing at a robust 4% in 2022, with the consumers got falling goods prices, despite
personal consumption deflator—the cen- a wide trade deficit.
tral bank’s favored inflation gauge—run- That points to a slow, steady lifting of
ning at a 2.6% clip by year-end. Ah, the fed-funds rate to 2.5% over 18 to 24
1 (888) 493-8631
dream on. months, Blitz says, despite equity market

GLOBALXETFS.COM So the world will be watching not what volatility. But if corporate earnings esti-
the FOMC does after its two-day meeting mates fall enough, the Fed will stop hiking
ending Wednesday, but what its policy rates, he predicts.
statement and Powell say. At his afternoon The real, decadeslong tectonic change
press conference, he will certainly be that Blitz sees is the end of what he calls
® quizzed about the way forward. the long peace from 1989 to 2019 (similar
Beyond Ordinary ETFs Regardless of the risks of a slowing to the interregnum of the Cold War de-
economy and a faltering stock market, the scribed by Matt Gertken, head of geopoliti-
inflation surge leaves the Fed no choice but cal analysis at BCA Research). With glob-
Investing involves risk, including the possible loss of principal. Hydrogen
to proceed with the first of a series of inter- alization reversing, expanding supplies
companies typically face intense competition, short product lifecycles and
est-rate hikes, according to Greg Peters, from abroad will no longer put downward
potentially rapid product obsolescence. They may be significantly affected
co-chief investment officer for fixed in- pressure on U.S. prices and wages. On-
by fluctuations in energy prices and in the supply and demand of renewable
come at PGIM, Prudential’s asset-manage- shoring doesn’t mean stagflation, he con-
energy, tax incentives, subsidies and other governmental regulations and
ment arm, which was overseeing $957 bil- cludes, but raises the risk of credit sensi-
policies. Investments in smaller companies typically exhibit higher volatility.
lion in assets as of year end. tivity in the economy.
HYDR is non-diversified.
Anybody who thinks the Fed will cling If you’re nostalgic, it should be for those
Carefully consider the Fund’s investment objectives, risk factors, charges to its playbook from the past few economic halcyon days after the fall of the Berlin
and expenses before investing. This and additional information can be cycles is “delusional,” Peters said in a tele- Wall and before 9/11, when we had to
found in the Fund’s full or summary prospectus, which are available at phone interview. Inflation is the top prob- watch out for falling prices and had to
globalxetfs.com. Read the prospectus carefully before investing. lem, not just on Wall Street but also on determine how to deal with a budget sur-
Main Street and, especially, Washington. plus, and before recurring crashes in dot-
Shares of ETFs are bought and sold at market price (not NAV) For financial markets, that means a com stocks, house prices, and a pandemic-
and are not individually redeemed from the Fund. Brokerage profound change. With inflation possibly induced shutdown. Ah, to be in your 20s
commissions will reduce returns. Distributed by SEI Investments running in the 8% to 9% range after those again, even with all that was wrong with
Distribution Co. recent sharp price pops work their way the ’70s. B
into official gauges, investors can’t count
on the Fed riding to the rescue of a 25% or email: [email protected]
March 14, 2022
BARRON’S
9
Don Garman
Mirador Capital Partners
Independent since 2013
“Your clients
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ST R E E T W I S E
Crypto coin prices can continue to rise, predicts
Alex Pickard, “as long as disruption remains
a plausible eventuality, never a reality.”
There’s a Lot of Bull

strategies. The firm is best known for to view institutions like these as vul-
stock indexes with a value tilt. nerable to young insurgents, but the
Blockchain technology is innova- statistician and writer Nassim Taleb
tive, but not necessarily disruptive, has proposed the opposite: that the
In Crypto. Why That

and there are major barriers to crypto life expectancy of ideas and technolo-
displacing traditional finance, Pickard gies is proportional to their current
says. age. Behold, the zipper. Disruption is
The first is what he calls the hard.
Just Might Be Bullish.

profitability problem. The value of Pickard once quit his job and went
crypto can be broken down into all-in on Bitcoin mining with high-
components, including utility value, speed computers. He moved to Wash-
which is minimal, and speculative ington state for its cheap hydroelectric
value, which is large. The speculation power, which he says cost him $3,000
is based on crypto’s claimed to $4,000 a month. A 2018 price
C
disruptive power. But if that crash convinced him to change careers
rypto disruption is vative as adding a rocket emoji to El disruption occurs, any gain in the again, but he held some coins. No su-
gathering speed, Salvador’s flag, but we’ll see. utility value of crypto is likely to be peryacht, but he has done well, he
I’m told. Just look It has been 13 years since an un- more than offset by lost speculative says.
at the signs. OK, known software developer or develop- value. I asked what crypto will look like
let me get my ers birthed crypto by mining the Bit- “The proverbial dog chasing its tail in 10 years. “I think we’ll be hodling,”
glasses. coin genesis block. Some 40 million will have caught it,” as Pickard puts it. he says.
There’s the ex- Americans have owned crypto, but I If prices went into a prolonged
I
ecutive order that President Biden just have yet to personally see it used at a slump, crypto might lose fans. This is ’m not much of a crypto strategist.
signed on crypto regulation. The store, and I don’t know anyone with a part of what Pickard calls the commu- My main tactic is to fake a sneez-
White House put out a fact sheet By Jack Hough crypto mortgage. nity problem. Crypto has passionate ing fit when someone tries to talk
packed with action verbs like “assess,” It’s unfair to say that crypto is only supporters, but they’ve shifted over to me about decentralized finance.
“identify,” and “support.” “Frame- for speculation. There’s also crime. the years from working toward every- For those who have asked me how
work” is used three times. I have to Russian hackers made $400 million day adoption to simply sharing dis- best to speculate on coins, I’ve recom-
admit, that’s a lot of framework, but in crypto last year from ransomware ruption memes, while holding out for mended what I call the hot garbage
wake me when the assessment turns attacks, and control three-quarters of price gains. “I AM HODLING,” wrote approach. Spend only entertainment
into a full-blown report. the market, according to a research one whiskey-drinking Bitcoin trader money, not investment capital. Don’t
The government of Ukraine, you group called Chainalysis. Worldwide, at the start of a colorful rant during a try to buy quality—from what I can
might have heard, put out a call for $25 billion is held by “criminal 2013 price crash. tell, there’s no such thing as a crypto
crypto donations to fund its defense whales,” or addresses with at least $1 Since then, the misspelling has blue chip.
against Russia’s invasion. It has million in crypto that can be traced to become a rallying cry for speculators. Instead, buy something trashy and
raised an undoubtedly helpful $63 illicit sources. But if everyone is hodling, it’s difficult cheap, with a rising price. That last
million. But crypto scammers have “The idea of cryptocurrencies dis- for a currency to become a medium of part is important. You want as much
bilked Ukraine supporters out of a rupting traditional finance—it’s a exchange. price momentum as you can find—
similar amount. Donations in meme. It’s a thing to get people to think gasoline and beef, but for
T
traditional currencies, meanwhile, buy,” says Alex Pickard. hen there’s the power prob- meme coins.
are pouring in just fine. And Ukraine He’s a former coin miner and cur- lem. The Federal Reserve is But I’m a non-practitioner. I asked
must convert its crypto to fiat to rent holder, and vice president of re- more than 100 years old, Pickard what buyers should look for,
spend it on useful things. Keep the search at Research Affiliates, which and America’s longest-lived and he favors coins that have an active
crypto flowing, by all means, but let’s has $169 billion in assets linked to its bank, more than 230 years. It’s easy community talking about them on
not call this a pivotal moment in social media. He says that traditional
monetary history. assets like stocks make up most of his
What about El Salvador? It’s presi- portfolio today, but that he still holds
dent, Nayib Bukele, made Bitcoin legal BARRONS.COM/PODCASTS all of the top cryptos in roughly equal
tender in September—a first for a proportion, which he calls the “best
country. Businesses must now accept
it as payment, but few of them have.
The International Monetary Fund
Barron’s Streetwise tools for speculation that have ever
been created.”
If that seems at odds with his dis-
says the costs and risks to the coun- In a weekly podcast by Barron’s, columnist Jack Hough looks ruption doubts, it’s not. Prices can
try’s banks and consumers outweigh at the companies, people, and trends you should be watching. continue to rise, he predicts, “as long
the benefits. Bukele has made large This is Wall Street like you’ve never heard before. Subscribe as disruption remains a plausible
Bitcoin purchases with public funds, to Barron’s Streetwise on Spotify, Apple Podcasts, eventuality, never a reality.” B
which sit at a loss in dollar terms. So or your favorite listening app.
far, the experiment is looking as inno- email: [email protected]
R E VIEW 32,944.19
Dow Industrials: -670.61
504.72
Dow Global Index: -12.26
2.00%
10-year Treasury Note: +0.28
The ‘R’ Word HE SAID

Oil breached $130 a barrel, gold broke
$2,000 an ounce, and the dollar rose. “Hate to say it,
Global trade slowed and talk of reces-
sion was in the air. China forecast but we need to
5.5% growth, the lowest since it
started counting in 1994. The Nasdaq increase oil & gas
slipped into a bear market and the
Dow entered a correction. Wednesday output immediately.
saw a big bounce, then fell on Febru-
ary’s 7.9% inflation number. On the
Extraordinary
week, the Dow industrials fell 2%, to
32,944.19; the S&P skidded 2.9%, to
times demand
4204.31; and the Nasdaq Composite
tumbled 3.5%, to 12843.81.
extraordinary
Russia at the Gates
measures.”
Tesla CEO Elon Musk in a tweet
Russia shelled hospitals and evacuation
THE METAL OUTRACES THE COIN routes out of Ukraine, as migrant num-
bers soared past 2.5 million. Russia
The Nickel THE NUMBERS

regrouped as Ukraine held off its ad-
vances on cities. JPMorgan Chase
50
dropped Russian debt from fixed-in-
Arbitrage
come indexes as U.S. companies—from
McDonald’s to Goldman Sachs to
Mastercard and Visa—exited. A plan
Container ships waiting for to redirect Polish MiG fighters to
berths at the ports of Long Ukraine through the U.S. collapsed.
The nickel is worth more than a dime. Nickel prices, for Beach and Los Angeles, more President Biden called for ending Rus-
the metal not the coin, spiked to $100,000 per metric than half the high in January. sia’s preferred trading status with the
200 K
ton on the London Metal Exchange this past week be- U.S., meaning higher tariffs.
fore trading was halted. The metal had traded around
$25,000 a ton before the run-up, when it cost the U.S. The Oil Mess
Mint more than five cents to make a nickel. The White House banned imports of collapsed under $8 billion in margin calls.
At $100,000 a ton, a nickel, composed of 25% nickel Average volume of Russian Russian oil, gas, and coal. The amounts
and 75% copper, is worth about 16 cents in metal, or crude oil in barrels per day im- are small, but the U.K. joined the ban, Tech Rolls On
“melt” value, Barron’s estimates. Each nickel weighs five ported into the U.S. in 2021. and Europe promised to lower Russian Apple presented a new high-end desk-
847
grams—appropriately so—and contains 1.25 grams of gas by two-thirds by year-end. The top machine, and introduced an inexpen-
nickel and 3.75 grams of copper. At $100,000 a ton, U.S. discussed reducing sanctions with sive SE iPhone with 5G. Amazon.com
there’s 12.5 cents of nickel in a coin and about 3.75 cents of Venezuela for more oil and tried to said it would split its stock 20 for 1 and
Illustration by Elias Stein; Patrick Pleul/picture alliance via Getty Images

copper, which is trading at about $10,000 a metric ton. lobby Saudi Arabia and the United begin a $10 billion share buyback.
At $50,000 a ton for nickel, there would be 6.25 cents Number of outlets McDonald’s Arab Emirates to lift output, but, The
of nickel in the nickel, and its total metal value would be closed in Russia. The company Wall Street Journal reported, was re- Annals of Deal Making
about a dime. In the last fiscal year ending in September, will pay 62,000 workers at a buffed over differences on Yemen and Oasis Petroleum and Whiting Petro-
the Mint spent 8.52 cents to produce a nickel, with cost of $50 million a month. Iran, though U.A.E. then urged OPEC leum agreed to a $6 billion merger…Carl
11.3 M
nickel metal averaging about $17,500 a metric ton. Pen- to pump more. Meanwhile, talks over a Icahn sold his last shares in Occidental
nies also cost more to create, about two cents, than their nearly completed Iran nuclear pact, Petroleum as Berkshire Hathaway
face value, while other U.S. coins have less metal than which would free oil, stalled over Rus- raised its stake to 11.2%, worth $6.5 bil-
face value. Just so you know, the Mint prohibits melting sian objections, then resumed. lion…Chewy co-founder Ryan Cohen
down pennies and nickels for their metal value. Number of U.S. job openings in took a stake in Bed Bath & Beyond, and
In its annual report, the Mint wrote: “The unit cost January, near the 11.4 million Nickel’s Short Squeeze the stock surged. Cohen’s earlier invest-
for both pennies (2.10 cents) and nickels (8.52 cents) record from the month before. Go electric? Not so fast. Nickel prices ment in GameStop, where he’s now
remained above face value for the 16th consecutive fiscal more than tripled in a short squeeze, chairman, ignited the meme stock
year. Compared to last year, FY 2021 average spot prices To get Numbers by Barron’s prompting a trading suspension at the craze…Alphabet’s Google announced the
for nickel increased 28.1 percent to $17,503.10 per tonne, daily, sign up wherever London Metal Exchange. Nickel is used acquisition of cybersecurity firm Mandi-
average copper prices also increased 48.2 percent to you listen to podcasts or at in EV batteries; Russia produces 17% of ant for $5.4 billion...Major League Base-
$8,676.77 per tonne, and average zinc prices increased Barrons.com/podcasts the world’s supply. A Chinese nickel ball players and owners agreed to a new
27.9 percent to $2,821.12 per tonne.” — Andrew Bary company, Tsingshan Holding, nearly labor contract. Next up: spring training.
P R EV IEW Wednesday The Census Bureau reports retail sales data Sign up for the Review &
for February. Spending on retail sales and food
is expected to increase 0.3% month over Preview daily newsletter at
month, to $652 billion. Retail sales jumped 3.8% in January. Barrons.com/reviewpreview
Monday 3/14 mortgage rates and supply shortages.
Coupa Software, Gitlab, and Vail

Resorts report quarterly results. Thursday 3/17
Accenture, Dollar General, FedEx,
Tuesday 3/15 and GameStop hold conference calls
to discuss quarterly results.
The Bureau of Labor Statistics
releases the producer price index for
February. The PPI is expected to jump Friday 3/18
10% year over year, while the core
PPI, which excludes volatile food and The Bank of Japan announces its
energy prices, is seen rising 8.7%. monetary-policy decision. The BOJ is
This compares with increases of 9.7% expected to leave its key short-term
and 8.3%, respectively, in January. interest rate unchanged at negative
The 10% estimate would be the larg- 0.1%. The central bank is bucking the
est increase on record since 12-month trend of the majority of nations in
A PROBLEM FOR PHARMA data were first calculated in 2010. raising interest rates despite the high-
est Japanese consumers’ expectations
Clinical Trials A Remote War

The SPDR S&P Pharmaceuticals ETF Wednesday 3/16
of inflation on record.
is only down about 6% year to date. The National Association of Real-

Home builder Lennar reports first- tors reports existing-home sales for
In a Hot Spot
Sales in Russia and Ukraine are
relatively minor. quarter fiscal-2022 earnings. February. Economists forecast a sea-
sonally adjusted annual rate of 6.1
Total Return of the SPDR Pharma The Federal Open Market Commit- million homes sold, 400,000 fewer
ETF, Year to Date
tee announces its monetary-policy than in January.
Sanctions targeting Russia and Belarus haven’t hit medi- $47 decision. The FOMC is expected to
cines or medical devices, but the Ukraine war is affecting 46 raise the federal-funds rate by a quar- The Conference Board releases its
the business. At investor conferences this past week, exec- ter of a percentage point to 0.25%- Leading Economic Index for February.
45
utives said Russia and Ukraine account for a small propor- 0.5%. Federal Reserve Chairman Je- Expectations are for a 120 reading,
tion of sales, but a significant number of clinical trials. 44 rome Powell all but announced this roughly even with the January data.
Generally, they said the countries generate roughly 1% of 43 move in his testimony before Con- The Conference Board predicts a 3%
sales, while Angela Hwang, president of Pfizer’s biopharma- 42 gress in early March. This would be growth rate for gross domestic product
ceuticals group, said Eastern Europe accounted for $2 billion the first increase to the federal-funds this year, above historical trends.
41
of Pfizer’s $81.3 billion in 2021 revenue, and Ukraine $150 rate since December 2018 and very
million. Sales problems are limited so far, despite challenges. 2022 likely begins a yearlong cycle of rate
“We know air and sea are very limited means of transporta- hikes as the Federal Reserve battles Coming Earnings
Consensus Estimate Year ago
tion right now,” Johnson & Johnson CFO Joseph Wolk said. Healthcare Hubs four-decade high inflation. Wall Street
M
“So we’re kind of pigeonholed into roadways.” Hwang said has currently priced in seven quarter- Vail Resorts (Q2) $5.70 3.62
Pfizer sent a surplus of product into the region before the The U.S. leads the world in the point increases for this year. T
conflict, anticipating supply-chain troubles. number of clinical trials. But China Volt Information Sciences (Q1) -0.13 $-0.08
Clinical trials are a different matter. The executives ac- is No. 2, and Russia and Ukraine Agilent Technologies, Coopers W
knowledged a concentration of trials in Russia and are not insignificant. Cos., and Starbucks hold their Lands’ End (Q4) 0.31 0.60
More Earnings on Page 70.
Ukraine, though none said which drugs were being tested, WHO Clinical Trial Registrations annual shareholder meetings.
nor identified programs that could be delayed. The prob- by Country, 2021 Consensus Estimate
UKRAINE 426
lem is more disruption than sanctions. “So, the reality is American Express holds its com- Day Consensus Est Last Period
RUSSIA
the countries have great scientific prowess and have been a 849 pany investor day. T February PPI 0.80% 1.0%
W February Retail Sales 0.70% 3.8%
center for Merck and indeed other companies,” said Merck
January Business Inventories 2.1% 2.1%
CFO Caroline Litchfield, adding that the company has The National Association of Home TH February Housing Starts 1,673,000 1,638,000
paused enrollment in trials in Russia and Ukraine. CHINA Builders releases its Housing Market
Illustration by Elias Stein
February Capacity Utilization 77.8% 77.6%

9,487
Hwang noted that Pfizer has over 100 trials running in Index for March. Consensus estimate February Industrial Production 0.5% 1.4%
Eastern Europe, 27 in Ukraine. Eli Lilly CFO Anat Ashke- is for an 80 reading, two points below F February Leading Indicators 0.20% -0.30%
nazi said her company had seen no disruption in Russia or the February figure. The index is be- Unless otherwise indicated, times are Eastern. a-Advanced;
f-Final; p-Preliminary; r-Revised Source: FactSet
Ukraine. Neither is a “clinical trial hub” for Lilly, but it does low its late 2020 peak, but builders For more information about coming economic reports
U.S.
run trials there, and it’s sending enough drugs to trial sites, 10,870 remain bullish on the housing market - and what they mean - go to Barron’s free Economic
Calendar at www.barrons.com
in case it can’t get product there later. — Josh Nathan-Kazis Sources: FactSet; WHO despite the twin headwinds of rising
FOLLOW-UP
Amazon shares rose on the week, in the wake
of the company’s stock split. They’re still
down 21% from last year’s all-time high.
“History shows that it doesn’t pay to try
to time the stock market, but there are
times when risk levels have increased
to a point where it is wise to have a
Stock Splits Shouldn’t Matter;
safety net – like dividends.” Why They Keep Happening
be the best rationale for splitting a stock.
Amazon shares jumped after the Barron’s and analysts made that argument
- Jim Cullen, Chairman & CEO
company announced a 20-for-1 split. in February after Alphabet (GOOGL) an-
nounced its own 20-for-1 split.
S&P Global, which controls the Dow
BY ERIC J. SAVITZ Jones Industrial Average, is unlikely to
High Dividend Equity ever add a four-digit stock to the index—
M
athematically, stock splits cre- adding stocks with high share prices is
ate no value. Splitting your problematic because the index is price-
Enhanced Equity Income stock 20-for-1—a move Ama- weighted. A 1% move in UnitedHealth
zon announced last week— (UNH), which trades for $483 a share and
isn’t really any different than swapping a has the highest price in the Dow, carries
Value Equity $20 bill for 20 singles. Your wallet might be triple the weight in the index as a compara-
a little fatter, but you aren’t any richer. The ble move in, say, Apple, which traded re-
fact that split announcements often spur cently at $155. Apple, for what it’s worth,
Small Cap Value
stock prices to rally isn’t logical. That said, has split its stock five times since going
there is academic research showing the public, including a 7-for-1 in 2014, which
split effect is real and could signal manage- laid the groundwork for its 2015 entry into
International High Dividend ment confidence.
Sure enough, Amazon.com (ticker:
the Dow.
This past week, Bank of America ana-
AMZN) rallied after it announced its split, lysts pointed to more stock-split candi-
Emerging Markets High Dividend along with a largely symbolic $10 billion
stock repurchase plan. Apple (AAPL), it’s
dates, each of which trades above $500.
Their list includes Booking Holdings
worth noting, has been returning nearly (BKNG), which recently closed at $2,030 a
$10 billion to shareholders every month in share, AutoZone (AZO) at $1,868, and
Water Impact the form of buybacks and dividends. (See Chipotle Mexican Grill (CMG) at $1,469.
Tech Trader, page 34.) Other potential splits are Tesla (TSLA) at
Amazon shares ended the week roughly $838, BlackRock (BLK) at $697, and
flat at $2,910. They’re 22% below a July O’Reilly Automotive (ORLY) at $676.
2021 all-time high. Amazon begins trading on a split-ad-
“While more symbolic than material, it justed basis on June 6. Alphabet’s split is
is an important, positive signal,” Morgan effective July 15. B
Stanley analyst Brian Nowak wrote in a
research note about the Amazon split and Jacob Sonenshine contributed reporting to
buyback. He points out that until the cur- this article.
For further information, please contact Schafer Cullen Capital Management rent quarter the company hadn’t bought
212.644.1800 • [email protected] • schafer-cullen.com back any stock since 2012. He also notes
that Amazon’s past buybacks have been Amazon
well-timed, coming before large moves in (AMZN / Nasdaq)
the stock price. “Historically, Amazon’s $3,750
Schafer Cullen Capital Management is an independent investment advisor repurchases have been positive signals 3.500
registered under the Investment Advisers Act of 1940. This information should about the equity value,” Nowak wrote. 3.250
not be used as the primary basis for any investment decision nor, should it be Wells Fargo analyst Brian Fitzgerald 3.000
construed as advice to meet a particular investment need. It should not be likes the e-tailer’s move. “We expect that 2,750
assumed that any security transaction, holding or sector discussed has been the stock split should increase the accessi- 2.500
or will be profitable, or that future recommendations or decisions we make will bility of shares to a broader array of poten- 2,250
be profitable or equal the investment performance discussed herein. A list of all tial investors, and note that the split should 2,000
recommendations made by the Adviser in this strategy is available upon request allow for potential inclusion of Amazon 1,750
shares in the Dow Jones Industrial Aver- 1,500
for the 12 months prior to the date of this report.
age,” he wrote. 2020 2021 2022
The Dow’s unusual construction could Source: FactSet
An ‘Emotional’ Market
sian oil and gas, while European gov- from CME Group. That number first
ernments have generally avoided tar- dropped when Russia invaded
geting commodity exports directly. Ukraine two weeks ago, and has re-
Western companies are cutting back bounded since. Changes in interest
Is Creating Opportunities
on trade with Russia and on opera- rates can’t do anything for wartime
tions in the country. Jeff Currie, Gold- raw-materials shortages, but the Fed
man Sachs’ global head of commodi- still needs to maintain its inflation-
ties research, calls those moves fighting credibility.
“shadow sanctions.” “[The Fed] went through a fairly
“Rerouting commodity supplies tortuous process late last year to pivot
won’t be easy,” Currie wrote last week. to a position of saying inflation-fighting
“With or without a blanket ban, com- is job No. 1,” says Dave Donabedian,
Stocks have seen big declines since Russia invaded Ukraine. The war is tragic, but for modity supply will likely remain ex- chief investment officer of CIBC Private
U.S. markets and companies, there’s reason to think the impact will be temporary. tremely restricted until the conflict is Wealth Management. “To pull back
resolved and sanctions ease, or until from that now would be a significant
flows are effectively redirected into problem that might even cause a confi-
By NICHOLAS JASINSKI going back to the index’s inception in Peak Oil? potentially China or India, which might dence issue in the markets, if the Fed
V
1972. The Dow Jones Industrial Aver- Futures pricing take months if it happens at all.” looks like a weather vane.”
olatility is back, and recent age, meanwhile, has posted average suggests energy The surge in commodities prices as The Fed’s policy committee meets
geopolitical events and six-month gains of 5.2% after falling pricing could a result of the Ukraine-Russia war has this Tuesday and Wednesday.
moves in commodity mar- into a correction (a fall of 10% from ease from here. pushed back by at least a few months Edward Yardeni, president of
kets have sent stock indexes the peak.) the peak in monthly inflation readings Yardeni Research, now sees a more
$88
lower over the past month. The indiscriminate selloff is giving in the U.S. Many economists had pre- stagflationary outlook for the remain-
While more than enough to investors another swing at long-term dicted that inflation would begin to der of 2022. “Everything that has hap-
raise investors’ collective trends and investment themes. moderate by this spring or summer. pened recently points to more persis-
blood pressure, the rapid pullbacks “It does feel like we’ll have some The year-end esti- The S&P GSCI Commodity Index tent and higher inflation and slower
have also created opportunities for changes in defense spending, cyber- mate for a barrel is up 32% in 2022. Thursday’s con- economic growth,” he says.
long-term-focused investors. security, and how Europe in particular of oil, per current sumer price index for February Yardeni dropped his year-end S&P
The S&P 500 index has lost about receives its energy,” says Matthew futures pricing showed a 0.8% rise from a month 500 forecast to 4000 this past week,
5% since mid February, when mar- Moberg, who co-manages the growth- earlier, for a 7.9% annual pace of U.S. from 4800 previously. That’s down
kets began to worry about an immi- focused Franklin DynaTech fund inflation. 5% from current levels.
nent Russian invasion of Ukraine. (ticker: FKDNX), with $23 billion in Those readings heap additional
B
Energy, metals, and grain prices have assets. “But it doesn’t change that pressure on the Federal Reserve to roader market trends will
soared. The S&P 500 and the Dow we’re going to work from home more, increase interest rates more aggres- probably depend on how long
Jones Industrial Average are each that we’re going to use e-commerce sively in order to get inflation under commodity prices remain ele-
down roughly 10% from their re- more, that there will be innovation control, so much so that it may tip the vated. Futures pricing has oil
cords set earlier this year, while the and growth in genomics.” economy into a recession when paired declining to about $88 a barrel by the
Nasdaq Composite is down 20% and That’s not to say the short term will with sky-high oil prices and consum- end of the year, from a recent $107
in a bear market. be smooth for investors. Russia is the ers’ potential cutbacks on discretion- and last week’s peak of about $130.
The big moves come despite little world’s 11th-largest economy but its ary spending. That’s probably manageable for the
direct exposure for U.S. companies to second-largest commodity producer, Currently, futures pricing implies U.S. economy, and not enough to turn
Russia’s economy. The outlook for active in energy, metals, and grains. seven quarter-point interest-rate a forecasted year of above average
monetary policy has also been fairly The U.S. has banned imports of Rus- increases in 2022, according to data growth into a recession. And it’s
stable. Meanwhile, the trajectory for unlikely to be a significant drag on
economic growth has diminished a earnings for most companies.
bit, but not dramatically. On Friday, Rebound Ahead? In fact, estimates for 2022 earnings
Goldman Sachs economists lowered On March 7, the Dow Jones Industrial Average entered correction territory and the Nasdaq Composite from the S&P 500 actually went up
their forecast for 2022 U.S. gross- entered a bear market. Based on history, the downbeat milestones generally forecast better times ahead. this past week, despite the war, ac-
domestic-product growth to 1.75% Dow performance after closing in correction territory Nasdaq Composite performance after closing in
cording to data from Refinitiv. Higher
from 2%. bear market territory inflation could still be felt in the stock
“Because they’re caused by exoge- 10% 15% market’s price/earnings ratio, cur-
nous events, the corrections we’ve rently at about 18.5 times for the S&P
seen are a bit more emotional and 8 500. That’s down from 21.5 times at
broad-based, rather than specific and the start of the year.
fundamental,” says Eric Schoenstein, 10 “These kinds of dislocating events
6
chief investment officer of Jensen In- can create really good opportunities for
vestment Management, with $14.5 long-term investors, because the mar-
4
billion in assets. 5 ket is too short-term focused and para-
History shows that mean reversion lyzed by fear, and just throws the baby
3
is a powerful force. After falling into out with the bathwater,” says David
bear-market territory—defined as a Giroux, chief investment officer of T.
0 0
20% decline from a recent peak—the One Three Six One One Three Six One
Rowe Price Investment Management,
Nasdaq has averaged a six-month Month Months Months Year Month Months Months Year and manager of the T. Rowe Price
return of 10% and been in positive Later Later Capital Appreciation fund (PRWCX),
territory nearly two-thirds of the time, Note: Nasdaq data since 1972, DJIA since 1896 Source: Dow Jones Market Data with close to $34 billion in assets.
Giroux, a member of the annual Barron’s

Roundtable, sees value in some technology,
industrial, and healthcare names that are
down more than the market over the past
month but whose fundamental outlook
WH E N O PP OR TU N IT Y S TRI K E S hasn’t changed.

The broad Health Care Select Sector
SPDR exchange-traded fund (XLV) has held
TAKE AC TIO N roughly flat since mid-February, but many
components of the ETF have lost much more
and even lagged behind the S&P 500’s
roughly 5% decline in that period.
People will still need healthcare, though,
Capturing opportunities can be like catching lightning and there should be little to no impact on a
U.S.-focused medical-device maker’s busi-
in a bottle. With groundbreaking technology, unique ness as a result of soaring commodity
data insights and 24-hour access to innovative products prices or even a global slowdown.
Those unfairly tarnished stocks include
across all major asset classes, CME Group can help Baxter International (BAX), which makes
treatments for kidney disease as well as
you seize opportunities at precisely the right moment. medical tools and devices; Mettler-Toledo
International (MTD), which makes a wide
range of medical and laboratory devices and
VISIT CMEGROUP.COM/OPPORTUNITY instruments; and Abbott Laboratories
(ABT), made famous of late for its Covid-19
rapid tests but also widely diversified.
Another buying opportunity amid recent
volatility could be U.S. banks. The SPDR
S&P Bank ETF (KBE) has lost about 9%
since mid-February and is now in negative

territory for the past year. Citigroup (C) is
the most exposed to Russia of major U.S.
banks. It has loans, cash, and other com-
mitments totaling nearly $10 billion, the
bank has said, along with a consumer
banking presence in Russia.
Despite the war in Ukraine, interest rates
in the U.S. are still going up this year, which

will boost banks’ bread-and-butter lending
businesses. Shares of Bank of America
(BAC) and Wells Fargo (WFC) are both 15%
cheaper than a month ago; neither has cited
material exposure to Russia.
Investors shouldn’t feel tempted to chase
this year’s biggest winners, though. S&P
500 energy stocks are up almost 40% in
2022. Some of the biggest gains have come
from shares of upstream producers—such as
Occidental Petroleum (OXY), up 100%—
which benefit from higher prices today, says
Kimball Brooker, who co-heads the $49 bil-
lion First Eagle Global fund (SGENX).
Other companies more tied to levels of
oil and gas production—like Schlum-
berger (SLB) or drilling-equipment maker
NOV (NOV)—haven’t climbed nearly as
much. They could benefit, Brooker notes,
if oil prices remain elevated for at least the
medium term, which is necessary for
higher-cost methods of production like
offshore drilling to turn back on.
Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and profit you might have
There’s no way to dismiss the fear and
made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service. Copyright ©2021 CME Group Inc.
All rights reserved. tragedy that is filling daily headlines. But
they shouldn’t change long-term trends.
In that sense, volatility brings opportunity. B
Farmers Are
Flush—and
That’s Good
News for FMC
Its shares have trailed peers. But
even without the Ukraine war
driving up food prices, the chemical
maker’s time has come.
By AL ROOT cides that help farmers improve crop FMC could benefit taxes, depreciation, and amortization, fully in the fourth quarter of 2021, and
S
from rising prices
yields and reduce yield volatility. for agricultural or Ebitda, are on pace to increase by RBC analyst Arun Viswanathan be-
oaring food prices because Unlike its competitors, FMC sells commodities and a 7% to 9%; and earnings per share lieves that can continue in 2022.
sharpening focus on
of a war is a lousy reason to chemicals, not seeds. The company is sustainable crop-
could grow by 10%, he says. “The Still, counting on spiking commod-
chase commodity stocks— expected to generate sales of about protection solutions. early look at 2022 suggests that FMC ity prices isn’t a long-term strategy for
but they’re a great reason to $5.4 billion in 2022 in a market with Above, tiered farms is back on its longer-term sales/profit value creation. Douglas realizes that,
in the Philippines.
take a look at FMC. revenue of some $65 billion annually objectives,” adds Mitsch, who has a and points out that FMC spends
Shares of FMC (ticker: for agricultural chemicals. Back when Hold rating on the stock. roughly 6% of its annual sales on
FMC) have gained 12% this Bayer bought Monsanto, and when While higher farm prices aren’t R&D. What’s more, his company is
year, buoyed by rising crop prices fol- DuPont and Dow Chemical merged reason enough to buy FMC stock, they moving into more-sustainable tech-
lowing Russia’s invasion of Ukraine and then combined their seed and could provide a longer-term boost to nologies to control pests, weeds, and
and expectations that they will lead to chemical operations to form Corteva its earnings. The Russian invasion of funguses. “We’ve invested in peptides,
greater profits for the pesticide maker. in 2019, investors wondered if selling Ukraine functions almost like a enzymes—this is all new to the agri-
Normally, these kinds of moves should only chemicals would be a competitive weather-derived supply shock, which cultural space,” says the CEO.
be “faded,” a contrarian strategy that disadvantage. tends to push up agricultural com- Those investments should start to
trades against a prevailing trend. After FMC Chief Executive Mark Doug- modity prices. Those prices put more pay off. “Longer-term, we are excited
all, what goes up because of a tempo- las rejects that notion. “We are agnos- cash into U.S. farmers’ pockets, which by FMC’s investments in biologics,
rary supply disruption—in this case, tic on whatever seeds our competitor makes it easier for agricultural suppli- fungicides, and its partnerships, all of
the war—usually comes down. sells or whatever seeds our customers ers such as FMC to raise prices. which should increase FMC’s market
But in the case of FMC, rising prices buy,” he says. “Our job is to bring the Inflation cuts both ways, and access and could lead to top-line and
can be the catalyst investors need to latest technology to help.” whether price and volume gains can Ebitda upside,” writes Viswanathan,
take another look at a high-quality That wasn’t the case in 2021, how- offset rising costs is something to who has an Outperform rating and
specialty-chemical producer that had a ever. FMC’s stock dropped 4% last watch. FMC dealt with that success- $135 price target on the stock.
difficult 2021. After underperforming year, while the S&P 500 gained 27%. FMC has some catching up to do. It
peers like Corteva (CTVA) and, barely, It wasn’t a pesticide-company prob- trades at just 16 times Wall Street’s
Bayer (BAYN.Germany), which ac- lem, as Corteva rose some 22%. FMC FMC 2022 earnings estimate of $7.72 a
quired Monsanto in 2018, FMC’s stock stock fell even as its earnings grew (FMC / NYSE) share. That’s cheaper than Corteva’s
should benefit from its low valuation, about 12% compared with 2020. 22 times, as well as the S&P 500’s 19.
$130
suddenly cash-rich farmers, and a Douglas blames it on a misunder- While Corteva might deserve a pre-
sharpening focus on sustainable crop- standing. Analysts “got hold of the no- 120 mium—it’s expected to grow earnings
protection solutions. While higher ag tion that we were going to take volume, at about 17% a year, on average, for the
110
prices aren’t likely to last, FMC looks rather than raise prices to offset infla- next two years—the S&P 500 is ex-
as if it can continue to rally. tion,” he says. “We were raising prices. 100 pected to increase earnings by just 8%
The company isn’t a household We always do; we grow our share to 10% over the next couple of years.
90
name. The Philadelphia-based chemi- through technology. It took a few quar- With FMC stock, investors get
cal maker creates products designed ters for people to get a real message.” 80 above-market growth for a below-mar-
to help offset supply shocks while That renewed confidence can carry ket price. If the stock can get a market
70
Courtesy FMC
growing the global food supply. The over into the rest of 2022, says Fer- multiple, it could trade around $166 by
industry produces conventional and mium Research analyst Frank Mitsch. 60 the end of the year, up 35% from a re-
genetically modified seeds, along with FMC’s organic sales are set to rise by Apr. 2019 2020 2021 2022 cent $123, providing investors with a
herbicides, fungicides, and insecti- 5% to 7%; earnings before interest, Source: FactSet bumper crop of proits. B
S I Z I N G U P S M A LL- CA P S
Apple Is at the Core

for $100.3 million. It also reported company’s total ARR, implying that
total annual recurring revenue of the overall impact of Apple’s move
$412.5 million, above Wall Street won’t be too much to handle.
expectations of $399 million and up Catering to larger customers has
Of Jamf’s Appeal
45% from the previous year, with other benefits. Businesses aren’t
organic annual recurring revenue— about to switch away from using
which doesn’t include new Apple products, and Jamf is the top
acquisitions—up around 37%. software provider to Apple users.
Analysts are expecting annual The company has over 60,000
recurring revenue, or ARR, to customers. Competitor Kandji, by
compound at a 24% annual clip, to $632 contrast, a private company, just
Jamf Holding got slammed when Apple announced a competitive million, for the next two years. That received an $800 million valuation
offering. Now the software company could post explosive gains. will be driven mostly by commercial and has just over 1,000 customers,
customers, which management, on its according to a Kandji blog post.
fourth-quarter earnings call, said drove
A
much of the overall annual recurring t the same time, Apple doesn’t
revenue growth. seem interested in serving
Needham analyst Josh Reilly sees larger customers’ needs, says
even more upside ahead. Jamf can Mizuho Securities analyst
sustain an ARR growth rate above Gregg Moskowitz. Jamf has become
30% in the next few years, he argues, highly proficient at providing the
which would bring analysts’ 2023 kinds of complex solutions that
consensus ARR to over $700 million. Apple product owners need. Its
“There’s plenty of opportunity for annual sales more than doubled from
growth here,” Reilly says. 2018 to $366 million for 2021,
In the real world, though, Jamf— according to a Securities and
which went public in July 2020— Exchange Commission filing.
depends on Apple’s ecosystem for its “All of this requires lots of years of
business, which is why the tech titan’s investment,” Moskowitz said. “We do
announcement had such a big impact. not believe Apple wants to take a
“In the short run, there are a lot of combative approach to Jamf.”
negatives,” says Eric Schiffer, founder Whether you agree with
of private-equity firm Patriarch Moskowitz likely determines whether
Organization. “[Apple] is coming for you think Jamf, trading at 8.2 times
them, which I think will reduce 12-month forward sales, is still too
valuation.” expensive to buy, even after its recent

Jamf’s management tried to play haircut. The company also has to
down the significance of competition contend with rising interest rates,
from Apple, given that the tech something that is forcing investors to
giant’s new unit is focusing on reassess just how much they will pay
smaller businesses. In November, for growth stocks like Jamf.
Jamf Chief Financial Officer Jill Yet Jamf is much cheaper today
By JACOB SONENSHINE The steep drop in the stock seems Putman said that the 500-employee- than it was just before the Apple
W
like an overreaction. While Apple’s or-less segment represents a low- announcement, when it traded at 13
hen you live by announcement was alarming, there single-digit percentage of the times forward sales. That’s far more
Apple, you die by are signs that Apple still sees expensive than the S&P 500’s 2.5
Apple. Jamf Holding Minneapolis-based Jamf as a partner, times, but just under the average U.S.
investors learned that not a competitor, and that its new Jamf Holding software stock, which trades at just
the hard way—but its unit won’t hit the software company’s Subscription software over nine times sales and isn’t seeing
stock looks ready to sales too hard. Larger customers, Headquarters: JAMF (Nasdaq) sales grow as quickly as Jamf is.
rebound. including Salesforce.com (CRM), Minneapolis $50 RBC Capital Markets analyst
The past four months haven’t been IBM (IBM), General Electric (GE), Recent Price: $33.02 Matthew Hedberg’s price target of $47
good for Jamf. On Nov. 10, Apple and even Apple itself, appear to be 45 implies the stock should trade at an
YTD Change: -13%
(ticker: AAPL) announced that it sticking with Jamf. At about two- enterprise value of 11 times his 2023
would launch Apple Business thirds the price it was trading at just Market Value (bil): $3.9 40 sales estimate, up 42.3% from Friday’s
Illustration by Michael Glenwood

Essentials, which would provide new- a few months ago, the stock looks like closing price of $33.02.
2022E Sales (mil): $470 35
device onboarding and cloud a good pickup now. “We remain positive on the
management for small businesses. Jamf’s growth certainly looks 2022E Net Income strategic outlook and potential for
(mil): $18.4 30
That’s exactly what Jamf (JAMF), impressive. On March 1, the $3.9 continued plus-30% growth in 2022,”
which serves businesses and billion company reported a fourth- 2022E EPS: $0.14 Hedberg wrote. “One could argue for
25
educational institutions, does, and its quarter profit of two cents a share, 2022E P/E: 236 additional multiple expansion.”
stock has plunged 32% since the beating forecasts by a penny, on sales 2020 ’21 ’22 Or at least significant upside in the
announcement. of $103.8 million, ahead of forecasts E=estimate Source: FactSet stock. B
March 14, 2022
BARRON’S
19
20
A Ukrainian
evacuees as they
serviceman helps
northwest of Kyiv.
flee the city of Irpin,
BARRON’S
March 14, 2022
C OV E R S T O RY
HOW PUTIN’S
WAR WILL CHANGE
THE WORLD
Today, the U.S. and its allies are feeling the pain of trying to isolate Russia.
But the postwar world order could enhance the benefits
of globalization while marginalizing tyrants and their cronies.
BY MATT PETERSON
VLADIMIR PUTIN PROBABLY WON’T BE ABLE TO WIN HIS WAR IN UKRAINE. Europe’s biggest land war since World War II marks a bookend
The Ukrainians aren’t likely to win it, either. And, as the violence of sorts to the post–Cold War expansion of markets into nearly every
persists, the rest of the world will pay a high and rising price. corner of the world. In its early days, this expansion was accompanied
The integration of global markets that enabled the West to punish by urgent rhetoric about the democratizing effects of markets, but
Dimitar Dilkoff/AFP/Getty Images
the Russian economy in response to Putin’s aggression is leading to such illusions should have been smashed years before cruise missiles
higher costs at home, chiefly through rising oil and gas prices, snarled started flying toward Kyiv. They are surely gone now; Putin’s assault
supply lines, and scarcer goods. Consumers are just starting to feel has taken the world to a dark place, and highlighted a notable down-
the negative effects in the U.S. and Europe, and they will worsen. side to a global financial system that has brought pain as well as gain.
The war and the response to it could help diminish living standards Yet the response of the West and its allies has also revealed a
throughout the West, even as the military conflict reshapes the geo- surprising resilience, not only among the people of Ukraine but in
political landscape. But globalization, a hallmark of today’s geo- the very institutions that continue to draw Ukranians westward.
politics, in some form is here to stay. Although it is too soon to know just what the postwar world order
will look like, the realignments that with inflation increasing by 0.7 to 2.7 state. “If Putin believes his regime sanctions, Russian businesses will
Putin is triggering are apt to make the percentage points, Peterson estimates. is threatened, all bets are off on his have a hard time operating without
world less favorable to tyrants of his Russia and Ukraine supply the world escalation ladder,” Marten says. the global economy providing parts
ilk. with key inputs of energy, food, met- The need for global energy to flow and labor, says Susanne Wengle, a
At the moment, it doesn’t feel that als, and rare earths. The sudden may force Washington to embrace professor at the University of Notre
way. The sanctions imposed on Rus- absence of those commodities from transactional relationships with au- Dame who has studied Russian agri-
sia will create lasting costs for busi- global markets will raise prices every- thoritarian governments that control culture. Nonetheless, Putin has been
nesses and governments throughout where, even in places such as the U.S. spare energy capacity. The White preparing a “food sovereignty” agenda
the world. The U.S. and a broad coali- where many of them aren’t consumed House has said that the U.S. has dis- to insulate Russians. “They’re not
tion of nations have blocked Russian directly. cussed “energy security” with Saudi going to drink Starbucks coffee any-
individuals and financial institutions, “People are going to go to the super- Arabia and Venezuela recently. On more, but are they going to have
including the Russian Central Bank, market and notice that a lot of things Wednesday, the United Arab Emirates enough food to eat? Yes,” says Wengle.
from transacting business in dollars. are more expensive,” Peterson says. said it supports greater energy pro- On the other side of the war zone,
They have also cut off high-tech The political dynamics surrounding duction, which would help to bring in the European Union, the conflict
exports to Russia and created a task oil sanctions illustrate how difficult it down prices. will hit hard, particularly as energy
force to hunt for Russian oligarchs’ will be for the U.S. or any other gov- That said, one potential driver of prices rise. “We’re talking about half a
illicit assets. ernment to maintain precise control the war’s future course may lie closer point to a point of GDP growth shaved
The war and sanctions also precipi- of the economic course of the war. The to home: a possible change in the U.S. off of European growth already,” says
tated a mass exodus of multinational initial round of sanctions was specifi- political landscape. Much will depend, Ludovic Subran, chief economist at
companies from Russia. When com- cally designed not to choke off the says Marten, on “how the U.S. mid- Allianz.
panies go beyond the legal sanctions money Russia earns from its energy terms go, and then on who ends up Inflation that might otherwise have
framework and make independent exports. But the idea of banning Rus- winning the presidential election in begun to decelerate is likely to stay
decisions to derisk, the economic con- sian oil exports subsequently gained the U.S. [in 2024].” elevated at 5% to 6% for the remain-
sequences are stickier, says Daniel support in Congress, and on Tuesday, If domestic or international poli- der of 2022.
Ahn, a fellow at the Wilson Center Biden pre-empted legislators and said tics shift away from support for the “Gas prices have decoupled from
who worked on sanctions as chief the U.S. would cease Russian oil im- North Atlantic Treaty Organization market economics, and are instead
economist at the State Department. ports. Those ran to nearly 700,000 and the pro-sanctions coalition, it following the impulses of fear and
Some sort of political settlement barrels a day last year. may fall apart, inviting further Rus- speculation,” wrote Greek Prime
between Russia and the U.S., based The reasons for caution in the sian aggression. Minister Kyriakos Mitsotakis on
on an improving situation in Ukraine, energy sector are both financial and Wednesday, citing analysis by Euro-
A
could result in the release of Russia’s political. Energy carveouts in the ttempting to forecast the Rus- pean agencies. He called for price
central bank reserves. But it wouldn’t sanctions act as a relief valve for Pu- sian economy right now is a caps and other measures to “reset
automatically bring foreign businesses tin, says Kimberly Marten, a Russia bit like taking a snapshot of and rebalance energy markets.”
back to the country. “That would then scholar at Barnard College, Columbia an egg thrown out a window. European officials are debating
reduce the incentive to change behav- University. Sanctions are intended to You might learn something about plans to reduce Russian gas imports,
ior,” Ahn says. be a measure less than war, discourag- how fast it’s falling, but what really which totaled 155 billion cubic meters
There are no comparable examples ing a military escalation outside the matters is where it lands. in 2021, according to the International
of countries walking back sanctions borders of Ukraine. Putin could inter- The Russian state went into the Energy Agency. Europe might be able
of the sort imposed on Russia. That pret a full energy blockade as an at- war with roughly $640 billion in fi- to scrape together a third of that
means Russia will pay the price of tack on his personal control of the nancial reserves, but sanctions have amount this year in new imports, notes
Putin’s war for the foreseeable future, frozen the country’s access to most Nikos Tsafos of the Center for Strategic
as will the rest of the world. of that money. Michael Bernstam at and International Studies, but it won’t
Expanding Markets, Growing Wealth Stanford University’s Hoover Institu- be easy: “It requires outbidding con-
I
n the U.S., President Joe Biden has Post—Cold War globalization drove immense if tion estimates that 60% of those re- sumers in emerging markets, which
tried to muster a sense of shared unevenly distributed economic growth. Russia’s war serves are in bonds and deposits in could trigger energy crises there, too.”
sacrifice on behalf of Ukraine. threatens that shared prosperity. Western central banks and private Europe will need to get its gigawatts
“Defending freedom is going to financial institutions, which are now somewhere. One place to look is at
cost us here in the U.S, as well,” he Global GDP Euro Area GDP barred from processing Russian home. This could be the moment for a
said on Tuesday. U.S. GDP Russian Federation GDP transactions. serious push toward energy efficiency,
It already has. With national aver- China GDP Another slice, $135 billion, is in says Jonathan Maxwell of SDCL, an
age gas prices up almost 25% in just gold, which still holds value but also investment firm. “What else are you
a month, according to AAA, America $100 trillion can’t be converted to currency be- going to put first? Iran? Nuclear-power
is feeling the effect of “Putin’s price cause the dollar is off-limits to Rus- plants that are going to be ready in
hike,” as the president put it. 75 sia. Russia likewise holds Chinese 2033? New gas fields that are going
The consequences of the war will be securities, but those holdings aren’t to be ready in 2035?” he asks.
significant for Americans, says Dana 50 as useful as dollars in paying for The energy debate will test new-
Peterson, chief economist of the Con- what Russians need. Only some 5% found European solidarity over the
ference Board. “People may be under- 25 of the country’s reserves might actu- Russian threat. One date to watch is
estimating the impact and saying to ally be useful in the short run, Bern- April 3, when Hungary holds parlia-
themselves, well, this is something 0 stam estimates. mentary elections that will determine
that’s happening on the other side 1980 ’90 ’00 ’10 ’20 The list of foreign companies that whether Prime Minister Viktor Orban
of the world, but not realizing that have left Russia is so long that experts continues in office. He has played
the world is interconnected.” Note: GDP in current U.S. dollars. The euro area consists of those member have switched to counting the ones spoiler on key European decisions
states of the European Union that have adopted the euro as their currency.
Global growth will be reduced by that have stayed. Even in a sector like before, including how to deal with the
0.4 to 0.9 percentage points this year, Source: Bloomberg agriculture that is largely exempt from refugees who fled Syria’s war in the
past decade, but has largely closed the U.S. dollar. The holdings of the
ranks with European leaders on the world’s central banks are allocated
Russian invasion. roughly 60% to U.S. dollars and 20%
France will vote in its first-round to euros, an arrangement that hasn’t
presidential election on April 10. Pres- changed in decades, notwithstanding
ident Emmanuel Macron has cast the global financial crisis, European
himself as a wartime leader, and polls debt crises, and Covid, says Finel-
suggest that he is gaining traction. Honigman. “In a way, this is very posi-
Putin may have expected the crisis tive, and yet, in many countries, this is
to shatter European unity, but so far increasing resentment about global
he has brought about the opposite. dollar dominance,” she says.
One reason is that the political and The West’s demonstration that it
economic institutions underlying can shut off Russia’s access to dollars
European postwar prosperity are will only heighten the resentment,
still dominant. The crisis “may be although there is little in the near term
in a crazy way a positive for the that China and other financial powers
strength of the EU,” says Irene Finel- can do about it.
Honigman, an adjunct professor at In many ways, Russia’s war isn’t
Columbia University’s School of Inter- deglobalizing the world so much as
national and Public Affairs. The world revealing how globalization works. “If
still depends “on the institutions cre- you take a brand-new sports car, take it
ated at Bretton Woods, the idea of out on the road, put your foot down,
NATO, the U.N., the IMF,” she says. plow into the back of a truck, and die,
the car didn’t do anything wrong,” says
T
he U.S. and its allies are able to Price. “Just because you get an outcome
“export recession” to Russia you didn’t like doesn’t mean that you’re
because this post–World War II witnessing a malfunction.”
financial system is still in place, Just as the U.S. effort to bring at the Council on Foreign Relations. Russia’s invasion vices have made the organization of
of Ukraine has con-
says Edward Price, a former British China into the World Trade Organi- China and other countries are al- tributed to a surge a surrogate government difficult, if not
diplomat. That’s a marked difference zation two decades ago played a role ready accelerating efforts to build in oil prices, with impossible.
gasoline now top-
from the prior conflict between the in the election of President Donald their own technology ecosystems ping $5 a gallon in
More likely, Russia’s leader will
West and the Soviet Union. “What Trump, who campaigned against independent of the U.S. and its allies. some parts of the strive to inflict further economic pain
does it mean if we take a country like China’s influence on the global econ- The coming boom in capital spending U.S. Signage, above, on the West through cyberattacks, dis-
displays fuel prices
Russia and we’re not just containing omy, the Russian war and sanctions will be duplicative, exerting a drag at a Shell station information campaigns, and other non-
it, as in the Cold War, but we’re pun- will produce unforeseen political and on growth and driving up inflation, in San Francisco military capabilities, adding further
ishing it?” he asks. geopolitical consequences, Price says. Mallaby says. in early March. uncertainty to financial markets. “A
For one thing, it means the West has The inability of states to abandon guy who pulls out the nuclear card, the
A
economic power it can use even when the dollar may drive other reactions, nd then there is Putin. Nothing very first thing? I don’t think he’s so
military action isn’t available, and that such as a reinvigorated interest in in the laundry list of conse- inclined to be thinking about, all right,
owes partly to the enduring primacy of technological self-sufficiency. The quences he has faced so far has how do we stop this?” says Rogers.
sanctions include a lower-profile but deterred him from pursuing Putin’s parasitic position in the
potentially significant set of restric- war in Ukraine. Russia’s forces are all global economy makes him exception-
Russia’s Crumbling Defenses tions on technology exports to Russia but certain to press on. “There’s just a ally difficult to dislodge. But that also
Only a tiny fraction of the Russian that could potentially choke off the high, high probability they will over- means solving the world’s Putin prob-
central bank’s $640 billion in advancement of Russian industry for whelm the Ukrainians,” says Michael lem could unlock a better future for
reserves may immediately be useful years to come. They prohibit not just Rogers, a retired admiral and the for- everyone. A financial system that dis-
in defending the economy. U.S. but also foreign companies from mer director of the U.S. National Secu- favors oligarchs might be one that
$5.3 B
shipping certain products to Russia rity Agency and commander of U.S. spreads the benefits of rising wealth
Reserve position that contain a degree of American Cyber Command. more broadly. A global economy that
in the IMF
technology. That said, Russia is unlikely to be doesn’t rely on a few authoritarian
Monetary gold $135.2 B
The U.S. used similar export con- able to install an effective, Eastern- states for energy could pay dividends in
trols to hobble Chinese technology aligned government in a country that climate and health. And a world where
Other FX assets $30.1 B
and CDRs, freely company Huawei Technologies. That has repeatedly rejected pro-Russian tyrants can’t order their troops into a
available cash, its allies have now signed on to use that leaders. “The Ukrainian people aren’t neighbor’s home and hide behind the
and claims
tool against Russia suggests it could be going to change their mind because threat of nuclear war would be safer for
employed to coerce China in the event they’ve got a knife at their throat,” all and less disruptive to markets.
it invades Taiwan or takes some similar Rogers says. Putin’s invasion of Russia may have
State and $478.2 B action, says Martin Chorzempa, a se- Putin is in a bind that he can’t eas- ended one geopolitical era, and in do-
David Paul Morris/Bloomberg
nonstate securities
and deposits nior fellow at the Peterson Institute for ily escape. But his removal by disaf- ing so set the world to work toward
International Economics. fected Russian elites is difficult to establishing another where he and his
The limits on exiting the dollar handicap. “Revolutions only succeed ilk are no longer relevant. The path
Total foreign system and the threat to future tech- when there’s a shadow state in place to that world isn’t obvious right now,
exchange: $643.2 B
nology development may combine before the operation happens,” says but if Putin has taught the world any-
Source: Calculations by Michael Bernstam of into a “real-economy pivot,” says Marten, the Russia scholar. thing, it’s that far-reaching change
Stanford, based on Central Bank of Russia data Sebastian Mallaby, a senior fellow Putin’s ruthless intelligence ser- can come in the blink of an eye. B
Uncover investment
opportunities in tech
Join Barron’s live in Silicon Valley for

conversations with the newsmakers and
the money makers that are transforming
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FEATURED SPEAKER
Katy Huberty
Director of Equity Research for the Americas
Morgan Stanley
© 2022 Dow Jones &

Company, Inc. All rights
reserved. 4E5295
C OV E R S T O RY
Drill, Baby, Drill

gas imports from Russia, all eyes Europe, natural-gas prices have hit
have turned to the shale fields of record highs, putting power compa-
Texas, New Mexico, North Dakota, nies that depend on the commodity
Pennsylvania, and Oklahoma. out of business and adding hundreds
The U.S. ended 2021 producing 11.6 of euros to power and heating bills.
Is Not an Option
million barrels of oil a day, or about Right now, however, the U.S. and
12% of global consumption. That puts Europe cannot match Russia barrel for
the country just ahead of Saudi Arabia barrel. Capital budgets would have to
and Russia. The taps are already run- quadruple by the end of 2024 for shale
ning at nearly full strength, with the to replace Russian oil and gas exports
U.S. producing more than twice as to continental Europe, the United King-
much oil as at the height of World War dom, and the U.S., according to Wells
II and on track to hit records next year. Fargo. Analysts see no conceivable
The U.S. faces certain limits even as a global energy power. Several The U.S. is now the global oil mar- scenario where that happens.
strategies will be needed to combat rising oil and natural gas prices. ket’s “swing” producer, given escalat- That’s why several strategies will
ing sanctions on Russian energy and be needed to combat rising prices,
Saudi Arabia’s unwillingness to devi- operating on different time horizons.
ate from a policy of slow production To temper the price of oil now and
By AVI SALZMAN growth. Decisions by U.S. companies replace Russian barrels of oil, the In-
will play an influential role in the ternational Energy Agency could co-
W
market. ordinate a much larger release of
ar and oil are inextrica- Drillers just figured out how to re- Pumping and exporting more from crude oil from emergency stockpiles.
bly linked. World War I strain themselves, and the stocks are the U.S. would help stabilize the oil- For now, IEA countries have said
launched the modern finally winning. and-gas market in the near term. Al- they will release 60 million barrels of
oil age, turning a little- Still, with President Joe Biden an- ready, Brent crude, the international oil, with half of that coming from the
used fuel into the en- nouncing that the U.S. will no longer benchmark, has crossed $130. Ana- U.S. But to make up for the projected
gine of the 20th century. import Russian oil and the European lysts think it could easily rise above drop in Russian exports of two million
World War II remade Union targeting a 66% reduction in $150, which would be a record. In to four million barrels a day, the mem-
how oil was transported, as newly de-
veloped pipeline technology helped
crude-oil carriers avoid the Nazi sub-
marines lurking in the Atlantic.
Now, a new war in Europe has
shaken the world. The U.S. isn’t send-
ing troops, but its oil and natural gas
are weapons in a financial war against

Russia.
The solution seems easy: turn on
the taps again; beat the bad guys. Citi-
group predicts that hydraulic fractur-
ing, or fracking, may soon become a
“patriotic duty,” with roughnecks and
derrick operators playing the role of
Rosie the Riveter.
The trouble is that bicep-flexing
comes at a time when oil economics
and national priorities don’t line up
with that goal anymore.
“Fracking as a patriotic duty—that’s
clever, but in a capitalist economy,
that’s not how things work, is it?”
says Raymond James analyst Pavel
Molchanov.
Russia may see an opportunity to
weaponize a global oil shortage, warn-
ing adversaries that $300-a-barrel oil
is coming if they don’t back down on
sanctions. Yet investors and financiers Attention is
turning to the shale
are telling oil and gas producers not to fields of Texas,
pump more and to slow down and New Mexico, North
Jay Brittain
stay within their budgets. Investing in Dakota, Pennsylva-

nia, and Oklahoma,
shale drilling had been a losing bet for including this one
a decade because of overproduction. near Carlsbad, N.M.
Shale's New Discipline both traditional energy and low- Granholm told energy executives at a To ramp those up, operators need
U.S. oil producers have been showing carbon businesses. “In my brain, I Houston industry conference this past to secure contracts. Nikos Tsafos, an
restraint even as prices have climbed. can maintain aggressive climate goals, week that “we need more supply,” a energy expert at the Center for Strate-
U.S. oil production in millions of barrels while simultaneously saying we’re message that they’ve been hearing gic and International Studies, pro-
per day
blessed with a lot of natural gas and privately, but not publicly from the poses that policy makers around the
WTI crude price per barrel
oil, so let’s incentivize more produc- White House, Wright says. world arrange a deal that will supply
15.0 mil $150 tion to help temper the escalation in The White House, which did not Europe with LNG from U.S. facilities
12.5 125 gasoline prices.” respond to requests for interviews, for the next decade and then divert
The U.S. Energy Information has noted that oil companies have those shipments to Asia—whose reli-
10.0 100 Administration has forecast that U.S. 9,000 permits they could use to drill ance on coal is particularly worrisome
7.5 75 operators can add 760,000 daily bar- now; White House press secretary from a climate perspective—for the
rels this year, or about a sixth of Rus- Jen Psaki recently told reporters that decade after that.
5.0 50
sia’s global exports. companies shouldn’t need an “embroi- To get that agreement done, “Eu-
2.5 25 Others see the potential for more. dered invitation” to start doing it. rope and the U.S. would have to relax
Rystad Energy expects production If the government were to mobilize their policy positions regarding
0 0
to grow by 1.1 million. In a running- for an energy-related Manhattan Proj- financing fossil-fuel infrastructure,”
2000 ’05 ’10 ’15 ’20
on-all-cylinders scenario, producers ect in this war, it might be directed at Tsafos wrote.
Source: Bloomberg could theoretically add another Pump It Up liquefied natural gas.
E
600,000 barrels to that total, accord- Tankers carrying LNG have already nvironmentalists and some
ing to Artem Abramov, head of shale been shuttling much more gas to Eu- energy experts oppose an LNG
760,000
bers of the IEA would need to commit research at Rystad Energy. rope in the past few months. Of the expansion. The Sierra Club and
more of the 1.5 billion barrels that “This will require quite significant 87 LNG cargoes that left U.S. ports in community groups on the Gulf
members have in storage—as much as deviations from their original bud- October, 30 of them—or 34%—were Coast have urged banks not to finance
1.5 million barrels a day for the rest of gets,” he says. The number of headed to Europe. In January, 75 of new plants, which will lock in fossil-
the year, argues Bruce Kasman, chief Producers have so far shown little daily barrels of oil the 96 cargoes shipped from the U.S. fuel production and transportation for
economist at JPMorgan Chase. sign of shifting from their drilling that U.S. produc- went to Europe, according to data decades. Methane may have a lower-
In the medium term, the U.S. may plans, however, as they focus on ers can add this cited by the American Petroleum carbon footprint than oil or coal when
need to expand its capacity to produce greater spending on dividends. year, according to Institute. Those shipments were even burned for power, but its carbon im-
and export natural gas—an even more What’s more, the industry is running the U.S. Energy larger than Russia’s pipeline supply pact is much greater when it leaks
important commodity than oil right up against physical limits. Information Admin- to Europe that month. from pipelines or wells, as has hap-
now, given soaring global electricity “Almost every frack fleet that can istration. It repre- LNG is one tool that Europe is pened regularly for years.
prices and the importance of gas as run, is running,” says Chris Wright, sents about a sixth considering to gain independence There is also a financial argument
an input for products like fertilizer. CEO of Liberty Oilfield Services of Russia’s global from Russian energy. Germany just against it. LNG capacity is growing
The U.S. is the world’s top producer (ticker: LBRT), the third-largest oil- exports. announced plans to build two new quickly elsewhere, with lower-cost
of natural gas. In the longer term, the field-services company in the U.S. terminals to accept LNG from over- projects in countries like Qatar, and
country will need to electrify more “Human personnel markets are tight. seas to replace Russian gas. U.S. plants are unlikely to be able to
infrastructure, combating global Sand supply, amazingly, is tight, very Replacing Russia in the longer term compete, according to a report this
warming and enhancing energy tight.” (Sand is used in the process of won’t be easy. Its pipelines send more month from climate-focused nonprofit
security at the same time. fracturing the shale.) Truckers are in than 13 billion cubic feet of gas to Eu- Global Energy Monitor.
Oil and gas alone clearly won’t pro- short supply, too. rope every day. That is about equal to In addition, “there’s a timing issue,”
tect Americans from swings in the Wright expects that the U.S. can the total U.S. LNG capacity, and much notes Grant Hauber, energy finance
global oil market—the U.S. is already produce 800,000 more barrels a day of that U.S. gas is bound for Asia. Sev- analyst at the Institute for Energy
technically energy independent, but by the end of the year, most of it from eral other U.S. LNG companies have Economics and Financial Analysis.
consumers are still vulnerable to price private operators who don’t have to permits for new terminals but haven’t It would take at least three years for
shocks because oil and gas trade on answer to penny-pinching sharehold- started construction. LNG facilities that start signing con-
global markets. ers. While they account for just a third tracts today to construct plants and
Reducing dependence on oil and of production, they make up more start shipping fuels.
gas will reduce the ability for com- than half of the growth in shale today, Not That 70s Show “Unfortunately, we can’t just flip
modity prices to determine the Ameri- the CEO says. Americans spend significantly less of their budgets on energy a switch and produce more supply,
can quality of life. One major reason In his view, the U.S. has failed to than they did in the 1970s and early 1980s. or even transport that supply to where
the U.S. isn’t already in recession is fully recognize the importance of oil it’s needed,” he says.
U.S. Energy Expenditures as a % of Personal Consumption
that Americans spend half as much and gas—leading to underinvestment— A renewables-focused strategy can
10%
of their budgets on energy as they did partially because the environmental, start adding capacity faster and dis-
in the early 1980s. social, and corporate governance, or 9 place demand for gas to where it is
A strategy of building on-ramps to ESG, movement has convinced inves- 8 needed most. “Every bit of the econ-
traditional energy growth now, while tors that reducing oil and gas produc- 7 omy that you can start electrifying is
simultaneously building even bigger tion in the developed world will slow going to take a small bite out of this
6
offramps, doesn’t fit neatly into either climate change. Now, he expects the price-spike pain,” he says. “If you can
party’s political platform. dialogue to shift, perhaps after the 5 switch something that’s gas to electric
“It seems like we can’t move off November midterm election. 4 and that electric is fed by renewables,
defined narratives in reaction to this “I hope we’ve hit peak fantasy you have a natural hedge against the
3
change in price,” says David Heikki- land,” he says. “I suspect the energy market pricing.”
nen, a managing director at the dialogue starts to get more sober going 2 Americans once supported wars by
Houston-based asset manager Picker- forward in this country.” 1960 ’65 ’70 ’75 ’80 85 ’90 ’95 2000 ’05 ’10 ’15 ’20 planting victory gardens. This time,
ing Energy Partners, which invests in U.S. Energy Secretary Jennifer Source: Bloomberg they may need to install solar panels. B
C OV E R S T O RY
Norway’s Energy Giant

Can Pump Out Cash We would like to welcome and thank the
following sponsors and schools for improving
Equinor stands to gain as European countries start to reduce their reliance financial proficiency for the next generation.
on Russian natural gas. And its total yield is near an eye-popping 10%.
By ANDREW BARY Equinor may also be the greenest of the
E
top global energy companies, with a carbon
quinor is one of the best-kept footprint per barrel of oil and gas produced
secrets in the oil-and-gas that is less than half the industry average.
industry. It stacks up well against its peers in offshore
The Norwegian state- wind power generation and carbon capture,
controlled company is the with unmatched technological expertise.
second-largest provider of “Equinor is the leading offshore opera-
natural gas to Europe behind tor in the world for both oil and gas and
Gazprom (ticker: GAZP.Russia). Equinor renewables,” says Antonio De Pinho, a
has been realizing a financial windfall senior resource analyst at VanEck, which
from an extraordinary surge in European holds Equinor stock.
gas prices, to roughly $40 for a thousand Decades of work developing oil and gas
cubic feet—almost 10 times the American fields in the harsh waters off the Norwegian
benchmark, and equivalent to an oil price coast has burnished Equinor’s offshore
of $240 a barrel. drilling ability. It operates an extensive net-
The company’s U.S.-listed shares work of underwater pipes totaling more
(EQNR), now trading around $33, look than 7,000 miles to bring gas onshore and
appealing at 8.6 times projected 2022 earn- then pump it through pipelines to Europe.
ings of $3.88 a share. The stock carries a The company has used its Norwegian
nearly 5% dividend yield. This reflects a offshore experience to develop fields off-
base quarterly payout of 20 cents a share shore in countries like Brazil.
and special dividends of 20 cents a share The company’s technical prowess was
quarterly that Equinor plans to pay this apparent in the fourth quarter, when it
year. increased its offshore gas production 16% R. Philip Sarnecki, CLU, ChFC Lesle Griessel, CLU, ChFC Brock Shaffer
Equinor also plans to buy back $5 billion to alleviate a European shortage and capi- Managing Partner Associate Managing Partner Managing Director
Northwestern Mutual Northwestern Mutual Northwestern Mutual
of stock in 2022, resulting in a total yield talize on high prices. SPONSOR OF SPONSOR OF SPONSOR OF
(dividend plus repurchases) of close Europe needs gas and has limited op- UNIVERSITY OF KANSAS UNIVERSITY OF KANSAS UNIVERSITY OF KANSAS
to 10%—one of the highest among major tions. As a result, it has continued to buy
energy producers. gas from Russia, which provides about
No Western energy company has greater 40% of the Continent’s supply.
exposure to European gas, which may be Yet most European countries want to
the single best energy market in the world reduce their exposure to Russian gas in the
now. Formerly known as Statoil, Equinor coming years, which should benefit Equi-
provides about 20% of the Continent’s gas. nor. (See the Emerging Markets column,
There’s a Fjord in Your Future

How Norway’s Equinor compares with other global oil-and-gas giants.
Joseph Drier III Craig Pfeiffer Mark A. Nottingham
Recent 52-Wk 2022E 2022E Dividend Market
Senior Vice President-Wealth Management President & CEO Senior Vice President
Company / Ticker Price Change EPS P/E Yield Value (bil) UBS Money Management Institute Merrill
Equinor / EQNR $33.22 67% $3.88 8.6 4.8%* $108.2 SPONSOR OF SPONSOR OF SPONSOR OF
XAVIER UNIVERSITY THOMAS JEFFERSON UNIVERSITY DAVIDSON COLLEGE
BP / BP 29.03 11 4.70 6.2 4.5 94.2
Chevron / CVX 166.27 52 11.92 14.0 3.4 323.8
Exxon Mobil / XOM 82.79 38 7.35 11.3 4.3 350.5
Shell / SHEL 51.71 20 6.64 7.8 3.7 196.1
*Includes a $0.20 special quarterly dividend E=estimate Source: Bloomberg.
page 42.)
Equinor produces more than two million
barrels a day of oil and its equivalent, split
evenly between oil and gas. Two-thirds
comes from the company’s prolific Norwe-
gian offshore fields. European gas is about
a third of its total output, and most of it is
sold on the spot market and thus benefits
Uncover
from current high prices.
“This winter, the energy realities in
Europe have demonstrated the importance
of stable and reliable deliveries of gas from
hidden
Norway,” said Anders Opedal, Equinor’s
CEO, on the company’s earnings call in
February. “Currently, we see low invento-
ries, low spare capacity, and too-low energy
investments over time.”
investment Company executives declined to speak

to Barron’s.
The biggest risk with Equinor would be
Equinor has spent decades honing
its offshore-drilling skills.
a collapse in European gas prices. Its stock,
gems however, already discounts some potential

decline, given a free-cash-flow yield of
about 20%, assuming oil at $100 a barrel
levies a high tax of 78% on Equinor’s do-
mestic profit. Yet with a low cost of about
$2 per thousand cubic feet for gas, the com-
and gas at $20—half the current price. pany’s after-tax earnings are still healthy.
Assume gas at $10 per thousand cubic feet The company has one of the larger wind
Explore our Stock Picks hub and the free-cash-flow yield is about 10%. portfolios among European energy compa-
“We believe that European gas prices nies. It plans to have 12 to 16 megawatts of
for expert investing ideas, could stay higher for longer, as there is no renewable power generation—mostly
easy way for the market to normalize until wind—in place by 2030. That’s enough to
stock picks, and concrete later this decade,” wrote HSBC analyst Kim power about 10 million homes.
Fustier in a client note last month. Equinor’s distinctive skills are evident
advice on how to navigate the Equinor, which is 67% owned by the Nor- in its use of electricity—using power deliv-
wegian government, has a market value of ered by cables from onshore hydroelectric
market. It’s your one-stop shop $110 billion, more than BP (BP). With no net plants—to run offshore rigs in two fields.
debt, Equinor also has one of the best bal- This results in one of the lowest carbon
for all things stock picking — ance sheets among major energy companies. footprints in the world. Most offshore
Its base dividend is low relative to peers, platforms globally are powered by diesel
bookmark it to keep tabs on and the company plans to increase it gradu- generators or natural gas.
ally in the coming years. Special dividends And the company is years ahead of
the next opportunity. could become the norm, given its healthy Exxon Mobil (XOM) and Chevron (CVX)
balance sheet. in carbon capture, says VanEck’s De Pinho.
An environmentally conscious Norway Equinor’s Northern Lights project, in
FIND OUT MORE conjunction with Total Energy Services
(TOT.Canada) and Shell (SHEL), is due to
BARRONS.COM/STOCKPICKS Equinor start operations in 2024. It will take carbon
(EQNR / NYSE) emissions, pipe them offshore from Nor-
way, and bury them about one-and-a-half
$35
miles beneath the Atlantic Ocean, with the
capacity to store 15 million to 30 million
30 tons of carbon annually by 2035.
While Equinor emphasizes its green ini-
25 tiatives, it’s not losing sight of its core busi-
ness. Oil and gas production is expected to
20 grow 2% this year and at a similar pace
through 2026.
15 The Norwegian continental shelf remains
a prolific energy source. The company’s big
Tom Little/AFP/Getty Images

10 Troll offshore field has been operating for 25
years and has another 25-plus years of esti-
5 mated reserve life.
With its pole position in the European
0 natural-gas market and a low carbon foot-
© 2022 Dow Jones & Company, Inc. All rights reserved. 4E5288 2020 2021 2022 print, Equinor is well suited to both energy-
Source: FacSet focused and eco-conscious investors. B
T H E B AC K S T O RY
Supply Problems? Not

Coal came from Ford's mining town growth to extremes, expanding into
of Stone, Ky., and rubber from its plan- dozens of industries. In 1951, Barron's
tation in Brazil. wrote, GE “manufactures an exceed-
At least, rubber was supposed to ingly diverse line of over 200,000 prod-
come from the prefabricated plant/ ucts, ranging from small Christmas tree
For Tesla, Apple, and Ikea town known as Fordlandia. Begun in

1927, Fordlandia had problems from
the start, from executives unfamiliar
with tropical planting techniques to
native employees who chafed under
lamps to giant steam turbines.” GE was
vertically integrated “downstream,”
with its own retail units, but it pur-
chased raw materials “upstream.”
By the 1960s, U.S. industry was
strict social rules and an American moving away from vertical integration.
Widespread supply-chain disruptions are prompting companies to reconsider food menu. Workers revolted in 1930, Management gurus like Peter Drucker
vertical integration, bringing production back in house instead of relying on outsourcing and Ford needed the Brazilian army to advised companies to stick to their core
put the incident down. businesses and outsource the rest. Cor-
“There is no truth in the report that porations looked to be “lean” and “nim-
By KENNETH G. PRINGLE Larger mills were producing fin- the Ford rubber plantation in Brazil is ble.” By the 1980s, vertical disintegra-
I
ished goods from their own fabrics, to be abandoned,” Ford said in a state- tion strategies were pursued.
t was 1946, the war was won, while “established finishers” were buy- ment, meant to quell rumors, which Some bucked the trend. Apple has
rationing was over, and Ameri- ing up mills, according to Barron's. ran in The Wall Street Journal on Feb. jealously maintained control of its
cans were ready to get out, These “vertical houses” then locked up 5, 1931. production and sales, and IKEA
spend some money, and enjoy exclusive contracts with large retailers. Some lumber made it to U.S. bought a Romanian forest in 2015 to
life again. If only they had a “Here,” we wrote, “is the explana- shores, for “interior decorative mold- supply wood for the furniture it builds
decent shirt to wear! tion why Macy's and Gimbels in New ings of Lincoln cars,” according to and sells.
A “shortage of shirts—dress, York City have shirts in a time of wide- Barron's in 1932, but rubber produc- As the economy continues to get
business, and sport—is an annoyance spread scarcity.” tion proved fruitless, and Fordlandia upended by supply-line snarls, like the
that is likely to plague the American Vertical integration is as old as was abandoned two years later. An ones created by Canada’s Ambassador
consumer for months to come,” wrote American business, developed by attempt at another location in Brazil Bridge protests, more companies are
Barron’s on Oct. 14, 1946. robber barons like John D. Rockefeller also failed, showing the limits of verti- going vertical, even GM. When, or if,
It seemed that America's men and and Andrew Carnegie. They controlled cal integration. the backups clear is anyone's guess.
boys would have to keep wearing their entire industries, bottom to top, bring- In contrast to Ford's methods, The shirt shortage of 1946 offers
threadbare old button-downs and tees ing increased regulatory scrutiny and William C. Durant built General Mo- little good news. Manufacturers, wor-
until industry could fully transition leading to the breakup of Standard Oil. tors horizontally, purchasing “practi- ried about a rumored “buyers strike”
back to peacetime production. Supply But that hardly ended the practice. cally everything that was offered in over surging inflation, cut production
was failing to meet demand for many Like Musk, Henry Ford sought the way of an automobile company, in early ’47. Then, when the strike
products, from cars and furniture to market independence, a desire mani- truck company, or parts company,” didn’t happen, stores sold out and
food staples. fested in the River Rouge Complex in including Oldsmobile, Cadillac, and the suppliers couldn't catch up.
“Only time will do the job,” we Dearborn, Mich., with its own docks, Oakland (later Pontiac), Barron's The holiday season was again
wrote. Meanwhile, inflation soared as railroad, electric plant, and steel mill. wrote on Feb. 1, 1926. GM passed Ford plagued by shortages, leaving shoppers
people bid up the prices of goods they Raw materials came in one end, and as the No. 1 car maker in 1931 and to hope that their raggedy old shirts
could find. completed Ford Motor automobiles never looked back. would have one more winter left
Anyone who has recently priced rolled out the other. General Electric took horizontal in them. B
a car, couch, or $1 slice of pizza in
New York (it's now $1.50) knows
what folks were going through back
in ’46. Today's dislocations are mostly
the result of the pandemic, rather
than the war in Ukraine, but the re-
sults are similar.
Another similarity is that, then as
now, there are some winners among
the losers.
Tesla, for example, has beaten
sales and delivery estimates through-
Courtesy Ford Motor Company Archive
out the pandemic, even as rivals shut-

tered factories due to parts shortages.
This has been hailed as a victory for
CEO Elon Musk's strategy of vertical
integration—that is, controlling his
supply lines. The mess hall at
In the shirt shortage of 1946, it was Fordlandia, Brazil, a
big department stores and their suppli- prefabricated
rubber plant/town
ers that were the winners, and again, opened by Ford
vertical integration was at play. Motor in 1927.
FUND PROFILE Talking With Ron Zibelli and Justin Livengood

Co-Managers, Invesco Discovery Mid Cap Growth
Pick-and-
Ron Zibelli, right, with
Justin Livengood
Shovel
Investing
By DEBBIE CARLSON
R
on Zibelli isn’t afraid to hold on to a stock.
Early in his career, he invested in Cisco
Systems (ticker: CSCO) as a young company

and watched the stock take off for nearly a
decade—a bet that still influences his invest-
ing approach today. And many of the picks
in his $6.2 billion Invesco Discovery Mid
Cap Growth fund (OEGAX) are graduates of the small-
cap growth fund he also manages.
The portfolio co-manager’s ability to identify strong
companies in their early stages and stick with them

gives his team a leg up against the competition, which
is evident in the fund’s performance.
Mid Cap Growth is a Morningstar bronze medalist
fund, with a below-average expense ratio of 1.03%. It
beat the Russell Mid Cap Growth index and its mid-cap
growth category on a three- and five-year basis, with a
five-year annualized return of 14.4%. The A shares carry
a front load of 5.50%.
In 1991, Zibelli was a technology analyst and direc-
tor of research for Princeton Bank & Trust, a boutique
private bank that was eventually acquired by Chase
(and later bought by JPMorgan). He had recommended
buying Cisco Systems—then a relatively new company.
It was a leader in an emerging market called internet-
working, which eventually enabled the creation of the
wide-area networks that connect geographically dis-
tant computers. Shares were trading at a split-adjusted
price of 20 cents—even though revenue was growing
above 100% year over year.
His team was still holding Cisco five years later in
1996 when Zibelli transferred to a new job. Cisco
eventually peaked at $82 a share in 2000.
“The experience of recommending that stock, and
witnessing firsthand the tremendous impact to the port-
folio’s value, had a tremendous impact on me in formu-
Photograph by AXEL DUPEUX

lating my investment philosophy,” says “This is a company that sits down with Scoreboard: The Crisis Profile
Zibelli, 62. their customers and comes up with cre- (Nearly everything dropped as the war in Ukraine unfolded. The S&P 500 sank 2.38%, the Bloomberg
He now similarly seeks companies that ative solutions to their pain points,” says AGG slid 1.08%, and China funds plunged on lower growth forecasts. Precious metals , of course, soared.
are pioneering new markets or are leaders Zibelli. One Week Year-to-Date
in their fields. They must also have strong Monolithic is a fabless chip maker,
management teams and considerable meaning that it designs chips but out- U.S. STOCK FUNDS – 2.43% – 10.83%
TOP SECTOR / Precious Metals Equity Funds 6.94 15.95
potential to outperform for extended sources much of the fabrication to another BOTTOM SECTOR / China Region Funds – 7.98 – 18.47
periods. firm. It added its own manufacturing ca- S&P 500 – 2.38 – 10.63
The New York City–based Zibelli pacity a few years ago—a prescient move, U.S. BOND FUNDS – 1.05 – 3.67
Bloomberg Barclays AGG Bond – 1.08 – 4.20
launched the mid-cap growth strategy in given the current global chip shortage.
2010 when he was at OppenheimerFunds, That allowed the company to expand and THE WEEK'S TOP 25
and he co-manages it with Justin Liven- set it up for its next wave of growth, Zibelli Fund Investment Objective One Week Year-to-Date
good, 47. The two first worked together says. The fund first bought Monolithic
Rydex Energy Svcs H / RYVAX Natural Resources 14.19% 43.3%
at Merrill Lynch Investment Managers stock in 2012 at about $20; it currently DoubleLine Strat Comm I / DBCMX Commodities General 9.64 33.9
in the early 2000s, and both joined In- trades around $395. Fidelity Sel Gold / FSAGX Precious Metals Eq 8.36 18.2
vesco in 2019 when the firm acquired The No. 4 holding, veterinarian diagnos- Midas Fund / MIDSX Precious Metals Eq 8.33 13.5
G&R Resources Inst / GRHIX GL Natural Resourc 8.31 27.8
Oppenheimer. tics firm Idexx Laboratories (IDXX), has Gabelli Gold I / GLDIX Precious Metals Eq 8.20 19.1
Beyond strong management teams, they been in the portfolio for about 10 years. VanEck Intl Gold Y / INIYX Precious Metals Eq 7.84 15.2
favor business models with strong secular The veterinarian industry has grown sig- USAA Prec Met&Min Fund / USAGX Precious Metals Eq 7.83 16.4
growth potential, such as subscription nificantly, especially as the Covid-19 pan- Allspring Prec Met A / EKWAX Precious Metals Eq 7.62 17.8
AQR Risk-Bal Comm Str I / ARCIX Commodities General 7.37 31.7
models or companies that are oligopolies. demic spurred many people to adopt pets. Amer Cent Gl Gold Inv / BGEIX Precious Metals Eq 7.09 19.0
They also like firms that fulfill needs for a Prepandemic, the industry grew at 5% to Rydex Precious Metls Inv / RYPMX Precious Metals Eq 7.00 20.2
broad range of clients—akin to investing in 6% a year, but now it’s running at 8% to EuroPac Gold A / EPGFX Precious Metals Eq 6.85 15.0
Sprott Gold Equity Inv / SGDLX Precious Metals Eq 6.77 16.8
the pick-and-shovel suppliers to the gold 9%, Livengood says, and it’s likely to re- First Eagle Gold I / FEGIX Precious Metals Eq 6.67 13.9
industry of yore. main at elevated levels for some time. OCM Gold Adv / OCMAX Precious Metals Eq 6.54 18.6
The co-managers’ backgrounds in “Once you get a new puppy or a kitten, US Glbl Gold&PM / USERX Precious Metals Eq 6.19 11.9
Invesco Gold & SM A / OPGSX Precious Metals Eq 6.15 15.3
small-cap growth investing—Zibelli also you can’t turn off the annual or semiannual
Aegis Value I / AVALX Small-Cap Value 5.98 18.1
manages the $3.7 billion Invesco Discov- visits to the vet,” he says. Integrity MN Amer Res A / ICPAX Natural Resources 5.72 22.0
ery fund (OPOCX)—gives them a fertile Compared with its competitors, Idexx Rydex Energy Fund Inv / RYEIX Natural Resources 5.70 30.9
ground for Mid Cap Growth picks. Many capitalized on creating newer and rapid Global Clean Equity I / CGCNX Industrials 5.65 – 15.8
Hennessy Ener Trans Inst / HNRIX Natural Resources 5.49 32.3
of the mid-cap fund’s holdings are firms health tests that are possible to run in the Franklin Gld&Pr Mt A / FKRCX Precious Metals Eq 5.44 12.9
they found when the companies were still vet’s office, and created more-sophisticated Crdt Suis Mgd Fut Str I / CSAIX Alt Mgd Futures 5.38 14.6
small-cap names, giving the team a com- in-lab tests that were unavailable five to 10
petitive advantage over their peers, Zibelli years ago, such as certain urine-based THE WEEK'S BOTTOM 10
says. tests, Livengood says. And it has achieved Fund Investment Objective One Week Year-to-Date
One example is the fund’s No. 7 holding, loyalty with vets, he adds—another com- PIMCO RAE PLUS EMG Inst / PEFIX Emerging Markets – 15.01% – 17.9%
Monolithic Power Systems (MPWR), a petitive advantage. Voya Russia A / LETRX Emerging Markets – 14.20 – 91.1
Columbia Grtr China I / LNGZX China Region – 10.48 – 22.1

company that creates semiconductor-based In the “picks and shovels” category is Templeton China Wd A / TCWAX China Region – 10.18 – 22.5
power systems, which the managers have SVB Financial Group (SIVB). The team Eaton Vance Grtr Ch A / EVCGX China Region – 10.09 – 19.5
known since its small-cap days. has owned the stock on and off since the Clough China I / CHNIX China Region – 9.51 – 21.7
bank was a small-cap, and bought it again Matthews Asia China Inv / MCHFX China Region – 9.42 – 21.0
Morg Stan I Asia Opp I / MSAQX Pacific Ex Japan – 9.25 – 20.7
in early 2021. Livengood says that it’s the AMG GW&K EW Eq Z / TYWIX Emerging Markets – 9.20 – 17.2
Invesco Mid Cap Growth premier bank in the technology industry, US Glbl China Region / USCOX China Region – 9.16 – 14.9
Total Return lending to many private-equity and
1-Yr 5-Yr 10-Yr THE LARGEST 25
venture-capital firms in the sector. In 2021, Assets 3-Year* 1-Week YTD
OEGAX -8.1% 14.4% 12.9% SVB grew deposits, loans, and earnings by Fund (billions) Investment Objective Return Return Return
Mid-Cap Growth Category -9.1 13.0 12.0 over 30% from the previous year, he adds. American Funds Gro A / AGTHX $125.1 Large-Cap Growth 16.5% – 2.60% – 17.4%
The bank should also benefit when interest Fidelity Contrafund / FCNTX 110.5 Large-Cap Growth 17.6 – 2.38 – 15.8
Top 10 Equity Holdings rates eventually creep up. Vanguard Wellington Adm / VWENX 103.4 Mix Tgt All Gro 11.1 – 2.41 – 9.6
Company / Ticker % Assets American Funds Bal A / ABALX 101.0 Mix Tgt All Gro 10.7 – 1.57 – 6.4
“We’re participating in the growth of the Dodge & Cox Stock / DODGX 97.3 Multi-Cap Value 16.5 – 0.90 – 2.2
Synopsys / SNPS 2.5% American Funds Inc A / AMECX 82.5 Mix Tgt All Mod 9.9 – 1.66 – 4.0
entire VC economy, if you will, by owning PIMCO Income Inst / PIMIX 80.3 Multi-Sector Inc 2.8 – 1.24 – 5.3
Zebra Technologies / ZBRA 2.3 SVB,” he says. American Funds EuPc R6 / RERGX 79.6 Intl Large-Cap Growth 7.2 – 3.87 – 17.5
MSCI / MSCI 2.3 Recently, growth stocks and related American Funds Wash A / AWSHX 75.1 Large-Cap Value 14.8 – 1.32 – 6.1
American Funds ICA A / AIVSX 74.8 Large-Cap Core 14.3 – 2.11 – 9.7
Idexx Laboratories / IDXX 2.1 funds have been reeling, as markets widely Fidelity SA US Tot Stk / FCTDX 70.8 Multi-Cap Core 17.1 – 2.50 – 10.7
KKR / KKR 2.1

expect the Federal Reserve to raise interest Dodge & Cox Income / DODIX 68.7 Core Bond 3.6 – 1.11 – 4.6
American Funds CIB A / CAIBX 67.0 Global Equity Income 7.9 – 1.85 – 4.9
rates this month. Mid Cap Growth is down American Funds FInv A / ANCFX 64.7 Large-Cap Core 13.8 – 2.37 – 10.5
Old Dominion Freight Line / ODFL 2.1
24% year to date. The recent spike in Vanguard PRIMECAP Adm / VPMAX 64.0 Large-Cap Core 14.2 – 2.70 – 10.5
Monolithic Power Systems / MPWR 2.0 Fidelity Str Adv LgCp / FALCX 59.8 Large-Cap Core 0 – 2.46 – 10.0
commodity prices is another concern; American Funds NPer A / ANWPX 59.1 Global Large-Cap Growth 15.5 – 2.55 – 16.6
SVB Financial Group / SIVB 2.0 the co-managers are assessing their port- American Funds CWGI A / CWGIX 56.9 Global Large-Cap Core 10.3 – 2.69 – 12.1
Vanguard Div Gro Inv / VDIGX 53.8 Equity Income 15.6 – 2.65 – 7.4
Trimble / TRMB 2.0 folio for potential impacts. Vanguard Wellesley Adm / VWIAX 53.8 Mix Tgt Alloc Con 7.6 – 1.82 – 4.8
Marvell Technology / MRVL 2.0 It’s an evolving situation, Zibelli says, PIMCO Tot Rtn Inst / PTTRX 53.4 Core Plus Bond 3.2 – 1.37 – 4.7
Vanguard Sh-Tm Inv Adm / VFSUX 53.2 Short Inv Grade 2.0 – 0.92 – 3.1
but the kinds of companies his fund MetWest Total Rtn I / MWTIX 49.1 Core Plus Bond 3.3 – 1.30 – 4.8
Total 21.4% holds—with strong management teams, Vanguard Equity Inc Adm / VEIRX 47.0 Equity Income 13.2 – 1.67 – 2.5
Note: Holdings as of Jan. 31. Returns through March 7;
business models, and balance sheets— Vanguard Intl Gro Adm / VWILX 47.0 Intl Large-Cap Growth 12.8 – 5.62 – 23.3
five- and 10-year returns are annualized.
Sources: Morningstar; Invesco
should outperform. B *Annualized 03/07/2019 to 03/10/2022. Through Thursday. Source: Lipper
F UN DS
An autocratic regime and lack of freedom tend to
generate black-swan events and sharp market
volatility, says Life + Liberty Indexes’ Perth Tolle.
Ukraine Invasion Puts

will ever see the pre-invasion level of carried out at an individual company’s
foreign investment and business level, and a blanket ban on specific
activities again. “I don’t think we’ll see countries isn’t common. The $120
investors and companies returning to million Freedom 100 Emerging
China Exposure in
Russia,” he says. “Companies are Markets ETF (FRDM) is an
acting more responsibly today, and exception: It explicitly avoids
investors are more aware of the investing in autocratic countries such
implications their money has on these as Russia, China, and Saudi Arabia.
Focus for ESG Funds

broader systems.” The fund is based on an index
To be sure, most ESG funds already devised by Life + Liberty Indexes,
have very low exposure to Russian which uses data from third-party
assets due to their general avoidance of think tanks based on 79 different
fossil-fuel companies, which make up social and economic variables to rank
half of the Russian market. Russian countries based on their “freedom”
R
companies also tend to have poorer level. The higher the score, the heavier
ussia’s invasion of “It’s pretty striking how many corporate governance, data privacy weight a country will have in the
Ukraine has sent a [companies and institutions] have been protections, and human-rights records. portfolio. India, for example, was
wake-up call to fund doing this without much prompting Still, nearly 13% of 370 sustainable excluded in 2021 after the
managers holding from governments or consumers,” says funds were holding Russian stocks at government’s repression of Kashmir,
stakes in countries Jon Hale, U.S. director of sustainability the end of last year, according to interference in the media, and
run by autocrats, research at Sustainalytics. Morningstar. Although most of them blockage of the internet.
especially those with Morals and ethics might not be the had a small exposure of less than 2%,
A
environmental, social, and corporate only reasons to stay away from Russia. some funds were more heavily invested n autocratic regime and lack of
governance, or ESG, considerations. Many asset managers are now stuck in the Russian market. freedom tend to generate black-
Major index providers have By Evie Liu with nearly worthless holdings. “The The $88 million Artisan swan events—such as Russia’s
removed Russia from their emerging current situation serves as a warning Sustainable Emerging Markets fund invasion of Ukraine and China’s
market benchmarks, and many asset that these autocratic regimes do carry (ARTZX), for example, invested 8% of intervention in private businesses—
managers have halted the purchase of risks,” says Hale. its assets in Russian firms like gold and sharp market volatility, says Perth
Russian assets. For now, those Hale doubts that the Putin regime miner Polyus (PLZL.Russia), energy Tolle, founder of Life + Liberty Indexes.
decisions are driven by market giant Lukoil (LKOH.Russia), and the Because the fund has avoided
conditions: The Moscow stock nation’s largest lender, Sberbank turmoil in both countries’ markets, it
exchange has been closed since Feb. 28, Autocracy Risk (SBER.Russia). The $11 million has beaten 94% of emerging market
and many overseas-listed Russian Most emerging market funds, including those with ESG Ashmore Emerging Markets Equity peers year to date and outperformed
shares also halted trading after nearly mandates, have a much larger exposure to China than Russia. ESG fund (ESAGX) had a 5% 88% of them in the past 12 months.
getting wiped out, essentially making weighting in Russian companies like For many investors, it might be easy
Average weighting in portfolios, by country
the Russian market uninvestible. discount-store chain Fix Price Group to remove Russia from their portfolios
Once the market reopens and stock 0% 10 20 30 (FIXP.Russia) and online recruiter since it’s neither a big component of
prices start to recover, investors will HeadHunter (HHR). the global market nor very attractive to
need to ask themselves a pressing It’s unclear whether the two funds start with. Divesting from China
question: Is this time to get back to All emerging sold their Russian holdings before they would be much harder: The country
business and hunt for bargains? Or market funds plunged. Both funds have tumbled alone makes up 30% of emerging
should Russia be excluded from their 20% year to date, underperforming markets indexes and is viewed as a
portfolios based on moral grounds? 95% of their peers. The funds didn’t promising opportunity by many. But
While the financial industry respond to requests for comment. that kind of concentration is exactly
traditionally has been cautious about Still, exposure to Russia doesn’t where the risk might come from.
China
investing in markets under autocratic necessarily spell doom for an otherwise “China will be the biggest drag on
regimes, it often takes a pragmatic All ESG funds Russia solid fund. The $25 million VanEck the emerging markets going forward,”
approach, focusing on the safeguarding Green Metals exchange-traded fund Tolle says. “Its growth story is not
of assets rather than the moral (GMET), which invests in firms that going to continue.”
implications of a country’s actions. produce and process “green metals” Not all ESG managers appear to
Russia might have just changed that. used in renewable energy, had a 5% agree: At the end of last year,
Already, a number of U.S. Emerging weighting in Norilsk Nickel Mining emerging market–focused sustainable
companies, including McDonald’s market & Metallurgical (GMKN.Russia) funds had an average 20% exposure to
(ticker: MCD) and Coca-Cola (KO), ESG funds before the Ukraine invasion. While the Chinese stocks, just slightly less than
have suspended business operations in metal giant’s London-listed shares lost the 24% average for all emerging
Russia, while many pension and 94% of their value in the past month, market funds. B
sovereign-wealth funds are freezing or Note: Funds’ holdings as of Dec. 31; only include the ETF outperformed half of its peers.
disposing of their Russian holdings. stock funds Source: Morningstar Today, most ESG ratings are email: [email protected]
I N C O M E I N V E STI N G
Before the pandemic, Kohl’s paid a dividend of
70.4 cents a quarter. After restoring it at 25 cents
last year, Kohl’s recently doubled it to 50 cents.
Sure, a 100% Increase

stocks make a lot of sense for inves- Lance Loeffler, the company’s chief
tors. These recent dividend hikes, she financial officer, told analysts during
says, are “signaling a commitment to the fourth-quarter earnings call in
shareholders” and “signaling confi- January that “this is a first step in a
On a Dividend Is Nice.
dence in their future ability to gener- long line of other things that we ex-
ate earnings.” pect to do to really accelerate cash
In a research note last fall titled “10 returns to shareholders.”
Reasons for S&P 500 Dividend Exploration-and-production firm
Just Don’t Count On It.

Growth,” Subramanian and her team Hess, meanwhile, recently declared a
laid out their case for owning these quarterly disbursement of 37.5 cents a
types of stocks, citing strong balance share, an increase of 50% from 25 cents.
sheets, relatively low dividend payout Another big recent boost came
ratios, and the scarcity of yield in a from home builder Lennar (LEN),
low-rate environment, among other which is raising its payout by 50%, on
I
reasons. “You don’t necessarily want a quarterly basis, to 37.5 cents a share
t’s not every day that a com- before Russia invaded Ukraine last to buy the highest dividend yielders from 25 cents. In a Jan. 12 release an-
pany raises its dividend by month. Now they are booming and because those are often the distressed nouncing the move, Stuart Miller, the
50% or more, so when Kohl’s looking to return cash to investors. companies,” says Subramanian, add- company’s executive chairman, said in
earlier in March doubled its Occidental Petroleum (OXY), for ing that she prefers “good, healthy part that “given our confidence in our
payout it’s no surprise that it one, declared a 1,200% dividend hike above-market yields” in the second- operating platform and resulting cash-
made headlines. late last month, to 13 cents a share highest quintile in terms of yield. flow generation, we continue to be-
But income investors hop- from a penny. It had slashed its quar- Subramanian also ascribes the re- lieve a balanced program of debt re-
ing for more of the same should know terly in March 2020 to 11 cents a share cent surge of big dividend hikes to duction, stock repurchase, and an
that such big increases aren’t sustain- from 79 cents, citing a big drop in companies playing catch-up and to the increased dividend is appropriate.”
able and likely represent some pan- By Lawrence C. commodity prices, and then to a big thirst for equity income. Her note Elsewhere, Tractor Supply
demic catch-up. Strauss penny two months later, as the pan- observed that active equity income (TSCO), which operates a chain of
Indeed, Howard Silverblatt, senior demic worsened. The stock was re- funds accounted for nearly 37% of the more than 2,000 stores catering to
index analyst at S&P Dow Jones Indi- cently yielding 1%, compared with assets under management “amid an recreational farmers and ranchers, has
ces, attributes the wave of 50%-plus about 1.5% for the S&P 500. ultralow rate environment,” up from raised its quarterly dividend to 92 cents
increases largely to improving busi- While experts note these outsize 17% in 2010. a share—a hike of nearly 80% from 52
ness conditions. “In general, it’s the dividend raises aren’t sustainable as Of the eight companies in the ac- cents. The increase reflects “our confi-
economy,” he says. payouts eventually normalize and companying list, three are in the en- dence in the business,” CFO Kurt Bar-
For Kohl’s (ticker: KSS), which de- roughly track earnings growth, the ergy sector, including Halliburton ton told analysts this past week.
clared a quarterly dividend of 50 cents number of 50% or higher boosts that (HAL) and Hess (HES). Excluded are Advance Auto Parts (AAP), which
a share, 100% above its current level, S&P 500 companies have declared so three companies with variable payouts. last month declared a quarterly payout
the boost is a sign of how the retailer’s far in 2022—not to mention the 20 or Halliburton, an energy-services of $1.50 a share, a 50% increase from
business has improved since spring so last year—is one sign of improving supplier, plans to boost its quarterly $1, also cited improving conditions.
2020, when it closed the majority of its dividend health more generally. dividend to 12 cents a share from 4.5 The company’s CFO, Jeffrey Shepherd,
stores and suspended its payout amid Savita Subramanian, head of U.S. cents, an increase of nearly 170%. told analysts during a fourth-quarter
the initial stage of the pandemic. It re- equity and quant strategy at BofA The company slashed its quarterly earnings call last month that the divi-
stored the dividend nearly a year later Securities, says that dividend growth from 18 cents in the spring of 2020. dend boost was a reflection of “confi-
at 25 cents a share on a quarterly basis, dence in the continued robust cash
well below the 70.4 cents it had paid generation of our business.”
before the pandemic. And now an ac- Playing Catch-Up The two other companies in the
tivist investor, Macellum Capital Man- These are among the S&P 500 companies that have declared dividend increases of at least 50% so far in 2022. accompanying table—NXP Semicon-
agement, wants performance to im- Previous New ductors (NXPI) and Old Dominion
Recent Dividend Quarterly Quarterly Dividend
prove or the company to be sold. Freight Line (ODFL)—plan to boost
Company / Ticker Price Yield Dividend Dividend Increase % YTD Return
Regardless of how the Kohl’s situa- their quarterly disbursements by 50%.
Advance Auto Parts / AAP $201.31 3.0% $1.00 $1.50 50% -16.1%
tion plays out, its dividend policy is With short-term interest-rate hikes
another example of companies in vari- Halliburton / HAL 36.24 1.3 0.045 0.12 167 59.1 by the Federal Reserve likely and immi-
ous sectors putting through sizable Hess / HES 97.12 1.5 0.25 0.375 50 31.2 nent, Subramanian says that dividend
payout increases recently due to im- Lennar / LEN 83.26 1.8 0.25 0.375 50 -28.0 growth stocks with reasonable yields
proving economics and postpandemic NXP Semiconductors / NXPI 169.72 2.0 0.5625 0.845 50 -25.5
make sense right now.
catch-up. “Their cash-return decision is going
Occidental Petroleum / OXY 55.38 0.9 0.01 0.13 1200 91.0
Consider energy companies, many to be even more attractive for investors
of which cut their payouts during the Old Dominion Freight Line / ODFL 302.01 0.4 0.20 0.30 50 -15.7 than it has been in the last 10 years,
pandemic and have been benefiting Tractor Supply / TSCO 227.48 1.6 0.52 0.92 77 -4.3 where rates have been basically at
from a rise in crude-oil prices, even Note: Data as of March 7 Sources: S&P Dow Jones Indices; FactSet zero,” she adds. B
T E C H T R ADER
Investors were excited about Amazon’s $10 billion
buyback, but Apple is returning nearly that much
to shareholders every month,
Apple Isn’t Surprising

had a deal with Major League Baseball notes that Apple has expanded the
to air two games every Friday night Mac’s market share to 9% from 7.5%
during the season. since the debut of the first M1-based
Despite a lack of surprises, Wall laptops in late 2020.
Anyone—Why It’s Still

Street still found plenty to digest. Here The sum of the parts is greater
are six takeaways from the event: than the whole. Morgan Stanley’s
The chip shortage isn’t slowing Huberty writes that while Apple’s new
Apple’s product push. Jefferies ana- products won’t move the needle on a
Managing to Thrive
lyst Kyle McNealy said quick shipping stand-alone basis, “they will collec-
dates for the new products suggest “a tively represent tens of millions of
relatively benign” supply environ- incremental product shipments that
ment. “This was one of the more posi- will help Apple maintain industry-
tive indicators from the event,” he leading retention rates, attract new
wrote. “We think this is indicative of users, and grow both hardware and
either a relatively benign supply envi- services spend per user.”
A
pple’s latest product from a financial point of view. The SE, ronment or an enhanced supply pos- Apple’s MLB announcement
event—dubbed “Peek which starts at $429 versus $699 for ture at Apple driven by inventory and underlines the inevitable shift of
Performance”—didn’t the cheapest iPhone 13, could spur firm purchase commitments.” sports to streaming. Needham ana-
really surprise any- upgrades from those still using older The new low-end iPhone should lyst Laura Martin notes that the an-
one. But this past models. It’s a phone that is less about boost sales and drive upgrades. nouncement follows Amazon ’s deal
week’s virtual launch buzz and more about filling a hole in Morgan Stanley analyst Katy Huberty for NFL games. She thinks Netflix
offered important the company’s lineup—a cheap option wrote that Wall Street’s iPhone esti- (NFLX), which has yet to enter the
clues about Apple’s business, and it for consumers who want a 5G device. mates for the current year might now sports fray, is at a disadvantage in the
helped explain why the company’s Apple’s biggest hardware an- be too low. She thinks the updated streaming wars.
stock has held up better than other By Eric J. Savitz nouncement was the M1 Ultra, a new iPhone SE should be “a new tool to
A
tech giants amid the latest volatility. high-end processor that will make its help drive upgrades” from users with pple shares aren’t without
Shares of Apple (ticker: AAPL) are debut in the Mac Studio, a sort of su- older iPhones. The phone is also risk—the company saw an
about flat since the Nasdaq Composite per-duper version of the Mac Mini slightly pricier than the last SE model. unsustainable surge in hard-
peaked in November. That’s an impres- targeted at design professionals. The The SE could take business ware demand during the pan-
sive performance given the sharp dou- Ultra version of the Studio is priced at from Android. Cowen analyst Krish demic, as consumers hunkered down
ble-digit stock declines for the rest of $3,999; there’s a lower-end model Sankar thinks the new SE is well posi- and established home offices. PC mak-
the tech giants. In part, the market has priced at $1,999 that’s equipped with tioned versus Android devices, and ers Dell Technologies (DELL) and
seen Apple shares as a place to hide, a Apple’s less-powerful M1 Max chip. could spur market-share gains, espe- HP Inc. (HPQ) both recently reported
stable business generating mountains Apple also announced a new ver- cially in Asia. slowing consumer sales; a slowdown in
of cash and returning gobs of it to in- sion of its iPad Air tablet; a new The new M1 Ultra chip is what consumer tech spending would almost
vestors. Last week, Wall Street went a $1,599 27-inch display, which can be Steve Jobs would have called a certainly have consequences for Apple.
little gaga over Amazon.com’s used with the Studio or other Apple “screamer.” Basically two M1 Max But Apple is an innovation and cash
(AMZN) $10 billion stock repurchase, computers; and a couple of green me- chips sewn together, the Ultra chip machine. The company seems destined
which was paired with a stock split. tallic versions of its iPhone 13. offers performance well ahead of any to continue gaining market share in
Apple has been returning nearly that The one real surprise was the an- previous Mac processor. UBS analyst PCs, phones, and online services. And
much to shareholders every month via nouncement of Apple’s first major David Vogt writes that the M1 Ultra its aggressive buybacks will continue
dividends and stock buybacks. move into sports. The company said “is the most important long-term de- to support the stock price.
Somehow the aggressive capital-re- that its Apple TV+ streaming service velopment” unveiled at the event. He Talk about peak performance. B
turn program hasn’t slowed the com-
pany’s innovation engine, and you
could see that in last week’s set of an-
nouncements. While lacking the flash
of products still in the rumor stage—
like cars and virtual-reality glasses—
While Apple didn’t announce rumored inno-
the showcase demonstrated that Ap-
ple can simultaneously reach down to
vations like a car or virtual-reality glasses, its
budget-sensitive consumers while latest products show a company that is now
Gabby Jones/Bloomberg
playing up to big-budget power users.
As widely expected, Apple unveiled
a new 5G version of the iPhone SE, the
appealing to both budget-sensitive consum-
entry-level product in its smartphone
lineup. It was the announcement with
ers and big-spending pros.
the greatest near-term importance
THE EC ONOMY
The consumer price index rose 7.9% in February
from a year earlier, hitting a 40-year high without
the full impact of Russia’s invasion of Ukraine.
Here’s Why It’s Time to

income on food, the current environ- would do everything he can to reduce
ment begins to look more alarming. the impact of high prices. But what
That is especially true when you con- can Biden, or any politician, reason-
sider data from the Census Bureau ably do to immediately affect the
Focus on the Inflation

showing that roughly 10% of American prices of basics such as food and fuel?
households—and slightly more when The options to increase energy supply,
looking at families with children—don’t which in turn affects food prices via
have enough to eat. The latest snapshot packaging and transport, are politi-
Economists Ignore
predates the war in Ukraine. cally fraught, says D’Acunto of Boston
The implications of fast-rising food College. The U.S. turning to Iran or
prices go beyond the obvious effects Venezuela to fill the void is thorny, and
on consumers’ standards of living and releasing strategic reserves is a card
ability to drive broad economic better saved for a potentially more dire
growth. Yaneer Bar-Yam, president situation, he says. That leaves the
T
of the New England Complex Systems prospect of more fiscal stimulus,
he latest increase in word that Federal Reserve Chairman Institute, warns that rapid increases which threatens to exacerbate the very
consumer prices is Jerome Powell last year retired. in the price of food threaten social problem it would seek to mitigate.
worse than it looks, But the conventional wisdom might systems, with surging food prices the Ask an economist about hyperinfla-
and it may be only be discounting the crucial interplay main factor behind major spells of tion and most will swiftly dismiss the
the start. between food prices and inflation ex- social unrest that are usually attri- idea. That’s understandable in the con-
The consumer pectations. Francesco D’Acunto, a pro- buted to politics. The Food & Agricul- text of the term’s classical definition,
price index jumped fessor at Boston College, says inflation ture Organization’s Food Price Index where the inflation rate exceeds 50%
7.9% in February from a year earlier, expectations are most heavily influ- is at a record high, with its move remi- per month. Still, this may be a good
hitting a new, 40-year high even before enced by changes in grocery prices. niscent of the one that preceded the time to remember that virtually no
the economic implications of Russia’s By Lisa Beilfuss Two months ago, about a fifth of Arab Spring in 2011, says Bar-Yam. Wall Street economist predicted the
invasion of Ukraine hit. When you back U.S. households said they expected “Food prices are going up so fast. inflation we have now, even before the
out food and energy prices, as econo- broad price inflation of at least 10%. Chances of social unrest are extraordi- current geopolitical shock showed up,
mists and policy makers like to do since D’Acunto says that share has shot up narily high,” he says. “When a very with the vast majority of the consensus
those components can be volatile and to over 60% of households as grocery strong driver of things is changing having espoused transitory inflation.
noisy, so-called core consumer prices prices quickly increase. The idea is quickly, we have to understand that Hyperinflation is still a low proba-
rose 6.4% last month. That is more than that if surging food prices have an out- the system is becoming unstable,” he bility, especially if high prices cause
three times the central bank’s target size effect on overall inflation expecta- adds. That doesn’t mean domestic riots the kind of demand destruction that
meant to represent stable prices. tions, where stable inflation expecta- are imminent. But it does highlight the helps trigger recessions. But the odds
Excluding food and energy from tions are vital for stable inflation itself, mounting pressure on governments aren’t zero, says Lawrence Lepard,
the CPI seems like exactly the wrong the odds of unmoored expectations— worldwide as already-high food and managing partner at Equity Manage-
thing to do right now. This week, this and thus prices—are rising. energy prices ratchet higher in re- ment Associates. He points to a 31%
column is doing the opposite, strip- When you consider the idea that the sponse to sanctions put on Russia. rise over the past three months in the
ping out everything but necessary lowest-income quintile of households White House Press Secretary Jen iShares S&P GSCI Commodity-
items. Call it the Barron’s Basics CPI, spends more than a quarter of their Psaki has said that President Joe Biden Indexed Trust exchange-traded fund
comprising year-over-year changes in (ticker: GSG), what he calls the best
foods like meat, eggs, bread, milk, and Fast & Furious proxy for global commodity prices, in
produce, in addition to shelter, gas, Food prices rose at the fastest pace in 40 years before geopolitics hit supply. addition to lurching food and shelter
and utilities. The average change in 25% costs. Mention “hyperinflation” and
those items climbed 16% in February you’re written off as a crank and a
from a year earlier—and that’s before 20
conspiracy theorist, Lepard says. “But
about a quarter of the world’s wheat it’s not the joke it used to be.”
exports and a 10th of the world’s oil It is possible that tighter monetary
15
exports effectively went off-line. policy will effectively cool inflation
Poll Wall Street economists and and the geopolitical shock won’t turn
10
you’ll hear that inflation will peak in out to be as bad as it seems. It is also
March, if at a higher level than previ- possible that diminishing purchasing
5
ously expected. After the latest price power will push more people back
data, economists at Deutsche Bank, for into the workforce, helping to alleviate
0
example, said headline CPI would top supply-chain issues and wage pres-
out this month at 8.2% and slow to a sure, to tamp overall inflation. But it is
5.1% pace by year end. That would -5 hard to fully dismiss the many factors
suggest the current geopolitical shock 1960 ’65 ’70 ’75 ’80 ’85 ’90 ’95 2000 ’05 ’10 ’15 ’20 at play that portend persistently high
will be a mostly transitory one, to use a Source: Federal Reserve Bank of St. Louis price inflation. To be continued…. B
36 * BARRON’S March 14, 2022 March 14, 2022 BARRON’S * 37
Q&A An Interview With Nili Gilbert “The Swiss Re Institute estimates an 18% hit
Net zero means reducing emissions as much as possible, and then focusing
Vice Chairwoman, Carbon Direct

on the need to remove them. Limiting global warming to 1.5 degrees Celsius,
or 2.7 degrees Fahrenheit, is the driving logic. to global GDP if we stay on our current path.”
The Case
needs for fossil energy, as well as long- How do carbon credits fit in? mensurate with the cost. This is what financial firms, including asset own-
term clean energy transitions. Our We know that we’re going to have to makes certain carbon capture—which ers, asset managers, banks, and insur-
energy transition will remain difficult remove a significant amount of emis- we’re investing in via the cement ance companies, had made net-zero
and complicated. The more that we sions in order to achieve a 1.5-degree industry—more economically ready commitments. These institutions
overshoot the pathways we have ahead goal. So for me, all of this starts with to scale right now than pure removals. represent $130 trillion in assets.
For Carbon
for decarbonization, the more CO2 will the emissions themselves. But in
need to be removed. And the need for order to get capital into those remov- What is the opportunity in cement? Securing commitments is one
removal already greatly outpaces what als, especially at the scale that we As impact investors focused on the thing. Deploying the capital is
we’re doing today. need, we need to create a financial carbon theme, we want to go to where another.
For investors, the opportunities for market for greater efficiency. So, the emissions are. That’s what brings Exactly. I’m excited about the hard
carbon management have risen in that’s what carbon credits represent. us to the cement space. Cement pro- work of figuring out the strategies
Removal
recent weeks. We need to increase our For carbon credits to be able to serve duction accounts for about three bil- and how best to deploy that capital
investments, both in managing carbon their role, there needs to be a focus lion tons of CO2 per year. But there to achieve our net-zero ambition.
emitted by traditional energy and, on high-quality removals that are are more than 30 cement producers We don’t have any choice because
even more importantly, in accelerating financing high-quality credits. And around the world that have made net- of the systemic risk that climate
the investments that we’re making in that is what we focus on in our work zero commitments. We see opportu- change presents to all of our invest-
clean fuels, like hydrogen. at Carbon Direct. nity to invest in the technologies that ments across all asset classes.
will help to advance the solutions they The Swiss Re Institute estimates
By LAUREN FOSTER What prompted you to focus on How do we remove carbon from need to be able to achieve those an 18% hit to global gross domestic
N
carbon removal? The Challenge the atmosphere? ambitions. product if we stay on our current path,
ili Gilbert has always loved solving hard As I learned more about the climate First, carbon We have nature-based solutions. Multiple parts of the production and so this ties fundamentally to fidu-
problems. As a young girl, she spent hours challenge, as a quant, the numbers emissions have Nature itself acts as a carbon sink: process are emitting carbon. The kiln ciary duty. We also don’t have a choice
poring over the mind-bending book, The really spoke to me. We are emitting to be cut to net healthy forests, sustainable agricul- is a key locus, accounting for more because of the planetary risks.
Lady or the Tiger? And Other Logic Puzzles. about 50 gigatons of carbon a year. zero by 2050. ture, the blue-carbon economy—our than half of the total emissions. One
Years later, while working as a quantitative When you think about removals, we Second, we have seas and oceans. of the investments we have made is There’s a lot of talk about decar-
investor, it was modeling human behavior have to work on first reducing the to remove what’s It’s still not getting us all the way in the Leilac Group, which focuses bonizing investment portfolios.
that turned out to be a particularly difficult emissions that we’re still putting into already in the up to the 10 gigatons that we need to on eliminating emissions in the design But does this have any effect on
puzzle. Today, as vice chairwoman of Carbon Direct, the atmosphere. We need to get our atmosphere: remove. Thus, another big part of of the kiln. Leilac is owned by Calix the ground, in the real world?
a firm that invests in climate technology and supports emissions down to net zero. The emis- what we need to focus on is advanc- [ticker: CXL.Australia], which has This is where we need to be active
1.6 Trillion
companies in meeting their decarbonization commit- sions we’re putting out annually are ing the practice around durable engi- been developing this technology and owners and true stewards of our
ments, she is tackling one of the hardest problems of the flow. If we look at the stock, the neered removal, which is also perma- approach for over a decade. It has now portfolios, and understand what the
all: climate change. amount of CO2 already in the atmo- nent removal. reached a commercial proof point decarbonization pathways are for
Gilbert’s journey from portfolio manager to decarbon- sphere is 1.6 trillion tons, so it’s 40 tons of C02, or with HeidelbergCement (HEI.Ger- companies in the real economy. Then,
ization champion took root in college when she had the times the flow. 40 times annual Some say there is a moral hazard in many) that’s going into commercial we must support those companies
opportunity to design her own course of study. She We need to do a huge amount of global emissions. focusing on carbon removal versus pilot. There are about 2,000 cement down this path as owners.
focused on the interplay between social and cultural work both on reducing the flow and lowering emissions. plants around the world.
progress over time, and economics and markets. After getting our hands around the stock. The moral-hazard conversation can’t What is the role of the asset-
starting her career in international development at When we talk about getting to net stop us from doing everything we need How can investors participate? management industry in reshap-
Synergos, Gilbert discovered the world of quantitative zero, we’re never going to be able to to do to combat climate change. In or- I’ve mentioned Calix and Heidelberg- ing the economy?
investing. She went on to co-found Matarin Capital reduce those 50 gigatons of emis- der to soften concerns around moral Cement, one of the world’s largest Asset management has a design
Management, a hedge fund and equity asset manager for sions we’re putting into the atmo- hazard, it will be helpful to be clearer cement producers by far. It has made opportunity ahead of it, thinking
institutional investors, where she spent the next decade. sphere all the way down to zero. about standards for high quality and a net-zero by 2050 commitment, and creatively about how to design new
These days, Gilbert spends much of her time thinking When we talk about net zero, it’s the how we account for removals. We is investing in technologies to be able products across asset classes to sup-
about the intersection of climate and capital, and how work of reducing emissions as much must make sure that removals are ad- to decarbonize its product. It has also port clients in getting their portfolios
to reduce greenhouse-gas emissions and remove carbon as possible, and then focusing on the ditional, and that we’re applying high- pledged to develop the world’s first to net zero. As the CEO of an asset-
dioxide from the atmosphere. Barron’s recently spoke need to remove. quality accounting standards in how net-zero cement plant by 2030. management institution, one can’t just
with her about why carbon removal is part of the solu- we measure the carbon impact. flip a switch to get to a net-zero target.
tion to getting the planet to net-zero emissions by 2050. Why is net-zero emissions the goal? Were you encouraged by what You’re going to have to advocate with
An edited version of our conversation follows. It’s not so much that net zero is the How is Carbon Direct investing? you heard at the United Nations the clients to support them in chang-
driving logic. It’s that limiting global We are investing in and working on Climate Change Conference, ing how they’re investing in the prod-
Barron’s: We’re in the midst of a global energy crisis warming to 1.5 degrees Celsius [2.7 both sides of the equation, focusing on or COP26? ucts they’re selecting. You need your
where there is renewed focus on carbon-intensive Fahrenheit] is the driving logic. And reductions and removals. When you I sit in the leadership group of the clients to get their portfolios to net
fossil fuels. How should investors be thinking in order to do that, we have to get think about investing in removals, the Glasgow Financial Alliance for Net zero to get the firm to net zero. It’s
about carbon removal in the current climate? global emissions down to zero by equation can be challenging for inves- Zero, or GFANZ, and I chair the advi- innovation in offerings, and communi-
Nili Gilbert: The energy crisis has caused countries 2050. We won’t be able to get it down tors because we don’t have a price on sory panel of technical experts that cation and education for the market to
around the world to focus more intensely on short-term to zero just by reducing; we’re also carbon. In order for carbon manage- advises GFANZ and its standards. It be able to support net-zero selection.
going to have to remove, and that’s ment to really scale, we need to see that was so exciting to be at COP26 when
Photograph by DANIEL DORSA why we say “net.” the revenue for doing the work is com- GFANZ announced that over 450 Thanks, Nili. B
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MARKET WEEK
March 7 through March 11, 2022
Euro Trader P. 42 Power Play P. 45

Emerging Markets P. 42 Charting the Market P. 47
Striking Price P. 43 Winners & Losers P. 48
Commodities P. 44 Research Reports P. 49
Inside Scoop P. 45 Statistics P. 50
13D Filings P. 45
MARKET PERFORMANCE DASHBOARD
Dow Jones Industrials S&P 500 Nasdaq Composite Guest Index CSI China Internet ETF
KraneShares
XX
32,944.19
52-wk: +xx%
+0.51%YTD:
YTD:+xx%
-9.34%
Wkly:
Wkly:
+xx%
-1.99%
XX
4204.31
52-wk: +xx%
+6.62%
YTD:
YTD:
+xx%
-11.79%
Wkly:Wkly:
+xx% -2.88%
XX
12,843.81
52-wk: +xx%
-3.57%YTD:
YTD:+xx%
-17.90%
Wkly:Wkly:
+xx% -3.53%
$xx
$24.00
52-wk: +xx%
-77.55%
YTD:
YTD:
+xx%
-34.23%
Wkly: +xx%
Wkly: -19.35%
X 0
-2.5
Breaking Bad X
All three major stock indexes closed lower X-5.0
on Friday to end the week with losses.
Pain at the Pump Mean Reversion
The Nasdaq Composite is down 17.9%
Oil prices briefly hit $130 Oil prices dropped and stocks soared -7.5
this year. Chinese stocks continued to slide. 0
a barrel on Monday. That raised on Wednesday, retracing their recent

concerns about the impact on consumer moves. Germany’s DAX added 8% 0-10.0
budgets amid already elevated inflation and France’s CAC 40 rose 7%.
readings. Stocks tumbled. X
China Syndrome -12.5
Chinese stocks sold off on Thursday after
U.S. regulators named several companies
X-15.0
that could be delisted. U.S. investors grappled
X
with the latest sky-high inflation data.
-17.5
X
-20.0
Monday Tuesday
Tuesday Wednesday Thursday
Thursday Friday
Friday Close
Source:
Source:Barron’s
Barron’s Statistics
Statistics
T
his past week might Group (ticker: GS), McDonald’s The junk-bond market has gotten
THE TRADER be remembered as

the one when mar-
kets tried to stop
(MCD), and JPMorgan Chase (JPM),
continued to flee.
Yet despite the losses, financial mar-
even less worked up. While spreads
between high-yield bond and Treasury
yields have blown out—from around
worrying and ac- kets appear less fearful than they did three percentage points at the end of
cept the war. just a week ago. The 10-year Treasury 2021 to four points on March 10—it’s a
At first glance, it yield (which moves in the opposite far smaller move than suggested by the
The Fed or might not seem that way. The S&P 500
dropped by 2.9%, while the Dow Jones
direction of its price), rose 0.282 per-
centage point to 2.004%, while the
rise in the VIX, says Martin Fridson,
CIO at Lehmann Livian Fridson Advi-
Russia? You Industrial Average fell 2% and the Nas-

daq Composite lost 3.5%.
The market had plenty of reasons to
By Ben Levisohn Cboe Volatility Index, or VIX, closed at
30.75 on Friday after trading as high as
37.35 during the week. Even oil finished
sors. Based on his analysis, the gap
between the yield on junk bonds and
the equivalent Treasury should be 7.81
Should Be fret. Russia showed no sign of wanting
to end its war on Ukraine and ap-
the week down 5.5%, at $109.33.
“There’s been a sense of normalcy in
percentage points, given Thursday’s
VIX of 31.06. “Given the volatility
Worrying peared ready to escalate attacks, not
halt them. In response, the U.S. said it
recent days,” says Dave Donabedian,
chief investment officer at CIBC Private
you’re seeing in the stock market, it’s
usually been the case that the risk pre-
About Both. would remove “most favored nation”
trading status from the country and
Wealth U.S. “What we don’t know is
whether this is a countertrend trade
mium in high-yield bonds has been
substantially greater,” Fridson says.
blocked Russian oil imports. U.S. cor- that will flame out or if it is the begin- In the past, that discrepancy has
porations, including Goldman Sachs ning of stabilization.” typically resolved itself by the VIX
falling further, which would typically lead to shares. S&P 500 companies have an-
higher markets rather than a widening nounced the planned repurchase of $238
spread. That was the case in October 2020, billion worth of stock through the end of
Simple. Worldwide. when the VIX hit 38.02 but high-yield

spreads were just 5.32 percentage points,
and in 1997, when the VIX hit 35.09 but
February, a record for the first two months
of the year, according to Goldman Sachs
data. All told, Goldman expects U.S. compa-
Stock trading. spreads remained at a ridiculously low 2.99

points. It’s possible that history repeats, but
Fridson worries that this time could be dif-
nies to buy back a record $1 trillion in 2022,
up 12% from $991 billion in 2021. Share re-
purchases are back in vogue.
ferent because of the Russia-Ukraine war. That’s good news, according to Goldman
“You don’t have a major land war in Eu- strategist David Kostin. Companies an-
rope as part of that [history],” he says. nounce buybacks when they’re feeling good
The Federal Reserve might have some- about their business and when they’re confi-
thing to say about it as well. The Federal dent in their ability to execute. And despite
The IBKR GlobalTrader app makes it easy to trade stocks Open Market Committee meeting ends on the stock market’s recent troubles, they’re
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over 80 stock markets in the US, Canada, Europe, and Asia. point rate increase, and there’s no reason to year,” Kostin writes. “YTD authorizations
think the rest of the voting members won’t are also tracking above the record pace from
agree. How the market reacts, then, could 2021, pointing to managements’ belief that
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• Deposit in your local currency will run off its balance sheet, the market less. The Fed is expected to raise interest
• Trade in fractions could sink, but if it says it has a plan to wind rates on Wednesday, something that could
it down, the market might relax, CIBC’s slow the economy—and earnings growth. If
• Free educational resources Donabedian says. that’s the case, the easiest way to boost prof-
There’s always something else to worry its would be to reduce share count, explains
about. Dennis DeBusschere, 22V Research’s chief

market strategist. “With profitability likely
Start your FREE TRIAL today. GE, Amazon, and the Buyback Trend to come under pressure as the Fed fights
Buybacks are back—and that’s good news inflation, we expect to see buybacks acceler-
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and put the world in the palm of your hand. very different histories with share repur- backs can help put a floor under stocks, De-
chases announced big buyback plans. Ama- Busschere notes. Goldman’s basket of com-
zon.com (AMZN), which hadn’t bought panies buying back the most shares has
back stock since 2012, said it would buy declined 8% this year—painful, but still bet-
back $10 billion in shares, while General ter than the SPDR S&P 500 exchange-
Electric (GE), which had squandered bil- traded fund’s (SPY) 10% decline. Stocks in
lions buying back stock before CEO Larry the basket include Advance Auto Parts
Culp took over the fallen industrial titan, (AAP), Apple (AAPL), Kroger (KR), and
announced plans to repurchase $3 billion Lowe’s (LOW).
worth of shares. Of the week’s two buyback surprises,
While Amazon and GE got the headlines, GE’s might be the more shocking. Yes, Ama-
they weren’t the only ones buying back zon hasn’t bought back stock for years, but
Download on the App Store Get it on
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Vital Signs
Friday's Week's Week's
Close Change % Chg. Friday's Week's Week's
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ibkr.com/tradenow DJ Industrials
DJ Transportation
32944.19
15232.97
-670.61
-159.44
-1.99
-1.04
Barron's Future Focus 894.71 -33.40 -3.60
Barron's Next 50 2549.79 -102.64 -3.87
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Barron's 400 974.89 -23.80 -2.38
DJ 65 Stocks 11331.73 -181.94 -1.58
DJ US Market 1034.57 -31.02 -2.91 Last Week Week Earlier
NYSE Advances 1,123 1,600
NYSE Comp. 15753.70 -375.96 -2.33
Declines 2,442 1,963
NYSE Amer Comp. 3966.73 -126.54 -3.09
Unchanged 86 90
S&P 500 4204.31 -124.56 -2.88
New Highs 257 230
S&P MidCap 2570.76 -44.71 -1.71
New Lows 936 459
S&P SmallCap 1284.70 -14.37 -1.11
Av Daily Vol (mil) 5,953.2 5,638.6
Nasdaq 12843.81 -469.63 -3.53
Dollar (Finex spot index) 99.11 98.65
Value Line (arith.) 9059.91 -188.36 -2.04
Interactive Brokers LLC - member NYSE, FINRA, SIPC. T-Bond (CBT nearby futures) 155-02 159-10
Russell 2000 1979.67 -21.23 -1.06
Any trading symbols displayed are for illustrative purposes only and are not intended to Crude Oil (NYM light sweet crude) 109.33 115.68
portray recommendations. 03-IB22-1527CH1522 DJ US TSM Float 42581.35 -1222.05 -2.79
Inflation KR-CRB (Futures Price Index) 295.11 299.95
Gold (CMX nearby futures) 1982.70 1965.10
March 14, 2022 BARRON’S * 41
Industry Action
Performance of the Dow Jones U.S. Industrials, ranked by weekly percent change.*
Oil & Gas 1.71%

–0.86 Utilities
–0.98 Basic Materials
–2.10 Consumer Services
–2.10 Financials
–2.23 Industrials
–2.65 Telecommunications
–2.89 Health Care
REAL ESTATE SECTOR OF

–4.05 Technology
–6.00 Consumer Goods
THE S&P 500 IN ONE ETF

Source: S&P Dow Jones Indices
with new CEO Andy Jassy replacing Jeff holding up better than it seems. The Atlanta
Bezos, a change in capital-allocation strategy Fed’s GDPNow tool is a favorite of those who
was always a possibility. And while MKM fall in the stagflation camp. Right now, it’s Visit www.sectorspdrs.com or call 1-866-SECTOR-ETF
analyst Rohit Kulkarni doesn’t expect Ama- putting first-quarter gross-domestic-product
zon to decrease its share count, it should growth at just 0.5%. This number is com- An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a
reduce the amount it dilutes shareholders puted based on a model that’s updated with prospectus, which contains this and other information, call 1-866-SECTOR-ETF or visit www.sectorspdrs.com. Read the
with stock compensation. each new data point. Where it stands now prospectus carefully before investing.
GE has been selling off pieces and plan- isn’t guaranteed to be where it ends up. All ETFs are subject to risk, including possible loss of principal. Sector ETF products are also subject to sector risks and non-diversification risks, which generally
ning to break up as it tries to emerge from “The models are tracking near zero results in greater price fluctuations than the overall stock market. Ordinary brokerage commissions apply.
the disaster that was the Jeff Immelt era. It growth due to a base effect resulting from The S&P 500 is an index of 500 common stocks that is generally considered representative of the U.S. stock market. You cannot invest directly in an index.
also has $25 billion in net debt it needs to strong growth in 4Q21 and less than one ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust.
trim. Culp, however, seems to have a plan, month of Omicron impaired 1Q22 data,”
and the buybacks might just be another explains Ironsides Macroeconomics’ Barry
way for him to signal his confidence to in- Knapp. “This is not stag anything.”
vestors. “The buyback move arguably is Other measures suggest the possibility
intended to reflect confidence in the com- of much stronger growth. Morgan Stanley
pany’s financial targets”—$7 billion of free economist Julian Richers notes that the
cash flow in 2023—“based on which its firm’s GDP tracking model estimates first-
valuation looks low,” writes Barclays ana- quarter growth at 2.9%, while its Nowcast
lyst Julian Mitchell. puts growth at 7%. Once again, these are
Let’s just hope the strategy works out models with their own quirks, ones that
better this time. make 7% growth unlikely but perhaps bet-
How to Play Stagflation

ter than 0.5%.
That could be good news for the stock
Manage Your Barron’s
Get ready for stagflation light.
Headlines about stagflation are every-
market. UBS strategist Nicolas LeRoux
notes that monthly returns from U.S. stocks
Account Online
where, and the “flation” part of the equation decline to 1.03% from 1.22% when inflation
is pretty obvious. February’s consumer price is high and the economy decelerates from Update your account details any time.
index arrived this past week, and it was as high to medium growth, though returns
bad as expected. The CPI rose 7.9%, up from turn negative when it drops into the low
It’s quick and easy.
7.5% in January, while core CPI, which strips end of its historical range.
• Place delivery holds
out food and energy, rose 6.4%, up from 6%. Investors looking for some stagflation
And the University of Michigan Index of insurance could look to the Global X Lith- • Change an address
Consumer Sentiment pointed to the highest ium & Battery Tech ETF (LIT). The fund, • Report an issue
inflation expectations since 1981. whose positions include lithium miner Al- • Update your payment information
We’re having a harder time seeing the bemarle (ALB) and electric-vehicle maker • Reset your password and more
“stag” part, at least if the expectation is for a Tesla (TSLA), tends to benefit when infla-
1970s-like malaise. Back then, prices were tion expectations are rising and growth ex-
soaring, growth was anemic, and jobs were pectations are slowing, says Huw Roberts, Explore now at customercenter.barrons.com
being lost. For now, there’s little sign of that, head of analytics at Quant Insight. The
despite the steep inflation rate. Just 227,000 ETF’s companies might also be long-term
people lost their jobs this past week, a level beneficiaries from rising oil prices as con-
that is near the postpandemic low, and, quite sumers look for alternatives.
frankly, muted for just about any period. “Historically oil shocks sow the seeds for © 2022 Dow Jones & Co., Inc. All rights reserved. 2E7838
Growth is certainly slowing, but it may be the next round of innovation,” he explains. B
EUROPEAN TRADER E M E R G I N G M A R K E TS
Defense Stocks Rise as A Pivot From Russia’s
Military Spending Surges Gas Will Take Time
By Rupert Steiner to €151.95, Alexander Neuberger, an By Craig Mellow to five years to process,” he says.
analyst at Metzler, predicts they could Europe has work to do on the receiv-
R T
ussia’s attack on Ukraine means rise to €210. he 27-member European ing end, too. Top consumer Germany has
that Europe’s military capabili- A key indicator is its geographical Union is geared for incremen- taken plans for two LNG terminals out of
ties are in focus, and as a conse- breakdown of revenue. Berenberg’s Law tal, some might say glacial, ecologically driven mothballs in response
quence of President Vladimir says that Rheinmetall derives 64% of policy shifts. Russian Presi- to Ukraine. These could be active by 2026
Putin’s aggression, some defense stocks revenue in Europe, making it well placed dent Vladimir Putin’s war on Ukraine at best, says Jacob Mandel, who tracks
may be set to benefit. to benefit from any increase in military is changing that—at least on paper, with the industry for Aurora Energy Re-
Germany said last month that it will spending in the region. respect to Russian natural gas. search. Spain has an LNG terminal sit-
create a 100 billion euro ($110 billion) But modern wars are also being fought The Paris-based International Energy ting idle, notes Robert Songer, LNG ana-
fund to ramp up military spending, going away from the front lines. Law screened Agency unveiled a plan on March 3 to cut lyst at commodities consultant ICIS. The
above the North Atlantic Treaty Organi- defense companies that derived revenue in the EU’s Russian gas imports by a third pipeline to France is too narrow to carry
zation’s commitment to a minimum of 2% 2021 from both weapons and ammunition in one year. The EU raised that to two- its output.
of gross domestic product for defense as well as from cybersecurity divisions thirds a few days later. The targets may LNG prices look firm against this
spending. Cristophe Menard, an analyst that battle the spread of disinformation be aspirational, but the political signal backdrop. Shares in top U.S. producer
at Deutsche Bank, has calculated that and electronic warfare. The top three were looks serious. Cheniere Energy (ticker: LNG), which
NATO members would spend an extra BAE, with 34% combined revenue; Chem- “This is the beginning of the end for were hot already, have climbed another
€75 billion. ring, at 31%; and Rheinmetall, at 23%. Russian gas in Europe,” says Jonathan 16% since Putin’s war started on Febru-
“European budgets may witness Rheinmetall says that preliminary Stern, who founded the Gas Research ary 24. Giveans is partial to niche player
greater upside versus the U.S., given their figures for 2021 show an operating profit Program at the Oxford Institute for Golar LNG (GLNG), which has spare
closer proximity to Russia and Ukraine of €595 million, up €149 million from the Energy Studies. “It’s just a question LNG capacity at a floating platform it
and the relative underinvestment of Euro- prior year, on sales of €5.65 billion, up by of how long it will take.” operates off the coast of Cameroon.
pean nations” for defense in recent years, €253 million from the year before. And how much it will cost. He’s also bullish on petroleum shippers
says Ross Law, an analyst at Berenberg. London-listed Chemring employs The EU and Russia have been stuck Navigator Holdings (NVGS) and Inter-
Two companies that derive the greatest 2,300 workers and has a market value of in energy co-dependency. Europe gobbles national Seaways (INSW).
share of their revenue from weapons and 1.2 pounds sterling ($1.6 billion). Shares up two-thirds of Russia’s gas exports. Beaten-down green-energy stocks
ammunition—areas that traditionally in the maker of missile components, and These provide 40% of EU gas consump- have also gotten a boost on hopes that
benefit from increased demand during sensors able to detect explosive, biologi- tion as domestic fields in the North Sea windmills and solar panels will substi-
conflicts—are German arms manufacturer cal, chemical, radio, or cyber threats, are dwindle. tute for Russian-export monopolist
Rheinmetall (ticker: RHM.Germany), at up 20.6% on the year, to £3.35. Investec Proposed means for breaking the cycle Gazprom (OGZPY). The iShares Global
22%, and British defense giant BAE Sys- rates the stock a Buy with a price target range from keeping aging nuclear plants Clean Energy exchange-traded fund
tems (BA.UK), at 20%. Law also cites of £4.30. Chemring fetches 18 times this humming to putting on extra sweaters (ICLN) has jumped 20% since Putin’s
United Kingdom defense firm Chemring year’s expected earnings and is valued at and lowering thermostats. The crux of armies started rolling two weeks ago.
Group (CHG), a maker of flares that act as a 10% premium to its peers. the matter, short and medium term, is Analysts are cautious on this trend.
decoys for heat-seeking missiles, as having CEO Michael Ord in a statement says buying more liquefied natural gas to Accelerating renewables could offset just
indirect exposure to the conflict since it “the outlook for Chemring remains replace Russian pipeline supplies. one BCM of Russian gas over the next
provides parts for weapons but not the strong.” A BAE spokesperson tells Bar- The problem is that LNG production, year, Aurora estimates. Delaying nuclear
actual weapons themselves. ron’s that “we’ve seen increased spending concentrated in Australia, Qatar, and in- and coal plant phaseouts would bring in
Dusseldorf-based Rheinmetall em- in Europe over recent years and expect to creasingly the U.S., is already answered 12 BCM.
ploys 23,268 staff members and has a see that continuing.” Rheinmetall didn’t for. Stern estimates that global output For all of the obstacles, it doesn’t pay
market value of €7.1 billion. In addition respond to requests for comment. might rise by 42 billion cubic meters, a to scoff at Europe’s newfound resolve
to weapons, it makes defense materiel BAE, which helps make the F-35 com- little less than 10%, this year. The EU against Russian gas. “In a week we de-
such as tanks and infantry equipment, as bat aircraft, is one of Europe’s largest wants to cut 50 BCM from Russia, while molished at least a generation’s worth of
well as automotive parts such as pistons defense companies. It employs 81,000 LNG demand increases from China and accepted mind-sets and doctrines,” says
and ball bearings. and has a market value of £29 billion. other Asian growth economies. Frank Eich, a consultant on sustainabil-
Rheinmetall fetches 14.4 times this The company fetches 13.7 times this Increasing supply takes time and big ity with commodities analyst CRU
year’s expected earnings and is valued year’s expected earnings and is valued bucks, notes Randy Giveans, head of en- Group. “In three to five years, you could
at a 30% discount to its peers. While the at a 20% discount to its peers. Shares ergy maritime equity research at Jefferies. see a lot of difference.”
shares have gained 83% so far this year, are up 39% this year at £7.34. B “A new onshore LNG facility takes four Putin can’t bomb his way out of that. B
T H E ST RIKING PRICE
Playing both Tesla and NOV stocks is a way
to arbitrage the difference between the past
and future—and idealism and pragmatism.
Commodities Are Being Equity Options
Weaponized. What to Do. CBOE VOLATILITY INDEX

VIX Close VIX Futures
35
THE EQUITY-ONLY PUT-CALL RATIO
Put-Call Ratio S&P 500 Index
173
148
30
By Steven M. Sears and the recent shunning of Russian oil— 123

25
investors might want to once again con-
98
F
or a long time, there was a tacit sider both stocks, if for somewhat
understanding among the major different reasons than before. This time 20
73
nations that peace would prevail around, the investment thesis is that natu-
as long as the world remained a ral resources could become even more A M J J A S O N D J F M 15 A M J J A S O N D J F M 48
flow chart for money and goods. important should nations essentially Daily Values Source: CBOE Source: McMillan Analysis Corp.
But we could be entering a new era. The weaponize their commodities.
ease with which major companies have ex- Playing both Tesla and NOV is a way to SPX SKEW NDX SKEW
ited Russia after it invaded Ukraine—and arbitrage the difference between the past Implied volatility % Implied volatility %
the speed at which governments have tried and future—and idealism and pragmatism. 15% 13%
to economically isolate it—may usher in an Tesla founder Elon Musk is dragging the
increasingly rough style of economic real- world into a future of electric vehicles. 14 12
politik among countries. NOV’s drill bits and equipment might be 13 11

If nations can be easily excluded from the in even greater demand if nations try to
world’s trading markets, any country with become more energy independent. 12 10
global dominance in a major commodity that To control each stock, aggressive inves- 11 9
is critical to the world has extraordinary tors could consider a risk-reversal strategy,
leverage and strength over others. which entails selling a put option and buy- 10 8
After the U.S. and Saudi Arabia, Russia ing a call option with a higher strike price 9 7
A M J J A S O N D J F M A M J J A S O N D J F M
is the third-largest oil producer, according but the same expiration. The strategy Source: Credit Suisse Equity Derivatives Strategy Source: Credit Suisse Equity Derivatives Strategy
to the U.S. Energy Information Administra- reflects a willingness to buy the stocks at Skew indicates whether the options market expects a stock-market advance or decline. It measures the difference
tion. The U.S. this week announced that it lower prices, while positioning for rallies. between the implied volatility of puts and calls that are 10% out of the money and expire in three months. Higher
readings are bearish.
will ban the import of Russian oil, while the With NOV stock at $21.15, investors could
United Kingdom plans to phase out Russian sell the July $19 put for about $2.05 and buy Week's Most Active
oil and oil products by the end of 2022. And the July $24 call for about $2.60. With Tesla Company Symbol Tot Vol Calls Puts Avg Tot Vol IV %ile Ratio
the European Union plans to cut the Conti- stock at $795.35, they could sell the July Hycroft Mining Holding HYMC 43799 42968 831 116 89 377.6
nent’s reliance on Russian natural gas by $700 put for about $18 and buy the July Kala Pharmaceuticals KALA 10733 10278 455 128 65 83.9
two-thirds by year’s end. $840 call for about $30. Natera (NTRA) NTRA 48802 36646 12156 700 99 69.7
Nine Energy Service NINE 79758 61491 18267 2376 99 33.6
As a result of these moves, commodity During the past 52 weeks, NOV stock Oil States International OIS 12271 12052 219 400 86 30.7
prices spiked all over the world this week has ranged from $11.46 to $24.06. Tesla has AST Spacemobile ASTS 143231 121105 22126 9468 93 15.1
and bullied global financial markets as in- ranged from $546.98 to $1,243.49. ION Geophysical IO 23371 20477 2894 1812 94 12.9
vestors fretted about recession. This leads us The risk-reversal strategy takes advan- Infrastructure & Energy AlternativesIEA 5412 5192 220 432 42 12.5
Adecoagro AGRO 14483 13928 555 1168 87 12.4
back to an investment thesis we introduced tage of the fear and greed that has warped Liquidia LQDA 12024 11974 50 992 73 12.1
in late January when the stock market was options premiums as the stock market has EN Global ENG 17223 16754 469 1444 78 11.9
beginning to behave erratically. declined. Think of the calls as inexpensive Northern Dynasty Minerals NAK 110796 107015 3781 10288 58 10.8
Genesco GCO 7431 7234 197 728 30 10.2
At the time, we suggested that investors upside proxies that could prove profitable
Bumble BMBL 197306 103740 93566 20668 92 9.5
focus on companies that might be in secular if the realpolitik view of commodities Clarivate CLVT 12766 12332 434 1348 97 9.5
bull markets and thus perhaps insulated prevails. Selling puts that are lower than Fixed Rate Bond ETF MBB 17996 15830 2166 1936 46 9.3
from the increasingly erratic behavior that the associated stock prices—even if just a Gold Resource GORO 17943 17632 311 1952 73 9.2
UBS Commodity Index ETF DJP 7708 7364 344 852 98 9.0
the stock market was starting to demon- little—can be an effective way for long-term Interpid Potash IPI 10572 8347 2225 1176 73 9.0
strate. We recommended electric-vehicle investors to get paid by the options market Camber Energy CEI 1184433 952053 232380 136932 65 8.6
giant Tesla (ticker: TSLA) and NOV (NOV), to buy stocks. B This table of the most active options this week, as compared to average weekly activity – not just raw volume. The idea is that the
which makes equipment for oil and gas drill- unusually heavy trading in these options might be a predictor of corporate activity – takeovers, earnings surprises, earnings pre-
announcements, biotech FDA hearings or drug trial result announcements, and so forth. Dividend arbitrage has been eliminated. In
ing and exploration. Steven M. Sears is the president and chief oper- short, this list attempts to identify where heavy speculation is taking place. These options are likely to be expensive in comparison to
their usual pricing levels. Furthermore, many of these situations may be rumor-driven. Most rumors do not prove to be true, so one
Since then, NOV’s price has increased ating officer of Options Solutions, a specialized should be aware of these increased risks if trading in these names
from $16.21 to over $21. Tesla’s price has asset-management firm. Neither he nor the firm Ratio is the Tot Vol divided by Avg Tot Vol. IV %ile is how expensive the options are on a scale from 0 to 100.
fallen from almost $1,000 to about $795. has a position in the options or underlying securi- Source: McMillan Analysis
Given the stressed state of the world— ties mentioned in this column.
COMMODITIES
War and Inflation Will
Where today’s Keep Gold Prices Volatile
best advisors By Myra P. Saefong competitive against interest-bearing
grow their
investments.
G
old has jumped past $2,000 However, in remarks prepared for con-
an ounce as investors seek out gressional testimony earlier this month,
what they perceive as a safer Fed Chairman Jerome Powell said he was
business for
place to park their money inclined to support a 25-basis-point in-
against a backdrop of war and rising infla- crease following the end of its two-day
tion. Prices for the precious metal have meeting on March 16. There had been
moved toward their highest levels on earlier speculation of a bigger, half-
tomorrow. record—raising red flags for extreme

volatility ahead.
“Action across the global commodity
markets in recent days is outside the range
percentage-point hike.
Given record global debt balances, the
real plan for the Fed is “fake taper,” which
Peter Grosskopf, CEO OF Sprott, explains
of anything that we have experienced in is “jawboning” by Fed officials about mul-

our decades as [money] managers,” says tiple interest-rate hikes and removal of
Join Barron’s Advisor and unlock leading-edge Geetesh Bhardwaj, head of research at other stimulus programs, which are
tools, insights, and connections designed to SummerHaven Investment Management. unlikely to be implemented.
help you craft the future of your business. On March 8, gold futures settled Events in Ukraine and the oil price
at $2,043.30 an ounce, not far from spike are “second- and third-level shocks
$2,069.40 an ounce, the highest price that add to deeply negative real rates and
Features include: finish based on records dating back to high inflation to drive investor buying of
— Real-time market insights January 1975. Prices settled at $1,985 on gold,” he says. Meanwhile, the audience for
March 11. the metal is “much broader now than on
— Stories written specifically for advisors Along with the move in gold, other met- previous rallies, as investors seek a coun-
— Interviews with top advisors and als have rallied, with silver futures touching terbalance to inflation and corrections in
industry standouts their highest levels in nine months, palla- other financial markets,” he says, adding
dium and copper reaching record highs, that investors’ portfolios should have pre-
— Custom benchmarking tools to and oil’s value climbing to levels not seen cious metals, and related equities, as a 5%
measure your practice against peers since 2008. “The big-picture setup for mar- to 10% allocation.
kets has provided a perfect storm to send The best approach for investors would
— Access to exclusive
investors rushing to embrace gold as a safe be to “get minimum exposure quickly,” and
webinars and live events haven,” says Bhardwaj. consider gold equities, which have lagged
With gold seen as an inflation hedge but are still “cheap and have much leverage
Find out more at benefiting from a risk-off trade, and the to gold price upside,” Grosskopf says.
potential for supply disruptions from “Then, slowly and relentlessly buy more
Barrons.com/Advisor Russia, one of the world’s largest produc- on any dips to the desired allocation.”
ers of the metal, prices may still have room For those who have yet to participate in
to climb, he says. “Nothing stokes the gold a market that has seen gold prices climb by
bugs like the risk posed by a war,” says nearly 9% year to date, however, Bhardwaj
Bhardwaj, and recent inflation data indi- warned that price volatility will continue.
cate that price pressure is “unlikely to “Anyone thinking of buying now needs
recede anytime soon.” to understand that they will be facing a
Before Russia’s invasion of Ukraine on very bumpy ride ahead, and sudden, vola-
Feb. 24, concerns that the Federal Reserve tile pullbacks are likely as markets react,
and other central banks would be forced to and overreact, to geopolitical events,” he
raise benchmark interest rates to fight says. Inflation and policy uncertainty are
a surge in global inflation had put some “here to stay,” but a “return to sanity in
pressure on gold prices. Higher rates Europe would spark a correction in gold
© 2022 Barron’s Group & Dow Jones & Company, Inc. All rights reserved. 2E262
can boost the dollar and make gold less markets.” B
I N S I DE SC OOP
announced on March 8 that it had POWER PLAY
agreed to acquire Mandiant for $5.4
Dollar Tree
billion, an all-cash offer that values
the company at $23 per share. The
deal ranks as Alphabet’s second-
largest acquisition in its history,
behind the $12.5 billion purchase of
Activists Get
Crocs Stock Tumbles.
Motorola Mobility in 2012.
In connection with the Mandi-
ant proposal, Blackstone entered
into a merger-support agreement,
and will vote all of its Mandiant
Board Seats
Insiders Buy Shares. shares in favor of the deal. Barring
regulatory concerns, the transac- BY CARLETON ENGLISH
D
tion is expected to close this year.
ollar Tree stock has
Cano Health (CANO) gotten a bounce,
By ED LIN June 2016, is chief financial officer of Third Point filed as an active in- thanks to increased
C
World Vision, an international relief vestor on March 1, as it disclosed involvement from ac-
rocs stock slipped to a 52- and development organization. owning 11,500,000 shares of the tivist investment firm
week intraday low this past Crocs Chairman Thomas Smach primary-care-network operator. Mantle Ridge.
week, and two insiders paid $986,025 on Feb. 17 and March Two Crocs Third Point strongly urged Cano Dollar Tree (ticker:
bought up millions of dol- 3 for a total of 11,897 shares, an aver- insiders have Health to begin a strategic review DLTR) shares are up 3% this week
lars’ worth of shares of the age price of $82.88. He now owns bought millions of of its operations. after it agreed to allow Mantle
maker of the ubiquitous 190,177 in a personal account, and dollars of shares In late February, Cano Health Ridge CEO Paul Hillal and former
plastic shoes. another 5,000 through a trust. of the plastic-shoe delayed a conference call and 2022 Dollar General (DG) CEO Richard
Crocs (ticker: CROX) stock has Smach, a Crocs director since April company. The guidance, as it planned a late filing Dreiling on the board, along with
lost nearly half of its market value 2005, is a co-founding partner of stock has tumbled of its 10-K. That, along with what five other new directors. At the
this year, compared with a 10% drop private-equity firm Riverwood Capi- far more than the Third Point believes to be the conclusion of its annual meeting
in the S&P 500 index. The company tal Management. market this year. “market’s largely unfavorable view later this year, Dollar Tree’s board
reported strong fourth-quarter earn- Treff and Smach didn’t respond of companies taken public through will have 12 members after retire-
ings in mid-February, but a weaker- to requests for comment. Previously, special-purpose acquisition vehi- ments, the discount retailer said.
than-expected outlook drew investor neither had bought Crocs stock on the cles,” mean that a sale of Cano is That news was enough to give
concern. open market for years. Treff’s last the best option to drive share- investors and analysts alike confi-
Director Doug Treff paid $1.5 mil- such purchase was in 2020; Smach’s, holder value. Third Point holds dence that Dollar Tree was on the
lion on Feb. 17 and March 3 for a total in 2015. 6.4% of Cano’s outstanding stock. right track. The company had been
of 17,700 Crocs shares, at an average On March 2, Baird analyst Jona- a target of activist hedge fund Star-
price of $84.13. According to forms he than R. Komp wrote that his “convic- board Value just three years ago,
filed with the Securities and Exchange
Commission, Treff now owns 96,605
tion is rising” on Crocs stock. He
maintained an Outperform rating, Increases which attempted to shake up the
board before withdrawing.
shares. Treff, a Crocs director since with a $200 price target. B
In Holdings Activism has led to Dollar Tree
making some changes—including
a controversial move to price some
Janus Henderson Group items at $1.25 to boost margins and
(JHG) offer a greater variety of items.
Activist Holdings vamped, all-cash offer of $32.86 per

share was a nonstarter. Donerail said
that it believes that the lack of engage-
Trian Fund Management has
raised its interest in the asset-man-
agement firm to 29,772,648 shares,
This latest round of activism,
which includes restructured board
committees, earned Dollar Tree two
Turtle Beach (HEAR) ment “highlights the entrenched na- a 17.6% stake. From March 7 upgrades from analysts. According
Donerail Group holds 1,185,816 ture” of Turtle Beach’s management. These disclosures are through March 9, Trian Fund ac- to FactSet, 58% of analysts covering
from 13Ds filed with
shares of the maker of gaming head- That, along with what Donerail be- the Securities and quired 1,500,000 Janus Henderson the company are now bullish on
sets, including 600,000 that under- lieves to be “governance missteps” and Exchange Commission. shares at prices ranging from shares, with the average price tar-
13Ds are filed within
lie exercisable options. Donerail the board’s “history of presiding over 10 days of an entity’s
$30.02 to $31.98. No reason was get of $164 apiece—nearly 12%
shared an open letter to the public dismal operational performance,” attaining more than cited for the fresh investment. above recent trading levels.
regarding its intention to nominate a mean that “it is time for urgent and 5% in any class of a Trian’s founders, Nelson Peltz “We believe a Dreiling-led Dollar
company’s securities.
slate of directors for election at Tur- sweeping change atop Turtle Beach.” Subsequent changes and Ed Garden, were appointed to Tree will be able to ‘dust off the
tle Beach’s coming shareholder Donerail currently owns a 7.3% stake in holdings or inten- Janus Henderson’s board on Feb. 1 Dollar General playbook’ at [sub-
meeting. Donerail said that the move in the company. tions must be re- and will be up for re-election at sidiary] Family Dollar, as well as
ported in amended
is necessary because Turtle Beach filings. This material is this year’s shareholders meeting, ‘tweak’ the new Dollar Tree con-
has refused to discuss taking itself Mandiant (MNDT) from March 3 through set for May 4. Peltz and Garden cept-pricing strategy,” wrote Loop
March 9, 2022.
private. The per-share value of the Blackstone (BX) disclosed a position Source: Insider-
left Invesco’s (IVZ) board on Feb. Capital analyst Anthony Chuku-
deal, which Turtle Beach rebuffed, of 22,680,948 shares in the cyber- Score.com, a 1 after overseeing improvement at mba, one of the analysts who up-
was first pegged at $36.50. A re- security firm. Alphabet (GOOGL) Verity company. that firm. graded the stock.
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Charting the Market

A graphic look at selected stock activity for the week ended on March 11, 2022 n Edited by Bill Alpert
YUM CHINA HOLDINGS DIDI GLOBAL JD.COM SILVERGATE CAPITAL
YUMC (NYSE) • 37.48 • -12.94 52 DIDI (NYSE) • 1.89 • -2.13 5 JD (NASD) • 47.99 • -15.60 66 SI (NYSE) • 123.48 • 17.64 143
 The SEC warned that the 48  China shares reeled from 4  Amid fear for U.S.-listed 61  Cryptocurrencies and the 131
restaurant chain, BeiGene, 44 U.S.-delisting fear. The ride- 3 China stocks, the e-com- 56 stocks of their bankers, like 119
Zai Lab, and two other U.S.- 40 hailing firm’s plan for a fall- 2 merce firm reported slowing 51 Silvergate, rose as the 107
listed Chinese firms may get 36 back listing in Hong Kong 1 revenue growth. Rival Ali- 46 White House ordered agen- 95
delisted unless they hire au- M T W T F faltered. KE Holdings and M T W T F baba Group last month re- M T W T F cies to draw up supportive M T W T F
ditors the U.S. can inspect. Pinduoduo lack HK plans. ported slowing growth, too. regulations for the sector.
Stock Price $ Stock Price $ Stock Price $ Stock Price $
71 20 96 243
64 16 86 202
57 12 76 161
50 8 66 120
43 4 56 79
36 0 46 38
Volume in Millions Volume in Millions Volume in Millions Volume in Millions

30 548 146 14
15 274 73 7
0 0 0 0
M A M J J A S O N D J F M M A M J J A S O N D J F M M A M J J A S O N D J F M M A M J J A S O N D J F M
SCHLUMBERGER DOCUSIGN BED BATH & BEYOND RLX TECHNOLOGY

SLB (NYSE) • 42.90 • 3.96 48 DOCU (NASD) • 75.01 • -26.37 106 BBBY (NASD) • 19.99 • 3.81 32.0 RLX (NYSE) • 1.49 • -1.14 3.0
 As the U.S. blocked Rus- 45  Postpandemic growth is 96  Activist Ryan Cohen—the 28.5  While sales rose 18% in 2.5
sian oil, crude prices soared 42 slowing at the digital signa- 86 Chewy co-founder and 25.0 the Dec. quarter at the Chi- 2.0
along with stocks like 39 ture firm. It reported 45% 76 GameStop chairman—dis- 21.5 nese vape seller, yielding a 1.5
Schlumberger that will bene- 36 sales growth for fiscal 2021, 66 closed a 9.8% stake in the re- 18.0 profit instead of the year-ago 1.0
M T W T F M T W T F M T W T F M T W T F
fit from new drilling and pro- but foresees growth of tailer. He wants a narrowed loss, traders fret over
duction, here and abroad. about 18% this year. focus and a strategic review. China’s flavored-vape rules.
48 316 50 21
42 266 42 17
36 216 34 13
30 166 26 9
24 116 18 5
18 66 10 1

130 92 238 236
65 46 119 118
0 0 0 0
MONGODB BLOCK BUMBLE NATERA

MDB (NASD) • 316.49 • 10.38 350 SQ (NYSE) • 101.93 • -4.59 117 BMBL (NASD) • 21.63 • 3.55 28.0 NTRA (NASD) • 38.98 • -17.50 59.0
 Strong cloud sales in the 330  Revenues at the payment 110  After its user numbers fell 24.5  The activist shorts at 50.5
database software firm’s 310 processor could gain from 103 in the Sept. quarter, the dat- 21.0 Hindenburg Research chal- 42.0
Jan. quarter, and a narrower 290 inflation, said Susque- 96 ing app firm reported a Dec. 17.5 lenged the genetic-testing 33.5
loss, reassured investors and 270
hanna’s analyst. Planned 89
quarter increase. App reve- 14.0
firm’s referral and billing 25.0
led MongoDB to give better- M T W T F federal crypto regs may M T W T F nue grew 42%, with guidance M T W T F practices. Natera called the M T W T F
than-expected guidance. have cheered Block traders. for 35% growth in 2022. report “misleading.”
595 297 77.5 130
522 254 63.0 109
449 211 48.5 88
376 168 34.0 67
303 125 19.5 46
230 82 5.0 25

12 140 76 68
6 70 38 34
0 0 0 0
The charts record the net change in share price, the high, low and closing trades, and share volume for companies with noteworthy stock activity last week. In addition, the graphs depict last week’s daily price activity in detail. The
dotted line on some graphs denotes the stock’s 200-day moving average; lack of a moving average means the shares have traded for less than that time period.
Winners and Losers

NYSE BIGGEST % MOVERS NYSE MOST ACTIVE NYSE AMERICAN MOST ACTIVE NASDAQ MOST ACTIVE
Winners Volume Percentage Leaders Volume Percentage Leaders Volume Percentage Leaders
Name (Sym) Volume Close Change %Chg. Name (Sym) Volume %Chg. Close Change Name (Sym) Volume %Chg. Close Change Name (Sym) Volume %Chg. Close Change
Innovid(CTV) 2102 7.00 +2.72 +63.6 RocketInternetA(RKTA) 1304 1476.6 9.74 +0.01 MexcoEnergy(MXC) 12880 1612.6 18.38 –6.56 USCB Financial(USCB) 1012 1702.9 14.00 +0.10
SES AI(SES) 5191 6.84 +2.44 +55.5 ApolloStratII A(APGB) 4473 1148.6 9.75 –0.01 AultDisruptive(ADRT) 599 1527.0 9.92 –0.01 AST Space(ASTS) 66587 1351.9 9.51 +2.68
BensonHill(BHIL) 3833 4.22 +1.14 +37.0 Ferguson(FERG) 2970 1010.9 144.57 –1.27 IdahoStratRscs(IDR) 308 825.9 12.00 +3.35 TreanInsurance(TIG) 6233 1237.5 3.35 –3.60
CVR Energy(CVI) 7249 24.28 +6.13 +33.8 SandbridgeX2 A(SBII) 531 1007.2 9.75 +0.01 LairdSuperfood(LSF) 1222 343.8 3.33 –1.91 Natera(NTRA) 66510 1178.6 38.98 –17.50
IndependenceContr(ICD) 7370 5.50 +1.19 +27.6 M3-BrigadeIII A(MBSC) 645 999.1 9.92 +0.01 Myomo(MYO) 530 232.6 3.94 –3.33 EpsilonEnergy(EPSN) 870 767.5 6.00 +0.04
CanoHealth(CANO) 41307 5.92 +1.24 +26.5 CornerstoneBldg(CNR) 64845 972.3 24.23 +2.92 CheniereEnerPtrs(CQP) 3442 230.9 53.91 –4.56 Kinetik(KNTK) 3175 737.7 63.16 –11.44
OilStatesIntl(OIS) 13893 7.41 +1.53 +26.0 ComputeHlthA(CPUH) 6684 888.9 9.75 –0.01 CentrusEnergy(LEU) 2376 204.5 39.70 –0.89 Bumble(BMBL) 75496 724.8 21.63 +3.55
BirdGlobal(BRDS) 1987 4.02 +0.83 +26.0 SimonPropA(SPGS) 1300 857.3 9.75 +0.01 EnergyFuels(UUUU) 47782 202.1 9.58 +1.39 Mandiant(MNDT) 147736 626.8 21.78 +2.40
Cooper-Standard(CPS) 9211 824.3 8.98 –1.65 RileyExpln(REPX) 837 202.0 29.86 –5.37 PrudentialBncp(PBIP) 1122 583.5 16.85 –0.14
Losers ChinaGreenAg(CGA) 542 795.6 9.27 +0.17 MetallaRoyalty(MTA) 2561 161.3 7.14 –0.15 LogisticsInnovA(LITT) 529 570.1 9.71 +0.02
Name (Sym) Volume Close Change %Chg. ProofAcqnIA(PACI) 814 677.6 9.87 –0.01 AdamsRes(AE) 75 126.6 34.49 –1.19 MarblegateAcqn(GATE) 2078 444.9 9.84 +0.00
DiDiGlobal(DIDI) 345333 1.89 –2.13 –53.0 MotiveCapII A(MTVC) 1469 667.7 9.85 –0.01 ImperialOil(IMO) 4611 117.6 45.28 –0.84 Ebix(EBIX) 6890 424.1 39.00 +14.32
RLX Tech(RLX) 133876 1.49 –1.14 –43.3 ChurchillVI A(CCVI) 4898 612.5 9.76 –0.02 EVI Industries(EVI) 263 107.6 16.99 –0.63 CactusAcqn1 A(CCTS) 403 383.4 9.92 +0.02
FullTruck(YMM) 49143 5.18 –3.39 –39.6 TortoiseEcoIII A(TRTL) 1328 587.7 9.66 +0.01 EquinoxGold(EQX) 19026 80.0 7.92 +0.08 Fossil(FOSL) 14739 352.7 8.70 –4.51
Tuya(TUYA) 12920 2.46 –1.43 –36.8 Supernova III A(STRE) 1168 579.9 9.73 –0.01 CaledoniaMining(CMCL) 270 73.3 13.59 +0.88 BedBath(BBBY) 143485 346.1 19.99 +3.81
OneSmartIntl(ONE) 549 1.49 –0.86 –36.6 IntrepidPotash(IPI) 4757 541.9 84.19 +13.63 EvolutionPetrol(EPM) 1700 72.8 7.39 –0.50 KLX Energy(KLXE) 9709 318.1 10.13 –0.28
LAIX(LAIX) 121 3.03 –1.58 –34.3 HighlandTransI(HTPA) 2878 498.4 9.93 +0.03 Zedge(ZDGE) 954 70.4 5.91 +0.23 TravereTherap(TVTX) 10922 315.1 24.01 –2.30
Invacare(IVC) 11497 1.45 –0.72 –33.2 IonAcqn3(IACC) 549 493.9 9.71 –0.01 NovaGoldRscs(NG) 10658 62.5 7.69 +0.23 Inspirato(ISPO) 9343 306.1 10.71 –31.77
KE Holdings(BEKE) 131582 10.04 –4.46 –30.8 PyrophyteAcqn(PHYT) 649 481.0 9.94 –0.00 SilverCrestMetals(SILV) 5827 52.5 9.15 –0.42 AIBAcqnA(AIB) 502 306.0 9.88 +0.01
RiceAcqnII A(RONI) 1116 440.1 9.75 –0.06 CheniereEnergy(LNG) 14316 44.8 129.46 –10.17 ArgusCapitalA(ARGU) 360 284.3 9.94 +0.02
NYSE AMERICAN BIGGEST % MOVERS
By Share Volume By Share Volume By Share Volume
Winners
Name (Sym) Volume Close Change%Chg. Name (Sym) Volume Close Change%Chg. Name (Sym) Volume Close Change%Chg.
Name (Sym) Volume Close Change %Chg.
NIO(NIO) 437572 16.07 –2.56 –13.7 CamberEnergy(CEI) 1813869 0.92 +0.14 +17.6 Apple(AAPL) 521032 154.73 –8.44 –5.2
EmpirePetrol(EP) 197 17.70 +5.46 +44.6
OccidentalPetrol(OXY) 427364 57.95 +1.80 +3.2 HoustonAmEner(HUSA) 366428 6.63 +4.73+248.9 AdvMicroDevices(AMD) 520276 104.29 –4.12 –3.8
SkyHarbour(SKYH) 1840 24.47 +7.38 +43.2
FordMotor(F) 379682 16.04 –0.81 –4.8 Enservco(ENSV) 214327 3.20 +1.85+137.0 VEON(VEON) 482864 0.37 –0.03 –7.8
IdahoStratRscs(IDR) 308 12.00 +3.35 +38.7
Transocean(RIG) 370882 4.73 +0.49 +11.6 NorthernDynasty(NAK) 137097 0.47 +0.11 +30.5 AmerAirlines(AAL) 371147 14.02 –0.57 –3.9
PolymetMining(PLM) 25006 3.61 +0.99 +37.8
BankofAmerica(BAC) 357251 40.33 –0.62 –1.5 Tellurian(TELL) 121755 4.04 +0.27 +7.2 SoFiTech(SOFI) 277625 8.55 –1.45 –14.5
Marygold(MGLD) 89985 4.11 +1.01 +32.6
DiDiGlobal(DIDI) 345333 1.89 –2.13 –53.0 UraniumEner(UEC) 113338 4.96 +1.10 +28.5 NVIDIA(NVDA) 229512 221.00 –8.36 –3.6
UraniumEner(UEC) 113338 4.96 +1.10 +28.5
ExxonMobil(XOM) 272592 84.92 +0.83 +1.0 DenisonMines(DNN) 99873 1.64 +0.20 +13.9 Intel(INTC) 188202 45.83 –2.24 –4.7
Cohen(COHN) 74 16.41 +3.18 +24.0
Carnival(CCL) 265103 17.21 –0.02 –0.1 B2Gold(BTG) 94227 4.55 +0.20 +4.6 Microsoft(MSFT) 184320 280.07 –9.79 –3.4
CPI Aero(CVU) 756 3.25 +0.60 +22.6
Vale(VALE) 254328 19.07 –1.08 –5.4 ParamountGoldNV(PZG) 93970 0.86 +0.19 +29.2 SiriusXM(SIRI) 178749 6.19 +0.02 +0.3
Losers PalantirTech(PLTR) 245679 11.39 +0.43 +3.9 Marygold(MGLD) 89985 4.11 +1.01 +32.6 FuelCell(FCEL) 169042 6.71 +1.27 +23.3
Name (Sym) Volume Close Change %Chg. ItauUnibanco(ITUB) 242818 4.85 +0.01 +0.2 GranTierraEner(GTE) 86225 1.58 +0.05 +3.3 MetaPlatforms(FB) 167407 187.61 –12.45 –6.2
AT&T(T) 227405 23.19 –0.68 –2.8 Zomedica(ZOM) 84133 0.30 –0.05 –13.2 Mandiant(MNDT) 147736 21.78 +2.40 +12.4
Myomo(MYO) 530 3.94 –3.33 –45.8
PetroleoBrasil(PBR) 223014 13.76 –0.75 –5.2 GreatPanther(GPL) 81476 0.34 +0.09 +35.1 UnitedAirlines(UAL) 147655 34.87 –1.84 –5.0
LairdSuperfood(LSF) 1222 3.33 –1.91 –36.5
SouthwesternEner(SWN) 218168 5.54 +0.16 +3.0 NewGold(NGD) 57267 1.83 +0.06 +3.4 DraftKings(DKNG) 144818 16.11 –4.58 –22.1
IndonesiaEnergy(INDO) 50077 28.24 –12.53 –30.7
Uber(UBER) 209209 30.76 +0.93 +3.1 IndonesiaEnergy(INDO) 50077 28.24 –12.53 –30.7 CloverHealth(CLOV) 143647 3.09 +0.89 +40.5
MexcoEnergy(MXC) 12880 18.38 –6.56 –26.3
WellsFargo(WFC) 200397 48.47 –0.32 –0.7 TanzanianGold(TRX) 49113 0.41 +0.04 +9.7 BedBath(BBBY) 143485 19.99 +3.81 +23.5
AeroCentury(ACY) 2542 3.00 –0.85 –22.1
Chevron(CVX) 198794 170.90 +12.25 +7.7 EnergyFuels(UUUU) 47782 9.58 +1.39 +17.0 Zynga(ZNGA) 139638 9.05 –0.09 –1.0
ArmataPharm(ARMP) 97 3.96 –1.05 –21.0
BarrickGold(GOLD) 192529 24.35 +0.15 +0.6 PEDEVCO(PED) 40924 1.60 +0.01 +0.6 Rivian(RIVN) 137886 38.05 –9.34 –19.7
AirspanNetworks(MIMO) 337 3.34 –0.66 –16.5
Nokia(NOK) 185744 4.81 +0.01 +0.2 WestwaterRscs(WWR) 39030 1.85 +0.01 +0.5 iQIYI(IQ) 136691 2.78 –1.49 –34.9
RileyExpln(REPX) 837 29.86 –5.37 –15.2
NineEnergy(NINE) 184551 3.29 +1.49 +82.8 ExcellonRes(EXN) 38651 1.38 +0.51 +58.2 JD.com(JD) 125237 47.99 –15.60 –24.5
NASDAQ BIGGEST % MOVERS
By Dollar Volume By Dollar Volume By Dollar Volume
Winners Name (Sym) $ Volume Close Change%Chg. Name (Sym) $ Volume Close Change%Chg. Name (Sym) $ Volume Close Change%Chg.
Name (Sym) Volume Close Change %Chg. Chevron(CVX) 33330878 170.90 +12.25 +7.7 HoustonAmEner(HUSA) 2781760 6.63 +4.73+248.9 Tesla(TSLA) 92660136 795.35 –42.94 –5.1
Ebix(EBIX) 6890 39.00 +14.32 +58.0 OccidentalPetrol(OXY) 24094911 57.95 +1.80 +3.2 IndonesiaEnergy(INDO) 2597087 28.24 –12.53 –30.7 Apple(AAPL) 82727591 154.73 –8.44 –5.2
VoyagerTherap(VYGR) 11159 5.59 +1.89 +51.1 ExxonMobil(XOM) 23413408 84.92 +0.83 +1.0 CamberEnergy(CEI) 2273434 0.92 +0.14 +17.6 Amazon.com(AMZN) 650538132910.49 –2.33 –0.1
FusionFuelGreen(HTOO) 977 9.01 +2.79 +44.9 BankofAmerica(BAC) 14197226 40.33 –0.62 –1.5 CheniereEnergy(LNG) 1938797 129.46 –10.17 –7.3 AdvMicroDevices(AMD) 55109899 104.29 –4.12 –3.8
UroGenPharma(URGN) 912 8.67 +2.63 +43.5 Alibaba(BABA) 13228318 86.71 –13.89 –13.8 Enservco(ENSV) 1023392 3.20 +1.85+137.0 Microsoft(MSFT) 51700683 280.07 –9.79 –3.4
CloverHealth(CLOV) 143647 3.09 +0.89 +40.5 JPMorganChase(JPM) 13025220 128.89 –5.51 –4.1 UraniumEner(UEC) 545272 4.96 +1.10 +28.5 NVIDIA(NVDA) 50722421 221.00 –8.36 –3.6
AST Space(ASTS) 66587 9.51 +2.68 +39.2 Block(SQ) 11578092 101.93 –4.59 –4.3 Marygold(MGLD) 512501 4.11 +1.01 +32.6 MetaPlatforms(FB) 32002056 187.61 –12.45 –6.2
OysterPtPharma(OYST) 799 11.44 +2.86 +33.3 Citigroup(C) 9874229 54.16 –2.43 –4.3 Tellurian(TELL) 498495 4.04 +0.27 +7.2 Alphabet A(GOOGL) 234420062597.41 –40.72 –1.5
Dave(DAVE) 5189 5.80 +1.40 +31.8 Shopify(SHOP) 9810293 544.37 –56.47 –9.4 EnergyFuels(UUUU) 447527 9.58 +1.39 +17.0 Alphabet C(GOOG) 204591722609.51 –32.93 –1.2
TaiwanSemi(TSM) 9688392 101.41 –3.65 –3.5 B2Gold(BTG) 419323 4.55 +0.20 +4.6 Netflix(NFLX) 9965195 340.32 –21.41 –5.9
Losers WellsFargo(WFC) 9558811 48.47 –0.32 –0.7 MexcoEnergy(MXC) 360699 18.38 –6.56 –26.3 PayPal(PYPL) 9889446 96.57 –3.34 –3.3
Name (Sym) Volume Close Change %Chg. Boeing(BA) 9524386 176.23 –4.61 –2.5 ImperialOil(IMO) 209485 45.28 –0.84 –1.8 CrowdStrike(CRWD) 9631110 190.54 +11.51 +6.4
Inspirato(ISPO) 9343 10.71 –31.77 –74.8 BerkHathwy B(BRK.B) 9217292 326.60 +1.26 +0.4 CheniereEnerPtrs(CQP) 196346 53.91 –4.56 –7.8 MicronTech(MU) 9123919 72.82 –9.09 –11.1
TreanInsurance(TIG) 6233 3.35 –3.60 –51.8 Visa(V) 8851662 196.71 –3.58 –1.8 DenisonMines(DNN) 164275 1.64 +0.20 +13.9 Intel(INTC) 8883394 45.83 –2.24 –4.7
Atreca(BCEL) 25107 2.99 –2.21 –42.5 LockheedMartin(LMT) 8439525 439.04 –19.11 –4.2 EquinoxGold(EQX) 148915 7.92 +0.08 +1.0 BookingHldgs(BKNG) 79203752017.40 +32.36 +1.6
IO Biotech(IOBT) 181 3.80 –2.37 –38.4 Disney(DIS) 8165886 131.75 –8.97 –6.4 GranTierraEner(GTE) 148708 1.58 +0.05 +3.3 Qualcomm(QCOM) 7817287 152.34 –9.92 –6.1
iQIYI(IQ) 136691 2.78 –1.49 –34.9 UnitedHealth(UNH) 8007836 482.87 –15.78 –3.2 Barnwell(BRN) 126402 2.99 –0.41 –12.1 Upstart(UPST) 7782359 100.08 –28.19 –22.0
Science37(SNCE) 968 4.87 –2.60 –34.8 NIO(NIO) 7939358 16.07 –2.56 –13.7 NewConceptEner(GBR) 109626 3.53 –0.27 –7.1 Adobe(ADBE) 7603818 416.38 –35.75 –7.9
LiveVox(LVOX) 1503 3.00 –1.56 –34.2 Coca-Cola(KO) 7288083 57.92 –4.65 –7.4 CentrusEnergy(LEU) 109612 39.70 –0.89 –2.2 Costco(COST) 7296868 527.42 +1.92 +0.4
Fossil(FOSL) 14739 8.70 –4.51 –34.1 Mastercard(MA) 7272402 324.79 –5.97 –1.8 NewGold(NGD) 104415 1.83 +0.06 +3.4 JD.com(JD) 6798616 47.99 –15.60 –24.5
Includes Common shares only. All figures reflect activity for the most-recent five-day trading week. Share volume figures are expressed in thousands. Volume percentage leaders exclude stocks with average daily volume of fewer
than 5,000 shares or priced under $5. Average volume is based on 65 trading days. Volume figures do not reflect extended trading hours. a-Stock has not been in existence or not been traded for 65 consecutive sessions. S-Stock
split or stock dividend amounting to 10% or more. X-Ex-dividend
Research Reports
How Analysts Size Up Companies
These reports, excerpted and edited by Barron’s, were issued recently by investment and small-cell antenna systems. With its small- of 32 times our 2023 estimate; we believe
cell equipment widely regarded as top-notch, a 39 P/E is attainable.
research firms. The reports are a sampling of analysts’ thinking; they should not be considered Nokia should benefit. Our fair-value estimate
the views or recommendations of Barron’s. Some of the reports’ issuers have provided, or hope for Nokia shares is $5.70. CrowdStrike Holdings • CRWD-Nasdaq
to provide, investment-banking or other services to the companies being analyzed. Buy • Price $169.79 on March 9
York Water • YORW-Nasdaq by BofA Securities
Buy • Price $44.69 on March 9
by Janney Montgomery Scott CrowdStrike is a leader in the Endpoint Pro-
Coca-Cola • KO-NYSE to 2021, even while relying less on fee reve- tection Platform market. EPP solutions help
Buy • Price $61.08 on March 7 nue from consumers. Additionally, Fifth While York Water’s 2021 revenue met ex- protect enterprises from cyber attacks.
by Edward Jones Third has the lowest reliance on overdraft pectations, earnings per share of $1.30 CrowdStrike’s platform is one of the few
fees among its peer banks. were above our forecast. Looking forward, 100% cloud-based architectures and is
Coca-Cola is doing a solid job reinvigorating Each of the first four 25 basis-point rate 2022 (and 2023) should be record years for uniquely positioned to displace incumbents
its core carbonated soda business, with new hikes [expected from the Federal Reserve] system-wide investments, which should with its breadth, including advanced detection
sugar-free offerings and smaller can sizes. It are estimated to add $120 million to $140 drive rate base growth throughout our and remediation capabilities. CrowdStrike is
is a highly innovative company that is im- million of annual net interest income to the published estimates. We maintain our $55 positioned to gain EPP market share and ex-
proving and expanding its offerings in en- company. The bank has disciplined under- fair value on the stock. York Water shares pand into other security areas over time.
ergy and sports drinks. Coke continues to in- writing and is confident that credit quality remain attractive at a price/earnings ratio Stock-price objective: $315.
crease the number of markets for its smaller, will remain strong over the next 12 to 18
faster-growing brands (e.g., Costa Coffee), months. It is investing in organic growth
while also looking for acquisition opportuni- (people, processes, and technology) to gain INSIDER TRANSACTIONS: Recent Filings
ties. It has a strong management team and market share, continues to pay a strong div- Purchases Sales
$ Val $ Val
an admirable long-term strategy. It is simpli- idend and to execute on share repurchases. Company /Symbol Insiders Shares (000's) Company /Symbol Insiders Shares (000's)
fying its internal operations, focusing more Acquisitions remain a lower priority. Our Revolution Medicines RVMD 1 484,665 9,076 Golub Capital Bdc GBDC 2 2,500,000 39,300
on digital marketing and big data, and has target price on the stock is $50. Shift4 Payments FOUR 1 120,000 5,523 Enviva EVA 1 501,691 37,818
Skechers Usa SKX 1 103,000 3,853 Funko FNKO 5 1,655,190 33,267
recently eliminated many small, slow-grow- Archer Aviation ACHR 1 1,062,092 3,213 Intuit INTU 1 59,286 28,163
ing brands. This should help sales and prof- Nokia • NOK-NYSE Carvana CVNA 1 25,000 2,619 Datadog DDOG 8 176,218 27,713
its. Coke has a strong presence in growing Four stars out of five • Price $4.53 on March 7 James River JRVR 7 109,900 2,250 Harmony Biosciences HRMY 1 596,428 24,227
Hillman Solutions HLMN 5 209,016 2,195 Cloudflare NET 2 251,587 24,159
emerging markets, such as China. As people by Morningstar Extra Space Storage EXR 1 10,500 2,108 Tenet Healthcare THC 2 258,742 23,383
in emerging markets enter the middle class, Western Alliance BancorpWAL 2 27,000 2,084 Hain Celestial HAIN 1 635,833 22,764
Iaa IAA 2 52,000 1,757 Upstart UPST 3 142,538 22,484
they often spend more on prepackaged bev- Nokia is a key vendor of hardware, soft-
Caesars Entertainment CZR 2 23,000 1,609 St Joe JOE 1 368,800 20,852

erages. Coke does have a tax dispute with ware, and services to communication ser- Veritex VBTX 3 40,131 1,525 MongodbMDB 3 54,016 18,204
the IRS that could be material, but the out- vice providers. CSP-equipment spending Crocs CROX 3 16,030 1,238 Enphase Energy ENPH 4 102,995 16,770
Wayfair W 1 10,000 1,222 Crowdstrike CRWD 2 80,000 16,116
come remains uncertain. Coke had less than provides robust growth during genera-
Truist Financial TFC 1 20,000 1,190 Arista Networks ANET 4 131,081 15,559
2% of its sales from Russia last year, but that tional wireless upgrade cycles, followed by Draftkings DKNG 1 50,000 1,164 Hess HES 7 151,770 15,164
does not change our outlook. [The company spending lulls, with 5G being the latest Mp Materials MP 1 30,000 1,152 Targa ResourcesTRGP 4 214,921 14,181
Montrose Environmental MEG 1 25,000 1,048 Kroger KR 5 227,020 13,453
has suspended its operations there, in light tailwind. It promises to connect billions of Comscore SCOR 1 400,000 1,045 Roku ROKU 4 96,743 13,246
of the Russian invasion of Ukraine.] wireless devices at incredible speed across Us Foods USFD 1 31,000 1,020 Deere & CoDE 1 32,391 12,956
more spectrum bands, and to have more An insider is any officer, director or owner of 10% or more of a class of a company's securities. In most cases, an insider must report any trade to the
Fifth Third Bancorp FITB-Nasdaq
• uses than 4G. This may offer Nokia more SEC within two business days. The tables highlight companies that filed with the SEC through last Wednesday. The tables do not include pension-
plan or employee stock-option activity, trades by beneficial owners of 10% or more, trades under $2 per share or trades under 100 shares. The
Outperform • Price $44.74 on March 9 upside than previous wireless generations. "Purchases" column includes only open-market and private purchases; the "Sales" column includes only open-market and private sales, and
by RBC Capital Markets However, CSPs typically multisource excludes trades preceded by option exercise in the 12 months prior to the reported event. Source: Thomson Reuters
equipment and possess purchasing power

Overall, the outlook for Fifth Third is posi- over their vendors. Nonetheless, as spend- INSIDER TRANSACTIONS RATIO
tive, due to the positioning of its balance ing on 4G infrastructure declines, we ex- 152
sheet for higher interest rates, growth op- pect 5G buildouts to benefit Nokia until the 133
portunities in its loan portfolio, and strength new technology is ubiquitous in early tech-
114
in credit quality. The company has been a nology-embracing countries.
95
good steward of capital, which we expect To maximize 5G’s potential data transmis-
will continue. In 2021, all markets in which sion speed, high-frequency bands will be uti- 76
Bearish Ratio = 9
FITB has operations experienced household lized by the communication service providers. 57
annual growth: Southeast up 6%; Chicago, Compared with lower-frequency signals used 38
4%; Midwest ex Chicago, 2%. The company in existing wireless generations, high-fre- 19
grew its adjusted noninterest income at a quency bands travel shorter distances and Bullish 0
5% compound annual growth rate from 2015 are more susceptible to interference. To de- M A M J J A S O N D J F M
liver users the highest speeds possible, while
not succumbing to the limitations of physics, Ratio of Insiders Sales to Buys. Readings under 12:1 are Bullish. Those over 20:1 are Bearish.
To be considered for this section, material
The total top 20 sales and buys are 439,779,143 and 46,892,129 respectively; Source: Thomson Reuters
should be sent to [email protected]. networks will require an abundant number of
New York Stock Exchange Composite List

52-Week Tick Div 52-Week Tick Div 52-Week Tick Div
NOTICE TO READERS: High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
11.71 8.26 AnteroMidstream AM 8.8 15 10.20 –0.01 .225 133.48 85.15 AutoNation AN ... 6 110.58 –2.55 ... 95.25 70.70 Berkley WRB .6 17 94.40 +4.31 .0867
Sign up for the Weekly Market Lab Newsletter: barrons.com/newsletters 27.31 8.64 AnteroResources AR ... dd 26.67 +1.25 ... 2110.00 1266.29 AutoZone AZO ... 17 1864.59 –26.77 ... 497333 374482 BerkHathwy A BRK.A ... 8 489802 +2362.00 ...
478.00 335.20 Anthem ANTM 1.1 19 465.26 –11.58 1.28 191.67 80.60 Avalara AVLR ... dd 80.91 –13.98 ... 331.49 246.79 BerkHathwy B BRK.B ... 8 326.60 +1.26 ...
326.25 221.82 Aon AON .7 53 295.33 +1.59 .51 257.52 181.24 Avalonbay AVB 2.6 34 241.12 –6.22 1.59 31.78 21.00 BerkshireHills BHLB 1.6 12 29.78 –0.22 .12
55.53 41.90 AptIncmREIT AIRC 3.4 18 52.54 –0.55 .45 55.57 42.20 Avangrid AGR 3.9 22 44.72 –0.31 .44 74.73 52.54 BerryGlobal BERY ... 11 56.71 –0.27 ...
Please visit the Market Lab home page on barrons.com under Data. 8.16 4.97 ApartmtInv AIV ... dd 7.05 –0.27 ... 48.88 27.96 AvanosMedical AVNS ... cc 31.71 –3.04 ... 141.97 85.58 BestBuy BBY 3.7 10 94.59 –11.51 .88
10.25 10.02 ApeironCapital APN.UT ... ... 10.04 –0.06 ... 10.95 9.90 AvantiAcqn AVAN.UT ... ... 9.98 +0.03 ... 73.23 31.57 BigLots BIG 3.6 6 33.20 –4.85 .30
10.44 9.75 ApeironCapA APN ... ... 9.97 +0.04 ... 10.18 9.54 AvantiAcqnA AVAN ... 40 9.86 +0.01 ... 10.50 4.45 BigBear.ai BBAI ... dd 9.46 +1.71 ...
0.15 0.18 1.75 0.55 BigBear.aiWt BBAI.WT ... ... 1.23 +0.08 ...
www.barrons.com/market-data/market-lab 0.50
26.84 18.37
ApeironCapWt
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APN.WT
APG
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dd
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44.37 27.18
AvantiAcqnWt
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... 948.97 553.56 BiglariA BH.A ... 14 810.00 –5.00 ...
16.94 12.10 ApolloComRlEst ARI 10.5 9 13.39 +0.05 .35 32.47 12.20 Avaya AVYA ... dd 12.36 –0.26 ... 188.50 110.56 BiglariB BH ... 14 156.43 –4.62 ...
81.07 45.45 ApolloGlbMgmt APO 2.5 7 63.05 –0.43 .40 229.24 156.51 AveryDennison AVY 1.7 18 162.38 –5.21 .68 348.50 128.00 Bill.com BILL ... dd 187.51 –17.75 ...
10.86 10.00 ApolloStratGr APSG.UT ... ... 10.38 +0.16 ... 61.46 43.69 Avient AVNT 1.9 20 48.92 –1.30 .2375 151.51 62.57 BiohavenPharm BHVN ... dd 118.78 +5.68 ...
52-Week Tick Div 52-Week Tick Div 10.32 9.64 ApolloStratGrA APSG ... cc 9.89 –0.01 ... 49.14 37.73 Avista AVA 3.9 22 45.48 –0.98 .44 832.70 524.19 Bio-RadLab A BIO ... 4 529.89 –52.65 ...
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. 1.69 0.75 ApolloStratGrWt APSG.WT ... ... 1.21 +0.21 ... 34.20 21.67 AxaltaCoating AXTA ... 21 23.61 –1.00 ... 818.60 559.65 Bio-RadLab B BIO.B ... 4 559.65 –55.35 ...
10.30 9.73 ApolloStratGrII APGB.UT ... ... 9.87 ... ... 62.44 43.90 AxosFinancial AX ... 13 48.55 –1.60 ... 11.25 2.81 BirdGlobal BRDS ... dd 4.02 +0.83 ...
43.46
A
74.25 AlaskaAir ALK ... 13 48.82 –0.32 ...
93.43 74.17 AlbanyIntl AIN 1.0 23 84.09 –1.34 .21 10.05 9.64 ApolloStratII A APGB ... 64 9.75 –0.02 ... 29.45 10.41 Azul AZUL ... dd 11.15 –1.83 ... 2.90 0.40 BirdGlobalWt BRDS.WT ... ... .56 +0.12 ...
291.48 141.94 Albemarle ALB .9 cc 184.76 +5.69 .395 1.68 0.55 ApolloStratII Wt APGB.WT ... ... .59 +0.02 ... 31.93 12.97 AzurePowerGlbl AZRE ... dd 18.68 +2.60 ... 9.96 9.55 BiteAcqn BITE ... ... 9.77 +0.02 ...
37.99 17.73 Albertsons ACI 1.4 20 34.41 –1.75 .12 18.37 13.83 AppleHospREIT APLE 3.3 cc 18.07 +0.44 .05 10.10 9.80 BiteAcqn BITE.UT ... ... 9.91 +0.01 ...
46.09 30.90 AAR AIR ... 22 45.33 +1.52 ...
B
109.87 80.93 AppliedIndlTechs AIT 1.3 18 100.96 +0.44 .34 0.75 0.25 BiteAcqnWt BITE.WT ... ... .40 +0.02 ...
39.11 30.07 ABB ABB 2.2 14 32.50 +0.82 .6957 92.32 27.11 Alcoa AA .5 36 79.04 –11.62 .10 73.43
158.97 110.04 Aptargroup ATR 1.4 31 112.30 –7.89 .38 61.95 BlackHills BKH 3.4 19 71.04 –1.74 .595
54.46 38.44 ABMIndustries ABM 1.7 25 46.00 –0.59 .195 88.78 65.60 Alcon ALC .1 96 73.01 –2.49 .1099 42
8 26.57 16.50 Alexander&Baldwin ALEX 3.1 48 23.15 +0.74 .19 180.81 94.75 Aptiv APTV ... 55 106.15 +0.28 ... 84.27 52.00 BlackKnight BKI ... 56.60 –4.12 ...
9.77 7.58 ACCO Brands ACCO 3.6 8.29 –0.34 .075 13.57 2.63 Bark BARK ... dd 2.87 +0.13 ... 10.74 10.01 BlackMountain BMAC.UT ... ... 10.18 +0.09 ...
308.39 246.15 Alexanders ALX 7.2 10 250.94 –0.93 4.50 43.12 31.22 Aramark ARMK 1.2 cc 35.35 –0.63 .11
18.43 10.75 AcresCmclRlty ACR ... 7 12.05 –0.43 ... 5.00 0.43 BarkWt BARK.WT ... ... .52 –0.01 ... 9.97 9.76 BlackMountainA BMAC ... ... 9.95 +0.04 ...
20.74 15.00 ArborRealty ABR 8.1 8 17.49 –0.20 .37
32.00 13.10 ADC Therap ADCT ... dd 14.02 –0.06 ... 224.95 161.81 AlexandriaRlEst ARE 2.4 50 188.43 –6.23 1.15
36.52 25.54 B&G Foods BGS 7.4 25 25.69 –3.55 .475 0.65 0.24 BlackMountainWt BMAC.WT ... ... .25 –0.02 ...
dd 53.01 44.18 AlgonquinPwrUn AQNU 7.9 ... 47.52 +1.96 .9688 37.87 25.01 ArcelorMittal MT 1.9 2 29.82 +0.48 .38
11.78 6.68 ADT ADT 1.8 7.64 +0.05 .035 56.33 10.43 9.78 BlackSpadeAcqn BSAQ.UT ... ... 9.85 +0.05 ...
11.00 10.00 AEA-Bridges IMPX.UT ... ... 10.31 +0.05 ... 16.98 13.39 AlgonquinPwr AQN 4.5 38 15.08 +0.38 .1706 163.99 39.02 ArchResources ARCH .7 8 153.01 +0.62 .25 44.60 BCE BCE 5.3 23 55.21 –0.70 .7011
245.69 86.68 Alibaba BABA ... 23 86.71 –13.89 ... 22.01 9.62 ArchaeaEnergy LFG ... dd 19.24 +1.31 ... 2.50 0.54 BEST BEST ... 1 .54 –0.09 ... 9.98 9.39 BlackSpadeA BSAQ ... dd 9.64 –0.01 ...
10.32 9.58 AEA-BridgesA IMPX ... cc 9.91 ... ... 16.91 11.45 BGSF BGSF 4.4 13 13.61 –0.34 .15 0.89 0.32 BlackSpadeWt BSAQ.WT ... ... .32 –0.09 ...
1.50 0.58 AEA-BridgesWt IMPX.WT ... ... .78 –0.02 ... 13.34 8.46 Alight ALIT ... dd 8.75 –0.66 ... 11.16 2.61 ArcherAviation ACHR ... dd 3.17 +0.29 ...
2.87 0.29 ArcherAviationWt ACHR.WT ... ... .49 +0.07 ... 82.07 51.88 BHP Group BHP 10.2 10 68.55 –4.57 3.00 13.21 8.37 BlackStoneMin BSM 8.7 17 12.44 +0.04 .27
78.62 58.36 AECOM ACM .8 54 76.96 +6.76 .15 737.89 585.10 Alleghany Y ... 9 638.51 –15.74 ... 20.17 5.80 BlackBerry BB ... dd 6.24 –0.24 ...
28.86 19.76 AES AES 2.8 dd 22.20 +0.38 .158 28.40 13.85 AlleghenyTechs ATI ... dd 26.50 +0.45 ... 87.99 55.26 ArcherDaniels ADM 1.9 17 83.60 +0.80 .40 25.81 2.41 BitMining BTCM ... dd 2.61 –0.10 ...
10.62 6.99 Archrock AROC 6.3 52 9.22 +0.38 .145 74.09 40.35 BJ'sWholesale BJ ... 20 61.02 +4.48 ... 973.16 660.15 BlackRock BLK 2.8 18 687.04 –9.55 4.88
66.97 49.34 Aflac AFL 2.7 9 59.96 –0.14 .40 148.70 106.83 Allegion ALLE 1.5 21 111.31 –5.98 .41 1.72 dd
73.10 56.84 Allete ALE 4.0 20 65.67 +0.76 .65 38.49 23.55 Arconic ARNC ... dd 24.08 –3.02 ... 10.18 8.80 BoaAcqn BOAS.UT ... ... 9.91 –0.06 ... 13.20 BlackSkyTech BKSY ... 1.86 –0.25 ...
158.62 108.56 AGCO AGCO .6 11 130.83 +0.99 .20 2.45 0.21 BlackSkyTechWt BKSY.WT ... ... .24 –0.03 ...
102.23 53.30 AllianceData ADS 1.5 3 55.47 –5.51 .21 8.10 4.33 ArcosDorados ARCO ... 71 7.34 –0.14 ... 9.95 9.61 BoaAcqnA BOAS ... 62 9.86 ... ...
14.85 8.48 AG Mortgage MITT 9.0 2 9.01 +0.45 .21 149.78 71.34 Blackstone BX 3.5 14 116.05 –5.11 .397
15.23 3.92 a.k.a.Brands AKA ... ... 4.37 +0.12 ... 57.54 38.57 AllianceBernstein AB 8.9 11 43.84 +0.62 1.29 67.85 43.42 Arcosa ACA .3 40 57.51 +3.03 .05 1.04 0.23 BoaAcqnWt BOAS.WT ... ... .26 +0.01 ...
10.40 9.80 ArctosNthStar ANAC.UT ... ... 9.85 ... ... 19.37 12.22 BP Midstream BPMP 8.5 11 16.31 +0.26 .3475 34.04 29.26 BlackstoneMtg BXMT 7.9 11 31.55 –0.23 .62
72.62 8.31 AMC Ent AMC ... dd 14.30 –2.27 ... 46.40 32.55 AllisonTransm ALSN 2.2 9 38.92 –1.98 .21 21.04 6.45 BlendLabs BLND ... dd 6.75 –1.80 ...
140.00 106.11 Allstate ALL 2.8 7 123.38 –4.17 .85 10.20 9.44 ArctosNorthA ANAC ... 52 9.74 –0.03 ... 34.16 22.64 BP BP 4.5 13 28.27 +0.26 .3276
129.12 71.38 AMN Healthcare AMN ... 14 93.78 –10.83 ... 26.51 19.56 BlockHR HRB 4.5 7 24.26 –1.38 .27
39.85 1.40 0.35 ArctosNorthWt ANAC.WT ... ... .37 –0.02 ... 15.60 2.92 BP Prudhoe BPT 5.9 cc 11.47 –2.22 .5812
7.91 2.60 AMTD IDEA AMTD ... ... 3.05 –0.02 ... 56.61 AllyFinancial ALLY 2.9 5 41.38 –3.41 .30 289.23 82.72 Block SQ ... cc 101.93 –4.59 ...
137.00 49.10 22.36 ArcusBiosci RCUS ... 78 33.10 –0.78 ... 22.80 9.10 BRC BRCC ... cc 16.45 –2.15 ...
10.15 10.02 APAcqnUn APCA.UT ... ... 10.15 +0.03 ... 11.13 AlphaMetal AMR ... 9 132.73 +16.58 ... 37.01 12.55 BloomEnergy BE ... dd 22.85 +1.75 ...
3.94 1.90 ARC Document ARC 5.6 17 3.55 –0.09 .05 21.07 16.14 AlpineIncmProp PINE 5.5 24 19.10 –0.02 .27 12.43 7.01 ArdaghMetalPkg AMBP ... dd 7.88 +0.05 ... 6.25 0.54 BRC Wt BRCC.WT ... ... 3.25 –0.10 ...
2.78 1.27 ArdaghMetalWt AMBP.WT ... ... 1.56 –0.09 ... 6.08 2.83 BRF BRFS ... 36 3.04 –0.01 ... 12.76 3.52 BlueApron APRN ... dd 4.79 –0.14 ...
9.62 6.53 ASETech ASX 3.1 7 7.01 –0.08 .3017 17.38 11.55 AltaEquipment ALTG ... dd 12.20 –0.23 ... 17.89 9.35 BlueOwlCapital OWL 3.2 dd 12.39 +0.79 .10
131.89 91.34 ASGN ASGN ... 14 105.66 –2.67 ... 10.16 9.50 AltC Acqn ALCC ... ... 9.72 ... ... 5.43 3.07 ArdmoreShipping ASC ... dd 4.09 –0.35 ... 24.20 16.03 BRT Apartments BRT 4.0 16 22.91 –0.27 .23
10.15 9.74 AresAcqn AAC.UT ... ... 9.85 –0.01 ... 68.68 42.58 BWX Tech BWXT 1.7 16 52.60 –0.69 .22 6.55 1.19 BlueOwlCapWt OWL.WT ... ... 3.21 +0.35 ...
33.88 22.02 AT&T T 9.0 8 23.19 –0.68 .52 90.57 49.67 Alteryx AYX ... dd 61.15 +0.41 ... 36.10 15.85 BluegreenVac BVH ... 11 31.02 +2.34 ...
10.44 1.67 ATI PhysTherapy ATIP ... dd 1.74 –0.06 ... 38.19 10.47 AlticeUSA ATUS ... 5 11.06 –0.09 ... 10.00 9.50 AresAcqnA AAC ... 77 9.75 –0.02 ... 10.37 5.81 Babcock&Wilcox BW ... 38 7.94 +1.13 ...
1.40 0.42 AresAcqnWt AAC.WT ... ... .45 –0.05 ... 16.00 4.44 Babylon BBLN ... dd 4.73 –0.54 ... 96.63 35.00 BlueLinx BXC ... 3 88.32 –0.72 ...
2.80 0.22 ATIPhysTherapyWt ATIP.WT ... ... .29 +0.03 ... 9.98 9.65 AltimarAcqnIIIA ATAQ ... dd 9.73 +0.01 ... 10.21 9.81 BlueRiverAcqn BLUA.UT ... ... 9.85 –0.03 ...
19.05 8.42 A10Networks ATEN 1.5 11 12.98 –0.93 .05 1.51 0.50 AltimarIIIWt ATAQ.WT ... ... .50 –0.02 ... 16.98 13.48 AresCommRealEst ACRE 8.9 10 14.89 +0.01 .02 2.36 0.52 BabylonWt BBLN.WT ... ... .65 –0.05 ...
90.08 50.46 AresMgmt ARES 3.4 34 71.25 –3.41 .61 112.36 85.55 BadgerMeter BMI .9 45 93.09 –4.53 .20 9.93 9.57 BlueRiverA BLUA ... cc 9.77 +0.01 ...
10.17 10.09 AxiosSustGrw AXAC.UT ... ... 10.17 +0.02 ... 12.39 9.70 AltimeterGrw2 AGCB ... dd 9.76 –0.03 ... 1.30 0.28 BlueRiverWt BLUA.WT ... ... .28 –0.15 ...
58.61 44.49 AXIS Capital AXS 3.3 7 51.63 –1.97 .43 53.84 42.53 Altria MO 7.1 38 50.48 –3.01 .90 55.99 36.60 Argan AGX 2.5 14 40.68 +0.43 .25 50.80 3.31 Bakkt BKKT ... dd 4.84 +0.04 ...
18.64 0.84 BakktWt BKKT.WT ... ... 1.50 –0.20 ... 11.49 9.74 BluescapeOpps BOAC.UT ... ... 9.98 –0.02 ...
51.32 23.64 AZEK AZEK ... 39 24.50 –2.27 ... 11.35 6.25 AltusPower AMPS ... dd 8.47 +0.99 ... 61.30 36.37 ArgoGroup ARGO 3.1 dd 40.09 –2.21 .31
10.29 9.51 BluescapeOppsAcqn BOAC ... cc 9.84 –0.01 ...
3.14 0.79 AltusPowerWt AMPS.WT ... ... 1.85 +0.36 ... 18.29 10.06 ArisWater ARIS 1.8 ... 17.80 +2.15 .09 98.09 77.95 Ball BLL .9 32 85.56 –4.64 .20
58.59 44.50 AZZ AZZ 1.4 16 48.97 –1.12 .17
75.92 26.11 Bally's BALY ... dd 30.35 –3.85 ... 1.87 0.27 BluescapeOppsWt BOAC.WT ... ... .35 –0.02 ...
23.90 9.99 AlumofChina ACH ... 18 14.68 –4.10 ... 148.57 68.50 AristaNetworks ANET ... 46 119.91 +1.36 ...
37.49 18.26 Aaron's AAN 2.1 7 21.84 –0.53 .1125
22.09 15.40 BancCalifornia BANC 1.2 20 19.24 +0.39 .06 278.57 167.58 Boeing BA ... dd 176.23 –4.61 ...
142.60 105.36 AbbottLabs ABT 1.6 29 114.02 –7.39 .47 18.63 12.07 AmbacFin AMBC ... dd 12.44 –0.30 ... 4.40 3.13 ArlingtonAsset AAIC ... dd 3.61 +0.11 ... 4
4.98 2.47 BancoBBVA BBAR ... 4 3.29 +0.26 ... 85.06 46.51 BoiseCascade BCC .6 76.70 –1.14 .12
151.25 102.05 AbbVie ABBV 3.8 23 149.06 –1.50 1.41 5.79 2.28 AmbacFinWt AMBC.WT ... ... 2.60 –0.24 ... 11.79 5.48 ArloTech ARLO ... dd 9.74 –1.03 ... 15
7.26 4.76 BancoBilbaoViz BBVA 5.3 7 5.39 +0.10 .2611 134.50 55.00 BootBarn BOOT ... 87.65 +3.82 ...
26.47 15.80 12.08 ArmadaHoffler AHH 4.6 96 14.82 –0.12 .17
48.97 Abercrombie&Fitch ANF ... 7 28.44 –0.15 ... 3.95 2.50 Ambev ABEV 4.0 18 2.60 –0.13 .0839 91.00 69.68 BoozAllen BAH 2.1 20 83.32 –3.01 .43
22.87 4.01 AmbrxBio AMAM ... ... 4.90 +0.39 ... 12.56 7.51 ArmourRes ARR 14.0 47 8.57 +0.30 .10 4.86 2.79 BancoBradesco BBDO 3.9 8 3.35 +0.08 .0032
23.33 18.55 AcadiaRealty AKR 3.3 83 21.58 –0.40 .18 6.53 0.47 BoqiiHolding BQ ... dd .52 –0.03 ...
14.10 10.05 AccelEnt ACEL ... 54 13.07 –0.55 ... 12.92 10.33 Amcor AMCR 4.4 18 10.90 –0.39 .12 6.90 1.30 ArmstrongFlooring AFI ... dd 1.51 +0.08 ... 25.12 15.60 BancodeChile BCH 4.0 10 21.23 –0.64 .855
55.55 34.85 BorgWarner BWA 1.9 16 36.32 –0.61 .17
23 118.14 85.74 ArmstrongWorld AWI 1.0 23 89.87 +0.61 .231 19.33 14.30 Bladex BLX 6.6 10 15.17 –0.08 .25
10.24 9.61 AccelerateAcqn AAQC.UT ... ... 9.90 +0.08 ... 90.77 76.00 Ameren AEE 2.7 87.49 –2.03 .59 4.07 1.12 BorrDrilling BORR ... dd 3.23 +0.10 ...
56 137.95 102.61 ArrowElec ARW ... 8 119.86 +0.84 ... 21.20 12.06 BancoMacro BMA ... 4 15.53 +1.03 ...
9.96 9.60 AccelerateA AAQC ... cc 9.73 +0.02 ... 101.86 40.26 Ameresco AMRC ... 75.41 +12.22 ... 1349.98 342.74 BostonBeer SAM ... cc 346.62 –29.51 ...
1.31 0.36 AccelerateWt AAQC.WT ... ... .36 –0.08 ... 21.37 13.35 AmericaMovil AMX 1.8 13 18.94 +0.47 .1964 57.65 33.93 ArtisanPtrsAsset APAM 11.1 7 35.79 –1.06 .72 9.02 5.19 BancSanBrasil BSBR 8.6 ... 6.34 +0.35 .0642 45.71 23.85 BostonOmaha BOC ... 8 26.73 –1.21 ...
417.37 261.13 Accenture ACN 1.2 32 311.58 –2.58 .97 21.34 13.10 AmericaMovil A AMOV 2.1 13 18.83 +0.21 .1964 32.34 16.56 Artivion AORT ... dd 19.61 –2.08 ... 26.15 15.37 BcoSantChile BSAC 5.0 10 20.57 +0.27 .9285 128.00 100.53 BostonProps BXP 3.2 39 123.44 +0.28 .98
10.10 9.80 AcropolisInfr ACRO.UT ... ... 9.85 +0.03 ... 40.83 31.47 AmericanAssets AAT 3.5 77 36.39 –1.22 .32 145.79 25.41 Asana ASAN ... dd 34.56 –10.88 ... 6.67 4.49 BcoSantMex BSMX 2.9 9 5.45 –0.14 .0675 46.29 37.13 BostonSci BSX ... 61 41.70 –2.26 ...
9.82 9.60 AcropolisInfrA ACRO ... ... 9.67 –0.04 ... 13.06 7.02 AmericanAxle AXL ... cc 8.40 +0.44 ... 230.97 146.43 AsburyAutomotive ABG ... 7 187.95 –2.90 ... 4.38 2.77 BancoSantander SAN 1.2 6 3.07 +0.11 .0563 12.63 6.96 Bowlero BOWL ... dd 10.93 +0.81 ...
1.13 0.39 AcropolisInfrWt ACRO.WT ... ... .45 +0.02 ... 57.83 41.64 AmCampus ACC 3.4 cc 54.54 –0.14 .47 10.40 9.80 AscendantDigA ACDI ... ... 9.95 –0.04 ... 39.07 27.64 BanColombia CIB 2.9 29 37.90 +0.05 .0672 2.67 0.56 BowleroWt BOWL.WT ... ... 2.54 +0.33 ...
224.59 129.01 AcuityBrands AYI .3 19 180.87 –3.56 .13 38.99 16.50 AmerEagle AEO 4.1 9 17.46 –0.62 .18 0.62 0.40 AscendantDigWt ACDI.WT ... ... .41 –0.02 ... 50.11 36.51 BankofAmerica BAC 2.1 11 40.33 –0.62 .21 28.13 20.36 Box BOX ... dd 25.26 –2.10 ...
57.87 39.75 Acushnet GOLF 1.7 18 42.04 –1.09 .18 44.49 27.12 AmEqtyLf AEL .9 8 38.34 +1.88 .34 77.90 6.56 AshfordHosp AHT ... dd 8.18 +0.87 ... 41.69 30.95 BankofButterfield NTB 4.9 11 35.76 –0.53 .44 17.05 8.41 Boxed BOXD ... ... 10.29 +1.13 ...
12.39 6.78 Adecoagro AGRO ... 12 12.18 +1.68 ... 199.55 135.13 AmerExpress AXP 1.2 17 167.90 –5.05 .52 110.74 81.93 AshlandGlobal ASH 1.4 25 88.15 +0.36 .30 99.10 75.68 BankofHawaii BOH 3.3 13 83.86 +1.72 .70 1.53 0.65 BoxedWt BOXD.WT ... ... 1.01 +0.22 ...
53.17 30.53 Adient ADNT ... 4 34.70 –0.86 ... 146.63 112.90 AmericanFin AFG 1.6 6 136.34 –1.32 2.00 65.99 16.33 AspenAerogels ASPN ... dd 31.10 +3.08 ... 120.87 87.00 BankofMontreal BMO 2.9 11 115.49 +0.58 1.0486 72.72 50.38 BoydGaming BYD .0 16 64.22 –2.83 .15
10.78 9.79 AditEdTech ADEX.UT ... ... 10.02 –0.01 ... 44.07 31.17 AmHomes4Rent AMH 1.9 93 38.52 –0.87 .18 29.54 20.73 AssetMarkFin AMK ... 60 20.90 –1.23 ... 64.63 44.20 BankNY Mellon BK 2.7 12 50.00 –0.92 .34 61.76 41.73 Brady BRC 2.1 16 41.88 –4.29 .225
10.24 9.55 AditEdTechA ADEX ... dd 9.86 –0.05 ... 63.54 44.54 AIG AIG 2.2 5 57.00 –0.48 .32 25.78 18.40 AssociatedBanc ASB 3.4 11 23.21 –0.23 .20 74.86 59.05 BkNovaScotia BNS 4.4 11 72.01 –1.25 .7884 7.25 4.18 BraemarHtls BHR .7 dd 5.84 –0.09 .01
1.39 0.23 AditEdTechWt ADEX.WT ... ... .32 +0.04 ... 20.38 7.71 AmRltyInv ARL ... 22 14.16 +0.61 ... 47.50 32.40 AssocCapital AC .5 15 39.97 –0.53 .10 50.71 37.08 BankUnited BKU 2.2 9 41.66 +0.20 .23 cc
15.17 12.23 BrandywineRealty BDN 5.7 13.33 –0.27 .19

41.81 19.14 AdtalemGlbEduc ATGE ... dd 24.15 +1.61 ... 103.77 70.93 AmerStWater AWR 1.7 33 83.89 –4.23 .365 172.58 135.07 Assurant AIZ 1.6 23 169.95 +0.56 .68 10.01 9.90 BanyanAcqn BYN.UT ... ... 9.99 ... ... 6.96 3.85 BrasilAgro LND 7.0 5 6.57 –0.33 .4586
244.55 173.65 AdvanceAuto AAP 2.9 21 204.08 –2.54 1.50 303.72 212.28 AmerTowerREIT AMT 2.2 41 234.84 –3.44 1.39 63.98 41.10 AssuredGuaranty AGO 1.7 11 57.41 –2.90 .25 ... ... BanyanAcqnWt BYN.WT ... ... .20 ... ... 26.93 11.79 Braskem BAK ... 3 18.00 –0.75 ...
138.02 93.66 AdvDrainageSys WMS .4 41 115.54 –5.70 .11 22.49 13.82 AmerVanguard AVD .5 24 17.41 +2.04 .02 30.48 18.75 Atento ATTO ... dd 24.25 –0.25 ... 12.20 7.88 Barclays BCS 3.8 ... 8.42 +0.04 .2174 25.61 14.05 BridgeInvt BRDG 4.7 7 17.82 –1.72 .21
10.15 9.71 AdvancedMerg AMPI.UT ... ... 9.84 +0.01 ... 189.65 136.46 AmerWaterWorks AWK 1.6 22 152.08 –8.96 .6025 10.26 9.85 AthenaCnsmrA ACAQ ... ... 9.97 +0.03 ... 11.55 9.74 BaringsBDC BBDC 8.5 9 10.14 –0.56 .23 28.20 13.66 BrighamMin MNRL 3.0 23 24.87 –2.57 .31
10.07 9.60 AdvMergerPtrsA AMPI ... cc 9.76 +0.02 ... 24.07 3.20 AmericanWell AMWL ... dd 3.27 –0.41 ... 0.61 0.33 AthenaCnsmrWt ACAQ.WT ... ... .35 –0.04 ... 12.01 3.63 Barnes&NobleEduc BNED ... dd 3.87 –1.16 ... 17.93 1.73 BrightHealth BHG ... dd 2.05 –0.03 ...
1.80 0.43 AdvMergerPtrsWt AMPI.WT ... ... .43 –0.07 ... 10.22 9.83 AmericasTechA ATA ... cc 10.21 +0.01 ... 10.05 9.91 AthenaTechII ATEK.UT ... ... 9.92 –0.03 ... 57.64 40.46 BarnesGroup B 1.5 21 41.38 –2.67 .16 182.50 113.41 BrightHorizons BFAM ... cc 128.66 –0.63 ...
50.95 25.55 AdvanSix ASIX 1.1 10 47.61 +4.78 .125 1.02 0.08 AmericasTechWt ATA.WT ... ... .12 ... ... 9.97 9.55 AthenaTechII A ATEK ... ... 9.75 ... ... 26.07 17.27 BarrickGold GOLD 1.6 21 24.35 +0.15 .10 6.45 0.78 BrightScholarEduc BEDU 21.1 dd 1.00 ... .12
6.22 3.89 Aegon AEG 3.9 ... 4.28 –0.11 .0935 40.85 25.27 AmericoldRealty COLD 3.4 dd 26.04 –1.93 .22 0.55 0.30 AthenaTechIIWt ATEK.WT ... ... .30 ... ... 82.00 45.27 Bath&BodyWks BBWI 1.7 10 46.81 –3.01 .15 31.17 18.39 BrightSphere BSIG .2 14 23.63 +0.47 .01
2.97 1.14 Aenza AENZ ... dd 1.76 +0.02 ... 332.37 219.18 Ameriprise AMP 1.7 12 271.87 –9.62 1.13 119.96 64.35 Atkore ATKR ... 7 99.24 –2.00 ... 9.93 9.75 BatteryFutureA BFAC ... ... 9.89 ... ... 10.68 8.07 BrightSpire BRSP 8.2 dd 8.82 +0.14 .18
71.38 43.75 AerCap AER ... 7 51.00 +3.34 ... 148.42 110.00 AmerisourceBrgn ABC 1.3 19 144.56 –2.74 .46 9.98 9.56 AtlStreetAcqn ASAQ ... 64 9.85 +0.01 ... 10.10 9.90 BatteryFutureAcqUn BFAC.UT ... ... 10.01 –0.02 ... 19.17 12.11 BrightView BV ... 31 13.12 –0.46 ...
49.84 35.47 AerojetRocket AJRD .0 22 38.78 –0.45 5.00 148.07 119.75 Ametek AME .7 30 126.34 –4.65 .22 10.89 9.81 AtlStreetAcqn ASAQ.UT ... ... 9.93 –0.04 ... 0.55 0.25 BatteryFutureWt BFAC.WT ... ... .27 +0.01 ... 78.33 30.20 BrinkerIntl EAT ... 11 35.25 –1.58 ...
18.91 3.26 AevaTech AEVA ... dd 3.88 +0.38 ... 7.45 3.86 AmnealPharm AMRX ... 60 4.12 +0.08 ... 1.19 0.15 AtlStreetAcqnWt ASAQ.WT ... ... .18 –0.04 ... 34.50 20.71 BauschHealth BHC ... dd 22.32 –0.54 ... 84.30 58.48 Brink's BCO 1.3 30 63.60 –4.15 .20
5.96 0.50 AevaTechWt AEVA.WT ... ... .68 +0.18 ... 8.29 4.12 Ampco-Pitt AP ... 71 6.56 +0.08 ... 16.49 12.35 Atlas ATCO 3.3 12 15.10 +0.48 .125 89.70 73.12 BaxterIntl BAX 1.5 30 76.85 –9.17 .28 69.75 53.22 BristolMyers BMY 3.1 22 68.87 –0.49 .54
191.62 121.40 AffiliatedMgrs AMG .0 10 127.46 –1.71 .01 88.45 62.54 Amphenol APH 1.1 29 73.61 –2.62 .20 10.50 9.75 AtlasCrestII ACII.UT ... ... 9.82 –0.01 ... 13.50 1.51 Beachbody BODY ... dd 2.12 +0.17 ... 0.39 0.07 BristolMyersRt CELG.RT 71.9 ... .15 ... .1046
9.82 9.40 AfricanGoldA AGAC ... 55 9.77 +0.02 ... 6.33 2.35 AmplifyEnergy AMPY ... dd 6.12 +0.64 ... 10.37 9.46 AtlasCrestII A ACII ... 49 9.76 ... ... 4.08 0.16 BeachbodyWt BODY.WT ... ... .28 +0.04 ... 40.10 24.82 Bristow VTOL ... dd 38.43 +0.73 ...
0.97 0.19 AfricanGoldWt AGAC.WT ... ... .20 –0.07 ... 18.80 8.64 Amrep AXR ... 8 12.40 +0.03 ... 1.96 0.33 AtlasCrestII Wt ACII.WT ... ... .34 –0.10 ... 10.16 9.99 BeardEnerTran BRD.UT ... ... 9.99 –0.10 ... 47.24 33.62 BritishAmTob BTI 7.4 10 39.86 –1.57 .7354
9.99 9.57 AfterNextA AFTR ... ... 9.67 +0.02 ... 70.25 39.92 Anaplan PLAN ... dd 46.20 –2.89 ... 116.81 85.80 AtmosEnergy ATO 2.4 21 113.74 –2.41 .68 10.20 9.75 BeardEnerA BRD ... dd 9.90 +0.01 ... 27.15 19.19 BrixmorProp BRX 3.9 28 24.87 –0.55 .24
10.70 9.75 AfterNextHealth AFTR.UT ... ... 9.75 –0.02 ... 10.05 9.94 AndrettiAcqn WNNR.UT ... ... 10.00 ... ... 26.67 19.75 Atotech ATC ... dd 22.32 –1.39 ... 0.60 0.31 BeardEnerWt BRD.WT ... ... .34 –0.02 ... 11.10 7.86 BroadmarkRealty BRMK 10.2 13 8.23 +0.15 .07
1.01 0.39 AfterNextWt AFTR.WT ... ... .40 –0.10 ... 9.94 9.84 AndrettiAcqnA WNNR ... ... 9.93 ... ... 18.49 3.17 ATRenew RERE ... dd 3.25 –0.46 ... 26.12 14.38 BeazerHomes BZH ... 3 16.21 –0.64 ... 0.26 0.06 BroadmarkRltyWt BRMK.WT ... ... .09 ... ...
179.57 119.28 AgilentTechs A .6 33 130.31 –3.58 .21 0.40 0.17 AndrettiAcqnWt WNNR.WT ... ... .18 ... ... 6.31 2.01 Audacy AUD ... dd 2.95 –0.12 ... 280.62 235.13 BectonDicknsn BDX 1.4 44 254.51 –20.91 .87 185.40 137.58 BroadridgeFinl BR 1.8 32 144.60 –2.84 .64
26.36 10.00 Agiliti AGTI ... 93 17.62 –0.45 ... 19.00 14.85 AngelOakMtg AOMR 9.6 17 14.94 –1.33 .36 2.40 0.43 AusterlitzI Wt AUS.WT ... ... .47 –0.05 ... 68.87 40.66 Belden BDC .4 41 56.14 –0.38 .05 28.00 17.90 Broadstone BNL 5.0 32 21.20 –0.67 .265
44.83 14.36 agilon health AGL ... dd 21.81 –0.06 ... 10.35 9.80 AngelPond POND.UT ... ... 9.99 +0.04 ... 11.67 9.81 AusterlitzAcqnI AUS.UT ... ... 9.98 –0.22 ... 34.19 20.36 BellRing BRBR ... 35 24.52 –1.33 ... 8.95 4.64 BrookdaleSrLiving BKD ... dd 7.19 +0.23 ...
74.50 45.42 AgnicoEagle AEM 2.6 28 61.40 +4.91 .40 9.95 9.57 AngelPondA POND ... ... 9.83 –0.01 ... 10.16 9.69 AusterlitzI A AUS ... dd 9.76 +0.01 ... 32.56 22.25 BenchmarkElec BHE 2.6 26 25.82 +0.27 .165 62.47 42.67 BrookfieldMgt BAM 1.0 22 53.50 –0.50 .14
75.95 61.62 AgreeRealty ADC 4.2 36 64.12 –1.68 .227 1.16 0.50 AngelPondWt POND.WT ... ... .60 –0.04 ... 10.14 9.63 AusterlitzII A ASZ ... 70 9.75 ... ... 10.58 2.53 BensonHill BHIL ... dd 4.22 +1.14 ... 85.00 47.98 BrookfieldReins BAMR .0 ... 54.05 –0.44 .14
52.96 33.41 AirLease AL 2.0 10 37.43 +0.88 .185 26.96 14.57 AngloGoldAsh AU .8 17 25.53 +0.46 .4659 1.50 0.36 AusterlitzII Wt ASZ.WT ... ... .40 –0.10 ... 2.55 0.29 BensonHillWt BHIL.WT ... ... .68 +0.22 ... 36.79 28.40 BrookfieldBus BBUC.WI ... ... 28.40 ... ...
316.39 216.24 AirProducts APD 3.0 23 219.38 –9.05 1.62 79.67 52.65 AB InBev BUD .8 24 55.91 +0.04 .5964 10.29 9.76 AusterlitzAcqnII ASZ.UT ... ... 9.85 –0.05 ... 0.66 0.30 BerensonAcqnIWt BACA.WT ... ... .30 ... ... 51.98 38.50 BrookfieldBusPtr BBU .6 13 40.88 –1.24 .0625
165.98 131.35 AlamoGroup ALG .5 21 143.87 +0.67 .18 9.64 6.45 AnnalyCap NLY 12.4 4 7.09 +0.03 .22 102.75 22.23 Autohome ATHM 2.3 8 22.30 –5.13 .53 10.06 9.17 BerensonAcqnI BACA.UT ... ... 9.86 +0.01 ... 30.00 24.00 BrookfieldBusWi BBU.WI ... ... 27.00 –3.00 ...
9.38 6.51 AlamosGold AGI ... dd 8.72 +0.88 ... 132.00 11.73 AnnovisBio ANVS ... dd 13.35 +0.94 ... 110.59 70.15 Autoliv ALV 3.5 15 73.72 –2.81 .64 9.79 9.65 BerensonAcqnI BACA ... ... 9.72 –0.01 ... 80.60 56.89 BrookfieldInfr BIPC 3.1 dd 70.80 +1.22 .54
The Week’s Statistics Bonus Tables: 73

Barron's 50-Stock Average ............. 69 Dividend Ex-Payment Dates ........... 73 Gold & Silver Prices......................... 72 N.Y. Stock Exchange ...................... 50 Stock Volume ................................ 69
Cash Track ..................................... 62 DJ Averages ................................... 68 Gold Mining Index ......................... 72 Nasdaq National Market................ 55 Top Savings Deposit Yields............. 67
Charting the Market ...................... 47 DJ U.S. Total Market Industry Groups 70 Indexes P/Es & Yields ...................... 69 New Corporate Listings ................. 73 Trading Diary ................................. 68
Closed-End Funds.......................... 66 Dow Jones Averages ...................... 68 Initial Public Offerings.................... 70 New Highs & Lows ......................... 71 Vital Signs...................................... 40
Coming Earnings ........................... 70 Dow Jones Per Share Values ........... 69 Investor Sentiment Readings ......... 72 NYSE Half-Hourly Volume .............. 70 Week In Stocks............................... 69
Conference Call Calendar............... 71 Exchange Traded Portfolios ........... 59 Key Foreign Market Indexes ........... 61 Other Market Indexes .................... 68 Weekly Bond Statistics................... 72
Delta Tactical Sentiment ................ 69 Federal Reserve Data Bank ............. 72 Market Lab .................................... 68 Pulse of the Economy..................... 70 Winners & Losers Stocks ................ 48
Distributions & Offerings ............... 69 Foreign Exchange .......................... 72 Money Rates, U.S. & Foreign .......... 72 SEC Form 144 Filings ...................... 69 For statistical queries please contact the
Dividend Boosts - Reductions......... 73 Global Stock Markets..................... 61 Mutual Funds ................................ 62 Stock Splits - Special Dividends ...... 73 Statistics Team: 609-520-4799
or email: [email protected]

High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. FIVE-DAY DOW COMPOSITE
62.48 52.01 BrookfieldInfr BIP 3.6 37 60.74 +1.06 .54 6.63 3.67 CharahSolutions CHRA ... dd 5.00 –0.22 ... 49.87 21.08 CoreLabs CLB .1 75 31.78 +4.64 .01
49.68 31.10 BrookfieldRenew BEPC 3.0 8 43.05 +4.34 .32 36.86 11.21 ChargePoint CHPT ... dd 16.56 +2.16 ... 49.14 29.83 CoreCard CCRD ... 29 30.25 –1.01 ...
44.30 30.93 BrookfieldRenew BEP 3.1 dd 41.01 +3.82 .32 460.21 251.30 CharlesRiverLabs CRL ... 34 259.54 –18.46 ... 12.35 6.88 CoreCivic CXW ... dd 8.85 +0.12 ... Pain Trade: The Dow dropped 2% for the week, as the Russia-Ukraine
70.75 44.54 Brown&Brown BRO .7 30 62.71 –5.70 .1025 206.29 108.29 ChartIndustries GTLS ... cc 175.07 +31.29 ... 8.67 2.75 CorEnergyInfr CORR 6.5 dd 3.10 +0.32 .05
76.15 57.92 Brown-Forman A BF.A 1.3 35 58.09 –6.80 .1885 15.12 11.00 ChathamLodging CLDT ... dd 14.05 +0.30 ... 24.30 11.95 CornerstoneBldg CNR ... 5 24.23 +2.92 ... war showed no signs of ending. Caterpillar gained 9.8%, while Procter
81.57 62.42 Brown-Forman B BF.B 1.2 37 62.55 –7.44 .1885 3.05 0.86 CheetahMobile CMCM ... 9 .88 –0.24 ... 46.82 33.93 Corning GLW 3.0 29 36.44 –2.41 .27
117.62 79.55 Brunswick BC 1.6 12 89.67 –0.72 .365 96.94 23.23 Chegg CHGG ... dd 30.07 –0.67 ... 6.37 4.20 CorpAmAirports CAAP ... dd 5.50 –0.05 ... & Gamble fell 7.7% as consumer-staple stocks fell.
57.10 32.26 Buckle BKE 3.9 8 36.19 +0.41 5.65 539.87 403.00 Chemed CHE .3 28 470.25 –15.65 .36 30.51 23.89 CorpOfficeProp OFC 3.8 42 28.61 +1.02 .275
12.44 6.11 Buenaventura BVN ... dd 10.90 –0.38 ... 38.87 22.56 Chemours CC 3.8 7 26.36 +1.13 .25 10.22 9.71 CorsairPtrg CORS.UT ... ... 9.86 –0.01 ... Monday Tuesday Wednesday Thursday Friday
23.50 6.78 Build-A-Bear BBW .0 8 15.92 –3.44 1.25 10.68 6.93 CherryHillMtg CHMI 14.0 28 7.70 +0.11 .27 9.96 9.60 CorsairPtrA CORS ... ... 9.66 –0.04 ...
10.10 9.64 BuildAcqn BGSX.UT ... ... 9.89 +0.01 ... 146.30 112.70 ChesapeakeUtil CPK 1.4 30 140.51 +0.32 .48 1.19 0.30 CorsairPtrWt CORS.WT ... ... .45 +0.04 ... 33610
10.00 9.60 BuildAcqnA BGSX ... ... 9.73 ... ... 174.76 92.86 Chevron CVX 3.3 21 170.90 +12.25 1.42 55.04 40.60 Corteva CTVA 1.0 23 53.65 +2.17 .14 (Prev Fri's
0.99 0.25 BuildAcqnWt BGSX.WT ... ... .26 –0.02 ... 97.74 36.69 ChewyA CHWY ... cc 39.24 –6.03 ... 21.30 13.59 Cosan CSAN 2.6 7 16.93 –0.67 .2635 Close)
86.48 39.24 BuildersFirst BLDR ... 9 74.33 +0.22 ... 7.29 2.67 Chico'sFas CHS ... 11 4.04 –0.87 ... 16.72 9.18 Costamare CMRE 2.9 5 15.96 +1.76 .115
112.63 71.73 Bunge BG 1.9 8 109.93 +1.61 .525 16.85 11.30 ChimeraInvt CIM 10.8 5 12.19 +0.02 .33 27.93 14.28 CoterraEnergy CTRA 2.3 15 25.63 –0.48 .41 33345
13.55 8.03 BurfordCapital BUR 4.1 dd 9.04 +0.43 .0625 26.19 17.09 ChinaEastrnAir CEA ... dd 17.84 –1.07 ... 11.12 7.24 Coty COTY ... 89 8.21 +0.09 ...
357.34 171.15 BurlingtonStrs BURL ... 33 197.00 +7.33 ... 17.73 4.85 ChinaGreenAg CGA ... dd 9.27 +0.17 ... 52.76 16.61 Coupang CPNG ... dd 17.42 –3.68 ...
20.20 3.91 ButterflyNtwk BFLY ... dd 4.04 –0.01 ... 10.79 7.48 ChinaLifeIns LFC 5.7 5 7.48 –0.58 .4933 62.53 16.32 Coursera COUR ... dd 17.59 +0.01 ...
8.87 0.73 ButterflyNtwkWt BFLY.WT ... ... .75 –0.05 ... 23.39 0.76 ChinaOnlineEduc COE ... 4 1.19 –0.03 ... 42.41 33.83 CousinsProperties CUZ 3.1 21 39.81 +0.25 .31
29.15 19.57 BylineBancorp BY 1.3 11 27.40 +0.08 .09 57.81 43.52 ChinaPetrol SNP 11.1 6 44.23 –6.03 2.4674 108.67 84.68 Crane CR 1.8 14 102.61 +0.99 .47 33080
39.96 25.08 ChinaSoAirlines ZNH ... dd 27.62 –3.53 ... 11.06 7.14 Crawford A CRD.A 3.3 10 7.29 –0.37 .06
C 19.59
1958.55
10.57
1277.41
ChinaYuchai
Chipotle
CYD
CMG
14.7
...
11
64
11.55
1475.41
–0.06
+33.13
1.70
...
10.65
163.98
6.87
88.67
Crawford B
Credicorp
CRD.B
BAP
3.4
.7
10
15
7.06
161.62
–0.40
+6.78
.06
1.2198
157.46 103.06 ChoiceHotels CHH .7 26 135.43 –3.78 .2375 13.41 6.85 CreditSuisse CS .6 dd 7.38 ... .0542
309.80 235.34 CACI Intl CACI ... 17 301.52 –2.72 ... 211.78 155.07 Chubb CB 1.6 10 201.91 –3.61 .80 17.95 11.90 CrescentEnergy CRGY 3.0 ... 16.15 +0.50 .12 32815
8.41 3.37 CBD Pao CBD 8.8 8 4.32 –0.38 .2655 45.87 38.52 ChunghwaTel CHT 2.8 26 43.47 –0.22 1.5457 7.84 2.75 CrescentPoint CPG 2.0 2 7.21 –0.27 .0352
41.01 30.68 CBIZ CBZ ... 30 38.72 –0.44 ... 104.84 80.76 Church&Dwight CHD 1.1 29 95.15 –5.54 .2625 33.94 23.24 CrestwoodEquity CEQP 8.3 dd 30.28 –0.62 .625
43.50 25.96 CBL Assoc CBL ... dd 28.07 –0.43 ... 2.50 0.51 ChurchillV Wt CCV.WT ... ... .65 +0.05 ... 10.26 8.10 CrestwoodEqUn CEQP.PR 8.7 ... 9.67 +0.04 .2111 -797.42 -184.74 +653.61 -112.18 -229.88
111.00 72.88 CBRE Group CBRE ... 16 87.57 –2.14 ... 11.16 9.90 ChurchillCapV CCV.UT ... ... 9.95 ... ... 17.52 8.46 CrossTimbers CRT 7.3 16 16.25 +0.37 .1009 32550
13.46 8.58 CCC Intelligent CCCS ... 9 10.76 +0.07 ... 10.55 9.22 ChurchillCapV A CCV ... dd 9.78 –0.02 ... 23.24 17.27 CrossAmerPtrs CAPL 10.5 35 20.09 –0.38 .525
10.86 10.00 CCNeubergerII PRPB.UT ... ... 10.15 +0.03 ... 10.75 9.83 ChurchillCapVI CCVI.UT ... ... 9.90 ... ... 209.87 152.96 CrownCastle CCI 3.4 65 173.63 –5.47 1.47
10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm
10.45 9.71 CCNeubergerII PRPB ... dd 9.90 –0.01 ... 10.61 9.70 ChurchillVI A CCVI ... dd 9.76 –0.02 ... 127.15 95.26 CrownHoldings CCK .7 dd 121.42 –2.90 .22
1.73 0.37 CCNeubergerIIWt PRPB.WT ... ... .93 +0.03 ... 1.99 0.53 ChurchillVI Wt CCVI.WT ... ... .53 –0.04 ... 10.26 9.74 CrownPropTech CPTK.UT ... ... 9.90 –0.10 ...
10.45 9.85 CCNeubergerIII PRPC.UT ... ... 9.88 +0.02 ... 10.25 9.74 ChurchillCapVII CVII.UT ... ... 9.83 –0.01 ... 10.00 9.55 CrownPropA CPTK ... ... 9.88 +0.01 ...
10.10 9.65 CCNeubergerIII A PRPC ... ... 9.80 +0.03 ... 10.00 9.64 ChurchillVII A CVII ... cc 9.74 –0.01 ... 1.19 0.24 CrownPropWt CPTK.WT ... ... .28 –0.12 ... 52-Week Tick Div 52-Week Tick Div
1.47 0.51 CCNeubergerIII Wt PRPC.WT ... ... .55 –0.04 ... 1.90 0.36 ChurchillVII Wt CVII.WT ... ... .42 –0.04 ... 10.80 9.70 CrucibleAcqn CRU.UT ... ... 9.89 –0.02 ... High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
100.52 43.19 CF Industries CF 1.2 23 96.05 +4.80 .30 78.28 49.51 Ciena CIEN ... 18 54.98 –10.96 ... 10.15 9.62 CrucibleAcqnA CRU ... ... 9.79 +0.01 ...
10.25 9.99 C5 Acqn CXAC.UT ... ... 10.13 +0.02 ... 272.81 191.74 Cigna CI 2.0 14 226.86 –14.77 1.12 1.90 0.37 CrucibleAcqnWt CRU.WT ... ... .38 –0.06 ... 36.97 29.38 DouglasEmmett DEI 3.4 91 33.21 +0.92 .28 1.98 0.75 EnergyVaultWt NRGV.WT ... ... 1.25 –0.42 ...
10.25 9.87 C5AcqnA CXAC ... ... 9.93 +0.03 ... 26.12 13.37 Cinemark CNK ... dd 15.43 –1.86 ... 57.34 36.27 CubeSmart CUBE 3.5 45 48.84 –2.43 .43 184.05 132.46 Dover DOV 1.3 19 150.63 –0.31 .50 28.84 16.25 EnerpacTool EPAC .2 32 19.40 +1.25 .04
0.73 0.25 C5AcqnWt CXAC.WT ... ... .35 +0.03 ... 43.20 23.41 CircorIntl CIR ... dd 24.16 –0.13 ... 147.39 100.35 Cullen/Frost CFR 2.2 20 137.99 +2.70 .75 71.38 52.07 Dow DOW 4.6 7 60.91 +2.08 .70 14.59 4.71 Enerplus ERF 1.0 15 13.20 –0.32 .0327
93.93 77.25 CGI GIB ... 18 80.62 –0.20 ... 80.29 53.95 Citigroup C 3.8 5 54.16 –2.43 .51 17.75 7.70 Culp CULP 5.9 23 7.83 –0.02 .115 107.79 39.92 Doximity DOCS ... 77 46.41 –2.09 ... 104.47 67.71 EnerSys ENS 1.0 21 73.53 +3.60 .175
22.50 9.88 CI&T CINT ... 70 15.07 –3.52 ... 57.00 39.56 CitizensFin CFG 3.3 9 46.88 –1.29 .39 277.09 189.50 Cummins CMI 3.0 13 195.29 –6.75 1.45 75.50 47.88 DrReddy'sLab RDY .6 22 50.86 +1.70 .3365 24.74 4.99 Eneti NETI .6 2 6.22 +0.33 .01
24.52 14.35 CI Financial CIXX 3.7 10 15.78 –0.08 .1413 7.06 4.14 Citizens CIA ... cc 4.25 ... ... 162.98 111.26 CurtissWright CW .5 22 146.13 –9.75 .18 41.23 18.17 Dril-Quip DRQ ... dd 40.30 +7.15 ... 23.21 11.50 Enfusion ENFN ... ... 13.16 –1.93 ...
67.63 56.88 CMS Energy CMS 2.8 14 65.96 –1.04 .46 21.70 9.95 CityOfficeREIT CIO 4.7 2 17.15 +0.18 .20 23.54 15.16 Cushman&Wkfd CWK ... 18 19.63 –0.27 ... 4.02 1.12 DriveShack DS ... dd 1.34 +0.13 ... 38.83 17.21 EngageSmart ESMT ... dd 17.30 –1.61 ...
49.40 41.44 CNA Fin CNA 3.6 10 44.76 –0.39 2.00 25.28 14.68 Civeo CVEO ... dd 24.14 +1.07 ... 11.36 6.09 CustomTruck CTOS ... dd 8.35 +0.94 ... 25.25 16.16 DuckhornPtf NAPA ... 34 17.54 –1.05 ... 10.28 4.13 EnLinkMid ENLC 4.8 cc 9.45 –0.53 .1125
17.13 12.72 CNH Indl CNHI 1.9 12 14.97 +1.40 .3072 59.65 29.62 CivitasRsrcs CIVI 3.3 19 55.51 –2.10 .75 3.00 1.16 CustomTruckWt CTOS.WT ... ... 2.37 +0.17 ... 65.40 40.82 Ducommun DCO ... 5 50.65 +0.45 ... 22.24 17.65 Ennis EBF 5.6 17 18.01 –0.91 .25
27.89 21.88 CNO Financial CNO 2.2 7 23.29 –0.14 .13 34.79 11.71 Clarivate CLVT ... dd 14.30 +1.07 ... 76.13 29.17 CustomersBancorp CUBI ... 6 55.77 +2.89 ... 108.38 90.69 DukeEnergy DUK 3.7 21 106.14 +0.88 .985 47.88 30.04 EnovaIntl ENVA ... 5 33.50 –5.38 ...
18.78 10.41 CNX Resources CNX ... dd 18.31 +0.57 ... 18.74 14.96 ClarosMtg CMTG 8.6 ... 17.19 +0.37 .37 3.67 0.84 CypressEnvl CELP ... dd 1.60 +0.06 ... 66.22 39.65 DukeRealty DRE 2.1 24 53.63 –1.28 .28 10.00 9.70 EnphysAcqn NFYS.UT ... ... 9.70 –0.17 ...
38.44 8.65 CONSOL Energy CEIX ... 34 33.29 –2.63 ... 9.97 9.46 ClassAccelA CLAS ... 89 9.78 ... ... 25.66 15.65 Dun&Bradstreet DNB ... dd 15.68 –1.38 ... 10.05 9.57 EnphysAcqnA NFYS ... ... 9.61 –0.04 ...
38.08 .98 0.18 0.20
54.54
69.41 26.91
CRH
CS Disco
CRH
LAW
2.9
...
12
dd
41.45
28.16
+1.66
–4.97 ...
1.26
118.89 81.30
ClassAccelWt
CleanHarbors
CLAS.WT
CLH
...
...
...
28
.18
105.67
–0.01
+6.08
...
... D 86.28
81.40
66.37
32.42
DuPont
DutchBros
DD
BROS
1.8
...
7
...
72.49
48.80
–1.90
–0.57
.33
...
0.60
117.63 79.80
EnphysAcqnWt
EnPro
NFYS.WT
NPO
...
1.1
...
12
.22
101.18
–0.16
–1.82
...
.28
67.11 48.81 CTO Realty CTO 6.7 14 64.06 –2.28 1.08 4.10 1.74 ClearChannelOutdr CCO ... dd 3.64 +0.12 ... 105.28 62.88 DycomInds DY ... 63 99.67 +8.78 ... 115.02 93.43 Entergy ETR 3.7 20 108.75 –3.49 1.01
39.49 28.72 CTS CTS .5 dd 34.83 +0.16 .04 65.70 19.18 ClearSecure YOU ... dd 21.02 –1.06 ... 10.84 9.60 D&ZMediaA DNZ ... dd 9.76 +0.01 ... 3.72 2.55 DynagasLNG DLNG ... 2 2.87 –0.12 ... 25.90 20.42 EnterpriseProd EPD 7.4 12 25.22 –0.21 .45
91.75 18.00 C3.ai AI ... dd 18.00 –2.05 ... 27.68 14.51 ClearwaterAnalytic CWAN ... dd 17.72 +0.22 ... 1.45 0.29 D&ZMediaWt DNZ.WT ... ... .29 –0.10 ... 80.13 38.68 Dynatrace DT ... cc 39.92 –1.51 ... 9.34 3.59 Entravision EVC 1.7 18 6.02 –0.33 .025
20.10 11.53 Curo CURO 3.8 9 11.63 –0.39 .11 44.73 25.51 ClearwaterPaper CLW ... dd 29.25 –0.18 ... 36.71 20.26 DCP Midstream DCP 5.0 19 30.93 –2.82 .39 20.51 14.63 DynexCapital DX 9.8 5 15.93 +0.53 .13 85.99 64.70 Envestnet ENV ... cc 72.86 –0.51 ...
24.34 11.22 CVR Energy CVI ... 98 24.28 +6.13 ... 36.56 23.21 ClearwayEnergyA CWEN.A 3.9 75 32.62 +2.11 .3468 6.62 2.75 DHI Group DHX ... cc 5.72 –0.03 ... 49.92 37.60 Envista NVST ... 24 45.06 –1.36 ...
118.10
111.25
28.85
71.70
CVR Partners
CVS Health
UAN
CVS
12.8
2.1
14
17
103.02
103.47
–7.13
–1.72
5.24
.55
39.75
27.79
24.93
14.01
ClearwayEnergyC
Cleveland-Cliffs
CWEN
CLF
3.7
...
82
5
35.80
25.86
+2.24
–0.09
.3468
...
7.19
10.93
4.55
9.80
DHT
DPCM Capital
DHT
XPOA.UT
1.8
...
dd
...
5.51
10.07
–0.61
–0.08
.02
... E 80.55
4.85
46.93
2.75
Enviva
EnzoBiochem
EVA
ENZ
4.3
...
dd
29
76.71
3.11
–2.59
–0.18
.86
...
2136.14 1375.63 CableOne CABO .8 32 1459.20 +4.35 2.75 10.60 9.81 ClimateRealI CLIM.UT ... ... 9.84 +0.01 ... 10.33 9.65 DPCM Cap A XPOA ... dd 9.88 –0.03 ... 300.11 169.43 Equifax EFX .7 37 223.90 –3.77 .39
74.87 47.59 Cabot CBT 2.1 40 70.14 –1.75 .37 10.20 9.55 ClimateReal II A CLIM ... 70 9.78 +0.02 ... 1.94 0.40 DPCM Cap Wt XPOA.WT ... ... .66 –0.10 ... 10.00 9.77 EG Acqn EGGF.UT ... ... 9.78 +0.01 ... 35.37 18.45 Equinor EQNR 1.5 12 32.29 –1.35 .18
64.18 27.26 Cactus WHD .8 74 55.70 +0.96 .11 2.49 0.45 ClimateReal II Wt CLIM.WT ... ... .45 –0.03 ... 13.18 7.51 DRDGOLD DRD ... 9 9.84 –0.42 ... 9.95 9.59 EG Acqn A EGGF ... ... 9.71 +0.02 ... 37.13 27.54 Equitable EQH 2.4 dd 29.92 –0.73 .18
35.59 24.87 CadenceBank CADE 3.0 16 29.73 +0.43 .22 10.41 7.15 ClipperRealty CLPR 4.1 dd 9.18 –0.67 .095 128.29 106.54 DTE Energy DTE 2.8 27 126.97 –0.91 .825 1.00 0.20 EG Acqn Wt EGGF.WT ... ... .32 +0.02 ... 11.52 5.87 EquitransMdstm ETRN 8.1 dd 7.44 +0.42 .15
25.86 14.16 Cadre CDRE 1.4 53 22.80 +1.85 .08 22.89 1.62 CloopenGroup RAAS ... dd 1.63 –0.45 ... 52.78 48.14 DTEEnergy DTP 6.0 ... 52.15 +0.05 .7813 33.63 22.22 elfBeauty ELF ... 63 23.62 –1.50 ... 29.07 25.00 EquityCommnwlth EQC ... dd 26.88 –0.02 ...
34.19 22.60 CAE CAE ... 86 24.26 –2.24 ... 196.67 130.06 Clorox CLX 3.6 65 130.16 –14.58 1.16 58.05 38.21 DT Midstream DTM 4.3 18 56.50 +0.55 .64 135.98 104.64 EMCOR EME .4 17 116.68 +1.77 .13 10.20 9.70 EquityDistrA EQD ... 26 9.86 ... ...
29.36 17.24 Caleres CAL 1.4 35 19.65 +0.28 .07 221.64 63.25 Cloudflare NET ... dd 88.72 –12.19 ... 44.18 25.80 DXC Tech DXC ... dd 30.56 +0.56 ... 32.56 21.91 ENI E 3.9 7 28.50 –0.22 .9356 1.45 0.29 EquityDistrWt EQD.WT ... ... .33 –0.09 ...
47.18 21.79 CaliforniaRscs CRC 1.6 6 42.49 –0.61 .17 6.34 2.95 CN Finance CNF ... 6 3.66 –0.15 ... 28.44 14.59 Dana DAN 2.4 13 16.94 +0.71 .10 122.50 62.81 EOG Rscs EOG 2.6 15 116.68 –2.07 .75 88.70 61.11 EquityLife ELS 2.1 54 76.30 –1.39 .41
72.08 51.02 CalWtrSvc CWT 1.8 29 56.68 –1.95 .25 63.02 50.17 Coca-Cola KO 3.0 26 57.92 –4.65 .44 333.96 212.71 Danaher DHR .4 30 262.52 –10.02 .25 725.40 168.59 EPAM Systems EPAM ... 25 200.14 +1.62 ... 93.03 70.10 EquityResdntl EQR 2.8 25 86.80 –1.81 .6025
80.95 31.65 Calix CALX ... 12 43.49 –5.03 ... 59.07 45.75 Coca-Cola Femsa KOF 4.7 21 51.60 –1.02 1.244 102.95 44.26 Danaos DAC 3.2 2 95.13 +6.16 .75 56.07 41.14 EPR Prop EPR 6.3 53 52.60 +0.83 .275 2.91 1.75 EquusTotReturn EQS ... dd 2.57 –0.03 ...
37.75 20.45 CallawayGolf ELY ... 9 22.59 –0.33 ... 11.14 4.12 CoeurMining CDE ... dd 4.63 –0.01 ... 51.37 3.09 DanimerScientific DNMR ... dd 3.56 –0.60 ... 10.45 9.73 EQ Health EQHA.UT ... ... 9.92 +0.02 ... 12.65 8.89 ErmenegildoZegna ZGN ... dd 9.51 –0.04 ...
66.12 25.32 CallonPetrol CPE ... 9 58.70 –1.09 ... 101.22 62.43 Cohen&Steers CNS 2.8 18 77.61 –0.40 .55 95.41 34.47 DaqoNewEnergy DQ ... 4 41.70 –5.93 ... 9.99 9.57 EQ Health A EQHA ... 8 9.78 +0.01 ... 2.45 0.79 ErmenegildoZegnaWt ZGN.WT ... ... 1.56 –0.45 ...
180.37 103.99 CamdenProperty CPT 2.3 57 166.17 –6.20 .94 10.95 9.95 CohnRobbins CRHC.UT ... ... 10.06 –0.04 ... 164.28 116.04 Darden DRI 3.2 18 129.00 –3.04 1.10 1.00 0.02 EQ Health Wt EQHA.WT ... ... .28 –0.04 ... 25.99 11.76 EroCopper ERO ... 7 14.82 –1.24 ...
28.49 15.34 Cameco CCJ .3 dd 27.11 +3.63 .0625 10.27 9.65 CohnRobbinsA CRHC ... 28 9.87 –0.02 ... 85.98 58.70 DarlingIngred DAR ... 19 74.21 –1.58 ... 27.56 15.71 EQT EQT .0 dd 27.00 +0.64 .125 52.60 2.70 ErosSTX ESGC ... ... 3.46 +0.31 ...
52.23 39.76 CampbellSoup CPB 3.5 14 42.17 –3.38 .37 1.85 0.59 CohnRobbinsWt CRHC.WT ... ... .65 –0.01 ... 28.26 20.76 Datto MSP ... 73 22.78 –0.58 ... 115.84 66.46 ESCO Tech ESE .4 30 71.40 +0.75 .08 54.22 39.26 EssentGroup ESNT 2.0 7 40.83 –1.53 .20
49.20 27.37 CampingWorld CWH 8.3 5 30.08 –0.59 .625 54.67 35.66 Colfax CFX ... 72 36.75 –2.15 ... 136.48 94.38 DaVita DVA ... 12 109.97 –0.09 ... 10.10 9.75 ESM Acqn ESM.UT ... ... 9.88 –0.01 ... 32.92 21.94 EssentialProp EPRT 4.2 31 24.80 –0.46 .26
53.64 21.68 CanadaGoose GOOS ... 29 22.52 –1.57 ... 85.61 73.34 ColgatePalm CL 2.4 29 73.77 –3.59 .45 451.49 231.88 DeckersOutdoor DECK ... 17 257.41 +11.85 ... 9.92 9.61 ESM Acqn A ESM ... ... 9.75 +0.01 ... 53.93 41.79 EssentialUtil WTRG 2.3 28 46.74 –2.06 .2682
132.48 97.56 CIBC CM 3.8 11 124.67 –0.76 1.2503 9.78 9.55 ColombierAcqnA CLBR ... ... 9.68 ... ... 405.49 320.50 Deere DE 1.1 22 389.48 –0.59 1.05 1.15 0.32 ESM Acqn Wt ESM.WT ... ... .35 –0.03 ... 65.50 53.84 EssentialUtilUn WTRU 5.3 ... 56.15 –2.42 .75
136.22 100.66 CanNtlRlwy CNI 1.8 23 126.29 –0.63 .5776 10.00 9.60 ColombierAcqnUn CLBR.UT ... ... 9.82 –0.01 ... 51.56 34.36 DelekLogistics DKL 9.4 11 41.36 +0.69 .975 28.92 3.65 ESSTech GWH ... dd 4.61 –0.02 ... 359.49 271.51 EssexProp ESS 2.6 45 336.02 –4.13 2.20
61.83 28.50 CanNaturalRes CNQ 3.0 12 60.89 +1.91 .4622 1.09 0.40 ColombierAcqnWt CLBR.WT ... ... .41 –0.01 ... 26.09 13.48 DelekUS DK ... dd 22.26 +3.96 ... 6.65 0.54 ESSTechWt GWH.WT ... ... .74 –0.05 ... 374.20 262.23 EsteeLauder EL .9 30 264.23 –21.46 .60
83.07 64.37 CanPacRlwy CP .8 23 77.63 –0.21 .1498 10.15 9.70 ColonnadeAcqnII CLAA.UT ... ... 9.74 –0.23 ... 61.54 42.90 DellTechC DELL ... 7 52.01 +0.05 ... 14.58 7.66 E2open ETWO ... dd 8.33 –0.41 ... 32.15 22.02 EthanAllen ETD 4.5 8 25.88 –0.35 .29
10.91 2.60 Cango CANG 8.6 2 2.66 –0.55 1.00 9.96 9.61 Colonnade II A CLAA ... 64 9.76 +0.03 ... 52.28 29.75 DeltaAir DAL ... 77 32.07 –2.45 ... 4.72 1.62 E2openWt ETWO.WT ... ... 1.92 –0.10 ... 12.16 7.55 Euronav EURN 1.1 dd 10.58 –0.55 .03
42.35 22.83 Cannae CNNE ... dd 23.99 –1.52 ... 1.39 0.41 Colonnade II Wt CLAA.WT ... ... .41 –0.17 ... 48.38 28.08 Deluxe DLX 3.9 21 30.68 –1.68 .30 169.15 122.16 EagleMaterials EXP .8 15 132.80 –1.34 .25 10.25 9.70 EVeMobilityA EVE ... ... 9.86 ... ...
16.17 4.17 CanoHealth CANO ... dd 5.92 +1.24 ... 102.09 63.07 Comerica CMA 3.1 11 88.04 –2.18 .68 10.86 9.89 DelwindsIns DWIN.UT ... ... 10.03 –0.02 ... 15.27 6.44 EarthstoneEner ESTE ... 22 12.59 –1.18 ... 10.10 9.86 EVeMobilityAcqnUn EVE.UT ... ... 10.02 +0.02 ...
5.70 0.79 CanoHealthWt CANO.WT ... ... 1.40 +0.49 ... 103.74 67.91 ComfortSystems FIX .6 23 90.78 +5.78 .13 9.93 9.65 DelwindsInsA DWIN ... 55 9.93 +0.01 ... 23.65 19.64 EasterlyGovtProp DEA 5.0 60 21.05 –0.72 .265 0.50 0.22 EVeMobilityWt EVE.WT ... ... .28 +0.06 ...
25.94 21.00 Canon CAJ 3.2 12 23.12 +0.25 .474 40.93 26.98 CommercialMetals CMC 1.4 9 40.43 +0.69 .14 0.98 0.24 DelwindsInsWt DWIN.WT ... ... .25 ... ... 229.84 138.46 EastGroup EGP 2.4 48 187.03 –7.34 1.10 26.52 12.60 Eventbrite EB ... dd 13.65 –0.12 ...
177.95 121.21 CapitalOne COF 1.8 5 130.09 –4.03 .60 82.53 65.00 CommBkSys CBU 2.4 21 71.45 –1.10 .43 91.30 38.69 Denbury DEN ... 90 71.27 –5.90 ... 130.47 98.24 EastmanChem EMN 2.9 17 105.42 –9.44 .76 164.63 106.88 EvercoreA EVR 2.5 6 110.67 –8.07 .68
72.37 45.05 Capri CPRI ... 14 49.32 –5.22 ... 17.04 9.22 CommunityHlthSys CYH ... 7 11.67 +0.67 ... 20.48 11.24 DesignerBrands DBI ... dd 12.40 +0.05 ... 11.26 3.46 EastmanKodak KODK ... 8 4.46 –0.10 ... 10.20 9.98 EverestConsol MNTN.UT ... ... 10.09 +0.09 ...
62.96 45.85 CardinalHealth CAH 3.7 27 52.57 –1.43 .4908 52.54 40.50 CommunityHlthcr CHCT 4.3 46 40.68 –2.98 .4375 21.47 3.25 DesktopMetal DM ... dd 4.00 +0.33 ... 175.72 131.86 Eaton ETN 2.2 28 146.92 –2.86 .81 10.02 9.80 EverestConsolidA MNTN ... ... 9.92 –0.03 ...
250.23 152.44 Carlisle CSL .9 30 232.01 –0.21 .54 8.65 5.76 SABESP SBS .7 12 8.17 –0.18 .0714 17.66 7.97 Despegar.com DESP ... dd 11.42 +0.50 ... 238.93 154.85 Ecolab ECL 1.3 41 158.85 –9.26 .51 0.60 0.22 EverestConsolidWt MNTN.WT ... ... .22 ... ...
155.98 96.39 CarMax KMX ... 14 99.21 –3.86 ... 3.67 2.30 EngGr-Cmg C CIG.C ... 7 3.47 –0.05 ... 16.70 9.46 DeutscheBank DB ... 8 10.25 +0.27 ... 18.40 11.52 Ecopetrol EC .5 8 17.82 +0.30 .0932 307.76 234.87 EverestRe RE 2.3 8 271.41 –11.00 1.55
31.52 14.94 Carnival CCL ... dd 17.21 –0.02 ... 2.77 1.65 EngGr-Cmg CIG ... 5 2.54 –0.08 ... 63.10 20.14 DevonEnergy DVN 6.8 14 58.64 –0.93 .84 17.83 9.12 Ecovyst ECVT .0 dd 10.78 +0.11 3.20 69.45 56.93 Evergy EVRG 3.6 17 64.35 +0.65 .5725
27.31 13.89 Carnival CUK ... dd 16.04 +0.18 ... 7.13 5.01 COPEL ELP 9.0 18 6.91 +0.12 .0703 223.14 163.41 Diageo DEO 2.3 25 175.64 –11.53 1.5713 51.86 33.80 EdgewellPersonal EPC 1.7 18 35.81 +0.10 .15 26.61 13.04 Everi EVRI ... 14 21.17 –0.32 ...
49.20 26.84 CarpenterTech CRS 2.3 dd 34.85 –1.77 .20 10.33 3.56 CiaSiderurgica SID 7.4 2 5.05 –0.63 .2433 11.49 8.04 DiamndrckHspty DRH ... dd 9.56 +0.13 ... 68.62 54.14 EdisonInt EIX 4.3 32 64.79 –0.80 .70 92.66 78.44 EversourceEner ES 3.0 24 83.81 –2.13 .6375
66.33 33.71 CarriageSvcs CSV .9 28 51.16 –0.05 .1125 21.82 13.79 CerveceriasUnid CCU 8.9 10 13.88 –0.67 .7066 5.85 2.57 DianaShipping DSX 12.2 8 4.93 –0.07 .20 131.73 78.44 EdwardsLife EW ... 43 103.45 –7.19 ... 51.06 36.03 Evertec EVTC .5 18 38.74 –0.55 .05
58.89 38.31 CarrierGlobal CARR 1.4 23 43.22 –1.78 .15 33.31 21.96 CompassDiversif CODI 4.6 dd 21.96 –2.35 .25 147.39 72.13 Dick's DKS 1.8 8 107.62 –2.09 .4875 35.52 10.55 8x8 EGHT ... dd 10.59 –1.09 ... 34.60 17.62 EvolentHealth EVH ... dd 28.88 +1.35 ...
19.09 11.53 Cars.com CARS ... cc 14.57 –0.81 ... 22.11 6.35 Compass COMP ... dd 6.51 –0.47 ... 18.01 1.71 DiDiGlobal DIDI ... dd 1.89 –2.13 ... 37.49 24.15 ElancoAnimal ELAN ... dd 26.49 –1.46 ... 49.38 23.55 EvoquaWater AQUA ... cc 42.01 –0.66 ...
116.92 84.28 Carter's CRI 3.2 12 92.97 –2.03 .75 75.44 47.10 CompassMnlInt CMP 1.0 dd 61.26 +0.61 .15 17.30 6.74 DieboldNixdorf DBD ... dd 7.22 +0.01 ... 56.00 39.02 ElancoAnimalUn ELAT 6.0 ... 41.50 –1.53 .625 11.00 9.86 ExecutiveNtwk ENPC.UT ... ... 9.90 –0.04 ...
376.83 97.70 Carvana CVNA ... dd 113.79 +9.95 ... 10.55 9.59 ComputeHealth CPUH.UT ... ... 9.88 ... ... 14.38 2.77 DigitalMedia DMS ... 28 3.04 +0.07 ... 189.84 71.80 Elastic ESTC ... dd 72.02 –7.63 ... 10.23 9.61 ExecutiveNtwkA ENPC ... 17 9.85 +0.01 ...
10.60 10.01 CascadeAcqn CAS.UT ... ... 10.16 –0.04 ... 10.70 9.50 ComputeHlthA CPUH ... cc 9.75 –0.01 ... 2.80 0.22 DigitalMediaWt DMS.WT ... ... .35 –0.01 ... 12.37 7.46 EldoradoGold EGO ... dd 11.40 +0.01 ... 1.11 0.18 ExecutiveNtwkWt ENPC.WT ... ... .23 –0.08 ...
10.10 9.72 CascadeAcqnA CAS ... 61 10.05 +0.02 ... 2.25 0.47 ComputeHlthWt CPUH.WT ... ... .49 –0.01 ... 178.22 130.10 DigitalRealty DLR 3.6 23 135.68 –3.56 1.22 26.92 17.44 ElementSolns ESI 1.5 26 21.42 –0.58 .08 8.67 2.74 Express EXPR ... dd 3.70 –0.76 ...
1.14 0.25 CascadeAcqnWt CAS.WT ... ... .26 –0.04 ... 11.34 4.67 ComstockRscs CRK ... dd 9.53 +0.01 ... 8.70 5.53 DigitalBridge DBRG ... dd 6.87 –0.28 ... 4.73 2.54 ElevateCredit ELVT ... dd 3.08 –0.12 ... 29.52 11.74 Expro XPRO ... dd 16.67 +0.12 ...
142.64 91.17 Catalent CTLT ... 30 96.12 –4.24 ... 39.09 30.06 ConagraBrands CAG 4.2 13 30.10 –4.30 .3125 133.40 35.35 DigitalOcean DOCN ... dd 48.20 –3.17 ... 19.60 15.68 EllingtonFin EFC 10.1 7 17.77 +0.08 .15 6.64 2.67 Exterran EXTN ... dd 6.21 –0.02 ...
10.25 9.79 CatchaInvt CHAA.UT ... ... 9.84 –0.04 ... 13.48 9.63 ConcordAcqnA CND ... dd 9.95 +0.03 ... 416.71 83.62 Dillard's DDS .3 6 269.73 +14.94 .20 13.92 8.90 EllingtonResiMtg EARN 12.4 dd 9.68 –0.05 .10 228.84 126.04 ExtraSpaceSt EXR 3.1 32 196.51 –4.38 1.50
10.25 9.59 CatchaInvtA CHAA ... ... 9.75 ... ... 3.94 0.69 ConcordAcqnWt CND.WT ... ... 1.23 +0.04 ... 100.70 61.38 DineBrands DIN 2.6 13 71.86 +1.78 .46 10.39 9.78 ElliottOppII EOCW.UT ... ... 9.81 –0.05 ... 91.51 52.10 ExxonMobil XOM 4.1 16 84.92 +0.83 .88
1.07 0.22 CatchaInvtWt CHAA.WT ... ... .24 –0.13 ... 10.70 9.60 ConcordAcqnIIA CNDA ... ... 9.64 –0.01 ... 46.00 3.61 Dingdong DDL ... dd 3.78 –0.80 ... 10.11 9.55 ElliottOppIIA EOCW ... ... 9.69 –0.05 ...
0.56
F
12.78 7.19 CatchMarkTimber CTT 3.7 7 8.15 +0.13 .075 1.24 0.46 ConcordAcqnIIWt CNDA.WT ... ... .55 +0.01 ... 10.02 9.78 DirectSellingA DSAQ ... ... 9.99 –0.02 ... 1.52 ElliottOppIIWt EOCW.WT ... ... .65 –0.05 ...
246.69 179.67 Caterpillar CAT 2.1 18 214.83 +19.17 1.11 10.37 10.00 ConcordAcqnIII CNDB.UT ... ... 10.07 ... ... 10.25 10.03 DirectSellingUn DSAQ.UT ... ... 10.07 –0.02 ... 15.00 9.30 EmbotellAndinaA AKO.A 5.2 9 10.65 –0.26 .2152
19.89 11.20 Cato CATO 4.1 10 16.72 –0.54 .17 10.40 9.72 ConcordAcqnIII A CNDB ... ... 9.92 +0.02 ... 0.70 0.23 DirectSellingAcqnWt DSAQ.WT ... ... .25 ... ... 17.00 11.27 EmbotellAndinaB AKO.B 5.1 9 11.90 –0.31 .2367
11.11 2.35 Cazoo CZOO ... dd 2.42 –0.42 ... 0.95 0.34 ConcordAcqnIIIWt CNDB.WT ... ... .35 –0.13 ... 135.69 89.83 DiscoverFinSvcs DFS 1.9 6 104.47 –5.75 .50 19.40 9.01 Embraer ERJ ... dd 10.44 –2.57 ... 16.41 10.11 FastAcqn FST.UT ... ... 11.10 –0.17 ...
2.52 0.30 CazooWt CZOO.WT ... ... .31 –0.02 ... 4.70 1.67 ConcordMed CCM ... dd 1.88 –0.11 ... 198.54 129.26 Disney DIS ... 78 131.75 –8.97 ... 7.28 2.69 EmeraldHldg EEX ... dd 3.45 –0.15 ... 14.10 10.02 FastAcqnA FST ... dd 10.11 –0.01 ...
62.56 39.15 CedarFairRec FUN ... dd 52.78 –2.16 ... 159.11 117.62 Conmed CNMD .6 71 138.09 –4.72 .20 11.10 10.00 dMYTechVI DMYS.UT ... ... 10.12 +0.06 ... 96.03 29.88 EmergentBiosol EBS ... 9 36.48 –5.11 ... 9.92 1.90 FastAcqnWt FST.WT ... ... 1.90 –0.17 ...
28.68 13.46 CedarRealty CDR .9 dd 28.40 +0.10 .066 104.44 47.85 ConocoPhillips COP 1.9 16 98.41 –1.86 .30 10.45 9.69 dMYTechGroupVI DMYS ... ... 9.74 –0.01 ... 105.99 86.72 EmersonElec EMR 2.2 20 93.00 +1.42 .515 10.00 9.60 FastAcqnII A FZT ... ... 9.75 +0.02 ...
176.50 132.26 Celanese CE 2.0 8 138.01 –3.89 .68 90.98 70.18 ConEd ED 3.5 23 89.34 –0.54 .79 2.16 0.65 dMYTechGrpVIWt DMYS.WT ... ... .65 –0.08 ... 13.11 8.36 EmpireStateRealty ESRT 1.5 dd 9.23 –0.20 .035 10.25 9.80 FastAcqnII FZT.UT ... ... 9.87 +0.04 ...
13.40 7.01 Celestica CLS ... 14 11.65 +0.14 ... 1.04 0.30 ConstellationI Wt CSTA.WT ... ... .35 –0.07 ... 104.74 69.34 DolbyLab DLB 1.4 29 70.62 –1.81 .25 43.82 36.23 EmployersHldgs EIG 2.5 10 39.90 –1.26 .25 1.67 0.44 FastAcqnII Wt FZT.WT ... ... .47 ... ...
9.00 5.11 CementosPacasm CPAC 14.1 14 6.54 –0.05 .9957 10.20 9.70 ConstellationI CSTA.UT ... ... 9.86 –0.01 ... 17.66 12.15 Dole DOLE 2.4 33 13.46 –1.28 .08 10.28 9.70 EmpowermentI EPWR.UT ... ... 9.90 ... ... 49.62 34.99 FB Financial FBK 1.2 11 44.60 +1.36 .13
9.09 4.35 Cemex CX ... 11 4.78 +0.04 ... 10.10 9.50 ConstellationI A CSTA ... 25 9.78 +0.02 ... 240.14 173.50 DollarGeneral DG .8 20 205.55 –5.43 .42 9.95 9.50 Empower&IncA EPWR ... 88 9.79 +0.01 ... 17.75 9.38 F45Training FXLV ... dd 13.99 –0.53 ...
16.84 7.16 CenovusEnergy CVE .7 72 16.13 +0.07 .0276 258.00 207.35 ConstBrands A STZ 1.4 dd 212.39 –5.27 .76 10.23 2.12 Doma DOMA ... dd 2.46 +0.03 ... 0.94 0.21 EmpowerIWt EPWR.WT ... ... .25 –0.03 ... 50.40 13.04 Figs FIGS ... dd 16.54 +3.10 ...
11.70 3.77 CenovusEnergyWt CVE.WT ... ... 11.10 +0.20 ... 257.00 209.90 ConstBrands B STZ.B 1.3 dd 216.90 +1.40 .69 1.69 0.36 DomaWt DOMA.WT ... ... .45 –0.06 ... 7.90 3.27 EmpresaDisCom EDN ... dd 7.00 +0.12 ... 126.13 87.27 FMC FMC 1.7 22 123.27 +1.99 .53
86.81 59.33 Centene CNC ... 37 83.41 –2.64 ... 21.60 13.71 Constellium CSTM ... 8 17.55 –0.29 ... 84.13 70.37 DominionEner D 3.2 21 82.26 –0.44 .6675 45.13 35.58 Enbridge ENB 6.0 19 44.46 –0.29 .6779 14.11 10.51 FNB FNB 3.8 10 12.74 +0.09 .12
29.05 21.24 CenterPointEner CNP 2.4 13 28.45 –0.54 .17 19.31 7.80 ContainerStore TCS ... 4 7.93 –0.42 ... 105.25 94.40 DominionEnerUn DCUE 7.2 ... 100.60 –0.50 1.8125 89.68 56.31 EncompassHealth EHC 1.7 16 67.58 –0.17 .28 14.37 7.65 FreyrBattery FREY ... dd 9.01 +0.59 ...
10.95 6.64 CenterraGold CGAU 2.2 dd 10.31 +0.39 .0556 62.97 24.40 ContinentalRscs CLR 1.2 13 58.27 –2.63 .23 567.57 353.23 Domino's DPZ 1.1 29 386.37 –27.34 1.10 172.41 79.21 Endava DAVA ... 69 106.63 +6.16 ... 4.92 1.35 FreyrBatteryWt FREY.WT ... ... 2.59 +0.18 ...
112.27 66.91 Centerspace CSR 2.9 dd 99.72 –4.33 .73 23.58 13.18 Volaris VLRS ... 22 14.83 –1.19 ... 69.35 48.52 Donaldson DCI 1.8 20 50.12 –0.59 .22 35.28 22.02 Endeavor EDR ... dd 27.08 +0.03 ... 23.45 18.87 FS KKR Cap FSK 10.9 3 23.14 –0.16 .63
9.61 5.17 CentraisElBras EBR 10.5 9 6.66 –0.16 .1551 14.29 5.10 ConveyHealth CNVY ... ... 5.24 –0.11 ... 52.33 24.67 DonnelleyFin DFIN ... 7 31.19 +1.09 ... 7.76 3.35 EndeavourSilver EXK ... 26 5.57 +0.84 ... 157.86 123.97 FTI Consulting FCN ... 22 145.38 –4.33 ...
30.97 23.12 CentralPacFin CPF 3.7 10 28.01 –0.08 .26 463.59 368.78 Cooper COO .0 20 379.96 –44.58 .03 257.25 77.32 DoorDash DASH ... dd 86.97 –2.89 ... 8.88 5.25 EnelAmericas ENIA 3.0 15 5.61 –0.17 .1583 126.28 77.30 Fabrinet FN ... 21 96.97 +0.92 ...
4.38 1.90 CentralPuerto CEPU ... 32 3.96 +0.15 ... 47.85 7.99 Cooper-Standard CPS ... dd 8.98 –1.65 ... 15.68 10.77 DorianLPG LPG .0 8 13.98 –0.31 1.00 4.09 1.36 EnelChile ENIC 11.4 18 1.44 –0.04 .2187 495.40 304.07 FactSet FDS .8 39 407.79 –5.26 .82
86.07 54.70 CenturyComm CCS 1.3 4 60.46 –4.57 .20 3.53 0.19 CooTekCayman CTK ... dd .22 +0.01 ... 48.42 21.62 DoubleVerify DV ... cc 21.83 –3.24 ... 51.38 29.04 Energizer ENR 4.1 15 29.38 –2.26 .30 553.97 342.89 FairIsaac FICO ... 34 463.18 –34.05 ...
130.37 61.30 CeridianHCM CDAY ... dd 61.38 –5.34 ... 97.63 64.47 Copa CPA ... dd 73.04 –0.75 ... 51.44 33.74 DouglasDynamics PLOW 3.4 26 34.06 –3.43 .29 11.55 7.37 EnergyTransfer ET 6.9 5 10.10 –0.33 .175 12.73 3.38 FangHoldings SFUN ... dd 3.48 +0.04 ...
29.42 15.73 ChannelAdvisor ECOM ... 11 15.74 –1.70 ... 32.54 20.00 Core&Main CNM ... 27 20.81 –0.64 ... 12.66 6.50 DouglasElliman DOUG ... ... 6.67 –0.21 ... 18.57 8.88 EnergyVault NRGV ... dd 11.35 –1.65 ... 12.31 9.96 FarPeakAcqn FPAC.UT ... ... 10.38 +0.03 ...

52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
11.30 9.66 FarPeakAcqnA FPAC ... dd 9.92 +0.02 ... 93.33 1.39 GaotuTechedu GOTU ... dd 1.54 +0.15 ... 10.23 9.65 HawksAcqnA HWKZ ... ... 9.70 –0.03 ... 29.59 18.52 Instructure INST ... dd 20.38 –0.09 ... 69.16 39.75 KontoorBrands KTB 4.2 13 43.70 +0.45 .46
3.62 0.75 FarPeakAcqnWt FPAC.WT ... ... 1.45 +0.05 ... 37.63 13.12 Gap GPS 4.3 22 14.11 –0.14 .15 0.65 0.20 HawksAcqnWt HWKZ.WT ... ... .23 –0.03 ... 101.61 74.80 IntegerHoldings ITGR ... 28 78.09 –2.83 ... 39.44 26.86 Koppers KOP .7 7 28.12 –0.06 .05
62.48 11.47 Farfetch FTCH ... 4 11.51 –3.23 ... 178.81 106.66 Garmin GRMN 2.4 20 109.80 –0.77 .67 28.65 15.61 Hayward HAYW ... 73 16.80 +0.15 ... 10.52 9.52 IntegratedRail IRRX.UT ... ... 10.30 +0.17 ... 12.28 8.30 KoreaElcPwr KEP 4.4 dd 9.97 +0.13 .4875
14.85 10.62 FarmlandPtrs FPI 1.5 dd 13.67 +1.14 .05 369.00 179.59 Gartner IT ... 30 279.83 +9.99 ... 33.77 25.61 HealthcareRealty HR 4.6 59 26.82 –1.21 .31 10.00 9.80 IntegratedRailA IRRX ... ... 9.92 ... ... 84.68 58.93 KornFerry KFY .8 11 60.91 –2.81 .12
78.08 13.88 Fastly FSLY ... dd 13.89 –1.50 ... 5.94 2.46 GasLogPartners GLOP .9 dd 4.37 +0.86 .01 34.83 26.36 HealthcareAmer HTA 4.2 70 30.61 –1.09 .325 0.50 0.27 IntegratedRailWt IRRX.WT ... ... .29 –0.02 ... 6.58 1.80 KosmosEnergy KOS ... dd 6.24 +0.61 ...
11.50 5.04 FathomDigital FATH ... cc 9.00 +0.56 ... 18.94 14.43 GatesIndustrial GTES ... 15 15.34 +0.12 ... 37.69 30.16 HealthpeakProp PEAK 3.7 35 32.41 –0.55 .30 10.18 10.00 IntegratedWellness WEL.UT ... ... 10.10 –0.01 ... 46.74 30.48 Kraton KRA ... 9 46.48 +0.20 ...
2.05 0.48 FathomDigitalWt FATH.WT ... ... 1.19 +0.36 ... 20.26 2.68 GatosSilver GATO ... dd 4.63 +0.79 ... 10.10 9.95 HeartlandMediaAcqn HMA.UT ... ... 9.98 –0.03 ... 10.04 9.80 IntegratedWellA WEL ... ... 9.96 +0.03 ... 62.58 34.52 Kroger KR 1.5 26 55.89 –3.05 .21
124.37 81.00 FedAgriMtg A AGM.A 3.2 12 120.00 +6.50 .95 12.23 2.55 Gelesis GLS ... dd 3.89 +0.56 ... 9.44 4.50 HeclaMining HL .2 cc 6.86 +0.02 .0062 0.60 0.28 IntegratedWellWt WEL.WT ... ... .33 –0.02 ... 18.41 12.06 KronosWorldwide KRO 5.2 15 14.61 –0.07 .19
137.01 94.20 FedAgriMtg C AGM 3.1 12 123.22 +5.04 .95 1.25 0.13 GelesisWt GLS.WT ... ... .19 +0.04 ... 153.20 118.52 Heico HEI .1 63 145.75 –2.81 .09 139.79 109.04 ICE ICE 1.2 18 126.36 –9.34 .38 11.37 3.01 KukeMusic KUKE ... dd 3.75 +0.02 ...
140.51 97.87 FederalRealty FRT 3.6 37 118.44 –1.63 1.07 22.00 9.78 GencoShipping GNK 12.8 5 20.99 +0.39 .67 139.65 105.00 Heico A HEI.A .1 52 120.59 –2.54 .09 73.79 58.74 InterContinentl IHG ... 44 64.70 +2.76 ... 40.00 10.92 Kyndryl KD ... dd 11.53 –0.35 ...
48.88 33.23 FederalSignal FSS 1.1 21 33.63 –1.20 .09 524.31 251.74 Generac GNRC ... 34 281.64 –35.85 ... 16.35 3.12 Heliogen HLGN ... dd 5.38 –0.56 ... 34.53 17.67 IntercorpFinSvcs IFS 2.3 8 33.50 +0.44 .65
39.82
319.90
27.88
199.03
FederatedHermes
FedEx
FHI
FDX
3.4
1.4
11
14
31.61
213.18
–0.37
–1.36
.27
.75
254.99
116.17
173.52
85.29
GeneralDynamics
GeneralElec
GD
GE
2.2
.3
20
dd
232.48
92.28
–12.81
+3.14
1.26
.08
2.28
114.89
0.40
67.29
HeliogenWt
HeliosTech
HLGN.WT
HLIO
...
.5
...
22
1.16
70.70
–0.07
–2.62
...
.09
145.99
157.08
114.56
113.40
IBM
IntlFlavors
IBM
IFF
5.3
2.7
20
cc
123.96
118.14
–2.66
–5.36
1.64
.79 L
183.67 116.70 Ferguson FERG 1.7 17 144.57 –1.27 1.665 69.95 56.67 GeneralMills GIS 3.3 17 62.27 –5.85 .51 6.70 2.88 HelixEnergy HLX ... dd 5.07 +0.63 ... 32.95 15.15 IntlGameTech IGT 3.5 10 23.06 –2.78 .20
278.78 178.87 Ferrari RACE .5 36 190.45 –7.96 1.0386 67.21 39.75 GeneralMotors GM ... 6 41.51 –0.89 ... 45.40 20.93 Helm&Payne HP 2.4 dd 41.88 +2.39 .25 61.80 40.45 IntlPaper IP 4.4 10 42.43 +0.22 .5125 57.12 3.03 LAIX LAIX ... dd 3.03 –1.58 ...
22.10 16.33 Ferro FOE ... 33 21.78 +0.12 ... 73.72 40.70 Genesco GCO ... 7 67.98 +3.49 ... 55.78 32.60 Herbalife HLF ... 8 33.73 –1.60 ... 22.39 13.05 IntlSeaways INSW 1.4 dd 17.13 –1.36 .06 10.14 9.71 L&F Acqn A LNFA ... cc 10.08 ... ...
56.44 38.52 FidNatlFin FNF 3.7 6 46.98 –0.02 .44 13.48 7.49 GenesisEnergy GEL 5.0 dd 11.94 –0.31 .15 203.14 90.86 HercHoldings HRI 1.5 20 150.01 +0.05 .575 10.11 9.70 InterPrivateII IPVA.UT ... ... 9.83 –0.03 ... 1.06 0.22 L&F Acqn Wt LNFA.WT ... ... .37 –0.02 ...
155.96 85.00 FidNatlInfo FIS 2.1 cc 89.34 –1.13 .47 7.27 4.74 GenieEnergy GNE 4.5 dd 6.66 +0.62 .075 18.39 15.43 HerculesCapital HTGC 7.7 12 17.04 –0.84 .15 10.71 9.52 InterPrivateII A IPVA ... ... 9.75 +0.01 ... 163.33 109.59 LCI Inds LCII 3.1 10 115.04 –4.77 .90
1.80 0.58 FigureAcqnI Wt FACA.WT ... ... .58 –0.13 ... 25.18 4.30 GeniusSports GENI ... dd 4.50 –0.29 ... 12.20 5.30 HeritageInsurance HRTG 3.8 dd 6.24 +0.80 .06 1.59 0.37 InterPrivateII Wt IPVA.WT ... ... .55 +0.04 ... 12.31 7.25 LG Display LPL .0 4 7.50 +0.01 .2739
10.65 9.61 FigureAcqnI FACA.UT ... ... 9.91 ... ... 12.53 0.94 GeniusSportsWt GENI.WT ... ... .95 –0.11 ... 13.05 7.92 HershaHospitality HT ... dd 8.92 +0.20 ... 11.28 9.75 InterPrivateIII IPVF.UT ... ... 9.99 ... ... 27.54 13.27 LL Flooring LL ... 11 15.10 –0.61 ...
10.55 9.63 FigureAcqnI A FACA ... 84 9.76 ... ... 54.03 39.90 Genpact G 1.2 22 41.26 –0.68 .125 216.36 151.21 Hershey HSY 1.8 29 204.69 –8.13 .901 10.00 9.65 InterPrivateII A IPVF ... ... 9.87 –0.01 ... 22.03 2.96 LSB Inds LXU ... dd 21.36 +3.71 ...
11.67 2.90 FinanceofAm FOA ... dd 2.90 –0.34 ... 142.97 112.96 GenuineParts GPC 2.9 20 121.69 –0.90 .895 102.99 61.93 Hess HES 1.6 52 94.61 –6.56 .375 2.02 0.51 InterPrivateIII Wt IPVF.WT ... ... .66 +0.01 ... 44.73 31.36 LTC Properties LTC 6.4 25 35.80 +0.88 .19
1.73 0.28 FinanceofAmWt FOA.WT ... ... .41 –0.04 ... 4.61 3.22 GenworthFin GNW ... 2 3.70 –0.21 ... 35.71 20.36 HessMidstream HESM 6.6 18 31.34 –2.15 .5167 39.98 27.56 Interpublic IPG 3.5 14 32.99 –1.21 .29 279.71 189.06 L3HarrisTech LHX 1.8 27 250.00 –16.88 1.12
10.15 9.76 FinTechEvol FTEV.UT ... ... 9.82 –0.01 ... 17.58 9.50 GeoPark GPRK 1.1 15 14.51 –0.96 .082 17.76 12.99 HewlettPackard HPE 2.9 6 16.55 +0.13 .12 87.64 22.82 IntrepidPotash IPI ... 5 84.19 +13.63 ... 15.94 10.78 LXP Industrial LXP 3.1 12 15.40 –0.48 .12
10.29 9.60 FinTechEvolA FTEV ... cc 9.76 +0.02 ... 7.27 4.19 Gerdau GGB .4 3 5.90 +0.12 .2577 64.99 46.77 Hexcel HXL .0 cc 55.31 +1.29 .10 9.23 1.45 Invacare IVC ... dd 1.45 –0.72 ... 46.74 26.88 La-Z-Boy LZB 2.3 10 28.50 –0.75 .165
1.43 0.18 FinTechEvolWt FTEV.WT ... ... .18 –0.15 ... 34.21 26.79 GettyRealty GTY 5.9 20 27.97 +0.12 .41 11.13 9.86 HighlandTransI HTPA.UT ... ... 10.19 +0.09 ... 28.90 1.10 InvenTrust IVT 3.0 dd 27.75 –0.29 .2052 317.17 233.92 LabCorp.ofAmerica LH ... 11 265.49 –3.65 ...
10.41 3.06 FinVolution FINV 4.9 3 3.08 –0.37 .17 9.98 9.80 GigCapital5 GIA ... ... 9.94 –0.01 ... 10.25 9.61 HighlandTransI HTPA ... dd 9.93 +0.03 ... 4.60 2.04 InvescoMtg IVR 16.4 dd 2.19 +0.08 .09 12.65 10.48 LadderCapital LADR 6.9 25 11.55 +0.18 .20
81.54 53.00 FirstAmerFin FAF 3.1 6 66.64 +0.85 .51 10.82 10.12 GigCapital5 GIA.UT ... ... 10.19 +0.04 ... 2.17 0.58 HighlandTranIWt HTPA.WT ... ... .89 –0.06 ... 43.99 7.25 Invitae NVTA ... dd 7.26 –0.94 ... 85.72 50.07 LambWeston LW 2.0 38 50.11 –7.91 .245
16.62 10.58 FirstBanCorp FBP 3.1 10 12.74 +0.16 .10 0.75 0.21 GigCapital5Wt GIA.WT ... ... .22 –0.02 ... 48.98 40.85 HighwoodsProp HIW 4.5 15 44.19 +0.24 .50 45.80 29.61 InvitatHomes INVH 2.2 cc 39.45 +0.25 .22 7.00 0.71 Lannett LCI ... dd .79 +0.01 ...
17.63 12.36 FirstCmwlthFin FCF 2.9 11 15.64 +0.07 .115 43.63 29.27 Gildan GIL 1.8 12 37.37 +0.84 .169 3.38 1.79 HillIntl HIL ... dd 1.89 +0.02 ... 35.90 7.07 IonQ IONQ ... dd 12.33 –0.06 ... 99.26 26.51 LaredoPetrol LPI ... 16 73.01 –9.99 ...
8.50 1.11 First HS Educ FHS ... ... 1.24 –0.48 ... 15.86 3.04 GinkgoBioworks DNA ... dd 3.05 –0.38 ... 54.15 40.30 Hillenbrand HI 1.9 15 44.64 –2.48 .2175 23.89 1.80 IonQWt IONQ.WT ... ... 4.00 +0.31 ... 66.62 33.75 LasVegasSands LVS ... dd 36.42 –4.38 ...
24.24 14.67 FirstHorizon FHN 2.6 13 23.08 –0.62 .15 4.50 0.63 GinkgoBioworksWt DNA.WT ... ... .81 +0.07 ... 39.60 28.87 Hilltop HTH 2.0 7 30.62 +0.77 .15 53.14 35.53 IronMountain IRM 4.9 33 50.53 –1.61 .6185 53.00 31.64 Lazard LAZ 5.8 7 32.34 –1.39 .47
66.74 43.83 FirstIndRlty FR 2.0 28 57.73 –1.44 .295 67.35 48.62 GlacierBancorp GBCI .0 18 53.53 +0.09 .10 56.33 35.35 HiltonGrandVac HGV ... 32 49.28 +0.78 ... 47.50 2.65 IronNet IRNT ... dd 4.02 –0.79 ... 204.91 127.91 Lear LEA 1.7 22 135.80 –7.36 .77
10.56 9.90 FirstLightAcqn FLAG.UT ... ... 10.02 –0.05 ... 18.74 12.61 Glatfelter GLT 4.4 83 12.64 –0.91 .14 160.96 114.70 Hilton HLT ... 98 141.77 +4.10 ... 11.90 0.39 IronNetWt IRNT.WT ... ... 1.40 –0.14 ... 10.18 9.61 LearnCWInvtA LCW ... ... 9.88 +0.06 ...
10.28 9.73 FirstLightAcqnA FLAG ... ... 9.86 ... ... 98.29 39.35 Glaukos GKOS ... dd 50.66 –3.68 ... 17.32 4.07 Hims&HersHealth HIMS ... dd 4.47 –0.13 ... 13.14 4.59 ironSource IS ... 82 4.70 –0.30 ... 0.62 0.36 LearnCWInvtWt LCW.WT ... ... .36 –0.04 ...
0.75 0.34 FirstLightWt FLAG.WT ... ... .35 –0.15 ... 46.86 35.32 GSK GSK 4.9 17 40.56 +0.38 .6221 10.82 1.63 Hippo HIPO ... dd 1.96 +0.28 ... 27.75 16.43 iStar STAR 2.1 18 24.10 –0.08 .125 59.16 34.88 Leggett&Platt LEG 4.7 12 36.10 –1.20 .42
18.93 9.29 FirstMajestic AG .2 89 13.39 +1.17 .0079 13.90 5.00 GlobalBlue GB ... dd 5.04 –1.16 ... 2.59 0.21 HippoWt HIPO.WT ... ... .26 –0.01 ... 6.11 2.64 ItauCorpBanca ITCB 3.8 23 2.88 –0.03 .1646 109.39 81.07 Leidos LDOS 1.4 19 101.97 –5.74 .36
222.86 155.67 FirstRepBank FRC .5 21 160.39 –4.50 .22 1.96 0.37 GlobalBlueWt GB.WT ... ... .43 –0.16 ... 19.46 10.66 HireRight HRT ... dd 11.22 –0.51 ... 5.57 3.60 ItauUnibanco ITUB 2.8 10 4.85 +0.01 .0029 3.16 0.48 LejuHoldings LEJU ... ... .51 –0.08 ...
44.98 33.89 FirstEnergy FE 3.5 19 43.97 +1.09 .39 6.31 3.81 GlobalCordBlood CO ... 6 3.94 –0.23 ... 18.17 3.77 HoeghLNG Ptrs HMLP .9 3 4.52 +0.09 .01 115.85 18.12 Lemonade LMND ... dd 18.83 –0.71 ...
8.25 .25 14.42
J
11.47 FirstMarkHorizon FMAC.UT ... ... 8.25 –1.86 ... 31.98 23.97 GlobalIndemnity GBLI 3.8 80 26.00 –0.13 9.24 Holley HLLY ... dd 14.31 +0.28 ... 49.21 11.97 LendingClub LC ... cc 14.24 –1.57 ...
10.59 7.91 FirstMarkHorizonA FMAC ... cc 7.95 –2.00 ... 45.97 28.35 GlobalIndl GIC 2.2 12 32.49 –0.92 .18 4.25 1.00 HolleyWt HLLY.WT ... ... 4.16 +0.17 ... 117.54 79.52 Lennar A LEN 1.7 6 86.57 –2.57 .375
2.45 0.32 FirstMarkHorizonWt FMAC.WT ... ... .43 –0.02 ... 18.51 12.82 GlobalMedREIT GMRE 5.2 82 15.70 +0.09 .205 23.69 15.61 HollyEnergy HEP 8.4 8 16.62 –0.31 .35 96.42 67.83 Lennar B LEN.B 2.1 5 72.13 –2.49 .375
23.95 9.61 Fisker FSR ... dd 11.03 +0.25 ... 20.11 13.52 GlobalNetLease GNL 10.8 dd 14.86 –0.06 .40 41.74 27.17 HollyFrontier HFC ... 11 35.68 +5.53 ... 10.05 9.70 JattAcqnA JATT ... ... 9.88 +0.01 ... 356.36 243.92 LennoxIntl LII 1.4 21 256.28 –13.36 .92
8.93 5.26 FivePoint FPH ... dd 6.17 +0.20 ... 27.99 19.45 GlobalPtnrs GLP 8.9 20 25.95 +0.26 .585 29.76 20.69 HomeBancShares HOMB 2.9 12 23.12 +0.83 .165 0.94 0.36 JattAcqnWt JATT.WT ... ... .43 +0.01 ... 10.25 9.76 LeoHoldingsII LHC.UT ... ... 9.85 ... ...
262.90 61.23 FiverrIntl FVRR ... dd 63.28 –6.50 ... 220.81 116.75 GlobalPayments GPN .8 39 126.99 –1.04 .25 420.61 266.76 HomeDepot HD 2.4 20 316.79 –7.47 1.90 34.98 25.33 JBG SMITH Prop JBGS 3.1 dd 29.05 +1.21 .225 10.00 9.50 LeoHldgsII A LHC ... cc 9.79 +0.02 ...
56.77 41.41 Flagstar FBC .6 4 43.57 –0.84 .06 29.86 12.52 GlobalShipLease GSL 3.4 ... 29.43 +1.54 .25 33.42 26.16 HondaMotor HMC 3.1 6 26.45 –1.56 .484 31.47 20.54 JELD-WEN JELD ... 13 22.84 +0.68 ... 1.16 0.37 LeoHldgsII Wt LHC.WT ... ... .42 –0.02 ...
10.36 9.63 FlameAcqn FLME.UT ... ... 9.86 –0.03 ... 354.62 192.59 Globant GLOB ... 99 226.30 –7.22 ... 44.61 36.21 HoraceMannEdu HMN 3.1 12 40.84 –0.34 .32 24.50 4.12 J.Jill JILL ... dd 14.01 –0.99 ... 30.84 17.34 LeviStrauss LEVI 1.8 14 18.22 –1.41 .10
10.02 9.57 FlameAcqnA FLME ... 71 9.77 +0.02 ... 108.61 85.25 GlobeLife GL .8 13 96.85 –0.34 .2075 12.27 9.85 HorizonAcqnII HZON.UT ... ... 9.97 –0.04 ... 172.96 127.27 JPMorganChase JPM 3.1 8 128.89 –5.51 1.00 14.28 6.00 Li-Cycle LICY ... dd 8.16 +1.64 ...
1.58 0.22 FlameAcqnWt FLME.WT ... ... .30 +0.03 ... 84.23 59.37 GlobusMedical GMED ... 48 68.61 –3.21 ... 11.33 9.68 HorizonII A HZON ... 62 9.84 ... ... 72.11 47.28 Jabil JBL .6 11 55.64 +0.85 .08 17.78 8.50 LibertyOilfield LBRT ... dd 15.35 +1.19 ...
295.36 200.78 FleetCorTech FLT ... 23 229.54 +3.21 ... 90.43 65.70 GoDaddy GDDY ... 55 78.21 –2.29 ... 3.00 0.37 HorizonII Wt HZON.WT ... ... .48 –0.05 ... 10.05 9.64 JacksonAcqn RJAC.UT ... ... 9.94 –0.06 ... 154.45 84.00 LifeStorage LSI 3.0 42 131.16 –3.95 1.00
26.26 8.47 FlexLNG FLNG 14.3 7 20.92 +0.87 .75 10.44 10.03 GoGreenInvts GOGN.UT ... ... 10.12 ... ... 11.78 4.30 HorizonGlobal HZN ... dd 4.60 –0.77 ... 9.99 9.70 JacksonAcqnA RJAC ... ... 9.85 +0.02 ... 23.37 11.21 LifeTime LTH ... dd 11.35 –2.50 ...
145.89 83.20 Floor&Decor FND ... 35 91.36 –1.46 ... 10.62 9.86 GoGreenInvtsA GOGN ... ... 9.98 ... ... 53.19 40.48 HormelFoods HRL 2.1 30 50.48 –1.25 .26 0.56 0.20 JacksonAcqnWt RJAC.WT ... ... .27 –0.06 ... 4.13 0.87 LightInTheBox LITB ... 79 .96 –0.19 ...
2.34 0.53 FlotekIndustries FTK ... dd 1.53 –0.09 ... 0.70 0.29 GoGreenInvtsWt GOGN.WT ... ... .30 –0.04 ... 110.45 75.53 DR Horton DHI 1.1 6 80.96 –4.44 .225 47.76 22.29 JacksonFinl JXN 5.5 1 39.65 +1.31 .55 13.21 3.98 Lightng eMotors ZEV ... dd 5.29 +0.43 ...
29.73 22.61 FlowersFoods FLO 3.5 25 24.33 –2.62 .21 17.20 7.75 GoldFields GFI 1.5 19 16.67 +1.15 .1106 122.62 64.72 HoulihanLokey HLI 1.8 14 95.28 –4.04 .43 149.55 114.11 JacobsEngg J .7 58 125.03 –2.93 .23 3.67 0.60 LightningWt ZEV.WT ... ... .94 +0.14 ...
44.39 28.15 Flowserve FLS 2.4 35 33.81 +3.45 .20 10.05 9.56 GoldenFalconA GFX ... 47 9.80 +0.01 ... 146.34 66.66 Hovnanian HOV ... 1 67.43 –16.84 ... 41.85 28.71 JamesHardie JHX .9 28 31.76 –0.04 .40 130.02 20.06 Lightspeed LSPD ... dd 21.11 –1.36 ...
29.22 14.41 Fluor FLR ... dd 28.52 +5.07 ... 10.47 9.86 GoldenFalconAcqnUn GFX.UT ... ... 9.91 –0.02 ... 113.20 81.99 HowardHughes HHC ... 91 95.42 +4.15 ... 48.55 29.27 JanusHenderson JHG 4.7 9 32.38 +2.12 .38 283.90 178.58 EliLilly LLY 1.5 43 266.30 +3.43 .98
89.59 69.53 FomentoEconMex FMX 1.8 61 78.78 +2.23 .5677 1.18 0.21 GoldenFalconWt GFX.WT ... ... .25 –0.06 ... 36.68 27.41 HowmetAerospace HWM .2 58 33.73 –0.12 .02 15.94 8.72 JanusInternational JBI ... dd 9.30 –0.41 ... 77.57 56.41 LincolnNational LNC 3.0 8 60.58 –1.11 .45
66.71 26.36 FootLocker FL 5.4 3 29.84 +0.25 .40 20.65 18.31 GoldmanSachsBDC GSBD 9.3 10 19.32 +0.02 .45 28.77 13.05 HuanengPower HNP 4.6 dd 21.43 –0.85 1.1071 10.35 9.83 JawsMustang JWSM.UT ... ... 9.90 ... ... 352.18 264.12 Linde LIN 1.7 38 280.76 –0.67 1.17
25.87 11.14 FordMotor F 2.5 4 16.04 –0.81 .10 426.16 317.72 GoldmanSachs GS 2.4 6 327.00 –2.67 2.00 212.54 170.76 Hubbell HUBB 2.4 24 178.24 –2.64 1.05 10.10 9.64 JawsMustangA JWSM ... dd 9.78 +0.02 ... 179.27 118.28 Lindsay LNN .9 37 146.69 +9.38 .33
10.59 9.70 ForestRoad II FRXB.UT ... ... 9.82 +0.01 ... 47.12 31.89 Gorman-Rupp GRC 1.8 34 38.67 +0.08 .17 866.00 398.70 HubSpot HUBS ... dd 414.96 –44.07 ... 1.50 0.37 JawsMustangWt JWSM.WT ... ... .42 –0.06 ... 23.45 6.77 LionElectric LEV ... dd 7.84 +0.37 ...
10.16 9.60 ForestRoadII A FRXB ... 70 9.75 +0.04 ... 81.09 66.41 Graco GGG 1.2 27 67.34 –3.30 .21 9.60 5.22 HudbayMinerals HBM .2 dd 8.43 +0.25 .0079 44.47 28.99 JefferiesFin JEF 3.9 5 30.41 –2.59 .30 8.89 1.48 LionElectricWt LEV.WT ... ... 2.05 +0.08 ...
1.71 0.41 ForestRoadAcqnIIWt FRXB.WT ... ... .48 ... ... 10.01 9.63 GrafAcqnIV GFOR ... ... 9.67 –0.01 ... 30.35 21.97 HudsonPacProp HPP 3.7 cc 27.28 +0.68 .25 3.75 0.73 JianpuTech JT ... ... 1.18 +0.07 ... 21.42 11.57 LionsGate A LGF.A ... dd 15.59 +0.86 ...
26.55 17.19 Forestar FOR ... 7 17.63 –0.38 ... 1.99 0.22 GrafAcqnIVWt GFOR.WT ... ... .60 –0.03 ... 475.44 351.20 Humana HUM .7 19 426.12 –15.27 .7875 66.37 28.39 JinkoSolar JKS ... dd 44.51 –4.86 ... 18.77 10.53 LionsGate B LGF.B ... dd 14.36 +0.60 ...
48.88 11.94 ForgeRock FORG ... dd 16.19 –0.79 ... 14.17 9.14 GrafTechIntl EAF .4 7 9.66 –0.11 .01 0.51 0.18 HuntCosI Wt HTAQ.WT ... ... .24 –0.03 ... 14.33 3.61 JobyAviation JOBY ... 17 4.51 –0.12 ... 417.98 274.03 LithiaMotors LAD .4 9 320.16 –15.33 .35
48.39 41.27 Fortis FTS 3.6 23 47.32 –0.08 .4227 17.44 7.64 Graham GHM 5.8 dd 7.65 –0.50 .11 10.21 10.03 HuntCosAcqnI HTAQ.UT ... ... 10.13 +0.01 ... 3.07 0.63 JobyAviationWt JOBY.WT ... ... .91 –0.05 ... 41.56 11.84 LithiumAmericas LAC ... dd 26.94 +2.12 ...
79.87 56.06 Fortive FTV .5 35 56.24 –4.36 .07 685.00 547.75 GrahamHoldings GHC 1.1 8 582.43 +8.02 1.58 10.31 9.80 HuntCosI A HTAQ ... ... 9.97 –0.01 ... 177.56 98.57 JohnBeanTech JBT .4 29 108.31 –0.95 .10 127.75 74.01 LiveNationEnt LYV ... dd 108.55 –5.83 ...
10.34 9.75 FortressCap FCAX.UT ... ... 9.86 ... ... 527.06 386.37 Grainger GWW 1.4 24 472.26 –15.75 1.62 228.66 175.50 HuntingIngalls HII 2.3 15 206.07 –11.97 1.18 179.92 155.72 J&J JNJ 2.5 22 169.35 –0.13 1.06 10.00 9.55 LiveOakCrestA LOCC ... ... 9.66 +0.05 ...
10.08 9.50 FortressCapA FCAX ... 86 9.78 ... ... 44.31 27.84 GraniteConstr GVA 1.6 cc 31.79 +2.21 .13 41.65 24.10 Huntsman HUN 2.2 8 38.00 +0.09 .2125 81.77 58.15 JohnsonControls JCI 2.2 28 60.48 –2.44 .35 10.30 9.80 LiveOakCrestview LOCC.UT ... ... 9.87 +0.01 ...
1.54 0.46 FortressCapWt FCAX.WT ... ... .48 ... ... 15.92 10.67 GranitePointMtg GPMT 9.1 10 11.00 –0.12 .25 108.10 67.70 HyattHotels H ... dd 90.45 –0.14 ... 275.77 167.06 JonesLang JLL ... 12 223.60 +0.25 ... 2.00 0.51 LiveOakCrestWt LOCC.WT ... ... .78 –0.03 ...
34.79 20.90 FortressTransport FTAI 5.8 dd 22.86 +0.78 .33 83.81 59.60 GraniteREIT GRP.UT 3.2 5 74.57 +0.44 .2028 14.80 3.33 Hyliion HYLN ... dd 3.90 +0.13 ... 52.30 6.82 JumiaTech JMIA ... dd 7.25 –0.69 ... 10.40 9.76 LiveOakMobility LOKM.UT ... ... 9.95 +0.11 ...
10.48 9.80 FortressValueIII FVT.UT ... ... 9.85 –0.02 ... 21.76 16.94 GraphicPkg GPK 1.6 28 18.95 –1.34 .075 98.21 33.60 HysterYaleMatls HY 3.8 dd 34.31 –2.04 .3225 10.31 10.07 JuniperII JUN.UT ... ... 10.09 ... ... 9.87 9.56 LiveOakMobilityA LOKM ... ... 9.74 +0.01 ...
10.14 9.65 FortressVal III A FVT ... ... 9.78 –0.01 ... 25.24 17.53 GrayTelevision GTN 1.4 57 22.99 +0.18 .08 10.12 9.72 JuniperII A JUN ... ... 9.88 –0.01 ... 1.75 0.40 LiveOakMobilWt LOKM.WT ... ... .42 –0.09 ...
0.43
1.51
10.15
0.43
9.65
FortressVal III Wt
FortressValueIV
FVT.WT
FVIV.UT
...
...
...
...
.43
9.75
–0.05
–0.02
...
...
23.75
14.74
16.68
10.83
GrayTelevision A
GreatAjax
GTN.A
AJX
1.5
9.2
52
8
20.75
11.34
–2.24
+0.13
.08
.26 I 0.85
36.03 24.37
JuniperII Wt
JuniperNetworks
JUN.WT
JNPR
...
2.5
...
44
.45
33.14
–0.03
–1.01
...
.21
33.04
58.74
15.48
34.90
Livent
LiveRamp
LTHM
RAMP
...
...
dd
dd
22.86
34.96
+2.53
–6.07
...
...
10.23 9.50 FortressValueIV A FVIV ... 62 9.72 –0.02 ... 32.25 19.82 GreenBrickPtrs GRBK ... 6 21.55 –1.23 ... 3.08 0.46 JupaiHoldings JP ... dd .46 –0.06 ... 3.00 2.09 LloydsBanking LYG 3.0 6 2.31 +0.06 .037
1.75 0.46 FortressValueIV Wt FVIV.WT ... ... .48 –0.04 ... 54.90 23.09 GreenDot GDOT ... 30 25.08 +0.28 ... 64.55 31.32 IAA IAA ... 16 35.67 +0.42 ... 23.26 3.55 loanDepot LDI 8.7 5 3.67 –0.37 .08
7.98
114.01
2.91
80.34
FortunaSilver
FortBrandsHome
FSM
FBHS
...
1.3
13
15
4.27
83.88
+0.20
–0.91
...
.28
51.89
20.32
36.19
13.25
Greenbrier
Greenhill
GBX
GHL
2.1
2.5
32
10
51.24
16.17
+2.98
–0.95
.27
.10
22.34
12.21
14.30
5.75
ICICI Bank
ICL Group
IBN
ICL
.3
1.4
21
18
17.61
11.07
+0.15
–0.43
.0547
.1318 K 12.87
2.00
4.40
0.48
LocalBounti
LocalBountiWt
LOCL
LOCL.WT
...
...
...
...
6.87
1.27
+1.13
+0.40
...
...
28.50 14.71 ForumEnergyTech FET ... dd 24.92 +3.99 ... 16.50 4.93 GreenTree GHG 10.4 13 5.10 –0.23 .53 114.19 93.66 IDACORP IDA 2.7 23 110.03 –0.72 .75 479.99 324.23 LockheedMartin LMT 2.6 19 439.04 –19.11 2.80
30.10 25.54 FourCornersProp FCPT 4.9 24 27.00 –0.28 .3325 72.00 53.44 Greif A GEF 3.1 9 58.79 –1.40 .46 67.30 20.89 IDT IDT ... 10 31.38 –1.49 ... 22.10 11.76 KAR Auction KAR ... cc 17.67 –0.22 ... 63.19 50.27 Loews L .4 10 60.88 ... .0625
2.64 0.53 FourSeasonsEduc FEDU ... dd .57 –0.02 ... 71.30 53.45 Greif B GEF.B 4.8 6 57.69 –0.70 .69 18.48 10.04 IHS Holding IHS ... 31 10.11 –0.52 ... 55.31 42.29 KB Fin KB 4.2 5 44.04 –2.20 .6391 8.26 5.15 LomaNegra LOMA ... 10 5.73 +0.38 ...
168.37 115.85 Franco-Nevada FNV .8 41 158.05 –0.19 .32 29.42 20.63 Griffon GFF 1.6 17 21.92 –1.43 .09 15.97 8.97 ING Groep ING 6.4 ... 9.35 –0.37 .5626 52.48 33.94 KB Home KBH 1.6 6 37.89 –1.01 .15 10.58 9.68 LongviewII LGV.UT ... ... 9.84 +0.04 ...
17.74 12.45 FrankBSPRealty FBRT 9.8 dd 13.01 +0.46 .355 212.23 143.00 Group1Auto GPI .7 6 187.46 –0.49 .36 4.83 3.10 INNOVATE VATE ... dd 3.58 +0.32 ... 56.07 30.95 KBR KBR .9 cc 55.41 +0.19 .12 10.25 9.68 LongviewII A LGV ... dd 9.77 +0.05 ...
52.52 25.57 FranklinCovey FC ... 33 42.18 –1.85 ... 155.68 98.64 GpoAeroportuar PAC .0 29 126.19 –7.28 1.9241 29.71 18.42 Invesco IVZ 3.4 7 20.04 +1.09 .17 72.49 9.77 KE Holdings BEKE ... 53 10.04 –4.46 ... 1.95 0.30 LongviewII Wt LGV.WT ... ... .40 –0.02 ...
38.27 26.49 FranklinRscs BEN 4.3 7 27.26 –0.94 .29 228.19 164.11 GpoAeroportSur ASR ... 26 190.80 –12.17 ... 10.14 9.64 IonAcqn3 IACC ... ... 9.71 –0.01 ... 10.22 9.86 KKR Acqn I KAHC.UT ... ... 9.90 –0.03 ... 79.77 49.20 LouisianaPacific LPX 1.3 5 66.35 –3.09 .22
11.27 9.78 FreedomAcqnI FACT.UT ... ... 9.83 –0.02 ... 6.62 5.05 GpoAvalAcc AVAL 4.7 7 5.40 –0.12 .0212 3.25 0.38 IONGeophysical IO ... dd 1.05 +0.25 ... 10.03 9.65 KKRAcqnI A KAHC ... ... 9.74 –0.01 ... 263.31 169.23 Lowe's LOW 1.4 19 222.21 –1.86 .80
10.30 9.60 FreedomI A FACT ... 66 9.76 +0.01 ... 2.89 1.61 GpoSupervielle SUPV ... dd 1.95 +0.05 ... 285.61 184.31 IQVIA IQV ... 43 213.61 –13.39 ... 1.53 0.50 KKRAcqnI Wt KAHC.WT ... ... .69 –0.01 ... 5.13 2.72 Luby's LUB .0 dd 2.78 –0.02 2.00
1.55 0.44 FreedomI Wt FACT.WT ... ... .46 –0.02 ... 15.06 8.50 GrupoTelevisa TV .8 17 9.83 –0.16 .0881 5.09 3.48 IRSA IRS ... dd 4.88 +0.03 ... 83.90 46.95 KKR KKR 1.1 7 52.29 –3.60 .145 15.60 4.19 LufaxHolding LU 6.8 5 4.68 –0.34 .32
50.46 29.45 FreeportMcM FCX .6 16 46.93 –3.18 .075 31.12 16.05 Guess GES 5.2 7 17.37 –2.37 .225 2.76 0.14 IRSA Wt IRS.WT ... ... .30 +0.01 ... 23.42 18.39 KKR RealEstFin KREF 8.7 9 19.80 –0.89 .43 15.45 9.31 LumenTech LUMN 9.4 6 10.68 +0.13 .25
42.45 28.75 FreseniusMed FMS ... 16 31.32 +1.79 ... 130.95 81.38 Guidewire GWRE ... dd 86.57 –2.07 ... 105.54 75.18 ITT ITT 1.4 21 76.30 –3.59 .264 11.15 4.59 KoreGroup KORE ... dd 5.08 +0.08 ... 4.48 2.95 LumentFinance LFT 11.3 11 3.20 +0.17 .09
36.57 24.10 FreshDelMonte FDP 2.2 15 24.51 –2.08 .15 16.61 10.73 GuildHldgs GHLD .0 2 11.44 –0.83 1.00 3.85 2.16 IamGold IAG ... dd 3.39 +0.06 ... 1.75 0.48 KoreGroupWt KORE.WT ... ... .74 +0.05 ... 23.91 15.34 Luxfer LXFR 2.6 24 19.51 +2.30 .125
10.43 6.10 Frontline FRO ... dd 8.28 –1.16 ... 88.86 58.71 GulfportEnergy GPOR ... 52 76.79 +0.84 ... 10.67 9.80 IberePharm IBER.UT ... ... 9.84 –0.02 ... 15.35 11.61 KT KT 4.0 7 12.78 –0.26 .5639 118.02 84.17 LyondellBasell LYB 4.4 6 103.43 +6.30 1.13
35.10 6.21 fuboTV FUBO ... dd 6.60 –0.77 ... 9.95 9.60 IberePharmA IBER ... cc 9.76 +0.01 ... 240.47 163.17 Kadant KAI .5 27 196.81 +0.06 .26
0.16 6.40
22.80
81.73
5.12
57.84
FullTruck
FullerHB
YMM
FUL
...
1.0
dd
20
5.18
65.19
–3.39
–0.96
...
.1675 H 1.00
10.28 10.00
IberePharmWt
IconicSports
IBER.WT
ICNC.UT
...
...
...
...
.20
10.15
–0.01
...
...
...
18.68
6.87 0.95
Kaleyra
KaleyraWt
KLR
KLR.WT
...
...
dd
...
6.43
.97
–0.33
–0.12
...
... M
10.05 9.72 FusionAcqnII FSNB.UT ... ... 9.84 –0.01 ... 10.05 9.83 IconicSportsA ICNC ... ... 9.97 –0.02 ... 57.36 33.93 Kaman KAMN 1.9 27 41.89 +0.55 .20
9.85 9.60 FusionAcqnIIA FSNB ... ... 9.76 +0.01 ... 272.26 181.91 HCA Healthcare HCA .8 13 267.00 +1.59 .56 0.60 0.31 IconicSportsWt ICNC.WT ... ... .31 –0.10 ... 68.60 59.40 Kellogg K 3.9 14 59.85 –5.10 .58 186.95 128.46 M&T Bank MTB 2.8 12 172.22 –4.00 1.20
1.09 0.22 FusionAcqnIIWt FSNB.WT ... ... .24 –0.05 ... 139.80 57.51 HCI Group HCI 2.4 cc 66.91 +8.50 .40 240.33 181.66 IDEX IEX 1.1 32 189.64 –2.52 .54 83.98 48.27 Kemper KMPR 2.3 dd 53.07 +0.76 .31 17.90 8.53 MBIA MBI ... dd 13.61 –0.49 ...
16.49 6.85 FutureFuel FF 2.9 39 8.40 +0.63 .06 83.06 54.25 HDFC Bank HDB ... 22 56.87 –0.37 ... 16.88 1.81 iHuman IH ... dd 1.83 –0.20 ... 43.04 28.68 Kennametal KMT 2.8 20 28.98 –1.43 .20 63.86 39.21 MDC Holdings MDC 4.7 5 42.92 –1.44 .50
10.00 9.60 HH&L Acqn HHLA ... dd 9.77 ... ... 249.81 202.80 IllinoisToolWks ITW 2.4 24 203.86 –8.27 1.22 24.81 18.75 KennedyWilson KW 4.2 10 22.70 +0.71 .24 10.30 9.73 MDH Acqn MDH.UT ... ... 9.82 +0.02 ...
0.29 61.95
G 1.14 HH&L Acqn Wt HHLA.WT ... ... .30 –0.06 ... 23.72 13.60 Imax IMAX ... dd 17.05 –2.99 ... 28.72 KenonHoldings KEN ... 5 60.79 +4.77 ... 9.93 9.60 MDH Acqn A MDH ... 85 9.75 +0.01 ...
10.71 9.86 HIG Acqn HIGA.UT ... ... 9.93 –0.02 ... 7.40 2.42 IndependenceContr ICD ... dd 5.50 +1.19 ... 1.12 0.45 KensingtonV Wt KCGI.WT ... ... .58 –0.05 ... 1.01 0.12 MDH Acqn Wt MDH.WT ... ... .19 +0.02 ...
10.20 9.60 H.I.G.AcqnA HIGA ... dd 9.84 +0.01 ... 27.27 14.25 IndepRealty IRT .3 68 25.64 –0.95 .0209 11.19 7.60 KensingtonCapIV KCAC.UT ... ... 10.00 +0.05 ... 35.02 25.18 MDU Rscs MDU 3.5 13 25.19 –1.27 .2175
29.94 17.54 GAMCO Investors GBL .8 8 20.67 –0.62 .04 1.44 0.30 H.I.G.AcqnWt HIGA.WT ... ... .31 –0.04 ... 9.98 9.80 IndlHumanCap AXH ... ... 9.98 ... ... 10.97 9.95 KensingtonCapAcqnV KCGI.UT ... ... 10.33 ... ... 4.90 3.80 MFA Financial MFA 10.6 6 4.15 +0.15 .11
120.15 84.50 GATX GATX 1.7 30 119.93 +5.48 .52 46.93 34.84 HNI HNI 3.5 26 35.92 –2.88 .31 0.70 0.14 IndlHumanCapWt AXH.WT ... ... .19 +0.01 ... 10.38 9.71 KensingtonCapV A KCGI ... ... 9.90 +0.01 ... 16.85 12.18 MGIC Investment MTG 2.3 8 13.86 –0.76 .08
10.00 9.66 G&P Acqn A GAPA ... 44 9.91 +0.01 ... 39.65 26.11 HP HPQ 2.8 6 36.29 –0.06 .25 47.80 36.98 IndustrsBachoco IBA 2.2 8 38.00 –0.49 .4249 27.17 17.90 KeyCorp KEY 3.4 9 22.92 –0.30 .195 43.19 31.81 MGMGrowthProp MGP 5.7 27 36.83 –1.01 .525
1.00 0.11 G&P Acqn Wt GAPA.WT ... ... .18 –0.08 ... 10.06 9.60 HPX A HPX ... dd 9.91 +0.01 ... 10.07 9.72 InfiniteAcqnA NFNT ... ... 9.87 +0.02 ... 209.08 133.68 KeysightTechs KEYS ... 28 145.87 –5.80 ... 51.17 35.57 MGM Resorts MGM .0 16 40.11 –1.43 .0025
32.28 20.76 GCPAppliedTechs GCP ... cc 31.37 –0.33 ... 10.72 9.96 HPX Un HPX.UT ... ... 9.96 ... ... 10.30 9.95 InfiniteAcqnUn NFNT.UT ... ... 10.01 –0.04 ... 74.78 60.37 KilroyRealty KRC 2.8 14 73.29 +1.42 .52 74.85 44.02 MI Homes MHO ... 4 48.65 –2.80 ...
11.00 4.96 GEO Group GEO ... 10 5.53 –0.23 ... 1.20 0.09 HPX Wt HPX.WT ... ... .14 –0.11 ... 0.70 0.30 InfiniteAcqnWt NFNT.WT ... ... .34 –0.07 ... 17.10 9.77 KimbellRoyalty KRP 8.3 31 15.83 –0.29 .37 28.55 7.28 MinisoGroup MNSO ... 25 7.33 –1.87 ...
43.71 25.91 GFLEnvironmental GFL .2 dd 28.58 +0.46 .011 38.61 24.31 HSBC HSBC 4.0 10 31.12 –0.11 .90 9.98 9.83 InFinTAcqnA IFIN ... ... 9.95 –0.03 ... 10.17 10.02 KimbellTiger TGR.UT ... ... 10.07 +0.01 ... 2.58 0.27 MOGU MOGU ... dd .27 –0.03 ...
97.17 60.29 GFL Env Un GFLU 4.6 ... 65.83 +1.98 .75 26.98 3.66 HUYA HUYA ... 5 3.66 –0.75 ... 10.15 9.95 InFinTAcqnUn IFIN.UT ... ... 10.07 –0.03 ... 145.79 117.42 KimberlyClark KMB 3.9 22 117.53 –11.60 1.16 34.59 24.27 MPLX MPLX 8.5 12 33.36 +0.87 .705
61.79 37.16 GMS GMS ... 10 51.15 +2.49 ... 121.99 43.50 Haemonetic HAE ... cc 53.83 –4.52 ... 0.55 0.15 InFinTAcqnWt IFIN.WT ... ... .17 ... ... 25.62 17.89 KimcoRealty KIM 3.2 15 23.71 –0.02 .19 53.03 23.18 MP Materials MP ... 62 43.73 +4.78 ...
10.29 9.51 GoAcqnA GOAC ... 36 9.89 ... ... 19.97 9.61 Hagerty HGTY ... dd 13.88 –1.36 ... 40.13 16.97 Informatica INFA ... dd 16.99 –0.66 ... 19.29 15.01 KinderMorgan KMI 6.0 23 18.10 –0.74 .27 12.34 6.38 MRC Global MRC ... dd 11.36 +0.13 ...
10.81 9.87 GOAcquisitionUn GOAC.UT ... ... 9.94 –0.01 ... 6.88 0.54 HagertyWt HGTY.WT ... ... 4.10 –0.82 ... 26.39 17.24 Infosys INFY 1.0 35 24.01 +1.55 .2012 5.80 4.07 KingswayFin KFS ... dd 5.51 +0.01 ... 172.31 127.59 MSA Safety MSA 1.4 cc 128.04 –11.94 .44
1.57 0.15 GoAcqnWt GOAC.WT ... ... .18 –0.12 ... 39.38 17.82 Halliburton HAL 1.3 23 37.41 +3.28 .12 62.64 44.85 IngersollRand IR .2 27 47.59 +1.26 .02 11.23 10.10 KingswoodAcqn KWAC.UT ... ... 10.34 +0.02 ... 679.85 403.60 MSCI MSCI .9 53 456.63 –41.15 1.04
11.43 4.78 GOL Linhas GOL ... dd 5.20 –0.69 ... 26.00 11.25 HamiltonBeach HBB 3.5 8 11.52 –1.37 .10 89.55 56.31 Ingevity NGVT ... 22 63.61 +0.52 ... 10.20 9.77 KingswoodA KWAC ... dd 10.19 ... ... 96.23 74.20 MSC Industrial MSM 3.9 18 76.57 –2.94 .75
10.20 9.79 GSquaredII GSQB.UT ... ... 9.86 –0.04 ... 22.82 14.51 Hanesbrands HBI 3.9 72 15.50 +0.03 .15 101.89 81.25 Ingredion INGR 3.1 49 83.00 –2.23 .65 0.84 0.11 KingswoodWt KWAC.WT ... ... .14 –0.03 ... 10.83 9.50 M3-BrigadeII MBAC.UT ... ... 9.90 +0.08 ...
9.95 9.64 GSquaredIIA GSQB ... ... 9.76 –0.02 ... 26.69 16.16 Hanger HNGR ... 18 19.08 –0.02 ... 288.02 162.81 InnovativeIndProp IIPR 3.2 41 186.91 +4.43 1.50 8.34 4.90 KinrossGold KGC 2.1 32 5.63 +0.15 .03 10.39 9.27 M3-Brigade II A MBAC ... dd 9.75 +0.01 ...
0.92 0.33 GSquaredIIWt GSQB.WT ... ... .33 –0.12 ... 65.74 34.66 HannonArmstrong HASI 3.2 31 47.19 –1.90 .375 10.36 3.53 Innovid CTV ... ... 7.00 +2.72 ... 245.17 153.12 KinsaleCapital KNSL .2 32 209.82 –6.91 .13 1.79 0.34 M3-BrigadeIIWt MBAC.WT ... ... .36 ... ...
10.22 9.71 G Squared I GSQD.UT ... ... 9.91 –0.01 ... 144.64 121.69 HanoverIns THG 2.2 12 139.48 –3.89 .75 1.92 0.25 InnovidWt CTV.WT ... ... 1.27 +0.76 ... 75.08 47.58 Kirby KEX ... dd 72.59 +2.75 ... 10.25 9.88 M3-BrigadeIII MBSC.UT ... ... 10.01 –0.02 ...
10.02 9.07 GSquaredI A GSQD ... dd 9.82 –0.04 ... 52.06 32.13 HarleyDavidson HOG 1.6 9 38.51 –0.44 .1575 10.27 9.83 InsightAcqn INAQ.UT ... ... 9.91 –0.04 ... 23.18 18.37 KiteRealty KRG 3.4 dd 22.30 –0.35 .20 10.03 9.65 M3-BrigadeIII A MBSC ... ... 9.92 +0.01 ...
1.45 0.31 GSquaredI Wt GSQD.WT ... ... .31 –0.14 ... 5.76 3.00 HarmonyGold HMY 1.9 74 5.24 +0.15 .026 10.00 9.69 InsightAcqnA INAQ ... ... 9.80 +0.02 ... 62.29 44.00 Knight-Swift KNX .9 12 51.37 –3.10 .12 0.74 0.30 M3-BrigadeIIIWt MBSC.WT ... ... .30 –0.06 ...
105.92 48.38 GXO Logistics GXO ... 49 65.80 –8.39 ... 23.73 10.42 Harsco HSC ... dd 13.54 +0.89 ... 0.75 0.33 InsightAcqnWt INAQ.WT ... ... .35 –0.03 ... 10.02 9.92 KnightSwanAcqn KNSW.UT ... ... 10.01 +0.03 ... 15.14 4.16 MV Oil MVO 10.6 17 12.08 +0.20 .41
0.28 0.19 GabelliUtilityRt GUT.RTWI ... ... .20 ... ... 78.17 54.79 HartfordFinl HIG 2.3 10 66.95 –0.52 .385 129.32 78.88 Insperity NSP 2.1 27 86.90 –2.99 .45 20.34 12.34 KnotOffshore KNOP 13.1 ... 15.86 +0.11 .52 33.97 11.27 Mytheresa MYTE ... dd 11.69 –0.51 ...
171.21 120.04 Gallagher AJG 1.3 35 153.62 –6.25 .51 52.84 26.36 HavertyFurn HVT 3.5 6 28.35 –1.26 .25 286.29 159.18 InspireMedical INSP ... dd 213.95 –19.88 ... 23.81 18.20 Knowles KN ... 13 21.22 –0.11 ... 22.88 11.04 Macerich MAC 4.2 dd 14.38 –0.77 .15
344.66 86.29 GameStop GME ... dd 92.69 –18.97 ... 51.91 26.34 HavertyFurn A HVT.A 3.3 6 28.27 –1.88 .23 141.43 90.00 InstalledBldg IBP 1.3 25 99.46 +1.18 .90 64.80 43.67 Kohl's KSS 3.7 8 53.94 –4.83 .50 40.85 3.53 MacquarieInfr MIC ... dd 3.72 –0.02 ...
7.05 3.66 Gannett GCI ... dd 4.27 –0.40 ... 45.97 37.94 HawaiianElec HE 3.4 19 41.62 –0.43 .35 46.50 28.68 InsteelInds IIIN .3 9 38.69 +0.76 .03 61.23 29.14 KoninklijkePhil PHG 2.7 7 30.85 +0.35 .9641 37.95 14.76 Macy's M 2.7 5 23.64 –1.16 .1575

High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. NYSE CUMULATIVE DAILY BREADTH vs DJIA
111.39 60.26 MSG Entertainment MSGE ... dd 75.90 +3.25 ... 10.00 9.86 NaborsEnerA NETC ... ... 9.96 +0.01 ... 11.71 1.49 OnionGlobal OG ... ... 1.49 –0.06 ...
203.37 152.42 MSG Sports MSGS ... 75 168.08 +4.24 ... 10.26 10.02 NaborsEnerTransUn NETC.UT ... ... 10.13 –0.02 ... 106.09 56.56 OntoInnovation ONTO ... 27 77.93 –0.71 ...
53.85 41.77 MagellanMid MMP 8.6 11 48.32 –1.14 1.0375 0.75 0.36 NaborsEnerWt NETC.WT ... ... .42 +0.03 ... 24.89 14.50 Ooma OOMA ... dd 14.85 –0.12 ... Taking Five: NYSE Composite breadth fell for a fifth week, while the
104.28 54.60 MagnaIntl MGA 3.1 12 58.10 –4.35 .45 171.26 65.58 NaborsIndustries NBR ... dd 159.21 +18.76 ... 55.75 38.81 Oppenheimer A OPY 1.4 4 42.65 –0.77 .15
26.98 15.80 Magnachip MX ... 14 16.30 –0.84 ... 37.88 6.30 NamTaiProperty NTP ... 6 6.33 –0.48 ... 11.40 2.98 OppFi OPFI ... 4 3.43 +0.27 ... S&P 500 dropped 2.9% as Russia’s war on Ukraine escalated. Losing
25.21 10.29 MagnoliaOil MGY 1.2 10 22.48 –1.32 .20 48.24 34.11 NatlBankHoldings NBHC 2.2 14 41.86 +0.11 .23 3.24 0.47 OppFiWt OPFI.WT ... ... .50 +0.02 ...
10.17 9.56 MagnumOpusA OPA ... dd 9.92 –0.01 ... 68.20 47.85 NationalFuelGas NFG 2.7 15 66.89 +1.50 .455 106.34 65.86 Oracle ORCL 1.6 23 77.82 +1.33 .32 stocks outpaced winners by more than 5 to 2 on the NYSE.
... 25 26
1.63
47.13
0.47
37.43
MagnumOpusWt
MainStreetCap
OPA.WT
MAIN
...
6.4 8
.99
40.24
–0.14
–2.46
...
.215
76.77
78.56
57.65
50.88
NationalGrid
NatlHealthInv
NGG
NHI
4.7
6.3 23
72.72
57.44
–1.36
+1.60
1.1573
.90
13.09
6.22
9.85
3.09
Orange
OrchidIslandCap
ORAN
ORC
...
19.2 dd
11.38
3.44
+0.02
+0.26
...
.055 BREADTH DJIA
20.86 12.04 ManchesterUnited MANU 1.4 dd 12.60 +0.26 .09 107.89 76.40 NatlPrestoInds NPK 1.3 15 79.63 –1.72 3.50 39.48 27.25 Organon OGN 3.1 7 35.83 –2.99 .28
28.33 14.73 Manitowoc MTW ... 51 15.55 –0.42 ... 50.33 40.65 NatlRetailProp NNN 4.9 29 43.19 –0.20 .53 22.45 14.05 OrionEngCarbons OEC .5 7 16.11 +0.52 .0207 609000 36500
10.25 6.07 Manning&Napier MN 2.5 7 8.11 –0.10 .05 70.04 38.73 NatlStorage NSA 3.3 63 59.98 –2.23 .50 6.67 2.15 OrionGroup ORN ... dd 2.50 +0.31 ... BREADTH 586,810
125.07 84.32 Manpower MAN 2.9 13 87.71 –7.55 1.26 23.73 7.30 Natura&Co NTCO ... 58 8.41 –0.28 ... 32.25 15.77 OrionOffice ONL ... ... 16.79 +0.38 ... s
22.25
25.70
17.66
9.70
ManulifeFin
MarathonOil
MFC
MRO
4.5
.9 19
7 19.83
23.17
+0.08
–0.64
.0395
.07
14.04
21.99
8.50
9.88
NaturalGasSvcs
NaturalGrocers
NGS
NGVC
...
2.4
dd
15
12.55
16.86
–0.04
–2.54
...
.10
112.91
87.79
79.51
60.32
Orix
OrmatTech ORA
IX 3.4
.6 71
9 92.64
78.48
–3.09
+7.10
1.4528
.12
603200 35700
81.39 50.19 MarathonPetrol MPC 3.0 29 78.51 +0.78 .58 40.48 14.22 NaturalResPtrs NRP 4.6 17 38.96 +0.73 .45 37.00 5.72 OscarHealth OSCR ... dd 8.02 +0.90 ...
52.25 32.67 Marcus&Millichap MMI 1.1 13 45.31 –3.18 .25 23.11 9.42 Natuzzi NTZ ... dd 10.43 +0.15 ... 137.47 95.79 Oshkosh OSK 1.4 18 106.85 +0.55 .37
24.71 14.42 Marcus MCS ... dd 17.16 –0.67 ... 7.00 4.99 NatWest NWG ... 8 5.38 –0.03 ... 9.90 9.56 OsirisAcqn OSI ... 52 9.72 +0.02 ... 597400 34900
18.80 10.81 MarineProducts MPX 4.0 14 11.96 –0.67 .12 21.85 4.33 Nautilus NLS ... 6 4.34 –0.24 ... 1.10 0.28 OsirisAcqnWt OSI.WT ... ... .28 –0.04 ...
70.89 40.64 MarineMax HZO ... 6 43.10 –2.15 ... 12.46 7.84 NavigatorHldgs NVGS ... 54 11.22 +0.83 ... 15.12 10.64 OsiskoGoldRoyal OR 1.2 dd 14.30 +0.60 .0427
1343.56 1103.38 Markel MKL ... 7 1301.66 +42.42 ... 15.42 2.85 NaviosMaritime NM ... 1 3.76 +0.09 ... 92.84 65.52 OtisWorldwide OTIS 1.3 25 72.40 –5.56 .24 DJIA s
13.87 3.08 Markforged MKFG ... dd 3.17 +0.05 ... 37.16 20.52 NaviosMaritime NMM .5 1 36.49 +5.04 .05 14.99 2.85 Ouster OUST ... dd 3.24 +0.32 ... 591600 34100
3.67 0.46 MarkforgedWt MKFG.WT ... ... .63 +0.05 ... 58.77 31.46 Neenah NP 5.3 dd 35.62 +1.78 .475 4.34 0.40 OusterWt OUST.WT ... ... .69 +0.10 ...
190.73 133.49 MarriottVacations VAC 1.6 cc 151.44 +2.69 .62 99.79 71.35 Nelnet NNI 1.1 8 84.37 +1.67 .24 28.99 20.49 OutfrontMedia OUT 4.4 dd 27.46 +0.80 .30
175.12 116.48 Marsh&McLen MMC 1.4 24 149.59 –6.90 .535 16.14 7.95 NeoPhotonics NPTN ... dd 15.10 –0.03 ... 3.04 1.64 OverseasShip OSG ... dd 2.19 +0.09 ...
446.46 312.42 MartinMarietta MLM .7 33 370.88 –4.05 .61 13.49 3.78 NerdyA NRDY ... 5 4.25 +0.06 ... 50.87 21.07 Ovintiv OVV 1.7 9 45.93 –2.72 .20 585800 33300
71.06 51.59 Masco MAS 2.1 33 53.73 –1.10 .28 2.80 0.66 NerdyWt NRDY.WT ... ... .79 –0.10 ... 49.16 29.85 Owens&Minor OMI .0 13 39.51 –3.23 .0025
10.08 9.77 MasonIndlTech MIT.UT ... ... 9.80 –0.05 ... 26.93 17.52 Netstreit NTST 3.7 cc 21.52 –0.74 .20 109.90 79.35 OwensCorning OC 1.6 9 89.80 +2.94 .35
9.90
1.00
9.41
0.21
MasonIndlTechA
MasonIndlTechWt
MIT
MIT.WT
...
...
37
...
9.74
.25
...
–0.14
...
...
182.45
46.09
60.59
34.41
Nevro
NewJerseyRscs
NVRO
NJR
...
3.3
dd
29
64.09
44.03
–5.41
–1.22
...
.3625
15.14
11.43
13.47
1.59
OwlRock
Owlet
ORCC
OWLT
8.6
... dd
9 14.40
2.27
–0.44
–0.20
.31
...
580000 32500
132.22 85.17 MasoniteIntl DOOR ... 25 93.38 –0.09 ... 18.00 0.97 NewOrientalEduc EDU ... 5 1.02 –0.17 ... 1.55 0.22 OwletWt OWLT.WT ... ... .33 +0.06 ... A M J J A S O N D J F M
122.33 71.85 MasTec MTZ ... 19 85.38 +10.48 ... 129.70 51.52 NewRelic NEWR ... dd 58.48 –2.71 ... 114.47 76.21 OxfordIndustries OXM 2.0 15 83.30 –2.03 .42
401.50 305.61 Mastercard MA .6 37 324.79 –5.97 .49 11.81 8.98 NewResidInvt NRZ 9.8 7 10.25 +0.05 .25 In generating this chart, we subtract each day's NYSE composite declines from that day's advances. The resultant total is
57.50
96.00
21.55
63.88
MatadorRscs
Materion
MTDR
MTRN
.4
.6
11
25
53.27
87.03
–0.30
+4.25
.05
.12
14.80
14.33
5.79
10.78
NewYorkCityReit
NY CmntyBcp
NYC
NYCB
3.4
6.1
dd
9
11.63
11.09
–1.08
–0.24
.10
.17 PQ added to the next day's total, and so on. When all five days' numbers are added together, this produces the weekly figure we
plot. Dec. 31, 1985 =1000.
112.39 59.65 Matson MATX 1.1 5 108.29 +1.27 .30 56.19 37.27 NYTimes A NYT .8 35 45.36 –0.66 .09
12.43 9.24 MauiLand MLP ... dd 10.65 –0.05 ... 405.86 296.05 NewMarket NEU 2.6 18 318.74 –14.13 2.10 25.88 7.24 PBF Energy PBF ... 13 25.28 +5.07 ...
48.90 22.92 MaxarTech MAXR .1 69 32.52 –0.53 .01 80.75 52.60 Newmont NEM 2.9 53 76.89 +2.61 .55 16.70 10.65 PBF Logistics PBFX 8.8 6 13.65 +0.04 .30
96.05 72.94 Maximus MMS 1.5 16 73.02 –5.70 .28 4.81 1.92 NewparkResources NR ... dd 4.70 +0.90 ... 13.19 8.24 PG&E PCG ... dd 10.78 –0.42 ... 52-Week Tick Div 52-Week Tick Div
22.16 9.59 MayvilleEngg MEC ... dd 10.07 –0.06 ... 12.86 6.50 NexaResources NEXA 3.5 8 9.34 +0.64 .3775 122.56 86.26 PG&EUn PCGU 5.3 ... 103.40 –3.00 1.375 High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
107.35 77.85 McCormick MKC 1.5 34 96.52 –6.89 .37 6.50 3.27 NexGenEnergy NXE ... dd 5.58 +0.50 ... 28.11 17.57 PGT Innovations PGTI ... 40 21.06 –0.94 ...
107.02 77.05 McCormickVtg MKC.V 1.5 35 98.43 –5.29 .37 23.97 17.84 NexPointRealEst NREF 8.9 6 22.41 +0.59 .50 4.37 1.96 PHX Minerals PHX 2.1 cc 2.83 –0.19 .015 10.50 9.69 PivotalInvIII PICC.UT ... ... 9.81 +0.01 ... 142.06 100.44 RalphLauren RL 2.6 16 107.54 –8.51 .6875
271.15 211.42 McDonalds MCD 2.4 23 226.87 –8.94 1.38 92.29 44.00 NexPointResidentl NXRT 1.7 cc 89.13 –2.15 .38 89.50 54.48 PJT Partners PJT 1.7 15 59.56 +1.14 .25 10.25 9.61 PivotalInvtIII A PICC ... 86 9.76 ... ... 28.36 8.47 RangeResources RRC ... 17 27.53 +1.05 ...
1.71 0.73 McEwenMining MUX ... dd .89 +0.09 ... 18.59 4.86 Nextdoor KIND ... dd 5.31 –0.08 ... 38.69 23.71 PLDT PHI 3.5 14 34.54 –0.66 .8117 1.32 0.30 PivotalInvtIII Wt PICC.WT ... ... .35 –0.03 ... 12.35 4.90 RangerEnergySvcs RNGR ... dd 10.22 +0.07 ...
284.28 180.42 McKesson MCK .7 32 281.23 –0.59 .47 93.73 69.79 NextEraEnergy NEE 2.1 44 79.30 –0.91 .425 11.00 9.84 PMV Consumer PMVC.UT ... ... 9.93 –0.04 ... 99.60 67.89 PlanetFitness PLNT ... cc 81.87 +2.44 ... 42.97 17.63 Ranpak PACK ... dd 20.66 –0.93 ...
70.33 10.22 MediaAlpha MAX ... dd 13.36 +0.22 ... 58.26 47.04 NextEra6.219%Un NEE.PRQ 6.2 ... 50.44 –0.23 .7774 10.15 9.63 PMV Consumer PMVC ... 52 9.87 +0.01 ... 12.15 4.28 PlanetLabs PL ... dd 4.70 –0.04 ... 117.37 77.81 RaymondJames RJF 1.4 13 96.13 –3.76 .34
24.13 19.39 MedicalProp MPW 5.8 18 20.15 –0.34 .29 68.29 53.39 NextEraEnergyUn NEE.PRO 4.2 ... 58.20 –0.43 .609 1.25 0.18 PMV Consumer Wt PMVC.WT ... ... .18 –0.05 ... 4.90 1.03 PlanetLabsWt PL.WT ... ... 1.11 –0.18 ... 11.16 4.55 RayonierAdvMatls RYAM ... 7 6.41 +0.16 ...
336.99 166.27 Medifast MED 3.3 12 172.75 –13.48 1.42 57.67 47.10 NextEraEnergyUn NEE.PRP 5.3 ... 49.96 –0.23 .6599 228.14 168.44 PNC Fin PNC 2.7 14 182.15 –2.72 1.25 45.77 22.69 Plantronics POLY ... 20 26.23 –0.74 ... 43.45 30.82 Rayonier RYN 2.5 39 42.58 +2.18 .27
35.67 22.31 Mednax MD ... 15 23.52 +0.53 ... 88.80 63.59 NextEraEnergy NEP 3.4 44 79.42 –0.72 .7075 50.11 43.84 PNM Resources PNM 3.0 20 45.72 –0.12 .3475 11.32 5.97 PlayAGS AGS ... dd 6.91 –0.75 ... 104.34 74.63 RaytheonTech RTX 2.1 38 96.92 –2.67 .51
135.89 98.38 Medtronic MDT 2.4 29 103.82 –4.49 .63 9.60 3.06 NexTierOilfield NEX ... dd 8.94 +0.66 ... 92.19 54.20 POSCO PKX 5.3 4 56.44 –2.66 .9327 32.37 16.16 PlymouthIndREIT PLYM 3.3 dd 26.52 –0.67 .22 16.78 13.08 ReadyCapital RC 10.9 7 15.37 –0.02 .42
14.87 5.96 MemberCollect MCG ... dd 7.10 –0.04 ... 28.42 16.02 NielsenHoldings NLSN 1.4 13 17.51 +0.61 .06 182.97 111.32 PPG Ind PPG 2.0 20 120.23 –3.72 .59 147.73 100.52 Polaris PII 2.4 14 106.44 –11.32 .64 21.03 13.97 Realogy RLGY ... 5 15.49 –1.52 ...
91.40 69.46 Merck MRK 3.5 15 78.26 +0.43 .65 179.10 120.80 Nike NKE 1.0 32 122.63 –8.55 .305 30.72 25.27 PPL PPL 3.0 cc 26.27 –0.18 .20 10.24 9.70 Pontem PNTM.UT ... ... 9.85 –0.03 ... 72.55 59.49 RealtyIncome O 4.5 69 65.35 –1.47 .236
67.88 50.37 MercuryGeneral MCY 4.8 12 53.45 –0.52 .635 8.10 0.79 NineEnergy NINE ... dd 3.29 +1.49 ... 56.73 25.33 ProgHoldings PRG ... 8 27.62 –1.63 ... 9.88 9.43 PontemA PNTM ... 52 9.77 ... ... 11.39 9.81 RedBallAcqn RBAC.UT ... ... 10.13 –0.07 ...
29.00 16.08 MeridianLink MLNK ... dd 18.74 +0.53 ... 30.54 22.28 NiSource NI 3.2 23 29.79 –0.69 .235 10.30 9.95 PROOFAcqnIUn PACI.UT ... ... 10.02 +0.02 ... 1.32 0.25 PontemWt PNTM.WT ... ... .28 –0.03 ... 10.70 9.69 RedBallAcqnA RBAC ... cc 9.92 ... ...
125.01 84.05 MeritageHomes MTH ... 5 94.77 –3.96 ... 116.37 101.47 NiSourceUn NIMC 5.9 ... 113.86 –2.33 1.9375 0.55 0.28 ProofAcqnIWt PACI.WT ... ... .29 ... ... 55.38 45.40 PortlandGenElec POR 3.2 20 54.10 +0.28 .43 1.98 0.58 RedBallAcqnWt RBAC.WT ... ... .72 –0.08 ...
36.24 20.50 Meritor MTOR ... 12 35.34 –0.23 ... 49.88 20.75 NoahHoldings NOAH ... dd 21.39 –2.06 ... 10.05 9.79 ProofAcqnIA PACI ... ... 9.87 –0.01 ... 80.69 64.28 PostHoldings POST ... 75 66.71 –3.86 ... 16.98 4.25 Redwire RDW ... dd 5.97 +0.30 ...
10.60 4.16 MesaRoyalty MTR 5.7 32 9.42 +0.82 .1094 33.07 20.34 Noble NE ... 5 32.38 +2.06 ... 50.90 23.08 PROS PRO ... dd 29.38 +0.13 ... 11.04 9.76 PostHldgsPtr PSPC.UT ... ... 9.88 –0.02 ... 7.88 0.95 RedwireWt RDW.WT ... ... 1.60 +0.09 ...
39.61 20.02 MesabiTrust MSB 15.5 6 26.79 –1.96 1.75 6.40 3.90 Nokia NOK ... 14 4.81 +0.01 ... 189.23 147.03 PSBusinessParks PSB 2.7 11 156.91 –4.85 1.05 10.21 9.45 PostHldgsA PSPC ... ... 9.66 –0.04 ... 14.17 9.71 RedwoodTrust RWT 7.2 5 10.77 +0.49 .23
10.00 9.57 MetalsAcqn MTAL ... ... 9.63 +0.01 ... 31.85 20.11 NomadFoods NOMD ... 17 20.35 –2.56 ... 17.14 9.26 P10 PX ... 95 11.70 –0.39 ... 2.23 0.52 PostHldgsWt PSPC.WT ... ... .65 +0.09 ... 176.91 125.42 RegalRexnord RRX .9 30 154.93 –0.50 .33
11.00 9.71 MetalsAcqn MTAL.UT ... ... 9.77 ... ... 10.00 5.56 NomadRoyalty NSR 2.3 dd 6.78 –0.14 .0392 125.42 66.10 PVH PVH .2 10 72.52 –6.64 .0375 21.27 15.76 PostalRealty PSTL 5.0 cc 18.17 –0.02 .2275 67.60 33.21 RegionalMgmt RM 2.7 5 44.33 –5.12 .30
1.04 0.42 MetalsAcqnWt MTAL.WT ... ... .55 +0.05 ... 6.72 4.09 NomuraHoldings NMR 4.4 dd 4.15 –0.23 .0865 156.54 124.78 PackagingCpAm PKG 2.7 17 149.75 +0.14 1.00 36.56 12.35 PowerSchool PWSC ... dd 17.01 +1.24 ... 25.57 18.02 RegionsFin RF 3.1 9 21.91 –0.70 .17
50.20 39.03 MethodeElec MEI 1.3 14 43.44 +0.62 .14 4.05 1.40 NordicAmTankers NAT 2.5 dd 2.02 –0.25 .01 50.33 26.53 PagerDuty PD ... dd 26.59 –3.07 ... 68.34 19.65 PrecisionDrilling PDS ... dd 67.20 +8.69 ... 13.92 1.30 Regis RGS ... dd 1.88 +0.27 ...
72.55 55.21 MetLife MET 3.0 9 64.20 +0.22 .48 46.45 18.65 Nordstrom JWN ... 22 22.99 –1.27 ... 61.65 11.81 PagSeguroDig PAGS ... 18 12.61 –0.80 ... 25.80 9.13 PrefApartment APTS 2.8 dd 25.32 –0.14 .175 134.93 94.32 ReinsGrp RGA 2.9 11 101.07 –1.92 .73
115.78 48.24 MetropolitanBk MCB ... 16 100.59 +5.26 ... 299.20 238.62 NorfolkSouthern NSC 1.6 22 267.34 –17.23 1.24 29.29 9.74 PalantirTech PLTR ... dd 11.39 +0.43 ... 63.83 42.70 PrestigeCnsHlth PBH ... 15 56.06 –3.03 ... 194.91 135.46 RelianceSteel RS 1.9 9 188.23 –0.63 .875
1714.75 1057.53 MettlerToledo MTD ... 40 1311.22 –77.56 ... 17.79 10.29 NorthAmConstr NOA 1.7 12 14.80 –0.73 .0324 24.66 13.14 PampaEnergia PAM ... 5 22.85 –1.08 ... 10.71 9.85 PrimaveraCap PV.UT ... ... 9.88 –0.01 ... 175.12 134.70 RenaissanceRe RNR 1.0 dd 141.02 –3.51 .37
8.19 4.32 MicroFocus MFGP 5.4 dd 4.62 +0.12 .203 17.89 3.93 NoEuroOil NRT 4.9 21 13.95 –1.79 .25 20.18 11.72 ParPacific PARR ... dd 12.82 +0.53 ... 10.25 9.56 PrimaveraCapA PV ... ... 9.79 +0.01 ... 26.30 20.67 RenaissancePfdG RNR.PRG 5.1 ... 20.67 –0.66 .2625
231.63 137.00 MidAmApt MAA 2.1 45 208.47 –5.79 1.0875 10.29 9.51 NorthernGenIII NGC ... ... 9.73 –0.01 ... 86.27 33.21 ParTechnology PAR ... dd 37.56 –0.78 ... 1.54 0.22 PrimaveraCapWt PV.WT ... ... .23 –0.07 ... 16.84 4.53 ReneSola SOL ... 38 6.33 +0.94 ...
47.57 27.64 MillerIndustries MLR 2.6 20 28.14 –2.04 .18 11.28 9.75 NorthernGenesisIII NGC.UT ... ... 9.85 ... ... 10.71 9.91 ParabellumAcqn PRBM.UT ... ... 10.04 +0.06 ... 10.59 9.87 PrimeImpactI PIAI.UT ... ... 9.91 +0.02 ... 28.38 7.25 Renren RENN ... ... 22.06 +1.55 ...
88.62 62.24 MineralsTechs MTX .3 13 64.36 –2.46 .05 1.69 0.49 NorthernGenIII Wt NGC.WT ... ... .52 –0.06 ... 10.05 9.73 ParabellumAcqn PRBM ... ... 9.83 +0.01 ... 10.02 9.60 PrimeImpactI A PIAI ... 58 9.85 –0.01 ... 145.98 94.06 RepublicSvcs RSG 1.5 31 126.54 –3.43 .46
11.95 7.27 MirionTech MIR ... dd 7.83 –0.86 ... 29.10 11.40 NorthernOil&Gas NOG 2.2 dd 24.98 –2.41 .14 0.65 0.25 ParabellumAcqnWt PRBM.WT ... ... .26 –0.02 ... 1.45 0.15 PrimeImpactIWt PIAI.WT ... ... .19 –0.07 ... 33.25 22.29 ResideoTech REZI ... 15 25.27 +0.65 ...
3.62 1.14 MirionTechWt MIR.WT ... ... 1.67 –0.27 ... 10.75 9.71 NorthernStarII NSTB.UT ... ... 9.86 –0.01 ... 25.41 12.84 Paragon28 FNA ... ... 17.43 –0.27 ... 179.51 121.22 Primerica PRI 1.7 13 126.40 +0.97 .55 301.34 184.48 ResMed RMD .7 67 238.07 –16.53 .42
10.12 9.72 MissionAdv MACC.UT ... ... 9.80 –0.01 ... 10.39 9.38 NorthernStrII A NSTB ... dd 9.76 ... ... 11.65 7.79 ParamountGroup PGRE 2.7 dd 10.45 –0.35 .07 20.12 13.34 PrimoWater PRMW 2.1 dd 13.64 –1.04 .07 17.65 8.53 ResoluteForest RFP .0 4 13.94 +1.30 1.00
10.00 9.60 MissionAdvA MACC ... 38 9.75 +0.01 ... 2.50 0.40 NorthernStrII Wt NSTB.WT ... ... .45 –0.03 ... 16.20 12.73 ParkAerospace PKE 2.9 37 13.73 +0.23 .10 29.15 20.00 ProAssurance PRA .8 9 25.11 +0.34 .05 71.12 53.47 RestaurantBrands QSR 3.8 21 56.47 +0.97 .54
0.98 0.17 MissionAdvWt MACC.WT ... ... .17 –0.07 ... 10.19 9.65 NorthernStrIII A NSTC ... cc 9.77 +0.03 ... 24.67 15.77 ParkHotels PK ... dd 18.47 +0.43 ... 108.75 52.07 ProcoreTech PCOR ... dd 52.25 –8.50 ... 28.47 2.92 RetailValue RVI .0 dd 3.32 –0.07 3.27
24.49 14.36 MisterCarWash MCW ... dd 14.89 –0.40 ... 1.79 0.44 NorthernStrIII Wt NSTC.WT ... ... .44 –0.04 ... 340.00 268.51 ParkerHannifin PH 1.5 20 270.98 –12.87 1.03 165.35 127.04 Procter&Gamble PG 2.4 25 143.22 –11.92 .8698 17.65 7.70 Revlon REV ... dd 8.26 –0.50 ...
12.57 6.03 MistrasGroup MG ... 53 6.55 +0.16 ... 10.19 9.64 NorthernStrIV A NSTD ... cc 9.74 +0.01 ... 45.01 29.25 Parsons PSN ... 64 36.70 +0.75 ... 111.85 89.35 Progressive PGR .4 19 105.54 –1.65 .10 89.60 38.82 Revolve RVLV ... 33 44.78 +0.78 ...
6.62 5.15 MitsubishiUFJ MUFG 3.2 7 6.03 +0.07 .1115 2.00 0.34 NorthernStrIV Wt NSTD.WT ... ... .35 –0.09 ... 11.06 3.12 PartyCity PRTY ... dd 3.43 –0.14 ... 169.93 98.62 Prologis PLD 2.1 38 147.83 –3.01 .79 114.50 72.06 RexAmerRes REX ... 17 95.96 +5.27 ...
16.79 10.49 MiXTelematics MIXT 1.6 19 12.03 +0.26 .0498 10.19 9.70 NorthernStarIII NSTC.UT ... ... 9.80 –0.01 ... 558.97 283.91 PaycomSoftware PAYC ... 90 303.22 –15.32 ... 16.05 6.39 ProPetro PUMP ... dd 14.53 +0.65 ... 81.68 48.03 RexfordIndlRealty REXR 1.8 87 68.84 –2.27 .315
3.21 2.33 MizuhoFin MFG 4.1 6 2.60 ... .0574 10.12 9.70 NorthernStarIV NSTD.UT ... ... 9.80 +0.03 ... 39.23 19.70 Paymentus PAY ... cc 19.70 –1.04 ... 83.02 64.40 ProsperityBcshs PB 2.9 13 70.58 –0.48 .52 13.77 9.73 RibbitLeapA LEAP ... 29 9.85 –0.01 ...
42.74 22.55 ModelN MODN ... dd 23.27 –0.42 ... 490.82 300.93 NorthropGrum NOC 1.4 10 436.30 –32.27 1.57 17.25 2.59 Paysafe PSFE ... dd 3.05 +0.06 ... 139.07 45.63 ProtoLabs PRLB ... 42 50.90 –0.51 ... 13.80 9.90 RibbitLeapUn LEAP.UT ... ... 9.92 ... ...
18.54 8.60 ModineMfg MOD ... 8 8.86 –0.52 ... 57.63 43.07 NorthwestNat NWN 3.5 21 55.00 –0.98 .4825 6.13 0.41 PaysafeWt PSFE.WT ... ... .46 –0.05 ... 26.20 20.86 ProvidentFinSvcs PFS 4.1 11 23.47 +0.05 .24 3.77 0.46 RibbitLeapWt LEAP.WT ... ... .50 –0.03 ...
89.99 15.01 Modiv MDV 6.6 63 17.37 ... .0958 33.95 14.90 NorwegCruise NCLH ... dd 17.49 +0.10 ... 27.28 2.61 PeabodyEnergy BTU ... 10 23.02 –3.33 ... 124.22 87.84 PrudentialFin PRU 4.5 5 106.05 –0.38 1.20 11.04 9.90 RiceAcqnII RONI.UT ... ... 9.94 –0.06 ...
77.49 43.73 Moelis MC 5.3 8 45.17 –1.90 .60 18.00 5.07 NouveauMonde NMG ... dd 6.64 –0.45 ... 12.39 7.68 Pearson PSO 2.7 36 10.23 +2.06 .1894 43.60 26.43 Prudential PUK 1.2 dd 27.60 –0.82 .1074 10.75 9.69 RiceAcqnII A RONI ... ... 9.75 –0.06 ...
231.80 121.04 MohawkInds MHK ... 9 131.11 –6.24 ... 95.17 79.09 Novartis NVS 2.6 8 82.37 –2.37 2.1823 26.45 19.35 PebblebrookHotel PEB .2 dd 23.09 +1.36 .01 68.31 56.98 PublicServiceEnt PEG 3.3 dd 65.72 –1.88 .54 1.87 0.62 RiceAcqnII Wt RONI.WT ... ... .71 –0.07 ...
328.11 225.56 MolinaHealthcare MOH ... 28 313.11 –10.52 ... 117.35 66.59 NovoNordisk NVO 1.1 31 101.26 –2.85 1.036 9.95 9.70 PegasusDigA PGSS ... ... 9.88 –0.02 ... 380.42 233.00 PublicStorage PSA 2.2 37 365.99 –11.37 2.00 10.20 10.02 RigelResource RRAC.UT ... ... 10.08 –0.05 ...
70.00 50.02 MolsonCoorsA TAP.A 2.4 14 63.40 +4.00 .38 12.24 6.40 NuHoldings NU ... dd 6.54 –0.62 ... 0.70 0.41 PegasusDigWt PGSS.WT ... ... .41 –0.08 ... 63.91 43.10 PulteGroup PHM 1.3 6 46.39 –2.98 .15 10.46 9.75 RigelResourceA RRAC ... ... 9.90 –0.02 ...
61.48 42.46 MolsonCoorsB TAP 3.0 11 50.82 –0.05 .38 62.70 39.40 NuSkinEnts NUS 3.3 16 46.90 +0.77 .385 37.34 27.63 PembinaPipeline PBA 5.2 23 36.74 +0.45 .1658 35.09 16.79 PureStorage PSTG ... dd 31.67 +2.26 ... 1.25 0.34 RigelResourceWt RRAC.WT ... ... .34 –0.10 ...
11.34 1.91 MoneyLion ML ... 9 2.05 –0.10 ... 140.25 66.92 Nucor NUE 1.5 6 135.25 –3.47 .50 3.47 0.70 PA Reit PEI ... dd .82 –0.03 ... 68.00 1.50 Puxin NEW ... dd 1.57 –0.28 ... 350.39 103.27 RingCentral RNG ... dd 103.44 –10.88 ...
1.70 0.30 MoneyLionWt ML.WT ... ... .32 –0.02 ... 20.73 13.53 NuSTAREnergy NS 9.9 dd 16.20 –0.65 .40 71.52 54.82 PennyMacFin PFSI 1.4 4 55.39 –3.72 .20 10.25 10.07 PyrophyteAcqn PHYT.UT ... ... 10.15 +0.01 ... 95.97 59.58 RioTinto RIO 10.9 6 72.72 –9.16 .62
80.42 38.35 MontroseEnvl MEG ... dd 51.14 +5.10 ... 102.25 52.28 Nutrien NTR 1.9 18 101.40 +6.41 .48 21.53 14.73 PennyMacMtg PMT 11.5 64 16.29 +0.51 .47 10.41 9.85 PyrophyteAcqn PHYT ... ... 9.95 ... ... 40.48 5.48 Riskified RSKD ... ... 5.79 –0.78 ...
407.94 286.12 Moody's MCO .9 26 304.47 –21.37 .70 15.23 4.46 NuvationBio NUVB ... dd 5.32 +0.72 ... 114.34 72.35 PenskeAuto PAG 1.8 7 101.15 +3.13 .47 0.70 0.38 PyrophyteAcqnWt PHYT.WT ... ... .38 –0.08 ... 76.18 48.65 RitchieBros RBA 1.7 42 57.29 +0.14 .25
91.95 67.77 Moog A MOG.A 1.2 16 84.03 +0.82 .26 5.12 0.70 NuvationBioWt NUVB.WT ... ... .76 +0.06 ... 80.40 53.63 Pentair PNR 1.6 16 53.80 –2.77 .21 12.13 7.90 PzenaInvtMgmt PZN 1.5 8 8.12 –0.30 .50 28.90 8.50 RiteAid RAD ... dd 9.10 –0.08 ...
91.82 68.48 Moog B MOG.B 1.2 17 85.00 +7.95 .26 39.53 26.57 nVentElectric NVT 2.0 21 34.41 +0.75 .175 320.00 192.00 Penumbra PEN ... cc 192.20 –30.67 ... 116.01 55.78 Q2Holdings QTWO ... dd 56.00 –4.20 ... 125.77 73.17 RobertHalf RHI 1.6 20 108.81 –8.21 .43
109.73 76.00 MorganStanley MS 3.3 11 85.18 –1.18 .70 59.89 38.82 PerformanceFood PFGC ... cc 47.59 –4.30 ... 58.00 41.32 Qiagen QGEN ... 20 43.94 –2.26 ... 141.60 39.20 Roblox RBLX ... dd 39.24 –3.05 ...
64.71
O 6.94
28.26 Mosaic MOS .7 14 61.92 +2.09 .1125 10.23 9.75 PeridotAcqnII PDOT.UT ... ... 9.84 –0.01 ... 2.95 QuadGraphics QUAD ... 8 5.57 –1.10 ... 27.44 10.55 RocketCos. RKT .0 5 11.04 –3.18 1.01
11.25 8.85 MotiveCapital MOTV.UT ... ... 9.74 –0.41 ... 10.60 9.61 PeridotAcqnIIA PDOT ... ... 9.73 ... ... 276.60 168.56 QuakerHoughton KWR 1.0 25 169.27 –8.76 .415 11.16 9.80 RocketInternet RKTA.UT ... ... 9.82 –0.02 ...
10.20 9.25 MotiveCapA MOTV ... dd 9.44 –0.52 ... 1.65 0.38 PeridotII Wt PDOT.WT ... ... .38 –0.09 ... 10.67 2.29 QuanergySystems QNGY ... 23 2.30 –0.83 ... 10.70 9.60 RocketInternetA RKTA ... ... 9.74 +0.01 ...
1.70 0.54 MotiveCapWt MOTV.WT ... ... .61 –0.01 ... 30.93 19.78 OFGBancorp OFG 2.2 10 27.14 +0.27 .15 15.14 10.63 PerimeterSolns PRM ... ... 11.42 –0.45 ... 2.03 0.21 QuanergySysWt QNGY.WT ... ... .31 –0.04 ... 1.44 0.39 RocketInternetWt RKTA.WT ... ... .46 –0.02 ...
10.09 9.91 MotiveCapII MTVC.UT ... ... 9.95 –0.05 ... 39.86 31.46 OGE Energy OGE 4.2 11 38.69 –1.12 .41 25.50 24.25 PeriphasCap PCPC.UT ... ... 24.65 –0.01 ... 29.02 20.32 QuanexBldg NX 1.4 13 22.95 –0.21 .08 16.99 2.52 RockleyPhotonics RKLY ... dd 4.50 +0.85 ...
10.40 9.75 MotiveCapII A MTVC ... ... 9.85 –0.02 ... 19.46 10.64 O-I Glass OI ... 13 11.80 –0.48 ... 24.86 23.35 PeriphasCapA PCPC ... cc 24.44 –0.10 ... 124.95 80.39 QuantaServices PWR .2 37 123.32 +14.15 .07 4.19 0.51 RockleyPhotonicsWt RKLY.WT ... ... .95 +0.23 ...
1.00 0.27 MotiveCapII Wt MTVC.WT ... ... .30 –0.12 ... 89.47 62.52 ONE Gas OGS 2.9 22 86.15 –1.21 .62 2.56 0.59 PeriphasCapWt PCPC.WT ... ... .62 –0.21 ... 11.11 9.76 QuantumFin QFTA.UT ... ... 10.12 –0.03 ... 354.99 250.65 Rockwell ROK 1.7 30 257.01 –12.05 1.12
273.65 176.43 MotorolaSol MSI 1.4 31 221.77 –1.19 .79 69.90 47.01 ONEOK OKE 5.7 20 66.06 –2.36 .935 203.16 120.79 PerkinElmer PKI .2 21 165.89 –10.54 .07 10.22 9.50 QuantumFin QFTA ... dd 9.89 ... ... 54.42 44.19 RogersComm B RCI 2.9 22 53.88 +0.26 .3973
48.66 21.47 Movado MOV 2.9 9 34.33 –2.64 .25 57.97 11.20 ON24 ONTF ... dd 12.34 –0.57 ... 14.69 3.72 PermianBasin PBT 2.1 62 12.41 –1.01 .0292 0.90 0.24 QuantumFinWt QFTA.WT ... ... .27 ... ... 274.17 172.84 Rogers ROG ... 48 273.01 +0.11 ...
63.07 39.00 MuellerIndustries MLI 1.8 7 55.05 –0.50 .25 65.22 13.72 OakStreetHealth OSH ... dd 21.31 –0.90 ... 3.05 1.25 PermianvilleRT PVL 7.7 cc 2.84 +0.12 .041 65.42 13.21 QuantumScape QS ... dd 14.90 +0.61 ... 40.11 28.51 Rollins ROL 1.2 45 32.20 –1.81 .10
17.37 11.89 MuellerWater MWA 1.9 26 12.12 –0.38 .058 10.94 9.79 OaktreeAcqnII OACB.UT ... ... 10.02 –0.02 ... 10.88 4.96 PermRock PRT 7.1 21 9.87 +0.02 .0661 3.24 0.65 Qudian QD ... 1 .72 –0.03 ... 14.61 1.34 RomeoPower RMO ... 45 1.42 +0.05 ...
9.69 3.46 MultiPlan MPLN ... 31 4.90 +0.61 ... 10.35 9.55 OaktreeAcqnII A OACB ... dd 9.88 +0.02 ... 50.90 34.53 Perrigo PRGO 2.8 dd 37.78 +0.55 .26 174.16 120.07 QuestDiag DGX 1.9 9 136.34 –1.31 .66 505.00 384.77 RoperTech ROP .6 42 432.31 –22.27 .62
2.34 0.78 MultiPlanWt MPLN.WT ... ... 1.06 +0.15 ... 1.79 0.42 OaktreeAcqnIIWt OACB.WT ... ... .72 –0.02 ... 28.67 19.54 PershingSquare PSTH ... 22 19.78 –0.01 ... 17.93 5.09 QuotientTech QUOT ... dd 5.88 –0.52 ... 10.75 9.75 RossAcqnII ROSS.UT ... ... 9.88 –0.02 ...
39.41 14.91 MurphyOil MUR 1.6 dd 36.83 –0.52 .15 59.60 21.62 OccidentalPetrol OXY .9 38 57.95 +1.80 .13 13.80 0.73 PershingSquWt PSTH.WT ... ... 1.07 –0.13 ... 10.57 9.50 RossAcqnIIA ROSS ... ... 9.76 –0.01 ...
37.75 57.87
R 0.39
202.20 126.56 MurphyUSA MUSA .7 12 175.30 –5.75 .29 8.35 OccidentalPetrolWt OXY.WT ... ... 36.16 +1.71 ... 34.53 PetroChina PTR 6.1 10 49.55 –6.29 1.7891 1.50 RossAcqnIIWt ROSS.WT ... ... .40 –0.02 ...
9.95 9.60 MusicAcqnA TMAC ... cc 9.75 +0.01 ... 18.20 9.41 OceaneeringIntl OII ... dd 16.47 +1.30 ... 15.12 7.74 PetroleoBrasil PBR 14.3 5 13.76 –0.75 .381 119.41 91.14 RoyalBkCanada RY 3.5 12 108.38 –0.32 .9431
1.01 0.20 MusicAcqnWt TMAC.WT ... ... .21 –0.06 ... 41.92 22.34 OcwenFinancial OCN ... 13 24.38 –2.42 ... 14.02 7.79 PetroleoBrasilA PBR.A 15.4 4 12.76 –0.66 .381 98.27 61.45 RoyalCaribbean RCL ... dd 68.43 –1.17 ...
23.63 15.82 MyersIndustries MYE 3.0 22 17.91 +1.31 .135 20.97 2.96 Offerpad OPAD ... 30 4.00 –0.57 ... 61.71 34.51 Pfizer PFE 3.2 13 50.27 +1.62 .40 10.15 9.95 RCF Acqn RCFA.UT ... ... 10.10 –0.02 ... 21.83 7.47 RushStreetInt RSI ... dd 7.91 –0.13 ...
27.43 11.30 MyovantSciences MYOV ... dd 11.97 –0.09 ... 3.50 0.32 OfferpadWt OPAD.WT ... ... .61 –0.14 ... 112.48 85.64 PhilipMorris PM 5.6 15 88.87 –10.93 1.25 10.31 9.73 RCF Acqn A RCFA ... ... 9.90 –0.01 ... 42.43 25.57 RyanSpecialty RYAN ... cc 39.60 –0.88 ...
38.09 27.00 OilDriAmerica ODC 4.0 25 27.00 –2.49 .27 94.34 63.19 Phillips66 PSX 4.6 27 80.77 –3.53 .92 0.76 0.40 RCF Acqn Wt RCFA.WT ... ... .41 –0.04 ... 93.05 67.58 RyderSystem R 2.9 8 79.19 +0.16 .58
0.62
N 33.63
9.30 4.42 OilStatesIntl OIS ... dd 7.41 +1.53 ... 2.83 PhoenixNewMedia FENG ... 1 .62 –0.06 ... 32.71 23.88 RELX RELX 2.5 26 27.33 –2.58 .482 13.39 RyersonHolding RYI 1.3 4 31.69 –0.14 .085
27.19 21.34 OldRepublic ORI 3.6 5 25.71 –0.69 .23 76.10 25.19 Phreesia PHR ... dd 26.43 –2.14 ... 42.88 26.05 RE/MAX RMAX 3.2 dd 28.73 –0.01 .23 96.69 68.64 RymanHospitality RHP ... dd 89.41 +3.14 ...
64.76 32.76 Olin OLN 1.6 6 48.67 +1.02 .20 19.59 16.07 PhysiciansRealty DOC 5.5 44 16.78 –0.43 .23 22.23 11.20 REV REVG 1.5 20 13.28 –0.35 .05
11.63 321.78
NC 2.6 4 29.88 –0.79 .1975
S
44.00 20.05 NACCO Inds 49.00 Olo OLO ... dd 12.30 –0.06 ... 20.35 15.67 PiedmontOfficeA PDM 5.0 dd 16.74 –0.37 .21 744.56 RH RH ... 15 325.08 –41.50 ...
16.00 9.36 N-able NABL ... cc 10.27 –0.42 ... 39.31 26.92 OmegaHealthcare OHI 9.3 17 28.73 +0.43 .67 11.67 9.83 PineIslandAcqn PIPP.UT ... ... 10.02 +0.03 ... 117.84 96.22 RLI RLI 1.0 17 104.04 +0.59 .25
50.00 33.91 NCR NCR ... 65 37.47 +0.95 ... 10.08 9.60 OmnichannelA OCA ... dd 9.94 –0.01 ... 11.01 9.68 PineIslandA PIPP ... 39 9.87 +0.04 ... 17.51 11.92 RLJ Lodging RLJ .3 dd 13.29 +0.05 .01
3.21 1.38 NGL Energy NGL ... dd 2.39 +0.07 ... 1.25 0.20 OmnichannelWt OCA.WT ... ... .20 –0.02 ... 2.07 0.44 PineIslandWt PIPP.WT ... ... .52 +0.02 ... 20.65 1.33 RLX Tech RLX ... 10 1.49 –1.14 ... 151.48 104.14 SAP SAP 2.7 20 107.68 +1.58 2.2599
55.13 16.07 NIO NIO ... dd 16.07 –2.56 ... 91.61 65.76 Omnicom OMC 3.7 12 76.25 –3.48 .70 30.25 17.60 PingIdentity PING ... dd 18.38 –1.71 ... 11.79 3.33 RPC RES ... cc 11.46 +1.83 ... 484.21 341.30 S&P Global SPGI .9 30 379.68 –27.87 .85
8.50 5.21 NL Industries NL ... 6 6.61 –0.27 ... 55.87 20.61 OnHolding ONON ... cc 22.02 +0.05 ... 88.54 62.78 PinnacleWest PNW 4.6 13 73.76 –0.69 .85 101.48 75.11 RPM RPM 2.0 22 78.73 –2.65 .40 9.80 8.74 SDCLEDGEAcqn SEDA ... ... 9.70 –0.06 ...
24.06 11.46 NOV NOV .9 dd 21.15 +2.83 .05 36.60 20.95 OneLiberty OLP 5.8 18 30.95 +0.60 .45 88.83 22.31 Pinterest PINS ... 51 23.08 –1.10 ... 14.99 11.09 RPTRealty RPT 3.9 20 13.29 –0.19 .13 10.44 9.85 SDCLEDGEAcqnUn SEDA.UT ... ... 9.98 +0.05 ...
11.98 6.83 NOW DNOW ... cc 10.75 +0.31 ... 19.60 1.25 OneConnectFinTech OCFT ... dd 1.26 –0.08 ... 246.49 133.73 PioneerNatRscs PXD 4.6 28 232.49 –8.67 3.00 5.91 0.80 RYBEducation RYB ... 2 .88 –0.42 ... 0.75 0.40 SDCLEDGEAcqnWt SEDA.WT ... ... .40 –0.09 ...
46.10 31.94 NRG Energy NRG 3.6 4 38.48 +0.92 .35 63.19 42.13 OneMain OMF 8.8 4 42.94 –3.31 .95 193.60 105.50 PiperSandler PIPR 1.7 8 124.28 –12.04 4.50 25.31 19.17 RadianGroup RDN 3.4 7 23.39 –0.48 .20 6.28 3.08 SeacorMarine SMHI ... 30 5.88 +0.44 ...
5982.45 4363.32 NVR NVR ... 15 4752.54 –167.27 ... 83.25 1.24 OneSmartIntl ONE ... ... 1.49 –0.86 ... 10.06 4.37 PitneyBowes PBI 4.1 cc 4.92 +0.07 .05 66.44 2.28 Rafael RFL ... dd 2.29 –0.20 ... 11.47 4.30 SES AI SES ... 95 6.84 +2.44 ...

4.00 0.81 SES AI Wt SES.WT ... ... 1.27 +0.38 ... 55.17 19.73 SonidaSrLiving SNDA ... 1 33.32 –1.33 ... 19.64 8.57 TalosEnergy TALO ... dd 15.69 –2.40 ... 27.50 18.01 UMH Prop UMH 3.2 55 24.85 +0.36 .20 21.63 13.04 WabashNational WNC 2.0 cc 15.62 –1.50 .08
10.67 6.67 SFL SFL 7.9 dd 10.13 –0.18 .20 69.83 54.34 SonocoProducts SON 3.2 dd 55.65 –1.51 .45 22.51 14.89 Tanger SKT 4.3 cc 17.12 +0.12 .1825 59.32 40.53 Unitil UTL 3.0 22 51.51 –3.49 .39 99.17 73.43 Wabtec WAB .7 30 89.04 –2.52 .15
10.56 6.74 SignaSports SSU ... dd 8.50 +1.27 ... 133.75 91.75 Sony SONY .2 15 97.31 –1.16 .2441 49.67 31.71 Tapestry TPR 2.9 12 34.35 –2.10 .25 18.14 13.84 USA Compression USAC 11.8 dd 17.84 –0.11 .525 156.77 95.01 Walker&Dunlop WD 1.8 16 132.53 –2.93 .60
1.95 0.31 SignaSportsWt SSU.WT ... ... .55 +0.06 ... 35.32 20.75 SoJerseyInd SJI 3.6 21 34.86 +0.26 .31 72.03 29.95 TargaResources TRGP 2.0 dd 68.51 –1.02 .35 39.96 25.44 US Cellular USM ... 17 29.98 +1.52 ... 27.50 7.28 Wallbox WBX ... ... 13.07 +1.10 ...
27.94 19.60 SINOPEC SHI 6.9 4 19.62 –1.93 1.5567 71.52 47.22 SouthJerseyUn SJIV 6.2 ... 70.73 +0.75 1.0938 268.98 176.68 Target TGT 1.7 15 206.97 –17.13 .90 8.27 4.75 USD Partners USDP 8.6 7 5.66 –0.03 .121 6.40 0.80 WallboxWt WBX.WT ... ... 3.54 +0.50 ...
17.61 12.51 SITE Centers SITC 3.2 32 16.07 +0.07 .13 69.77 58.53 Southern SO 3.8 30 68.69 +1.11 .66 79.89 43.29 TaroPharm TARO ... cc 46.54 –1.21 ... 42.10 30.02 US Foods USFD ... 64 34.43 –2.00 ... 152.57 129.90 Walmart WMT 1.6 29 142.07 –0.75 .56
73.69 58.27 SJW Group SJW 2.2 33 66.17 –1.88 .36 53.99 49.43 SouthernUnA SOLN 6.4 ... 52.64 +0.58 .8438 35.38 18.48 TataMotors TTM ... dd 26.20 –0.13 ... 11.74 9.81 USHG Acqn HUGS.UT ... ... 10.41 –0.18 ... 1.53 0.66 WarburgPinI-A Wt WPCA.WT ... ... .66 –0.13 ...
55.30 24.35 SK Telecom SKM 7.2 14 25.30 –0.05 .3867 83.29 54.92 SoCopper SCCO 4.9 17 74.07 –2.53 1.00 35.51 22.64 TaylorMorrison TMHC ... 6 30.09 –2.24 ... 10.94 9.60 USHG Acqn A HUGS ... 86 10.07 –0.16 ... 2.02 0.60 WarburgPinI-B Wt WPCB.WT ... ... .60 ... ...
88.27 68.34 SLGreenRealty SLG 4.7 12 79.06 +0.08 .3108 9.99 9.76 SouthportAcqnA PORT ... ... 9.91 +0.04 ... 12.72 0.52 Team TISI ... dd 1.14 +0.28 ... 2.50 0.70 USHG Acqn Wt HUGS.WT ... ... 1.00 –0.03 ... 10.83 9.86 WarburgPincusI-A WPCA.UT ... ... 9.88 –0.02 ...
43.69 14.79 SM Energy SM .1 cc 38.02 –1.87 .01 0.45 0.27 SouthportAcqnWt PORT.WT ... ... .28 –0.07 ... 10.70 5.55 TechnipFMC FTI ... cc 7.47 +0.02 ... 123.38 84.43 US PhysTherapy USPH 1.7 39 94.56 –1.64 .41 11.00 9.66 WarburgPincusI-A WPCA ... ... 9.78 –0.01 ...
10.95 10.08 SoarTech FLYA.UT ... ... 10.19 –0.01 ... 64.75 36.75 SouthwestAir LUV ... 25 40.24 –0.44 ... 42.38 17.31 TeckRscsB TECK .9 10 41.86 +0.37 .3925 16.93 7.23 US Silica SLCA ... dd 15.91 +1.78 ... 11.19 9.84 WarburgPincusI-B WPCB.UT ... ... 9.87 –0.03 ...
10.31 9.95 SoarTechAcqnA FLYA ... ... 10.10 ... ... 76.27 62.54 SouthwestGas SWX 3.4 21 72.59 –1.04 .62 4.17 2.56 Teekay TK ... 48 3.15 –0.11 ... 12.33 3.07 US Xpress USX ... 21 4.25 –0.01 ... 10.02 9.63 WarburgPincusI-B A WPCB ... dd 9.76 +0.01 ...
0.80 0.39 SoarTechAcqnWt FLYA.WT ... ... .39 –0.09 ... 6.15 3.81 SouthwesternEner SWN ... dd 5.54 +0.16 ... 16.09 9.89 TeekayTankers TNK ... dd 12.90 –1.16 ... 10.98 3.93 UWM UWMC 9.2 7 4.37 +0.21 .10 60.30 22.59 WarbyParker WRBY ... dd 24.37 –1.31 ...
8.86 0.56 SOS SOS ... 2 .61 –0.06 ... 12.06 9.03 SpartanAcqnIII SPAQ.UT ... ... 10.02 +0.25 ... 21.69 14.79 TejonRanch TRC ... 87 17.57 –0.32 ... 2.50 0.31 UWM Wt UWMC.WT ... ... .39 +0.01 ... 42.95 15.07 WarriorMetCoal HCC .6 14 41.70 +3.35 .06
68.24 47.05 SPX SPXC ... 36 48.51 –0.46 ... 11.89 9.09 SpartanAcqnIII A SPAQ ... dd 9.88 +0.04 ... 206.17 54.42 TeladocHealth TDOC ... dd 54.61 –12.17 ... 61.50 28.28 Uber UBER ... dd 30.76 +0.93 ... 10.22 9.71 WarriorTech WARR.UT ... ... 9.99 –0.21 ...
88.55 60.59 SPX FLOW FLOW .4 53 85.73 +0.15 .09 1.80 0.78 SpartanAcqnIII Wt SPAQ.WT ... ... .94 +0.09 ... 6.55 4.39 TelecomArgentina TEO 23.9 dd 5.20 +0.29 .4025 401.81 225.14 Ubiquiti UI 1.0 29 249.91 +0.65 .60 10.00 9.55 WarriorTechA WARR ... ... 9.86 +0.01 ...
16.17 4.22 SQZ Biotech SQZ ... dd 4.35 –0.14 ... 107.22 75.66 SpectrumBrands SPB 2.0 28 85.70 –2.61 .42 465.40 383.54 TeledyneTech TDY ... 42 420.40 –29.63 ... 90.00 26.09 UiPath PATH ... dd 26.21 –2.09 ... 1.04 0.20 WarriorTechWt WARR.WT ... ... .24 –0.01 ...
48.27 32.34 STAG Indl STAG 3.7 35 39.52 –0.52 .1217 19.50 1.93 SpireGlobal SPIR ... dd 2.02 +0.01 ... 449.38 289.00 Teleflex TFX .4 33 335.99 –13.99 .34 4.34 2.18 UltraparPart UGP 2.6 17 2.47 –0.31 ... 27.05 22.09 WashingtonREIT WRE 2.8 cc 24.45 +0.65 .17
9.98 9.69 ST Ener I A STET ... ... 9.85 +0.02 ... 2.89 0.22 SpireGlobalWt SPIR.WT ... ... .25 –0.03 ... 10.06 7.62 TelefonicaBras VIV 5.2 14 9.82 +0.21 .0208 27.28 13.70 UnderArmour A UAA ... 20 15.37 +0.11 ... 138.82 101.49 WasteConnections WCN .7 57 134.22 –0.61 .23
10.10 9.90 ST Ener I STET.UT ... ... 10.03 +0.01 ... 77.95 59.60 Spire SR 4.0 16 68.63 –2.16 .685 5.17 4.10 Telefonica TEF 3.9 3 4.29 +0.02 .167 23.00 12.61 UnderArmour C UA ... 18 14.00 –0.09 ... 168.04 118.47 WasteMgt WM 1.7 35 151.47 –6.35 .65
0.66 0.31 ST Ener I Wt STET.WT ... ... .40 ... ... 53.63 35.22 SpiritAeroSys SPR .1 dd 42.76 +0.58 .01 32.25 20.44 TelekmIndonesia TLK 3.9 20 32.19 +1.73 .2153 30.94 17.31 Unifi UFI ... 12 17.41 –1.08 ... 11.77 1.12 Waterdrop WDH ... dd 1.14 –0.32 ...
37.13 28.64 StoreCapital STOR 5.2 30 29.41 –1.39 .385 40.77 18.26 SpiritAirlines SAVE ... dd 19.87 –2.45 ... 26.51 15.69 Telephone&Data TDS 3.8 19 18.85 +0.89 .18 255.87 165.52 Unifirst UNF .7 23 172.33 –5.49 .30 428.22 264.88 Waters WAT ... 28 312.97 –10.04 ...
63.97 29.60 SabineRoyalty SBR 6.9 21 59.92 –0.83 .4672 52.29 41.00 SpiritRealtyCap SRC 5.5 34 46.46 –0.95 .638 50.51 29.05 TempurSealy TPX 1.3 10 31.21 –1.20 .10 61.81 43.11 Unilever UL 4.2 16 43.95 –1.73 .4873 318.98 245.26 Watsco WSO 2.7 27 284.41 +0.53 1.95
5.44 2.12 SafeBulkers SB .0 3 4.62 +0.35 .05 305.60 124.15 Spotify SPOT ... dd 124.29 –10.88 ... 9.96 9.87 10XCapIII A VCXB ... ... 9.96 +0.01 ... 270.14 195.68 UnionPacific UNP 1.8 26 261.52 –3.11 1.18 212.00 113.76 WattsWater WTS .7 29 141.22 –2.32 .26
8.98 5.27 SafeguardSci SFE ... 4 5.32 –0.28 ... 29.43 12.31 SpragueRscs SRLP 10.3 dd 16.80 –0.10 .4338 0.35 0.17 10XCapVentureAcqnIIIWt VCXB.WT ... ... .18 –0.11 ... 28.60 16.66 Unisys UIS ... dd 22.24 +1.62 ... 0.95 0.42 WaverleyCap1 Wt WAVC.WT ... ... .50 ... ...
95.29 54.35 Safehold SAFE 1.2 41 55.23 –1.55 .17 10.41 9.65 SpreeAcqn1 A SHAP ... ... 9.92 ... ... 29.87 18.80 Tenaris TS .0 15 28.35 +2.43 .26 12.68 7.90 UnitedMicro UMC 2.4 11 8.99 –0.25 .2854 10.00 9.72 WaverleyCap1 WAVC.UT ... ... 9.75 ... ...
63.36 34.98 SailPointTechs SAIL ... dd 43.78 –1.47 ... 10.30 9.93 SpreeAcqn1Un SHAP.UT ... ... 9.98 –0.03 ... 32.25 3.44 TencentMusic TME ... 10 3.44 –1.13 ... 57.89 30.61 UnitedNatFoods UNFI ... 9 35.21 –7.12 ... 10.00 9.50 WaverleyCap1 A WAVC ... ... 9.64 –0.01 ...
311.75 184.44 Salesforce.com CRM ... cc 197.90 –5.11 ... 0.53 0.19 SpreeAcqn1 Wt SHAP.WT ... ... .21 ... ... 91.89 49.15 TenetHealthcare THC ... 11 89.04 –2.09 ... 233.72 158.54 UPS B UPS 3.0 14 203.90 –6.49 1.52 355.96 100.57 Wayfair W ... dd 114.45 –10.36 ...
25.66 15.24 SallyBeauty SBH ... 8 16.58 –0.34 ... 26.50 9.62 Sprinklr CXM ... dd 11.22 –0.62 ... 87.40 70.14 Tennant TNC 1.2 23 80.78 +1.39 .25 414.99 285.59 UnitedRentals URI ... 17 322.75 +6.24 ... 22.40 5.35 WeaveComms WEAV ... dd 5.58 –1.01 ...
31.41 14.21 Samsara IOT ... dd 15.15 –0.37 ... 47.91 32.57 Sprott SII 2.2 36 45.97 +2.37 .25 22.75 9.51 Tenneco TEN ... 43 18.18 –0.68 ... 63.57 52.44 US Bancorp USB 3.5 10 52.65 –2.60 .46 20.44 8.56 Weber WEBR 1.6 ... 10.10 –0.97 .04
7.80 3.75 SanJuanBasin SJT 12.1 14 6.99 –0.52 .0857 64.71 18.57 Squarespace SQSP ... dd 24.87 +2.11 ... 59.38 37.05 Teradata TDC ... 34 44.25 –2.05 ... 34.17 17.98 US Steel X .6 2 33.34 +1.92 .05 65.00 45.60 WebsterFin WBS 2.9 13 55.40 –0.55 .40
10.04 9.60 SandbridgeX2 A SBII ... ... 9.75 +0.01 ... 58.09 39.80 St.Joe JOE .7 43 53.81 –2.89 .10 55.60 35.04 Terex TEX 1.4 13 38.42 +0.15 .13 509.23 351.55 UnitedHealth UNH 1.2 27 482.87 –15.78 1.45 13.75 1.15 Weidai WEI ... ... 1.20 –0.43 ...
1.30 0.43 SandbridgeX2Wt SBII.WT ... ... .46 –0.01 ... 55.09 40.33 StandardMotor SMP 2.5 11 42.99 –1.30 .27 53.33 36.30 Terminix TMX ... 41 40.32 –1.31 ... 210.00 76.00 UnitySoftware U ... dd 78.86 –10.15 ... 76.75 49.66 WeisMarkets WMK 1.7 19 75.04 +4.93 .32
17.05 3.50 SandRidgeEnergy SD ... 5 16.13 +0.48 ... 121.45 86.30 StandexInt SXI 1.0 28 104.56 –2.71 .26 86.00 56.17 TerrenoRealty TRNO 2.0 56 68.71 –1.47 .34 31.37 19.92 Univar UNVR ... 11 30.65 +1.39 ... 25.19 14.70 Welbilt WBT ... 48 23.71 –0.04 ...
9.31 5.31 SandstormGold SAND .8 58 8.18 +0.25 .0155 225.00 146.29 StanleyBlackDck SWK 2.2 14 146.46 –15.20 .79 4.49 2.32 TetraTech TTI ... dd 3.50 +0.02 ... 60.95 46.24 Universal UVV 5.7 14 54.80 –2.52 .78 60.30 37.78 WellsFargo WFC 2.1 10 48.47 –0.32 .25
30.25 23.53 SaratogaInvt SAR 9.0 7 27.31 –1.00 .53 131.98 90.71 StanleyB&D Un SWT 5.8 ... 90.71 –5.84 1.3125 11.99 7.30 TevaPharm TEVA ... 20 7.48 +0.02 ... 75.61 55.01 UniversalHealth UHT 4.8 7 59.11 –1.42 .705 92.77 69.29 Welltower WELL 2.7 cc 91.21 +4.13 .61
25.72 12.75 Sasol SSL ... cc 23.36 –0.91 ... 58.50 41.21 Stantec STN 1.1 35 49.65 +0.94 .131 1773.95 946.29 TexasPacLand TPL .9 38 1316.12 +16.97 3.00 165.00 116.23 UniversalHealthB UHS .5 13 150.66 +1.20 .20 140.92 79.10 WescoIntl WCC ... 15 120.00 +5.97 ...
55.44 38.24 SaulCenters BFS 5.0 29 45.99 –1.00 .57 12.03 9.58 StarGroup SGU 5.7 8 10.04 –0.35 .1425 41.89 24.30 Textainer TGH 2.7 7 37.01 +1.46 .25 19.64 11.55 UnivInsurance UVE 5.2 19 12.22 –0.07 .16 102.61 61.36 WestFraserTimber WFG 1.1 4 93.61 –3.65 .25
46.27 24.52 Schlumberger SLB 1.2 32 42.90 +3.96 .125 13.90 5.92 Starrett A SCX ... 4 7.15 –0.10 ... 79.45 51.72 Textron TXT .1 21 69.19 –2.04 .02 9.40 5.34 UnvlTechInst UTI ... 21 8.29 –0.51 ... 475.35 268.42 WestPharmSvcs WST .2 42 363.21 –23.98 .18
27.50 20.48 SchneiderNatl SNDR 1.3 11 25.24 –1.74 .08 9.80 3.80 Startek SRT ... dd 4.11 –0.19 ... 672.34 434.63 ThermoFisherSci TMO .2 27 529.81 –17.51 .30 31.98 22.25 UnumGroup UNM 4.4 7 27.06 –0.46 .30 124.93 76.16 WestAllianceBcp WAL 1.7 10 83.04 –1.78 .35
96.24 63.07 SchwabC SCHW 1.0 28 80.24 +1.01 .20 27.01 22.37 StarwoodProp STWD 8.4 15 22.98 –0.40 .48 21.43 15.59 Thermon THR ... 50 17.58 +0.18 ... 10.72 1.61 UpHealth UPH ... dd 2.08 –0.07 ... 4.19 1.70 WstAstMtgCap WMC 13.8 dd 1.74 ... .06
50.79 27.91 SchweitzerMaud SWM 6.1 10 28.70 –1.91 .44 104.87 76.92 StateStreet STT 2.8 11 82.09 +1.58 .57 123.60 86.16 ThomsonReuters TRI 1.7 9 103.55 –2.75 .445 1.35 0.20 UpHealthWt UPH.WT ... ... .26 –0.03 ... 27.29 17.26 WesternMidstrm WES 5.4 11 24.01 –1.59 .327
98.95 77.65 ScienceApplicat SAIC 1.7 18 88.73 –3.18 .37 43.99 13.65 SteelPartners SPLP ... 10 42.79 +1.13 ... 152.20 80.47 ThorIndustries THO 2.0 5 84.57 –3.18 .43 20.33 14.00 UrbanEdgeProp UE 3.5 21 18.36 –0.17 .16 26.61 15.69 WesternUnion WU 5.5 9 17.21 –0.55 .235
24.67 11.02 ScorpioTankers STNG 2.2 dd 18.08 –0.97 .10 16.85 10.67 Steelcase SCS 5.0 cc 11.52 –0.37 .145 41.48 14.28 3D Systems DDD ... 6 14.44 –0.17 ... 19.97 13.44 UrstadtBiddle UBP 4.8 21 17.70 +0.07 .2145 27.57 22.68 WestlakeChemPtrs WLKP 7.2 11 26.24 +0.03 .4714
254.34 114.98 ScottsMiracleGro SMG 2.3 15 115.05 –23.14 .66 21.99 13.76 Stellantis STLA .0 3 14.59 –0.45 .3813 208.95 139.74 3M MMM 4.2 14 140.96 –5.77 1.49 21.66 16.02 UrstadtProp A UBA 4.7 24 20.23 +0.40 .2375 121.71 78.06 Westlake WLK 1.0 8 119.27 +7.33 .2975
15.14 6.57 ScullyRoyalty SRL .0 14 8.39 –0.55 .18 37.79 7.71 Stem STEM ... dd 8.18 ... ... 20.73 9.75 Tidewater TDW ... dd 20.57 +4.07 ... 107.85 79.92 UsanaHealth USNA ... 14 82.25 –0.85 ... 62.03 40.78 WestRock WRK 2.3 13 43.30 –0.41 .25
0.50 0.36 SculptorAcqnIWt SCUA.WT ... ... .38 –0.03 ... 139.30 95.78 Stepan SCL 1.4 16 95.87 –6.84 .335 2.62 0.51 TidewaterWtA TDW.WTA ... ... .83 +0.11 ... 15.98 4.50 UserTesting USER ... dd 8.77 –1.09 ... 27.01 14.31 Westwood WHG 4.0 12 15.05 –0.72 .15
10.15 9.97 SculptorAcqnI SCUA.UT ... ... 10.05 –0.05 ... 248.30 179.26 Steris STE .8 75 218.76 –26.42 .43 1.90 0.33 TidewaterWtB TDW.WTB ... ... .56 +0.09 ... 30.09 13.50 UtzBrands UTZ 1.4 68 15.03 +1.47 .054 14.97 4.50 WeWork WE ... dd 5.06 +0.29 ...
10.00 9.80 SculptorAcqnIA SCUA ... ... 9.90 +0.02 ... 29.18 14.38 Stevanato STVN ... 25 15.24 –1.44 ... 10.24 9.71 TigaAcqnA TINV ... cc 10.18 ... ... 4.21 0.75 WeWorkWt WE.WT ... ... 1.03 +0.17 ...
11.59 1.79 0.15 TigaAcqnWt TINV.WT ... ... .27 –0.04 ... 43.04 32.65 Weyerhaeuser WY 1.8 11 39.62 +0.32 .18
28.90
372.70 86.35
SculptorCapMgmt
Sea
SCU
SE
28.5
...
dd
dd
12.18
91.04
+0.17
–6.40
.28
...
81.00
83.28
49.04
60.35
StewartInfo
StifelFinancial
STC
SF
2.3
1.9 10
6 65.58
63.88
–0.31
–2.99
.375
.30 17.80
92.39
9.00
59.20
Tilly's
Timken
TLYS
TKR
.0
2.0 13
5 9.30
61.33
–3.26
–2.79
1.00
.30
V 50.34
15.00
36.39
2.95
WheatonPrecMet
WheelsUp
WPM
UP
1.2
...
35
dd
48.10
3.11
+1.37
–0.02
.15
...
20.87 14.85 SeabridgeGold SA ... dd 18.26 +0.12 ... 52.15 34.16 STMicroelec STM .5 17 37.71 +0.08 .06
70.37 44.45 SealedAir SEE 1.2 20 64.77 –1.39 .20 5.37 1.65 StoneMor STON ... dd 2.82 +0.19 ... 20.34 9.32 TimkenSteel TMST ... 6 18.99 –0.48 ... 90.79 51.02 VF VFC 3.7 15 53.50 –1.43 .50 3.14 0.43 WheelsUpWt UP.WT ... ... .52 –0.01 ...
13.92 6.69 TItanIntl TWI ... 18 13.84 +1.51 ... 185.00
72.18 41.94 SeaWorldEnt SEAS ... 20 64.84 –0.13 ... 37.27 13.64 Stoneridge SRI ... cc 18.07 –0.99 ... 15.30 5.51 ViaOptronics VIAO ... dd 8.40 –1.17 ... 257.68 Whirlpool WHR 3.8 7 185.40 –18.49 1.75
10.43 4.37 SelectEnergySvcs WTTR ... dd 9.40 –0.21 ... 38.40 25.55 Stride LRN ... 19 32.29 –0.10 ... 69.93 16.52 Toast TOST ... dd 17.63 –0.26 ... 33.35 26.23 VICI Prop VICI 5.3 15 27.13 –0.74 .36 1243.00 978.51 WhiteMtnIns WTM .1 dd 1041.29 –15.28 1.00
43.60 21.48 SelectMedical SEM 2.1 8 23.96 +0.25 .125 281.16 227.84 Stryker SYK 1.1 48 247.77 –19.33 .695 75.61 47.17 Toll Bros TOL 1.3 7 50.61 –2.52 .20 28.80 8.90 Vizio VZIO ... dd 8.95 –2.13 ... 13.52 7.56 WhitestoneREIT WSR 3.7 59 12.96 –0.35 .04
33.00 2.22 SelectQuote SLQT ... dd 2.23 –0.25 ... 24.41 4.39 StudioCity MSC ... dd 4.85 +0.10 ... 38.06 29.01 TootsieRoll TR 1.1 34 33.01 –1.56 .09 8.04 3.15 VOC Energy VOC 10.1 18 7.23 –0.09 .25 90.89 31.26 WhitingPetrol WLL 1.2 7 80.26 –3.17 .25
157.07 119.56 Sempra SRE 3.0 38 154.21 +2.29 1.145 8 284.07 179.50 TopBuild BLD ... 22 216.12 +6.65 ... 33.36 6.09 VTEX VTEX ... dd 6.70 –0.30 ... 23.93 12.34 WideOpenWest WOW ... 2 17.58 +0.75 ...
92.49 62.38 SturmRuger RGR 5.0 70.64 +0.95 .86
32.48 10.05 Semrush SEMR ... dd 10.19 –1.17 ... 16.39 13.83 SuburbanPropane SPH 8.7 9 14.95 +0.07 .325 118.13 81.15 Toro TTC 1.5 24 81.34 –8.93 .30 7.41 2.06 VaalcoEnergy EGY 2.0 5 6.41 +0.11 .0325 66.04 47.93 Wiley A JW.A 2.7 20 51.37 +1.61 .345
18.55 9.73 SendasDistrib ASAI .8 12 12.71 +0.20 .0432 7.95 6.26 SumitomoMits SMFG 4.5 7 6.57 –0.31 .1752 86.02 62.82 TorontoDomBk TD 3.4 12 76.96 –0.49 .6972 376.24 221.38 VailResorts MTN 1.5 71 241.46 –2.04 .88 65.63 48.90 Wiley B JW.B 2.8 19 50.00 +1.05 .345
65.58 52.11 SensataTechs ST ... 23 52.44 –3.06 ... dd 33.19 7.24 Torrid CURV ... ... 7.52 –0.43 ... 50.81 20.25 Valaris VAL ... dd 48.31 +0.81 ... 34.39 22.59 Williams WMB 5.3 26 31.90 –1.57 .425
11.32 8.22 SummitHotelProp INN ... 10.00 +0.24 ...
106.32 74.43 SensientTech SXT 2.2 27 75.31 –4.07 .41 10.15 9.61 TortoiseEcoIII A TRTL ... ... 9.66 +0.01 ... 9.00 1.50 ValarisWt VAL.WT ... ... 7.20 –0.90 ... 10.04 9.80 WilliamsRowland WRAC ... ... 9.97 +0.01 ...
41.46 25.45 SummitMaterials SUM ... 23 29.82 +0.70 ...
78.53 31.83 SentinelOne S ... dd 32.91 –3.83 ... 1.33 0.43 TortoiseEcoIII Wt TRTL.WT ... ... .48 –0.02 ... 23.18 11.16 Vale VALE 14.0 4 19.07 –1.08 .718 10.71 9.92 WilliamsRowland WRAC.UT ... ... 10.09 +0.04 ...
46.64 14.01 SummitMidstream SMLP ... dd 15.11 +0.05 ...
6.84 3.00 SequansComms SQNS ... ... 3.00 –0.47 ... 211.79 143.79 SunComms SUI 2.0 53 176.44 –5.22 .88
60.04 40.33 TotalEnergies TTE ... 8 49.65 +0.45 ... 12.19 5.34 ValensSemicon VLN ... dd 5.58 –0.07 ... 0.79 0.20 WilliamsRowlandWt WRAC.WT ... ... .25 –0.01 ...
23.70 8.12 SeritageGrowth SRG ... dd 11.47 +0.32 ... 15.33 9.39 TownsquareMedia TSQ ... 12 12.31 +0.74 ... 1.05 0.33 ValensSemiconWt VLN.WT ... ... .48 +0.05 ... 223.32 127.85 Williams-Sonoma WSM 2.0 11 141.13 –10.69 .71
58.49 48.85 SunLifeFinancial SLF 3.3 10 52.94 +0.87 .524
71.71 47.99 ServiceCorp SCI 1.7 13 59.78 –2.13 .25 9.82 5.85 SunCokeEnergy SXC 2.8 17 8.70 –1.03 .06
213.74 149.12 ToyotaMotor TM 2.6 8 158.27 –12.48 1.7622 93.77 58.85 ValeroEnergy VLO 4.3 41 91.67 +5.69 .98 87.53 56.58 Winnebago WGO 1.2 6 58.87 –3.93 .18
32.59 8.45 Traeger COOK ... dd 8.52 –0.77 ... .08 9.96 6.09 Wipro WIT .2 25 7.54 +0.22 .0121
707.60 448.27 ServiceNow NOW ... cc 512.15 –34.92 ... 33.61 17.10 SuncorEnergy SU 4.1 14 31.76 +0.29 .3405 10.05 9.83 TrajectoryAlpha TCOA.UT ... ... 9.94 +0.07 ...
34.60 19.12 Valhi VHI 1.2 8 26.71 +2.00
89.41 57.85 ServisFirst SFBS 1.0 23 87.96 +0.43 .23 dd 265.09 203.31 ValmontInds VMI 1.0 25 228.28 +12.81 .55 142.33 75.06 Wolfspeed WOLF ... dd 92.06 –2.85 ...
18.50 2.93 SunlandsTech STG ... 5.85 –0.10 ...
130.00 58.19 ShakeShack SHAK ... dd 63.70 –4.55 ... 11.30 2.41 SunlightFinl SUNL ... dd 4.25 +0.25 ...
9.99 9.62 TrajectoryAlphaA TCOA ... ... 9.73 –0.07 ...
37.97 25.23 Valvoline VVV 1.7 13 29.50 –1.06 .125 44.74 20.68 WolverineWwide WWW 1.8 28 22.39 +0.17 .10
2.31 0.45 0.30 TrajectoryWt TCOA.WT ... ... .36 +0.01 ... 39.71 26.26 WooriFin WF 3.2 4 33.72 –0.13 .3675
12.81 Shapeways SHPW ... dd 2.35 –0.23 ... 2.30 0.34 SunlightFinWt SUNL.WT ... ... .72 +0.11 ... 31.87 12.25 Vapotherm VAPO ... dd 13.18 –0.90 ...
207.06 142.53 TraneTech TT 1.8 25 148.83 –2.48 .67 173.24 80.00 Workiva WK ... dd 95.19 –2.12 ...
1.63 0.23 ShapewaysWt SHPW.WT ... ... .23 –0.07 ... 46.40 13.90 SunnovaEnergy NOVA ... dd 23.15 +4.58 ... 12.97 8.50 VectorGroup VGR 7.9 7 10.13 –0.86 .20
12.13 8.62 Transalta TAC 1.6 dd 9.82 –0.03 .0358 37.68 24.29 WorldFuelSvcs INT 1.8 23 27.02 –0.45 .12
30.66 18.87 ShawComm B SJR 3.0 19 30.23 +0.09 .0791 46.95 30.83 Sunoco SUN 8.0 8 41.48 –1.14 .8255 42.92 18.61 TrancntlRlty TCI ... 20 38.99 +0.46 ... 59.60 34.40 Vectrus VEC ... 9 34.48 –11.81 ...
16.50 10.76 ShellMidstream SHLX 8.6 11 14.03 –0.06 .30 343.96 174.34 VeevaSystems VEEV ... 66 174.44 –13.25 ... 10.20 9.76 WorldQuantumA WQGA ... ... 9.87 +0.02 ...
13.91 9.93 SunstoneHotelInv SHO ... cc 11.22 +0.66 ...
56.13 36.32 Shell SHEL 2.5 10 50.93 +1.54 .48
688.03 552.72 TransDigm TDG ... 49 623.99 –9.07 ...
13.18 4.88 Velo3D VLD ... dd 7.00 –0.03 ... 0.87 0.39 WorldQuantumWt WQGA.WT ... ... .39 –0.05 ...
12.48 7.08 SuperGroup SGHC ... dd 8.39 +0.29 ... 5.56 2.63 Transocean RIG ... dd 4.73 +0.49 ... 27
354.15 232.93 SherwinWilliams SHW 1.0 33 233.59 –24.90 .60 3.65 0.95 Velo3DWt VLD.WT ... ... 1.45 –0.10 ... 70.72 46.81 WW Ent WWE .8 56.60 –2.09 .12
4.75 0.91 SuperGroupWt SGHC.WT ... ... 1.60 +0.19 ... 6.85 4.05 TransportadGas TGS ... 12 6.38 ... ... 7
104.11 38.88 Shift4Paymts FOUR ... dd 49.79 +5.83 ... 14.00 7.81 VelocityFinl VEL ... 12 11.22 –0.42 ... 75.45 47.79 WorthingtonInds WOR 1.9 58.54 –1.42 .28
9.72 3.53 SuperiorIndsIntl SUP ... dd 4.31 –0.13 ... 125.35 83.47 TransUnion TRU .4 46 95.68 –0.54 .095 32
39.17 29.00 ShinhanFin SHG 4.9 5 29.78 –0.91 1.1545 5.85 1.13 VenatorMaterials VNTR ... dd 1.63 –0.40 ... 93.72 65.00 WyndhamHtls WH 1.5 82.79 –1.73 .32
10.23 9.71 SupernovaPtrsIII STRE.UT ... ... 9.90 –0.02 ... 68.26 46.10 Travel+Leisure TNL 3.0 15 53.70 +2.28 .40
1762.92 511.20 Shopify SHOP ... 24 544.37 –56.47 ... 10.00 9.58 Supernova III A STRE ... dd 9.73 –0.01 ... 175.95 61.09 45.44 Ventas VTR 3.1 cc 58.50 +2.54 .45
10.26
10.19
9.80
10.00
ShoulderUpTechA
ShoulderUpTechUn
SUAC
SUAC.UT
...
...
...
...
9.86
10.06
+0.01
–0.03
...
...
1.50
13.85
0.38
8.37
Supernova III Wt
Suzano
STRE.WT
SUZ
...
1.0
...
10
.40
12.05
–0.07
+0.78
...
.1306
9.38
144.44
7.46
Travelers
TrecoraRscs
TRV
TREC
2.0
...
12
44
173.73
8.78
+0.33
–0.05
.88
... 40.46
19.90
19.28
15.00
Veoneer
VerisResidential
VNE
VRE
...
...
dd
dd
35.40
17.42
...
+0.01
...
...
XYZ
18.20 10.59 Tredegar TG 4.1 11 11.73 –0.09 .12
0.60 0.30 ShoulderUpTechWt SUAC.WT ... ... .35 –0.12 ... 56.20 21.18 Sweetgreen SG ... ... 33.36 +6.58 ... 55.50 32.66 TreeHouseFoods THS ... dd 32.72 –3.37 ... 158.99 37.09 Veritiv VRTV ... 13 118.64 –2.46 ... 17.88 2.41 XFinancial XYF ... 42 2.61 –0.34 ...
128.36 77.38 Shutterstock SSTK 1.1 35 86.63 –3.26 .24 29.15 14.65 Switch SWCH .8 cc 26.65 –0.78 .0525 1.10 0.10 TrepontAcqnI Wt TACA.WT ... ... .13 –0.06 ... 59.85 49.69 Verizon VZ 4.8 10 53.04 –2.07 .64 13.71 1.52 XL Fleet XL ... 12 2.21 +0.31 ...
20.68 11.15 Sibanye-Stillwater SBSW 7.5 6 17.70 –2.41 .4936 40.04 23.10 Sylvamo SLVM ... ... 34.01 +3.22 ... 10.49 10.02 TrepontAcqnI TACA.UT ... ... 10.10 +0.04 ... 23.93 5.51 VermilionEnergy VET .8 4 22.45 +2.75 .047 90.78 59.22 XPO Logistics XPO ... 24 70.48 +3.74 ...
111.92 50.01 SignetJewelers SIG 1.1 6 65.73 –1.96 .18 52.49 33.76 SynchronyFin SYF 2.5 5 35.04 –2.24 .22 10.05 9.68 TrepontAcqnI A TACA ... 45 10.04 +0.01 ... 27.29 13.30 Verso VRS 1.5 cc 26.84 +0.19 .10 21.40 15.15 XeniaHotels XHR ... dd 18.70 +0.36 ...
31.91 11.11 SignifyHealth SGFY ... cc 16.35 +2.42 ... 54.40 38.42 SynovusFin SNV 2.9 10 47.49 –0.76 .34 140.98 67.77 Trex TREX ... 41 74.04 –0.64 ... 18.44 6.29 VerticalAerospace EVTL ... dd 7.10 +0.32 ... 3.79 0.54 XinyuanRealEst XIN ... ... .65 +0.04 ...
34.83 7.31 SilverBowRscs SBOW ... 6 30.53 +2.84 ... 89.22 68.05 Sysco SYY 2.4 51 77.82 –7.14 .47 28.29 18.87 TriPointe TPH ... 5 22.14 –0.55 ... 1.60 0.56 VerticalAeroWt EVTL.WT ... ... .75 –0.01 ... 56.45 22.62 XPeng XPEV ... dd 22.91 –6.62 ...
239.26 80.78 SilvergateCapital SI ... 43 123.48 +17.64 ... 18.21 7.70 System1 SST ... dd 17.09 +2.83 ... 15.87 5.49 TriconRes TCN 1.5 7 15.64 +0.90 .058 28.80 9.59 Vertiv VRT .1 36 11.84 +1.27 .01 24.73 9.87 XponentialFit XPOF ... dd 19.85 +0.31 ...
25.50 11.88 Similarweb SMWB ... dd 12.15 –1.35 ... 2.50 0.80 System1Wt SST.WT ... ... 2.20 +0.85 ... 10.20 9.99 TrineIIAcqn TRAQ.UT ... ... 10.08 –0.01 ... 52.73 27.75 Viad VVI ... dd 33.58 +3.32 ... 138.78 82.03 Xylem XYL 1.4 36 83.62 –1.63 .30
10.50 9.34 SimonPropAcqn SPGS.UT ... ... 9.82 –0.01 ... 9.95 9.72 TrineIIAcqnA TRAQ ... ... 9.94 +0.04 ... 15.79 4.47 VicariousSurgical RBOT ... dd 5.33 +0.31 ... 108.82 54.00 Yeti YETI ... 24 57.24 –3.07 ...
10.32
1.88
9.68
0.47
SimonPropA
SimonPropWt
SPGS
SPGS.WT
...
...
79
...
9.75
.49
+0.01
–0.01
...
... T 0.75
109.40
0.25
69.43
TrineIIAcqnWt
TriNet
TRAQ.WT
TNET
...
...
...
17
.28
85.17
–0.13
–2.63
...
...
2.95
76.00
0.61
39.79
VicariousSurgicWt
Victoria'sSecret
RBOT.WT
VSCO
...
...
...
7
.87
46.90
+0.06
–3.58
...
...
5.86
29.48
3.34
4.36
YPF
Yalla
YPF
YALA
...
...
dd
11
4.66
4.37
+0.32
–1.04
...
...
171.12 106.68 SimonProperty SPG 5.1 21 130.05 –6.84 1.65 32.92 24.70 TrinityIndustries TRN 2.8 65 32.63 +2.24 .23 13.51 6.33 VinceHolding VNCE ... dd 7.00 –1.00 ... 5.76 3.70 YamanaGold AUY 2.2 36 5.52 +0.31 .03
141.26 98.72 SimpsonMfg SSD .9 19 115.55 –1.87 .25 71.35 2.01 TAL Education TAL ... ... 2.01 –0.36 ... 76.49 43.24 Trinseo TSE 2.8 4 46.36 –0.88 .32 46.00 6.50 Vipshop VIPS ... 6 6.56 –1.16 ... 16.20 0.67 YatsenHolding YSG ... dd .68 –0.53 ...
11.50 6.63 SiriusPoint SPNT ... 27 6.63 –0.57 ... 56.88 44.77 TC Energy TRP 5.2 37 54.68 –1.71 .6908 19.25 13.74 TriplePtVent TPVG 8.6 7 16.81 –0.30 .36 57.51 7.05 VirginGalactic SPCE ... dd 7.28 –0.56 ... 43.86 30.19 Yelp YELP ... 62 31.89 –0.68 ...
22.75 12.10 SisecamRscs SIRE 12.9 22 20.10 +0.09 .65 10.23 9.68 TCW Spac TSPQ.UT ... ... 9.92 +0.15 ... 9.89 9.69 TristarAcqnI TRIS ... ... 9.81 –0.01 ... 10.62 9.54 VirginGroupII VGII.UT ... ... 9.89 –0.07 ... 16.64 4.26 Yext YEXT ... dd 5.91 –0.61 ...
260.00 150.00 SiteOneLandscape SITE ... 33 173.66 +6.66 ... 10.00 9.50 TCW Spac A TSPQ ... 32 9.72 +0.02 ... 0.60 0.38 TristarAcqnIWt TRIS.WT ... ... .41 –0.03 ... 10.55 9.64 VirginGrpII A VGII ... cc 9.89 +0.03 ... 6.60 1.83 YirenDigital YRD ... 7 1.92 –0.48 ...
51.75 35.75 SixFlags SIX ... 28 40.46 –0.70 ... 1.02 0.21 TCW Spac Wt TSPQ.WT ... ... .21 –0.11 ... 70.17 46.75 TritonIntl TRTN 4.0 9 64.84 ... .65 1.55 0.34 VirginGrpII Wt VGII.WT ... ... .34 –0.12 ... 35.45 7.02 Youdao DAO ... dd 7.48 –0.94 ...
55.87 33.50 SkechersUSA SKX ... 8 37.34 –0.10 ... 30.00 9.63 TDCX TDCX ... 21 9.89 –3.09 ... 25.61 14.12 TriumphGroup TGI ... dd 23.05 –0.73 ... 6.57 1.60 VirnetX VHC ... dd 1.75 –0.03 ... 139.85 104.11 YumBrands YUM 2.0 22 116.26 –2.47 .57
13.60 8.77 SkeenaRscs SKE ... dd 12.75 +1.06 ... 130.93 96.09 TD Synnex SNX 1.1 17 109.84 +5.89 .30 26.33 15.54 Tronox TROX 2.7 10 18.63 +0.05 .125 252.67 186.67 Visa V .8 33 196.71 –3.58 .375 69.67 37.41 YumChina YUMC 1.3 16 37.48 –12.94 .12
12.88 5.55 Skillsoft SKIL ... dd 6.02 –0.05 ... 166.44 123.31 TE Connectivity TEL 1.6 17 127.42 –6.01 .56 32.91 19.98 TrueBlue TBI ... 15 26.55 –0.07 ... 26.50 17.58 Vishay VSH 2.1 9 18.64 +0.01 .10 80.41 22.68 ZimIntShipping ZIM 12.7 2 78.81 +6.93 17.00
3.75 0.83 SkillsoftWt SKIL.WT ... ... 1.11 –0.06 ... 23.04 16.42 Tegna TGNA 1.7 10 22.30 –0.12 .095 68.95 51.87 TruistFinl TFC 3.4 13 57.14 –1.82 .48 39.71 29.22 VishayPrecision VPG ... 21 31.72 +1.15 ... 34.82 20.62 ZTO Express ZTO .0 28 22.67 –5.13 .24
32.87 2.15 Skillz SKLZ ... dd 2.34 –0.17 ... 26.48 19.74 Telus TU 4.0 27 26.16 –0.19 .26 12.29 6.75 TsakosEnergy TNP 2.5 dd 8.08 –1.96 .10 9.07 2.51 VistaOil&Gas VIST ... 16 8.42 +0.29 ... 155.62 87.90 Zendesk ZEN ... dd 113.97 –5.84 ...
85.92 38.96 SkylineChamp SKY ... 19 66.34 –1.58 ... 39.91 22.50 TelusIntl TIXT ... 79 22.92 –0.80 ... 13.50 7.50 TufinSoftware TUFN ... dd 9.19 +0.07 ... 52.69 28.22 VistaOutdoor VSTO ... 5 35.76 –0.07 ... 15.75 2.63 ZeppHealth ZEPP ... 5 2.66 –0.54 ...
15.14 5.54 SmartRent SMRT ... dd 6.20 +0.40 ... 56.86 32.46 Ternium TX 7.1 2 40.75 –0.29 .80 29.20 13.28 Tupperware TUP ... 77 17.82 –1.56 ... 23.49 15.47 Vistra VST 3.0 dd 22.43 –0.08 .17 13.09 5.27 ZetaGlobal ZETA ... dd 10.83 –0.20 ...
85.65 46.24 Smartsheet SMAR ... dd 46.40 –4.07 ... 120.50 69.49 TFI Intl TFII 1.2 15 92.76 –10.49 .27 5.65 2.85 TurkcellIletism TKC ... 5 3.57 –0.02 ... 0.42 0.10 VistraWt VST.WTA ... ... .18 +0.04 ... 17.50 5.00 ZeviaPBC ZVIA ... dd 5.02 –0.95 ...
86.74 60.39 SmithAO AOS 1.7 22 65.72 –2.67 .28 13.57 9.81 TIM TIMB 2.3 11 12.56 –0.11 .2035 54.84 29.25 TurningPoint TPB .8 12 29.52 –3.07 .06 16.76 6.05 VivintSmartHome VVNT ... dd 6.61 –0.37 ... 164.16 1.17 ZhangmenEducation ZME ... dd 1.26 –0.10 ...
44.47 30.76 Smith&Nephew SNN 2.4 26 30.84 –2.39 .288 77.35 57.92 TJX TJX 1.7 23 61.43 –1.11 .26 22.04 9.75 TurquoiseHill TRQ ... 8 20.13 –0.64 ... 172.00 107.88 VMware VMW ... 26 110.60 –8.66 ... 13.85 2.10 Zhihu ZH ... dd 2.11 –0.44 ...
145.82 118.55 Smucker SJM 3.1 24 128.84 –4.94 .99 10.04 9.79 TLG Acqn One TLGA.UT ... ... 9.84 ... ... 20.24 9.19 TutorPerini TPC ... 6 10.57 +0.86 ... 14.34 3.60 Volta VLTA ... dd 4.32 +0.54 ... 174.97 105.23 ZimmerBiomet ZBH .8 62 118.82 –1.62 .24
83.34 24.32 Snap SNAP ... dd 30.05 –3.04 ... 9.90 9.50 TLGAcqnOneA TLGA ... 31 9.75 +0.01 ... 27.65 2.42 Tuya TUYA ... dd 2.46 –1.43 ... 4.45 0.86 VoltaWt VLTA.WT ... ... 1.68 +0.02 ... 32.90 18.03 ZipRecruiter ZIP ... dd 19.77 –0.69 ...
259.99 197.75 SnapOn SNA 2.8 14 205.70 –1.80 1.42 1.00 0.31 TLGAcqnOneWt TLGA.WT ... ... .35 ... ... 412.68 131.75 Twilio TWLO ... dd 132.48 –16.34 ... 37.08 21.95 Vontier VNT .4 9 23.00 –0.90 .025 249.27 150.68 Zoetis ZTS .7 43 185.29 –11.55 .325
405.00 179.93 Snowflake SNOW ... dd 180.42 –29.23 ... 25.18 9.87 TPGPaceBenFin TPGY.UT ... ... 9.96 –0.02 ... 10.15 9.77 TwinRidgeCap TRCA.UT ... ... 9.81 –0.04 ... 50.91 38.00 VornadoRealty VNO 4.6 88 46.22 +2.36 .53 23.25 12.32 Zuora ZUO ... dd 12.87 –0.39 ...
14.17 9.99 SocialCapHedIV IPOD.UT ... ... 10.24 –0.02 ... 22.63 9.80 TPGPaceBenA TPGY ... 1 9.86 –0.02 ... 10.20 9.62 TwinRidgeCapA TRCA ... ... 9.75 +0.01 ... 74.97 58.97 VoyaFinancial VOYA 1.3 4 62.64 –0.44 .20 38.32 21.60 ZurnWaterSolns ZWS .4 22 32.87 –0.03 .03
3.99 0.80 SocialCapHedosIVWt IPOD.WT ... ... 1.02 –0.12 ... 9.48 0.55 TPGPaceBenWt TPGY.WT ... ... .61 –0.05 ... 1.60 0.26 TwinRidgeCapWt TRCA.WT ... ... .26 –0.13 ... 213.65 157.80 VulcanMatls VMC .9 35 175.32 –1.78 .40 39.41 5.94 Zymeworks ZYME ... dd 6.76 +0.58 ...
13.28 9.77 SocialCapHedIV A IPOD ... dd 9.97 ... ... 10.83 9.65 TPGPaceBenII YTPG ... dd 9.77 ... ... 73.34 31.30 Twitter TWTR ... dd 33.00 –0.39 ... 11.69 9.90 VyGlblGrowth VYGG.UT ... ... 9.92 –0.03 ...
NYSE ARCA
13.50 10.01 SocialCapHedVI IPOF.UT ... ... 10.34 –0.24 ... 14.55 10.55 TPG RE Fin TRTX 8.2 14 11.68 –0.06 .07 10.03 9.65 twoA TWOA ... ... 9.74 +0.02 ... 10.90 9.67 VyGlblGrowthA VYGG ... 50 9.85 +0.01 ...
12.50 9.77 SocialCapHedVI A IPOF ... 30 10.07 –0.11 ... 11.21 9.80 TailwindAcqn TWND.UT ... ... 9.84 –0.19 ... 8.15 4.76 TwoHarbors TWO 13.0 15 5.22 +0.14 .17 2.96 0.49 VyGlblGrowthWt VYGG.WT ... ... .59 +0.02 ...
4.18 0.91 SocialCapHedVI Wt IPOF.WT ... ... 1.24 –0.29 ... 10.35 8.68 TailwindAcqnA TWND ... dd 9.87 ... ... 557.55 384.38 TylerTech TYL ... cc 398.31 –18.37 ...
0.40 0.16 –0.48 .035
W
1.25 SocialLvgI Wt SLAC.WT ... ... .44 –0.02 ... 1.58 TailwindAcqnWt TWND.WT ... ... .20 ... ... 100.72 69.88 TysonFoods TSN 2.1 8 87.64 –5.87 .46 12.76 7.67 EmpireStateReal250 FISK 1.5 ... 9.04
10.30 9.75 SocialLvgI SLAC.UT ... ... 9.85 ... ... 10.10 9.74 TailwindIntlAcqn TWNI.UT ... ... 9.84 +0.02 ... 13.00 7.88 EmpireStateReal60 OGCP 1.5 ... 9.19 –0.31 .035
+0.13 .035
U
10.28 9.61 SocialLvgI A SLAC ... cc 9.77 +0.02 ... 10.15 9.60 TailwindIntlA TWNI ... 32 9.78 +0.03 ... 13.05 8.00 EmpireStateRealES ESBA 1.5 ... 9.24
79.29 40.53 SOQUIMICH SQM .5 36 74.85 –3.30 .9102 1.03 0.21 TailwindIntlWt TWNI.WT ... ... .25 +0.02 ... 6.68 2.64 W&T Offshore WTI ... dd 5.03 –0.75 ... 87.84 39.27 US Oil Fund USO ... ... 76.40 –3.06 ...
15.08 6.11 SolarisOilfield SOI 3.9 dd 10.71 +0.37 .105 10.60 9.74 TailwindTwo TWNT.UT ... ... 10.05 ... ... 99.86 85.92 WEC Energy WEC 3.1 23 93.86 –0.75 .7275 36.84 15.28 USBrentOilFd BNO ... ... 31.13 –1.64 ...
23.00 10.92 SolarWinds SWI ... dd 11.21 –1.13 ... 10.10 9.62 TailwindTwoA TWNT ... dd 9.94 ... ... 21.49 14.42 UBS Group UBS 3.0 8 16.61 +0.72 .50 232.07 123.01 WEX WEX ... dd 162.66 +0.69 ... 67.34 30.11 USGasolineFd UGA ... ... 57.84 –4.13 ...
23.39 8.51 SoloBrands DTC ... ... 9.23 –0.18 ... 1.49 0.32 TailwindTwoWt TWNT.WT ... ... .33 –0.07 ... 61.06 42.83 UDR UDR 2.6 cc 56.64 –1.41 .3625 91.48 67.36 WNS WNS ... 35 82.59 +0.31 ... 22.10 9.04 US NatGas UNG ... ... 16.79 –0.55 ...
12.24 3.08 Sonendo SONX ... ... 3.12 –0.84 ... 145.00 98.62 TaiwanSemi TSM 1.5 25 101.41 –3.65 .3897 48.55 33.05 UGI UGI 4.2 7 33.11 –3.23 .345 83.19 67.88 W.P.Carey WPC 5.3 36 79.70 –1.16 1.055 16.43 7.61 US12mthNtlGas UNL ... ... 15.44 –0.36 ...
58.00 42.33 SonicAutomotive SAH 2.1 6 47.29 –3.98 .25 19.97 13.17 TakedaPharm TAK 4.9 11 14.43 –0.62 .3921 110.00 83.36 UGI Un UGIC 8.8 17 84.06 –4.51 1.8125 83.70 58.82 WPP WPP 3.3 18 64.86 +3.09 1.2505 42.61 20.40 US12moOilFd USL ... ... 37.64 –1.47 ...
Nasdaq Issues
Nasdaq Issues includes stocks traded on the Nasdaq Global Select and Nasdaq Global Market tiers. They are eligible for inclusion on the basis of SEC-approved market
value of publicly-held shares, trading volume, price and number of market-makers. FIVE-DAY NASDAQ COMPOSITE
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. Cratered: Russia bombed Ukraine’s hospitals, and was financially ostra-
83.79
30.16
52.55
15.68
AAON
AcadiaPharm
AAON
ACAD
.7
...
49
dd
53.84
23.18
–0.48
–0.86
.19
...
10.78
0.95
3.85
0.23
AltEnergyA
AltEnergyWt
AEAE
AEAEW
...
...
...
...
9.92
.35
+0.02
...
...
...
89.18
805.62
57.56
579.96
AtriCure
Atrion
ATRC
ATRI
...
1.1
56
40
59.70
721.21
–7.75
–2.99
...
1.95
cized. Oil prices soared. Some U.S.-listed China shares risk delisting. The
41.16 28.39 ACI Worldwide ACIW ... 29 31.61 –0.48 ...
12.61 3.45 AC Immune ACIU ... dd 3.73 –0.05 ...
19.46
14.58
6.35
5.61
Altimmune
AltisourcePortf
ALT
ASPS
...
...
dd
15
6.96
10.01
+0.03
–0.58
...
...
45.32
37.35
31.25
25.90
AuburnNatlBncp
AudioCodes
AUBN
AUDC
3.2
1.3
15
27
32.92
26.45
+0.20
–1.34
.265
.18 Nasdaq Composite ended Friday at 12,844—down 3.5% for the week.
119.12 55.08 ACM Research ACMR ... 33 56.35 –19.99 ... 68.07 37.07 AltraIndlMotion AIMC .8 96 39.84 –1.22 .08 26.16 13.50 AuraBiosciences AURA ... dd 19.22 +0.23 ...
37.77 10.30 ACV Auctions ACVA ... dd 12.48 –0.01 ... 19.99 13.48 AmalgamFin AMAL 1.8 11 17.65 +1.16 .08 33.97 9.72 AuriniaPharm AUPH ... dd 10.62 +0.04 ... Monday Tuesday Wednesday Thursday Friday
2.63 1.01 ADMA Biologics ADMA ... dd 1.78 +0.15 ... 7.30 2.79 Amarin AMRN ... cc 2.96 –0.13 ... 11.42 3.12 AuroraCannabis ACB ... dd 3.17 –0.17 ...
25.50 18.07 AFC Gamma AFCG 8.6 19 19.34 –0.17 .50 3773.08 2671.45 Amazon.com AMZN ... 45 2910.49 –2.33 ... 17.77 3.90 AuroraInnov AUR ... dd 3.97 –0.48 ... 13350
18.84 12.17 AGNC Invt AGNC 11.1 11 12.98 –0.08 .12 227.59 82.59 Ambarella AMBA ... dd 85.45 –2.08 ... 6.20 0.72 AuroraInnovWt AUROW ... ... .85 –0.14 ...
10.08 9.73 AIB Acqn AIBBU ... ... 10.05 –0.03 ... 82.38 68.33 Amdocs DOX 2.0 19 78.93 –2.95 .395 6.66 0.75 AuroraMobile JG ... dd .96 –0.28 ... (Prev Fri's
9.89 9.77 AIBAcqnA AIB ... ... 9.88 +0.02 ... 292.97 122.12 Amedisys AMED ... 24 149.91 –8.54 ... 344.39 192.11 Autodesk ADSK ... 86 192.31 –15.35 ... Close)
0.26 0.15 AIBAcqnRt AIBBR ... ... .20 ... ... 36.72 17.32 AmerantBncpA AMTB .5 10 31.27 –0.13 .09 8.23 3.42 AutolusTherap AUTL ... dd 3.98 +0.46 ...
2.74
10.15
0.96
10.00
ALJ Regional
ALSPOrchidIUn
ALJJ
ALORU
...
...
dd
...
2.46
10.08
–0.12
...
...
...
769.90 523.94 Amerco UHAL .0 10 583.04 +6.49 .50 248.96 180.55 ADP ADP 2.0 32 207.27 –1.19 1.04 13190
7.11 4.64 AmerFirstMultifam ATAX 7.1 12 6.16 –0.04 .08 11.59 4.93 AvadelPharm AVDL ... dd 7.22 –0.27 ...
0.50 0.15 ALSPOrchidI Wt ALORW ... ... .24 ... ... 26.09 12.44 AmerAirlines AAL ... dd 14.02 –0.57 ... 9.96 9.83 AvalonAcqn AVAC ... ... 9.93 –0.02 ...
10.69 9.47 ALSPOrchidI A ALOR ... ... 9.96 +0.01 ... 98.15 79.69 AEP AEP 3.3 20 95.54 –0.79 .78 0.47 0.22 AvalonAcqnWt AVACW ... ... .24 ... ...
82.99 13.22 AlxOncology ALXO ... dd 18.13 +1.50 ... 55.09 46.70 AmerElecPwrUn AEPPL 5.7 ... 53.38 –0.92 .7656 13.00 4.03 AveannaHealth AVAH ... ... 5.08 +1.03 ...
83.63 32.96 AMC Networks AMCX ... 7 38.50 –3.33 ... 13.70 4.91 AvePoint AVPT ... dd 5.32 +0.25 ...
67.10 44.06 Amerisafe AMSF 2.6 14 47.01 +0.15 .31
55.75
40.34
47.19
29.00
AmerElecPwrUn
AmNtlBcsh
AEPPZ
AMNB
5.6
3.0
...
9
54.95
37.53
–0.16
+0.01
.7656
.28 3.89 0.74 AvePointWt AVPTW ... ... .87 +0.04 ... 13030
80.93 33.79 A-MarkPrecMet AMRK .0 4 70.08 –5.71 2.00 195.89 102.44 AmericanNatl ANAT 1.7 7 188.95 –0.05 .82 43.76 24.26 AviatNetworks AVNW ... 5 26.87 +0.15 ...
60.23 26.10 ANI Pham ANIP ... dd 36.31 +0.04 ... 36.62 13.55 AmOutdoorBrands AOUT ... 12 14.31 –0.87 ... 40.48 18.07 AvidTechnology AVID ... 31 27.85 –2.46 ...
413.89 258.00 Ansys ANSS ... 57 293.62 –17.75 ... 39.19 16.97 AmericanPubEdu APEI ... 22 22.00 +2.33 ... 29.59 13.39 AvidityBio RNA ... dd 17.53 +1.66 ...
41.20 15.55 APA APA 1.3 15 39.05 –0.43 .125 33.27 18.41 AmerSoftware AMSWA 2.1 57 20.51 –0.77 .11 27.44 6.88 AvidXchange AVDX ... dd 7.24 –1.51 ...
24.66 14.39 ARKRestaurants ARKR ... 4 17.94 –0.19 ... 27.18 7.04 AmerSupercond AMSC ... dd 8.31 +0.38 ... 545.11 62.85 AvisBudget CAR ... 10 208.00 +33.33 ... 12870
895.93 528.60 ASML ASML .9 35 585.85 –8.47 2.0843 108.81 44.01 AmericanWoodmark AMWD ... dd 58.33 –0.49 ... 45.43 35.71 Avnet AVT 2.5 9 40.79 –0.31 .26
10.09 10.01 A SPAC I Acqn ASCAU ... ... 10.06 +0.03 ... 177.45 86.98 AmerCarMart CRMT ... 6 89.80 –6.77 ... 4.27 2.65 Aware AWRE ... dd 3.01 –0.14 ...
15.48 4.84 AST Space ASTS ... dd 9.51 +2.68 ... 59.85 43.92 AmerisBancorp ABCB 1.3 9 47.81 +1.04 .15 77.60 33.36 AxcelisTechs ACLS ... 22 63.38 +1.75 ...
6.97 1.57 AST Space Wt ASTSW ... ... 3.15 +0.92 ... 4.52 3.67 AmeriServFin ASRV 2.5 10 4.04 –0.09 .025 5.90 1.44 AxcellaHealth AXLA ... dd 2.05 +0.13 ... -482.48 -35.41 +459.99 -125.58 -286.15
6.06 1.00 ATA Creativity AACG ... dd 1.18 –0.03 ... 261.00 198.64 Amgen AMGN 3.4 22 228.85 –4.06 1.94 209.00 117.05 AxonEnterprise AXON ... dd 124.66 –13.47 ... 12710
22.91 4.62 ATAI Life ATAI ... dd 5.22 +0.10 ... 12.63 7.60 AmicusTherap FOLD ... dd 9.29 +1.40 ... 79.81 42.37 Axonics AXNX ... dd 54.52 –1.79 ...
52.65 32.07 ATN Intl ATNI 1.9 dd 35.22 +2.56 .17 29.50 18.04 AmkorTech AMKR 1.0 8 20.82 –0.29 .05 74.10 19.38 AxsomeTherap AXSM ... dd 32.79 +2.88 ... 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm
13.21 3.06 AveoPharma AVEO ... dd 3.78 +0.54 ... 34.96 16.91 AmphastarPharm AMPH ... 48 34.30 +5.67 ... 14.95 3.50 AyalaPharm AYLA ... dd 3.50 –0.16 ...
13.93 1.27 AVROBIO AVRO ... dd 1.40 +0.08 ... 15.42 5.61 AmrytPharma AMYT ... dd 7.35 +0.82 ... 124.79 70.17 Azenta AZTA .5 45 78.08 –5.17 .10
14.11 6.39 AXT AXTI ... 20 6.84 –0.13 ... 15.78 7.81 AmtechSystems ASYS ... 82 10.10 +0.08 ... 16.25 4.10 AziyoBiologics AZYO ... dd 4.60 –1.82 ...
24.00 15.40 Abcam ABCM ... cc 15.64 –0.66 ... 33.41 16.00 AmylyxPharm AMLX ... ... 26.01 –1.38 ... 52-Week Tick Div 52-Week Tick Div
B
39.19 7.42 AbCelleraBio ABCL ... 16 7.75 –0.78 ... 23.42 3.65 Amyris AMRS ... dd 4.09 –0.51 ...
379.30 261.27 Abiomed ABMD ... 99 286.79 –26.93 ... 191.95 143.85 AnalogDevices ADI 2.1 47 147.60 –9.25 .76 High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
31.53 5.63 Absci ABSI ... dd 9.02 +0.44 ... 37.89 19.40 AnaptysBio ANAB ... dd 28.63 –1.62 ...
16.22 7.22 AbsoluteSftwr ABST 3.0 dd 8.35 –0.32 .0639 17.74 13.23 BrooklineBcp BRKL 3.0 11 16.47 –0.46 .125 11.61 9.77 CascadiaAcqn CCAIU ... ... 9.88 +0.03 ...
31.50 9.28 AnavexLifeSci AVXL ... dd 10.97 +0.60 ... 19.75 6.10 BBQ Holdings BBQ ... 6 12.00 –1.49 ... 80.67 1.80 BrooklynImmuno BTX ... dd 1.93 +0.02 ... 9.95 9.63 CascadiaAcqnA CCAI ... ... 9.72 +0.01 ...
7.54 3.50 AcaciaResearch ACTG ... dd 3.53 –0.13 ... 50.40 25.20 Andersons ANDE 1.6 14 43.90 –4.38 .18 19.20 12.89 BCB Bancorp BCBP 3.6 9 17.90 +0.01 .16
51.08 22.79 AcademySports ASO .9 5 31.68 –0.42 .075 92.35 59.83 Bruker BRKR .3 35 63.09 –4.78 .05 0.70 0.21 CascadiaAcqnWt CCAIW ... ... .41 +0.09 ...
33.13 8.07 Anghami ANGH ... dd 10.57 –2.93 ... 9.84 2.60 BELLUS Health BLU ... dd 6.07 +0.20 ... 10.28 9.96 BullpenParlayAcqUn BPACU ... ... 10.00 –0.02 ... 92.75 61.34 CasellaWaste CWST ... cc 90.70 +8.39 ...
68.65 50.07 AcadiaHealthcare ACHC ... 29 64.96 +2.75 ... 1.40 0.25 AnghamiWt ANGHW ... ... .63 –0.25 ...
13.47
6.52 3.91 BGC Partners BGCP .9 13 4.26 –0.16 .01 9.99 9.80 BullpenParlayA BPAC ... ... 9.90 +0.02 ... 229.18 170.82 CaseysGenStores CASY .8 20 174.25 –16.16 .35
55.47 Accolade ACCD ... dd 14.24 –0.71 ... 17.75 5.38 Angi ANGI ... dd 5.85 –0.30 ... 63.42 24.75 BJsRestaurants BJRI ... dd 26.67 –1.62 ... 74.80 15.41 Bumble BMBL ... 8 21.63 +3.55 ... 48.55 38.10 CassInfoSys CASS 2.9 20 39.24 –0.32 .28
11.40 9.46 AccretionAcqn ENERU ... ... 10.15 +0.06 ... 32.00 19.83 AngioDynamics ANGO ... dd 22.75 –1.32 ...
9.83 9.69 AccretionAcqn ENER ... ... 9.80 –0.01 ...
120.20 77.65 BOK Fin BOKF 2.1 11 101.05 +0.97 .53 16.59 4.50 BurgerFiIntl BFI ... dd 4.54 –0.28 ... 78.92 31.46 CastleBiosci CSTL ... dd 39.95 –2.31 ...
21.50 1.80 AngionBiomed ANGN ... dd 1.86 –0.02 ... 45.36 22.00 BRP Group BRP ... dd 24.50 –2.06 ... 4.46 0.50 BurgerFiIntlWt BFIIW ... ... .71 +0.08 ... 48.88 35.51 CathayGenBncp CATY 3.0 12 45.26 +0.68 .34
0.37 0.20 AccretionAcqnRt ENERR ... ... .20 –0.02 ... 48.37 24.21 AnikaTherap ANIK ... 91 25.58 –5.48 ... 57.38
0.48 0.15 AccretionAcqnWt ENERW ... ... .20 +0.01 ...
102.96 BRP DOOO .6 8 64.00 –1.41 .102 38.64 6.97 BurningRockBio BNR ... dd 7.42 –0.09 ... 327.24 196.46 CavcoIndustries CVCO ... 15 266.90 –3.57 ...
35.99 4.17 Annexon ANNX ... dd 4.43 +0.11 ... 91.24 51.79 B RileyFin RILY 6.3 4 63.42 –0.91 1.00 10.06 9.94 BurTechAcqn BRKHU ... ... 10.03 –0.01 ... 9.47 5.00 CECO Env CECE ... 97 5.40 +0.28 ...
5.93 3.18 Accuray ARAY ... dd 3.19 –0.11 ... 7.68 0.55 AnPacBioMed ANPC ... dd .79 +0.12 ...
2.30 0.32 AcelRxPharm ACRX ... dd .34 –0.05 ... 10.00 6.97 AnthemisDigA ADAL ... ... 9.92 ... ...
18.30 5.28 BTRS BTRS ... dd 6.13 –0.04 ... 9.89 9.80 BurTechAcqnA BRKH ... ... 9.88 ... ... 13.24 5.07 CellebriteDI CLBT ... 28 5.98 –0.81 ...
36.50 8.75 Backblaze BLZE ... dd 9.90 –1.16 ... 0.25 0.14 BurTechAcqnWt BRKHW ... ... .17 +0.02 ... 3.09 0.90 CellebriteDIWt CLBTW ... ... 1.06 –0.32 ...
0.49 0.13 AchariVenturesIWt AVHIW ... ... .21 +0.01 ... 0.60 0.32 AnthemisDigI Wt ADALW ... ... .34 –0.06 ... 278.21 118.66 Baidu BIDU ... 27 118.92 –28.34 ... 29.50 21.37 BusFirstBcshs BFST 1.9 10 24.97 –0.24 .12 24.02 3.43 Cellectis CLLS ... dd 4.40 +0.87 ...
9.94 9.82 AchariVenturesI AVHI ... ... 9.93 –0.01 ... 73.00 27.50 ApellisPharm APLS ... dd 43.30 –0.21 ... 38.41 18.75 BakerHughes BKR 1.9 dd 37.64 +4.42 .18
18.95 2.70 AchillesTherap ACHL ... dd 2.85 +0.05 ... 50.45 33.88 ApogeeEnt APOG 1.9 dd 47.03 +1.90 .22 14.77 3.62 BuzzFeed BZFD ... dd 4.50 +0.02 ... 7.92 1.67 CelyadOncology CYAD ... dd 2.11 +0.30 ...
174.29 119.37 Balchem BCPC .5 45 133.51 –7.36 .64 9.98 9.93 byNordicAcqn BYNOU ... ... 9.95 –0.01 ... 26.90 7.01 CentessaPharm CNTA ... ... 8.07 +0.37 ...
30.38 9.26 AclarisTherap ACRS ... dd 15.81 ... ... 10.39 4.52 ApolloEnd APEN ... dd 6.28 –0.47 ... 27.38 8.31 BallardPower BLDP ... dd 10.98 +1.24 ...
6.36 1.61 AcordaTherap ACOR ... dd 1.80 –0.34 ... 15.27 11.75 ApolloInv AINV 9.5 7 13.07 –0.30 .05 13.13 3.16 Centogene CNTG ... dd 3.61 +0.21 ...
79.49 53.77 BancFirst BANF 1.8 16 78.33 +0.96 .36
99.46
26.98
56.40
4.60
ActivisionBliz
AcumenPharm
ATVI
ABOS
.6
...
23
dd
80.31
5.51
–1.12
+0.49
.47
...
150.78
25.00
103.63
2.62
AppFolio
AppHarvest
APPF
APPH
...
...
cc
dd
114.86
5.11
+0.39
+0.62
...
...
145.97
51.39
26.13
38.01
Bandwidth
BankOZK
BAND
OZK
...
2.8
dd
10
26.17
43.50
–1.72
+0.46
...
.30
C 62.91
55.82
43.01
39.30
CentralGarden
CentralGardenA
CENT
CENTA
...
...
16
14
43.73
40.20
–3.36
–3.17
...
...
19.44 1.39 AcutusMedical AFIB ... dd 1.68 +0.06 ... 10.38 0.30 AppHarvestWt APPHW ... ... .90 +0.26 ... 30.36 10.39 CenturyAluminum CENX ... dd 23.95 –5.54 ...
32.05 25.58 BankofPrinceton BPRN 3.5 9 28.73 –0.63 .25 32.90 10.96 CenturyTherap IPSC ... ... 14.29 +0.87 ...
23.00 4.44 Adagene ADAG ... ... 4.60 –0.11 ... .12 14.69 1.83 Cadiz CDZI ... dd 1.83 –0.27 ...
176.27 46.85 Appian APPN ... dd 52.73 –0.96 ... 27.28 16.80 Bank7 BSVN 2.0 10 24.00 +0.25 4.59 1.77 Ceragon CRNT ... dd 1.97 –0.06 ...
78.82 4.78 AdagioTherap ADGI ... dd 5.05 +0.02 ... 182.94 118.86 Apple AAPL .6 26 154.73 –8.44 .22 12.79 10.04 BankFinancial BFIN 3.7 20 10.81 +0.04 .10 55.00 39.43 C&F Fin CFFI 3.2 6 50.00 –0.22 .40
6.86 1.81 AdaptimmuneTher ADAP ... dd 1.82 –0.23 ... 6.41 1.40 AppliedGenetic AGTC ... dd 1.73 +0.01 ... 26.80 20.50 CB FinSvcs CBFV 3.9 11 24.62 –0.83 .24 127.80 28.72 Cerence CRNC ... 29 31.55 +0.75 ...
35.34 25.50 BankwellFin BWFG 2.3 10 34.20 –0.14 .20 93.63 69.08 Cerner CERN 1.2 51 93.40 –0.07 .27
47.11 10.94 AdaptiveBiotech ADPT ... dd 11.00 –1.14 ... 167.06 112.14 ApplMaterials AMAT .8 17 123.64 –2.10 .24 66.79 49.10 Banner BANR 2.9 10 59.72 +1.26 .44 33.29 24.72 CBTX CBTX 1.7 22 31.19 +0.60 .13
112.39 68.57 AddusHomeCare ADUS ... 28 78.16 –3.61 ... 55.15 38.53 CDK Global CDK 1.3 6 47.84 +0.89 .15 45.48 18.23 Certara CERT ... dd 18.96 –0.82 ...
78.22 5.45 AppliedMolecular AMTI ... dd 6.02 +0.39 ... 46.51 6.49 Baozun BZUN ... cc 6.49 –2.79 ... 8.06 4.67 Cerus CERS ... dd 5.22 –0.32 ...
18.49 6.25 AdicetBio ACET ... dd 13.11 +0.55 ... 9.25 3.34 AppliedOptoelec AAOI ... dd 3.45 +0.04 ... 86.82 57.76 BarrettBus BBSI 1.6 15 74.14 +0.71 .30 208.71 154.53 CDW CDW 1.2 24 170.00 –1.57 .50
699.54 415.43 Adobe ADBE ... 42 416.38 –35.75 ... 25.59 1.56 AppliedTherap APLT ... dd 1.59 –0.07 ... 62.48 32.45 CEVA CEVA ... cc 37.38 –2.03 ... 10.15 10.00 ChainBridgeI CBRGU ... ... 10.03 +0.01 ...
37.00 13.16 BassettFurniture BSET 2.9 10 18.83 +1.05 .14 9.95
24.76 15.79 Adtran ADTN 1.8 dd 19.51 –0.20 .09 116.09 43.97 Applovin APP ... cc 44.55 –5.71 ... 22.73 16.47 BayCom BCML .9 12 22.29 –0.16 .05 10.16 9.94 CF Acqn VII CFFSU ... ... 10.01 ... ... 9.81 ChainBridgeIA CBRG ... ... 9.91 +0.01 ...
8.41 4.60 AdvEmissions ADES ... 2 5.80 –0.36 ... 7.80 1.46 ApreaTherap APRE ... dd 1.73 +0.14 ... 10.00 9.80 CFAcqnVII A CFFS ... ... 9.89 +0.02 ... 0.90 0.26 ChainBridgeIWt CBRGW ... ... .26 –0.11 ...
60.93 46.62 BeaconRoof BECN ... 20 59.20 +0.46 ...
122.36 77.79 AdvEnergyInds AEIS .5 24 83.48 +1.15 .10 40.00 21.78 Apria APR ... 20 37.38 +0.02 ... 138.52 56.34 BeamTherap BEAM ... dd 60.91 –3.14 ... 51.21 19.81 C4 Therap CCCC ... dd 23.37 +1.85 ... 30.48 18.26 ChampionX CHX 1.2 47 25.34 +3.97 .075
164.46 72.50 AdvMicroDevices AMD ... 41 104.29 –4.12 ... 112.15 84.67 CH Robinson CHRW 2.2 16 102.24 –4.24 .55 23.80 18.97 ChangeHlthcr CHNG ... dd 21.42 +0.02 ...
4.73 2.06 Aptinyx APTX ... dd 2.95 +0.03 ... 3.42 1.71 BeasleyBroadcast BBGI ... dd 1.77 –0.02 ...
13.22 5.24 AdvantageSolns ADV ... 40 5.99 +0.24 ... 3.54 1.19 Aptorum APM ... dd 1.31 +0.03 ... 44.51 12.39 BedBath BBBY ... dd 19.99 +3.81 ... 10.71 9.88 CIIGCapitalPtrsII CIIGU ... ... 10.01 –0.01 ... 79.89 62.75 ChangeHlthcrUn CHNGU 8.6 ... 69.64 –0.29 .75
0.65 10.38 9.75 CIIGCapPtrsII CIIG ... ... 9.87 +0.02 ... 825.62 545.33 CharterComms CHTR ... 23 559.29 +9.36 ...
3.60 AdvantageSolnsWt ADVWW ... ... .74 –0.42 ... 10.10 9.77 APxAcqnI APXIU ... ... 10.08 +0.05 ... 426.56 158.35 BeiGene BGNE ... dd 161.53 –14.84 ...
11.24 1.23 AdverumBiotech ADVM ... dd 1.29 +0.06 ... 9.97 9.80 APxAcqnI A APXI ... ... 9.92 –0.02 ... 22.00 12.38 BelFuse A BELFA 1.2 9 20.00 +0.15 .06 1.00 0.33 CIIGCapPtrsIIWt CIIGW ... ... .37 –0.03 ... 149.62 107.85 CheckPoint CHKP ... 22 134.16 –11.80 ...
8.79 1.98 AegleaBioTherap AGLE ... dd 1.99 –0.26 ... 17.50 8.65 ApyxMedical APYX ... dd 9.90 –0.12 ... 23.00 10.58 BelFuse B BELFB 1.6 9 17.60 +0.29 .07 13.82 6.50 CimComm CMCT 4.2 dd 8.18 +0.71 .085 15.29 2.00 CheckmatePharm CMPI ... dd 3.34 +0.07 ...
27.44 7.88 Aemetis AMTX ... dd 13.72 +1.34 ... 6.40 2.02 AquestiveTherap AQST ... dd 2.57 –0.33 ... 15.28 9.25 Benefitfocus BNFT ... dd 9.65 –0.38 ... 7.30 1.72 CLPS CLPS ... 5 1.94 –0.20 ... 65.81 31.43 Cheesecake CAKE ... 34 34.28 –2.33 ...
21.30 5.46 AeriePharm AERI ... dd 9.24 +1.28 ... 9.95 1.92 Aravive ARAV ... dd 2.02 –0.03 ... 71.92 34.51 BentleySystems BSY .3 cc 36.44 –1.60 .03 198.61 119.19 CMC Materials CCMP 1.0 dd 180.86 +2.56 .46 37.85 25.60 ChefsWarehouse CHEF ... dd 28.50 –3.24 ...
29.43 7.74 AerovateTherap AVTE ... ... 12.01 +1.20 ... 0.60 0.15 ArborRaphaCapBioI ARCKW ... ... .21 –0.01 ... 55.50 5.08 BerkeleyLights BLI ... dd 5.12 –1.10 ... 256.94 185.79 CME Group CME 1.8 31 225.96 –17.81 1.00 59.60 9.53 ChemoCentryx CCXI ... dd 23.72 +0.44 ...
128.98 52.03 AeroVironment AVAV ... dd 75.74 +1.50 ... 10.42 9.98 ArborRaphaI ARCKU ... ... 10.01 –0.11 ... 11.16 2.87 BerkshireGrey BGRY ... dd 3.55 +0.55 ... 28.59 22.08 CNB FinPA CCNE 2.6 8 26.64 +0.85 .175 49.50 38.20 ChemungFinl CHMG 2.7 8 46.25 +0.19 .31
10.07 88.75 40.00 ChesapeakeEner CHK 2.2 1 80.55 –4.45 .4375
9.95 AestherHlthcrA AEHA ... ... 10.06 ... ... 10.61 9.84 ArborRaphaCapBioI ARCK ... ... 10.03 +0.02 ... 2.97 0.42 BerkshireGreyWt BGRYW ... ... .49 +0.02 ... 49.52 10.50 CompassPath CMPS ... dd 12.15 –0.28 ...
0.54 0.17 AestherHlthcrWt AEHAW ... ... .25 ... ... 6.50 2.38 ArbutusBiopharma ABUS ... dd 2.91 +0.10 ... 11.54 4.72 Berry(bry) BRY 2.4 dd 9.90 –0.45 .06 38.92 10.18 CPI Card PMTS ... 9 12.44 –0.06 ... 56.84 15.50 ChesapeakeWtC CHKEL ... ... 48.86 –3.86 ...
11.24 1.95 AestheticMed AIH ... dd 2.25 –0.78 ... 125.00 52.86 ArcBest ARCB .4 11 84.01 –3.56 .08 160.28 38.38 BeyondMeat BYND ... dd 38.76 –4.42 ... 116.71 66.50 CRA Intl CRAI 1.5 15 84.13 –5.44 .31 20.29 15.50 ChicagoAtlRealEst REFI 5.8 ... 18.06 –1.17 .26
10.12 9.86 AetheriumAcqn GMFIU ... ... 9.98 +0.01 ... 19.93 15.31 Arcellx ACLX ... ... 16.68 –1.32 ... 62.08 24.29 BicycleTherap BCYC ... dd 44.39 +1.52 ... 169.76 50.54 CRISPR Therap CRSP ... 14 61.42 +8.23 ... 47.72 8.14 ChickenSoupA CSSE ... dd 8.97 +0.16 ...
9.86 9.72 AetheriumAcqnA GMFI ... ... 9.83 –0.02 ... 49.15 36.21 ArchCapital ACGL ... 9 45.73 –0.29 ... 47.65 13.51 Big5SportingGds BGFV 6.3 3 15.76 –0.64 .25 65.94 42.58 CSG Systems CSGS 1.7 28 63.71 –0.86 .265 113.50 51.33 Children'sPlace PLCE ... 4 51.53 –4.61 ...
0.25 0.14 AetheriumWt GMFIW ... ... .15 –0.03 ... 21.42 4.51 Arcimoto FUV ... dd 6.83 +0.42 ... 72.20 19.02 BigCommerce BIGC ... dd 19.15 –1.79 ... 2.31 1.11 CSI Compressco CCLP 2.7 dd 1.47 +0.01 .01 10.47 4.75 Chimerix CMRX ... dd 5.34 –0.21 ...
11.74 3.59 Affimed AFMD ... dd 4.47 +0.38 ... 34.34 15.90 ArcoPlatform ARCE ... dd 17.91 +0.21 ... 129.24 18.88 Bilibili BILI ... dd 19.02 –6.44 ... 11.94 6.61 CSP CSPI ... dd 7.47 +0.20 ... 2.59 0.73 ChinaIndex CIH ... ... .94 +0.08 ...
176.65 30.78 AffirmHldgs AFRM ... dd 30.86 –4.96 ... 65.00 16.93 ArcturusTherap ARCT ... dd 18.40 –0.45 ... 543.85 347.88 Bio-Techne TECH .3 78 400.84 –16.75 .32 145.50 107.14 CSW Industrials CSWI .5 34 121.52 +2.07 .15 19.98 4.05 Chindata CD ... 63 4.75 –0.67 ...
28.23 11.67 Afya AFYA ... 27 12.47 +0.60 ... 36.45 13.59 ArcutisBiotherap ARQT ... dd 16.85 +0.06 ... 76.63 5.09 BioAtla BCAB ... dd 5.18 –0.32 ... 38.63 29.49 CSX CSX 1.2 21 34.69 –2.74 .10 19.85 10.48 ChinookTherap KDNY ... dd 12.77 +0.75 ...
61.20 33.63 Agilysys AGYS ... dd 39.62 –1.22 ... 9.23 0.58 Ardelyx ARDX ... dd .93 +0.01 ... 17.94 8.04 BioceresCrop BIOX ... cc 14.89 +1.00 ... 25.00 18.72 CVB Fin CVBF 3.1 15 23.47 +0.23 .18 44.72 26.21 ChipMOSTechs IMOS 3.4 7 35.71 –0.39 1.5679
62.16 26.61 AgiosPharm AGIO ... dd 28.70 –2.83 ... 10.20 10.00 ArenaFortify AFACU ... ... 10.15 +0.11 ... 19.99 9.23 BioCryst BCRX ... dd 16.12 +0.02 ... 14.95 1.68 CabalettaBio CABA ... dd 1.74 –0.31 ... 262.20 175.01 ChurchillDowns CHDN .3 34 214.68 –12.33 .667
68.00 8.22 Agora API ... dd 8.26 –1.71 ... 10.81 9.55 ArenaFortifyA AFAC ... ... 9.96 +0.01 ... 5.62 2.50 BioDeliverySci BDSI ... 7 5.57 –0.02 ... 10.76 9.81 CactusAcqn1 A CCTS ... ... 9.92 +0.02 ... 49.99 22.60 Chuy's CHUY ... 18 27.16 –2.16 ...
2.59 1.64 AgroFresh AGFS ... dd 2.04 +0.11 ... 0.51 0.20 ArenaFortifyWt AFACW ... ... .22 –0.03 ... 25.49 1.96 Biodesix BDSX ... dd 2.24 +0.04 ... 0.74 0.24 CactusAcqn1 Wt CCTSW ... ... .24 –0.06 ... 3.08 0.63 CidaraTherap CDTX ... dd .72 +0.04 ...
10.10 9.91 AhrenAcqn AHRNU ... ... 10.03 –0.05 ... 100.00 45.50 ArenaPharm ARNA ... dd 99.99 +6.07 ... 468.55 194.94 Biogen BIIB ... 19 197.67 –11.78 ... 192.70 118.11 CadenceDesign CDNS ... 58 144.91 –9.78 ... 122.30 58.62 Cimpress CMPR ... dd 59.87 –2.88 ...
9.88 9.76 AhrenAcqnA AHRN ... ... 9.87 ... ... 23.00 18.05 AresCapital ARCC 8.3 6 20.22 –1.70 .03 94.20 71.59 BioMarinPharm BMRN ... dd 75.98 –0.34 ... 119.81 67.22 CaesarsEnt CZR ... dd 74.81 –3.99 ... 129.17 102.18 CincinnatiFin CINF 2.3 7 121.69 –1.51 .69
0.40 0.25 AhrenAcqnWt AHRNW ... ... .35 ... ... 356.78 248.21 arGEN-X ARGX ... dd 278.23 +12.08 ... 22.22 5.65 BiomeaFusion BMEA ... dd 6.56 +0.21 ... 19.80 10.20 Caesarstone CSTE 3.5 21 11.45 –0.04 .10 30.66 13.01 CinCorPharma CINC ... ... 22.71 –2.32 ...
43.05 19.95 AirT AIRT ... 65 20.64 –2.07 ... 21.00 7.44 ArgoBlockchain ARBK ... cc 8.14 +0.13 ... 22.00 8.60 Bionomics BNOX ... dd 9.29 –1.46 ... 45.59 33.85 Cal-MaineFoods CALM .3 dd 43.35 –1.73 .034 2.95 0.64 Cinedigm CIDM ... dd .67 –0.02 ...
32.73 21.42 AirTransport ATSG ... 12 31.47 +0.28 ... 9.98 9.82 ArgusCapitalA ARGU ... ... 9.94 +0.02 ... 464.00 92.93 BioNTech BNTX ... 4 135.64 –0.62 ... 14.51 4.99 CalAmp CAMP ... dd 7.35 +0.54 ... 461.44 328.57 Cintas CTAS 1.0 34 369.30 –9.65 .95
215.49 129.71 Airbnb ABNB ... dd 145.14 +2.44 ... 11.64 10.00 ArgusCapitalUn ARGUU ... ... 10.13 +0.01 ... 9.99 9.78 BioPlusAcqnA BIOS ... ... 9.87 –0.02 ... 82.03 33.25 CalavoGrowers CVGW 3.2 dd 36.13 –7.36 1.15 15.39 2.33 CipherMining CIFR ... dd 2.89 +0.23 ...
18.48 9.83 AirSculptTech AIRS ... ... 13.28 +0.34 ... 0.75 0.34 ArgusCapitalWt ARGUW ... ... .37 –0.13 ... 10.07 9.93 BioPlusAcqnUn BIOSU ... ... 9.98 +0.01 ... 24.00 16.72 CaliforniaBncp CALB ... 14 21.92 –0.08 ... 3.42 0.50 CipherMiningWt CIFRW ... ... .50 –0.07 ...
120.68 95.29 AkamaiTech AKAM ... 28 108.44 –4.11 ... 14.95 6.17 Arhaus ARHS ... 27 6.44 –0.04 ... 0.34 0.18 BioPlusAcqnWt BIOSW ... ... .19 –0.06 ... 2.97 0.39 CalitheraBiosci CALA ... dd .47 +0.02 ... 95.84 71.11 CirrusLogic CRUS ... 19 81.95 –3.02 ...
4.33 1.71 AkebiaTherap AKBA ... dd 2.61 +0.19 ... 9.85 9.70 AriszAcqnA ARIZ ... ... 9.78 ... ... 19.94 11.40 Bioventus BVS ... 29 13.97 +0.46 ... 33.19 14.22 CalliditasTherap CALT ... dd 16.86 +0.57 ... 64.29 48.32 CiscoSystems CSCO 2.8 20 54.69 –1.82 .38
34.87 13.99 AkeroTherap AKRO ... dd 14.21 –1.05 ... 0.21 0.10 AriszAcqnRt ARIZR ... ... .16 +0.01 ... 9.36 2.75 Bitfarms BITF ... dd 3.25 –0.19 ... 17.43 4.82 CalumetSpecialty CLMT ... dd 15.15 –0.31 ... 111.44 32.72 CitiTrends CTRN ... 4 33.17 –2.89 ...
22.00 4.44 Akouos AKUS ... dd 4.63 +0.08 ... 10.33 10.02 AriszAcqnUn ARIZU ... ... 10.05 +0.01 ... 29.02 2.60 BlackDiamond BDTX ... dd 2.78 –0.13 ... 8.40 1.00 Calyxt CLXT ... dd 1.21 +0.18 ... 16.49 11.86 CtznCmntyBcp CZWI 1.7 8 15.29 –0.40 .26
28.96 9.53 Akoya AKYA ... dd 9.84 –0.22 ... 0.35 0.20 AriszAcqnWt ARIZW ... ... .28 –0.01 ... 86.96 53.81 Blackbaud BLKB ... cc 59.54 +0.13 ... 66.40 18.95 CambiumNtwks CMBM ... 17 22.47 +1.91 ... 27.88 17.00 CitizensHolding CIZN 5.1 14 18.78 +0.41 .24
22.39 1.23 AksoHealth AHG ... dd 1.35 –0.05 ... 0.67 0.21 ArmadaAcqnIWt AACIW ... ... .33 +0.09 ... 135.00 65.15 BlackLine BL ... dd 67.32 –2.62 ... 52.16 43.64 CamdenNational CAC 3.1 11 50.90 +0.07 .40 144.47 78.07 CitrixSystems CTXS 1.5 41 101.02 –0.48 .37
95.83 60.70 Alarm.com ALRM ... 64 64.44 –0.99 ... 9.95 9.34 ArmadaAcqnI AACI ... ... 9.82 +0.01 ... 4.47 3.25 BlackRockCapInvt BKCC 9.9 7 4.06 –0.07 .10 49.60 26.03 Camtek CAMT ... 22 29.69 +0.31 ... 88.49 71.61 CityHolding CHCO 3.0 14 79.68 +0.05 .60
4.54 0.66 AlaunosTherap TCRT ... dd .73 –0.05 ... 10.10 9.96 ArogoCapital AOGOU ... ... 10.07 –0.02 ... 15.07 12.71 BlkRkTCPCap TCPC 8.6 6 13.93 –0.15 .30 39.10 3.50 Canaan CAN ... 3 4.23 –0.77 ... 32.36 15.43 Clarus CLAR .4 32 23.14 +1.31 .025
43.32 11.41 Alector ALEC ... dd 13.99 –0.85 ... 9.94 9.80 ArogoCapA AOGO ... ... 9.92 –0.02 ... 0.25 0.09 bleuacaciaRt BLEUR ... ... .10 –0.03 ... 51.00 23.25 CanadianSolar CSIQ ... 29 33.16 +2.30 ... 31.24 0.61 ClarusTherap CRXT ... 2 .66 –0.04 ...
13.65 8.00 AlgomaSteel ASTL 1.9 ... 10.31 +0.13 .0395 0.23 0.16 ArogoCapWt AOGOW ... ... .18 –0.01 ... 10.11 9.54 bleuacaciaUn BLEUU ... ... 10.01 +0.02 ... 14.78 3.50 CandelTherap CADL ... dd 3.85 –0.29 ... 2.02 0.11 ClarusTherapWt CRXTW ... ... .13 ... ...
4.13 0.42 AlgomaSteelWt ASTLW ... ... 2.96 +0.37 ... 37.49 8.02 ArrayTech ARRY ... dd 10.62 +1.40 ... 0.50 0.14 bleuacaciaWt BLEUW ... ... .23 –0.02 ... 10.66 10.06 CannaGlblAcqn CNGLU ... ... 10.11 +0.02 ... 10.03 9.98 CleanEarthAcqns CLINU ... ... 9.99 –0.02 ...
39.05 28.54 Alico ALCO 5.8 6 34.37 +1.00 .50 27.46 2.91 Arrival ARVL ... ... 3.30 +0.10 ... 0.83 0.31 BlockchainCoinWt BCSAW ... ... .45 –0.05 ... 9.96 9.78 Canna-GlobalA CNGL ... ... 9.95 +0.01 ... 16.59 4.70 CleanEnerFuels CLNE ... dd 7.86 +0.47 ...
737.45 400.00 AlignTech ALGN ... 41 400.67 –63.81 ... 38.24 31.53 ArrowFinancial AROW 3.2 11 34.01 –0.75 .27 10.40 10.02 BlockchainCoinI BCSAU ... ... 10.13 +0.01 ... 0.34 0.14 Canna-GlobalWt CNGLW ... ... .15 +0.01 ... 86.71 27.67 Clearfield CLFD ... 30 59.20 –0.43 ...
28.59 6.14 AlignmentHlthcr ALHC ... dd 9.33 +0.04 ... 93.66 39.42 ArrowheadPharm ARWR ... dd 41.78 –1.14 ... 10.58 4.09 BlockchainCoinIA BCSA ... ... 9.89 +0.02 ... 16.68 4.81 Canoo GOEV ... dd 5.71 +0.80 ... 7.73 1.31 ClearsideBiomed CLSD ... dd 1.93 +0.54 ...
34.31 2.11 AligosTherap ALGS ... dd 2.59 +0.30 ... 10.76 9.95 ArtemisStrat ARTEU ... ... 10.01 +0.01 ... 11.33 9.90 BlockchainMoon BMAQU ... ... 10.21 +0.03 ... 6.05 1.10 CanooWt GOEVW ... ... 1.20 +0.01 ... 28.85 1.95 CloverHealth CLOV ... dd 3.09 +0.89 ...
12.25 3.94 AlimeraSciences ALIM ... dd 5.39 +0.60 ... 10.17 9.80 ArtemisStratInvt ARTE ... cc 9.87 –0.04 ... 9.90 9.70 BlockchainMoonA BMAQ ... ... 9.83 ... ... 36.11 5.79 CanopyGrowth CGC ... dd 6.08 –0.24 ... 8.95 1.42 ClovisOncology CLVS ... dd 1.58 +0.06 ...
49.32 12.72 AlkamiTech ALKT ... dd 13.81 –0.68 ... 0.58 0.23 ArtemisStratInvtWt ARTEW ... ... .36 –0.04 ... 0.41 0.21 BlockchainMoonRt BMAQR ... ... .21 –0.01 ... 13.25 6.50 Cantaloupe CTLP ... dd 6.82 –0.19 ... 54.41 25.04 CoastalFinl CCB ... 23 48.55 +2.20 ...
33.00 18.43 Alkermes ALKS ... dd 24.38 +1.20 ... 27.57 11.40 Arteris AIP ... ... 12.70 –0.82 ... 0.68 0.17 BlockchainMoonWt BMAQW ... ... .21 ... ... 24.05 13.45 CanterburyPark CPHC .0 18 19.50 –0.50 .07 638.00 277.84 CocaColaCon COKE .2 22 450.45 –6.76 .25
125.20 4.85 Allakos ALLK ... dd 5.56 +0.41 ... 50.88 35.90 ArtesianRscs A ARTNA 2.2 27 48.21 –1.26 .2675 32.81 17.29 BloominBrands BLMN .0 10 20.33 –2.19 .14 28.16 18.37 CapitalBancorp CBNK .9 8 23.18 +0.03 .05 63.04 42.33 Coca-ColaEuro CCEP 3.6 18 45.61 –0.41 1.62
18.20 2.28 AllarityTherap ALLR ... ... 2.33 –0.65 ... 108.47 56.59 Arvinas ARVN ... dd 68.21 +3.67 ... 20.60 14.21 Blucora BCOR ... cc 18.29 –1.45 ... 29.00 22.02 CapitalCityBank CCBG 2.3 14 27.24 +0.34 .16 25.70 6.16 CodexDNA DNAY ... dd 9.20 +0.07 ...
32.44 5.37 Allbirds BIRD ... dd 5.37 –0.96 ... 178.71 101.04 AscendisPharma ASND ... dd 102.18 –2.35 ... 28.68 13.79 BlueBird BLBD ... dd 20.55 +0.29 ... 17.00 9.96 CapitalProduct CPLP 3.9 3 15.53 +0.41 .15 42.01 16.55 Codexis CDXS ... dd 18.18 –1.12 ...
45.94 34.30 AllegianceBcshs ABTX 1.3 11 44.51 +0.88 .14 4.74 0.73 AslanPharm ASLN ... dd .80 +0.04 ... 15.47 12.32 BlueFoundryBncp BLFY ... dd 13.73 +0.33 ... 28.41 21.26 CapitalSouthwest CSWC 7.7 15 23.59 –0.82 .48 27.09 4.12 CodiakBioSci CDAK ... dd 4.51 +0.18 ...
271.29 132.03 AllegiantTravel ALGT ... 16 140.25 –16.60 ... 9.10 0.98 AspenGroup ASPU ... dd 1.14 +0.07 ... 10.10 9.90 BlueOceanAcqn BOCNU ... ... 9.97 +0.03 ... 10.00 9.80 CapitalworksEMA CMCA ... ... 9.94 +0.01 ... 23.85 17.25 CodorusValleyBncp CVLY 2.7 15 22.08 –0.27 .15
38.28 22.05 AllegroMicro ALGM ... 48 25.77 –0.18 ... 169.22 122.29 AspenTech AZPN ... 37 139.48 –10.65 ... 9.89 9.80 BlueOceanA BOCN ... ... 9.89 +0.02 ... 10.20 9.90 CapitalworksEMAcqn CMCAU ... ... 10.07 ... ... 11.06 5.58 CogentBio COGT ... dd 5.81 –0.06 ...
16.16 5.33 AllianceResource ARLP 6.4 11 15.55 +0.24 .25 5.25 1.40 AssemblyBiosci ASMB ... dd 1.51 +0.02 ... 0.31 0.20 BlueOceanWt BOCNW ... ... .25 –0.03 ... 14.38 10.55 CapitolFedFin CFFN 3.1 19 11.09 +0.03 .085 80.50 57.23 CogentComm CCOI 5.2 61 62.99 –0.67 .855
62.35 49.99 AlliantEnergy LNT 2.8 23 60.23 –0.36 .4275 80.00 43.26 AstecIndustries ASTE 1.1 56 43.44 –3.94 .12 10.09 9.97 BlueWorldAcqn BWAQU ... ... 10.00 –0.02 ... 23.00 16.58 CapStarFin CSTR 1.1 10 21.71 +0.38 .06 92.17 61.51 Cognex CGNX .4 42 65.92 –1.70 .065
44.70 29.32 AlliedMotionTech AMOT .3 18 30.18 –4.48 .025 16.95 2.87 AstraSpace ASTR ... dd 3.66 +0.45 ... 23.04 4.16 bluebirdbio BLUE ... dd 4.38 –0.62 ... 29.65 9.63 CaraTherap CARA ... dd 12.09 +1.39 ... 13.80 2.31 CognitionTherap CGTX ... dd 2.69 +0.18 ...
39.12 7.75 AllogeneTherap ALLO ... dd 8.17 +0.13 ... 64.21 47.88 AstraZeneca AZN 2.3 cc 60.30 +2.83 .985 12.90 1.15 BlueCity BLCT ... dd 1.34 –0.17 ... 44.57 15.22 CardiovascularSys CSII ... dd 18.46 –3.47 ... 92.44 66.19 CognizantTech CTSH 1.2 22 88.04 –0.84 .27
21.04 7.11 Allot ALLT ... dd 7.59 –0.06 ... 22.01 3.83 AstriaTherap ATXS ... dd 6.73 +0.61 ... 4.26 2.91 BlueknightEner BKEP 5.2 2 3.26 –0.06 .0425 145.00 46.50 Cardlytics CDLX ... dd 46.82 –7.07 ... 32.80 9.30 CognyteSoftware CGNT ... cc 10.58 +0.02 ...
31.37 6.83 AlloVir ALVR ... dd 7.35 +0.04 ... 20.93 9.94 Astronics ATRO ... dd 12.78 –0.12 ... 117.86 53.26 BlueprintMed BPMC ... dd 57.10 +0.06 ... 10.02 4.77 Carecloud MTBC ... dd 5.09 +0.04 ... 270.99 222.04 Coherent COHR ... dd 258.25 –0.11 ...
22.20 13.05 AllscriptsHlthcr MDRX ... 20 20.98 –0.42 ... 18.52 11.50 AstroNova ALOT ... 14 15.06 +0.44 ... 42.58 2.80 BoltBiotherap BOLT ... dd 2.84 –0.08 ... 96.88 30.56 CareDx CDNA ... dd 30.78 –3.16 ... 19.32 10.53 CoherusBioSci CHRS ... dd 12.33 +0.48 ...
212.00 125.00 AlnylamPharm ALNY ... dd 154.96 –9.48 ... 20.04 8.24 AtaraBiotherap ATRA ... dd 9.02 +0.17 ... 2715.66 1796.45 BookingHldgs BKNG ... 72 2017.40 +32.36 ... 16.00 5.29 CareMax CMAX ... 51 7.79 +1.77 ... 50.70 25.89 Cohu COHU ... 8 28.35 +0.26 ...
64.00 23.66 Alpha&Omega AOSL ... 3 48.37 +1.45 ... 79.49 5.50 AteaPharm AVIR ... 4 5.79 +0.04 ... 56.80 36.05 Bottomline EPAY ... dd 56.59 –0.07 ... 7.15 0.84 CareMaxWt CMAXW ... ... 1.53 +0.56 ... 429.54 155.92 CoinbaseGlbl COIN ... 11 160.07 –5.68 ...
10.35 10.05 AlphaStarAcqn ALSAU ... ... 10.12 +0.07 ... 5.75 0.73 Athenex ATNX ... dd .89 +0.07 ... 22.82 12.60 BowmanConsult BWMN ... dd 15.84 –0.69 ... 24.89 16.86 CareTrustREIT CTRE 6.1 23 17.32 –0.30 .265 26.17 17.07 CollegiumPharm COLL ... 10 17.20 –0.70 ...
9.87 9.77 AlphaStarAcqn ALSA ... ... 9.87 +0.01 ... 23.64 8.51 AthiraPharma ATHA ... dd 9.66 +0.49 ... 20.05 4.41 BraggGaming BRAG ... dd 6.83 +0.36 ... 50.03 22.63 CarGurus CARG ... dd 41.27 –0.45 ... 158.42 98.23 ColliersIntl CIGI .2 dd 125.10 +0.68 .15
0.33 0.18 AlphaStarRt ALSAR ... ... .20 +0.01 ... 6.74 2.12 AtlanticAmerican AAME .9 4 2.34 –0.08 .02 11.77 6.53 Brainsway BWAY ... dd 7.60 +0.16 ... 32.65 8.55 CaribouBio CRBU ... dd 9.19 +0.26 ... 23.49 8.76 Collplant CLGN ... dd 9.00 –0.73 ...
0.25 0.06 AlphaStarWt ALSAW ... ... .08 ... ... 10.04 9.96 AtlCoastalAcqnII ACABU ... ... 9.98 –0.01 ... 98.78 33.51 Braze BRZE ... ... 35.03 –2.44 ... 9.45 1.57 CarLotz LOTZ ... dd 1.67 –0.02 ... 19.59 14.50 ColonyBankcorp CBAN 2.4 11 18.29 –0.38 .1075
30.89 13.78 AlphaTeknova TKNO ... dd 16.48 –0.67 ... 9.92 9.87 AtlCoastal II A ACAB ... ... 9.87 ... ... 72.08 7.10 BridgeBioPharma BBIO ... dd 8.58 +1.07 ... 2.54 0.26 CarLotzWt LOTZW ... ... .38 +0.02 ... 50.68 30.09 ColumbiaBanking COLB 3.4 13 35.26 +0.76 .30
3030.93 1996.09 Alphabet A GOOGL ... 23 2597.41 –40.72 ... 0.20 0.15 AtlCoastal II Wt ACABW ... ... .16 ... ... 21.80 10.26 BridgfordFoods BRID ... dd 10.92 –0.28 ... 60.62 35.92 Carlyle CG 2.4 5 42.47 –1.17 .25 22.15 16.34 ColumbiaFin CLBK ... 25 22.02 +0.61 ...
3042.00 2010.73 Alphabet C GOOG ... 23 2609.51 –32.93 ... 42.67 32.31 AtlUnionBkshs AUB 2.8 12 39.67 +0.66 .28 23.73 6.69 Brightcove BCOV ... 55 6.93 –0.25 ... 20.74 7.04 CarParts.com PRTS ... dd 7.07 –0.88 ... 114.98 83.62 ColumbiaSportswr COLM 1.4 16 85.56 –5.01 .30
19.36 9.06 Alphatec ATEC ... dd 10.61 –0.78 ... 41.32 30.20 AtlanticaSust AY 5.0 dd 34.47 –0.73 .44 62.33 40.03 BrighthouseFin BHF ... dd 46.21 –0.85 ... 8.09 2.07 CarrolsRestr TAST .0 dd 2.23 –0.09 .41 57.06 41.01 ColumbusMcKinn CMCO .6 43 42.47 –2.22 .06
15.14 6.00 AlpineImmune ALPN ... dd 7.64 –0.02 ... 91.98 25.46 Atlanticus ATLC ... 7 46.41 –2.27 ... 20.39 7.11 BrilliantEarthA BRLT ... 3 7.71 –0.29 ... 16.87 10.02 CarterBkshrs CARE ... 13 16.06 –0.16 ... 61.80 44.27 Comcast A CMCSA 2.4 15 45.02 –2.19 .27
10.00 9.94 AlsetCapAcqn ACAXU ... ... 9.97 ... ... 97.13 53.36 AtlasAir AAWW ... 5 81.08 –1.28 ... 10.63 9.95 BroadCapital BRACU ... ... 10.08 –0.04 ... 10.13 10.00 CarticaAcqn CITEU ... ... 10.10 +0.05 ... 79.10 61.81 CommerceBcshrs CBSH 1.5 16 70.93 +1.54 .265
82.96 56.71 AltairEngg ALTR ... dd 61.05 –4.04 ... 15.40 7.50 AtlasTech ATCX ... dd 11.32 +0.33 ... 10.13 9.82 BroadCapital BRAC ... ... 9.87 –0.05 ... 10.00 9.80 CarticaAcqnA CITE ... ... 9.98 –0.02 ... 13.61 6.92 CommVehicle CVGI ... 11 7.91 –0.67 ...
10.20 9.97 AltEnergyAcqn AEAEU ... ... 9.98 –0.03 ... 483.13 198.80 Atlassian TEAM ... dd 246.39 –21.22 ... 0.26 0.20 BroadCapitalRt BRACR ... ... .20 ... ... 0.82 0.20 CarticaAcqnWt CITEW ... ... .20 –0.05 ... 22.18 6.74 CommScope COMM ... dd 6.86 –1.52 ...
18.43 1.56 Atreca BCEL ... dd 2.99 –2.21 ... 677.76 419.14 Broadcom AVGO 2.8 33 577.85 –18.14 4.10 10.57 3.68 CasaSystems CASA ... cc 4.18 –0.17 ... 10.59 1.92 CommsSystems JCS .0 4 2.01 –0.10 3.50
Nasdaq Issues
47.53 38.20 CmntyTrBcp CTBI 3.8 9 42.11 –0.38 .40 16.48 13.15 DonegalGroup A DGICA 4.8 16 13.39 –0.16 .16 16.05 6.01 Fanhua FANH 10.2 8 6.64 –0.02 .15 19.09 1.16 GeminiTherap GMTX ... dd 1.50 +0.17 ... 45.73 35.05 HomeBancorp HBCP 2.4 7 38.96 –0.65 .23
14.62 10.76 CommWestBcshs CWBC 2.1 9 13.61 –0.08 .07 16.36 12.00 DonegalGroup B DGICB 4.3 18 13.30 +0.06 .1425 17.48 3.71 FaradayFuture FFIE ... dd 5.45 +0.69 ... 15.75 10.06 GencorIndustries GENC ... 39 10.46 +0.14 ... 10.91 9.81 HomePlateAcqn HPLTU ... ... 9.85 –0.02 ...
84.22 59.01 CommVaultSys CVLT ... 90 60.41 –3.66 ... 24.73 13.51 DorchesterMnls DMLP 8.1 12 23.84 +0.34 .6393 13.08 5.30 FarmerBros FARM ... dd 6.01 +0.07 ... 38.86 3.96 GenerationBio GBIO ... dd 4.46 +0.30 ... 10.19 9.65 HomePlateAcqn HPLT ... ... 9.70 –0.10 ...
10.04 9.65 CompassDigital CDAQU ... ... 9.71 –0.04 ... 122.96 88.44 DormanProducts DORM ... 23 95.11 –1.41 ... 16.00 1.55 FastRadius FSRD ... 11 1.59 –0.15 ... 10.10 9.92 GenesisGrowth GGAAU ... ... 10.07 ... ... 0.89 0.15 HomePlateAcqnWt HPLTW ... ... .17 –0.13 ...
9.74 9.59 CompassDigitalAcqn CDAQ ... ... 9.65 +0.03 ... 18.50 11.76 DoubleDown DDI ... 7 12.50 ... ... 1.87 0.14 FastRadiusWt FSRDW ... ... .21 +0.02 ... 10.21 9.86 GenesisGrowthA GGAA ... ... 9.93 –0.02 ... 11.88 2.80 HomePtCap HMPT 5.1 3 3.16 –0.04 .04
10.69 5.77 CompoSecure CMPO ... dd 7.55 +0.95 ... 14.78 1.44 DouYuIntl DOYU ... dd 1.46 –0.38 ... 64.75 46.32 Fastenal FAST 2.3 34 53.97 ... .31 0.35 0.17 GenesisGrowthWt GGAAW ... ... .18 ... ... 57.40 36.20 HomeStreet HMST 2.8 9 50.41 –0.21 .35
2.50 0.61 CompoSecureWt CMPOW ... ... 1.52 +0.18 ... 74.38 16.06 DraftKings DKNG ... dd 16.11 –4.58 ... 9.85 9.70 FatProjectsAcqn FATP ... ... 9.85 +0.02 ... 25.23 2.55 Genetron GTH ... dd 2.68 –0.22 ... 32.60 20.83 HomeTrustBcshs HTBI 1.2 23 30.53 +0.27 .09
9.61 2.54 Compugen CGEN ... dd 3.18 +0.26 ... 36.60 15.25 DreamFinders DFH ... 20 21.95 +1.03 ... 0.47 0.17 FatProjectsAcqnWt FATPW ... ... .20 +0.01 ... 6.38 3.01 Genfit GNFT ... dd 3.67 +0.24 ... 11.14 2.54 HomologyMed FIXX ... dd 3.16 +0.14 ...
37.62 26.11 ComputerPrograms CPSI ... 27 34.03 –0.81 ... 34.62 22.26 DrivenBrands DRVN ... cc 26.07 –1.08 ... 97.43 30.14 FateTherap FATE ... dd 33.55 +1.08 ... 49.07 30.08 Genmab GMAB ... 44 31.71 +0.69 ... 23.88 5.03 Honest HNST ... dd 5.22 –0.22 ...
11.68 6.77 ComputerTask CTG ... 10 9.03 –0.07 ... 33.00 19.90 Dropbox DBX ... 24 20.35 –1.65 ... 5.52 1.00 FedNat FNHC ... dd 1.26 +0.06 ... 37.90 27.41 Gentex GNTX 1.7 19 28.19 –0.28 .12 236.86 174.42 Honeywell HON 2.2 23 182.24 –5.19 .98
5.25 2.24 comScore SCOR ... dd 2.54 –0.03 ... 50.90 20.40 DuckCreekTech DCT ... dd 21.17 –0.90 ... 36.13 9.88 FibroGen FGEN ... dd 12.85 –0.13 ... 99.00 61.15 Gentherm THRM ... 25 68.59 –1.97 ... 42.90 19.68 HookerFurnishings HOFT 3.9 10 20.50 –0.09 .20
29.59 15.01 ComtechTel CMTL 2.5 cc 15.83 –4.03 .10 20.78 11.92 DuluthHoldings DLTH ... 12 12.96 –0.37 ... 66.80 43.69 FidelityD&D FDBC 2.9 10 46.25 –1.27 .33 11.46 4.97 GeospaceTech GEOS ... dd 6.45 +0.24 ... 17.68 12.48 HopeBancorp HOPE 3.4 10 16.47 +0.40 .14
208.48 125.60 Concentrix CNXC .5 26 196.31 +3.57 .25 205.00 70.67 Duolingo DUOL ... dd 76.70 +2.02 ... 6.74 1.02 FieldTripHealth FTRP ... dd 1.05 –0.26 ... 51.11 34.30 GermanAmerBncp GABC 2.3 13 39.85 –0.35 .23 23.80 15.66 HorizonBancorp HBNC 3.0 10 20.22 +0.59 .15
6.53 2.57 ConcertPharm CNCE ... dd 2.77 –0.11 ... 22.92 6.39 DyneTherap DYN ... dd 8.74 +0.68 ... 17.35 8.51 FiestaRestaurant FRGI ... dd 8.96 –0.67 ... 2.23 0.99 Geron GERN ... dd 1.09 +0.07 ... 19.08 13.21 HorizonTechFin HRZN 9.0 10 13.32 –1.83 .10
8.50 4.12 Conduent CNDT ... dd 4.32 +0.08 ... 50.64 34.35 FifthThirdBncp FITB 2.7 12 44.00 –0.55 .30 0.94 0.27 GesherIAcqnWt GIACW ... ... .33 +0.06 ... 120.54 79.81 HorizonTherap HZNP ... 45 100.76 +1.38 ...
94.97
4.33
30.99
2.06
Confluent
Conifer
CFLT
CNFR
...
...
dd
dd
31.08
2.44
–4.52
+0.03
...
... E 79.00
33.78
43.19
27.60
51job
FinInstitutions
JOBS
FISI
...
3.6
39
7
55.23
32.38
–0.97
+0.66
...
.29
4.32
99.33
1.14
44.48
22.50
GetnetAdquirencia
GibraltarInds
GET
ROCK
7.1
...
...
20
1.31
46.61
–0.01
–1.33
.0853
...
19.75
21.13
14.67
5.53
HostHotels
HoughtonMifflin
HST
HMHC
.7
...
dd
dd
18.02
20.96
+0.76
+0.04
.03
...
29.27 3.10 ConnectBiopharma CNTB ... ... 3.11 –0.95 ... 9.95 9.75 FinStrategiesA FXCO ... ... 9.89 +0.01 ... 35.80 GIIIApparel GIII ... 7 24.00 –1.08 ... 61.85 27.22 Huazhu HTHT .7 87 27.23 –11.17 .21
37.00 23.91 ConnectOneBncp CNOB 1.6 10 32.61 +0.41 .13 2.52 0.17 ECMOHO MOHO ... dd .23 –0.06 ... 0.28 0.17 FinStrategiesAcqnRt FXCOR ... ... .18 ... ... 13.98 6.58 GilatSatellite GILT ... dd 7.99 –0.02 ... 87.21 62.36 HubGroup HUBG ... 16 78.75 –6.57 ...
31.48 13.50 Conn's CONN ... 4 18.52 –0.36 ... 9.88 5.00 EDAP TMS EDAP ... cc 7.24 +0.15 ... 0.38 0.15 FinStrategiesWt FXCOW ... ... .17 –0.01 ... 74.12 57.32 GileadSciences GILD 5.0 12 58.00 –3.86 .73 35.97 15.46 HudsonGlobal HSON ... 42 33.35 +1.39 ...
69.31 34.81 ConsensusCloud CCSI ... ... 56.22 –3.30 ... 10.38 9.98 EsgenAcqn ESACU ... ... 10.07 ... ... 22.50 5.80 FinchTherap FNCH ... ... 6.03 –0.57 ... 137.00 35.12 GitLab GTLB ... dd 35.50 –9.24 ... 11.29 0.71 HuizeHolding HUIZ ... dd .75 –0.43 ...
10.05 9.96 ConsiliumAcqnI CSLMU ... ... 9.99 ... ... 10.49 9.85 EsgenAcqnA ESAC ... ... 9.98 ... ... 11.16 9.98 FinnovateAcqn FNVTU ... ... 10.06 +0.01 ... 12.58 9.57 GladstoneCap GLAD 7.1 4 10.98 +0.11 .065 17.45 4.37 Humacyte HUMA ... dd 5.69 +0.28 ...
9.75 9.69 Consilium I A CSLM ... ... 9.75 ... ... 0.65 0.21 EsgenAcqnWt ESACW ... ... .30 ... ... 9.93 9.75 FinnovateAcqnA FNVT ... ... 9.93 +0.03 ... 26.13 18.94 GladstoneComm GOOD 7.0 dd 21.41 –0.58 .1254 4.79 1.14 HumacyteWt HUMAW ... ... 1.59 +0.04 ...
0.25 0.15 Consilium I Rt CSLMR ... ... .15 ... ... 18.73 14.79 ESSA Bancorp ESSA 2.6 11 18.43 +0.08 .12 0.51 0.16 FinnovateAcqnWt FNVTW ... ... .23 ... ... 17.15 11.75 GladstoneInvt GAIN 6.2 5 14.63 –0.28 .075 208.87 155.11 JBHunt JBHT .8 28 198.35 –5.50 .40
0.22 0.15 Consilium I Wt CSLMW ... ... .15 ... ... 31.99 20.07 EVO Payments EVOP ... dd 22.59 –0.28 ... 9.94 9.82 FintechEcoA FEXD ... ... 9.93 ... ... 36.12 17.53 GladstoneLand LAND 1.5 dd 35.85 +3.76 .0453 17.79 13.01 HuntingtonBcshs HBAN 4.2 16 14.72 –0.04 .155
9.89 4.51 ConsldComm CNSL ... dd 5.55 +0.35 ... 26.13 21.62 EagleBncpMT EBMT 2.3 10 22.18 +0.08 .125 0.28 0.10 FintechEcoRt FEXDR ... ... .15 +0.02 ... 46.96 24.61 GlbBloodTherap GBT ... dd 27.81 +0.28 ... 38.83 27.80 Hurco HURC 1.6 24 34.30 +0.73 .14
15.29 9.01 ConsldWater CWCO 3.1 cc 10.85 +1.01 .085 68.99 33.50 EagleBulkShip EGLE 12.4 6 65.88 +10.51 2.05 0.36 0.13 FintechEcoWt FEXDW ... ... .20 ... ... 83.77 24.22 Global-EOnline GLBE ... dd 28.70 –3.73 ... 59.09 42.66 HuronConsulting HURN ... 15 43.66 –3.94 ...
56.57 38.00 ConstellationEner CEG 1.1 ... 49.32 –1.68 .141 58.25 36.48 EaglePharm EGRX ... dd 50.75 +5.65 ... 21.86 11.90 FinWiseBancorp FINW ... ... 18.70 –1.45 ... 0.65 0.32 GlblTechAcqnIWt GTACW ... ... .42 –0.03 ... 16.57 3.15 Hut8Mining HUT ... 12 4.99 –0.33 ...
44.99 22.31 ConstructionPtrs ROAD ... 78 26.74 +0.84 ... 62.47 3.50 Eargo EAR ... dd 3.54 –0.33 ... 24.73 14.76 FirstAdvantage FA ... dd 15.78 –0.07 ... 10.40 9.97 GlblTechAcqnI GTACU ... ... 10.02 –0.08 ... 71.53 12.75 Hydrofarm HYFM ... 43 13.13 –1.34 ...
14.77 3.81 ConsumerPtfo CPSS ... 6 10.95 –0.39 ... 93.51 65.87 EastWestBncp EWBC 2.1 13 76.64 –0.64 .40 50.92 37.60 FirstBancorpNC FBNC 2.0 13 43.52 +0.52 .22 10.30 9.69 GlblTechAcqnI GTAC ... ... 9.92 –0.02 ... 16.61 2.75 Hyperfine HYPR ... dd 2.92 –0.20 ...
20.11 1.83 ContextLogic WISH ... dd 1.88 –0.02 ... 23.03 17.94 EasternBankshares EBC 1.9 24 21.60 +0.42 .10 36.80 26.97 FirstBancorp FNLC 4.3 9 29.76 –0.54 .32 21.25 14.38 GlobalWaterRscs GWRS 1.8 cc 15.99 +0.34 .0246 11.25 5.15 Hywin HYW ... ... 6.21 –0.14 ...
161.12 104.09 Copart CPRT ... 26 115.52 –2.89 ... 33.96 23.12 Eastern EML 1.8 17 24.07 –0.48 .11 42.89 33.33 FirstBancshares FBMS 1.9 12 34.97 +1.20 .17 73.25 43.59 GlobalFoundries GFS ... ... 58.46 –2.23 ... 12.63 3.86 HyzonMotors HYZN ... dd 5.71 +0.76 ...
14.98 5.82 CoreScientific CORZ ... dd 7.46 +1.00 ... 12.71 0.70 EbangIntl EBON ... ... 1.04 –0.06 ... 15.90 10.85 FirstBank FRBA 1.7 8 14.05 –0.45 .06 10.53 9.72 GlobalinkInvt GLLIU ... ... 10.01 –0.04 ... 3.05 0.80 HyzonMotorsWt HYZNW ... ... 1.45 +0.32 ...
4.80 0.96 CoreScientificWt CORZW ... ... 1.97 +0.35 ... 81.19 49.53 eBay EBAY 1.8 dd 50.06 –5.60 .22 29.73 21.00 FirstBusey BUSE 3.4 12 26.90 +0.07 .23 9.90 9.77 GlobalinkInvt GLLI ... ... 9.90 +0.01 ...
44.42 0.31 0.16 GlobalinkInvtRt GLLIR ... ... .16 –0.02 ...
10.60
42.97
121.98
3.65
17.68
3.79
CorMedix
CorsairGaming
Cortexyme
CRMD
CRSR
CRTX
...
...
...
dd
19
dd
4.85
18.90
4.75
+0.38
–2.83
+0.37
...
...
...
30.90
40.49
24.14
18.63
10.21
Ebix
EchoStar
EdgewiseTherap
EBIX
SATS
EWTX
.8
...
...
18
32
dd
39.00
24.00
11.22
+14.32
+1.58
+0.75
.075
...
...
34.22
947.71
36.73
23.75
641.30
27.77
FirstBusFinSvcs
FirstCitizBcshA
FstCmntyBcsh
FBIZ
FCNCA
FCBC
2.5
.3
3.8
13
10
8 32.00
709.33
28.13
–0.60
–1.33
–0.84
.1975
.47
.27
0.29
3.62
0.08
1.01
GlobalinkInvtWt
GlycoMimetics
GLLIW
GLYC
...
...
...
dd
.12
1.10
+0.01
+0.03
...
...
I
213.38 100.68 Corvel CRVL ... 46 156.67 –7.27 ... 73.03 13.25 EditasMedicine EDIT ... dd 15.06 –1.00 ... 4.89 3.90 FirstEagleAltCap FCRD 9.1 7 4.41 –0.07 .10 19.49 9.18 Gogo GOGO ... 17 17.04 +0.65 ...
179.12 96.74 IAC/InterActive IAC ... 16 98.29 –2.93 ...
9.54 1.50 CorvusPharm CRVS ... 22 1.51 –0.02 ... 19.35 6.96 EducDev EDUC 4.8 7 8.29 +0.20 .10 26.83 21.25 FirstFinBncpOH FFBC 3.8 11 24.00 +0.32 .23 12.40 1.05 GoHealth GOCO ... 10 1.09 –0.08 ...
19.32 25.50 10.77 IBEX IBEX ... 20 15.98 –0.12 ...
101.05 49.00 CoStar CSGP ... 75 55.43 –2.49 ... 53.50 9.83 EHang EH ... dd 9.85 –2.18 ... 55.00 43.03 FirstFinBkshs FFIN 1.3 29 46.12 –0.06 .15 9.26 GolarLNG GLNG ... 5 18.55 +0.57 ...
108.23 84.68 ICF Intl ICFI .6 24 89.32 –0.71 .14
571.49 322.38 Costco COST .6 43 527.42 +1.92 .79 78.00 10.27 eHealth EHTH ... dd 10.27 –1.31 ... 47.10 37.70 FirstFinIN THFF 2.3 12 46.11 –0.38 .10 59.32 24.47 GoldenEnt GDEN ... 10 53.51 –0.03 ...
23.24 5.87 GoldenNugget GNOG ... dd 5.88 –1.69 ... 282.00 183.39 ICU Medical ICUI ... 47 224.00 –18.93 ...
52.26 14.87 Couchbase BASE ... dd 15.82 –2.45 ... 10.45 3.53 EigerBioPharma EIGR ... dd 5.10 +0.92 ... 17.58 13.40 FirstFinNW FFNW 2.8 13 17.01 +0.13 .12 28.00 11.75 IDEAYA Bio IDYA ... dd 12.80 +0.73 ...
10.17 10.01 CounterPress CPAQU ... ... 10.14 +0.01 ... 9.82 9.65 8iAcqn2 LAX ... ... 9.81 ... ... 29.41 20.30 FirstFoundation FFWM 1.7 11 25.63 +0.29 .11 13.09 6.62 GoldenOcean GOGL 20.8 7 12.03 +0.55 .90
706.95 460.36 IdexxLab IDXX ... 58 498.08 –37.63 ...
286.22 99.29 CoupaSoftware COUP ... dd 99.36 –14.39 ... 0.35 0.12 8iAcqn2Rt LAXXR ... ... .20 –0.04 ... 23.06 15.01 FirstGuarBcshs FGBI 3.0 10 21.48 –0.77 .16 16.23 14.45 GolubCapital GBDC 8.1 8 14.86 –0.79 .30
56.24 39.75 IES Holdings IESC ... 13 43.94 +3.00 ...
34.75 18.30 CovenantLogist CVLG 1.1 6 21.92 –0.32 .0625 0.80 0.10 8iAcqn2Wt LAXXW ... ... .28 –0.12 ... 31.16 24.75 FirstHawaiian FHB 3.7 14 28.03 +0.25 .26 48.05 13.68 GoodRx GDRX ... dd 13.87 –2.11 ...
11.64 99.44 14.47 IGM Biosci IGMS ... dd 17.11 +1.43 ...
35.59 15.71 Covetrus CVET ... dd 16.59 –0.99 ... 28.28 3.49 89bio ETNB ... dd 3.66 +0.05 ... 53.56 28.05 FirstInternetBncp INBK .5 9 45.03 +0.20 .06 24.89 Goodyear GT ... 5 13.02 –0.47 ...
83.45 54.35 II-VI IIVI ... 30 65.69 +0.38 ...
44.07 25.86 Cowen COWN 1.9 3 25.89 –2.78 .12 19.95 11.35 ElPolloLoco LOCO ... 15 11.41 –1.55 ... 51.24 36.01 FirstInterBanc FIBK 4.2 13 39.03 +0.51 .41 181.30 63.27 GooseheadIns GSHD .0 cc 66.62 +0.46 1.63
7.56 85.40 16.50 I-Mab IMAB ... ... 16.76 –4.39 ...
178.82 109.51 CrackerBarrel CBRL 4.2 20 117.40 –4.77 1.30 216.87 122.85 ElbitSystems ESLT .9 27 204.90 +1.51 .46 50.65 37.67 FirstMerchants FRME 2.7 11 43.36 +0.25 .29 13.79 GoPro GPRO ... 3 7.69 –0.54 ...
82.94 59.10 IndusRealty INDT .9 60 72.80 –5.81 .16
703.27 346.49 CreditAcceptance CACC ... 8 470.31 –65.00 ... 12.00 1.70 ElcLastMile ELMS ... dd 1.90 +0.11 ... 45.84 36.48 FirstMidBcshs FMBH 2.2 14 40.21 –0.33 .22 11.08 9.90 GoresIX GHIXU ... ... 9.98 –0.02 ...
... ... GoresIX Wt GHIXW ... ... .53 ... ... 10.32 2.69 IN8bio INAB ... ... 3.20 –1.03 ...
18.00 10.80 CredoTech CRDO ... dd 15.51 –0.15 ... 2.97 0.22 ElcLastMileWt ELMSW ... ... .24 –0.01 ... 23.77 15.94 FirstNWBncp FNWB 1.3 13 22.40 –0.01 .07 17.88 3.56 IO Biotech IOBT ... ... 3.80 –2.37 ...
21.48 16.58 CrescentCapBDC CCAP 9.3 6 17.55 +0.05 .05 2.44 0.48 electroCore ECOR ... dd .55 +0.03 ... 123.13 61.24 FirstSolar FSLR ... 17 75.39 +3.54 ... 14.30 7.04 GossamerBio GOSS ... dd 8.97 –0.63 ...
241.43 103.05 IPG Photonics IPGP ... 21 110.80 +5.60 ...
10.08 9.91 CresceraCapAcqnUn CRECU ... ... 10.02 –0.04 ... 148.93 120.08 ElectronicArts EA .6 55 122.33 –4.16 .17 52.70 41.19 1stSource SRCE 2.5 10 48.79 +0.89 .31 17.15 2.98 Grab GRAB ... 3 3.14 –0.22 ...
2.80 24.71 2.50 GracellBiotech GRCL ... dd 2.55 –0.25 ... 3.66 1.91 IRSA Prop IRCP ... dd 2.49 +0.03 ...
0.60 0.30 CresceraCapWt CRECW ... ... .40 +0.01 ... 16.22 ElevationOnc ELEV ... dd 2.83 –0.30 ... 24.50 16.26 FirstUnited FUNC 2.9 7 21.02 –0.63 .15 35.99 17.80 i3Verticals IIIV ... dd 24.28 –0.11 ...
9.40 4.27 Cresud CRESY ... 4 7.83 –0.83 ... 29.69 7.97 EliemTherap ELYM ... dd 10.56 +1.40 ... 25.46 11.91 FirstWatchRest FWRG ... ... 12.26 –1.21 ... 115.96 70.00 GrandCanyonEduc LOPE ... 15 91.55 +3.00 ...
34.00 7.59 GraphiteBio GRPH ... dd 8.66 +0.49 ... 19.32 5.60 IVERICbio ISEE ... dd 14.84 –0.30 ...
47.36 9.61 Cricut CRCT ... 17 10.70 –3.80 ... 4.46 0.37 EloxxPharm ELOX ... dd .47 +0.07 ... 34.20 22.78 FirstWesternFin MYFW ... 13 32.46 –0.26 ... 9.90 9.68 IXAcqnA IXAQ ... ... 9.78 +0.02 ...
28.95 14.84 CrineticsPharm CRNX ... dd 19.30 +0.96 ... 10.49 3.01 EmbarkTech EMBK ... 39 4.02 –0.38 ... 97.04 58.30 FirstCash FCFS 1.9 21 64.31 –2.98 .30 8.72 1.15 GraybugVision GRAY ... dd 1.21 +0.02 ...
23.46 13.57 GreatElmCap GECC 15.5 dd 15.52 +1.57 .60 0.54 0.25 IXAcqnWt IXAQW ... ... .25 –0.08 ...
46.65 25.04 Criteo CRTO ... 12 25.04 –4.63 ... 2.40 0.40 EmbarkTechWt EMBKW ... ... .56 –0.14 ... 6.78 3.19 FirsthandTechVal SVVC ... 7 3.39 +0.11 ... 61.89 48.93 IcahnEnterprises IEP 14.9 dd 53.70 –0.31 2.00
10.35 9.71 CrixusBH3 A BHAC ... ... 9.81 +0.02 ... 10.87 3.60 Emcore EMKR ... 5 3.61 –0.10 ... 202.78 130.90 FirstService FSV .6 44 134.05 –7.08 .2025 2.99 1.70 GreatElm GEG ... dd 1.94 –0.05 ...
63.42 31.34 Ichor ICHR ... 14 33.35 +1.18 ...
0.64 0.25 CrixusBH3AcqnWt BHACW ... ... .28 –0.21 ... 10.55 9.89 EM Horizon HORIU ... ... 9.96 –0.02 ... 127.34 89.91 Fiserv FISV ... 47 94.15 –3.17 ... 16.28 13.24 GreatLakesDredge GLDD ... 20 14.98 +0.31 ...
62.70 49.53 GreatSouthernBncp GSBC 2.4 11 59.70 –2.20 .36 14.66 1.48 iClickInteract ICLK ... dd 1.48 –0.38 ...
183.88 67.03 Crocs CROX ... 6 70.14 –1.59 ... 9.97 9.75 EM Horizon A HORI ... ... 9.81 –0.04 ... 237.86 143.44 FiveBelow FIVE ... 33 153.42 +3.76 ... 313.00 176.72 Icon ICLR ... 76 223.88 –2.44 ...
10.94 3.00 Cronos CRON ... dd 3.09 –0.10 ... 0.49 0.10 EMHorizonWt HORIW ... ... .15 –0.01 ... 211.68 86.42 Five9 FIVN ... dd 87.38 –10.04 ... 44.27 22.85 GreenPlains GPRE ... dd 30.84 +0.61 ...
49.99 13.10 Icosavax ICVX ... dd 15.26 –2.15 ...
30.40 11.50 CrossCtyHlthcr CCRN ... 5 19.09 –1.97 ... 24.00 18.76 Enact ACT .0 ... 20.89 +0.70 1.23 33.98 21.91 FiveStarBncp FSBC 2.1 10 28.83 –0.49 .15 16.02 11.24 GreenPlainsPtrs GPP 12.9 8 13.66 –0.04 .44
16.50 11.81 CrossFirstBkshs CFB ... 12 15.96 +0.23 ... 102.00 40.37 EnantaPharma ENTA ... dd 65.00 –2.04 ... 19.50 14.88 Flex FLEX ... 8 15.94 +0.13 ... 0.55 0.33 GreenVisorI Wt GVCIW ... ... .34 –0.06 ... 28.24 15.86 iHeartMedia IHRT ... dd 18.89 –1.05 ...
10.29 9.91 GreenVisorI GVCIU ... ... 10.12 –0.04 ... 37.61 5.63 IkenaOncology IKNA ... dd 6.11 –0.12 ...
298.48 150.02 CrowdStrike CRWD ... dd 190.54 +11.51 ... 72.67 37.60 EncoreCapital ECPG ... 6 62.04 –4.42 ... 51.13 18.43 Flexsteel FLXS 3.2 19 18.59 –1.41 .15 9.97 9.78 GreenVisorI A GVCI ... ... 9.97 +0.02 ... 526.00 303.50 Illumina ILMN ... 60 303.87 –19.70 ...
11.15 9.91 Crypto1Acqn DAOOU ... ... 10.05 –0.02 ... 151.64 65.26 EncoreWire WIRE .1 5 125.44 +10.81 .02 39.40 9.82 FluenceEnergy FLNC ... ... 10.88 +0.84 ... 519.04 7.79 GreenidgeGen GREE ... dd 7.98 –0.36 ... 35.68 14.61 ImagoBioSci IMGO ... dd 23.47 +1.71 ...
9.90 9.75 Crypto1AcqnA DAOO ... ... 9.84 ... ... 8.74 1.94 EndoIntl ENDP ... dd 2.32 –0.03 ... 6.93 1.19 Fluent FLNT ... dd 1.78 +0.36 ...
10.29 10.06 EnergemUn ENCPU ... ... 10.25 –0.04 ... 6.40 0.47 Greenlane GNLN ... dd .50 +0.01 ... 11.19 1.10 Imara IMRA ... dd 1.57 –0.05 ...
0.50 0.28 Crypto1AcqnWt DAOOW ... ... .29 –0.01 ... 7.51 2.67 Fluidigm FLDM ... dd 3.40 –0.09 ... 10.48 4.60 iMediaBrands IMBI ... dd 6.20 +0.10 ...
22.55 7.12 CueHealth HLTH ... 70 7.83 –2.20 ... 0.35 0.15 EnergemWt ENCPW ... ... .17 ... ... 25.95 19.79 FlushingFin FFIC 3.8 9 23.06 –0.87 .22 9.71 6.60 GreenlightCapRe GLRE ... 14 6.79 –0.60 ...
24.99 16.40 EnergyRecovery ERII ... 78 19.02 –0.44 ... 12.63 5.33 GreenSky GSKY ... 17 9.64 +0.02 ... 11.68 4.46 Immersion IMMR ... 13 5.10 –0.21 ...
52.22 11.87 CullinanOncology CGEM ... dd 13.95 +1.02 ... 57.41 22.81 Flywire FLYW ... dd 25.30 –0.03 ... 19.07 10.10 Grifols GRFS 3.2 10 11.11 –0.06 .4562 33.99 6.32 Immuneering IMRX ... dd 6.49 –0.14 ...
7.51 2.20 CumberlandPharm CPIX ... dd 2.69 –0.47 ... 12.16 2.69 EnjoyTech ENJY ... dd 3.48 +0.58 ... 69.13 40.93 FocusFinPtrs FOCS ... cc 44.27 –1.24 ...
1.97 0.15 EnjoyTechWt ENJYW ... ... .23 +0.07 ... 27.10 6.63 GrindrodShipping GRIN 11.9 6 24.25 –1.22 .72 18.00 6.96 Immunic IMUX ... dd 10.45 –0.21 ...
14.84 8.91 CumulusMedia CMLS ... 13 10.74 –0.54 ... 10.26 10.00 FocusImpact FIACU ... ... 10.03 –0.07 ... 16.00 4.11 Gritstone GRTS ... dd 4.70 +0.24 ... 39.60 4.81 ImmunityBio IBRX ... dd 6.01 –0.08 ...
130.48 14.20 CureVac CVAC ... ... 15.69 –0.10 ... 39.48 11.65 Enovix ENVX ... dd 13.92 +0.56 ... 10.42 9.68 FocusImpactAcqn FIAC ... ... 9.92 +0.02 ...
282.46 108.88 EnphaseEnergy ENPH ... cc 171.07 +12.92 ... 42.29 21.01 GroceryOutlet GO ... 47 29.40 +0.08 ... 49.61 18.43 Immunocore IMCR ... dd 25.77 +3.37 ...
17.40 2.78 Curis CRIS ... dd 2.96 ... ... 0.58 0.30 FocusImpactAcqnWt FIACW ... ... .33 –0.06 ... 61.22 16.37 Groupon GRPN ... 5 18.01 +1.01 ... 9.62 4.58 Immunogen IMGN ... dd 5.33 +0.14 ...
60.36 27.27 Cutera CUTR ... cc 42.29 +1.80 ... 98.66 68.29 EnsignGroup ENSG .3 25 84.82 –0.57 .055 25.25 4.25 FocusUniversal FCUV ... dd 9.50 –0.47 ...
286.89 220.00 EnstarGroup ESGR ... 14 268.01 –6.29 ... 10.11 9.92 GrowthforGood GFGDU ... ... 9.95 +0.02 ... 16.47 3.61 ImmunoPrecise IPA ... dd 3.64 –0.86 ...
11.80 6.00 Cvent CVT ... dd 7.49 –0.28 ... 24.34 8.01 FoghornTherap FHTX ... dd 10.73 +1.73 ... 9.89 9.60 GrowthforGoodA GFGD ... ... 9.68 +0.01 ... 17.37 5.05 Immunovant IMVT ... dd 5.14 –0.35 ...
29.00 6.40 CVRx CVRX ... dd 6.45 –1.67 ... 3.88 1.40 EntasisTherap ETTX ... dd 1.64 –0.11 ... 10.17 9.93 ForbionEuro FRBNU ... ... 9.93 –0.10 ...
158.00 99.65 Entegris ENTG .3 40 120.77 +4.46 .10 0.25 0.15 GrowthforGoodRt GFGDR ... ... .18 +0.02 ... 5.44 2.02 Immutep IMMP ... dd 2.69 –0.06 ...
201.68 113.34 CyberArkSoftware CYBR ... dd 150.15 –10.09 ... 10.00 9.86 ForbionEuroA FRBN ... ... 9.92 ... ... 0.39 0.10 GrowthforGoodWt GFGDW ... ... .16 –0.14 ... 34.75 5.91 ImpelNeuro IMPL ... dd 6.45 +0.37 ...
49.95 23.30 CyberOptics CYBE ... 22 36.59 –0.65 ... 46.48 31.36 EnterpriseBncp EBTC 2.1 11 38.67 –0.59 .205 36.04 8.63 FormaTherap FMTX ... dd 8.84 –0.30 ...
52.00 42.23 EnterpriseFinSvcs EFSC 1.7 13 48.72 +0.23 .21 60.53 44.86 GrAeroportuario OMAB ... 25 52.45 –3.18 ... 94.39 39.69 Impinj PI ... dd 58.66 –1.45 ...
4.86 0.90 CyclerionTherap CYCN ... dd .99 –0.10 ... 51.37 32.69 FormFactor FORM ... 37 39.21 –0.38 ... 121.56 63.37 InariMedical NARI ... cc 81.14 –16.91 ...
5.15 2.67 CymaBayTherap CBAY ... dd 3.21 +0.08 ... 10.80 10.02 Ent4.0TechAcqn ENTFU ... ... 10.05 –0.01 ... 142.00 80.98 FormulaSys FORTY 1.0 31 102.56 +1.51 .7812 44.60 31.65 GuarantyBcshrs GNTY 2.2 11 36.01 +0.60 .20
10.90 9.80 Ent4.0TechAcqnA ENTF ... ... 9.90 –0.01 ... 34.86 18.92 GuarFedBcsh GFED 1.9 13 31.44 –0.14 .15 17.12 10.46 Incannex IXHL ... dd 14.16 +1.32 ...
90.49 64.32 CyrusOne CONE 2.3 cc 90.18 –0.12 .52 60.90 39.64 ForresterRes FORR ... 39 50.34 –2.35 ... 53.00 10.10 9.97 InceptionGrowth IGTAU ... ... 10.00 –0.02 ...
23.10 3.25 CyteirTherap CYT ... dd 3.39 –0.90 ... 0.70 0.35 Ent4.0TechAcqnWt ENTFW ... ... .38 –0.02 ... 24.01 22.60 Forterra FRTA ... 14 23.58 +0.03 ...
169.43 GuardantHealth GH ... dd 54.40 –3.52 ...
8.88 1.84 EnthusiastGaming EGLX ... dd 2.50 –0.08 ... 5.30 3.54 GulfIslandFab GIFI ... dd 4.24 +0.51 ... 10.00 9.71 InceptionGrowth IGTA ... ... 9.84 +0.01 ...
28.70 12.10 CytekBiosci CTKB ... cc 12.42 –1.04 ... 371.77 167.08 Fortinet FTNT ... 77 279.13 –56.33 ... 7.74 4.01 Gulf Resources GURE ... cc 4.40 –0.01 ... 0.27 0.10 InceptionGrowthRt IGTAR ... ... .17 +0.03 ...
47.90 17.72 Cytokinetics CYTK ... dd 37.50 +1.71 ... 36.85 7.47 EntradaTherap TRDA ... ... 8.47 –1.89 ... 10.14 10.03 FortuneRise FRLAU ... ... 10.10 –0.02 ...
9.86 1.01 Epizyme EPZM ... dd 1.36 –0.13 ... 0.30 0.14 InceptionGrowthWt IGTAW ... ... .17 –0.01 ...
10.05 3.53 CytomXTherap CTMX ... dd 3.56 –0.15 ... 10.03 9.88 FortuneRiseA FRLA ... ... 10.02 –0.01 ...
H
69.74 42.00 ePlus PLUS ... 15 52.61 +1.30 ... 88.26 61.91 Incyte INCY ... 17 73.94 +3.89 ...
13.53 7.51 CyxteraTech CYXT ... dd 11.73 –0.42 ... 6.93 3.60 EpsilonEnergy EPSN 4.2 28 6.00 +0.04 .0625 0.46 0.14 FortuneRiseWt FRLAW ... ... .21 –0.05 ... 99.85 68.14 IndependentBank INDB 2.3 23 84.51 +1.21 .48
11.10 2.63 EQRx EQRX ... ... 3.81 +0.72 ... 125.71 80.56 ForwardAir FWRD 1.0 26 100.24 –2.56 .24 26.00 19.60 IndepBankMI IBCP 3.8 8 23.41 +0.13 .22
8.54
D 10.89
8.70
0.51
3.26
EQRxWt
Equillium
EQRXW
EQ
...
...
...
dd
.64
3.50
+0.04
+0.02
...
...
20.00
19.47
10.42
12.62
10.00
Fossil
FosterLB
FounderSPAC
FOSL
FSTR
FOUNU
...
...
...
19
47
...
8.70
15.76
10.18
–4.51
+0.39
–0.02
...
...
...
50.69
19.99
28.28
14.19
H&E Equipment
HBT Finl
HEES
HBT
2.6
3.4
26
9
42.61
18.81
+2.93
–0.09
.275
.16
80.71
28.66
62.82
21.54
IndependentBank
IndLogistics
IBTX
ILPT
2.0
6.0
15
12
76.60
21.99
+1.00
–0.58
.38
.33
885.26 639.17 Equinix EQIX 1.8 cc 693.55 –27.37 3.10 10.02 9.90 HCM Acqn HCMAU ... ... 9.97 –0.03 ... 10.06 9.74 IndlTechAcqnsII ITAQU ... ... 10.04 +0.04 ...
6.88 1.20 DBV Tech DBVT ... dd 1.38 +0.04 ... 36.00 26.56 EquityBcshs EQBK 1.0 9 30.90 –0.03 .08 10.09 9.79 FounderSpacA FOUN ... ... 10.02 ... ... 9.94 9.83 IndlTechII A ITAQ ... ... 9.90 +0.05 ...
1.25 0.30 FounderSpacWt FOUNW ... ... .38 –0.04 ... 7.78 1.89 HCW Biologics HCWB ... dd 2.20 –0.07 ...
40.50 13.39 DiceTherap DICE ... ... 17.71 +1.52 ... 24.47 10.47 Erasca ERAS ... dd 11.38 +0.09 ... 25.98 19.77 HMN Fin HMNF 1.0 8 24.99 –0.03 .06 0.35 0.20 IndlTechII Wt ITAQW ... ... .20 –0.10 ...
4.95 1.51 DIRTT Envl DRTT ... dd 1.63 –0.09 ... 236.77 164.19 ErieIndemnity A ERIE 2.6 30 170.50 –0.80 1.11 52.44 12.84 4D Molecular FDMT ... dd 15.11 +1.95 ... 10.89 7.23 Infinera INFN ... dd 8.03 –0.41 ...
15.50 2.74 4Dpharma LBPS ... dd 3.99 +0.90 ... 20.00 1.25 Hookipa HOOK ... dd 1.50 –0.19 ...
47.05 25.84 DISH Network DISH ... 8 30.05 –0.11 ... 9.50 1.27 ErytechPharma ERYP ... dd 1.39 –0.06 ... 43.94 16.70 HUTCHMED(China) HCM ... ... 17.09 –4.48 ... 3.89 0.91 InfinityPharm INFI ... dd .92 –0.05 ...
68.54 26.07 DMC Global BOOM ... dd 33.10 +6.21 ... 25.72 12.80 Escalade ESCA 4.7 7 12.84 –0.30 .15 1.76 0.13 4DpharmaWt LBPSW ... ... .37 +0.02 ... 5.69 1.95 InflaRx IFRX ... dd 1.95 –0.16 ...
44.95 34.16 FoxA FOXA 1.2 16 39.33 –3.36 .24 23.30 15.58 HackettGroup HCKT 2.1 16 20.64 –0.15 .11
15.23 1.55 D-MarketElec HEPS ... dd 1.67 –0.02 ... 32.00 3.28 EsperionTherap ESPR ... dd 4.74 +0.50 ... 59.15 9.28 HailiangEduc HLG ... 10 13.60 –0.15 ... 9.70 3.90 InfoSvcsGrp III 1.6 28 7.29 –0.21 .03
0.60 0.26 DPCapAcqnIWt DPCSW ... ... .27 –0.16 ... 42.14 31.87 FoxB FOX 1.3 15 36.18 –2.89 .24 93.74 56.95 InglesMarkets IMKTA .7 6 88.26 –4.72 .165
8.90 3.01 EtonPharm ETON ... dd 3.94 +0.06 ...
190.29 94.66 FoxFactory FOXF ... 26 101.58 –2.01 ... 48.88 32.21 HainCelestial HAIN ... 26 32.25 –2.13 ...
10.28 9.96 DPCapAcqnI DPCSU ... ... 10.07 –0.02 ... 307.75 109.38 Etsy ETSY ... 36 121.23 –30.34 ... 5.70 3.27 HallmarkFin HALL ... 12 4.01 +0.07 ... 47.90 14.27 Inhibrx INBX ... dd 21.52 +1.22 ...
10.15 9.73 DPCapAcqnIA DPCS ... ... 9.91 +0.01 ... 164.54 96.30 EuronetWorldwide EEFT ... 87 113.37 +9.89 ... 55.10 31.29 Franchise FRG 5.9 5 42.50 +0.65 .625 99.27 31.88 InMode INMD ... 19 36.44 –2.04 ...
96.95 75.16 FranklinElec FELE 1.0 25 81.83 –1.17 .195 51.57 31.36 HalozymeTherap HALO ... 13 34.72 –0.39 ...
10.01 9.91 DuetAcqn DUETU ... ... 10.01 +0.07 ... 34.67 18.55 EuropeanWax EWCZ ... cc 23.34 –0.11 ... 116.00 70.47 HamiltonLane HLNE 1.8 17 75.78 –2.13 .35 11.95 2.66 InnatePharma IPHA ... dd 3.08 +0.25 ...
36.26 23.33 DXP Ents DXPE ... 48 31.15 +1.37 ... 17.13 2.55 EveloBiosci EVLO ... dd 2.66 –0.39 ... 15.40 0.94 FreelineTherap FRLN ... ... .99 ... ... 11.25 4.57 Innodata INOD ... cc 5.08 +0.01 ...
8.63 3.03 FreightCarAmer RAIL ... dd 4.28 +0.67 ... 59.82 39.00 HancockWhitney HWC 2.0 10 53.35 +0.44 .27
33.40 6.31 DadaNexus DADA ... dd 7.05 +0.14 ... 6.22 1.21 Ever-Glory EVK ... 15 1.41 –0.16 ... 28.84 16.67 HanmiFinancial HAFC 3.6 8 24.74 +0.10 .22 107.73 81.00 Innospec IOSP 1.3 24 91.49 –2.87 .59
7.23 4.17 Daktronics DAKT ... 31 4.17 –0.30 ... 167.40 27.81 Everbridge EVBG ... dd 32.80 –3.66 ... 13.06 8.55 FrequencyElec FEIM ... dd 8.57 –0.44 ... 27.18 3.46 InnovAge INNV ... cc 4.97 +0.10 ...
42.10 1.80 FrequencyTherap FREQ ... dd 1.81 –0.32 ... 15.49 12.99 HarborOneBncp HONE 1.3 13 15.10 –0.02 .05
11.60 6.26 DallasNews DALN 9.7 dd 6.58 +0.15 .16 23.41 10.38 EverCommerce EVCM ... dd 12.27 –0.53 ... 12.22 6.69 Harmonic HLIT ... 78 8.87 –0.06 ... 10.17 10.02 InnovativeIntl IOACU ... ... 10.05 ... ...
199.68 69.73 Datadog DDOG ... dd 127.02 –15.17 ... 186.98 78.81 Freshpet FRPT ... dd 91.73 –6.49 ... 10.01 9.87 InnovativeIntlA IOAC ... ... 9.94 –0.01 ...
10.09 9.97 Evergreen EVGRU ... ... 9.98 –0.04 ...
53.36 15.60 FreshworksA FRSH ... dd 17.21 +0.19 ... 46.64 25.09 HarmonyBio HRMY ... 76 43.86 +3.62 ...
51.73 29.83 Dave&Buster's PLAY ... 80 39.34 –1.59 ... 42.17 11.73 EverQuote EVER ... dd 13.02 +0.10 ... 24.20 3.30 HarpoonTherap HARP ... dd 3.93 –0.11 ... 0.50 0.17 InnovativeIntlWt IOACW ... ... .18 +0.01 ...
15.35 3.95 Dave DAVE ... ... 5.80 +1.40 ... 14.36 4.78 EverspinTech MRAM ... 39 8.54 +0.09 ... 57.51 27.28 Frontdoor FTDR ... 19 27.63 –2.18 ... 8.30 5.34 InnovSolSuprt ISSC ... 23 7.90 +0.17 ...
35.15 23.24 FrontierComms FYBR ... 1 25.13 –0.14 ... 12.99 6.00 HarrowHealth HROW ... dd 7.31 –0.26 ...
2.12 0.46 DaveWt DAVEW ... ... .88 +0.31 ... 19.59 7.00 EVgo EVGO ... dd 11.86 +1.26 ... 8.90 3.76 Harte-Hanks HHS ... 4 7.57 +0.57 ... 20.48 11.15 Innoviva INVA ... 7 18.87 +1.62 ...
5.88 2.40 DAVIDsTEA DTEA ... 2 2.95 +0.13 ... 8.33 1.46 EVgoWt EVGOW ... ... 3.31 +0.58 ... 22.70 9.48 Frontier ULCC ... dd 10.33 –1.17 ... 82.35 26.19 Inogen INGN ... dd 29.80 –4.99 ...
18.60 3.40 FuelCell FCEL ... dd 6.71 +1.27 ... 8.75 5.00 HarvardBioSci HBIO ... dd 6.21 +0.79 ...
3.00 1.83 DawsonGeophys DWSN ... dd 2.34 ... ... 5.99 1.01 Evogene EVGN ... dd 1.23 +0.05 ... 105.73 85.97 Hasbro HAS 3.2 28 86.47 –5.98 .70 10.82 2.76 InovioPharma INO ... dd 3.22 +0.11 ...
28.70 11.38 DayOneBiopharm DAWN ... dd 11.51 –0.46 ... 17.38 5.06 Evolus EOLS ... dd 10.07 +0.54 ... 33.10 6.85 FulcrumTherap FULC ... dd 16.01 +2.98 ... 102.95 32.90 HashiCorp HCP ... dd 33.56 –8.45 ... 23.00 4.73 InozymePharma INZY ... dd 4.78 –0.69 ...
15.95 3.18 DecibelTherap DBTX ... cc 3.22 –0.16 ... 26.57 12.79 Evotec EVO ... 6 13.46 –0.04 ... 122.93 49.50 FulgentGenetics FLGT ... 3 54.20 +0.36 ... 31.38 14.62 HawaiianHoldings HA ... dd 16.50 –0.31 ... 11.41 3.93 Inseego INSG ... dd 4.24 –0.31 ...
48.27 6.51 DecipheraPharm DCPH ... dd 7.59 +0.58 ... 140.18 62.54 ExactSciences EXAS ... dd 62.75 –7.98 ... 19.17 14.16 FultonFin FULT 3.2 11 17.55 +0.11 .14 47.13 29.93 Hawkins HWKN 1.2 20 46.35 –0.09 .14 111.02 88.28 InsightEnt NSIT ... 18 104.38 –0.32 ...
10.90 9.70 DeepMedicineAcqn DMAQ ... ... 9.92 ... ... 22.46 6.84 Exagen XGN ... dd 7.84 +0.54 ... 27.20 15.28 Funko FNKO ... 15 16.34 –3.16 ... 27.46 19.96 HawthornBcsh HWBK 2.3 8 26.20 +0.78 .15 40.26 20.02 Insmed INSM ... dd 22.14 –0.80 ...
50.30 18.15 DefinitiveHlthcr DH ... dd 19.85 –0.49 ... 11.03 10.00 ExcelFinAcqn XFINU ... ... 10.10 –0.04 ... 17.15 4.48 FusionFuelGreen HTOO ... ... 9.01 +2.79 ... 47.08 26.82 HaynesIntl HAYN 2.1 cc 41.79 +1.89 .22 108.00 9.00 Inspirato ISPO ... dd 10.71 –31.77 ...
79.70 29.20 DenaliTherap DNLI ... dd 30.39 –0.06 ... 10.15 9.67 ExcelFinAcqnA XFIN ... ... 9.92 +0.08 ... 12.47 4.09 FusionPharm FUSN ... dd 7.30 –0.05 ... 59.50 22.80 HealthCatalyst HCAT ... dd 22.85 –2.34 ... 4.90 0.42 InspiratoWt ISPOW ... ... 1.20 –2.40 ...
69.54 48.13 DentsplySirona XRAY 1.0 25 48.77 –3.80 .125 0.75 0.39 ExcelFinAcqnWt XFINW ... ... .42 –0.05 ... 181.44 24.05 Futu FUTU ... 10 25.74 –7.83 ... 10.05 9.90 HealthcareAIAcqn HAIAU ... ... 9.96 –0.08 ... 29.49 8.01 InstilBio TIL ... dd 9.90 +1.28 ...
91.39 56.78 Descartes DSGX ... 71 70.71 +1.65 ... 25.77 15.50 Exelixis EXEL ... 29 20.99 +0.29 ... 10.10 9.99 FutureTechII FTIIU ... ... 10.01 ... ... 9.90 9.82 HealthcareAI A HAIA ... ... 9.90 +0.03 ... 324.81 193.70 Insulet PODD ... cc 223.26 –38.45 ...
50.50 10.37 DesignTherap DSGN ... dd 17.25 +1.93 ... 44.73 29.98 Exelon EXC 3.1 25 43.63 –0.65 .3375 0.34 0.21 HealthcareAI Wt HAIAW ... ... .25 +0.04 ... 40.91 17.07 Intapp INTA ... dd 23.00 +1.52 ...
8.99
5.60
0.65
3.40
DestinationXL
Deswell
DXLG
DSWL
...
5.3
7
5
4.16
3.76
+0.02
+0.04
...
.10
146.20
59.77
84.78
22.00
ExlService
eXpWorld
EXLS
EXPI
...
.7
37
44
125.14
22.78
+1.88
–1.59
...
.04 G 32.96
84.78
14.75
36.81
HealthcareSvcs
HealthEquity
HCSG
HQY
4.8
...
28
dd
17.23
51.86
+0.98
–0.48
.2113
...
77.40
0.63
61.50
0.25
IntegraLifeSci
IntegralAcqn1Wt
IART
INTEW
...
...
33
...
65.11
.39
–2.44
–0.04
...
...
659.45 318.45 DexCom DXCM ... cc 390.26 –41.80 ... 217.72 136.77 Expedia EXPE ... dd 179.31 +3.08 ... 31.11 18.51 HealthStream HSTM ... cc 19.23 –1.46 ... 11.03 9.91 IntegralAcqn1 INTEU ... ... 10.04 ... ...
234.84 154.29 DiamondHillInvt DHIL 3.3 8 182.14 –18.40 1.50 137.80 97.37 ExpeditorsIntl EXPD 1.2 12 99.56 +0.04 .58 7.24 0.38 GBS GBS ... dd .69 –0.13 ... 20.07 13.85 HeartlandExp HTLD .6 14 14.10 –0.48 .02 10.77 9.71 IntegralAcqnCorp.1 INTE ... ... 9.86 ... ...
142.09 65.93 DiamondbkEner FANG 1.9 11 129.67 –8.13 .60 51.06 17.32 Expensify EXFY ... cc 17.74 –0.77 ... 13.55 8.44 GCM Grosvenor GCMG 3.6 48 10.25 –0.11 .10 54.04 42.84 HeartlandFinUSA HTLF 2.1 10 50.30 +1.66 .27 29.68 13.31 IntegralAd IAS ... dd 13.36 –4.37 ...
25.63 16.70 DigiIntl DGII ... 58 19.98 +0.03 ... 127.61 83.49 Exponent EXPO 1.0 50 94.38 –2.99 .24 2.39 0.61 GCMGrosvenorWt GCMGW ... ... 1.48 –0.01 ... 50.03 33.25 Heidrick&Strug HSII 1.6 10 37.48 –2.43 .15 68.49 43.63 Intel INTC 3.2 9 45.83 –2.24 .365
53.74 21.50 Digimarc DMRC ... dd 25.07 +2.92 ... 30.38 11.10 Exscientia EXAI ... dd 14.43 +2.91 ... 92.25 25.50 GDS Holdings GDS ... dd 27.36 –14.05 ... 256.26 194.48 HelenofTroy HELE ... 24 206.30 +0.92 ... 202.73 54.09 IntelliaTherap NTLA ... dd 61.29 –3.75 ...
11.19 10.09 DigitalHealth DHACU ... ... 10.12 –0.24 ... 16.61 8.16 ExtremeNetworks EXTR ... 37 11.06 +0.12 ... 30.43 12.38 GH Research GHRS ... ... 16.35 +0.87 ... 17.34 6.65 HelloGroup MOMO .0 5 6.65 –1.10 .62 12.22 2.36 Intellicheck IDN ... dd 2.39 –0.60 ...
9.99 9.81 DigitalHealth DHAC ... ... 9.97 –0.02 ... 21.50 7.30 EyePointPharm EYPT ... dd 13.19 +1.75 ... 26.69 8.04 G1Therapeutics GTHX ... dd 9.25 +0.24 ... 14.44 4.96 HemisphereMedia HMTV ... 21 5.17 +0.13 ... 10.30 10.03 IntelligentMed IQMDU ... ... 10.07 –0.02 ...
0.45 0.15 DigitalHlthWt DHACW ... ... .18 –0.02 ... 8.80 4.91 Ezcorp EZPW ... 21 5.60 –0.09 ... 146.00 42.54 GRAVITY GRVY ... 4 43.85 –2.15 ... 11.69 8.40 HennessyAdvsrs HNNA 5.6 9 9.76 –0.23 .1375 10.93 9.86 IntelligentMedA IQMD ... ... 9.97 +0.02 ...
143.53 9.98 DigitalWorldAcqn DWACU ... ... 78.58 –30.13 ... 7.94 3.75 GSI Tech GSIT ... dd 4.01 +0.01 ... 10.36 9.80 HennessyCapVI HCVIU ... ... 9.87 +0.03 ... 0.60 0.20 IntelligentMedWt IQMDW ... ... .25 –0.06 ...
175.00
79.22
9.84
0.40
DigitalWorldA
DigitalWorldWt
DWAC
DWACW
...
...
...
...
71.37
16.39
–26.17
–7.37
...
... F 10.04
14.60
9.98
5.35
GSRIIMeteora
Gaia
GSRMU ... ... 10.04 +0.03 ...
GAIA ... 29 5.53 –0.80 ...
11.03
1.14
9.56
0.55
HennessyCapInvVI
HennessyCapInvVIWt
HCVI
HCVIW
...
...
...
...
9.64
.55
+0.01
–0.05
...
...
108.35
82.83
67.00
56.95
InterParfums
InteractiveBrkrs
IPAR
IBKR
2.5
.7
29
19
81.10
60.92
–4.98
+2.24
.50
.10
38.35 29.08 DimeCommBcshs DCOM 2.9 15 33.67 +0.35 .24 17.93 2.98 GainTherap GANX ... dd 3.41 –0.19 ... 88.62 64.98 HenrySchein HSIC ... 19 84.17 –2.81 ... 25.27 11.60 InterceptPharm ICPT ... dd 14.93 +1.56 ...
113.98 68.01 Diodes DIOD ... 16 82.20 –1.65 ... 95.66 48.18 FARO Tech FARO ... dd 51.21 –2.39 ... 84.13 46.41 Galapagos GLPG ... dd 59.86 –1.58 ... 12.94 10.32 HeritageCommerce HTBK 4.5 15 11.56 –0.10 .13 12.72 2.01 Intercure INCR ... 37 6.17 –0.44 ...
150.72 26.71 DiscoveryB DISCB ... 18 27.50 –0.60 ... 249.00 174.34 F5 FFIV ... 36 194.43 –7.35 ... 16.41 1.67 Galecto GLTO ... dd 1.97 +0.19 ... 36.29 24.02 HeritageCrystal HCCI ... 11 27.74 –1.19 ... 85.75 60.02 InterDigital IDCC 2.3 35 62.10 –2.51 .35
78.14 21.66 DiscoveryA DISCA ... 16 23.99 –2.90 ... 9.99 2.65 FGFinancial FGF ... dd 2.98 +0.02 ... 11.86 1.19 GaleraTherap GRTX ... dd 2.21 +0.07 ... 30.86 20.95 HeritageFin HFWA 3.3 9 25.26 –0.43 .21 18.03 11.88 Interface TILE .3 14 12.90 –1.14 .01
66.70 20.86 DiscoveryC DISCK ... 16 23.97 –2.84 ... 10.05 9.98 FG Merger FGMCU ... ... 10.02 ... ... 16.97 6.56 Gambling.com GAMB ... ... 8.40 –1.21 ... 46.00 14.15 HertzGlobal HTZ ... dd 21.54 +2.33 ... 53.06 37.72 IntlBcshs IBOC 2.8 11 42.77 +1.60 .60
18.61 7.26 Diversey DSEY ... dd 7.58 –1.25 ... 65.00 45.00 FRP Holdings FRPH ... 18 56.56 –0.75 ... 12.73 9.80 Games&EsportsA GEEX ... ... 9.98 +0.02 ... 23.50 5.97 HertzGlobalWt HTZWW ... ... 14.36 +1.51 ... 28.17 15.92 IntersectENT XENT ... dd 27.53 +0.28 ...
5.58 2.35 DiversifiedHlthcr DHC 1.3 4 2.99 +0.18 .01 10.02 9.90 FTACEmeraldAcqn EMLDU ... ... 9.93 –0.04 ... 10.20 10.02 Games&EsportsExper GEEXU ... ... 10.08 –0.04 ... 101.65 40.30 Hibbett HIBB 2.2 4 45.32 –3.74 .25 8.46 3.93 Intevac IVAC ... dd 5.01 –0.01 ...
6.98 2.37 DixieGroup DXYN ... 5 3.03 –0.55 ... 9.78 9.55 FTACEmeraldA EMLD ... ... 9.78 +0.01 ... 0.60 0.30 Games&EsportsWt GEEXW ... ... .30 –0.05 ... 26.00 6.00 HighPeakEner HPK .5 36 21.29 –0.71 .025 59.88 28.40 Intra-Cellular ITCI ... dd 58.64 +3.55 ...
73.43 23.21 dLocal DLO ... ... 24.42 –3.56 ... 0.50 0.37 FTACEmeraldWt EMLDW ... ... .48 +0.01 ... 9.37 2.10 GamidaCell GMDA ... dd 3.66 +0.30 ... 13.54 1.61 HighPeakEnerWt HPKEW ... ... 10.42 –0.04 ... 28.16 12.47 Intricon IIN ... dd 23.75 –0.13 ...
92.75 37.78 Docebo DCBO ... dd 40.71 –2.72 ... 9.85 9.72 FTACZeusAcqnA ZING ... ... 9.82 +0.02 ... 51.46 40.71 Gaming&Leisure GLPI 6.2 20 44.49 –1.90 .69 13.46 8.12 HillmanSolns HLMN ... dd 10.92 +0.95 ... 716.86 365.15 Intuit INTU .6 56 439.32 –25.63 .68
314.76 71.00 DocuSign DOCU ... dd 75.01 –26.37 ... 10.16 9.97 FTACZeusAcqnUn ZINGU ... ... 10.01 –0.03 ... 10.20 10.01 GardinerHlthcr GDNRU ... ... 10.07 –0.05 ... 17.30 9.48 HimaxTechs HIMX 2.5 4 10.54 –0.55 .262 369.69 231.21 IntuitiveSurgical ISRG ... 59 273.69 –28.59 ...
8.98 1.30 Dogness DOGZ ... 77 4.22 +0.80 ... 0.60 0.37 FTACZeusAcqnWt ZINGW ... ... .38 –0.10 ... 9.89 9.77 GardinerHlthcr GDNR ... ... 9.89 +0.01 ... 432.19 266.20 HinghamSvg HIFS .6 11 347.54 –15.98 .75 16.93 10.46 Inventiva IVA ... dd 11.30 –0.04 ...
153.98 84.26 DollarTree DLTR ... 25 147.02 +3.55 ... 15.46 3.30 FTC Solar FTCI ... dd 5.44 +1.24 ... 0.37 0.20 GardinerHlthcrWt GDNRW ... ... .23 +0.01 ... 21.24 11.05 HollysysAuto HOLI ... 9 12.73 –0.51 ... 23.69 17.08 Investar ISTR 1.6 26 19.55 –0.83 .08
98.35 36.07 Domo DOMO ... dd 42.76 –0.19 ... 7.66 0.28 FangddNetwork DUO ... dd .31 –0.02 ... 8.90 4.50 GarrettMotion GTX ... 4 6.57 –0.09 ... 81.04 60.10 Hologic HOLX ... 10 69.44 –2.78 ... 6.58 4.77 InvestcpCredit ICMB 11.6 dd 5.16 –0.44 .15
Nasdaq Issues
0.40 0.24 InvestcorpEur I Wt IVCBW ... ... .25 –0.07 ... 11.27 5.27 Leafly LFLY ... dd 6.39 +0.37 ... 87.53 67.08 McGrathRent MGRC 2.2 23 83.69 +3.01 .455 30.10 20.36 NewellBrands NWL 4.3 16 21.58 –1.57 .23 37.42 9.04 PacBiosciCA PACB ... dd 9.90 –0.78 ...
10.15 10.00 InvestcorpEurAcqnI IVCBU ... ... 10.03 +0.01 ... 2.48 0.45 LeaflyWt LFLYW ... ... .83 +0.02 ... 10.41 9.80 McLarenTechA MLAI ... ... 9.93 –0.03 ... 10.10 9.64 NewHoldInvtII NHICU ... ... 9.85 –0.09 ... 47.46 34.56 PacificPremBncp PPBI 3.6 10 36.40 +0.49 .33
10.00 9.85 InvestcorpEur I A IVCB ... ... 9.96 +0.07 ... 4.17 1.33 LeapTherap LPTX ... dd 1.74 –0.07 ... 0.75 0.24 McLarenTechWt MLAIW ... ... .24 –0.05 ... 9.89 9.70 NewHoldInvtIIA NHIC ... ... 9.78 –0.03 ... 74.76 45.05 PaciraBioSci PCRX ... 77 71.00 –1.33 ...
17.67 12.60 InvestorsBancorp ISBC 4.2 12 15.33 –0.26 .16 44.43 18.45 LeeEnterprises LEE ... 9 29.00 +0.20 ... 9.50 3.50 MedallionFin MFIN 3.5 5 9.05 +0.51 .08 0.63 0.16 NewHoldInvtIIWt NHICW ... ... .30 –0.05 ... 17.31 8.71 PactivEvergreen PTVE 4.4 71 9.14 +0.05 .10
248.00 161.55 InvestorsTitle ITIC .9 6 194.64 +0.04 .46 28.84 15.28 LegacyHousing LEGH ... 13 24.35 +0.26 ... 7.45 2.09 MediciNova MNOV ... dd 2.25 –0.15 ... 19.10 9.88 Newmark NMRK .3 4 15.70 –1.02 .01 51.81 35.71 PacWestBancorp PACW 2.3 9 43.84 +0.15 .25
55.96 25.04 IonisPharma IONS ... dd 32.19 –0.11 ... 40.94 11.05 LegalZoom LZ ... dd 12.33 –1.67 ... 6.22 1.84 MediWound MDWD ... dd 1.95 +0.02 ... 27.97 20.05 NewsCorp A NWSA 1.0 25 20.96 –0.26 .10 598.96 311.56 PaloAltoNtwks PANW ... dd 546.03 –11.48 ...
35.72 12.31 IovanceBiotherap IOVA ... dd 13.18 +0.21 ... 10.01 9.73 LegatoMergerII LGTO ... ... 9.88 ... ... 231.00 136.80 Medpace MEDP ... 29 141.20 –8.95 ... 26.21 20.33 NewsCorp B NWS .9 26 21.41 +0.06 .10 97.18 44.01 Palomar PLMR ... 34 59.05 +1.80 ...
28.97 2.77 iQIYI IQ ... dd 2.78 –1.49 ... 10.15 9.95 LegatoMergerIIUn LGTOU ... ... 10.02 +0.04 ... 14.80 6.78 MeihuaIntlMed MHUA ... ... 7.20 –0.46 ... 38.78 24.00 NewtekBusSvcs NEWT 12.0 ... 27.52 +0.52 .65 36.14 20.74 PanAmerSilver PAAS 1.8 59 27.35 +0.77 .12
147.98 41.66 iRhythmTechs IRTC ... dd 118.62 –16.33 ... 0.60 0.36 LegatoMergerIIWt LGTOW ... ... .38 –0.02 ... 24.89 11.60 MeiraGTx MGTX ... dd 14.01 +0.47 ... 26.50 1.72 NexImmune NEXI ... dd 1.79 –0.68 ... 140.68 84.89 PapaJohn's PZZA 1.5 dd 94.86 –7.46 .35
9.71 3.69 Iridex IRIX ... dd 4.10 –0.25 ... 58.00 24.00 LegendBiotech LEGN ... dd 35.97 +0.69 ... 22.19 6.51 MelcoResorts MLCO ... dd 6.73 –2.68 ... 190.94 135.11 NexstarMedia NXST 2.0 9 177.43 –5.76 .90 0.30 0.15 PapayaGrowthI Wt PPYAW ... ... .17 –0.13 ...
48.95 31.73 IridiumComm IRDM ... dd 39.27 +0.69 ... 64.50 39.48 LeMaitreVascular LMAT 1.2 34 42.39 –6.06 .125 1970.13 858.99 MercadoLibre MELI ... cc 891.69 –164.09 ... 12.98 4.61 NextCure NXTC ... dd 4.91 +0.15 ... 11.02 9.95 PapayaGrowthI PPYAU ... ... 10.01 –0.04 ...
28.25 8.55 IrisEnergy IREN ... ... 17.33 +2.91 ... 250.00 90.97 LendingTree TREE ... 19 97.26 –0.72 ... 40.01 28.51 MercantileBank MBWM 3.4 10 36.48 –0.23 .31 20.27 13.64 NextGenHlthcr NXGN ... cc 19.28 –0.55 ... 9.92 9.86 PapayaGrowthI A PPYA ... ... 9.88 –0.04 ...
134.50 53.10 iRobot IRBT ... 55 57.32 –3.42 ... 31.55 18.14 Leslie's LESL ... 27 19.67 –0.62 ... 10.16 9.68 MercatoPtrsAcqn MPRAU ... ... 10.03 –0.03 ... 12.50 10.20 NicholasFin NICK ... 19 11.20 –0.03 ... 101.60 31.18 ParamountA PARAA 2.7 5 35.61 –1.80 .24
14.27 10.02 IronwoodPharm IRWD ... 4 11.67 +0.46 ... 42.63 23.14 LevelOneBncp LEVL .6 10 41.29 +0.28 .06 9.94 9.60 MercatoPtrsA MPRA ... ... 9.92 ... ... 19.52 6.41 Nikola NKLA ... dd 7.52 +0.88 ... 101.97 27.25 ParamountB PARA 2.9 5 32.62 –1.45 .24
16.95 3.71 IsoPlexis ISO ... dd 4.05 +0.10 ... 7.11 2.00 LexiconPharm LXRX ... dd 2.09 –0.04 ... 0.60 0.28 MercatoPtrsWt MPRAW ... ... .33 –0.05 ... 3.15 0.86 9F JFU ... dd .86 –0.10 ... 11.24 3.22 ParatekPharma PRTK ... dd 3.48 +0.13 ...
52.43 17.43 iTeosTherap ITOS ... cc 35.86 +2.19 ... 14.64 2.10 LexinFintech LX ... 1 2.19 –0.96 ... 18.14 9.51 MercerIntl MERC 2.1 6 14.53 +1.63 .075 58.20 12.60 908Devices MASS ... dd 18.58 +2.73 ... 17.76 5.54 PardesBiosci PRDS ... ... 6.08 –0.02 ...
102.32 44.02 Itron ITRI ... dd 46.28 –1.03 ... 37.45 15.98 LiAuto LI ... dd 22.17 –5.06 ... 79.45 44.44 MercurySystems MRCY ... cc 65.52 –4.29 ... 43.92 8.35 NiuTech NIU ... 19 8.35 –2.09 ... 41.38 14.14 Park-Ohio PKOH 3.2 dd 15.68 +1.10 .125
29.85 19.73 IturanLocation ITRN 2.6 13 21.45 +0.46 .14 16.37 3.35 LianBio LIAN ... ... 3.39 –0.79 ... 4.38 1.04 MereoBioPharma MREO ... dd 1.35 +0.20 ... 50.40 8.50 Nkarta NKTX ... dd 9.96 +0.86 ... 10.82 9.57 ParsecCap PCXCU ... ... 10.14 –0.04 ...
188.76 128.82 LibertyBroadbandA LBRDA ... 34 135.28 +3.50 ... 29.74 17.00 MeridianBiosci VIVO ... 18 25.16 –0.37 ... 36.95 13.85 nLIGHT LASR ... dd 15.05 +0.17 ... 10.00 9.84 ParsecCapA PCX ... ... 9.97 ... ...
132.58 5.66 0.15
J
194.05 LibertyBroadbandC LBRDK ... 35 138.26 +2.43 ... 39.78 24.00 Meridian MRBK 2.4 6 33.98 –0.12 1.00 13.55 Noodles NDLS ... 83 6.36 +0.08 ... 0.45 ParsecCapWt PCXCW ... ... .24 ... ...
30.58 23.00 LibertyGlobal A LBTYA ... 1 24.22 +0.22 ... 73.85 51.66 MeritMedical MMSI ... 74 62.59 –1.93 ... 272.28 197.01 Nordson NDSN .9 25 215.05 –11.40 .51 9.27 3.92 PartnerComms PTNR ... 41 7.95 +0.29 ...
38.89 23.55 LibertyGlobal B LBTYB ... 1 25.24 +0.53 ... 7.97 3.66 MerrimackPharm MACK ... dd 6.06 +0.07 ... 41.05 25.50 NortheastBank NBN .1 4 35.83 +0.15 .01 22.12 2.57 PassageBio PASG ... dd 2.95 +0.02 ...
16.62 5.83 JakksPacific JAKK ... dd 14.20 –2.07 ... 30.49 23.45 LibertyGlobal C LBTYK ... 1 24.60 +0.15 ... 18.73 3.51 MersanaTherap MRSN ... dd 4.15 +0.02 ... 21.50 12.10 NorthernTechsIntl NTIC 2.2 13 12.78 –0.57 .07 19.49 13.40 PatriaInvts PAX 5.6 17 15.55 –0.64 .16
181.71 134.68 J&JSnackFoods JJSF 1.7 45 153.17 –10.57 .633 14.79 9.11 LibertyLatAmA LILA ... dd 9.69 –0.07 ... 33.09 16.14 Merus MRUS ... dd 27.19 +0.76 ... 135.15 97.36 NorthernTrust NTRS 2.7 15 105.14 –2.33 .70 10.07 10.04 PatriaLatAm PLAOU ... ... 10.04 +0.04 ...
92.69 47.85 JD.com JD ... dd 47.99 –15.60 ... 14.96 9.06 LibertyLatAmC LILAK ... dd 9.63 –0.11 ... 16.61 3.75 MesaAir MESA ... dd 4.01 –0.02 ... 18.41 14.78 NorthfieldBanc NFBK 3.4 11 15.22 +0.06 .13 98.83 60.21 PatrickIndustries PATK 2.0 7 64.52 –5.16 .33
17.50 8.51 Joann JOAN 3.4 7 13.01 +2.14 .11 60.94 36.65 LibertyFormOne A FWONA ... 86 52.54 –0.91 ... 333.42 232.88 MesaLab MLAB .3 cc 248.18 –15.21 .16 48.19 38.42 NorthrimBanCorp NRIM 3.5 7 43.93 –0.55 .41 16.70 7.89 PatriotNatBncp PNBK ... 13 16.40 +0.01 ...
121.05 31.11 Joyy YY 6.5 dd 31.20 –10.13 .51 65.24 42.17 LibertyFormOne C FWONK ... 95 57.72 –0.94 ... 9.87 3.55 Mesoblast MESO ... dd 4.16 +0.39 ... 9.84 9.69 NorthViewAcqn NVAC ... ... 9.81 +0.01 ... 16.29 7.62 PatriotTransport PATI .0 4 7.90 –0.37 3.75
187.73 146.10 JackHenry JKHY 1.1 39 183.42 –1.91 .49 32.69 24.75 LibertyBraves A BATRA ... dd 27.01 +1.47 ... 65.96 43.02 MetaFinancial CASH .4 9 51.25 –3.39 .05 0.25 0.12 NorthViewRt NVACR ... ... .15 +0.01 ... 37.37 26.51 Patterson PDCO 3.4 18 30.99 –0.76 .26
124.53 76.50 JackintheBox JACK 2.2 12 81.79 +1.53 .44 31.64 24.17 LibertyBraves C BATRK ... dd 25.85 +1.28 ... 384.33 186.11 MetaPlatforms FB ... 14 187.61 –12.45 ... 0.30 0.15 NorthViewWt NVACW ... ... .18 +0.02 ... 17.09 6.07 PattersonUTIEn PTEN 1.0 dd 16.11 +1.01 .04
51.02 19.76 JamesRiver JRVR .9 dd 21.08 +0.34 .05 56.26 40.00 LibertySirius A LSXMA ... dd 44.12 –2.80 ... 8.79 0.39 Metacrine MTCR ... dd .47 –0.03 ... 15.47 12.37 NorthwestBcshs NWBI 5.7 12 14.01 +0.15 .20 138.97 92.74 Paychex PAYX 2.2 34 120.59 –2.99 .66
49.27 27.77 JamfHolding JAMF ... dd 33.02 +0.30 ... 58.13 43.25 LibertySirius B LSXMB ... dd 45.10 –6.53 ... 55.25 29.61 Methanex MEOH 1.0 8 51.96 +0.07 .125 34.99 23.11 NorthwestPipe NWPX ... 20 29.33 +0.31 ... 39.71 22.76 PaycorHCM PYCR ... dd 26.01 –1.23 ...
37.99 13.25 JanuxTherapeutics JANX ... dd 17.35 ... ... 56.19 40.05 LibertySirius C LSXMK ... dd 44.24 –2.58 ... 29.82 14.00 MetroCityBkshs MCBS 2.7 9 22.58 –1.18 .15 70.80 53.66 Northwestern NWE 4.2 17 60.22 –1.58 .63 314.50 154.26 Paylocity PCTY ... cc 189.55 –4.03 ...
189.00 117.64 JazzPharma JAZZ ... dd 154.68 +0.26 ... 10.30 10.08 LibertyRscsAcqn LIBYU ... ... 10.25 +0.05 ... 90.00 64.26 MicrochipTech MCHP 1.5 41 69.04 +1.28 .253 30.92 20.69 NortonLifeLock NLOK 1.8 18 27.62 –1.57 .125 12.32 3.87 Payoneer PAYO ... dd 4.19 +0.25 ...
21.96 11.37 JetBlue JBLU ... dd 12.59 –0.62 ... 9.97 9.78 LibertyRscsA LIBY ... ... 9.95 –0.02 ... 98.45 65.67 MicronTech MU .5 11 72.82 –9.09 .10 29.00 24.41 NorwoodFin NWFL 4.1 9 27.50 –0.33 .28 3.20 0.95 PayoneerWt PAYOW ... ... 1.33 +0.13 ...
54.05 21.06 JFrog FROG ... dd 23.03 +0.32 ... 0.46 0.19 LibertyRscsWt LIBYW ... ... .21 ... ... 349.67 229.35 Microsoft MSFT .9 30 280.07 –9.79 .62 149.15 80.02 Nova NVMI ... 34 105.63 +5.33 ... 310.16 92.25 PayPal PYPL ... 27 96.57 –3.34 ...
14.95 1.72 Jiayin JFIN ... 2 2.11 –0.02 ... 110.00 13.00 LibertyTripAdvB LTRPB ... dd 13.40 –1.24 ... 891.38 307.19 MicroStrategy MSTR ... dd 390.82 –19.54 ... 184.44 122.17 Novanta NOVT ... 90 126.48 –7.41 ... 38.60 28.89 PeapackGladFinl PGC .5 13 37.22 +0.33 .05
154.18 77.05 JohnsonOutdoors JOUT 1.5 11 79.22 –2.28 .30 7.74 1.64 LibertyTripAdvA LTRPA ... dd 1.80 +0.05 ... 15.99 4.77 Microvast MVST ... dd 7.70 +1.19 ... 277.80 65.82 Novavax NVAX ... dd 72.99 +1.27 ... 10.05 8.52 PearlHoldingsAcqn PRLHU ... ... 10.02 –0.01 ...
12.93 5.03 JounceTherap JNCE ... dd 7.22 +0.52 ... 21.95 2.72 LifeMD LFMD ... dd 3.31 +0.09 ... 5.44 0.79 MicrovastWt MVSTW ... ... 1.77 +0.48 ... 232.76 59.57 Novocure NVCR ... dd 66.08 –3.38 ... 10.58 9.75 PearlHldgsAcqnA PRLH ... ... 9.89 +0.01 ...
10.00 9.82 JupiterWellnessA JWAC ... ... 9.89 ... ... 29.81 6.42 LifeStanceHealth LFST ... dd 8.34 –0.19 ... 28.00 2.61 MicroVision MVIS ... dd 4.30 –0.07 ... 24.00 12.66 Novonix NVX ... dd 14.97 ... ... 0.38 0.25 PearlHldgsWt PRLHW ... ... .27 –0.03 ...
0.36 0.21 JupiterWellnessRt JWACR ... ... .24 +0.03 ... 19.93 12.01 LifetimeBrands LCUT 1.3 14 13.10 +0.25 .0425 33.89 24.09 MidPennBancorp MPB 3.0 9 26.90 +0.09 .20 10.00 9.94 NubiaBrand NUBIU ... ... 9.96 –0.04 ... 143.66 72.88 Pegasystems PEGA .2 dd 73.13 –9.08 .03
19.84 5.57 JustEatTakeaway GRUB ... dd 6.72 +0.65 ... 7.20 4.51 LifewayFoods LWAY ... 30 7.00 +0.46 ... 201.34 157.25 Middleby MIDD ... 19 166.17 –4.63 ... 5.77 0.73 NuCana NCNA ... dd .83 –0.12 ... 129.70 21.04 Peloton PTON ... dd 21.14 –2.35 ...
172.19 88.50 LigandPharm LGND ... 31 103.05 +6.13 ... 121.43 76.03 MiddlesexWater MSEX 1.2 48 99.39 –7.16 .29 47.84 13.06 NurixTherap NRIX ... dd 13.76 +0.03 ... 142.00 37.76 PennNational PENN ... 18 42.67 –3.68 ...
11.66 2.96 Lilium LILM ... 8 3.69 +0.63 ... 30.60 22.50 MidlandStBncp MSBI 3.9 8 29.45 +0.51 .29 44.50 22.59 Nutanix NTNX ... dd 22.86 –2.15 ... 58.21 11.38 Pennant PNTG ... cc 14.15 –0.79 ...
K 5.13
6.30
2.30
0.80
LimelightNetworks
LiminalBioSci
LLNW
LMNL
...
...
dd
dd
4.86
.83
+1.10
–0.01
...
...
34.65
8.24
27.08
3.98
MidWestOneFin
MilestonePharm
MOFG
MIST
3.0
... dd
7 31.83
5.00
+0.96
+0.25
.2375
...
40.82
72.61
11.65
45.45
Nuvalent
Nuvasive
NUVL
NUVA
...
...
dd
dd
15.50
51.48
+0.40
–4.30
...
...
7.95
27.74
5.39
22.75
PennantPark
PennsWoodsBncp
PNNT
PWOD
7.4
5.3 11
4 7.59
24.20
–0.24
–0.35
.14
.32
20.74 12.85 Limoneira LMNR 2.3 dd 13.01 –1.91 .075 51.25 33.91 MillerKnoll MLKN 2.2 dd 34.15 –3.83 .1875 140.23 43.10 Nuvei NVEI ... 78 55.35 +7.83 ... 21.60 15.18 People'sUtdFin PBCT 3.6 15 20.31 +0.08 .1825
457.12 284.49 KLA KLAC 1.3 17 323.27 –8.83 1.05 8.20 6.00 LincolnEduc LINC ... 7 7.22 –0.37 ... 46.18 19.93 MillicomIntl TIGO ... 4 23.47 +2.93 ... 346.47 122.72 NVIDIA NVDA .1 57 221.00 –8.36 .04 36.75 27.72 PeoplesBncpOH PEBO 4.5 16 32.21 +0.11 .36
18.97 2.94 KLX Energy KLXE ... dd 10.13 –0.28 ... 148.54 118.63 LincolnElectric LECO ... 27 125.69 –2.73 ... 85.48 38.84 Mimecast MIME ... cc 79.32 –0.40 ... 37.00 17.11 Nyxoah NYXH ... dd 18.51 –0.79 ... 30.00 22.10 PeoplesBncpNC PEBK 2.5 11 28.33 –0.14 .18
14.73 8.16 KVH Inds KVHI ... dd 9.35 +0.91 ... 10.19 9.49 LionheartIII LIONU ... ... 10.05 +0.02 ... 3.80 2.60 Mind CTI MNDO 8.6 10 3.01 +0.11 .26 55.00 38.67 PeoplesFinSvcs PFIS 3.2 8 48.20 +0.86 .39
9.90 9.80 KairousAcqn KACL ... ... 9.90 +0.03 ... 11.06 9.79 LionheartIII A LION ... ... 9.92 –0.04 ... 3.54 0.63 MinervaNeurosci NERV ... dd .69 +0.02 ...
O
10.88 9.83 PepperLimeHlth PEPLU ... ... 10.42 +0.46 ...
0.23 0.16 KairousAcqnRt KACLR ... ... .16 ... ... 0.60 0.14 LionheartIII Wt LIONW ... ... .35 +0.01 ... 10.37 4.16 MinervaSurgical UTRS ... ... 5.10 +0.05 ... 15.00 9.60 PepperLimeA PEPL ... ... 9.83 +0.01 ...
10.17 10.03 KairousAcqnUn KACLU ... ... 10.12 +0.07 ... 30.00 14.64 LiquiditySvcs LQDT ... 11 16.34 –0.72 ... 22.16 2.16 MiNK Therap INKT ... ... 2.29 –0.62 ... 0.61 0.31 PepperLimeWt PEPLW ... ... .33 –0.07 ...
0.40 0.17 KairousAcqnWt KACLW ... ... .18 ... ... 334.84 234.59 Littelfuse LFUS .9 21 239.57 –5.71 .53 195.99 78.90 MiratiTherap MRTX ... dd 80.78 –2.23 ... 177.24 131.41 PepsiCo PEP 2.8 28 153.73 –12.02 1.075
141.07 86.05 KaiserAlum KALU 3.5 dd 87.18 –7.95 .77 93.89 68.68 LivaNova LIVN ... dd 71.52 –5.04 ... 24.60 12.82 MirumPharm MIRM ... dd 21.75 +0.46 ... 51.40 34.02 ODP ODP ... dd 42.50 –0.88 ... 10.15 10.03 PerceptionCapII PCCTU ... ... 10.14 +0.08 ...
8.38 0.59 KalaPharm KALA ... dd 1.69 +1.07 ... 99.89 52.25 LiveOakBcshs LOB .2 15 57.05 –1.84 .03 11.00 1.58 Missfresh MF ... dd 1.60 –0.43 ... 14.86 9.51 OP Bancorp OPBK 3.0 7 13.41 +0.14 .10 9.98 9.82 PerceptionCapII PCCT ... ... 9.98 +0.01 ...
11.65 1.30 KaleidoBiosci KLDO ... dd 1.36 +0.06 ... 68.82 16.00 LivePerson LPSN ... dd 22.82 +0.82 ... 22.93 11.04 MissionProduce AVO ... 19 11.88 –1.39 ... 5.25 2.79 OPKO Health OPK ... dd 3.12 +0.06 ... 0.60 0.16 PerceptionCapIIWt PCCTW ... ... .16 –0.09 ...
14.00 1.73 Kaltura KLTR ... dd 1.95 –0.10 ... 10.39 2.99 LiveVox LVOX ... dd 3.00 –1.56 ... 497.49 117.34 Moderna MRNA ... 5 138.20 +1.74 ... 0.69 0.33 OPYAcqnIWt OHAAW ... ... .34 –0.14 ... 13.15 9.65 PerdoceoEduc PRDO ... 7 10.73 –0.02 ...
36.21 10.79 KalVistaPharm KALV ... dd 15.39 –0.33 ... 11.29 3.26 LiveVoxUn LVOXU ... ... 3.29 –1.48 ... 211.94 94.38 ModivCare MODV ... dd 107.30 –8.01 ... 10.09 9.80 OPYAcqnI OHAAU ... ... 9.97 –0.03 ... 14.75 9.46 PerellaWeinberg PWP 3.0 dd 9.49 –0.47 .07
6.96 5.11 Kamada KMDA ... 56 5.51 –0.06 ... 2.03 0.29 LiveVoxWt LVOXW ... ... .29 –0.32 ... 32.04 9.57 MolecularPtrs MOLN ... ... 23.64 –0.39 ... 9.87 9.70 OPYAcqnIA OHAA ... ... 9.78 ... ... 4.25 1.12 PerellaWeinbergWt PWPPW ... ... 2.24 –0.12 ...
7.28 2.71 KandiTech KNDI ... 20 2.88 +0.02 ... 12.50 4.05 LixiangEduc LXEH ... 10 4.10 +0.05 ... 13.27 2.22 MolecularTemp MTEM ... dd 2.48 +0.09 ... 710.86 473.24 OReillyAuto ORLY ... 22 675.11 +1.02 ... 153.28 57.01 Perficient PRFT ... 67 101.35 +0.28 ...
44.96 17.73 Kanzhun BZ ... dd 17.81 –6.46 ... 15.28 1.08 Lizhi LIZI ... dd 1.11 –0.19 ... 25.00 13.50 Momentive MNTV ... dd 14.71 –0.29 ... 102.24 76.35 OSI Systems OSIS ... 18 80.34 –1.40 ... 5.29 1.35 PerformantFin PFMT ... dd 2.12 +0.14 ...
25.91 15.56 KaratPkg KRT ... 20 16.69 +0.44 ... 28.90 15.12 LoganRidgeFin LRFC ... dd 24.62 +0.23 ... 16.97 1.96 Momentus MNTS ... dd 2.00 –0.20 ... 8.73 3.24 O2MicroIntl OIIM ... 8 3.25 –0.80 ... 33.09 13.75 PerionNetwork PERI ... 20 20.25 –0.09 ...
161.98 93.77 KarunaTherap KRTX ... dd 102.90 +4.00 ... 0.21 7.81 6.11 OaktreeSpec OCSL 8.1 6 7.31 –0.11 .16
8.58 0.61 LogicBioTherap LOGC ... dd .76 +0.11 ... 6.00 MomentusWt MNTSW ... ... .26 +0.04 ...
158.48 56.36 OasisPetrol OAS 1.7 9 141.30 –3.19 .585 9.48 5.77 Perma-PipeIntl PPIH ... cc 9.35 +0.45 ...
14.73 4.42 KaryopharmTherap KPTI ... dd 6.33 +0.42 ... 9.83 9.33 LogisticsInnovA LITT ... ... 9.71 +0.02 ... 83.22 56.35 MonarchCasino MCRI ... 23 81.40 –0.93 ... 29.91 8.35 Personalis PSNL ... dd 8.37 –0.54 ...
15.90 1.77 Katapult KPLT ... dd 1.90 –0.02 ... 10.97 9.74 LogisticsInnovTech LITTU ... ... 9.91 +0.01 ... 450.00 121.73 monday.com MNDY ... dd 122.06 –13.85 ... 29.00 4.95 Oatly OTLY ... dd 4.99 –1.19 ... 28.73 16.22 PetcoHealth WOOF ... 30 18.43 +0.19 ...
4.67 0.25 KatapultWt KPLTW ... ... .30 ... ... 140.17 67.36 LogitechIntl LOGI ... 16 70.13 –3.08 ... 69.47 56.24 Mondelez MDLZ 2.4 19 59.12 –4.71 .35 3.82 1.08 ObsEva OBSV ... dd 1.13 –0.10 ... 46.00 17.10 PetIQ PETQ ... dd 22.50 –0.17 ...
13.89 11.25 KearnyFinancial KRNY 3.3 14 13.24 ... .11 18.95 3.90 LongboardPharm LBPH ... dd 5.05 +0.71 ... 12.36 5.06 MoneyGram MGI ... dd 10.74 +0.03 ... 25.76 18.60 OceanFirstFin OCFC 3.1 12 21.66 –0.30 .17 46.67 21.64 PetMedExpress PETS 4.5 25 26.65 +0.29 .30
26.98 15.89 KellyServices A KELYA 1.0 5 19.73 –1.03 .05 18.20 5.90 LoopIndustries LOOP ... dd 8.55 +1.90 ... 590.00 238.01 MongoDB MDB ... dd 316.49 +10.38 ... 21.48 4.71 OcularTherapeutix OCUL ... dd 5.31 +0.38 ... 13.85 7.41 Pharming PHAR ... 26 8.52 +0.18 ...
60.00 16.63 KellyServices B KELYB 1.0 5 19.72 –1.33 .05 16.38 1.99 LordstownMotors RIDE ... dd 2.15 –0.03 ... 580.00 301.53 MonolithicPower MPWR .8 78 395.74 –18.04 .75 31.69 22.83 OfficePropIncm OPI 8.8 dd 25.01 –0.34 .55 36.82 13.14 Pharvaris PHVS ... ... 17.00 –0.77 ...
15.70 5.20 KemPharm KMPH ... dd 5.23 –0.03 ... 17.50 3.13 Lottery.com LTRY ... dd 3.21 –0.34 ... 72.67 43.28 Monro MNRO 2.3 24 44.94 –1.22 .26 32.29 22.33 OhioValleyBanc OVBC 2.8 10 29.98 +0.17 .21 5.75 1.06 PhaseBioPharm PHAS ... dd 1.07 –0.03 ...
8.00 6.46 KY FirstFedBncp KFFB 5.1 29 7.91 +0.01 .10 3.99 0.55 Lottery.comWt LTRYW ... ... .58 –0.04 ... 99.89 71.78 MonsterBev MNST ... 28 73.22 –8.10 ... 287.44 152.51 Okta OKTA ... dd 154.06 –4.35 ... 46.67 13.50 PhathomPharm PHAT ... dd 13.66 –3.71 ...
71.74 28.50 KerosTherap KROS ... dd 51.75 +2.65 ... 95.51 35.07 Lovesac LOVE ... 18 39.05 –1.57 ... 45.56 9.82 MonteRosaTherap GLUE ... dd 14.28 +1.24 ... 30.41 12.88 Olaplex OLPX ... 43 14.47 –1.45 ... 44.00 32.41 Phenixfin PFX ... 8 39.89 –0.26 ...
39.35 32.44 KeurigDrPepper KDP 2.0 24 36.81 –2.07 .1875 98.95 17.13 LoyaltyVentures LYLT ... cc 18.93 –0.33 ... 10.45 9.63 MontereyBio MTRYU ... ... 10.14 –0.02 ... 373.58 225.61 OldDomFreight ODFL .4 34 306.38 –11.93 .30 31.00 18.24 PhibroAnimal PAHC 2.4 15 20.04 –0.90 .12
14.99 11.44 KewauneeSci KEQU ... dd 14.00 –0.09 ... 13.52 2.75 LucidDiag LUCD ... dd 3.29 –0.34 ... 9.95 9.85 MontereyBioAcqn MTRY ... ... 9.95 +0.01 ... 21.28 15.53 OldNatlBncp ONB 3.2 10 17.47 +0.01 .14 36.35 26.51 PhillipsEdison PECO 3.2 cc 33.64 –0.65 .09
8.90 5.66 KeyTronic KTCC ... 26 5.74 –0.13 ... 57.75 16.12 Lucid LCID ... dd 22.92 +0.29 ... 0.55 0.18 MontereyBioAcqnWt MTRYW ... ... .23 –0.04 ... 14.91 11.16 Old2ndBcp OSBC 1.4 20 14.21 +0.03 .05 11.21 9.94 PhoenixBiotech PBAXU ... ... 10.09 +0.08 ...
10.00 9.93 KeyarchAcqn KYCHU ... ... 9.97 ... ... 16.60 2.94 LuciraHealth LHDX ... dd 3.06 –1.10 ... 350.21 219.85 Morningstar MORN .6 58 260.55 –6.63 .36 50.98 3.90 OlemaPharm OLMA ... dd 4.41 –0.09 ... 11.76 9.71 PhoenixBiotech PBAX ... ... 9.97 ... ...
9.75 9.64 KeyarchAcqn KYCH ... ... 9.71 –0.04 ... 15.09 6.56 Lulu'sFashion LVLU ... 51 6.63 –2.21 ... 69.78 35.90 Morphic MORF ... dd 36.25 –1.76 ... 42.20 10.64 OlinkHolding OLK ... dd 16.65 –0.39 ... 20.30 11.37 Photronics PLAB ... 15 17.07 –1.03 ...
0.26 0.16 KeyarchAcqnRt KYCHR ... ... .23 –0.01 ... 485.83 283.21 lululemon LULU ... 44 291.55 –29.03 ... 25.57 5.76 MorphoSys MOR ... dd 6.44 +0.34 ... 98.58 38.75 Ollie'sBargain OLLI ... 15 39.22 –5.16 ... 29.70 20.23 PilgrimPride PPC ... cc 23.08 +0.47 ...
0.30 0.13 KeyarchAcqnWt KYCHW ... ... .15 –0.10 ... 108.90 65.67 Lumentum LITE ... 18 91.44 –1.89 ... 25.68 15.17 MotorcarParts MPAA ... 39 16.86 +1.26 ... 40.00 19.92 OlympicSteel ZEUS 1.2 3 29.24 –4.39 .09 169.45 32.09 Pinduoduo PDD ... dd 32.13 –9.14 ...
17.28 4.61 KezarLifeSci KZR ... dd 14.23 +0.93 ... 31.39 11.52 LuminarTech LAZR ... dd 12.91 –0.65 ... 10.21 10.04 MountRainierAcqn RNERU ... ... 10.19 +0.01 ... 173.20 109.00 OmegaFlex OFLX .9 49 126.75 –22.55 .30 111.31 83.06 PinnacleFinPtrs PNFP .9 14 94.79 +0.26 .22
81.47 49.89 Kforce KFRC 1.8 19 67.33 –4.75 .30 11.09 5.91 LumiraDx LMDX ... ... 6.26 –0.09 ... 9.98 9.84 MountRainier RNER ... dd 9.98 ... ... 31.41 8.52 OmegaTherap OMGA ... dd 9.68 +0.20 ... 1.78 0.40 PintecTech PT ... dd .57 +0.13 ...
0.12 20.48 4.65 Omeros OMER ... dd 6.10 –0.29 ...
30.61 16.80 KimballElec KE ... 14 18.34 +0.08 ... 2.36 0.49 LumiraDxWt LMDXW ... ... .85 –0.05 ... 0.35 MountRainierWt RNERW ... ... .17 –0.01 ... 7.90 2.63 Pixelworks PXLW ... dd 2.82 –0.14 ...
14.86 8.78 KimballIntl B KBAL 4.1 dd 8.79 –0.40 .09 14.46 6.15 LumosPharma LUMO ... dd 8.87 –0.73 ... 10.30 10.02 MountainIAcqn MCAAU ... ... 10.24 ... ... 187.29 118.81 Omnicell OMCL ... 83 134.80 +0.12 ... 12.38 8.57 PlainsAllAmPipe PAA 6.7 20 10.80 –0.06 .18
91.00 51.70 Kinetik KNTK 9.5 dd 63.16 –11.44 1.50 15.37 10.93 LutherBurbank LBC 3.6 8 13.28 +0.13 .12 10.08 9.96 MountainI A MCAA ... ... 10.07 +0.01 ... 10.20 9.89 OmniLitAcqn OLITU ... ... 10.05 ... ... 12.96 8.64 PlainsGP PAGP 6.2 37 11.59 +0.02 .18
53.53 4.83 KingsoftCloud KC ... dd 4.91 –0.43 ... 19.84 4.91 LyellImmuno LYEL ... dd 6.55 +0.03 ... 0.60 0.30 MountainI Wt MCAAW ... ... .37 –0.01 ... 10.00 9.84 OmniLitAcqnA OLIT ... ... 9.97 +0.02 ... 9.81 6.13 PlayaHotels PLYA ... dd 8.69 –0.29 ...
23.90 9.38 KiniksaPharm KNSA ... dd 9.64 +0.07 ... 68.28 33.94 Lyft LYFT ... dd 37.25 +1.97 ... 9.83 9.71 MountainCrestAcqnV MCAG ... ... 9.80 –0.03 ... 0.32 0.21 OmniLitAcqnWt OLITW ... ... .25 +0.02 ... 10.50 3.60 Playstudios MYPS ... 16 4.04 +0.30 ...
37.92 7.43 KinnateBio KNTE ... dd 8.73 +1.00 ... 14.40 3.30 LyraTherap LYRA ... dd 4.34 –0.43 ... 10.10 10.02 MurphyCanyon MURFU ... ... 10.04 –0.01 ... 71.26 34.01 ON Semi ON ... 25 55.89 –2.44 ... 2.36 0.42 PlaystudiosWt MYPSW ... ... .61 –0.02 ...
34.45 10.86 Kirkland's KIRK ... 5 10.89 –2.35 ... 4.06 0.72 MustangBio MBIO ... dd .79 +0.01 ... 6.25 1.22 Oncocyte OCX ... dd 1.29 –0.02 ... 30.00 14.81 Playtika PLTK ... 22 16.37 –1.33 ...
27.50 5.01 Knightscope KSCP ... ... 5.07 –1.18 ... 8.67 17.79 1.68 Oncorus ONCR ... dd 1.69 –0.08 ...
36.67
137.05
16.77
6.81
KnowBe4
KodiakSciences
KNBE
KOD
...
...
dd
dd
17.06
7.98
–2.11
+0.28
...
...
M 22.00
36.95 22.35
Mynaric
MyriadGenetics
MYNA
MYGN
...
...
dd
dd
8.70
26.12
–1.56
+3.45
...
... 38.66
8.64
13.16
6.66
1-800-FLOWERS
180DegreeCap
FLWS
TURN
...
...
10
5
13.43
6.77
–0.84
–0.09
...
...
101.17
42.29
72.88
8.20
Plexus
PliantTherap
PLXS
PLRX
...
...
19
dd
82.47
8.42
+2.01
–0.27
...
...
10.70 3.92 PolyPid PYPD ... dd 4.62 –0.35 ...
74.86 45.63 7.64 1LifeHealthcare ONEM ... dd 8.37 –1.77 ...
N
181.38 KornitDigital KRNT ... cc 75.35 –5.80 ... 80.30 48.68 Macom Tech MTSI ... 22 56.44 –1.35 ... 11.29 7.63 PonceFinl PDLB ... 20 10.56 +0.16 ...
44.95 32.78 KraftHeinz KHC 4.3 46 37.36 –2.48 .40 19.74 1.84 111 YI ... dd 2.00 –0.41 ...
30.29 14.93 KratosDefense KTOS ... dd 18.72 –1.28 ... 14.70 10.00 MeliKaszek MEKA ... ... 10.21 +0.06 ... 35.46 6.49 1stdibs.com DIBS ... dd 7.86 +0.06 ... 582.27 331.60 Pool POOL .7 28 442.10 –23.71 .80
82.95 68.61 MGE Energy MGEE 2.0 26 75.61 –0.25 .3875 62.79 34.20 OneWaterMarine ONEW .0 6 42.25 –7.51 1.80 78.00 1.10 PopCulture CPOP ... 7 1.29 +0.04 ...
21.69 12.63 KrispyKreme DNUT 1.0 dd 13.55 –1.03 .035 89.50 58.00 MGP Ingredients MGPI .6 18 76.42 –3.91 .12 26.00 15.33 Napco Security NSSC ... 41 19.55 –0.62 ... 99.49 66.96 Popular BPOP 2.7 7 81.18 –3.50 .55
32.18 6.10 KronosBio KRON ... dd 6.96 +0.70 ... 41.65 1.78 Ontrak OTRK ... dd 1.81 –0.54 ... 57.73 21.38 Portillo's PTLO ... ... 23.11 ... ...
102.99 38.86 KrystalBiotech KRYS ... dd 64.83 +7.48 ... 2.69 0.92 MINDTechnology MIND ... dd 1.18 +0.12 ... 42.79 32.66 NBT Bancorp NBTB 2.9 11 38.30 ... .28 0.59 0.20 OnyxAcqnIWt ONYXW ... ... .21 –0.08 ...
199.44 136.23 MKS Instrum MKSI .6 14 142.24 –4.14 .22 32.12 13.73 NGM Biopharm NGM ... dd 14.78 –0.11 ... 25.97 20.50 PortmanRidge PTMN 10.3 2 24.11 –0.04 .62
75.29 42.80 Kulicke&Soffa KLIC 1.3 7 51.07 –0.07 .17 121.22 63.62 MYR Group MYRG ... 19 94.00 +2.34 ... 319.88 209.23 NICE NICE ... 72 209.36 –17.15 ... 10.21 10.02 OnyxAcqnI ONYXU ... ... 10.09 ... ... 11.57 3.10 PoseidaTherap PSTX ... dd 3.83 +0.53 ...
30.37 11.49 KuraOncology KURA ... dd 16.29 +0.87 ... 10.66 7.37 Macatawa MCBC 3.5 11 9.17 +0.07 .08 27.25 19.43 NMI Holdings NMIH ... 8 20.85 –1.01 ... 10.12 9.81 OnyxAcqnIA ONYX ... ... 9.97 +0.01 ... 52.39 11.70 Poshmark POSH ... dd 11.85 –0.48 ...
85.62 28.22 KuraSushiUSA KRUS ... dd 49.53 +0.73 ... 36.48 8.13 Macrogenics MGNX ... dd 8.49 +0.24 ... 9.62 2.37 NN NNBR ... dd 2.88 +0.46 ... 44.00 14.90 OpenLending LPRO ... 16 18.32 –0.14 ... 9.07 4.83 Potbelly PBPB ... dd 6.11 +0.12 ...
69.12 29.93 KymeraTherap KYMR ... dd 38.43 +2.54 ... 142.62 52.33 MadrigalPharm MDGL ... dd 95.58 +4.35 ... 57.00 2.38 NRX Pharm NRXP ... dd 2.90 +0.37 ... 55.25 40.96 OpenText OTEX 2.1 23 41.84 –0.50 .2209 65.67 48.82 PotlatchDelt PCH 3.2 9 54.85 –0.05 .44
14.20 2.50 MagentaTherap MGTA ... dd 2.79 +0.23 ... 16.10 1.11 NRX PharmWt NRXPW ... ... 1.30 –0.10 ... 30.04 6.16 OpendoorTech OPEN ... dd 6.86 +0.10 ... 37.28 20.24 PowellIndustries POWL 4.9 dd 21.24 +0.09 .26
4.60
L 25.49 14.87 MagicSoftware MGIC 2.5 34 17.35 –0.93 .216 239.91 168.74 NXP Semi NXPI 1.9 26 178.56 +2.11 .845 13.44 Opera OPRA ... dd 4.76 –0.32 ... 11.00 9.92 Power&Digital II XPDBU ... ... 10.00 ... ...
53.48 10.47 Magnite MGNI ... dd 11.04 –1.61 ... 2.33 0.40 NabrivaTherap NBRV ... dd .43 ... ... 27.95 12.65 OportunFin OPRT ... 8 13.05 –1.72 ... 10.47 9.70 Pwr&Digital II A XPDB ... ... 9.79 +0.04 ...
12.49 10.15 MagyarBancorp MGYR 1.0 13 12.01 –0.19 .03 64.00 8.40 NanoXImaging NNOX ... dd 9.09 –0.76 ... 16.23 4.73 OptheaADR OPT ... ... 4.85 –0.35 ... 0.70 0.34 Pwr&Digital II Wt XPDBW ... ... .45 +0.05 ...
0.52 0.25 LamfGlbI Wt LGVCW ... ... .25 –0.05 ... 39.02 20.06 MakeMyTrip MMYT ... dd 21.98 –0.79 ... 18.00 5.80 Nanobiotix NBTX ... dd 6.83 +0.39 ... 14.64 9.10 Optibase OBAS ... dd 12.30 +0.10 ... 110.66 72.50 PowerIntegrations POWI .8 33 87.16 +0.86 .18
10.14 9.18 LamfGlbl I LGVCU ... ... 10.03 +0.02 ... 93.00 55.28 MalibuBoats MBUU ... 10 60.42 –5.54 ... 81.89 28.68 NanoStringTech NSTG ... dd 32.46 –3.44 ... 6.85 3.15 OpticalCable OCC ... 5 4.35 –0.06 ... 9.34 2.68 PowerFleet PWFL ... dd 2.91 –0.14 ...
10.19 9.72 LamfGlbI A LGVC ... ... 9.91 +0.02 ... 19.38 15.12 MalvernBancorp MLVF ... dd 16.51 +0.11 ... 3.88 0.72 NantHealth NH ... dd .90 +0.02 ... 4.03 1.46 Optinose OPTN ... dd 2.03 –0.69 ... 10.03 9.98 PowerUpAcqn PWUPU ... ... 10.02 +0.03 ...
10.20 9.89 LavaMedtech LVACU ... ... 10.16 +0.03 ... 5.95 1.35 MammothEnergy TUSK ... dd 2.31 +0.54 ... 214.96 142.35 Nasdaq NDAQ 1.3 23 164.87 –6.66 .54 28.86 16.02 OptionCare OPCH ... 33 25.75 –0.48 ... 47.02 12.23 PraxisPrecision PRAX ... dd 12.38 –0.39 ...
10.02 9.83 LavaMedtech LVAC ... ... 9.96 +0.01 ... 10.38 10.07 ManaCapAcqn MAAQU ... ... 10.24 +0.04 ... 129.09 26.10 Natera NTRA ... dd 38.98 –17.50 ... 13.57 6.80 OraSureTechs OSUR ... dd 6.81 –0.69 ... 9.84 1.91 Precigen PGEN ... dd 2.06 +0.04 ...
0.68 0.18 LavaMedtechWt LVACW ... ... .30 –0.15 ... 9.88 9.75 ManaCapAcqn MAAQ ... ... 9.88 ... ... 78.89 51.50 Nathan's NATH 3.2 17 56.20 –0.10 .45 8.58 0.68 OrchardTherap ORTX ... dd .70 –0.08 ... 14.38 3.60 PrecisionBio DTIL ... dd 3.91 +0.11 ...
17.20 4.22 LavaTherap LVTX ... ... 4.68 +0.30 ... 0.43 0.19 ManaCapAcqnRt MAAQR ... ... .25 +0.05 ... 64.67 38.38 NationalBeverage FIZZ .0 22 39.54 –3.15 3.00 4.68 1.27 OrganiGram OGI ... dd 1.34 –0.04 ... 81.97 57.27 PreferredBankLA PFBC 2.3 12 75.14 –0.54 .43
9.99 9.86 LFCapAcqnIIA LFAC ... ... 9.96 +0.01 ... 0.36 0.15 ManaCapAcqnWt MAAQW ... ... .19 –0.03 ... 6.11 2.41 NatlCineMedia NCMI 7.9 dd 2.53 –0.14 .05 31.58 6.54 OricPharm ORIC ... dd 7.11 +0.25 ... 82.06 54.97 PreformedLine PLPC 1.3 8 59.48 +0.47 .20
10.24 9.91 LFCapitalAcqnIIUn LFACU ... ... 10.05 –0.02 ... 23.33 13.76 Mandiant MNDT ... dd 21.78 +2.40 ... 46.42 38.01 NatlInstruments NATI 2.9 57 38.12 –1.30 .28 47.58 38.17 OriginBancorp OBNK 1.2 10 43.85 +0.07 .13 62.75 7.62 PreludeTherap PRLD ... dd 8.90 +1.04 ...
0.55 0.19 LFCapAcqnIIWt LFACW ... ... .19 –0.06 ... 188.52 113.09 ManhattanAssoc MANH ... 76 130.70 –0.07 ... 55.67 36.29 NatlResearch NRC 2.6 25 36.90 –0.23 .24 77.77 0.65 Orphazyme ORPH ... dd .68 –0.41 ... 35.90 25.80 PremierFinl PFC 3.9 9 30.70 ... .30
188.00 110.83 LGI Homes LGIH ... 7 118.90 –8.50 ... 49.08 13.65 Mannatech MTEX 2.5 8 32.00 –2.47 .20 16.19 8.91 NatlSecurity NSEC 1.5 dd 16.06 +0.01 .06 22.99 16.04 OrthoClinical OCDX ... dd 17.22 –0.02 ... 42.15 32.57 Premier PINC 2.3 15 35.29 –2.26 .20
223.63 108.42 LHC Group LHCG ... 37 136.44 –0.58 ... 5.53 2.49 MannKind MNKD ... dd 3.26 +0.26 ... 65.92 34.70 NationalVision EYE ... 30 40.77 +2.22 ... 47.50 28.65 OrthofixIntl OFIX ... dd 32.07 –3.76 ... 100.30 66.77 PriceSmart PSMT 1.1 23 75.09 –2.77 .43
10.69 9.96 LIVCapAcqnII LIVBU ... ... 10.00 +0.01 ... 92.00 66.91 ManTechIntl MANT 1.9 26 88.52 +2.76 .41 260.00 197.62 NatlWesternLife NWLI .2 4 206.70 –6.30 .36 73.91 43.09 OrthoPediatrics KIDS ... dd 50.17 –3.73 ... 16.54 12.88 PrimisFinl FRST 2.8 11 14.22 –0.01 .10
... ... LIVCapAcqnII Wt LIVBW ... ... .16 ... ... 63.55 23.16 MaravaiLifeSci MRVI ... 25 38.16 –1.33 ... 19.93 10.86 NaturalAlt NAII ... 7 10.95 –0.11 ... 11.49 1.15 OtonomoTech OTMO ... dd 1.43 –0.03 ... 41.76 21.47 PrimorisSvcs PRIM .9 12 26.60 +1.95 .06
60.43 40.38 LKQ LKQ 2.3 12 44.05 –0.90 .25 10.75 9.84 MarblegateAcqn GATEU ... ... 9.87 –0.03 ... 29.70 20.90 NatusMedical NTUS ... 64 24.76 –2.01 ... 2.36 0.15 OtonomoTechWt OTMOW ... ... .20 +0.04 ... 80.36 57.47 PrincipalFin PFG 3.9 10 65.06 –2.00 .64
196.29 127.03 LPL Financial LPLA .6 28 156.81 –0.30 .25 10.29 9.76 MarblegateAcqn GATE ... ... 9.84 +0.01 ... 15.00 3.36 NautilusBiotech NAUT ... dd 3.79 +0.29 ... 2.99 1.14 Otonomy OTIC ... dd 2.33 +0.08 ... 50.77 18.93 PriviaHealth PRVA ... dd 23.77 –1.12 ...
10.46 5.96 LSI Inds LYTS 2.9 24 6.94 +0.18 .05 0.63 0.29 MarblegateAcqnWt GATEW ... ... .45 +0.10 ... 23.80 12.83 Navient NAVI 3.8 4 16.63 +0.14 .16 71.89 44.41 OtterTail OTTR 2.6 15 62.34 –0.80 .4125 11.98 7.36 Procaps PROC ... dd 8.97 –0.48 ...
15.40 14.04 LakeShoreBancorp LSBK 4.3 14 14.93 +0.12 .16 3.63 1.66 Marchex MCHX ... dd 2.14 +0.26 ... 22.19 7.63 NavitasSemi NVTS ... dd 7.88 –0.42 ... 20.99 10.45 Outbrain OB ... dd 11.01 +0.38 ... 1.24 0.44 ProcapsWt PROCW ... ... .60 –0.18 ...
20.69 15.31 LakelandBcp LBAI 3.1 9 17.47 +0.05 .135 27.26 1.34 MarinSoftware MRIN ... dd 2.95 –0.10 ... 79.43 38.00 nCino NCNO ... dd 43.39 –5.66 ... 61.00 33.30 OutsetMedical OM ... dd 40.73 –2.37 ... 22.50 16.90 ProfessionalHldg PFHD ... 14 21.54 –0.14 ...
85.71 56.06 LakelandFin LKFN 2.0 21 80.00 +1.21 .40 19.83 7.16 MarinusPharma MRNS ... dd 7.79 +0.44 ... 10.69 6.83 NecessityRetail RTL 11.6 dd 7.34 –0.09 .2125 111.28 35.67 Overstock OSTK ... 18 44.78 –6.77 ... 6.20 0.66 Progenity PROG ... dd 1.18 –0.02 ...
30.93 18.26 LakelandInd LAKE ... 8 18.47 –1.59 ... 3.65 0.35 MarkerTherap MRKR ... dd .42 +0.02 ... 23.50 9.31 NektarTherap NKTR ... dd 10.63 +0.13 ... 4.80 2.60 OvidTherap OVID ... 2 3.38 +0.05 ... 53.99 41.06 ProgressSoftware PRGS 1.6 25 43.85 –0.43 .175
10.02 9.98 LakeshoreAcqnII LBBBU ... ... 9.99 –0.01 ... 546.16 321.17 MarketAxess MKTX .8 51 342.59 –25.74 .70 73.54 13.14 NeoGames NGMS ... 32 13.19 –4.66 ... 8.53 6.16 OxfordLane OXLC 12.5 2 7.21 –0.44 .075 68.32 32.86 Progyny PGNY ... 66 43.48 –0.22 ...
731.85 479.05 LamResearch LRCX 1.2 15 483.39 –42.39 1.50 16.97 4.25 MarketWise MKTW ... dd 4.26 –0.73 ... 48.85 33.67 Neogen NEOG ... 64 33.81 –1.96 ... 5.22 3.68 OxfordSquare OXSQ 10.6 5 3.97 –0.04 .035 9.95 9.23 ProjectEnReimag PEGR ... ... 9.66 ... ...
124.32 89.51 LamarAdv LAMR 4.0 28 108.91 +1.29 1.10 37.90 8.40 Marqeta MQ ... dd 10.01 +0.51 ... 13.40 2.12 NeoleukinTherap NLTX ... dd 2.13 –0.19 ... 23.18 8.21 OysterPtPharma OYST ... dd 11.44 +2.86 ... 10.63 9.65 ProjectEnReimagUn PEGRU ... ... 9.85 –0.03 ...
201.31 145.79 LancasterColony LANC 2.1 34 153.23 –9.38 .80 184.99 127.23 Marriott MAR ... 48 161.64 +2.36 ... 34.44 9.09 NerdWallet NRDS ... dd 10.25 +0.63 ... 0.71 0.35 ProjectEnReimagWt PEGRW ... ... .41 –0.10 ...
12.88
30.00
7.65
22.27
Landec
LandmarkBncp
LNDC
LARK
...
3.1
dd
7
11.69
26.75
–0.05
–0.55
...
.21
19.70
4.40
14.72
2.02
MartenTransport
MartinMidstream
MRTN
MMLP
1.2
.5
19
dd
19.58
3.70
+1.20
+0.44
.06
.005
6.97
96.82
3.84
66.93
Net1UEPS
NetApp
UEPS
NTAP
...
2.4
dd
19
4.76
84.10
–0.58
+3.75
...
.50 PQ 51.96
9.46
16.11
0.89
PrometheusBio
ProQR Therap
RXDX
PRQR
...
...
dd
dd
49.88
.97
+6.57
+0.07
...
...
16.17 1.41 LandosBio LABP ... dd 1.47 –0.31 ... 93.85 40.79 MarvellTech MRVL .4 dd 63.09 –0.32 .06 120.84 76.95 NetEase NTES 1.5 20 79.09 –6.41 .405 9.25 7.31 ProspectCapital PSEC 8.9 3 8.07 –0.04 .06
188.63 147.24 LandstarSystem LSTR .7 15 151.82 –4.77 .25 305.21 133.94 Masimo MASI ... 34 136.72 –12.85 ... 700.99 340.00 Netflix NFLX ... 30 340.32 –21.41 ... 81.77 25.89 PAM Transport PTSI ... 10 68.16 +1.93 ... 50.54 12.80 ProtagonistTherap PTGX ... dd 25.51 +1.20 ...
56.19 19.14 Lantheus LNTH ... dd 51.82 –0.48 ... 33.63 23.04 MasterCraftBoat MCFT ... 8 25.59 –1.03 ... 45.12 23.66 Netgear NTGR ... 15 23.67 –2.51 ... 9.70 5.22 P&FIndustries PFIN ... 48 6.20 +0.17 ... 18.86 4.07 ProtaraTherap TARA ... dd 4.25 –0.08 ...
18.71 7.39 Largo LGO ... 31 13.81 +2.15 ... 182.00 84.20 MatchGroup MTCH ... cc 88.45 –8.14 ... 34.87 24.82 NetScout NTCT ... 42 31.49 –0.17 ... 26.04 13.97 PCB Bancorp PCB 2.7 9 22.59 +0.17 .15 20.20 6.52 Proterra PTRA ... dd 7.08 –0.11 ...
18.63 2.71 LarimarTherap LRMR ... dd 3.97 –0.03 ... 46.46 17.06 Materialise MTLS ... 72 18.36 +0.80 ... 108.02 71.88 Neurocrine NBIX ... 98 89.29 +1.10 ... 51.75 40.08 PCConnection CNXN .0 19 50.80 –0.21 1.00 79.75 21.30 Prothena PRTA ... 31 33.44 +2.84 ...
10.04 9.60 LarkspurHealth LSPRU ... ... 10.00 +0.01 ... 16.23 6.18 MatrixService MTRX ... dd 8.52 +1.45 ... 17.92 2.81 Neuronetics STIM ... dd 2.98 –0.02 ... 7.99 4.52 PCTEL PCTI 4.8 cc 4.63 –0.17 .055 14.14 3.40 ProventionBio PRVB ... dd 6.50 +0.58 ...
9.88 9.80 LarkspurHlthA LSPR ... ... 9.88 +0.02 ... 25.71 17.95 Mattel MAT ... 9 22.63 –1.64 ... 27.38 6.75 NeuroPace NPCE ... dd 8.08 +0.42 ... 72.90 30.25 PDC Energy PDCE 1.5 13 66.85 –3.78 .25 18.48 14.50 ProvidentFin PROV 3.4 13 16.53 +0.10 .14
0.25 0.18 LarkspurHlthWt LSPRW ... ... .19 –0.02 ... 37.60 5.71 Matterport MTTR ... dd 7.01 +0.16 ... 57.00 19.17 NewFortressEner NFE 1.3 72 30.74 –3.94 .10 33.78 16.44 PDF Solutions PDFS ... dd 26.69 +0.23 ... 17.43 13.25 PrudentialBncp PBIP 1.7 17 16.85 –0.14 .07
10.01 9.93 LatAmGrowth LATGU ... ... 9.99 –0.01 ... 43.75 31.42 MatthewsIntl MATW 2.6 dd 33.33 –0.46 .22 14.11 12.24 NewMtnFin NMFC 8.7 7 13.73 +0.05 .30 63.04 12.40 PLBY Group PLBY ... dd 14.99 +0.30 ... 62.25 19.72 PubMatic PUBM ... 20 19.75 –1.96 ...
14.83 3.33 Latch LTCH ... dd 3.40 –0.09 ... 17.44 5.35 MaxCyte MXCT ... ... 5.37 –0.52 ... 10.89 9.83 NewProvidenceAcqnII NPABU ... ... 9.96 –0.05 ... 43.63 14.42 PMV Pharm PMVP ... dd 19.62 +3.58 ... 61.54 18.49 Pulmonx LUNG ... dd 21.75 –0.98 ...
5.19 0.51 LatchWt LTCHW ... ... .57 –0.06 ... 41.89 7.48 MaxeonSolar MAXN ... dd 13.04 +2.78 ... 9.97 9.55 NewProvidenceII A NPAB ... ... 9.90 ... ... 51.00 34.83 PRA Group PRAA ... 11 43.22 –1.90 ... 11.95 2.06 PumaBiotech PBYI ... dd 2.63 +0.11 ...
34.73 12.69 Latham SWIM ... dd 14.80 –0.25 ... 77.89 30.47 MaxLinear MXL ... cc 54.45 –1.53 ... 4.93 3.24 NY Mortgage NYMT 10.9 10 3.68 +0.10 .10 47.73 15.38 ProceptBio PRCT ... ... 24.93 +0.93 ... 65.90 21.95 PureTechHealth PRTC ... dd 26.79 –1.21 ...
85.45 39.08 LatticeSemi LSCC ... 80 53.86 –3.30 ... 10.36 10.03 MaxproCapitalAcqn JMACU ... ... 10.17 +0.04 ... 10.20 9.78 NewcourtAcqn NCACU ... ... 10.02 –0.08 ... 153.73 101.65 PTC PTC ... 25 103.94 –4.05 ... 36.44 5.05 PurpleInnovation PRPL ... dd 6.80 –0.77 ...
19.02 9.41 LaureateEduc LAUR .0 dd 12.15 +0.79 .58 10.02 9.85 MaxproCapA JMAC ... ... 10.02 +0.01 ... 10.00 9.87 NewcourtAcqnA NCAC ... ... 9.98 ... ... 59.48 32.45 PTC Therap PTCT ... dd 34.26 +0.93 ... 9.11 3.69 Puyi PUYI ... dd 6.20 –0.45 ...
62.10 35.10 LawsonProducts LAWS ... 37 37.53 –0.27 ... 0.51 0.21 MaxproCapWt JMACW ... ... .26 ... ... 0.70 0.20 NewcourtAcqnWt NCACW ... ... .25 ... ... 99.48 77.96 Paccar PCAR 1.6 16 85.56 –2.39 .34 19.00 4.18 PyxisOncology PYXS ... ... 4.61 +0.20 ...
Nasdaq Issues
16.04 1.09 Q&K Intl QK ... dd 1.23 –0.40 ... 7.29 3.53 SRAX SRAX ... dd 4.51 –0.06 ... 65.59 43.51 SouthernFirstBcsh SFST ... 9 54.15 –1.32 ... 45.00 13.18 360DigiTech QFIN 2.0 2 13.23 –3.59 .27 37.14 13.06 Veritone VERI ... dd 15.63 –0.52 ...
62.34 41.62 QCR Holdings QCRH .4 9 54.62 –0.23 .06 84.85 65.70 SS&C Tech SSNC 1.1 25 74.96 –0.71 .20 61.93 37.65 SoMO Bancorp SMBC 1.6 9 50.46 –1.98 .20 10.20 9.94 ThriveAcqn THACU ... ... 10.04 –0.05 ... 9.15 3.66 VeronaPharma VRNA ... dd 4.82 –0.63 ...
5.55 1.51 QilianIntl QLI ... 19 1.70 –0.19 ... 22.46 13.68 SSR Mining SSRM 1.0 20 22.26 +1.37 .07 22.70 18.90 SouthernStBcsh SSBK 1.7 10 21.53 –0.97 .09 12.97 9.83 ThriveAcqnA THAC ... ... 9.99 +0.01 ... 17.69 7.10 VerricaPharm VRCA ... dd 7.88 –0.26 ...
201.68 122.88 Qorvo QRVO ... 12 123.63 –6.00 ... 763.22 467.22 SVB Fin SIVB ... 17 530.59 –12.53 ... 45.36 34.52 SouthsideBcshs SBSI 3.2 12 42.14 +1.09 .34 0.65 0.18 ThriveAcqnWt THACW ... ... .23 –0.09 ... 14.30 10.30 VersaBank VBNK .7 15 10.83 –0.29 .0197
193.58 122.17 Qualcomm QCOM 1.8 17 152.34 –9.92 .68 19.02 12.31 SabraHealthcare SBRA 8.6 dd 13.94 +0.50 .30 17.41 10.96 SovosBrands SOVO ... cc 11.51 –0.21 ... 10.00 9.77 ThunderBridgeIV THCPU ... ... 9.80 ... ... 26.75 12.21 Vertex VERX ... dd 13.78 +0.46 ...
49.03 22.72 QualtricsIntl XM ... dd 27.40 –0.10 ... 16.88 7.05 Sabre SABR ... dd 9.11 +0.32 ... 33.11 18.08 SpartanNash SPTN 2.8 15 30.48 –2.52 .21 16.84 9.55 ThunderBridgeIV A THCP ... ... 9.65 –0.04 ... 254.93 176.36 VertxPharm VRTX ... 26 236.48 –2.18 ...
142.94 92.00 Qualys QLYS ... 72 127.48 –0.78 ... 88.28 74.45 SafetyInsurance SAFT 4.2 10 85.17 –0.52 .90 4.54 0.60 SpectrumPharm SPPI ... dd .76 +0.07 ... 31.34 5.00 TilrayBrands TLRY ... dd 5.19 –0.05 ... 78.00 24.75 VerveTherap VERV ... dd 26.27 –1.38 ...
69.22 25.32 Quanterix QTRX ... dd 25.96 –3.75 ... 28.58 20.05 SagaComm SGA 2.8 14 22.60 +0.15 .16 19.87 8.00 SperoTherap SPRO ... dd 8.36 –0.25 ... 30.75 26.68 TimberlandBncp TSBK 3.1 9 28.39 +0.20 .22 12.35 9.44 ViaRenewables VIA 7.5 dd 9.62 –1.57 .1813
9.47 2.36 Quantum QMCO ... dd 2.50 –0.17 ... 10.20 9.90 SagaliamAcqn SAGAU ... ... 9.96 –0.09 ... 10.20 10.03 SpindletopHlth SHCAU ... ... 10.05 –0.04 ... 38.58 23.62 TitanMachinery TITN ... 14 27.80 –0.49 ... 62.84 5.60 ViantTech DSP ... dd 6.41 –0.98 ...
14.70 3.79 Quantum-Si QSI ... dd 4.10 +0.10 ... 9.89 9.60 SagaliamAcqnA SAGA ... ... 9.84 –0.05 ... 10.87 9.55 SpindletopHlth SHCA ... ... 9.95 ... ... 31.07 20.95 TivityHealth TVTY ... 15 30.26 +0.46 ... 68.76 39.13 ViaSat VSAT ... cc 50.81 +5.19 ...
5.00 0.70 Quantum-SiWt QSIAW ... ... .88 +0.03 ... 0.40 0.01 SagaliamAcqnRt SAGAR ... ... .15 –0.12 ... 31.75 21.37 SpiritofTexas STXB 1.7 12 28.58 +0.78 .12 3.26 0.53 TizianaLife TLSA ... dd 1.04 +0.12 ... 16.29 9.68 Viatris VTRS 4.8 dd 10.02 –0.18 .12
7.09 0.50 Quhuo QH ... dd .51 –0.17 ... 81.98 31.00 SageTherap SAGE ... dd 31.07 –2.86 ... 176.66 105.45 Splunk SPLK ... dd 122.17 –6.89 ... 10.16 6.17 Torm TRMD ... dd 7.75 –0.76 ... 18.14 14.68 ViaviSolutions VIAV ... dd 15.78 –0.21 ...
180.06 88.37 Quidel QDEL ... 6 99.20 –0.37 ... 365.50 187.02 Saia SAIA ... 28 261.35 –3.35 ... 11.94 7.16 SpokHoldings SPOK 14.3 dd 8.73 –0.20 .3125 47.50 24.81 TowerSemi TSEM ... 35 47.15 +0.22 ... 164.76 70.71 Vicor VICR ... 61 76.39 +3.80 ...
23.76 10.15 QuinStreet QNST ... cc 11.32 +0.86 ... 6.82 1.69 SalemMedia SALM ... 2 3.43 –0.23 ... 28.22 11.06 Sportradar SRAD ... ... 12.48 –0.21 ... 34.79 27.93 TowneBank TOWN 2.6 11 31.32 +0.87 .20 43.09 24.72 VictoryCapital VCTR 2.2 8 31.37 –0.01 .25
4.53 0.98 Quotient QTNT ... dd 1.01 –0.15 ... 33.80 5.07 SanaBiotech SANA ... dd 5.68 +0.28 ... 18.05 9.73 SportsmansWrhs SPWH ... 6 10.96 –0.43 ... 239.86 165.10 TractorSupply TSCO 1.6 26 226.52 +4.59 .92 16.28 8.58 VidlerWater VWTR ... 24 12.07 –0.97 ...
17.39 4.75 QurateRetailB QRTEB .0 7 5.13 –0.22 1.25 0.63 0.16 SanabyHlthIWt SANBW ... ... .21 –0.05 ... 11.16 9.99 SportsMapTech SMAPU ... ... 10.13 +0.01 ... 114.09 46.71 TradeDesk TTD ... 83 56.80 –18.86 ... 9.89 1.36 View VIEW ... ... 1.37 –0.04 ...
14.62 4.68 QurateRetailA QRTEA .0 6 4.81 –0.19 1.25 10.44 9.60 SanabyHealthI SANBU ... ... 10.17 +0.07 ... 10.88 9.79 SportsMapTech SMAP ... ... 9.91 ... ... 102.33 71.93 Tradeweb TW .4 76 82.95 –4.51 .08 2.30 0.13 ViewWt VIEWW ... ... .16 +0.01 ...
31.22 1.12 Qutoutiao QTT ... dd 1.12 –0.29 ... 10.10 9.87 SanabyHlthIA SANB ... ... 9.99 –0.01 ... 0.65 0.27 SportsMapTechWt SMAPW ... ... .31 –0.01 ... 17.18 7.27 TransActTechs TACT ... dd 7.30 –1.41 ... 8.25 3.48 ViewRay VRAY ... dd 3.73 –0.29 ...
200.00 153.44 SandersonFarms SAFM 1.0 6 179.00 –0.51 .44 89.75 47.05 SpringWorks SWTX ... dd 58.87 +9.19 ... 101.05 46.03 Transcat TRNS ... 48 73.00 –4.62 ... 18.27 10.52 VigilNeurosci VIGL ... ... 12.67 –2.11 ...
34.97
R
52.04 39.85 SandySpringBncp SASR 3.0 9 44.96 –0.58 .34 21.18 SproutsFarmers SFM ... 15 31.01 –2.61 ... 7.00 1.95 TransCodeTherap RNAZ ... dd 2.38 +0.14 ... 7.20 3.04 VikingTherap VKTX ... dd 3.18 ... ...
94.97 76.57 Sanfilippo JBSS .9 15 79.27 –3.91 2.30 28.49 1.88 SpruceBio SPRB ... dd 1.91 –0.09 ... 49.50 10.00 TransMedics TMDX ... dd 17.87 –0.67 ... 26.18 21.25 VillageSuper A VLGEA 4.2 11 23.83 –0.51 .25
13.93 5.13 SangamoTherap SGMO ... dd 5.59 +0.10 ... 163.08 62.09 StaarSurgical STAA ... cc 64.51 –13.78 ... 64.58 24.10 TravelCenters TA ... 10 40.42 +1.08 ... 58.00 9.20 Vimeo VMEO ... dd 11.14 –0.71 ...
43.26 16.10 RaptTherap RAPT ... dd 23.99 +5.09 ... 25.55 ... SangomaTechs SANG ... dd 12.27 –0.76 ... 11.04 3.07 Stagwell STGW ... cc 7.82 +0.19 ... 19.83 6.00 Travelzoo TZOO ... cc 6.00 –1.49 ... 16.00 9.65 VinciPartners VINP 5.5 17 12.00 –0.67 .20
29.09 19.06 RBB Bancorp RBB 2.3 9 24.71 +0.18 .14 43.63 35.06 Sanmina SANM ... 10 39.93 +0.05 ... 32.00 13.26 StarBulkCarriers SBLK 14.1 5 30.13 +1.86 2.00 31.65 12.75 TravereTherap TVTX ... dd 24.01 –2.30 ... 13.48 7.60 VintageWineEstates VWE ... dd 8.55 +0.61 ...
250.52 165.99 RBC Bearings ROLL ... 93 192.55 –3.59 ... 54.26 46.93 Sanofi SNY 2.7 17 50.71 +2.23 1.9061 4.67 1.11 StarEquity STRR ... dd 1.23 +0.04 ... 37.17 15.00 TreaceMed TMCI ... dd 18.81 –1.67 ... 14.92 1.32 ViomiTech VIOT ... 4 1.33 –0.27 ...
94.33 55.33 RCI Hospitality RICK .3 17 58.82 –4.57 .05 38.32 24.30 SapiensInt SPNS ... 30 25.65 –0.49 ... 126.32 82.54 Starbucks SBUX 2.4 22 82.73 –7.30 .49 19.57 3.19 TreanInsurance TIG ... 10 3.35 –3.60 ... 30.86 14.24 ViperEnergyPtrs VNOM 6.6 36 28.70 –1.34 .47
8.96 3.15 RCM Tech RCMT ... 26 7.60 +0.46 ... 11.80 5.09 SarcosTech&Robotic STRC ... dd 5.33 –0.50 ... 2.45 0.47 StealthBioTher MITO ... dd .60 +0.11 ... 23.76 12.25 TremorIntl TRMR ... ... 13.68 –0.51 ... 58.34 21.61 VirBiotech VIR ... 6 21.84 –1.36 ...
12.54 2.05 REE Automotive REE ... dd 2.16 –0.12 ... 2.06 0.51 SarcosTechRobotWt STRCW ... ... .81 –0.04 ... 2.86 1.91 StealthGas GASS ... dd 2.21 –0.28 ... 2.96 0.46 TreviTherap TRVI ... dd 1.51 +0.25 ... 13.08 2.18 ViractaTherap VIRX ... dd 2.46 –0.17 ...
2.60 0.37 REEAutoWt REEAW ... ... .39 –0.06 ... 101.24 61.31 SareptaTherap SRPT ... dd 77.85 –1.51 ... 77.57 44.44 SteelDynamics STLD 1.9 5 72.12 –5.26 .34 10.92 3.55 Tricida TCDA ... dd 8.81 +0.57 ... 4.17 2.86 VircoMfg VIRC ... dd 2.94 +0.02 ...
46.46 24.09 REGENXBIO RGNX ... 10 28.11 +0.51 ... 7.48 3.90 SatsumaPharm STSA ... dd 3.96 –0.36 ... 55.19 28.52 StepStone STEP 1.9 7 31.86 –0.46 .15 51.66 38.37 TriCoBancshares TCBK 2.4 11 41.70 –0.82 .25 11.28 5.00 VirginOrbit VORB ... ... 5.52 –1.05 ...
9.63 5.80 RF Industries RFIL ... 11 6.76 –0.22 ... 3.58 1.02 Savara SVRA ... dd 1.08 –0.02 ... 79.97 53.25 Stericycle SRCL ... dd 55.44 –2.61 ... 38.72 27.86 TriMas TRS .5 23 31.03 –1.21 .04 3.47 0.75 VirginOrbitWt VORBW ... ... .98 –0.02 ...
26.02 20.25 RGC Resources RGCO 3.5 20 22.10 +0.24 .195 40.83 24.89 ScanSource SCSC ... 10 32.96 –0.40 ... 28.99 17.27 SterlingCheck STER ... dd 20.80 –1.69 ... 96.49 62.32 Trimble TRMB ... 34 65.47 –1.01 ... 36.70 23.19 VirtuFinancial VIRT 2.9 9 33.56 –1.55 .24
6.00 0.42 RISE Education REDU ... dd .79 –0.01 ... 59.34 35.34 SchnitzerSteel SCHN 1.5 7 49.41 –1.55 .1875 32.14 19.47 SterlingCnstr STRL ... 14 29.04 +0.66 ... 4.79 0.86 TrinityBiotech TRIB ... dd 1.00 –0.02 ... 338.80 203.76 VirtusInvtPtrs VRTS 2.8 8 211.64 –8.74 1.50
10.00 9.82 ROC Energy ROC ... ... 9.93 +0.05 ... 70.00 13.73 ScholarRock SRRK ... dd 13.83 –1.45 ... 51.56 34.92 StevenMadden SHOO 2.2 16 38.30 –1.96 .21 18.53 13.46 TrinityCapital TRIN 7.2 4 17.58 –0.59 .36 10.00 9.81 ViscogliosiBros VBOCU ... ... 9.99 +0.05 ...
43.71 27.86 Scholastic SCHL 1.4 41 41.88 –0.78 .15 69.20 8.75 StitchFix SFIX ... dd 10.18 –0.99 ... 45.19 19.36 Trip.com TCOM ... 9 19.37 –5.63 ... 9.88 9.78 ViscogliosiBros VBOC ... ... 9.88 +0.02 ...
0.35 0.15 ROC Energy Rt ROCAR ... ... .20 +0.02 ... 20.25
10.20 9.94 ROCEnergyAcqnUn ROCAU ... ... 10.13 +0.09 ... 83.65 23.14 Schrodinger SDGR ... dd 28.80 –3.48 ... 67.40 45.92 StockYardsBncp SYBT 2.2 17 51.45 –0.74 .28 64.95 TripAdvisor TRIP ... dd 23.55 +1.97 ... 0.25 0.12 ViscogliosiBrosWt VBOCW ... ... .15 –0.05 ...
28.10 18.71 R1RCM RCM ... dd 24.63 –1.55 ... 10.30 9.87 SchultzeSpacII SAMAU ... ... 9.88 –0.06 ... 54.74 16.62 StokeTherap STOK ... dd 20.44 +1.29 ... 34.55 18.36 TriStateCapital TSC ... 15 29.68 –1.06 ... 10.23 9.97 VisionSensingAcqn VSACU ... ... 10.09 +0.06 ...
4.85 0.98 RVL Pharm RVLP ... dd 1.76 –0.01 ... 16.80 9.67 SchultzeSpecII A SAMA ... ... 9.78 +0.01 ... 73.00 8.92 StoneCo STNE ... dd 8.93 –0.80 ... 19.75 6.42 TritiumDCFC DCFC ... ... 7.20 –0.41 ... 9.99 9.73 VisionSensingA VSAC ... ... 9.98 ... ...
26.43 7.28 RackspaceTech RXT ... dd 9.98 –0.07 ... 0.63 0.16 SchultzeSpecIIWt SAMAW ... ... .22 –0.19 ... 77.32 52.31 StoneX SNEX ... 11 71.27 –4.15 ... 3.88 0.96 TritiumDCFC Wt DCFCW ... ... 1.62 –0.07 ... 0.50 0.18 VisionSensingWt VSACW ... ... .22 +0.03 ...
18.79 11.51 RadiusGlbInfr RADI ... dd 14.47 –0.12 ... 15.10 4.69 Science37 SNCE ... dd 4.87 –2.60 ... 42.83 17.82 Stratasys SSYS ... dd 23.18 +1.28 ... 136.01 69.02 TriumphBancorp TBK ... 22 95.22 +2.15 ... 136.58 91.59 Visteon VC ... 71 101.95 –3.05 ...
26.16 5.92 RadiusHealth RDUS ... dd 8.45 –0.06 ... 90.20 36.89 ScientificGames SGMS ... 16 58.94 –0.46 ... 94.24 48.01 StrategicEd STRA 4.0 26 59.29 +1.01 .60 5.38 1.92 trivago TRVG ... 61 2.01 –0.05 ... 18.61 8.01 VitaCoco COCO ... ... 8.55 –2.34 ...
38.84 20.33 RadNet RDNT ... 45 20.78 –2.01 ... 22.29 10.75 SciPlay SCPL ... 16 12.61 +0.31 ... 57.95 31.89 Strattec STRT ... 14 38.80 –1.20 ... 6.22 3.00 TrueCar TRUE ... dd 3.38 +0.21 ... 29.19 11.07 VitalFarms VITL ... 96 11.27 –1.71 ...
42.19 25.00 Radware RDWR ... cc 31.95 –1.89 ... 19.95 0.61 ScopusBio SCPS ... dd .74 +0.05 ... 42.86 23.20 StratusProp STRS ... dd 39.96 –1.04 ... 158.25 69.74 Trupanion TRUP ... dd 78.98 –2.30 ... 18.48 10.61 Vitru VTRU ... 53 15.29 –0.17 ...
7.66 3.48 scPharm SCPH ... dd 4.66 –0.51 ... 35.80 7.26 StrongholdDig SDIG ... ... 9.54 –0.85 ... 41.47 29.78 TrustcoBank TRST 4.2 11 33.71 +0.26 .35 14.35 7.84 VividSeats SEAT .0 dd 10.26 –0.90 .23
23.90 5.07 RainTherap RAIN ... dd 6.71 +1.42 ...
25.78 8.06 Rallybio RLYB ... dd 9.96 +0.07 ... 10.00 9.80 ScreamingEagle SCRMU ... ... 9.90 +0.03 ... 28.00 21.00 SummitFin SMMF 2.9 7 25.21 –0.89 .18 36.31 28.81 Trustmark TRMK 2.9 14 31.85 +0.73 .23 4.00 0.92 VividSeatsWt SEATW ... ... 2.72 –0.39 ...
9.70 9.45 ScreamingEagleA SCRM ... ... 9.65 –0.02 ... 14.71 3.60 TScanTherap TCRX ... dd 4.00 +0.21 ... 20.36 14.53 Vodafone VOD 6.5 dd 15.69 –0.71 .5324
21.73 3.83 RamacoRscs METC 2.3 22 19.80 +1.39 .0567 20.00 11.83 SummitStateBk SSBI 3.0 7 16.14 –0.26 .12
5.28 0.80 Tuniu TOUR ... dd .90 –0.05 ... 20.92 10.85 Vonage VG ... dd 20.06 +0.31 ...
29.89 17.95 Rambus RMBS ... cc 27.73 –0.36 ... 0.77 0.40 ScreamingEagleWt SCRMW ... ... .63 –0.02 ... 8.70 1.88 SummitTherap SMMT ... dd 2.79 +0.03 ...
24.52 16.00 ScrippsEW SSP ... 28 21.14 –0.76 ... 23.48 9.79 SumoLogic SUMO ... dd 9.80 –1.39 ... 115.59 24.06 TurningPtTherap TPTX ... dd 26.90 –0.67 ... 46.00 7.07 VorBiopharma VOR ... dd 8.51 +0.77 ...
27.40 18.18 RandolphBancorp RNDB 3.0 11 20.02 –0.04 2.00 38.70 17.03 TurtleBeach HEAR ... 20 19.32 +0.73 ... 6.88
42.66 11.81 RangerOil ROCC ... 50 37.56 +0.78 ... 3.44 0.66 SeaChange SEAC ... dd 1.13 –0.02 ... 44.13 20.55 SunCountryAir SNCY ... 17 22.66 –2.17 ... 9.50
2.46 VoyagerTherap VYGR ... dd 5.59 +1.89 ...
36.27 9.24 RaniTherap RANI ... dd 14.76 –0.99 ... 40.93 29.28 SeacoastBkgFL SBCF 1.5 16 34.94 +1.19 .13 15.96 4.22 SunOpta STKL ... dd 4.59 –0.31 ... 79.84 TuSimple TSP ... dd 9.63 –1.86 ... 48.80 2.56 Vroom VRM ... dd 2.72 –0.20 ...
117.67 70.53 Seagate STX 3.2 11 87.33 –15.85 .70 13.68 3.58 23andMe ME ... dd 3.66 –0.09 ...
27.04 5.51 RapidMicro RPID ... dd 6.27 +0.51 ... 37.88 14.00 SunPower SPWR ... dd 20.50 +3.68 ... 16.20 8.65 TwinDisc TWIN ... dd 14.64 +1.65 ...
145.00
14.33
72.02
9.51
Rapid7
RattlerMidstrm
RPD
RTLR
...
9.2
dd
15
102.51
13.05
–1.29
–0.43
...
.30
192.79
10.56
117.46
9.85
Seagen
SeaportCalibre
SGEN
SCMAU
...
...
dd
...
137.97
10.02
+5.98
+0.05
...
...
64.62
47.99
18.61
32.88
SunRun
SuperMicroComp
RUN
SMCI
...
...
dd
18
29.40
41.59
+3.79
+0.02
...
... 150.25
64.00
43.65
11.47
TwistBiosci
2seventybio
TWST
TSVT
...
...
dd
...
43.79
11.95
–4.36
–0.23
...
...
W
12.75 4.56 RealGoodFood RGF ... ... 6.26 +0.06 ... 10.14 9.72 SeaportCalibreMatl SCMA ... ... 9.92 –0.01 ... 29.33 18.27 SuperiorGroup SGC 2.6 11 18.32 –1.25 .12
6.66 0.55 RealNetworks RNWK ... dd .56 –0.05 ... 0.55 0.19 SeaportCalibreMtls SCMAW ... ... .24 –0.06 ... 34.50 23.15 SupernusPharms SUPN ... 21 30.97 +0.73 ... 46.52 8.63 2U TWOU ... dd 10.60 +0.83 ...
10.91 2.02 WaveLifeSci WVE ... dd 2.08 –0.24 ...
25.91 5.81 RealReal REAL ... dd 6.32 –1.07 ... 10.25 9.90 SeaportGlblAcqnII SGIIU ... ... 10.03 +0.02 ... 9.79 2.59 SurfaceOncol SURF ... dd 2.76 –0.14 ... 31.36 10.10 TyraBiosciences TYRA ... dd 10.99 +0.42 ...
321.41 186.98 WD-40 WDFC 1.6 40 190.00 –17.33 .78
153.41 22.71 ReataPharm RETA ... dd 32.87 +0.71 ... 11.00 9.67 SeaportGlblAcqnII SGII ... ... 9.88 –0.01 ... 2.66 0.28 Surgalign SRGA ... dd .32 +0.01 ... 56.30 42.58 WSFS Financial WSFS 1.0 9 51.10 +0.85 .13
42.81
65.07
6.60
46.93
RecursionPharm
RedRiverBcshs
RXRX
RRBI
...
.6
dd
11
6.75
48.84
–0.90
–1.71
...
.07
0.60
22.97
0.25
10.76
SeaportGlbAcqnIIWt
SeaSpine
SGIIW
SPNE
...
...
...
dd
.31
12.14
–0.04
–1.40
...
...
69.58
62.27
37.63
36.24
SurgeryPartners
Surmodics
SGRY
SRDX
...
...
dd
cc
54.03
41.63
+1.21
–1.77
...
... U 16.79
41.13
15.06
8.83
WVS Financial
WW Intl
WVFC
WW
2.6
...
24
10
15.28
9.81
+0.03
+0.73
.10
...
41.34 12.35 RedRobin RRGB ... dd 15.90 +0.60 ... 3.05 0.29 SecooHolding SECO ... ... .37 –0.04 ... 25.89 7.80 SutroBioph STRO ... dd 7.96 –0.21 ... 3.03 0.39 Waitr WTRH ... 14 .46 –0.04 ...
58.74 31.42 RedRockResorts RRR .6 16 43.25 –3.24 .25 26.89 12.78 SecureWorks SCWX ... dd 13.24 –1.19 ... 10.20 9.03 SwiftmergeAcqn IVCPU ... ... 9.84 –0.05 ... 94.80 67.25 UFP Inds UFPI .9 10 84.26 –0.10 .20 57.05 43.62 WalgreensBoots WBA 4.0 6 47.44 –0.28 .4775
27.22 1.61 Redbox RDBX ... 21 1.79 ... ... 10.20 7.34 SecurityNatFin SNFCA ... 5 9.77 –0.08 ... 11.37 9.67 SwiftmergeA IVCP ... ... 9.85 –0.02 ... 112.24 84.21 UMB Fin UMBF 1.5 14 99.24 +0.97 .37 34.42 12.24 WalkMe WKME ... dd 12.46 –0.67 ...
4.40 0.19 RedboxWt RDBXW ... ... .22 –0.04 ... 57.87 11.18 Seer SEER ... dd 12.35 –0.15 ... 0.40 0.17 SwiftmergeWt IVCPW ... ... .20 –0.06 ... 29.09 13.01 USA Truck USAK ... 8 21.52 –2.98 ... 50.23 29.34 WarnerMusic WMG 1.9 42 31.79 –1.23 .15
77.01 17.97 Redfin RDFN ... dd 18.32 –1.25 ... 5.28 1.48 SelectaBiosci SELB ... dd 1.65 +0.04 ... 18.20 8.39 Synalloy SYNL ... 49 17.57 +0.48 ... 18.75 10.53 USCB Financial USCB ... ... 14.00 +0.10 ... 38.06 29.01 WashingtonFederal WAFD 2.8 13 34.74 –0.05 .24
11.18 1.61 RedHillBio RDHL ... dd 1.73 ... ... 91.46 70.70 SelectiveIns SIGI 1.3 13 83.26 –0.26 .28 299.39 114.05 Synaptics SYNA ... 58 205.59 –12.32 ... 48.02 26.26 US Ecology ECOL ... cc 47.39 –0.25 ... 60.96 46.35 WashTrBcp WASH 4.0 12 53.76 +0.41 .54
78.78 54.50 RegencyCtrs REG 3.7 32 66.84 –0.94 .625 18.69 2.80 Sema4 SMFR ... dd 2.84 –0.11 ... 4.73 1.15 Synchronoss SNCR ... dd 1.28 –0.18 ... 153.79 111.83 US Lime&Min USLM .7 18 116.31 –0.31 .20 22.74 18.70 WaterstoneFinl WSBF 4.1 7 19.74 –0.12 .50
686.62 451.60 RegenPharm REGN ... 9 642.58 +22.17 ... 7.18 0.47 Sema4Wt SMFRW ... ... .60 –0.04 ... 25.68 13.02 SyndaxPharm SNDX ... 36 16.85 +1.60 ... 9.94 9.72 UTA Acqn A UTAA ... ... 9.83 –0.01 ... 36.69 23.50 WaysideTech WSTG 2.1 15 31.69 –0.52 .17
10.08 10.00 RelativityAcqn RACYU ... ... 10.02 +0.01 ... 10.21 10.05 SemperParatus LGSTU ... ... 10.11 –0.03 ... 104.18 72.40 SyneosHealth SYNH ... 34 75.24 –4.11 ... 10.28 9.91 UTAAcqnUn UTAAU ... ... 9.98 –0.02 ... 36.87 10.00 WeatherfordIntl WFRD ... dd 35.67 +3.70 ...
40.78 19.05 RelayTherap RLAY ... dd 23.70 +3.32 ... 10.38 9.75 SemperParatusA LGST ... ... 9.95 ... ... 5.10 1.39 Synlogic SYBX ... dd 2.16 +0.06 ... 0.50 0.33 UTA Acqn Wt UTAAW ... ... .34 –0.01 ... 64.70 21.41 Weibo WB ... 12 21.41 –4.37 ...
40.00 16.23 RelmadaTherap RLMD ... dd 22.24 +1.64 ... 0.51 0.27 SemperParatusWt LGSTW ... ... .29 –0.04 ... 377.60 225.02 Synopsys SNPS ... 51 293.69 –15.37 ... 13.95 1.35 uCloudlink UCL ... dd 1.54 –0.07 ... 19.90 2.78 Wejo WEJO ... ... 3.73 +0.56 ...
53.65 8.66 RemitlyGlobal RELY ... dd 9.13 –1.13 ... 94.92 57.97 Semtech SMTC ... 38 62.07 –2.60 ... 5.82 1.82 SyprisSolutions SYPR ... 56 2.75 +0.16 ... 32.62 10.22 Udemy UDMY ... ... 11.03 –0.12 ... 3.21 0.44 WejoWt WEJOW ... ... .51 –0.06 ...
35.71 6.67 Renalytix RNLX ... dd 6.72 –1.17 ... 60.25 41.54 SenecaFoods A SENEA ... 7 48.88 –1.55 ... 9.81 1.00 SyrosPharm SYRS ... dd 1.15 +0.05 ... 422.43 297.29 UltaBeauty ULTA ... 24 368.51 +1.75 ... 10.05 9.95 WelsbachTech WTMAU ... ... 9.95 –0.06 ...
46.97 32.06 Renasant RNST 2.5 11 35.58 +0.56 .22 60.11 44.00 SenecaFoods B SENEB ... 8 51.00 –1.12 ... 65.33 38.64 UltraClean UCTT ... 15 40.00 –0.21 ... 9.88 9.72 WelsbachTech WTMA ... ... 9.85 ... ...
16.58 2.70 SenseiBiotherap SNSE ... dd 2.70 –0.43 ... 133.82 62.13 UltragenyxPharm RARE ... dd 65.41 +2.63 ... 0.19
3.88
T
17.18 ReneoPharm RPHM ... dd 4.00 –0.12 ... 0.30 WelsbachTechRt WTMAR ... ... .20 +0.01 ...
2.45 0.81 ReNewEnergyWt RNWWW ... ... 1.86 +0.13 ... 5.97 2.34 SenstarTech SNT .0 7 2.57 ... 1.725 11.78 4.24 Ultralife ULBI ... dd 5.53 +0.07 ... 29.46 20.16 Wendy's WEN 2.2 24 21.26 –0.27 .125
12.30 5.06 ReNewEnergy RNW ... ... 8.15 +0.08 ... 15.50 3.80 SeraPrognostics SERA ... dd 4.11 –0.68 ... 22.06 17.04 Umpqua UMPQ 4.0 11 20.86 +0.61 .21 23.99 4.57 WerewolfTherap HOWL ... dd 5.10 –0.03 ...
83.26 32.54 RenewableEnergy REGI ... 14 60.89 –0.15 ... 25.06 5.41 SeresTherap MCRB ... dd 7.12 +0.82 ... 6.00 2.53 UnicoAmerican UNAM ... dd 2.85 –0.28 ... 49.76 41.44 WernerEnterprises WERN 1.1 11 42.14 –2.59 .12
15.39 7.01 ServiceProperties SVC .5 dd 8.20 +0.48 .01 14.62 12.76 TCG BDC CGBD 8.9 5 14.35 +0.13 .08 37.99 28.35 UnionBankshares UNB 4.6 10 30.55 –0.95 .35
67.76 22.70 Rent-A-Center RCII 5.2 13 25.92 –1.85 .34 28.53 2.43 TCR2 Therap TCRR ... dd 2.53 +0.03 ... 39.87 30.21 WesBanco WSBC 3.9 10 35.07 +0.01 .34
24.77 4.37 RenttheRunway RENT ... dd 5.17 –0.07 ... 1.77 0.93 ServiceSource SREV ... dd 1.31 +0.02 ... 38.80 15.00 uniQure QURE ... 2 15.01 –0.77 ... 34.50 23.30 WestBancorp WTBA 3.5 10 28.38 –0.15 .25
6.04 0.56 SesenBio SESN ... dd .63 +0.05 ... 17.32 11.03 TelaBio TELA ... dd 11.95 –0.80 ... 63.70 30.54 UnitedAirlines UAL ... dd 34.87 –1.84 ...
35.75 12.18 RepareTherap RPTX ... dd 12.21 –2.21 ... 9.97 9.80 7AcqnA SVNA ... ... 9.95 +0.05 ... 18.48 5.09 TFF Pharm TFFP ... dd 6.27 –0.43 ... 37.71 24.78 UnitedBancshares UBOH 2.5 8 33.98 +1.29 .21
66.85 53.24 WestamericaBncp WABC 2.7 19 61.58 +1.98 .42
156.28 78.19 45.14 WesternDigital WDC ... 7 45.30 –4.97 ...
327.32 Repligen RGEN ... 74 167.02 –11.78 ... 0.62 0.35 7AcqnWt SVNAW ... ... .35 –0.05 ... 22.54 16.32 TFS Fin TFSL 6.9 65 16.41 –0.81 .2825 42.50 31.74 UnitedBkshrsWV UBSI 4.0 13 35.66 +0.76 .36
40.22 14.98 Replimune REPL ... dd 16.35 +0.98 ... 46.12 0.88 17Educ&Tech YQ ... dd 2.40 +0.93 ... 10.00 9.78 TGVentureAcqn TGVC ... ... 9.90 ... ... 39.32 27.62 UtdCmtyBks UCBI 2.2 13 37.81 +1.04 .21
9.98 7.52 WestNewEngBncp WNEB 2.6 9 9.14 –0.01 .06
57.62 42.69 RepublicBcpKYA RBCAA 3.1 9 44.64 –1.32 .341 0.52 0.16 TGVentureAcqnWt TGVCW ... ... .21 –0.02 ... 10.83 1.33 WestportFuelSys WPRT ... 17 1.44 –0.05 ...
10.79 2.72 Sharecare SHCR ... dd 3.00 +0.22 ... 36.40 19.85 UnitedFire UFCS 2.2 9 27.85 +0.20 .15 25.50 18.63 WeycoGroup WEYS 4.0 11 23.89 –0.06 .24
5.67 2.91 RepublicFirstBncp FRBK ... 16 5.19 +0.14 ... 2.21 0.30 SharecareWt SHCRW ... ... .41 +0.07 ... 10.20 10.00 TKBCritTech1 USCTU ... ... 10.12 +0.05 ... 21.33 13.68 UnitedGuardian UG 6.9 21 18.91 –0.19 .65
11.45 5.33 ReservoirMedia RSVR ... 67 8.24 +0.74 ... 9.98 9.77 TKBCriticalTech1 USCT ... ... 9.96 ... ... 51.00 27.49 Willdan WLDN ... dd 28.50 –5.10 ...
41.50 4.42 ShattuckLabs STTK ... dd 4.50 –0.07 ... 8.80 7.53 UnitedSecBcshrs UBFO 5.3 14 8.27 –0.02 .11 47.78 33.06 WillisLease WLFC ... dd 33.07 –2.03 ...
2.34 0.70 ReservoirMediaWt RSVRW ... ... 1.75 +0.26 ... 61.53 18.77 ShenandoahTel SHEN .3 1 20.60 +1.71 .07 0.59 0.31 TKBCriticalTech1Wt USCTW ... ... .35 –0.08 ... 218.38 155.71 UnitedTherap UTHR ... 17 173.00 –1.52 ...
20.16 12.95 ResourcesConnect RGP 3.5 10 15.86 –1.19 .14 10.15 9.97 TLGY Acqn TLGYU ... ... 10.01 –0.01 ... 271.87 199.78 WillisTowers WTW 1.5 7 220.73 –1.51 .82
39.98 11.19 ShoalsTech SHLS ... cc 17.92 +3.85 ... 14.60 10.25 Uniti UNIT 4.6 27 13.17 –0.44 .15 9.93 2.12 WiMiHologram WIMI ... dd 2.13 –0.21 ...
20.09 15.47 RetailOppor ROIC 2.8 42 18.70 +0.26 .13 249.73 98.89 ShockwaveMed SWAV ... dd 157.45 –18.58 ... 10.05 9.67 TLGY Acqn A TLGY ... ... 9.94 +0.03 ... 31.37 20.27 UnityBancorp UNTY 1.4 8 27.80 +0.05 .10
33.83 11.65 RevanceTherap RVNC ... dd 16.06 +0.81 ... 0.19 187.35 120.48 Wingstop WING .6 86 123.05 –13.92 4.00
46.21 26.43 ShoeCarnival SCVL 1.0 6 29.20 +0.08 .07 0.36 TLGY Acqn Wt TLGYW ... ... .21 –0.04 ... 7.44 0.70 UnityBiotech UBX ... dd .91 +0.16 ... 277.99 179.74 Winmark WINA .8 21 222.64 –2.62 .45
10.09 9.76 RevelstoneCapAcqn RCACU ... ... 9.86 –0.02 ... 23.19 16.10 ShoreBancshares SHBI 2.3 17 20.76 –0.29 .12 15.39 1.15 TMCthemetals TMC ... dd 2.60 +1.20 ... 246.42 128.21 UnivDisplay OLED .8 41 156.81 +0.74 .30
9.84 9.70 RevelstoneCapA RCAC ... ... 9.84 +0.04 ... 54.50 31.75 Shyft SHYF .5 20 38.18 –2.02 .05 2.56 0.10 TMCtheMtlsWt TMCWW ... ... .44 +0.15 ... 64.94 29.75 UnivElectro UEIC ... 94 31.66 –1.15 ...
105.56 65.66 WintrustFin WTFC 1.5 12 91.77 –0.69 .34
0.32 0.01 RevelstoneCapWt RCACW ... ... .22 –0.07 ... 7.38 5.08 WisdomTreeInvs WETF 2.3 19 5.18 –0.02 .03
9.14 2.27 Sientra SIEN ... dd 2.31 –0.33 ... 150.20 101.51 T-MobileUS TMUS ... 52 124.57 +1.34 ... 27.95 15.86 UnivLogistics ULH 2.1 7 20.34 +1.36 .105 22.40 2.43 WISeKey WKEY ... dd 2.59 –0.04 ...
50.88 17.18 RevolutionMed RVMD ... dd 20.16 +2.85 ... 29.42 22.40 SierraBancorp BSRR 3.5 9 26.15 –0.39 .23 35.40 27.54 TPG TPG ... ... 28.91 –0.29 ... 12.47 7.50 UnivStainless USAP ... dd 9.33 –0.21 ... 329.00 70.70 Wix.com WIX ... dd 77.09 +3.58 ...
32.29 26.50 ReynoldsCnsmr REYN 3.3 18 28.28 –2.20 .23 35.86 14.91 SierraOncology SRRA ... dd 32.24 +1.76 ... 60.00 9.23 TPIComposites TPIC ... dd 14.12 +2.05 ... 11.99 0.99 UniversePharm UPC ... 2 1.09 –0.22 ...
27.34 6.02 RhythmPharm RYTM ... dd 9.73 +0.46 ... 224.56 133.07 TRowePrice TROW 3.5 10 136.33 –2.42 1.20 130.75 101.28 Woodward WWD .6 41 121.82 +3.22 .19
20.94 13.10 SierraWireless SWIR ... dd 18.51 +0.53 ... 31.93 24.65 UnivestFin UVSP 2.8 9 28.31 +0.26 .20 307.81 205.90 Workday WDAY ... cc 224.91 –15.30 ...
8.96 2.83 RibbonComms RBBN ... dd 2.93 +0.07 ... 42.57 13.03 SightSciences SGHT ... dd 13.84 –2.42 ... 113.37 68.83 TTEC TTEC 1.2 26 77.83 +2.20 .50 29.93 3.15 UpFintech TIGR ... 18 3.16 –0.82 ...
15.76 6.15 RichardsonElec RELL 2.1 17 11.54 +0.37 .06 265.75 120.55 WorldAcceptance WRLD ... 14 163.70 –23.10 ...
4.62 2.19 RigelPharm RIGL ... dd 3.10 +0.06 ... 30.27 1.20 SigilonTherap SGTX ... dd 1.31 +0.07 ... 15.89 9.76 TTM Tech TTMI ... 26 12.85 +0.21 ... 53.00 15.08 UplandSoftware UPLD ... dd 16.60 –0.35 ... 10.75 9.04 WorldwideWebb WWACU ... ... 9.95 +0.02 ...
10.05 9.95 SignalHillAcqn SGHLU ... ... 9.99 +0.01 ... 2.12 0.35 T2Biosystems TTOO ... dd .38 –0.02 ... 401.49 53.50 Upstart UPST ... 71 100.08 –28.19 ... 9.82 9.70 WorldwideWebbA WWAC ... ... 9.79 –0.01 ...
11.52 4.19 RiminiStreet RMNI ... 11 5.30 –0.24 ... 374.76 206.07 SignatureBank SBNY .8 19 289.25 –15.58 .56 11.44 5.00 Taboola TBLA ... ... 5.00 –0.59 ... 64.49 18.07 Upwork UPWK ... dd 18.79 –2.97 ... 0.60 0.28 WorldwideWebbWt WWACW ... ... .30 –0.10 ...
8.22 6.44 RiverviewBncp RVSB 2.9 8 7.56 +0.01 .055 35.00 16.70 SilenceTherap SLN ... dd 16.70 –0.33 ... 16.20 0.87 TaboolaWt TBLAW ... ... .94 –0.08 ... 42.10 23.94 UrbanOutfitters URBN ... 8 25.84 +0.52 ...
179.47 37.50 Rivian RIVN ... ... 38.05 –9.34 ... 53.38 4.32 TabulaRasaHlth TRHC ... dd 5.60 –0.76 ... 143.88 70.28 WynnResorts WYNN ... dd 72.32 –8.95 ...
45.83 37.10 SilganHoldings SLGN 1.5 13 42.81 +0.98 .16 21.29 5.61 UroGenPharma URGN ... dd 8.67 +2.63 ...
85.00 9.93 Robinhood HOOD ... dd 11.02 +0.06 ... 52.75 36.02 Silicom SILC ... 25 37.24 –2.76 ... 61.13 13.37 TactileSystems TCMD ... dd 16.76 –3.93 ... 8.62 2.54 Usio USIO ... dd 3.47 +0.35 ...
58.72
69.00
14.46
33.59
RocketPharm
RockyBrands
RCKT
RCKY
...
1.4
dd
16
15.69
44.33
+0.99
–1.72
...
.155
211.98
96.89
120.15
56.60
SiliconLab
SiliconMotion
SLAB
SIMO
...
2.5
dd
12
137.68
68.39
–2.85
–1.01
...
.50
195.83
19.82
138.19
6.34
TakeTwoSoftware
TalarisTherap
TTWO
TALS
...
...
34
dd
153.49
7.45
–4.52
+0.44
...
...
133.87
2.03
81.01
0.71
UtahMedProducts
UTStarcom
UTMD
UTSI
1.3
...
22
dd
87.55
.74
–2.04
–0.09
.29
... XYZ
10.36 5.05 RockyMtnChoc RMCF ... 33 7.55 –0.30 ... 67.49 27.21 SilkRoadMed SILK ... dd 33.40 –2.20 ... 18.16 1.65 TalisBiomed TLIS ... dd 1.70 –0.09 ... 5.82 0.70 Uxin UXIN ... dd .71 –0.24 ...
16.76 4.97 RoivantSciences ROIV ... dd 5.03 –0.63 ... 15.40 13.30 SilverSpikeInvt SSIC ... dd 14.41 +0.36 ... 10.40 1.30 Talkspace TALK ... dd 1.48 +0.05 ... 41.99 19.08 XOMA XOMA ... cc 24.61 +3.67 ...
2.69 0.58 RoivantSciencesWt ROIVW ... ... .96 –0.21 ... 53.08 25.82 XP XP ... 25 29.57 +0.36 ...
3.50
V
63.41 SilverbackTherap SBTX ... dd 3.52 –0.43 ... 1.92 0.15 TalkspaceWt TALKW ... ... .19 –0.01 ...
490.76 102.60 Roku ROKU ... 61 103.85 –17.65 ... 18.21 13.17 SilvercrestAsset SAMG 3.8 12 17.99 +1.14 .17 10.11 9.87 Talon1AcqnA TOAC ... ... 10.02 +0.02 ... 20.25 8.87 XBiotech XBIT .0 dd 8.98 –0.43 2.50
15.41 1.30 Root ROOT ... dd 1.53 +0.04 ... 33.43 25.84 SimmonsFirstNat SFNC 2.7 12 28.50 +0.79 .19 0.49 0.26 Talon1AcqnWt TOACW ... ... .26 –0.02 ... 4.15 0.95 XcelBrands XELB ... dd 1.17 ... ...
10.27 9.77 RoseHillAcqn ROSE ... ... 9.98 –0.01 ... 73.67 35.18 SimulationsPlus SLP .6 83 40.98 +0.04 .06 155.86 76.19 TandemDiabetes TNDM ... cc 105.48 –4.71 ... 72.94 61.14 XcelEnergy XEL 2.8 24 70.37 –0.89 .4875
10.58 9.74 RoseHillAcqn ROSEU ... ... 10.05 +0.04 ... 2.38 0.24 VEON VEON ... 2 .37 –0.03 ... 47.44 27.31 Xencor XNCR ... 20 27.49 –1.10 ...
39.60 22.44 SinclairBroadcast SBGI 4.0 dd 25.11 –3.19 .25 18.84 7.50 TangoTherap TNGX ... dd 8.30 –0.05 ... 10.18 9.99 VMG Consumer VMGAU ... ... 10.06 ... ...
0.52 0.26 RoseHillAcqnWt ROSEW ... ... .27 –0.01 ... 33.37 5.93 SingularGenomics OMIC ... dd 7.20 –0.30 ... 19.25 1.46 TarenaIntl TEDU ... dd 2.43 –0.07 ... 36.42 14.65 XenonPharms XENE ... dd 28.98 –1.25 ...
134.22 84.44 RossStores ROST 1.4 18 87.76 –1.68 .31 10.29 9.82 VMGConsumerA VMGA ... ... 9.91 +0.01 ... 4.99 1.77 XerisBiopharma XERS ... dd 2.70 +0.38 ...
2.95 0.56 SioGeneTherap SIOX ... dd .58 –0.01 ... 10.01 9.90 TargetGlobal I TGAAU ... ... 9.95 –0.02 ... 0.60 0.39 VMGConsumerWt VMGAW ... ... .39 –0.08 ...
9.93 9.67 RothCHAcqnV ROCL ... ... 9.85 +0.01 ... 7.29 5.75 SiriusXM SIRI 1.4 19 6.19 +0.02 .022 9.97 9.73 TargetGlbl I A TGAA ... ... 9.84 –0.01 ... 35.18 4.67 VNET VNET ... dd 4.76 –1.65 ... 26.96 17.51 Xerox XRX 5.4 dd 18.66 +0.15 .25
10.16 9.67 RothCHAcqnVUn ROCLU ... ... 9.99 –0.01 ... 341.77 75.81 SiTime SITM ... cc 187.88 +11.11 ... 0.49 0.29 TargetGlbl I Wt TGAAW ... ... .29 –0.15 ... 24.77 8.51 VOXX Intl VOXX ... dd 10.19 +0.18 ... 27.95 7.00 XilioTherap XLO ... dd 7.38 –1.20 ...
1.68 0.31 RothCHAcqnVWt ROCLW ... ... .35 ... ... 10.21 9.95 SizzleAcqn SZZLU ... ... 10.05 ... ... 39.08 14.41 TarsusPharm TARS ... dd 18.63 –0.46 ... 65.42 36.66 VSE VSEC .9 68 43.30 –4.60 .10 97.57 38.60 Xometry XMTR ... dd 38.84 –4.51 ...
15.59 4.27 Rover ROVR ... dd 5.01 –0.10 ... 9.99 9.75 SizzleAcqn SZZL ... ... 9.94 –0.03 ... 85.49 25.12 TaskUs TASK ... dd 32.48 +1.75 ... 7.87 0.46 VyneTherap VYNE ... dd .60 +0.09 ... 10.75 1.92 Xos XOS ... dd 2.44 +0.24 ...
138.70 92.01 RoyalGold RGLD 1.0 33 137.18 +8.63 .35 0.30 0.15 SizzleAcqnWt SZZLW ... ... .19 +0.02 ... 10.44 4.88 TatTechnologies TATT ... dd 5.91 –0.34 ... 11.00 5.40 Vacasa VCSA ... ... 5.91 –0.86 ... 2.70 0.16 XosWt XOSWW ... ... .36 +0.06 ...
48.75 34.86 RoyaltyPharma RPRX 2.0 25 38.27 –0.15 .19 61.16 22.78 SkyWest SKYW ... 11 25.33 –0.22 ... 27.75 5.51 TayshaGene TSHA ... dd 5.95 +0.23 ... 17.99 5.02 Vaccitech VACC ... ... 5.26 –0.49 ... 25.03 15.72 Xperi XPER 1.2 dd 16.69 +0.12 .05
38.71 4.01 RubiusTherap RUBY ... dd 5.01 +0.70 ... 204.00 127.34 Skyworks SWKS 1.8 15 127.54 –8.35 .56 11.05 9.99 Tech&Telecom TETEU ... ... 10.08 +0.01 ... 10.15 9.90 VahannaTechI VHNAU ... ... 10.02 –0.06 ... 9.65 1.30 Xunlei XNET ... 14 1.31 –0.17 ...
14.05 11.84 RunwayGrowthFin RWAY 8.4 11 12.83 –0.37 .27 150.85 55.18 SleepNumber SNBR ... 10 60.61 –2.09 ... 9.96 9.92 Tech&TelecomA TETE ... ... 9.93 ... ... 9.95 9.85 VahannaTechI A VHNA ... ... 9.91 –0.01 ... 39.82 6.50 Y-mAbsTherap YMAB ... dd 9.07 +0.99 ...
60.89 40.95 RushEnt A RUSHA 1.5 12 51.75 –0.05 .19 4.82 1.73 SmartSand SND ... dd 3.12 –0.82 ... 111.44 63.76 TechTarget TTGT ... dd 72.53 +2.24 ... 0.50 0.18 VahannaTechI Wt VHNAW ... ... .18 –0.16 ... 15.24 4.86 Yellow YELL ... dd 7.50 –0.84 ...
58.01 36.20 RushEnt B RUSHB 1.6 12 48.35 +0.18 .19 10.00 0.89 SmartShareGlbl EM ... dd .89 –0.21 ... 14.39 7.57 Ericsson ERIC 1.9 11 8.45 +0.35 .1139 15.10 11.66 ValleyNatlBncp VLY 3.3 12 13.51 +0.15 .11 53.77 42.10 YorkWater YORW 1.8 34 43.74 –2.94 .1949
28.73 16.45 RuthsHospitality RUTH 2.2 18 22.22 –1.28 .12 12.17 1.76 SmileDirectClub SDC ... dd 2.06 +0.05 ... 48.35 18.74 Telesat TSAT ... ... 19.83 –1.44 ... 67.84 24.16 Valneva VALN ... dd 33.74 +3.37 ... 3.15 0.50 Yunji YJ ... ... 1.01 +0.14 ...
19.67 8.80 RxSight RXST ... dd 12.85 –0.39 ... 39.61 13.85 Smith&Wesson SWBI 2.0 3 15.78 +0.13 .08 39.45 8.97 Telos TLS ... dd 9.35 +0.18 ... 10.05 9.99 Valuence I VMCAU ... ... 10.03 +0.01 ... 181.92 29.62 ZaiLab ZLAB ... dd 29.78 –10.72 ...
127.25 74.12 Ryanair RYAAY ... dd 80.00 –3.63 ... 24.50 13.14 SnapOne SNPO ... dd 18.11 –1.09 ... 208.99 61.41 10xGenomics TXG ... dd 61.67 –8.10 ... 21.86 10.60 VandaPharm VNDA ... 19 11.14 +0.30 ... 36.95 11.40 ZealandPharma ZEAL ... dd 11.47 –1.56 ...
12.92 1.55 SoYoungIntl SY ... 19 1.55 –0.39 ... 57.70 35.32 Tenable TENB ... dd 52.11 –3.46 ... 32.65 20.18 VarexImaging VREX ... 41 24.39 –0.59 ... 615.00 380.91 ZebraTech ZBRA ... 25 386.07 –8.17 ...
S 24.95
24.99
8.52
14.64
SoFiTech
Sohu.com
SOFI
SOHU
...
...
dd
1
8.55
14.90
–1.45
–3.10
...
...
32.00
168.91
8.82
102.51
TenayaTherap
Teradyne
TNYA
TER
...
.4
dd
19
11.63
106.88
+0.17
–4.87
...
.11
73.46
3.04
32.11
1.13
VaronisSystems
VascularBiogenics
VRNS ... dd 40.39 –1.23 ...
VBLT ... dd 1.21 –0.18 ...
87.19
135.00
162.00
37.27
91.93
44.08
ZentalisPharm
ZiffDavis
Zillow A
ZNTL
ZD
ZG
...
...
...
dd
dd
9
44.13
94.87
47.05
–1.44
–3.82
–3.97
...
...
...
16.69 6.12 SolGelTech SLGL ... dd 7.55 +0.40 ... 28.36 3.04 TernsPharm TERN ... dd 3.11 –0.19 ... 12.35 2.20 VastaPlatform VSTA ... dd 6.00 –0.03 ...
35.80 27.02 S&T Bancorp STBA 3.8 11 30.84 +0.36 .29 389.71 199.33 SolarEdgeTech SEDG ... cc 317.93 +24.70 ... 30.04 24.14 TerritBanc TBNK 3.7 13 24.89 –0.11 .23 28.30 15.51 Vaxcyte PCVX ... dd 24.29 +1.36 ... 156.84 44.80 Zillow C Z ... dd 48.10 –3.61 ...
391.15 256.82 SBA Comm SBAC .9 cc 320.88 –10.02 .71 9.93 0.72 SolidBiosci SLDB ... dd 1.06 +0.31 ... 1243.49 546.98 Tesla TSLA ... cc 795.35 –42.94 ... 22.77 3.65 Vaxxinity VAXX ... dd 3.73 –0.84 ... 11.70 9.84 ZimmerEnergy ZTAQU ... ... 9.94 –0.02 ...
10.25 3.34 SCYNEXIS SCYX ... dd 3.97 +0.10 ... 14.85 5.61 SolidPower SLDP ... ... 7.71 +0.95 ... 8.46 5.08 TesscoTech TESS ... dd 5.79 +0.04 ... 37.70 2.74 VectivBio VECT ... dd 5.59 +0.01 ... 9.90 9.58 ZimmerEnerA ZT ... ... 9.70 –0.02 ...
65.22 54.03 SEI Investments SEIC 1.4 15 55.78 –2.20 .40 6.98 0.55 SolidPowerWt SLDPW ... ... 1.78 –0.05 ... 192.91 116.01 TetraTech TTEK .5 35 158.80 –1.17 .20 32.40 19.92 VeecoInstr VECO ... 58 27.70 –0.07 ... 2.60 0.41 ZimmerEnerWt ZTAQW ... ... .56 –0.03 ...
10.01 9.98 ShuaaPtrsI SHUAU ... ... 10.00 ... ... 14.72 7.29 SomaLogic SLGC ... dd 7.40 –0.67 ... 93.26 54.27 TexasCapBcshs TCBI ... 13 61.78 –0.52 ... 16.11 1.98 VelodyneLidar VLDR ... dd 2.12 –0.41 ... 50.40 21.52 ZimVie ZIMV ... ... 23.58 –0.11 ...
37.21 17.96 SI-BONE SIBN ... dd 20.20 –1.80 ... 15.09 1.70 SomaLogicWt SLGCW ... ... 1.77 –0.23 ... 202.26 161.04 TexasInstruments TXN 2.7 21 170.36 +0.38 1.15 5.50 0.60 VelodyneLidarWt VLDRW ... ... 1.00 –0.05 ... 75.44 47.06 ZionsBancorp ZION 2.4 9 64.21 –1.18 .38
9.82 5.66 SIGA Tech SIGA ... 8 6.96 +0.53 ... 11.00 4.22 Sonder SOND ... ... 4.67 –0.46 ... 110.75 69.54 TexasRoadhouse TXRH 2.3 23 78.80 –4.95 .46 26.00 9.50 VentyxBiosciences VTYX ... ... 12.89 –0.62 ... 406.48 97.90 ZoomVideo ZM ... 22 98.12 –10.82 ...
21.40 16.26 SLM SLM 2.6 5 17.18 –0.32 .11 5.23 0.71 SonderWt SONDW ... ... .72 –0.29 ... 33.36 20.02 TheBancorp TBBK ... 14 27.27 +0.55 ... 3.37 1.17 VenusConcept VERO ... dd 1.40 –0.11 ... 79.17 37.86 ZoomInfoTech ZI ... cc 50.00 –3.00 ...
20.05 17.32 SLR Invt SLRC 9.2 13 17.82 –0.59 .41 47.49 3.88 Sono SEV ... dd 4.51 +0.19 ... 1.70 0.18 TherapeuticsMD TXMD ... dd .29 +0.08 ... 13.62 6.31 VeraBradley VRA ... 14 7.05 –0.11 ... 5.91 1.00 Zovio ZVO ... dd 1.05 +0.04 ...
16.41 13.25 SLR Sr Invt SUNS 8.9 19 13.50 –0.34 .10 44.72 21.46 Sonos SONO ... 23 24.02 –1.62 ... 22.74 6.10 TheravanceBio TBPH ... dd 9.89 +0.28 ... 37.11 11.30 VeraTherap VERA ... dd 23.45 +0.60 ... 376.11 157.03 Zscaler ZS ... dd 201.14 –24.36 ...
37.25 20.30 SMART Global SGH ... dd 25.29 –1.62 ... 19.80 9.42 SophiaGenetics SOPH ... dd 9.94 –1.82 ... 24.54 7.95 TheseusPharm THRX ... ... 9.71 +0.13 ... 59.84 22.00 Veracyte VCYT ... dd 23.79 –0.97 ... 55.10 35.32 Zumiez ZUMZ ... 8 40.07 –4.43 ...
8.00 0.55 SocTelemed TLMD ... dd 2.91 –0.02 ... 30.38 18.31 SoteraHealth SHC ... 47 19.34 –0.03 ... 30.50 22.02 ThirdCoastBcshs TCBX ... 20 23.38 +0.90 ... 4.93 1.04 Verastem VSTM ... dd 1.41 +0.31 ... 52.00 3.08 Zymergen ZY ... dd 3.13 –0.10 ...
1.39 0.06 SocTelemedWt TLMDW ... ... .76 +0.03 ... 4.49 1.89 SotherlyHotels SOHO ... dd 2.12 –0.11 ... 4.17 0.60 36Kr KRKR ... dd .64 –0.13 ... 54.74 41.46 VerintSystems VRNT ... dd 48.76 –0.19 ... 7.03 1.85 ZynerbaPharma ZYNE ... dd 1.97 +0.07 ...
8.59 2.43 SPI Energy SPI ... dd 3.02 +0.32 ... 10.10 10.03 SoundPointI SPCMU ... ... 10.06 +0.01 ... 10.13 4.34 ThorneHealthtech THRN ... dd 4.73 +0.20 ... 257.03 184.60 VeriSign VRSN ... 29 204.16 –13.71 ... 16.26 5.14 Zynex ZYXI .0 12 5.19 –0.09 .10
36.50 25.29 SP Plus SP ... 20 30.26 –0.23 ... 29.89 20.54 SouthPlainsFin SPFI 1.6 9 27.64 +0.48 .11 34.43 17.79 Thoughtworks TWKS ... dd 18.13 –2.35 ... 231.57 167.37 VeriskAnalytics VRSK .7 45 182.04 –5.66 .31 11.37 5.57 Zynga ZNGA ... dd 9.05 –0.09 ...
174.42 91.05 SPS Commerce SPSC ... cc 122.53 –2.97 ... 93.34 62.60 SouthState SSB 2.3 13 86.40 +2.02 .49 31.86 5.75 ThredUp TDUP ... dd 7.52 +0.50 ... 45.36 27.28 Veritex VBTX 2.0 15 40.30 +1.93 .20
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NOTICE TO READERS: Listed Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt.
iShBiotech IBB .3 120.65 –1.92 .0413 DirexChinaBl3 YINN 1.5 3.93 –1.90 .0136 InvscS&PIntDvLoVl IDLV 3.2 29.99 –0.05 .2818 iShSilver SLV ... 23.87 +0.23 ... SPDR Aero Dfns XAR .8 118.55 –3.53 .1167
are the top 500 ETF’s based iShBrdUSDInvCpBd USIG 2.5 55.02 –1.27 .1176 DirexFinlBear3 FAZ ... 22.17 +1.13 ... InvscSrLoan BKLN 3.2 21.31 –0.41 .0577 iShTIPSBondETF TIP 4.8 128.50 +0.65 .229 SPDRS&PBank KBE 2.2 53.18 –0.43 .3596
on weekly volume. iShCoreMSCITotInt IXUS 3.5 62.55 –0.99 .0856 DirexFinlBull3 FAS .8 100.26 –7.98 .3575 InvscSolar TAN ... 73.63 +5.67 ... iSh10+YIGCpBd IGLB 3.6 60.47 –2.25 .1868 SPDRS&PGlbNatRes GNR 3.1 60.09 +0.57 1.1638
iShCore1-5YUSDBd ISTB 1.6 48.83 –0.43 .0598 DirexGoldMinBr2 DUST ... 12.20 –0.65 ... InvscTaxMuniBd BAB 2.9 29.91 –1.41 .0693 iShRussellMCGrowth IWP .4 91.27 –4.12 .0168 SPDRS&PInsurance KIE 2.0 38.59 –0.47 .2171
Tick Div iShCoreS&PUSGrowth IUSG .7 96.05 –3.20 .1797 DirexGoldMinBl2 NUGT ... 71.01 +3.24 ... InvscUltShtDur GSY .5 49.93 –0.10 .02 iShUSBrokerDealers IAI 1.5 96.62 –2.87 .5166 SPDRS&POil&GasEq XES 1.2 75.63 +6.63 .0528
Name Sym Yld Last Chg. Amt. iShCoreS&PUSValue IUSV 2.0 72.37 –1.71 .3826 DirexHmbldrBull3 NAIL ... 52.57 –6.37 ... InvscWildClnEngy PBW 2.1 59.23 +3.93 .5529 iShUSTech IYW .4 93.08 –3.83 .1152 SPDRS&PRegionalBkg KRE 2.0 70.02 –0.01 .3949
ARKGenomicRev ARKG .0 40.69 –2.11 .3824
iShCoreTotalUSDBd IUSB 1.8 50.02 –0.88 .074 DirexJrGoldMinBr2 JDST ... 7.62 –0.37 ... iPathBloomCommTR DJP ... 37.06 –0.90 ... iSh0-5YHYCorpBd SHYG 5.0 43.31 –0.54 .1788 SchwabEM Equity SCHE 3.2 26.30 –1.27 .6319
BlkRkShMaturityBd NEAR .7 49.58 –0.12 .0272
iShSelectDividend DVY 3.1 123.56 –1.68 .8373 DirexJrGoldMinBl2 JNUG .4 80.23 +3.77 .3359 iPathPBCrudeOil OIL ... 33.10 –1.30 ... iSh0-3MTreaBd SGOV .0 100.03 ... .0083 SchwabFundEmgLrg FNDE 4.9 27.25 –0.81 1.1302
BlkRkUltShtBd ICSH .4 50.17 –0.07 .0163
iShESGAwareMSCI ESGD 3.2 68.89 –0.46 .1137 DirexRgBanksBull3X DPST .7 44.69 –0.41 .0667 iPathBlmNickel JJN ... 45.08 +5.25 ... JPM AlerianMLP AMJ 6.4 20.30 –0.63 .3098 SchwabFundIntLrgCo FNDF 3.8 30.44 –0.11 .8408
CambriaTailRiskETF TAIL .5 18.20 –0.01 .0242
iShESGAwareEM ESGE 3.1 34.40 –1.54 .8306 DirexS&P500Br3 SPXS ... 22.41 +1.59 ... iShAAA-ARtdCorpBd QLTA 2.1 51.72 –1.23 .0954 JanusHenShrtDur VNLA 1.7 48.96 –0.20 .0459 SchwabFundIntlSmCo FNDC 2.8 34.00 –0.29 .7338
GlbXRuss2000Cvr RYLD 12.8 23.04 +0.03 .2316
iShESGAwareUSA ESGU 1.2 94.00 –2.94 .309 DirexS&P500Bl3 SPXL .2 96.17 –9.10 .1148 iSh0-5YTIPSBd STIP 4.6 106.76 +0.54 .1606 JPMEquityPrem JEPI 7.5 58.64 –1.22 .4623 SchwabFundUSLrgCo FNDX 1.7 55.92 –1.12 .276
GlbXUSInfrDevt PAVE .5 26.88 –0.28 .0992 DirexS&PBiotechBr3 LABD ... 46.14 –2.44 ... iShCalifMuniBd CMF 1.6 59.35 –0.67 .0852 KraneCSIChInt KWEB .0 24.00 –5.76 2.5804 SchwabIntmUSTrsr SCHR 1.0 54.33 –0.85 .0441
iShFallAngelsUSDBd FALN 3.6 27.29 –0.48 .096
GS PhysGold AAAU ... 19.70 +0.14 ... DirexS&PBiotechBl3 LABU ... 13.66 +0.22 ... iShChinaLC FXI 2.0 29.07 –3.90 .4343 KraneGlbCarbon KRBN .6 44.83 +4.92 .2478 SchwabIntEquity SCHF 3.6 34.42 –0.29 .853
iSh5-10YIGCorpBd IGIB 2.4 55.27 –1.28 .1139
iPathS&P500VIX VXX ... 26.34 +0.14 ... DirexS&P500Br1 SPDN ... 15.74 +0.42 ... iShCoreDivGrowth DGRO 2.1 50.97 –1.49 .299 MatlsSelSectorSPDR XLB 1.8 81.85 –1.21 .4417 SchwabIntlSC SCHC 3.4 36.05 +0.08 1.0061
iShGSCICmDynRoll COMT 13.6 40.45 –1.57 5.4941
iShBrdUSDHYCpBd USHY 5.4 38.20 –0.79 .1724 DirexHiBetaBear3X HIBS ... 10.64 +0.85 ... iShCoreHiDividend HDV 3.4 104.15 –1.85 1.0515 MicroFang3xLvg BULZ ... 10.26 –1.73 ... Schwab1000Index SCHK 1.3 40.86 –1.18 .1621
iShGlbCleanEnergy ICLN 1.2 20.71 +1.29 .0123
iShCoreMSCIEAFE IEFA 3.8 65.03 –0.36 .1097 DirexS&POil&GasBr2 DRIP ... 2.84 –0.05 ... iShCoreMSCIEM IEMG 3.5 52.47 –2.35 1.3613 MicroFANG-3XInvr FNGD ... 72.22 +10.77 ... SchwabSrtTRmUSTrsr SCHO .4 50.01 –0.22 .0153
iShJPMUSDEmgBd EMB 4.5 95.01 +0.40 .3564
iShCurrHdgMSCIEAFE HEFA 3.4 31.81 +0.15 .6012 DirexS&POil&GasBl2 GUSH ... 148.00 +2.19 ... iShCoreMSCIEurope IEUR 3.4 49.51 +0.58 .0771 MicroSectorsFANG3X FNGU ... 15.06 –3.76 ... SchwabUS AggrBd SCHZ 2.3 51.14 –0.92 .0921
iShMBSETF MBB 1.0 103.41 –1.25 .1366
iShIntlSelDividend IDV 5.9 30.62 –0.09 .302 DirexSemiBear3 SOXS ... 5.22 +0.37 ... iShMSCIIntlDev IDEV 3.5 59.65 –0.32 .081 MicroSecGold3XLvgd GDXU ... 17.02 +1.14 ... SchwabUS BrdMkt SCHB 1.1 49.60 –1.44 .2085
iShMSCI ACWI ACWI 2.0 92.85 –2.33 .0713
iShUSAerospace&Def ITA .8 105.84 –3.49 .1584 DirexSemiBl3 SOXL .1 30.69 –4.08 .0142 iShCoreS&P500 IVV 1.4 422.01 –11.94 1.4984 MicrUSBigOil3InLv NRGD ... 2.56 –0.08 ... SchwabUS Div SCHD 3.0 75.70 –1.94 .6198
iShMSCIACWIxUS ACWX 3.1 48.97 –0.89 .0855
iShUSHomeConstrn ITB .5 64.15 –2.18 .0681 DirexScBear3 TZA ... 35.85 +0.70 ... iShCoreS&P MC IJH 1.3 256.59 –4.38 .9656 NoShoreGlUran URNM 5.7 83.89 +11.80 4.8219 SchwabUS LC SCHX 1.1 49.97 –1.49 .2062
iShMSCIACxJpn AAXJ 2.6 71.14 –4.05 1.5458
iShUSOil&GasExpln IEO 2.0 79.51 –1.26 .5661 DirexSCBull3 TNA .1 55.80 –2.05 .0504 iShCoreS&P SC IJR 1.7 105.16 –1.17 .7343 PGIMUltraShBd PULS 1.2 49.18 –0.07 .0373 SchwabUS LC Grw SCHG .4 66.82 –2.51 .1144
iShMSCIChina MCHI 1.3 49.10 –6.37 .4775
iShUSTelecomm IYZ 2.8 29.00 –0.84 .0888 DirexTechBear3 TECS ... 43.88 +3.94 ... iShS&PTotlUSStkMkt ITOT 1.3 93.99 –2.62 .3675 PimcoEnhShMat MINT .5 100.65 –0.28 .056 SchwabUS LC Val SCHV 2.1 68.27 –1.62 .4105
iShMSCI EAFE SC SCZ 3.4 63.09 +0.15 .0641
iShEdgeMSCIMinEAFE EFAV 2.8 68.45 –1.36 .6341 DirexTechBull3 TECL ... 46.12 –6.27 ... iShCoreUSAggBd AGG 1.8 108.41 –1.89 .1606 Pimco1-5USTips STPZ 4.1 55.59 +0.33 .09 SchwabUS REIT SCHH 2.2 23.73 –0.35 .168
iShMSCIEuropeFinls EUFN 4.8 17.20 +0.65 .4143
iShEdgeMSCIMinVlEM EEMV 2.3 59.30 –1.68 .8192 DirDlyTravelBull OOTO ... 14.57 –1.02 ... iShCurHdMSCIEurozn HEZU 2.6 32.28 +0.72 .4608 ProShBitcoin BITO ... 24.02 –0.76 ... SchwabUS SC SCHA 1.5 45.35 –0.46 .1457
iSh1-5YIGCorpBd IGSB 1.6 51.94 –0.61 .068
iShEdgeMSCIMinUSA USMV 1.4 73.23 –2.02 .2504 Direx20+TreaBr3 TMV ... 68.58 +7.31 ... iShCurrHdMSCIJapan HEWJ 2.3 35.37 –0.76 .5165 ProShShtDow30 DOG ... 34.52 +0.61 ... Schwab US TIPs SCHP 4.8 62.68 +0.33 .1247
iShPfd&Incm PFF 4.8 35.37 –0.47 .1218
iShEdgeMSCIUSAMom MTUM .7 152.33 –4.74 .4449 Direx20+YrTrBull TMF .2 20.96 –2.65 .0016 iShUSRealEstate IYR 2.3 102.84 –1.70 1.1373 ProShShortHY SJB ... 18.45 +0.34 ... SPDR DJIA Tr DIA 1.8 330.02 –6.45 .5194
iShGlobalInfra IGF 2.4 47.37 –0.21 .4738
iShEdgeMSCIUSAQual QUAL 1.4 124.77 –4.09 .4073 ETFMGAltHarvest MJ 2.5 8.69 –0.18 .0736 iShUS Energy IYE 2.2 40.64 +0.78 .2802 ProShShortQQQ PSQ ... 13.01 +0.45 ... SPDR EurSTOXX FEZ 3.2 38.35 +0.75 .5717
iShSemiconductor SOXX .8 434.40 –14.96 .1545
iShEdgeMSCIUSAVal VLUE 2.4 101.19 –3.18 .7395 ETFMGPrmJrSilv SILJ .3 14.46 +0.43 .0449 iShUS Finls IYF 1.4 80.31 –1.85 .2777 ProShShtRus2000 RWM ... 23.23 +0.18 ... SPDR MSCI exUS CWI 3.0 25.86 –0.46 .4556
iShShortTreaBd SHV ... 110.28 –0.02 ...
iShExpTechSftwr IGV ... 311.29 –17.05 ... ElemntsRogrAgri RJA ... 10.16 –0.17 ... iShUSOilEquip&Svcs IEZ .8 19.66 +1.79 .0335 ProShShrtS&P500 SH ... 15.23 +0.40 ... SPDR S&PMdCpTr MDY 1.1 468.96 –8.23 1.4875
iSh1-3YTreasuryBd SHY .2 84.17 –0.37 .0254
iShMtgRealEstCap REM 7.9 31.86 +0.12 1.1406 ElemntsRogrTr RJI ... 8.76 –0.41 ... iShUSMedDevices IHI .3 56.00 –3.69 .0061 ProShSh20+Tr TBF ... 17.37 +0.63 ... SPDR S&P 500 SPY 1.4 420.07 –12.10 1.6364
iSh7-10YTreasuryBd IEF .9 110.56 –2.44 .101
iShFloatingRateBd FLOT .4 50.36 –0.25 .0179 EnSelectSectorSPDR XLE 3.0 76.85 +1.62 .695 iShESGUSAggBd EAGG 1.1 52.19 –0.91 .0561 ProShUltBlmCrude UCO ... 159.53 –17.85 ... SPDR S&P Biotch XBI .0 84.61 +0.71 .04
iSh20+YTreasuryBd TLT 1.7 134.91 –5.33 .1847
iShIntlAggregateBd IAGG .1 52.66 –0.71 .6317 FidelityMSCIEn FENY 2.7 20.85 +0.38 .138 iShEuropeETF IEV 3.3 46.60 +0.50 .0643 ProshUltBlmNatGas BOIL ... 41.41 –2.70 ... SPDR S&P Div SDY 2.7 123.63 –2.73 .9698
Nasdaq7HANDL HNDL 7.6 23.27 –0.90 .1382
iShMSCIEurozone EZU 3.0 40.11 +0.80 .5996 FidelityMSCIIT FTEC .8 110.88 –4.53 .257 iShExpTech IGM .2 350.14 –12.38 .1733 ProShUltDow30 DDM .2 65.75 –2.61 .1091 SPDR S&P Home XHB .6 66.97 –2.31 .1308
ProShUltPrQQQ TQQQ ... 42.34 –5.75 ...
iShMSCIGlbMet&MnPr PICK 5.2 48.04 –1.76 .0576 FidelityRealEst FREL 2.6 31.01 –0.52 .203 iShGlblComm IXP 2.1 69.61 –2.21 1.1631 ProShUltraGold UGL ... 69.80 +1.05 ... SPDR S&P MtlMng XME .5 58.31 –0.80 .083
ProShUltShtQQQ SQQQ ... 48.54 +4.43 ...
iShMSCIGlSilverMin SLVP 1.4 14.70 +0.36 .0614 FidelityTotalBdETF FBND 1.9 50.26 –0.88 .076 iShGlobalEnergy IXC 3.1 35.36 +0.50 .6681 ProShUltraQQQ QLD ... 57.91 –4.97 ... SPDRS&POilGasExpl XOP 1.2 126.32 +1.31 .4876
TuttleCapSht SARK ... 57.25 +3.79 ...
iShMSCIEAFEGrowth EFG 1.9 88.99 –1.46 .1252 FinSelSectorSPDR XLF ... 36.40 –0.83 ... iShGlbFinls IXG 1.8 74.69 –0.55 .0348 ProShrUltraRus UWM ... 42.67 –0.93 ... SPDR S&P Retail XRT 1.9 73.23 –2.25 .9329
ValkyrieBitcoin BTF ... 14.90 –0.47 ...
iShMSCIIndiaETF INDA 7.0 42.09 +0.59 .0301 FT ConsDscAlpDx FXD .7 52.86 –1.93 .1646 iShGlobal100 IOO 1.7 70.41 –1.40 .0492 ProShUltraS&P SSO .2 56.59 –3.43 .0192 TechSelectSector XLK .8 144.06 –5.69 .3165
VanEckGlFallAnglHY ANGL 4.2 29.94 –0.54 .0866
iShMSCIEAFEValue EFV 4.3 47.16 +0.07 .1056 FT DJ Internet FDN ... 166.80 –9.15 ... iShGlobalREITETF REET 3.5 27.95 –0.28 .3384 ProShUltSilver AGQ ... 42.61 +1.07 ... TeucriumCornFd CORN ... 26.59 +0.45 ...
VanEckSemicon SMH ... 245.79 –9.56 ...
iShNorthAmNatRscs IGE 2.3 39.70 +0.37 .2399 FT EnergyAlpDx FXN .7 15.47 +0.34 .0628 iShGoldTr IAU ... 37.68 +0.28 ... ProShUltDow30 UDOW .4 62.52 –3.93 .0163 TeucriumWheatFd WEAT ... 10.35 –0.48 ...
VangdEM GovBd VWOB 4.7 68.40 +0.26 .2695
iShUSTreasuryBdETF GOVT 1.0 25.40 –0.43 .0223 FT FinlsAlpDx FXO 2.0 43.30 –0.87 .2996 iShGoldTrMicro IAUM ... 19.81 +0.15 ... ProShUltRus2000 URTY ... 66.63 –2.51 ... U.S.GlobalJetsETF JETS .0 18.20 –0.83 .1414
VangdIntrCorpBd VCIT 2.4 86.56 –2.10 .1586
JPMBetaCanada BBCA 2.2 67.26 –0.06 .5531 FT IndlsAlpDx FXR .6 54.90 –1.26 .1029 iShiBoxx$InvGrCpBd LQD 2.5 120.18 –3.46 .2556 ProShUltS&P500 UPRO .1 51.14 –4.90 .0303 UtilitiesSelSector XLU 2.8 70.43 –0.46 .5456
VangdIntermTrmTrea VGIT 1.2 64.35 –1.02 .0592
JPMBetaDevAPxJ BBAX 5.7 52.31 –0.93 1.1644 FT MatAlpDX FXZ 1.0 67.48 +0.59 .2408 iShiBoxx$HYCpBd HYG 4.3 80.93 –1.61 .3075 ProShUltShtDow30 SDOW ... 33.31 +1.66 ... VanEckAgribus MOO 1.1 98.38 –0.32 .0202
VangdIntlDivApp VIGI 1.1 74.54 –1.54 5.1817
JPMBetaEurope BBEU 3.1 51.02 +0.44 .5334 FT MngstrDiv FDL 3.5 36.37 –0.62 .4277 iShLatinAmerica40 ILF 7.3 27.10 –0.43 1.6089 ProShShtRus2000 SRTY ... 55.78 +1.07 ... VanEckEMHYBd HYEM 6.3 19.21 –0.21 .0945
VangdIntlHiDiv VYMI 4.5 64.42 –0.14 .9642
JPMBetaJapan BBJP 3.3 48.24 –2.20 1.5902 FT NaturalGas FCG 1.3 22.90 –0.45 .1514 iShMSCIAustralia EWA 5.2 24.38 –0.39 .2194 ProShUltS&P500 SPXU ... 16.98 +1.20 ... VanEckGoldMin GDX 1.4 38.29 +0.89 .5348
VangdLTCorpBd VCLT 3.5 91.92 –3.58 .2437
JPM UltShtIncm JPST .6 50.25 –0.08 .0238 FT NA Energy Infra EMLP 3.1 26.67 –0.18 .1933 iShMSCIBrazil EWZ 8.3 33.37 –0.92 .1609 ProShUltBloomCrd SCO ... 6.00 +0.28 ... VanEckInvtGrFR FLTR .6 25.00 –0.22 .0104
VangdLong-TermTrea VGLT 2.0 81.94 –3.05 .1253
JPMUltShMuni JMST .3 50.73 –0.03 .0157 FT PfdSecs FPE 4.8 18.89 –0.18 .0745 iShMSCICanadaETF EWC 1.8 38.52 –0.02 .478 ProShUltShBlmGas KOLD ... 23.31 +0.86 ... VanEckJPMEMLCBd EMLC 5.7 26.30 –0.28 .1093
VangdMBS VMBS 1.1 50.84 –0.66 .0691
PacerUSCashCows100 COWZ 1.4 48.20 –0.78 .2783 FT TCWUnPlBd UCON 2.1 25.67 –0.16 .035 iShMSCI EAFE EFA 3.8 68.65 –0.38 .1631 ProShUltDow30 DXD ... 47.98 +1.58 ... VanEckJrGoldMin GDXJ 1.6 47.64 +1.07 .7454
VangdRuss1000Grw VONG .7 64.49 –2.39 .1251
ProShS&P500Arist NOBL 2.1 89.97 –2.87 .6336 FT ValDivFd FVD 1.9 40.37 –1.00 .2317 iShMSCIEmgMarkets EEM 2.3 42.57 –2.05 .026 ProShrUltShFTSEEur EPV .0 14.59 –0.61 .0006 VanEckMerkGoldTr OUNZ ... 19.27 +0.15 ...
VangdRuss1000Val VONV 1.8 69.56 –1.58 .3719
ProShShtVIXST SVXY ... 48.48 –0.32 ... FlexGlbUpstmNatRsc GUNR 3.1 45.41 –0.01 .4042 iShMSCIFranceETF EWQ 4.5 32.51 +0.58 1.0371 ProShUltShtQQQ QID ... 22.15 +1.47 ... VanEckOilSvcs OIH .6 287.30 +25.93 1.8075
VangdRuss2000 VTWO 1.3 79.31 –0.80 .4745

ProShUltVIXST UVXY ... 19.92 +0.07 ... FlexiBx3YDurTIPS TDTT 5.2 26.47 +0.17 .047 iShMSCIGermanyETF EWG 2.4 26.71 +0.82 .0358 ProShUltShRus2000 TWM ... 15.84 +0.29 ... VangdExtMkt VXF 1.3 154.52 –3.59 .7573
VangdSTCpBd VCSH 1.6 78.40 –0.92 .0923
ProShsVIXSTFut VIXY ... 21.51 +0.16 ... FrankFTSEBrazil FLBR 7.4 20.70 –0.51 .1106 iShMSCIHongKong EWH 3.0 21.57 –0.52 .2541 ProShUltShtS&P500 SDS ... 43.89 +2.21 ... VangdInfoTech VGT .8 374.92 –15.24 .8212
VangdShtTmInfltn VTIP 4.6 52.11 +0.28 .9582
VanEckHYMuni HYD 3.7 58.63 –0.66 .1609 GlbXCopperMiners COPX 1.3 42.92 –1.58 .3852 iShMSCIIndonesia EIDO 1.3 24.36 +0.29 .1632 ProShUltShtSilver ZSL ... 20.15 –0.86 ... VangdSC Val VBR 1.8 169.49 –2.00 1.1822
VangdShortTermTrea VGSH .3 59.83 –0.28 .0177
VanEckMstrWdMoat MOAT 1.2 70.18 –2.58 .8227 GlbXLithium&Batt LIT .3 68.89 –2.89 .1476 iShMSCIIntlQual IQLT 2.6 34.34 –0.38 .403 ProShUltraSh20+ TBT ... 19.81 +1.43 ... VangdDivApp VIG 1.7 153.44 –5.12 .7725
VangdTotalBd BND 2.0 80.37 –1.49 .1291
VangdESGUSStk ESGV 1.1 74.84 –2.43 .2624 GlbXSilverMiners SIL 1.6 37.16 +0.68 .4064 iShMSCIIntlValue IVLU 3.5 23.95 –0.17 .0546 QuadraticDeflation BNDD 4.0 25.36 –0.71 .0764 VangdEnergy VDE 3.0 106.63 +1.90 .9393
VangdTotIntlBd BNDX 3.2 53.02 –1.04 .0345
GlblXSuperDividend SDIV 10.9 10.51 –0.19 .10 iShMSCIItaly EWI 3.2 26.85 +0.27 .4518 QuadIntRtVol IVOL 3.9 26.74 –0.32 .078 VangdExDurTreas EDV 2.2 123.93 –6.22 .6836
VangdTotIntlStk VXUS 3.5 56.26 –0.98 .9412
NASDAQ WisdTrUSQltyDiv DGRW 1.9 60.24 –2.18 .075
GlbX US Pfd
GlbX Uranium
PFFD 5.7
URA 5.2
22.92
25.64
–0.39
+2.37
.109
1.309
iShMSCIJapan
iShMSCIKLD400Soc DSI
EWJ 2.4
1.1
58.54
80.14
–2.64
–2.61
.8881
.2691
RealEstSectorSPDR XLRE
RoundBallMeta METV
3.0
...
45.87
10.66
–0.80
–0.53
.4254
...
VangdAWxUSSC VSS
VangdFTSEDevMk VEA
3.1
3.6
118.39
45.15
–0.44
–0.32
2.5081
.7693
.1116 GSActiveBetaIntlEq GSIE 2.7 30.89 –0.23 .1326 iShMSCIMalaysiaETF EWM 6.5 25.05 –0.65 .782 SPDRBlackSrLoan SRLN 4.6 44.03 –0.88 .17 VangdFTSE EM VWO 3.0 43.86 –1.92 .478
CSX-LinksCrudeOil USOI 21.3
CSX SilverETN SLVO 13.8
5.57
5.37
–0.01
+0.03 .0616
NYSE ARCA GSActiveBetaUSLC GSLC 1.2 83.19 –2.72 .3137 iShMSCIMexico EWW 2.1 49.15 +0.08 .6577 SPDRBlmCvSecs CWB 2.3 72.79 –1.51 .1335 VangdFTSE Europe VGK 3.6 58.07 +0.76 .6781
FidelityNasdaq ONEQ .7 50.21 –1.75 .109 GraniteGold BAR ... 19.68 +0.16 ... iShMSCINetherlands EWN 1.3 38.52 –0.13 .1807 SPDRBlmEMLocBd EBND 4.2 22.34 –0.18 .0721 VangdFTSE Pac VPL 3.5 70.31 –2.52 1.4707
ARKInnovationETF ARKK .0 55.58 –4.65 .7826 HartfordMultiDvxUS RODM 4.8 27.69 –0.17 .7274 iShMSCIPacificxJp EPP 4.8 45.81 –0.71 .2947 SPDR Blm HY Bd JNK 4.6 100.75 –2.08 .3996 VangdFinls VFH 2.0 89.22 –1.96 .5099
FT CapStrength FTCS 1.2 73.84 –2.87 .2821
ARK NextGen ARKW .0 71.67 –5.99 3.3143 HealthCareSelSect XLV 1.5 128.94 –3.58 .5275 iShMSCIPhilippines EPHE 1.1 30.11 –1.93 .1176 SPDRBlmInvGrdFR FLRN .4 30.40 –0.16 .0089 VangdFTSEAWxUS VEU 3.5 54.22 –1.04 .8454
FT CloudComp SKYY 1.0 80.39 –2.65 .6773
AberdStdPhysGold SGOL ... 19.03 +0.16 ... HorizonKinInfltn INFL .8 32.23 –0.47 .1276 iShMSCIPoland EPOL 1.6 17.12 +0.97 .2193 SPDRBB1-10YTIPS TIPX 4.5 21.25 +0.09 .0212 VangdGrowth VUG .6 258.80 –9.83 .469
FT EnhShtMat FTSM .4 59.54 –0.12 .017
AberdStdPhySilv SIVR ... 24.89 +0.23 ... IndSelSectorSPDR XLI 1.3 97.94 –2.45 .385 iShMSCISaudiArabia KSA 1.4 46.62 –0.09 .0176 SPDRBlm1-3MTB BIL ... 91.41 –0.01 ... VangdHiDiv VYM 2.9 108.38 –2.28 .9386
FT GlTactCommod FTGC 5.6 29.63 +0.38 1.6622
abrdnBbgAllCmdK1 BCI 15.4 29.01 –0.53 4.4677 InvscAero&Def PPA .6 75.04 –2.49 .0915 iShMSCISingapore EWS 6.7 19.13 –0.10 1.0032 SPDRBlmSTHYBd SJNK 4.4 25.83 –0.36 .0958 VangdIntermBd BIV 2.0 83.35 –1.75 .1264
FT LowDurOpp LMBS 2.0 49.28 –0.26 .0775
AdvShPureUSCan MSOS .0 18.62 –0.81 .07 InvscCA AMT-Fr PWZ 2.4 26.40 –0.41 .0484 iShMSCISouthAfrica EZA 1.8 52.39 +0.30 .4577 SPDRGoldMini GLDM ... 39.39 +0.29 ... VangdLC VV 1.4 193.14 –5.73 .7559
FT NasdCybersec CIBR .7 48.12 –1.62 .2807
AlerianMLPETF AMLP 7.6 37.32 –1.16 .71 InvscCEFIncmComp PCEF 7.6 21.19 –0.64 .1321 iShMSCISthKorea EWY 2.5 67.11 –2.88 1.6785 SPDR Gold GLD ... 185.09 +1.41 ... VangdLT Bond BLV 3.2 91.65 –3.62 .2255
FT Nasd100Tech QTEC .0 136.20 –8.06 .0124
ArkFinInnov ARKF ... 24.13 –1.85 ... InvscChinaTech CQQQ ... 44.25 –6.90 ... iShMSCISpain EWP 3.6 24.07 +0.84 .4353 SPDRNuvBBHYMuni HYMB 3.3 56.34 –0.56 .1552 VangdMegaGrwth MGK .5 210.99 –7.58 .2758
FT NasdOil&Gas FTXN .8 25.47 ... .0101
AvantisEM AVEM 2.9 56.18 –2.38 1.2054 InvscDBComm DBC ... 25.97 –1.04 ... iShMSCISweden EWD 7.0 35.99 +1.61 1.2041 SPDRNuveenMuniBd TFI 1.8 48.97 –0.65 .0723 VangdMC VO 1.3 221.95 –6.97 .9203
FT NasdaqTrans FTXR .8 29.96 –1.02 .073
AvantisIntlSCValue AVDV 2.6 59.82 +0.33 .9233 InvscDBAgriFd DBA ... 21.84 ... ... iShMSCISwitz EWL 2.0 45.16 –0.77 .9149 SPDRNuveenSTMuni SHM .7 47.83 –0.27 .0326 VangdMC Val VOE 1.9 142.30 –2.95 .8561
FTRisingDivAch RDVY 1.1 47.09 –1.28 .1712
AvantisUSSCValue AVUV 1.3 78.48 –0.33 .4834 InvscDBBaseMet DBB ... 25.09 –1.88 ... iShMSCITaiwan EWT 2.3 60.40 –2.07 1.7603 SPDRPtfAggBd SPAB 2.2 28.14 –0.49 .0492 VangdRealEst VNQ 2.9 103.67 –1.57 1.0531
FT SrLoanFd FTSL 3.4 46.63 –0.64 .1425 BlkRkUSCarbon LCTU 1.2 47.07 –1.27 .9346 InvscDBOilFund DBO ... 17.27 –0.79 ... iShMSCIThailand THD 3.2 76.13 –3.27 1.1241 SPDRPtfDevxUS SPDW 3.4 32.14 –0.28 .5981 VangdS&P500ETF VOO 1.4 386.16 –11.18 1.5329
FT TCW Opp FIXD 1.5 50.46 –1.01 .07 BreakwDryBulk BDRY ... 27.05 +2.15 ... InvscDBUSDBull UUP ... 26.51 +0.15 ... iShMSCIUK EWU 4.6 31.50 +0.09 .8757 SPDRPtfEM SPEM 3.6 36.60 –1.60 .9491 VangdST Bond BSV 1.2 78.79 –0.65 .0663
GlbXAuto&Elc DRIV .3 24.81 –0.73 .0567 CommSvsSPDR XLC .9 64.37 –2.12 .1567 InvscDynEnerExpl PXE 1.4 26.17 +0.04 .1652 iShMSCIWorldETF URTH 1.7 118.90 –2.69 .0766 SPDR PtfEurope SPEU 3.1 36.25 +0.40 .2676 VangdSC VB 1.4 201.95 –3.41 1.0908
GlbXCloudComp CLOU ... 19.20 –1.00 ... CnsmrDiscSelSector XLY .7 166.72 –4.88 .2922 InvscDynLeisure PEJ .4 44.40 –1.58 .0743 iShNatlMuniBd MUB 1.8 111.46 –1.10 .174 SPDRPtfIntermCpBd SPIB 1.7 34.35 –0.58 .0539 VangdTaxExemptBd VTEB 1.7 52.40 –0.61 .0798
GlbX Cybersec BUG ... 29.01 –1.21 ... CnsStapleSelSector XLP 2.5 71.44 –4.43 .5117 InvscDynOil&GasSv PXJ 1.7 4.60 +0.35 .0022 iShResidentMultiRE REZ 1.9 92.22 –1.21 .6581 SPDR PtfIntTrea SPTI .6 31.02 –0.49 .0205 VangdTotalStk VTI 1.4 211.99 –5.97 .8592
GlbXNasd100Cv QYLD 11.8 19.45 –0.46 .202 DimenEmgCore DFAE 1.8 24.89 –1.07 .1492 InvscEMSovDebt PCY 5.9 21.59 +0.37 .1065 iShRussell1000Gwth IWF .6 250.81 –9.27 .4007 SPDRPtfLTCorpBd SPLB 3.5 27.32 –1.06 .081 VangdTotlWrld VT 2.1 94.66 –2.33 .785
GlbX Robotics&AI BOTZ .2 26.53 –1.56 .0593 DimenIntlCore DFAI 2.3 26.55 –0.17 .1793 InvscFinlPfd PGF 5.2 16.72 –0.34 .0722 iShRussell1000Val IWD 1.7 158.52 –3.62 .7162 SPDRPtfLgTermTrea SPTL 1.9 38.62 –1.45 .0573 VangdValue VTV 2.2 141.71 –3.22 .9031
InvscActMgdETC PDBC 40.5 17.63 –0.73 1.7574 DimenIntlValue DFIV 4.8 31.66 +0.06 .5809 InvscFTSEDvMktxUS PXF 4.0 43.72 –0.06 .8174 iShRussell2000Gwth IWO .4 240.66 –4.29 .2828 SPDRPtfMtgBkdBd SPMB 2.7 24.34 –0.33 .0542 WisdTrEMxSOE XSOE 1.6 30.81 –1.45 .0405
InvscBull2024CpBd BSCO 1.8 21.16 –0.16 .0271 DimenUSCore DFAU 1.1 29.46 –0.80 .1209 InvscFTSERAFIEM PXH 5.2 19.82 –0.66 .4604 iShRussell2000 IWM 1.1 196.73 –1.93 .6655 SPDRS&P500Value SPYV 2.2 39.80 –0.99 .2552 WisdTrEM HiDiv DEM 6.1 41.92 –1.72 .7159
InvscBull2026CpBd BSCQ 1.9 20.11 –0.37 .0294 DimenUSCoreEq2 DFAC 1.3 26.04 –0.67 .1138 InvscNatAMTFrMuni PZA 2.5 25.48 –0.35 .0496 iShRussell2000Val IWN 1.6 157.07 –0.72 .9023 SPDRPtfS&P1500 SPTM 1.4 51.85 –1.46 .2094 WTEnhCmdStrategyFd GCC 7.8 26.00 –0.11 ...
InvscBull2023CpBd BSCN 1.5 21.12 –0.09 .0209 DimenWorldexUS DFAX 3.1 23.60 –0.43 .2436 InvscPreferred PGX 6.1 13.40 –0.19 .0569 iShRussellMid-Cap IWR 1.2 73.04 –2.01 .2568 SPDRPtfS&P500 SPLG 1.4 49.42 –1.43 .2031 WisdTrFRTrea USFR .0 25.13 –0.01 .0021
InvscBull2022CpBd BSCM 1.6 21.27 –0.02 .0186 DirexAeroBl3 DFEN .1 19.73 –2.14 .0017 InvscS&P500EWEner RYE 1.7 65.30 +0.51 .3867 iShRussellMCValue IWS 1.5 113.59 –2.27 .5127 SPDRS&P500Growth SPYG .7 60.05 –1.99 .1228 WisdTrIndiaEarn EPI 1.2 34.46 +0.52 .192
InvscHYEquDivAch PEY 3.9 21.19 –0.32 .0724 DirexCSIChinaInt CWEB ... 5.03 –2.91 ... InvscS&P500EW RSP 1.4 149.52 –4.06 .4538 iShRussell1000 IWB 1.2 232.51 –6.84 .7801 SPDRS&P500HiDiv SPYD 3.6 42.72 –0.57 .1276 WisdTrIntlEquity DWM 4.0 49.82 –0.23 .4284
InvscKBWBank KBWB 2.3 63.15 –1.46 .4817 DirexDJBull3X WEBL ... 22.82 –4.61 ... InvscS&P500HiBeta SPHB 1.0 69.79 –2.62 .1581 iShS&P500Growth IVW .6 69.32 –2.34 .0927 SPDRPtfS&P400MC SPMD 1.4 45.10 –0.73 .1054 WisdTrJapanHdg DXJ 2.8 59.17 –1.09 1.1098
InvscNasd100 QQQM .5 133.48 –5.30 .1488 DirexEM Bear3 EDZ ... 13.51 +1.58 ... InvscS&P500HiDiv SPHD 3.4 45.05 –0.99 .1426 iShS&P500Value IVE 1.9 148.41 –3.68 .7615 SPDRPtfS&P600SC SPSM 1.5 41.05 –0.46 .27 XtrkrsHarvCSI300 ASHR 1.0 33.45 –2.08 .3453
InvscQQQI QQQ .5 324.40 –12.90 .4914 DirexEnergyBr2 ERY ... 5.47 –0.28 ... InvscS&P500LowVol SPLV 1.7 63.30 –2.10 .1095 iShrsSP GSCI Cmdty GSG ... 23.00 –1.26 ... SPDRPtfSTCpBd SPSB 1.0 30.20 –0.22 .0285 XtrkrsMSCIHiDiv HDEF 4.9 22.95 –0.12 .144
InvscS&PSCEner PSCE .3 9.71 +0.35 .0147 DirexEnergyBl2 ERX 1.1 55.78 +2.18 .1854 InvscS&P500PrVal RPV 1.9 81.62 –1.22 .4409 iShS&P100 OEF 1.2 192.77 –5.21 .6132 SPDRShtTermTrea SPTS .2 29.95 –0.13 .0093 XtrkrsMSCIEAFE DBEF 2.5 35.28 +0.10 .239
iSh3-7YTreasuryBd IEI .8 124.83 –1.77 .079 DirexChinaBr3 YANG ... 36.21 +10.46 ... InvscS&P500Qual SPHQ 1.3 47.04 –1.49 .172 iShShortNatlMuniBd SUB .6 105.19 –0.58 .0447 SPDR PtfTIPS SPIP 5.1 31.26 +0.19 .0621 XtrkrsUSDHYCpBd HYLB 4.8 37.08 –0.72 .1433
Preferred Stock Listings

Includes preferred like and Net Net Net Net Net Net Net
repackaged securities Stock Div Yld Close Chg Stock Div Yld Close Chg Stock Div Yld Close Chg Stock Div Yld Close Chg Stock Div Yld Close Chg Stock Div Yld Close Chg Stock Div Yld Close Chg
Net FG Fin Pfd A .50 10.0 20.06 –2.31 WintrustFinPfdE .4297 6.4 26.86 –0.33 BancoBradescoPf .0036 4.1 4.03 0.15 DiamondrockPfd .5156 7.9 26.20 0.27 GlbNetLeasePfdB .4297 6.9 24.80 –0.15 NuSTAR PfdC .5625 9.3 24.24 –0.11 SimonPropPfdJ 1.0469 6.2 68.07 –0.81
Stock Div Yld Close Chg FifthThirdPfdB .375 5.9 25.59 –0.27 BankofAmNt66 .4031 6.2 26.14 –0.20 DianaShippingPfd .5547 8.6 25.69 0.14 GlobalPtrsPfdA .6094 9.3 26.19 0.12 SiriusPoinPfdB .50 7.9 25.47 –0.74
WintrustFinPfd .41 6.3 25.86 –0.48 NuSTARLogNts .4214 6.9 24.30 –0.40
FifthThirdPfdB .422 6.5 26.06 –0.74 XomaPfdA .5391 8.4 25.53 0.28 BankofAmPfd1 .1875 3.7 20.04 0.11 DigitalRealtyPfdL .325 5.2 24.81 –0.03 GlobalPtrsPfdB .5938 8.9 26.75 0.05 OaktreeCapPfdA .4141 6.5 25.63 –0.24 SouthJerseyNts2079 .3516 6.7 20.85 –0.90
NYSE AMER FifthThirdPfdI .4141 6.4 26.05 –0.22 XomaPfdB .5234 8.2 25.65 0.31 BankofAmPfd2 .1917 3.8 20.07 –0.47 DigitalRealtyPfJ .3281 5.3 24.97 0.05 GlbShipNts24 .50 7.8 25.65 –0.04 OaktreeCapPfdB .4094 6.3 25.90 –0.32 SouthernNts20 .3094 5.2 23.86 –0.50
FifthThirdPfdK .3094 5.1 24.24 –0.32 ZionsBancorpPfdG .3938 6.2 25.35 –0.40 BankofAmPfd4 .2556 4.6 21.85 –0.29 DigitalRealtyPfK .3656 5.7 25.79 –0.30 GlShipLeasePfdB .5469 8.5 25.69 0.04 PNC Fin PfdP .3828 6.1 25.21 0.01 SouthernNts2020C .2625 4.8 21.90 –0.51
BancroftFdPfdA .3359 5.3 25.20 –0.13
FirstCitizenPfdC .3516 5.8 24.21 –1.11 ZionsBncpPfdA .25 4.7 21.71 –0.29 BankofAmPfdE .2556 4.6 22.07 –0.53 DigitalBrdgPfdH .4453 7.2 24.64 –0.29 GlobeLifeDeb2061 .2656 4.8 22.01 –0.73 PSBusParksPfdX .3281 5.3 24.60 0.09 SouthernNts77 .3281 5.2 25.30 0.26
BluerockREITPfdC .4766 7.5 25.41 0.04
FirstCitizensPfdA .3359 5.4 25.05 –0.31 BankofAmPfdGG .375 5.9 25.62 –0.24 DigitalBrdgPfdI .4469 7.2 24.80 –0.17 GoldmanSachsPfA .2396 4.5 20.95 –0.29 PSBusParksPfdY .325 5.3 24.63 –0.12 SpecialOppsPfdC .1719 2.8 25.00 ...
BluerockResPfD .4453 7.0 25.34 0.02
cbdMD PfdA .0667 16.2 4.93 0.13
FirstGuarantyPfdA .4219 6.5 25.91 –0.22 NYSE BankofAmPfdHH .3672 5.7 25.66 –0.23 DigitalBrdgPfdJ .4453 7.2 24.70 –0.03 GoldmanSachsPfC .2556 4.7 21.80 –0.01 PSBusParksPfdZ .3047 5.3 23.06 –0.07 SpirePfdA .3688 5.9 25.03 –0.42
FirstInternetNt29 .375 5.8 26.09 –0.52 BankofAmPfdKK .3359 5.3 25.13 –0.02 DillardsCapPfd .4688 7.2 25.99 –0.07 GoldmanSachsPfD .2556 4.7 21.44 –0.35 PartnerRePfdJ .3047 5.3 23.04 –0.61 SpiritRealtyPfdA .375 6.0 25.08 0.09
EllsworthPfdA .3281 5.2 25.09 –0.07 AcresCmclPfdC .5391 8.7 24.76 –0.23
Franchise7.5%PfdA .4688 7.3 25.55 –0.23 BankofAmPfdL .2556 4.7 21.79 –0.31 DriveShackPfdB .6094 10.3 23.72 0.62 GoldmanSachsPfJ .3438 5.5 25.20 –0.19 PebblebrookPfdE .3984 6.6 24.10 –0.10 StateStreetPfdD .3687 5.9 25.21 –0.17
GAMCOGlbGoldPfB .3125 5.0 24.98 –0.07 ACRESCmclPfdD .4922 8.0 24.67 0.42
FultonFinlPfdA .3203 5.5 23.20 –0.51 BankofAmPfdL 18.125 5.5 1309.00 –17.00 DriveShackPfdC .5031 8.9 22.65 0.53 GoldmanSachsPfK .3984 6.2 25.82 –0.27 PebblebrookPfdF .3938 6.6 23.95 –0.25 StateStreetPfdG .3343 5.2 25.69 –0.30
GabelliPfdB .50 3.9 51.18 ... AG Mortgage PfdC .50 8.9 22.52 –0.33
GarrettMotionPfdA ... 7.67 0.02 BankofAmPfdLL .3125 5.2 23.88 –0.51 DriveShackPfdD .5234 9.0 23.17 –0.33 GranitePointPfdA .151 2.5 24.57 0.12 PebblebrookPfdG .3984 6.6 24.04 –0.86 SteelPtrsPfdA .375 6.4 23.53 0.06
HowmetAeroPfd .9375 5.0 75.38 –0.34 AG Mortgage PfdB .50 8.9 22.35 –0.72
GladstonePfdE .138 6.5 25.41 –0.46 BankofAmPfdPP .2578 5.0 20.51 –0.65 DuPont pfA .875 4.3 81.05 0.79 GreatAjaxNts24 .4531 7.2 25.03 1.05 PebblebrookPfdH .3562 6.7 21.33 –0.31 StifelFinlPfdB .3906 6.2 25.35 –0.11
IndxPlus 03-1 .7565 5.6 27.02 –0.08 AG Mortgage PfdA .5156 8.9 23.07 –0.86
GladstonePfdG .125 6.0 25.08 ... BankofAmPfdQQ .3276 5.1 20.98 –0.71 DuPont pfB 1.125 4.7 95.75 –0.05 GreenBrickPfdA .3274 5.9 24.40 –0.40 PA Reit Pfd D .4297 .0 5.43 –0.18 StifelFinlPfdC .3828 6.1 25.24 –0.13
PG&E6%Cum.Pfd. .375 4.9 30.71 0.19 AT&T Nts 2066 .3344 5.4 24.95 –0.07
GladstoneNts2028 .3047 4.9 24.88 ... BankofAmPfdSS ... 24.25 –0.56 DukeEnerDeb78 .3516 5.5 25.41 –0.46 HartfordFinDeb42 .4922 7.8 25.40 ... PA Reit Pfd B .4609 .0 5.88 –0.33 StifelFinlPfdD .2813 5.5 20.50 –0.49
PacGE pfB .3438 4.9 28.10 0.10 AT&T Nts 2067 .3516 5.5 25.62 0.16
GladstonePfdB .125 5.8 26.05 0.03 BkofAmericaPfdNN .2734 5.1 21.43 –0.63 DukeEnergyPfdA .3594 5.6 25.82 –0.20 HartfordFinPfdG .375 5.8 25.76 –0.09 PennREITPfdC .45 .0 5.63 –0.34 StifelFinNts47 .325 5.4 24.02 –0.19
PacGE pfC .3125 4.8 26.05 –0.58 GladstonePfdD .1042 4.9 25.40 –0.13 AT&T PfdA .3125 5.5 22.64 –0.34 BankHawaiiPfdA .2735 4.8 22.65 –0.75 DynagasLNG PfdB .5469 10.0 21.90 3.93 HeclaMiningPfB .875 5.8 60.57 1.15 Strats Allst GJT .0217 1.3 20.66 0.11
PennyMacMtgPfA .5078 7.7 26.50 0.21
PacGE pfD .3125 4.9 25.75 –0.02 GreatElmNts24 .4108 6.5 25.12 0.01 AT&T PfdC .2969 5.5 21.47 –0.51 BectonDicknsnPfB .75 5.8 51.75 –2.44 DynagasLNG PfdA .5625 9.9 22.70 3.71 HerculesCapNts33 .3906 6.0 26.09 –0.03 Strats Dom GJP .0575 3.1 23.84 –0.06
PennyMacPfdB .50 7.7 25.85 0.05
PacGE pfE .3125 4.9 25.51 0.20 GreatElmNts25 .4266 6.8 25.26 0.11 AXIS CapPfdE .3438 5.6 24.73 –0.05 BostonSciPfdA 1.375 4.9 112.31 –3.44 DynexCapPfdC .4313 7.0 24.66 –0.43 HershaHospPfdC .4297 7.8 21.94 –0.54 Strats GSG GJS .0281 1.2 21.20 –0.35
PennyMacPfdC .4219 7.5 22.64 –0.50
PacGE pfG .30 4.8 24.90 0.05 GreatElmNts26 .3713 5.9 25.33 –0.10 AberdeenIncmPfdA .3281 5.2 25.18 –0.32 BraemarHtlsPfd .3438 7.7 17.97 –1.00 EPR PropPfdC .3594 5.8 24.85 –0.13 HershaHospPfdD .4063 7.8 20.93 0.36 Strats USC GJH .3187 6.4 10.01 –0.28
PitneyBowesNt43 .4187 8.2 20.40 –0.25
PacGE pfH .2813 4.7 24.00 0.25 GreenidgeGenNt ... 22.00 ... AegonNts2049 .3187 5.4 23.65 –0.73 BraemarHtlsPfdD .5156 8.0 25.65 0.20 EPR PropPfdE .5625 6.9 32.72 –0.29 HershaHospPfdE .4063 7.9 20.45 ... Strats WlMrt GJO .021 .7 23.55 –0.16
PPlus GSC-2 .1917 3.1 24.60 0.10
PacGE pfI .2725 4.7 23.20 –0.30 HancockNts2060 .3906 6.0 25.90 –0.08 AffiliatedMgrDeb .3672 5.8 25.48 –0.39 BrookfieldBRP Nts .2891 5.8 19.93 –0.22 EPR PropPfdG .3594 6.3 22.88 –0.50 HighlandIncmPfdA .3359 5.4 25.09 0.16 SummitHotelPfdE .3906 6.5 24.13 –0.28
PPlus RRD-1 .7875 7.0 22.45 –0.31
PlymouthREITPfdA .4688 7.3 25.74 0.07 HarrowHlthNts26 .5391 8.2 26.24 0.04 AffiliatedNts60 .2969 5.5 21.66 –0.69 BrookfldBRP4.875Nt ... 21.16 –1.28 EaglePointPfdC .1354 6.5 25.08 0.12 HoeghLNG PfdA .5469 10.2 21.55 –0.72 SummitHotelPfdF .3672 6.6 22.17 –0.54
PriorityIncmPfdD .4375 6.9 25.43 ...
PowerREIT PfdA .4844 7.5 25.80 –0.40 HlthcrTrAmerPfdA .4609 7.4 24.93 –0.07 AgreeRealtyPfdA .0885 5.4 19.80 –0.41 BrookfieldDTLAPf 2.25 .0 10.39 0.27 EaglePointNts28 .418 6.6 25.50 –0.02 HorizonTechNts26 .3047 4.8 25.50 –0.15 SunstoneHotelPfdI .3562 6.2 23.10 –0.80
PriorityIncmPfdF .4141 6.6 25.16 –0.41
RegionalHlthPfdA ... 5.50 0.50 HeartlandPfdB .4375 6.4 27.30 0.45 AirLeasePfdA .3844 6.3 24.32 –1.50 BrookfieldFinNts .2813 5.5 20.33 –0.08 EaglePointNts29 .3359 5.7 23.69 0.09 HudsonPacificPfdC ... 21.30 0.04 SunstonePfdH .3828 6.3 24.26 –0.79
PriorityIncmPfdG .3906 6.1 25.47 0.35
SachemNts2024 .4453 7.0 25.37 –0.03 HennessyAdvNts .30 4.7 25.93 –0.17 AlabamaPwrPfdA .3125 5.0 25.22 0.20 BrookfieldFinNts .2891 5.6 20.70 –0.37 EaglePointNts31 .4219 6.5 25.85 0.03 InnovativeIndPfdA .5625 7.0 32.00 0.05 SynchronyPfdA .3516 6.0 23.53 –0.66
PriorityIncmPfdH .375 6.0 25.00 0.04
SachemNts2024 .4297 6.8 25.19 –0.12 HovnanianPfdA .4766 .0 20.81 –0.20 AlgonquinNt2079 .3875 6.0 26.00 –0.33 BrookfieldNts2081 .3125 5.8 21.68 –0.29 EaglePointPfdD .1406 6.8 24.69 0.14 InpointCmclREPfdA .4219 7.7 22.00 –0.83 SynovusFinPfdD .3938 6.2 25.42 –0.07
PriorityIncmPfdI .3828 6.1 25.17 0.12
SachemNts2025 .4844 7.5 25.74 0.09 HuntingtonPfdH .2813 5.3 21.05 –0.27 AlgonquinPwrNt .4297 6.6 25.94 –0.23 BrookfldInfrPfdA14 .3125 6.1 20.35 –0.81 EaglePointPfdA .1042 5.2 24.08 –0.76 IntlSeawaysNts23 .5313 8.3 25.68 –0.45 SynovusFinPfdE .3672 5.6 26.35 –0.08
PriorityIncmPfdK .4424 7.3 24.12 –0.32
SachemNts2026 .375 5.9 25.25 0.17 HuntingtonPfdI .3562 5.8 24.67 –0.23 AllstateDeb .3187 5.1 25.09 –0.06 BrookfldInfrPfdA13 .3203 6.1 21.14 –0.62 ElPasoEngy pfC .5938 4.9 48.31 –1.23 InvescoMtgPfdB .4844 8.9 21.78 –1.10 TPG RE FinPfdC .3906 6.9 22.55 0.56
PriorityIncmPfdL ... 24.51 –0.07
SachemNts2027 .375 6.1 24.59 ... II-VI 6% Pfd 3.00 4.6 260.31 –11.12 AllstatePfdG .3516 5.5 25.55 –0.06 BrookfdRenewPfdA17 .3281 5.8 22.51 –0.45 EllingtonFinPfdA .4219 6.9 24.60 0.08 InvescoMtgPfdC .4688 8.3 22.60 –0.88 Tele&DataPfdUU .4141 6.8 24.38 –0.22
PriorityIncmFdPfdJ .375 6.0 24.91 –0.17
TellurianNts2028 .4641 8.6 24.06 1.71 iMediaBrandsNts .5313 9.6 22.20 0.19 AllstatePfdH .3187 5.2 24.31 –1.02 BrunswickNts2048 .4063 6.2 26.16 –0.30 EllingtonFinlPfdB .3906 6.8 23.01 –0.37 iStarPfdD .50 7.8 25.50 0.19 ProspectCapPfdA .3344 6.6 20.31 0.13 Tele&DataPfdVV .375 6.5 22.92 0.15
LevelOnePfdB .4688 7.1 26.25 –0.07 AllstatePfdI .2969 5.0 23.75 –0.29 BrunswickNts2049 .3984 6.0 26.36 0.36 EnbridgeNts2078 .3984 6.3 25.35 –0.38 iStarPfdG .4781 7.5 25.44 0.14 TVA Parrs .1385 2.2 25.07 –0.18
PrudentialNt58 .3516 5.5 25.43 –0.12
NASDAQ LibertyBroadPfdA .4375 6.5 26.77 –1.07 AltaEquipPfdA .625 9.2 27.13 –0.17 BrunswickNts2049 .4141 6.4 25.72 –0.44 EnerTransferPfdD .4766 7.9 24.21 –0.44 iStarPfdI .4688 7.4 25.30 –0.06
PrudentialNts2060 .2578 4.6 22.62 –0.33
TVA Bds D .1334 2.1 25.06 –0.19
LifeMD PfdA .6225 12.3 17.99 ... AlteraIPfdB .5313 35.7 5.95 –0.18 CMSEnerDeb78 .3516 5.6 25.24 –0.35 EnerTransferPfdE .475 7.8 24.35 –0.39 JPMChasePfdEE .375 5.8 25.82 –0.43 TerraIncmVI Nts .4375 6.8 25.80 0.47
AGNC InvPfdC .4375 7.2 24.38 –0.02 PublicStoragePfdL .2891 5.0 23.08 –0.26
MINDTech9%PfdA .5625 13.1 17.18 0.08 AlteraPfdA .4531 31.2 5.80 –0.14 CMSEnerNts2078 .3672 5.8 25.45 –0.53 EnerTransferPfC .4609 7.9 23.25 –0.61 JPMChasePfdJJ .2844 5.3 21.56 –1.06 TerraPropNts2026 .375 6.0 24.82 ...
AGNC InvtPfdD .4297 7.0 24.53 0.25 PublicStoragePfdN .2422 4.8 20.11 –0.37
NavientNts2043 .375 6.6 22.60 –0.18 AlteraPfdE .5547 36.2 6.13 0.11 CMSEnerNts2079 .3672 5.8 25.41 –0.68 EntergyBds66 .3047 4.9 24.86 –0.20 JPMChasePfdLL .2891 5.3 21.82 –1.08 TextainerPfdA .4375 6.8 25.56 0.25
AGNC InvtPfdE .4063 6.7 24.14 –0.25 PublicStoragePfdR .3667 4.9 20.47 –0.53
NecessityPfdA .4688 7.4 25.20 –0.30 AmerEqInvLifePfB .4141 6.4 26.07 –0.21 CMSEngyPfdC .2625 5.0 20.81 –0.43 EntergyLA Bds66 .3047 4.9 24.93 –0.18 JPMorganPfdDD .3594 5.6 25.58 –0.35 TextainerPfdB .3906 6.4 24.37 0.57
AGNC InvtPfdF .3828 6.6 23.33 –0.45 PublicStoragePfdS .2249 5.0 20.60 –0.65
NecessityPfdC .4609 7.3 25.09 –0.30 AmerEqInvPfdA .3719 5.9 25.38 –0.07 CNOFinDeb2060 .3203 5.6 22.97 –0.19 EntergyMS Bds .3063 4.9 25.00 –0.13 JPMorganPfdGG .2969 5.1 23.35 –0.45 Tri-Cont Pfd .625 4.6 54.88 –0.96
AirTPfd .50 8.7 23.02 –0.52 PublicStoragePfF .3219 5.1 25.03 –0.11
NewYorkMtgPfdD .50 8.4 23.90 –0.12 AmerFinDeb2059 .3203 5.0 25.38 –0.22 CTORealtyPfdA .3984 6.3 25.45 –0.13 EntergyBds66 .3438 5.4 25.23 –0.02 JPMorganPfdMM .2625 5.1 20.59 –0.57 TritonIntlPfdA .5313 8.0 26.55 –0.64
ArchCapitalPfdF .3406 5.6 24.34 –0.01 PublicStoragePfG .3156 5.1 24.60 0.01
NewYorkMtgPfdE .4922 8.2 24.10 –0.74 AmerFinDeb2060 .3516 5.5 25.58 0.10 CadenceBkPfdA .3438 5.5 25.17 0.01 EntergyNOLA Bds .3125 5.0 25.00 –0.05 KKR Pfd C .75 4.5 67.18 –3.39 TritonIntlPfdB .50 7.6 26.40 –0.35
ArchCapitalPfdG .2844 5.3 21.53 –3.91 PublicStoragePfH .35 5.4 25.77 –0.01
NewYorkMtgPfdF .4297 7.5 22.84 0.04 AmFinDeb .2813 5.0 22.47 –0.14 CapitalOnePfdI .3125 5.4 22.94 –0.76 EntergyTX PfdA .3359 5.3 25.33 ... KKR Nts 2061 .2891 5.3 21.86 –0.81 TritonIntlPfdC .4609 7.2 25.74 –0.17
PublicStoragePfI .3047 5.1 24.11 –0.36
ArgoBlockchainNts .5468 10.4 21.11 –0.96 NewYorkMtgPfdG .2479 8.1 21.65 –0.40 CapitalOnePfdJ .30 5.4 22.09 –0.70 EquitablePfdA .3281 5.6 23.51 –0.44 KKRRealEstFinPfdA .4063 6.6 24.60 –0.22 TritonIntlPfdD .4297 6.7 25.50 0.14
AmFinDeb2059 .3672 5.7 25.85 –0.47 PublicStoragePfJ .2937 5.1 23.18 –0.32
AtlUnionPfdA .43 6.6 26.25 –0.43 NewtekNts2024 .3594 5.7 25.22 –0.03 CapitalOnePfdK .2891 5.4 21.54 –0.90 EquitablePfdC .2688 5.4 20.01 –0.63 KeyCorpPfdE .3828 5.7 26.82 –0.06 TritonIntlPfdE .3594 6.2 23.28 –0.57
AmHomes4RentPfdF .3672 5.8 25.19 –0.02 PublicStoragePfK .2969 4.9 24.15 0.13
AtlanticusNts26 ... 24.56 ... NewtekNts2026 .3438 5.4 25.47 0.02 CapOneFinlPfdL .2734 5.4 20.28 –0.52 EquityCommonPfdD .4063 5.8 27.85 0.17 KeyCorpPfdF .3531 5.6 25.03 –0.47 TruistFinlPfdO .3281 5.3 24.70 –0.60
AmHomes4RentPfdG .3672 5.8 25.32 0.11 PublicStoragePfM .2578 4.8 21.40 –0.42
AtlanticusPfdB .47 7.8 24.50 –0.15 NorthernTrPfdE .2937 4.9 24.16 –0.49 CapOnePfdN .2656 5.2 20.33 –0.46 FNB PfdE .4533 6.8 26.54 –0.21 KeyCorpPfdG .3516 5.6 25.25 –0.47 TruistFinPfdI .25 4.7 21.41 –0.56
AmHomes4RentPfdH .3906 6.1 25.78 0.03 PublicStoragePfP .25 4.9 20.37 –0.40
AtlasNts2027 .4453 7.0 25.38 –0.10 OFSCapNts2028 .3197 5.0 24.95 –0.25 CedarRealtyPfB .4531 14.2 12.80 1.80 FedAgricMtgPfdC .375 5.8 25.83 –0.59 KimcoRealtyPfdL .3203 5.2 24.83 0.31 TruistFinlPfdR .2969 5.3 22.31 –0.68
AIG PfdA .3656 5.8 25.14 –0.49 PublicStoragePfQ .2469 4.9 20.28 –0.57
B.RileyNts2024 .4219 6.7 25.29 –0.19 OceanFirstPfdA .4375 6.8 25.86 –0.89 CedarRealtyPfC .4063 16.6 9.77 0.62 FedAgricMtgPfdD .3562 5.7 24.79 –0.37 KimcoRealtyPfdM .3281 5.3 24.65 –0.11 TsakosEnergyPfdD .5469 9.2 23.75 0.25
AnnalyCapPfdF .4344 7.4 23.52 –0.33 PublicStoragePfdO .2438 4.9 19.97 –0.54
B.RileyNts2025 .3984 6.4 25.07 –0.22 OfficePropNts2050 .3984 6.3 25.12 –0.01 CenterspacePfdC .4141 6.4 25.86 0.43 FedAgricMtgPfdE .3594 5.8 25.00 –0.11 LXP Ind Pfd C .8125 6.2 52.50 –0.50 TsakosEnergyPfdE .5781 9.7 23.96 0.32
AnnalyCapPfdG .4063 7.2 22.59 –0.18 QVC Nts 2068 .3906 7.3 21.51 –0.51
B.RileyNts2026 .3438 5.5 25.15 –0.10 OldNatlBncpPfdA .4375 6.8 25.86 –0.34 CentraisElBrasPf .1726 11.8 6.56 –0.20 FedAgricPfdG .3047 5.2 23.55 –0.58 CBTCS 04-6 .7931 5.8 27.25 –0.97 TsakosEnergyPfdF .5938 9.8 24.21 0.27
AnnalyCapPfdI .4219 7.0 24.09 –0.06 QVC Nts2067 .3984 7.3 21.75 –0.32
B.RileyNts2028 .375 6.1 24.60 0.20 OldNatlBncpPfdC .4375 6.8 25.75 –0.51 CharahNts2026 .5313 9.0 23.55 0.40 FedAgricMtgPfdF .3281 5.5 23.81 –0.48 LumentFinPfdA .4922 7.8 25.30 0.14 TwoHarborsPfdA .5078 8.1 24.97 0.13
ApolloAssetPfdA .3984 6.4 24.94 –0.04 QwestNts2056 .4063 6.6 24.45 –0.08
B.RileyPfdB .4609 7.1 26.05 –0.19 OntrakPfd .5938 44.8 5.30 –4.39 SchwabPfdD .372 5.9 25.20 –0.05 FedRealtyInvPfdC .3125 5.2 24.14 0.14 MFAFinPfdB .4688 7.7 24.46 –0.05 TwoHarborsPfdB .4766 8.1 23.56 –0.14
ApolloAssetPfdB .3984 6.3 25.15 –0.15 QwestNts2057 .4219 6.9 24.64 –0.39
BRileyFinlNt2026 .1979 5.2 24.14 –0.56 OxfordLaneNts2027 .3125 5.0 24.85 0.13 SchwabPfdJ .2783 5.0 22.37 –0.66 FirstEagleAltNts26 .3125 5.0 24.98 0.01 MFAFin6.5%PfdC .4063 7.3 22.35 –0.35 TwoHarborsPfdC .4531 8.1 22.32 –0.76
AptivPfdA 1.375 4.4 123.60 1.44 RLJLodgingPfdA .4875 7.3 26.65 –0.03
BRileyFinlPfdA .4297 6.7 25.55 –0.20 OxfordLaneNts2031 .4219 6.5 26.04 ... ChathamLodgPfd .4141 6.8 24.28 0.08 FirstHorizonPfdB .8281 6.3 26.25 –0.32 MaidenNts43 .4844 9.5 20.36 0.36 UMH PropPfdC .4219 6.7 25.11 –0.04
ArborRealtyPfdD .3984 7.3 21.90 –0.71 RPTRealtyPfdD .9063 6.3 57.48 –1.21
B.RileyNts2028 .3063 5.6 23.60 –0.04 OxfordLanePfd2024 .1406 6.7 25.13 –0.13 CherryHillPfdA .5125 8.2 25.00 –0.33 FirstHorizonPfdC .4125 6.2 26.57 –0.23 MaidenNts46 .4141 9.2 18.05 0.05 UMH PropPfdD .3984 6.2 25.62 0.02
ArborRltyPfdF .4688 6.5 24.16 –0.20 ReadyCapNts2023 .4375 6.6 26.50 –0.01
BRileyFin6.50%SrNt .4063 6.4 25.24 –0.16 OxfordLanePfd2027 .1302 6.3 24.72 –0.53 CherryHillPfdB .5156 8.3 24.81 –0.20 FirstHorizonPfdD .7625 5.8 26.35 0.01 MaidenPfdC .4453 .0 10.01 –1.34 US BancorpPfdB .2236 4.3 20.82 –0.41
ArborRealtyPfdE .3906 7.0 22.25 –0.16 ReadyCapNts2026 .3875 6.1 25.27 –0.07
BFC Cap Pfd .45 6.4 28.00 –0.48 OxfordLanePfd2029 .125 6.0 24.87 0.09 ChimeraInvPfdA .50 8.0 25.14 –0.11 FirstHorizonPfdE .4063 6.2 26.41 –0.48 MaidenPfdD .4187 .0 7.60 –1.90 US BancorpPfdK .3438 5.4 25.52 –0.19
ArcelorMittalNts .3438 1.9 71.06 3.29 ReadyCapNts2026 .3594 5.7 25.12 –0.23
BankOZKPfdA .32 5.6 20.64 –1.12 OxfordSquareNt24 .4063 6.4 25.35 –0.02 ChimeraInvPfdB .50 8.2 24.30 –0.58 FirstHorizonPfdF .2937 5.2 22.71 –0.73 MaidenPfdA .5156 .0 7.28 –0.63 US BancorpPfdL .2344 4.8 19.48 –0.66
ArgoGoupPfdA .4375 7.0 25.15 –0.60 ReadyCapPfdC .3906 6.8 23.03 –0.23
BlueknightEnerA .1787 8.5 8.45 –0.13 OxfordSquareNt26 .3906 6.2 25.33 0.08 ChimeraInvPfdD .50 8.3 24.11 –0.60 FirstRepBkPfd .2937 5.4 21.70 –0.89 Metlife pfA .25 4.4 22.89 –0.59 US BancorpPfdM .25 4.9 20.47 –0.70
ArgoGroupNts42 .4063 6.5 25.12 –0.03 ReadyCapPfdE .4063 7.0 23.18 –0.07
BrighthouseDeb58 .3906 6.3 24.99 –0.32 OxfordSquareNts28 .3438 5.4 25.39 –0.01 ChimeraPfdC .4844 8.3 23.31 –1.24 FirstRepBkPfdH .3203 5.3 24.30 –0.31 MetLifePfdE .3516 5.5 25.51 –0.25 US BancorpPfdO ... 22.84 –0.38
ArlingtonAssetPfB .4375 7.2 24.33 0.05 RegionsFinPfdB .3984 6.2 25.72 –0.54
BrighthousePfdA .4125 6.6 25.18 –1.10 ParamountPfdA 1.4375 10.6 54.00 –2.17 CitigroupPfdJ .4453 6.7 26.60 –0.30 FirstRepBkPfdI .3438 5.5 25.12 –0.32 MetLifePfdF .2969 5.1 23.19 –0.55 USCellularNts2069 .3906 6.4 24.45 –0.15
ArlingtonAssetPfC .5156 8.2 25.05 0.10 RegionsFinPfdC .3562 5.5 25.85 –0.59
BrighthousePfdB .4219 6.6 25.53 –0.52 PeoplesUtdPfdA .3516 5.5 25.72 –0.15 CitigroupPfdK .4297 6.6 26.08 –0.15 FirstRepBkPfdK .2578 5.1 20.05 –0.58 MidAmerAptPfdI 1.0625 6.9 61.80 –0.19 USCellularNts2070 .3438 5.9 23.14 –0.12
ArlingtonAsstNt25 .4219 6.7 25.02 –0.09 RegionsFinPfdE .2781 5.2 21.33 –0.58
BrighthousePfdD .3951 5.8 19.95 –0.80 PhenixfinNts2023 .3828 6.0 25.47 –0.06 CitigrpCapXIIIPf .4076 6.1 26.56 ... FirstRepBkPfdL .2656 5.3 20.15 –0.68 ModivPfdA .5326 7.3 25.10 0.03 USCellular5.5%SrNt .3438 5.9 23.11 –0.12
ArlingtonAsstNt26 .375 6.0 24.95 0.06 ReinsuranceGrpDeb .3875 6.1 25.23 –0.04
BrighthouseFinlPfC .3359 5.9 22.82 –0.87 PhenixfinNts2028 .2771 5.2 25.10 0.10 CitizensFinPfdD .3969 6.1 25.83 –0.10 FirstRepBkPfdM .25 5.1 19.62 –0.43 MorganStanleyPfd1 .3984 6.0 26.65 –0.17 UnumNts061558 .3906 6.0 25.92 –0.07
ArmadaHofflerPfA .4219 6.5 25.85 –0.24 ReinsuranceGrpDeb .3594 5.4 26.61 –0.50
PopularCapPfd .1276 6.0 25.45 –0.15 CitizensFinPfdE .3125 5.3 23.49 –0.38 FirstRepubBkPfdN .1906 5.3 21.08 –0.80 MorganStanleyPfdA .2417 4.6 21.82 –0.23 Urstadt Pfd H .3906 6.2 25.25 0.03
BroadcomPfdA 20.0 4.4 1832.37 –27.49 ArmourResPfdC .1458 7.2 24.15 –0.21
QurateRetailPfd 2.00 9.8 81.84 –6.97 CityOfficePfdA .4141 6.6 25.22 0.33 FordMotor6%Nts .375 5.9 25.23 –0.23 MorganStanleyPfdE .4453 6.7 26.78 –0.09 RenaissancePfdF .3594 5.7 25.21 –0.19 Urstadt Pfd K .3672 5.9 25.05 –0.16
BPP 5.75%Pfd3A .3594 6.8 21.06 –1.21 AshfordHospPfdG .4609 8.5 21.57 1.38 RexfordIndPfdB .3672 5.8 25.45 0.18
RBCBearingsPfdA 1.5417 5.0 100.62 –2.85 ClarivatePfdA 1.3125 8.8 59.84 4.63 FordMotor6.2%Nt .3875 6.1 25.38 –0.27 MorganStanleyPfdF .4297 6.5 26.51 –0.36 VirtusAllCvPfdA .3516 5.6 25.27 –0.15
BrookfieldPropPfd .4063 7.1 22.76 –0.94 AshfordHospPfdH .4688 8.8 21.30 1.10 RexfordIndPfdC .3516 5.6 25.10 –0.15
RamacoNts2026 .5625 8.4 26.84 0.05 Comcast DECS .3747 2.4 62.20 0.90 FortressTechPfdB .50 8.3 23.96 –0.01 MorganStanleyPfdK .3656 5.6 26.02 –0.55 VirtusAllCvPfdA .3438 5.5 24.91 –0.43
BrookfieldPropPf2A .3984 7.4 21.50 –1.34 AshfordHospPfdI .4688 8.9 21.00 0.50 RiverNorthPfdA .2734 5.0 21.77 –0.28
SLM Pfd B .4777 3.3 56.30 –0.21 CompassPfd .4922 7.6 25.87 –0.46 FortressTransPfC .5156 8.6 23.99 –0.79 MorganStanleyPfdL .3047 5.1 23.75 –0.63 VornadoPfdL .3375 5.8 23.44 –0.21
CHS Pfd .50 6.3 31.70 0.35 AshfordHospPfdD .5281 8.8 24.01 0.41 RiverNorthPfdB .2738 5.2 22.98 –0.28
SVB Fin PfdA .3281 5.5 23.94 –0.77 CompassPfdA .4531 7.6 23.90 –0.51 FortressTransPfdA .5156 8.6 24.00 –0.14 MorganStanleyPfdO .2656 5.1 20.95 –0.75 VornadoPfdN .3281 5.7 22.99 –0.11
CHS PfdB .4922 7.2 27.35 –0.05 AshfordHospPfdF .4609 8.1 22.83 2.08 RiverNorthPfdA .3672 5.8 25.35 –0.05
Sabre6.5%Pfd 1.625 5.5 119.03 1.14 CompassPfdC .4922 7.8 25.36 –0.28 FrankBSP PfdE .4688 8.0 23.30 –0.04 NGL EnergyPfdB .5625 .0 16.85 –0.15 VornadoPfdO .2781 5.6 19.86 –0.12
CHS PfdB2 .4437 6.6 26.75 –0.22 AspenInsPfd .3719 5.9 25.20 –0.39 SCE III Pfd .3594 6.2 23.19 –1.34
SelectiveInsPfdB .2875 5.4 21.38 –0.55 ConsumersEnerPf 1.125 4.3 104.55 –1.91 GAMCO PfdA .325 5.2 25.02 –0.13 NGLEngyPfdC .6016 .0 17.48 –0.08 VornadoPfdM .3281 5.7 23.10 0.09
CHS PfdB4 .4688 6.8 27.47 0.02 AspenInsPfd .3516 5.8 24.06 –0.39 SCE II Pfd .3187 5.8 22.12 –0.28
SotherlyHotelsPfB .50 .0 18.50 ... CorEnergyInfrPf .4609 9.8 18.87 –1.73 GabelliDivPfdH .3359 5.2 25.65 –0.29 NatlRurUtilNt2064 .3438 5.4 25.51 0.02 VoyaFinlPfdB .3344 5.3 25.46 –0.36
CHS PfdB3 .4219 6.3 26.80 –0.15 AspenInsPfd .3516 5.9 23.90 –0.16 SCE IV Pfd .3359 5.9 22.65 –0.52
SotherlyHotelsPfC .4922 .0 18.51 –0.25 Corts Aon KTN 1.0256 6.9 29.74 –0.66 GabelliDivPfdK .2656 5.0 21.20 –0.42 NatlStoragePfdA .375 5.9 25.41 0.14 W.R.BerkleyDeb59 .3187 5.2 24.56 –0.10
CNB Fin PfdA .4453 6.9 25.92 –0.31 AssdBancPfdE .3672 5.8 25.40 0.12 SCE V Pfd .3406 5.6 24.30 –0.41
SotherlyHtlsPfd .5156 .0 19.00 –0.13 Corts PECO KTH 1.00 6.3 31.75 0.05 GabelliEqPfdG .3125 5.0 24.99 –0.02 NaviosMariPfdH ... 19.10 1.80 WRBerkleyDeb58 .3562 5.6 25.31 –0.34
CadizPfdA .56 17.2 13.00 –0.03 AssdBancPfdF .3516 5.7 24.73 –0.27 SCE VI Pfd L .3125 5.8 21.70 –0.30
SuRoCapNts2026 .4333 5.9 25.54 –0.19 CostamarePfdB .4766 7.5 25.30 –0.18 GabelliEquityPfdK .3125 5.0 24.94 –0.48 NaviosMaritimPf ... 19.40 2.18 WRBerkleyDeb60 .2656 4.9 21.83 –0.65
CapitalaFinNts22 .375 6.0 25.08 0.01 AssurantNts2061 .3281 5.6 23.34 –1.00 SITECtrsPfdA .3984 6.4 24.97 0.12
SynchronossNts2026 .5234 9.6 21.70 0.23 CostamarePfdC .5313 8.3 25.60 0.10 GabelliEqPfdH .3125 5.0 25.00 –0.04 NewResidentialPfdB .4453 7.8 22.97 –0.50 W.R.BerkleyDeb61 .2578 4.6 22.58 –0.09
CarecloudPfdA .2292 10.9 25.33 0.01 TexasCapBcshsPfdB .3594 5.9 24.52 –0.32 AthenePfdA .3969 6.0 26.55 –0.14 CostamarePfdD .5469 8.5 25.72 0.02 GabelliMultiPfdG .3203 5.0 25.38 0.33 NewResidentialPfdC .3984 7.6 21.05 –0.54 SLGreenRealtyPfd .4063 6.5 25.07 –0.01 WebsterPfdG ... 25.31 –0.04
CarecloudPfdB .1641 8.6 25.42 0.16 TravelCtrsNt28 .5156 8.1 25.60 –0.53 AthenePfdB .3516 5.6 24.92 0.58 CostamarePfdE .5547 8.4 26.30 0.07 GabelliMultPfdE .3203 5.1 25.00 –0.09 NewResidentPfdA .4688 7.7 24.38 –0.42 SachemCapPfdA .4844 7.7 25.04 –0.21 WebsterFinlPfdF .3281 5.6 23.33 –0.25
CarlyleNts2061 .2891 5.6 20.64 –0.63 TravelCtrsNt29 .50 7.9 25.22 –0.11 AthenePfdC .3984 .0 26.64 –0.21 Cullen/FrostPfdB .2781 5.0 22.05 –0.37 GabelliUtilPfdC .3359 5.3 25.60 –0.29 NewResidentInvPfdD .4375 7.3 23.81 –0.34 SafeBulkersPfdC .50 7.9 25.28 0.20 WellsFargoPfdA .4141 6.3 26.38 –0.10
ChickenSoupNts .59 9.2 25.72 –0.09 TravelCtrsNt30 .50 7.9 25.24 –0.57 AthenePfdD .3047 5.7 21.22 –0.23 CustomersBncpNt34 .3359 5.3 25.46 –0.37 GasLogPfdA .5469 8.4 26.00 –0.07 NYComBncpPfdA .3984 6.1 25.96 0.03 SafeBulkersPfdD .50 8.0 25.12 0.12 WellsFargoPfdAA .2937 5.4 21.78 –0.90
ChickenSoupPfdA .2031 9.8 24.97 0.22 TriStateCapPfA .4219 6.6 25.70 –0.31 AtlasPfdD .4969 7.8 25.41 0.26 CustomersBncpPfdE .3339 5.4 24.92 –0.12 GasLogPtrsPfdA .5391 8.5 25.49 –0.75 NY CmtyCap V .75 6.0 50.08 –0.08 Saratoga7.25Nts .4531 7.1 25.54 0.01 WellsFargoPfdACC .2734 5.3 20.75 –0.64
ConiferNts2023 .4219 7.1 23.61 0.16 TriStateCapPfB .3984 6.2 25.65 –0.07 AtlasPfdH .4922 7.8 25.17 0.06 CustomersBncpPfdF .375 5.1 24.27 –0.42 GasLogPtrsPfdB .5125 8.2 25.05 –0.35 NexPtDivRlEstPfdA .3438 6.5 21.15 –0.15 SaulCentersPfdD .3828 6.1 24.99 –0.01 WellsFargoPfdADD .2656 5.3 20.10 –0.62
ConnectOnePfdA .3281 5.4 24.20 –0.37 TriumphBncpPfdC .4453 6.8 26.01 –0.29 AtlasPfdI .50 7.7 26.05 0.05 DCPMidstrmPfdB .4922 8.1 24.43 0.17 GasLogPtrsPfdC .5313 8.5 25.12 –0.43 NexPointPfdA .5313 8.3 25.55 0.21 SaulCentersPfdE .375 6.0 25.00 ... WellsFargoPfdAY .3516 5.6 24.97 –0.19
CowenNts2033 .4844 7.5 26.00 –0.35 UtdCmtyBksPfdI .4297 6.6 26.14 –0.09 AvantorPfdA .78 3.0 103.44 2.36 DCPMidstrmPfdC .4969 8.2 24.28 –0.40 GenAmInv pfB .3719 5.6 26.71 0.01 NextEraEnDebN .3531 5.5 25.59 –0.26 ScorpioTankersNts .4375 7.1 24.67 0.05 WellsFargoPfdAZ .2969 5.5 21.79 –0.97
DivrsHlthcrNts42 .3516 7.6 18.55 –0.05 ValleyNatlPfdA .3906 6.0 26.05 –0.09 BIPBermudaNts .3203 5.5 23.12 –0.13 DTE EnergyDeb77 .3281 5.3 24.84 –0.02 GenieEnergyPfd .1594 7.2 8.90 0.10 NiaMoPwr pfB .90 3.7 98.55 1.89 SeapeakPfdA .5625 9.0 25.06 1.60 WellsFargoPfdQ .3656 5.9 25.00 –0.15
DivrsHlthcrNts46 .3906 7.8 20.01 0.08 ValleyNatlPfdB .3438 5.5 24.85 –0.36 Babcock&WilcxNt26 .5078 7.9 25.70 0.32 DTE EnergyDeb80 .2734 4.9 22.29 –0.16 GeorgiaPwrNt77 .3125 5.0 24.99 0.38 NiaMoPwr pfC .975 4.0 97.20 –0.80 SeapeakPfdB .5313 8.6 24.64 1.92 WellsFargoPfdL 18.75 5.8 1304.00 –32.00
EnstarPfdD .4375 6.8 25.82 –0.34 ViaRenewablesPfdA .5469 8.6 25.37 0.13 BabcockWilcoxPfdA .4844 7.8 24.70 –0.10 DTE EnergyDebE .2734 4.8 22.75 –0.48 GlbIndemnityNts .4922 7.8 25.40 0.07 NiSourcePfdB .4063 6.2 26.20 –0.05 SempraNts79 .3594 5.6 25.76 –0.24 WescoPfdA .6641 9.0 29.46 0.16
EnstarPfdE .4375 6.8 25.78 –0.20 WashFedPfdA .3047 5.6 21.86 –0.42 BabcockWilcoxNts .4063 6.7 24.40 0.33 DanaherPfdA 11.875 2.7 1761.75 –60.96 GlMedREIT PfdA .4688 7.4 25.50 0.10 NuSTAR PfdA .4361 7.6 23.05 –0.09 SeritageGrwPfdA .4375 8.0 21.75 –0.47 WesternAlliancePfd .2656 4.4 24.27 –0.28
EntFinlSvsPfdA .4097 5.4 23.16 –1.31 WesBancoPfdA .4219 6.4 26.25 –0.40 BancCA PfdE .4375 7.0 24.99 ... DanaherPfdB 12.5 3.4 1467.92 –19.24 GlbNetLeasePfdA .4531 7.2 25.18 0.01 NuSTAR PfdB .4766 9.2 20.81 –0.17 SilvergatePfdA .336 6.3 21.34 –0.42 XAIOctagonPfd .4063 6.3 25.71 –0.13
Complete FOREIGN EXCHANGE LIST: Page M72 Foreign Markets Key Cross Rates $1=€.9162, ¥117.33, £.7670
Europe GLOBAL STOCK MARKETS Asia

Western Front: Europe’s stocks showed muscle, In Local Currencies In U.S. Dollars1 Bounced: The West mulled sanctions for China’s
as the EU united in cutting Russia’s cash flows. Week's Week's support of Russia. Our SEC warned of delistings.
Index % Chg. 3/11 52-wk Range % Chg. 3/11 52-wk Range
S&P Europe BMI 2.33% The World –1.8 2179.0 2477.0– 2087.4 –1.9 2840.0 3248.1– 2767.3 -2.91% S&P Pan Asia BMI
E.A.F.E.2 1.0 1222.9 1383.0– 1184.5 0.4 2043.9 2404.8– 1977.6
Finland 6.46 Australia –0.5 1382.9 1494.6– 1311.8 –1.0 904.0 1005.8– 838.5 India 2.53
Austria 4.7 559.7 776.9– 507.6 5.1 1159.6 1683.3– 1043.0
Spain 5.28 Belgium 3.4 905.3 1027.7– 848.9 3.9 1230.4 1543.7– 1144.5 Indonesia 0.43
Canada 0.1 2691.3 2732.1– 2338.8 0.6 2291.3 2351.4– 2007.0
Sweden 4.42 Denmark 0.3 13994.3 15982.8– 11895.3 0.7 15472.7 18519.0– 14170.7 Singapore 0.08
Finland 5.9 741.9 918.0– 691.8 6.3 539.7 721.3– 499.1
Germany 4.16 France 3.4 2240.1 2627.0– 2128.9 3.9 2076.5 2517.2– 1957.3 -0.69 Australia
Germany 4.1 956.8 1160.9– 900.2 4.5 1962.8 2580.5– 1831.5
France 3.55 Greece 1.1 43.5 50.6– 40.4 1.5 17.7 21.4– 16.5 -1.25 Thailand
Hong Kong –1.5 15079.4 19126.2– 14590.0 –1.7 10702.1 13682.0– 10364.0
Belgium 3.24 Ireland 3.8 239.4 310.7– 222.4 4.3 200.2 280.7– 184.5 -1.84 South Korea
Italy 2.2 726.0 887.5– 700.7 2.6 257.0 325.1– 246.0
Italy 2.59 Japan –2.6 1099.9 1294.8– 1076.6 –4.4 3389.9 4257.8– 3352.1 -1.90 Malaysia
Netherlands 1.2 2257.4 3087.5– 2151.3 1.6 4061.0 5880.4– 3839.5
U.K. 2.48 New Zealand –2.2 151.9 184.0– 148.6 –2.1 157.8 200.0– 148.3 -2.03 Hong Kong
Norway –1.4 3492.9 3643.5– 3024.3 –1.0 2791.0 3036.0– 2493.3
Switzerland 1.79 Portugal3 6.1 104.2 109.9– 92.0 6.6 74.9 83.6– 68.2 -2.50 Japan
Singapore 0.2 1423.6 1738.7– 1379.0 0.3 3220.7 3972.5– 3108.2
Greece 1.73 Spain 5.0 801.6 905.5– 756.0 5.5 369.8 461.9– 345.9 -2.65 Taiwan
Sweden 5.0 16756.2 20138.9– 15901.7 6.8 8940.9 11695.4– 8256.1
Netherlands 1.72 Switzerland 1.5 1522.4 1731.5– 1442.2 0 7008.9 8117.6– 6666.2 -2.86 New Zealand
U.K. 2.3 2045.2 2177.8– 1871.7 1.2 1115.3 1235.7– 1070.3
Denmark 0.71 U.S.A. –3.0 4017.2 4621.2– 3773.7 –3.0 4017.2 4621.2– 3773.7 -3.38 Philippines
Base Jan. 1, 1970=1001Adjusted for foreign exchange fluctuations relative to the U.S. $.
2Europe, Australasia, Far East Index.3Base: Jan. 1, 1988=100.
Norway 0.19 -8.86 China
Source: Morgan Stanley Capital International Perspective, Geneva.
Indexes based on S&P Global Broad Market Indices Source: S&P DJ Indices Indexes based on S&P Global Broad Market Indices Source: S&P DJ Indices
KEY FOREIGN STOCK MARKET INDEXES S&P Global Broad Market Indices
S&P Global S&P Global SP Global Point
Most Recent Week’s Year-to-Date Most Recent Week’s Year-to-Date Indexes, Indexes, Indexes, Chg. % Chg.
Close %Chg. Chg. % Chg. Close %Chg. Chg. % Chg. Region/ Local Curr. Wkly U.S. $ Wkly U.S. $ on From From
Country 03/11/22 % Chg. 03/11/22 % Chg. 12/31/21 12/31/21 12/31/21
Amsterdam AEX 674.80 +0.46 –123.13–15.43 Mexico City IPC 53300 –0.04 +28.26 +0.05 Americas 451.15 — 2.59 509.85 — 58.70 — 11.51
Brazil 990.78 — 3.07 221.70 — 2.30 194.62 27.08 13.92
Athens General 827.96 +0.76 –65.38 –7.32 Milan FTSE All Share 24992 +1.89 –4949.07–16.53 Canada 658.91 0.27 659.39 0.78 657.05 2.34 0.36
Chile 315.02 — 0.06 172.37 0.72 147.46 24.91 16.90
Bangkok SET 1658.01 –0.82 +0.39 +0.02 Moscow RTS 936.94 –32.66 –658.82–41.29 Mexico 883.51 — 0.14 341.20 — 0.02 349.74 — 8.54 — 2.44
U.S. 42581.35 — 2.79 42581.35 — 2.79 48634.31 — 6052.95 — 12.45

Bombay Sensex 55550 +2.24 –2703.53 –4.64 Oslo Composite 1323.87 –0.40 +16.18 +1.24 Latin America 238.74 — 1.44 216.14 22.60 10.46
Europe 412.70 2.77 484.02 — 71.32 — 14.73
Brussels Bel-20 3899.24 +3.69 –410.91 –9.53 Paris CAC 6260.25 +3.28 –892.78–12.48 Austria 301.84 4.29 274.75 4.74 345.84 — 71.09 — 20.55
Belgium 342.72 3.24 311.96 3.68 350.77 — 38.81 — 11.06
Santiago Selective 3015.02 –0.17 +208.85 +7.44 Denmark 2670.08 0.71 2467.98 1.15 2885.76 — 417.78 — 14.48
Buenos Aires Merval 88999 –0.58 +5498.95 +6.59
Finland 1560.55 6.46 1420.49 6.92 1754.30 — 333.81 — 19.03
Sao Paulo Bovespa 111713 –2.41 +6890.63 +6.57 France 455.75 3.55 414.85 4.00 491.27 — 76.43 — 15.56
Copenhagen OMX 20 1657.63 +0.33 –206.35–11.07
Germany 466.96 4.16 425.05 4.61 519.74 — 94.70 — 18.22
Seoul Composite 2661.28 –1.92 –316.37–10.62 Greece 22.04 1.73 21.96 2.17 22.50 — 0.54 — 2.40
Dublin ISEQ 6900.44 +0.57 –1544.08–18.28
Ireland 730.38 2.45 664.83 2.89 837.54 — 172.71 — 20.62
Shanghai Composite 3309.75 –4.00 –330.03 –9.07 Italy 228.13 2.59 207.66 3.03 256.37 — 48.71 — 19.00
EURO STOXX SXXE 409.44 +3.51 –69.40–14.49
Netherlands 839.33 1.72 764.01 2.16 1003.04 — 239.03 — 23.83
Shenzhen B Share Idx 1088.99 –3.77 –84.81 –7.23 Norway 743.26 0.19 582.48 0.60 593.85 — 11.37 — 1.91
EURO STOXX 50 SXSE 3686.78 +3.68 –611.63–14.23
Portugal 68.49 5.97 68.24 6.42 71.59 — 3.36 — 4.69
Singapore FTSE STI 3249.66 +0.71 +125.98 +4.03 Russia 1670.03 — 1.17 104.46 — 8.96 291.19 — 186.73 — 64.13
Frankfurt DAX 13628 +4.07 –2256.75–14.21 Spain 366.70 5.28 333.79 5.73 368.96 — 35.16 — 9.53
Stockholm OMXS 850.52 +4.63 –186.62–17.99 Sweden 1564.79 4.42 1143.69 6.21 1497.71 — 354.01 — 23.64
Helsinki OMHX 10780 +6.62 –2081.84–16.19 Switzerland 666.89 1.79 1043.17 0.25 1209.16 — 165.99 — 13.73
STOXX Europe 50 SXSP 3491.13 +1.93 –327.33 –8.57 United Kingdom 286.35 2.48 248.17 1.46 268.74 — 20.57 — 7.65
Hong Kong Hang Seng 20553 –6.17 –2843.88–12.15 South Africa 1067.94 — 0.39 347.48 2.59 310.28 37.20 11.99
STOXX Europe 600 SXXP 431.17 +2.23 –56.63–11.61 Pacific Region 245.35 — 3.88 276.29 — 30.94 — 11.20
Istanbul IMKB 2053.85 +3.17 +196.20+10.56 Australia 515.50 — 0.69 547.80 — 1.09 577.80 — 30.00 — 5.19
Sydney S&P/ASX 200 7063.60 –0.66 –381.04 –5.12
China 398.69 — 8.86 488.59 — 9.05 599.44 — 110.85 — 18.49
Jakarta Composite 6922.60 –0.08 +341.12 +5.18 Hong Kong 433.52 — 2.03 429.55 — 2.22 464.98 — 35.43 — 7.62
Taipel Weighted 17264 –2.66 –954.10 –5.24
India 1684.35 2.53 863.96 1.96 940.54 — 76.58 — 8.14
Johannesburg All Share 73685 –1.40 –23.50 –0.03 Japan 140.56 — 2.50 150.01 — 4.32 169.63 — 19.62 — 11.57
Tel Aviv 125 Index 2019.25 –0.86 –37.26 –1.81
Malaysia 233.51 — 1.90 145.73 — 2.29 149.91 — 4.19 — 2.79
Kuala Lumpur Composite 1568.22 –2.23 +0.69 +0.04 New Zealand 358.49 — 2.86 477.49 — 2.83 546.91 — 69.42 — 12.69
Tokyo Nikkei-225 25162 –3.17 –3628.93–12.60
Philippines 371.87 — 3.38 283.75 — 4.39 292.38 — 8.63 — 2.95
LISBON PSI 4179.42 +6.15 –4.76 –0.11 Singapore 190.18 0.08 228.05 0.18 258.08 — 30.03 — 11.64
Toronto S&P/TSX 21461 +0.28 +238.99 +1.13
South Korea 1030.43 — 1.84 1418.15 — 3.25 1640.02 — 221.87 — 13.53
London FTSE - 100 7155.64 +2.41 –228.90 –3.10 Taiwan 171.74 — 2.65 197.42 — 3.60 215.25 — 17.83 — 8.28
Vienna ATX 3179.15 +4.92 –681.91–17.66
Thailand 361.46 — 1.25 522.99 — 3.05 524.75 — 1.76 — 0.34
Euro Zone 146.52 4.04 177.35 — 30.83 — 17.39
Madrid IBEX 35 8142.10 +5.46 –571.70 –6.56 Wellington S&P/NZX 50 11821 –2.64 –1212.39 –9.30
Europe Developed (ex U.K.) 541.09 3.21 650.74 — 109.65 — 16.85
Europe (Nordic) 1211.81 4.13 1483.23 — 271.43 — 18.30
Manila Composite 7112.19 –3.13 –10.44 –0.15 Zurich Swiss 11495 +1.73 –1379.97–10.72
Pacific (ex. Japan) 342.15 — 3.66 384.48 — 42.34 — 11.01
World (ex US) 219.99 — 1.22 248.90 — 28.91 — 11.62
Indexes are based on local currencies. Because of various holidays and other market closings, the most recent close is not necessarily S&P Global Broad Market Indices 326.11 — 2.14 370.92 — 44.81 — 12.08
that of the week of publication. GLOBAL DOW 3878.33 — 0.72 4137.77 — 259.44 — 6.27
s2022 S&P Dow Jones Indices. All Rights Reserved.
Mutual Funds Data provided by
Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. CASH TRACK NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
SDIPB 11.18 0.06 1.8 19.4 LargeCapGrowthA 51.77 -1.97 -20.3 47.6 ComdtyRet r 31.68 NA NA NA
A Sustain Equity 41.81
American Century I:
-1.28 -13.7 NS Flow: Cash arriving at equity funds upped the past month’s average weekly inflow to $13.2 LargeCapGrowthI 59.43
LargeCapValueA 37.12
-2.26
-0.60
-20.3
-6.4
48.8
42.8
Cullen Funds:
HiDivEqI r 16.01 -0.30 -4.2 27.6
AAM: CaHYMu 10.60 -0.15 -4.9 11.4 billion. Cash flowing back to taxable-bond funds shrank average outflows to $6.8 billion. Out- LargeCapValueI 37.04 -0.60 -6.4 44.0
B&GIncGroClI 22.93 -0.69
AB Funds:
-10.0 38.6 DiscCoreVal
DivBnd
33.99
10.42
-0.62
-0.19
-5.1
-4.7
47.4
9.6 flows at muni-bond funds were $2.6 billion. Money-market outflows shrank to $3.9 billion.
MidCapA 35.51
SmallCapGrowthA 37.48
-0.74
NA
-15.5
NA
45.1
NA D
AlBeGblBndFdClZ p 7.89 -0.13 -4.4 4.9 EmgMkt 11.62 -0.58 -18.2 9.5 SmallCapGrowthI 41.68 NA NA NA Davenport:
AllMktRlRtnPtZ 10.11 -0.03 4.3 41.2 EqInc 9.50 -0.17 -3.7 30.1 SmallCapGrowthIS 42.54 NA NA NA Davenport Core n 29.92 -0.75 -12.7 45.8
AllMktRtrn1 10.03 -0.03 4.3 40.2 FocusDynamGrowth 44.57 -1.75 -21.5 65.5 Equity Funds Municipal Bond Funds Clipper: EqOpp n 22.28 -0.67 -15.3 56.7
CapFdInc.LCapGow 79.53 -3.10 -19.5 65.1 Growth 45.19 -1.73 -18.5 68.8 14900 12400 ClipperFd n 122.98 -3.48 -9.8 34.7 Val&Incm n 19.42 -0.36 -4.4 36.8
DiscovValFd 22.99 -0.30 -7.8 38.7 IntTF 11.34 -0.11 -3.9 8.5 Cohen & Steers: Davis Funds A:
IntDurInstl 14.45 -0.29 -4.9 8.6 MdCapVal 17.61 -0.28 -2.1 41.9 GblInfrI 22.90 -0.33 -3.5 24.8 NYVen A 25.73 -0.90 -11.0 29.0
IntlStraEquPtZ 11.67 -0.23 -12.1 11.8 OneChoice2035 15.82 -0.30 -9.1 28.2 10100 4500 GlbRltyI 60.67 -0.44 -8.7 26.3 Davis Funds C & Y:
MuniIncmShares 12.08 -0.19 -5.5 17.1 SDIPB 11.16 0.05 1.6 17.7 InstlRlty 53.02 -0.81 -10.4 44.8 NYVenY 26.67 -0.93 -10.9 29.9
SmCapGrwPortZCl 64.27 -1.94 -25.2 41.0 SmCapVal 10.41 -0.07 -6.3 60.4 IntlRltyI r 11.07 0.04 -7.8 10.8 Del Invest Instl:
AB Funds - A: Ultra 74.27 -2.99 -19.3 76.1 5300 -3400 PrefSecIncmA 13.11 -0.10 -6.2 14.3 CorpBdI 5.67 -0.16 -8.6 13.1
BalWlthStrA p 15.02 -0.36 -9.5 19.1 American Century Ins: PrefSecIncnI 13.15 -0.10 -6.1 15.4 USGrw 16.76 -0.84 -23.5 37.4
GlobalBondA p 7.89 -0.13 -4.5 4.0 CAIntTf 11.67 -0.11 -3.7 6.6 RltyIncA p 18.44 -0.30 -10.9 42.5 Value 20.23 -0.56 -4.4 30.1
GrowthA p 90.90 -3.71 -19.7 49.9 American Century Inv: 500 -11300 RltyIncI 19.68 -0.31 -10.8 43.6 Delaware Invest A:
HighIncomeA p 7.41 -0.11 -5.6 10.2 Balanced n 17.28 -0.45 -10.3 30.0 RltyShs n 74.77 -1.16 -10.4 44.2 Diver Inc p 8.46 -0.17 -6.1 10.4
LgCpGrA p 71.06 -2.78 -19.6 63.5 CaHYMu n 10.61 -0.14 -4.9 10.8 Colorado BondShares: GroInA p 13.86 -0.34 -1.8 36.1
MuCA A p 11.01 -0.12 -4.0 8.2 CAIntTF n 11.66 -0.12 -3.8 5.9 -4300 -19200 ColoradoBdShs 9.13 -0.06 -2.0 13.2 OppA p 32.94 -0.74 -6.7 39.6
NtlMuA p 10.26 -0.12 -4.3 8.3 DiscCoreVal n 33.90 -0.61 -5.2 46.5 Jan Feb Mar Jan Feb Mar Columbia Class A: SmCpValA p 72.88 -0.48 -4.7 40.1
RelatValA p 6.30 -0.16 -4.5 40.1 DivBnd n 10.42 -0.19 -4.6 9.0 AcornA t 7.55 -0.32 -24.6 15.7 SMIDCapGrA p 22.44 -1.13 -25.4 44.6
SmCpGroA p 55.80 -1.69 -25.3 39.6 EmgMkt nr 11.32 -0.56 -18.3 8.9 AMTTEBd 15.91 -0.24 -5.8 8.5
SmMdCpGrA p 10.03 -0.29 -24.1 38.5 EqGro n 27.72 -0.61 -11.4 46.4
Money Market Funds Taxable Bond Funds BalancedA t 47.02 -1.09 -8.1 41.1
TxUSA p 11.53 -0.21 -6.4 13.6
SustGlblThemGrA p 141.28 -3.98 -20.2 57.2 17400 4300 Deutsche DWS:
EqInc n 9.48 -0.17 -3.7 29.2 BldrAggrsv 12.31 -0.33 -11.2 32.8 CapGrth p 101.95 -4.16 -18.6 64.2
AB Funds - ADV: FocusDynamGrowth n 43.98 -1.74 -21.5 64.5 BldrMod p 10.52 -0.24 -8.9 23.3 CapGrth n 103.76 -4.24 -18.6 65.4
ConGroAdv 48.76 -1.66 -19.1 56.6 Grwth n 43.94 -1.68 -18.6 67.8 9400 ContCoreA p 29.66 -0.79 -10.0 61.3 CoreEq n 30.27 -0.88 -9.9 52.9
GlbBd 7.89 -0.13 -4.3 4.9 Heritage n 19.82 -0.86 -22.7 43.3 DisplCoreA p 12.86 -0.42 -11.3 49.9 EqDivA 52.57 -2.06 -4.8 19.1
HiIncmAdv 7.42 -0.12 -5.6 11.0 InfAdjBd n 12.89 0.05 0.2 24.7 300 DivIncA t 29.24 -0.83 -7.5 45.2
IntlSmCapPtADV 11.28 -0.20 -13.2 16.3 Intl Gr n 11.75 -0.10 -20.4 25.2
1400 DivOpptyA 37.38 -0.66 -2.1 38.4
GblGrwS n 37.40 -0.73 -21.4 21.4
IntlStraEquPtADV 11.65 -0.23 -12.1 11.7 GNMA S n 13.19 -0.14 -2.8 4.6
IntlOppt n 9.35 -0.14 -22.0 23.8 EqValA 12.47 -0.16 -7.9 29.8 HiIncA 4.55 -0.06 -4.9 13.3
IntlStrgCore 12.37 -0.14 -10.8 13.4 IntTF n 11.33 -0.12 -4.0 7.7 -6600 FocEqA t 15.57 -0.65 -18.0 63.4 MgdMuniA p 8.72 -0.13 -5.2 6.8
LgCpGrAdv 79.68 -3.11 -19.5 64.7 FocLgCapVal n 10.43 -0.19 -2.9 35.6
-3700 GlobEq 15.66 -0.56 -20.3 51.3
MuniBdInfl 11.10 0.03 -0.2 16.3 MgdMuniS n 8.74 -0.12 -5.1 7.6
NationalPtf 10.26 -0.12 -4.2 9.1
MdCapVal n 17.59 -0.28 -2.2 41.0 -14600 GlobTech 59.72 -2.28 -18.1 114.2 S&P500S n 39.65 -1.17 -11.6 57.6
OneChAgg n 15.66 -0.33 -11.5 34.5 HiYldBd 11.30 -0.19 -5.5 14.0 TechA 28.42 -1.17 -22.2 72.9
SelectUSLgShrt 13.76 -0.19 -5.2 36.4 OneChCon n 13.74 -0.21 -7.3 24.7 IncmBldr t 12.36 -0.20 -5.5 19.0
SmCapCorePortADV 13.54 -0.22 -11.4 33.5 OneChMod n 15.31 -0.29 -10.0 30.0
-22600 -7700 LgCpGrowA t 49.92 -1.76 -18.4 67.7
Diamond Hill Funds:
SmMdCpGr 11.30 -0.32 -24.1 39.5 LgCapA pn 32.60 -0.84 -8.2 47.7
OneChoice2025 n 14.13 -0.23 -7.5 23.9 Jan Feb Mar Jan Feb Mar LgCpIdx pn 54.18 -1.59 -11.6 56.9 LgCapI 32.79 -0.85 -8.1 48.9
SmMidCpValAdv 23.95 -0.31 -7.8 38.4 OneChoice2035 n 15.80 -0.30 -9.2 27.4 LgCpVl A 16.19 -0.44 -5.1 43.6
SustGlbThemAdv 153.13 -4.30 -20.2 58.4 LgCapY 32.83 -0.85 -8.1 49.4
OneChoiceRet n 12.67 -0.20 -7.1 22.3 The charts above show four-week moving averages of net cash flow in millions of dollars. BARRON'S • Lipper FMI LiGoBalA p 11.45 -0.29 -10.1 28.1 LongShortI 27.85 -0.32 -2.9 30.9
SutblIntlThemat 19.06 -0.25 -19.8 31.1 Select n 97.57 -2.99 -16.4 68.4 MdCpIndxA pn 15.59 -0.27 -9.4 40.7
TxMgdWlthAppAdv 18.42 -0.44 -12.2 35.5 SmMidCapI 26.21 -0.53 -7.6 37.8
SmCapGrowth n 17.83 -0.30 -17.7 53.5 MidCapGthA t 19.07 -0.93 -24.5 39.2 Dimensional Fds:
WlthApprStr 18.19 -0.43 -12.1 36.2 SmCpVal n 10.28 -0.07 -6.3 59.4 SelgComuInfoA 106.78 -4.26 -17.6 113.2
AB Funds - C: Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. 2TGlFxd 9.75 -0.04 -1.3 1.3
Sustain Equity n 41.59 -1.29 -13.9 58.7 SelMidCpValA 13.00 -0.24 -7.2 48.9 5GlbFxdInc 10.37 -0.12 -3.1 0.1
LgCpGrC t 47.28 -1.85 -19.7 59.8 Ultra n 70.70 -2.84 -19.3 75.1
NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
SmCapGthA t 19.65 -0.70 -24.9 44.4
AB Funds - I: CAIntrTrmMuniBd 10.41 -0.07 -2.8 2.4
GlbBd 7.89 -0.13 -4.3 4.9 Value n 8.82 -0.09 -1.0 42.2 TSSmCapGrFd Z 15.41 -0.41 -16.2 55.2 FifthAvenueInst 37.04 -2.20 -33.3 30.3 AdvSmCapInst 17.52 -0.42 -17.7 28.6 NtlShTMuni 12.59 -0.05 -1.9 2.3 SmCpIdxA pn 26.87 -0.30 -8.3 39.3 CASTMuniBd 10.16 -0.02 -0.8 0.9
American Century R6: YachtmanFocFd I 19.98 -0.42 -5.4 45.0 GlobalAdvInst 34.01 -1.84 -35.5 38.3 BalCapFd 24.22 -0.61 -9.8 36.2 Boston Trust Walden: StratIncA 23.25 -0.36 -4.7 10.2 Cont 28.95 0.80 -15.2 32.9
LgCpGroI 79.10 -3.08 -19.5 64.6 AmCentUltraFdR6 74.74 -3.00 -19.2 76.9 TaxEA 12.82 -0.16 -5.0 7.3
SmCpGroI 63.73 -1.93 -25.2 40.6 YacktFocFd N n 20.05 -0.42 -5.5 44.2 GrowthInst 98.57 -2.99 -19.0 53.2 BasicVal 19.00 -0.35 -2.3 39.8 BostonBalanced 60.46 -1.62 -10.4 35.8 DFARlEst 46.54 -0.76 -10.1 36.4
Aberdeen Fds: EmgMkt 11.63 -0.58 -18.2 10.0 YacktmanFd I 23.28 -0.49 -5.0 45.0 OpptortunityInst 32.22 -1.20 -26.5 85.8 CAInsMun 12.54 -0.15 -4.0 6.9 Braddock Multi Strat: TechA p 55.01 -2.04 -20.2 79.7 EmgMkt 28.99 -1.15 -8.1 16.6
EmMktEqty Inst 14.16 -0.65 -17.9 11.4 EqInc 9.51 -0.17 -3.6 30.6 Angel Oak Funds Trst: PartnersInst 156.80 -6.32 -23.9 215.0 CapAppr 33.97 -1.38 -22.6 53.0 Income Fund 7.03 -0.07 -3.2 -22.6 ThermoA 16.06 -0.30 -5.6 42.4 EmgMktSoCoEq 14.52 -0.56 -9.1 16.4
UltStMuniIncInst 10.01 -0.01 -0.2 1.8 Growth 45.28 -1.73 -18.5 69.6 AglOkMtiStFdClIn 10.03 -0.06 -1.3 5.0 RealEstateInst 35.47 -0.80 -14.2 87.7 EmgMkts 24.52 -1.20 -18.3 16.7 Bridge Builder Trust: TotReBdA t 34.90 -0.84 -5.9 12.9 EmgMktVa 29.72 -1.00 -4.2 14.1
USSmCapEq Inst 36.75 -0.54 -17.2 51.4 InfAdjBd PACH R6 12.87 0.05 0.2 25.6 AQR Funds: SmallCapInst 31.73 -0.59 -21.5 43.5 EqtyDivd 21.17 -0.32 -2.4 42.6 CoreBond 9.88 -0.19 -4.8 10.0 Columbia Class Adv: EmMktCorEq 23.01 -0.84 -8.1 19.6
Acadian Emerging Markets: MdCapVal 17.61 -0.28 -2.1 42.5 DivArbI 11.93 0.00 -1.4 38.9 BBH Funds: FloRateIncPorIns 9.70 -0.12 -1.7 9.8 CorePlusBond 9.76 -0.19 -5.1 11.1 ContCore p 30.71 -0.81 -9.9 62.6 EmMktSmCp 22.76 -0.67 -8.8 25.9
AcadnEm Inv n 21.96 -0.73 -6.2 20.6 OCP2025 10.23 -0.16 -7.4 25.3 LgCapDefStyle I 28.09 -1.00 -12.2 42.6 BdMktN n 10.15 -0.04 -1.2 6.0 LgCpFocusGwth 6.02 -0.21 -22.1 54.3 Intl Eq 11.37 -0.17 -15.0 11.6 DivIncom 29.81 -0.85 -7.4 46.2 Fixd 10.20 -0.02 -0.8 1.6
Advisers Inv Trst: OCP2030 11.22 -0.19 -8.3 27.0 LgCapDefStyle R 28.06 -1.00 -12.1 43.0 BerkshireFocus n: GlblAlloc 19.00 -0.19 -9.4 29.4 LargeCapGrowth 19.44 -0.75 -17.3 62.3 Columbia Class C: GblAll60 40Inst 20.44 -0.37 -7.3 29.3
Balanced n 84.23 NA NA NA OCP2035 10.55 -0.20 -9.1 28.8 LgCapMomStyle I 21.87 -0.68 -13.0 60.2 BerkshireFocus n 23.11 -1.74 -36.2 35.5 GlobLg/ShrtCrIns 9.64 -0.05 -2.8 10.0 LargeCapValue 16.37 -0.36 -5.4 51.0 Balanced 46.74 -1.09 -8.2 37.9 GlAll25 75Inst 14.16 -0.15 -3.9 15.4
Growth n 101.13 NA NA NA SmCpVal 10.41 -0.08 -6.3 61.1 LgCpMultiStyle R 18.48 -0.45 -8.9 49.7 Bernstein Fds: HlthScOp 70.84 -2.03 -11.4 39.6 MunicipalBond 10.28 -0.11 -4.1 7.4 DivInc t 28.22 -0.80 -7.6 41.9 GlEqInst 29.22 -0.62 -9.8 43.6
Muni n 8.55 NA NA NA American Century Y: MgdFutStrI 8.48 0.29 16.8 18.3 Ca Mu n 14.08 -0.11 -3.0 4.9 HYMuni 10.01 -0.18 -5.6 16.0 S/MCapGrowth 13.44 -0.44 -19.9 40.8 Columbia Class I: GlRESec 12.17 -0.15 -9.5 24.6
AIG Funds: IntTF 11.33 -0.12 -3.9 8.6 TMEmgMultStyle R 10.81 -0.46 -9.5 13.1 DivrMuni n 14.26 -0.13 -3.3 6.1 Interntnl 18.36 -0.37 -17.0 29.0 S/MCapValue 13.87 -0.24 -5.9 43.1 Acorn I 10.74 -0.45 -24.5 16.6 InfProtSec 13.32 0.03 0.1 25.5
FDivStII t 16.73 -0.42 -6.8 13.2 American Funds Cl A: ArbitrageI : EmMkts n 26.76 -1.16 -11.2 15.7 iShMSCIIntldx 13.78 -0.09 -12.9 17.5 Brown Advisory Funds: AcornIntl I 25.34 -0.62 -23.9 16.0 IntGvFxdInc 12.23 -0.23 -3.5 8.3
Akre Funds: 2010TarRetA p 11.80 NA NA NA ArbitrageI 13.09 -0.02 -1.5 8.3 IntmDur n 12.63 -0.26 -5.0 7.6 MdCpGrEq 36.33 -1.52 -24.2 47.7 GrowEqInv n 26.39 -1.48 -23.0 46.4 AltBeta I 28.72 0.53 1.7 -5.1 IntlCoreEq 14.45 -0.07 -10.2 22.8
2015TarRetA p 12.42 NA NA NA Ariel Investments: NY Mun n 13.75 -0.12 -3.3 5.0 MultiAstIncome 10.53 -0.15 -6.6 15.0 GrwthEquityInst 26.92 -1.50 -23.0 47.0 Balanced I 46.93 -1.08 -8.0 42.1 IntlREst 4.33 -0.02 -8.6 6.1
AkreFocusInst 54.20 -1.71 -18.1 45.6

AkreFocusRtl 52.48 -1.66 -18.2 44.5 2020TarRetA p 13.48 NA NA NA ApprecInv pn 43.42 -0.55 -9.0 34.1 BlackRock Funds: NatlMuni 10.83 -0.13 -4.4 7.7 SmallCapFndInst 29.13 -0.17 -7.0 27.2 ConSec I 22.87 -0.36 -10.3 57.4 IntlSustCore1 11.41 -0.04 -13.7 22.9
Alger Funds A: 2025TarRetA p 14.99 NA NA NA Ariel Inv pn 74.66 -0.52 -10.6 36.1 CoreBd Inst 9.22 -0.18 -5.3 8.9 NYMUNIOPP 11.03 -0.14 -4.1 6.4 SmCapGrInv n 23.01 -0.56 -15.6 32.1 ContCore I 29.98 -0.79 -9.9 62.5 IntlVal 18.42 0.05 -3.9 19.8
CapApr 24.60 -0.99 -21.4 54.3 2030TarRetA p 16.34 NA NA NA Aristotle Value: CoreBd K 9.25 -0.18 -5.3 9.1 ScTechOppInst 48.85 -1.99 -25.9 81.2 BrownSmCoInv n: DivIncom I 29.28 -0.83 -7.4 46.3 IntlVectorEq 12.62 -0.01 -9.4 22.9
SpectraN 18.45 -0.84 -24.7 41.5 2035TarRetA p 17.62 NA NA NA Equity Fund n 18.06 -0.50 -12.1 50.1 CreStraInc Inst 9.41 -0.13 -5.5 8.6 StratIncOpptyIns 9.81 -0.04 -3.0 11.3 BrownSmCoInv n 90.19 -4.68 -22.6 17.0 DivOppty t 37.63 -0.67 -2.1 39.4 IntrLrgCpGroPor 14.82 -0.23 -15.8 26.9
Alger Funds I: 2040TarRetA p 18.35 NA NA NA Artisan Funds: HiYBlk 7.35 -0.12 -5.4 15.7 StratMuniOppI 11.37 -0.14 -4.8 6.0 Buffalo Funds: EmgMkt r 13.03 -0.73 -24.0 10.8 IntSmCo 19.25 0.03 -11.6 25.5
CapAppr I-2 74.34 -2.95 -21.2 57.5 2045TarRetA p 18.78 NA NA NA GblOppInst 30.11 -0.52 -20.4 51.8 HiYInvA 7.34 -0.13 -5.6 14.1 TotRet 11.13 -0.21 -5.7 10.0 DiscFd n 23.28 -0.73 -19.4 36.6 FlexCap 14.87 -0.23 -3.6 40.2 IntSmVa 20.01 0.09 -6.5 22.3
Alger Funds Inst: 2050TarRetA p 18.47 NA NA NA GblOppInv n 29.41 -0.51 -20.4 50.8 HiYldBd Inst 7.34 -0.13 -5.5 15.2 WorldInc 5.76 -0.09 -6.7 7.5 SmCap n 14.84 -0.49 -22.4 56.2 FocEq I p 18.09 -0.76 -18.0 64.6 IntTermMuni 10.13 -0.07 -2.6 3.8
CapApprI 32.40 -1.29 -21.4 54.4 AmcpA p 36.78 -1.34 -19.1 39.7 Intl Inv n 24.61 0.09 -19.3 11.7 InflProtBdInst 11.71 0.05 -0.1 25.6 BNY Mellon: GlbTechGw I 57.63 -2.14 -20.1 81.1 IntVaIII 15.86 0.04 -3.8 20.3
Allianz Fds Admin:
RCMTechI 66.12 NA NA NA
AMutlA p
BalA p
51.05
31.32
NA
NA
NA
NA
NA
NA
IntlInst
IntlVal Inst
24.76
38.93
0.09
0.04
-19.2
-8.1
12.5
32.5
LDurBlk
LowDurBdA
9.33
9.34
-0.06
-0.06
-2.7
-2.7
4.1
3.3
SCMultiStrM 20.97
BNY Mellon Funds:
-0.08 -9.8 42.0 C IntmMunBd I
LgCapGr
10.02
9.25
-0.10
-0.38
-3.7
-23.4
6.8
44.3
ITExQual
LgCo
10.43
29.98
-0.31
-0.88
-7.1
-11.5
10.5
58.8
Allianz Funds A: BondA p 12.74 NA NA NA IntlVal Inv n 38.81 0.03 -8.2 31.5 LowDurI Inst 9.34 -0.06 -2.7 4.0 Aprec pn 40.84 -1.39 -15.1 61.8 Calamos Funds: LgCpGrow I 53.06 -1.88 -18.3 68.9 LgCpIntl 24.48 -0.18 -10.6 21.9
RCMGrowthA 58.20 NA NA NA CapIBA p 66.73 NA NA NA MidCapInst 40.44 -1.65 -23.8 54.5 BlackRock Funds A: CA AMTMuBdZ nr 14.31 -0.18 -5.0 6.7 ConvI 17.68 -0.35 -12.0 52.2 LgCpIdx I 54.65 -1.60 -11.6 58.0 SclCrEqInst 13.42 -0.04 -12.1 19.0
RCMTech t 49.31 NA NA NA CapWA p 18.42 NA NA NA MidCapInv n 33.90 -1.39 -23.9 53.5 AdvLCGrwA 18.51 -0.71 -18.4 62.6 Dr500In tn 52.92 -1.56 -11.6 56.6 Gr&IncA p 41.44 -1.08 -11.3 51.0 MdCpIdx I 15.49 -0.27 -9.4 41.7 SelHdgGlFxd 9.28 -0.11 -2.8 2.1
AllianzGI: CapWGrA 55.98 NA NA NA MidCapVal Inv n 20.24 -0.27 -6.1 37.0 AdvLgCapCore p 17.78 -0.56 -12.8 53.2 Dreyf n 14.78 -0.44 -11.4 63.9 Gr&IncI 39.48 -1.04 -11.2 52.1 MidCapGth I 21.80 -1.06 -24.5 40.2 STExQual 10.53 -0.11 -2.7 2.2
MidCpValA 32.01 NA NA NA EupacA p 52.68 -1.04 -18.7 19.3 SmCpInv n 30.98 -1.15 -26.1 23.0 BalCapFd 24.09 -0.61 -9.8 35.2 DreyMid r Inv nr 32.32 -0.56 -9.4 40.6 GrowthA p 32.77 -1.15 -19.4 52.7 SelComunInfo t 121.98 -4.86 -17.5 114.8 STGov 10.19 -0.08 -2.1 -1.1
Amana Income: FdInvA p 67.04 -1.83 -11.7 44.0 Ashmore Funds: BasicVal 18.59 -0.34 -2.4 38.6 FloRtIncY 11.13 -0.11 -1.5 9.8 MktNeutA p 14.27 -0.12 -2.9 11.0 SelLCVal p 31.82 -0.78 -0.5 53.4 STMuniBd 10.10 -0.02 -0.5 1.4
AmanaIncm n 58.25 -1.37 -11.7 41.3 GBalA p 35.31 NA NA NA EmgMktTRInst 5.55 NA NA NA CAInsMuni 12.53 -0.15 -4.1 6.1 GblRealRtY 16.39 -0.13 -6.1 20.1 MktNeutI 14.10 -0.12 -2.9 11.8 SelMdCpVal I p p 13.05 -0.24 -7.2 50.0 TMMttVa2 34.82 -0.74 -5.9 37.8
AmanaGrowth n: GovtA p 13.81 -0.13 -1.9 11.2 Ave Maria Funds: CapAppr 30.16 -1.23 -22.6 51.8 GlbStkI 23.75 -0.68 -15.6 38.0 Calvert Investments: SmCapGth I 21.58 -0.76 -24.8 45.5 US CoreEq1 32.80 -0.83 -10.0 54.9
AmanaGrowth n 61.94 -1.95 -15.8 72.4 GwthA p 60.04 -1.93 -19.2 53.0 Growth pn 37.67 -1.04 -16.0 40.6 EqtyDivd p 21.08 -0.31 -2.4 41.6 GlFxIncI 20.90 NA NA NA Bal A 38.14 -0.82 -8.8 37.8 SmCpIdx I 27.11 -0.30 -8.3 40.4 US CoreEq2 29.79 -0.73 -9.8 54.5
Amer Beacon Insti: HI TrA p 10.00 NA NA NA RisingDivd n 20.76 -0.36 -5.3 44.7 GlblAlloc p 18.84 -0.19 -9.4 28.4 HYldI 5.73 -0.09 -5.5 12.0 Eq A p 68.90 -2.25 -16.9 60.3 StratInc I 22.82 -0.34 -4.7 11.1 US Micro 25.60 -0.27 -6.8 41.6
IntlInst 16.02 -0.16 -11.5 7.5 HiInMuniA 16.01 -0.20 -4.7 12.4 HlthScOp p 66.69 -1.91 -11.4 38.6 InstS&PStkIdx I 67.82 -1.98 -11.6 58.2 LCCoreReIdxA t 35.79 -1.17 -14.1 60.3 TaxEZ 12.82 -0.17 -5.0 8.0 US Small 42.97 -0.49 -8.7 42.4
LgCapinst
SmCpInst
26.60 -0.54
27.80 0.02
-5.8 43.1
-3.1 39.8
ICAA p
IncoA p
46.20
24.81
-1.27
NA
-10.8
NA
46.2
NA
B LgCp Focus Gr 5.42
MdCpGrA 30.95
-0.19
-1.30
-22.1
-24.3
53.2
46.6
Interm n
IntlStkI
13.15
22.03
-0.14
-0.59
-4.1
-18.3
5.8
27.6
Carillon Eagle:
MdCpGrA p 74.08 -1.96 -17.8 49.1
Thermostat I
TotReBd I
15.77
34.92
-0.29
-0.84
-5.5
-5.8
43.5
13.7
US SmCpVal
US TgdVal
42.61
29.51
-0.17
-0.16
-2.0
-2.3
47.0
50.7
Amer Beacon Inv: IntBdA p 13.41 NA NA NA Baird Funds: MultiAstIncome 10.51 -0.16 -6.7 14.1 IntlStkY 21.76 -0.59 -18.3 27.7 Carillon Reams: Columbia Class I2: USLCpGr 28.30 -0.94 -13.5 58.4
LgCapInv 23.70 -0.47 -5.8 41.7 IntlGrIncA p 33.79 -0.50 -14.0 18.1 AggBdInst 10.76 -0.20 -5.1 9.3 NatlMuni p 10.83 -0.13 -4.4 6.8 MunBd nr 11.42 -0.13 -4.5 8.2 CorePlBd I 33.02 -0.64 -4.4 17.0 ContCore I2 30.68 -0.81 -9.9 63.0 USLgVa 44.12 -0.91 -4.2 39.0
American Century A: LtdTEBdA 15.49 -0.12 -3.0 4.3 CorBdInst 11.03 -0.21 -5.1 10.2 NYMUNIOPP 11.03 -0.15 -4.3 5.6 NY Tax nr 14.33 -0.16 -4.7 6.5 UnconstrndBd I 12.25 -0.15 -3.4 12.6 DivIncom 29.78 -0.85 -7.4 46.5 USLgVaIII 29.21 -0.60 -4.2 39.4
EqIncA p 9.48 -0.16 -3.7 28.2 N PerA p 54.43 -1.26 -18.0 49.9 IntBdInst 10.87 -0.14 -3.3 8.1 ScTechOppA 44.51 -1.82 -25.9 79.8 ResrchGrA 16.98 -0.74 -19.4 57.7 Carillon Scout: MidCapIndx 15.96 -0.28 -9.4 41.7 USSmCpGr 23.12 -0.43 -13.5 43.3
American Century G: NEcoA p 49.00 -1.91 -20.8 33.6 QualIntMunBdInst 11.42 -0.10 -3.4 5.3 StratMuniOpp 11.36 -0.15 -4.9 5.3 ResrchGrZ n 17.55 -0.76 -19.4 58.6 MidCap I r 22.95 -0.42 -6.0 47.6 SmCapIndx 27.88 -0.30 -8.2 40.4 USSoCoreEq2 21.67 -0.54 -11.6 50.9
EmgMktsDebt 9.12 -0.04 -10.2 4.4 NwWrldA 72.47 NA NA NA ShtTBdInst 9.54 -0.05 -1.9 5.5 StrtIncOpptyInvA 9.81 -0.04 -3.0 10.3 SelMgrSmCpGroY 25.34 -0.42 -17.8 39.6 CausewayInst : Columbia Class I3: USSustCoreI 32.51 -0.90 -12.6 58.7
GlBond 9.84 -0.15 -4.3 7.0 SmCpA p 63.68 -1.43 -20.4 38.9 BalanA p: TotRet 11.13 -0.21 -5.8 9.0 SelMgrSmCpVaY 24.99 -0.20 -7.2 45.9 CausewayInst 15.46 -0.03 -11.1 11.1 Balanced I3 47.49 -1.10 -8.0 42.5 USVectorEq 23.26 -0.36 -6.4 45.8
InfAdjBd 12.88 0.05 0.2 26.3 STBFA p 9.83 NA NA NA BalanA p 23.77 -0.50 -8.5 41.7 BlackRock Funds Blrk: SmCpStk r Inv nr 30.76 -0.34 -8.3 39.6 CIBC Atlas: Bond I3 33.31 -0.71 -5.0 11.2 WexUSGov 9.52 -0.26 -5.1 1.7
NT IntlGr 11.24 -0.09 -20.3 29.9 STTxExBdA 10.03 -0.04 -2.0 3.0 Baron Funds: CapAppr 34.32 -1.40 -22.6 53.4 SmMidCpGrI 27.03 -0.94 -20.7 44.5 DispEq Inst 27.38 -0.78 -11.6 56.6 ContCore I3 p 30.70 -0.81 -9.9 63.2 WrdEXUSTARGETVAL 13.30 -0.07 -7.4 20.7
NT MdCapVal 13.51 -0.21 -2.1 44.6 TECAA p 17.42 -0.20 -4.4 7.8 Asset n 91.56 -3.55 -22.0 40.0 BlackRock Funds C: StratValA r 40.03 -0.75 -2.0 57.2 ClearBridge: DivIncom 29.83 -0.85 -7.4 46.8 Dodge & Cox:
NTDiscGro 13.52 -0.44 -16.6 62.1 TxExA p 12.94 -0.15 -4.2 8.0 GlobalAdv n 33.32 -1.80 -35.5 37.3 GlblAlloc t 16.54 -0.16 -9.6 25.5 U.S.EqY 23.27 -0.82 -15.9 42.0 AggressGrowthA 123.50 -6.16 -16.9 19.0 SmCpVal II p 19.22 -0.20 -5.1 48.3 Balanced n 105.81 -1.03 -3.3 38.9
NTDvBnd 10.61 -0.20 -4.6 10.4 WshA p 56.24 -1.36 -7.0 48.8 Growth n 94.06 -2.86 -19.0 52.0 HlthScOp 56.36 -1.63 -11.5 35.5 WWGrA 63.16 -1.85 -14.4 58.3 AggressGrowthI 150.29 -7.50 -16.8 20.1 STBond 9.77 -0.07 -2.2 6.2 GblStock n 13.94 -0.10 -3.5 39.9
NTEmgMkt 11.02 -0.54 -18.1 12.9 AMG Funds: Opportunity n 30.40 -1.13 -26.5 84.3 MultiAstIncome 10.50 -0.16 -6.8 11.6 BNY Mellon Funds Tru: AllCapValueA 13.60 -0.19 -4.0 29.9 Columbia Funds: Income n 13.40 -0.20 -4.7 10.8
NTEqGrp 10.30 -0.23 -11.3 49.5 RRSmCapValI 14.29 -0.09 -7.1 32.2 Partners n 151.43 -6.11 -23.9 212.5 BlackRock Funds III: BondFd 12.14 -0.23 -5.3 7.9 AppreciationA 30.03 -0.74 -10.1 51.0 UltShortBd Inst3 8.97 -0.02 -0.5 3.9 Intl Stk n 43.87 -0.19 -7.2 17.9
NTGrwth 19.80 -0.76 -18.5 71.6 AMG Managers Funds: SmallCap n 29.68 -0.55 -21.6 42.4 iShS&P500IdxK 495.86 -14.51 -11.5 58.9 EmgMkts 11.89 -0.57 -10.7 19.5 AppreciationI 29.80 -0.73 -10.0 52.3 Commerce Funds: Stock n 237.95 -2.23 -3.0 55.5
NTHeritage 12.16 -0.53 -22.5 46.9 Brandywine I n 36.87 -0.98 -18.1 34.3 Baron Instl Shares: iShUSAggBdIdxK 9.96 -0.19 -4.8 7.8 IntlFd 13.26 -0.10 -12.4 15.2 AppreciationIS 29.91 -0.73 -10.0 52.7 Bond n 19.35 -0.36 -4.9 8.5 Domini Funds:
NTHighInc 9.30 -0.14 -4.9 18.3 GWKMBd I 11.68 -0.15 -4.9 5.4 AssetInst 96.48 -3.73 -22.0 41.1 BlackRock Funds Inst: IntmBdFd 12.29 -0.13 -3.0 6.0 DividendStrat1 n 28.78 -0.84 -6.8 50.4 Community Capital Tr: Intl Eq Instit 7.89 -0.10 -14.1 10.0
NTIntlVal 8.66 -0.06 -9.6 16.9 GWKSmCpCr I 29.91 -0.62 -12.1 46.4 DiscoveryInst 27.13 -0.67 -23.0 40.6 AdvIntl Inst 16.06 -0.13 -13.6 17.1 MCMultiStrM 19.08 -0.54 -13.0 44.3 DividendStratA 28.75 -0.84 -6.9 49.2 CRAQualInvFd 10.21 -0.12 -3.0 3.7 US Equity Inv pn 29.52 -0.91 -15.6 58.4
NTFocLgCapVal 11.55 -0.22 -2.8 39.0 TSIntlSC I 14.56 -0.12 -21.4 5.2 EmergingMktsInst 14.48 -0.70 -17.6 7.2 AdvLgCapCore 18.74 -0.59 -12.8 54.3 NtlIntmMuni 13.36 -0.15 -4.4 6.5 DividendStratI 29.73 -0.87 -6.8 50.5 Credit Suisse Common: DoubleLine Funds:
About our Funds reported closing price for the week. Footnotes: NA: not available. NE: performance excluded by Lipper editor. NN:
fund not tracked. NS: fund not in existence for whole period. e: ex capital gains distributions. f: previous day’s
The listings include the top 2500 open-end funds by assets. These funds value their portfolios daily and report net quote. n: no front- or back-end sales charge. p: fund assets are used to pay marketing and distribution costs (12b-1
asset va lues (the dollar amount of their holdings divided by the number of shares outstanding) to the National fees). r: fund levies redemption fee or back-end load. s: stock dividend or split of 25% or more. t: fund charges
Association of Securities Dealers. Total returns reflect both price changes and dividends; these figures assume that 12b-1 fees (for marketing and distribution) and a back-end load. v: capital-gains distribution may be a return of
all distributions are reinvested in the fund. Because Lipper is constantly updating its database, these returns may capital. x: ex cash dividend. All data supplied by Lipper.
differ from those previously published or calculated by others. 3 year returns are cumulative. The NAV is the last
Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
CoreFxdIncmI 10.45 -0.17 NA NA FidSer0-5 10.19 0.05 1.4 NS Fidelity Advisor Z: DivStkO n 30.86 -0.57 -11.9 66.3 Muni Inc 10.30 -0.13 -5.0 8.1 StrInc A p 8.79 -0.12 -5.8 4.0 GrOppty t 38.04 NA NA NA RochPAMuni 11.15 -0.13 -3.6 14.6
EmgMktIncmI 9.65 -0.13 -7.0 7.1 FIDSerEmgMkt 8.75 -0.47 -16.7 -3.6 AdvIntlSmCpZ 28.73 -0.23 -11.5 24.3 Emerg Asia nr 37.22 -3.44 -27.3 25.4 SAIEmgMktLoVolIx 10.96 -0.33 -4.3 15.9 TgtCon A p 13.74 NA NA NA GrowAllA p 13.41 NA NA NA RoMu A p 16.56 -0.30 -6.1 15.1
FlexibleIncomeI 9.26 -0.08 NA NA FidSerInt 9.48 -0.18 -3.6 NS AssetManager50% 20.31 -0.41 -8.4 28.3 EmrgMktK r 35.66 -1.65 -18.3 31.0 ShortTermBd 9.73 -0.06 -1.8 NS TtlRtn A p 9.28 -0.19 -6.1 6.0 Hlthcare 35.14 -1.06 -13.1 39.0 SenFltRtA 7.00 -0.04 -0.4 2.1
GlobalBondN 9.38 -0.18 -4.7 -4.7 FidSerToMarket 14.01 -0.40 -12.2 NS AssetMngr85 23.35 -0.59 -12.0 41.2 EmrgMktsDebt 8.09 0.01 -10.0 -1.2 TotalBd 9.92 -0.18 -4.6 11.8 FrankTemp/Franklin C: IntOppA p 16.38 -0.27 -14.1 25.0 ShortTerm p 8.28 -0.07 -2.8 3.8
InfraIncomeI 9.80 -0.16 -4.3 7.7 FIDSerTresIndxFd 9.99 -0.01 -0.1 2.7 AsstMngr70 25.85 -0.59 -10.4 35.6 EmrMkt nr 35.66 -1.65 -18.3 30.5 TxFreeBd 10.37 -0.13 -4.9 7.6 CA TF C t 7.29 -0.11 -5.3 7.3 MidCap A p 27.61 -0.95 -15.8 29.6 SmCpEq p 12.91 -0.26 -13.9 44.4
LowDurBdI 9.73 -0.04 -1.3 4.8 FIDZroExtMktIx n 11.69 -0.21 -10.4 39.8 CorporateBond 11.41 -0.32 -7.7 11.9 Eq Inc n 66.40 -1.31 -5.5 45.0 U.S.TreBdIdx 9.66 -0.16 -3.7 7.6 DynaTech C p 92.24 -4.43 -26.6 47.3 Muti-AstIncGw 19.43 NA NA NA SmCpGr 27.04 -0.91 -25.6 34.8
LowDurBdN n 9.72 -0.04 -1.4 4.0 FIDZroLgCpIx n 14.80 -0.45 -12.3 59.0 EmMkt Z 27.94 -1.73 -16.9 23.2 EqDivIncm n 27.42 -0.54 -1.6 40.6 USMomentumIdx 14.32 -0.39 -15.0 54.9 Growth C t 108.36 -4.25 -17.9 49.3 ShtDur 9.66 -0.10 -2.7 5.0 SmCpValA t 18.92 0.12 3.1 70.8
ShillerEnhCAPEI 15.94 -0.60 -10.2 53.7 Flex 500 Index 17.97 -0.53 -11.5 59.1 FloatRateHighInc 9.28 -0.11 -1.4 10.4 EqDivIncmK 27.41 -0.54 -1.6 41.0 USValueIndex 12.41 -0.22 0.2 43.7 Income C t 2.50 -0.03 -1.8 25.4 TotRBdA p 10.05 NA NA NA SP IncomeA 4.44 -0.06 12.7 23.5
ShillerEnhCAPEN n 15.92 -0.60 -10.3 52.4 FlexIntIdx 12.05 -0.21 -11.8 17.4 GovtIncome 10.24 -0.16 -3.6 6.7 EqIncK 66.35 -1.30 -5.5 45.4 Fidelity Selects: RisDv C t 83.35 -2.83 -12.2 46.6 Hartford Funds C: Tech p 46.53 -2.11 -22.7 53.7
TotRetBdI 10.01 -0.14 -3.3 5.9 FlexMuniInc 10.06 -0.12 -4.4 7.9 GrOpp 125.35 -3.16 -21.8 75.3 Europ nr 31.56 0.45 -18.4 16.8 Banking nr 29.34 -0.41 -1.4 39.5 FrankTemp/Franklin R: Bal IncC 14.78 -0.37 -6.2 21.1 Invesco Funds C:
TotRetBdN n 10.01 -0.13 -3.3 5.1 FlexUSBdIdx 9.99 -0.19 -4.7 7.7 HighIncome 8.15 -0.10 -5.4 8.9 Fidel n 65.72 -2.25 -17.0 68.8 Biotech nr 15.33 0.16 -20.8 10.6 FrkDynTchR6 120.10 -5.74 -26.4 52.3 DiscpEqC t 38.94 -1.11 -12.9 49.2 EqWtdC 68.39 -1.88 -8.4 48.1
Driehaus Funds: Freedom2060K 13.11 -0.30 -11.7 39.0 IntCpAp 25.45 -0.59 -20.1 29.9 FltRateHi nr 9.29 -0.10 -1.3 10.4 Broker nr 113.00 -3.56 -14.5 79.4 FrkGrthOppR6 50.74 -2.08 -22.7 54.6 Hartford Funds I: RchHiYldMunC 7.59 -0.14 -5.9 14.9
EmMktsGr n 36.43 NA NA NA GlexUSIdxInstPre n 13.48 -0.24 -11.8 17.2 InvestGradeBd 7.94 -0.17 -4.9 11.6 FocsdStk n 28.78 -0.86 -17.1 64.6 Chem nr 16.37 -0.13 -12.7 31.8 FrkGrthR6 124.47 -4.85 -17.7 54.3 BalIncI 15.06 -0.38 -6.0 24.8 TEHYC 9.72 -0.14 -5.6 9.2
Dupree Mutual Fds: GrowthCompanyK6 18.14 -0.60 -20.7 NS NewMktsIncFdZ 12.79 0.12 -9.5 -2.4 FournOne n 54.22 -1.31 -11.5 37.4 Comp nr 95.77 -3.36 -16.4 90.1 FrkIncR6 2.45 -0.02 -1.2 28.7 CapAppI 37.76 NA NA NA Invesco Funds Instl:
KYTF n 7.63 -0.08 -3.8 7.5 InflPrBdIndInsPr n 11.16 0.05 0.0 25.2 RE Income 13.08 -0.10 -4.8 24.0 GNMA n 11.22 -0.13 -2.9 4.3 ConDis nr 58.07 -1.45 -19.3 49.4 FrkRisDivR6 85.20 -2.87 -12.0 51.5 DivGthI 31.89 -0.67 -5.7 55.5 SmCpGr 34.50 -1.15 -25.5 36.2
IntlIdxInstPrem n 42.89 -0.25 -13.0 17.9 StkSelAllCap 60.18 -1.78 -12.6 57.6 GovtInc n 10.21 -0.17 -3.7 6.3 ConStap nr 89.45 -6.56 -8.6 35.8 FrkSmCpGrR6 21.50 -0.63 -19.0 28.6 EmrgMktEqInv r 16.68 NA NA NA Invesco Funds P:
E IntlIndex n 10.56
IntrTresBdIxPrem n 10.74
-0.17
-0.21
-11.9
-3.4
18.5
8.7
StrgInc
Fidelity Freedom:
12.01 -0.17 -4.9 13.5 GroCo n
GroInc n
29.03
49.66
-0.95
-0.91
-20.4
-4.2
94.4
51.4
CstHou nr
DfAero nr
89.35
16.25
-1.00
-0.52
-17.3
2.5
102.3
12.4
FrkTotRtnR6
TempGlbBndR6 8.70
9.35 -0.18
-0.06
-6.0
-0.2
7.2
-10.6
EqIncI
FltRateI
21.73
8.11
-0.60
NA
-4.1
NA
43.5
NA
Summit P pn 22.19
Invesco Funds Y:
-0.81 -18.3 56.5
Eaton Vance Class A: LgCpGwId InstPre n 24.34 -0.90 -17.9 74.9 2060 K6 13.10 -0.30 -11.7 39.6 GrowCoK 29.14 -0.96 -20.4 94.8 Energy nr 48.35 0.37 36.9 42.0 FrankTemp/Mutual A&B: GrowOppI t 42.05 NA NA NA BalancedRiskAllY 9.71 -0.18 -2.1 27.4
AtlCpSMID p 32.05 -0.57 -9.7 43.5 LgCpVlIdxIstPrem n 15.43 -0.35 -5.6 38.8 FAFree2020I p 12.64 -0.23 -8.1 25.8 GrStrt nr 49.60 -2.44 -21.9 47.6 Envi&AltEngy nr 29.79 -0.44 -16.5 45.9 Beacn A 16.15 -0.25 -9.1 24.8 InterValue 15.10 NA NA NA DevMktY 36.60 -2.13 -22.2 -4.7
DivBldrA 18.27 -0.47 -7.6 53.5 LTTrsBdIdxInstPr n 13.49 -0.52 -8.2 17.0 FAFree2025I 13.19 -0.25 -8.8 27.8 GwthDiscovery n 47.33 -1.10 -15.1 76.5 FinSvc nr 12.39 -0.22 -4.7 53.9 Shares A 25.50 -0.53 -4.7 21.7 IntlAlphaInv p 15.28 -0.26 -15.0 35.8 DiscovY 99.38 -2.26 -22.4 57.1
FloatRt 8.91 NA NA NA MidCpGrwthIndx n 23.62 -1.07 -20.7 NS FAFree2035I 14.35 -0.30 -10.8 34.9 HighInc nr 8.15 -0.10 -5.5 8.7 Gold nr 30.36 0.96 16.8 69.5 FrankTemp/Temp A: IntlOpp 16.26 -0.27 -14.0 26.3 EqWtdY 73.12 -2.00 -8.2 52.5
FltgRtAdvg p 10.29 NA NA NA MidCpInxInstPrem n 28.16 -0.79 -12.0 43.8 FAFree2045A 12.17 -0.26 -11.9 36.3 IntBd n 10.62 -0.15 -3.4 7.9 Health nr 27.25 -0.83 -15.7 39.6 DvMk A p 18.57 -0.83 -17.1 6.5 MidCap 29.07 -1.00 -15.8 30.4 GlblOppY 57.61 -0.75 -24.4 19.7
Inc Bos 5.33 -0.08 -3.9 14.1 MidCpValIndex n 24.66 -0.49 -7.1 NS FF2005 n 11.99 -0.17 -4.9 17.2 IntlCapiApp K6 13.11 -0.29 -20.1 31.0 HlthCareSrvPt r nr 133.82 -2.74 -2.7 69.4 Frgn A p 6.74 -0.05 -6.4 3.0 MunOpptI 8.68 NA NA NA GloblY 96.44 -4.11 -23.0 30.7
LgCpVal 23.59 -0.52 -2.5 44.3 NewMkt I 12.79 0.11 -9.6 -2.7 FF2010 n 14.79 -0.23 -6.0 20.4 IntlDisc n 43.16 -0.36 -18.5 28.6 ITSvs n 63.88 -1.39 -22.9 22.4 GlBond A p 8.74 -0.07 -0.3 -11.7 ShtDur 9.62 -0.10 -2.6 6.0 IncomeY 4.71 -0.06 12.7 24.3
NatlMuniInc 9.80 -0.12 -4.8 8.5 OTCK6Port 16.54 -0.61 -20.4 NS FF2015 n 12.14 -0.20 -7.0 23.5 IntlEnhIdx n 9.71 -0.10 -12.8 14.6 Leisr nr 15.17 -0.23 -13.2 44.3 GlSmCo A p 9.45 -0.19 -14.4 22.8 StrInc 8.31 NA NA NA IntGrowY 35.00 -0.15 -22.9 22.5
ShDurGovIncFd 7.91 0.04 -0.3 2.8 PuritanK6 13.23 -0.24 -9.8 NS FF2020 n 15.31 -0.29 -8.0 26.3 IntlGrRet n 17.05 -0.30 -19.0 32.6 Mat nr 102.04 -1.34 -6.6 50.2 Growth A p 22.43 -0.21 -8.1 8.7 WorldBond 10.24 -0.05 -1.5 2.2 IntlBdY 4.66 -0.04 -8.3 -4.8
ShDurStratIncFd 6.89 NA NA NA RealEstIdxInst n 18.03 -0.29 -10.6 21.0 FF2020A p 12.51 -0.22 -8.1 24.8 IntlScOpps nr 20.65 -0.30 -22.2 29.6 MdTchDevis n 65.83 -3.87 -20.9 48.7 World A p 13.20 -0.20 -12.2 5.3 Hartford Funds Y: IntlSmCoY 43.82 -0.46 -22.6 22.6
TMG1.0 n 1813.81 -54.25 -13.2 55.2 SAIIntlMon 11.91 -0.10 -17.5 NS FF2025 n 14.04 -0.28 -8.7 28.5 IntlSmCap nr 28.57 -0.22 -11.5 23.8 Multimedia nr 73.18 -1.89 -19.4 46.1 FrankTemp/Temp Adv: DiscpEq 43.81 -1.23 -12.8 53.8 MnStFndY 49.97 -1.49 -11.3 52.6
TMG1.1 81.37 -2.43 -13.3 53.7 SAIIntlSmComplet 11.47 -0.30 -20.1 NS FF2025A p 13.04 -0.25 -8.8 27.0 IntMu n 10.34 -0.10 -3.8 6.8 Pharm n 22.28 0.16 -6.1 39.5 Frng Adv 6.62 -0.04 -6.2 3.7 DivGthY 33.09 -0.69 -5.7 55.7 RocMuniY 16.57 -0.29 -6.0 16.0
TMG1.2 36.59 -1.09 -13.3 53.0 SAIRealEstIndxFd 12.39 -0.20 -10.5 21.3 FF2030 n 17.52 -0.36 -9.4 31.5 InvGB n 7.93 -0.16 -4.9 11.3 Retail nr 18.88 -0.50 -18.2 60.8 GlBondAdv p 8.70 -0.06 -0.2 -11.0 GrwthOppY 47.52 NA NA NA Sel40Y 6.53 -0.09 12.3 14.0
WW Hlth Science p 13.12 -0.28 -10.3 43.7 SAIUSLgCpIndxFd 20.12 -0.58 -11.5 58.9 FF2035 n 15.12 -0.34 -10.7 35.9 InvGrBd 11.04 -0.21 -4.6 12.5 Semiconductors r nr 18.69 -0.51 -21.6 147.2 Frost Family of Fund: IntOppY 17.33 -0.28 -14.0 26.3 CoreBdY 6.36 -0.13 -5.4 9.9
Eaton Vance Class I: SeriesBondFd 9.90 -0.18 -4.7 NS FF2035A t 14.19 -0.30 -10.9 33.8 LargeCap n 39.98 -0.79 -5.0 51.8 Softwr nr 24.38 -0.83 -18.7 68.4 FrTRInst 10.11 -0.07 -1.4 9.4 MidCapY 36.18 -1.24 -15.7 30.8 Ivy Funds:
AtlCpSMID 37.25 -0.65 -9.7 44.5 SeriesOverseas 11.60 -0.14 -19.4 NS FF2040 n 10.76 -0.24 -11.7 38.5 LCapCrEIdx n 19.43 -0.54 -10.0 60.0 Tech nr 23.02 -0.86 -20.9 106.1 Hartford HLS Fds IA: AssetStrA p 22.01 -0.36 -9.7 31.8
FloatRtHiInc
FltgRt
8.49 -0.09
8.61 NA
-1.9 9.9
NA NA
SerLTTreBdIdx 7.79
SmallCapValIndx n 24.56
-0.30
-0.09
-8.2
-5.3
16.9
NS
FF2040A p
FF2045 n
15.44
12.32
-0.34
-0.28
-11.9
-11.7
36.3
38.5
LCapGrEIdx n
LevCoSt n
26.45
41.00
-0.97
-1.14
-15.7
-13.9
73.7
58.1
UtilGr nr
Fidelity Series:
103.52 -0.53 -1.5 31.8 G Balanced
CapApp
32.76
48.68
NA
NA
NA
NA
NA
NA
AssetStr I r
BalancedA p
22.41
24.54
-0.38
NA
-9.7
NA
32.8
NA
GblMacAbR 8.12 NA NA NA SmCpIdxInstPrem n 24.36 -0.25 -11.6 32.9 FF2050 n 12.44 -0.28 -11.7 38.5 LgCpVHIdx n 15.34 -0.33 -4.3 44.7 Canada 14.86 0.07 2.3 54.4 Gabelli Funds: DiscEqui 18.17 -0.52 -12.9 54.5 CoreEqA t 16.82 -0.44 -12.6 63.5
IncBos 5.33 -0.09 -3.9 14.8 STBdIdx InstPrem n 9.88 -0.09 -2.3 5.2 FrdmBlen2025 K6 10.78 -0.22 -9.0 28.3 LmtTrmMuniIncm n 10.45 -0.06 -2.7 3.9 FASeriesEqGroFd 14.03 -0.32 -15.0 80.8 Asset pn 53.74 -0.87 -8.2 34.8 Div&Grwth 25.97 -0.55 -5.8 56.2 EmgMktEqFdI 23.05 NA NA NA
LgCpVal 23.70 -0.54 -2.5 45.4 STTreIdx InstPre n 10.32 -0.08 -2.0 4.6 Free2045L 12.29 -0.27 -11.8 37.3 LowP nr 50.68 -0.79 -5.8 46.9 HthCarZ 62.12 -1.89 -15.6 33.9 GabelliAsstFdClI 53.58 -0.87 -8.2 35.9 IntlOpp 17.94 -0.29 -14.2 26.5 GlGrFundClA p 51.32 NA NA NA
NatlMuniInc 9.80 -0.12 -4.8 9.3 TMktIdxInstPrem n 117.46 -3.33 -12.2 55.5 Free2050I 12.30 -0.27 -11.9 37.3 LowPriStkK r 50.62 -0.79 -5.8 47.3 IntMuni Z 10.36 -0.10 -3.7 6.9 SmCapG n 42.84 -0.63 -9.5 38.3 MidCap 33.97 -1.17 -15.7 30.9 HiIncA p 6.71 NA NA NA
Eaton Vance Funds: TotalMarketIndex n 14.76 -0.43 -12.0 56.1 Free2055 n 14.36 -0.32 -11.7 38.5 LowPriStkK6 14.50 -0.23 -5.5 47.2 STCrFd 9.81 -0.07 -1.9 5.8 SmCpGrwI 44.74 -0.66 -9.5 39.3 SmallCo 20.87 NA NA NA HiIncI r 6.71 NA NA NA
ParTxMgdEmgMktIn 44.03 NA NA NA TtlIntIdxInstPr n 12.65 -0.19 -11.8 18.5 Free2060InstPrem 15.17 -0.37 -11.5 36.9 LtdTmBdFd n 11.30 -0.12 -2.9 5.3 FidelityAdviAsset: Util A p 7.75 -0.05 -3.4 18.4 SmCpGrwth 29.74 -0.73 -18.7 26.7 IntlCorEqI r 18.27 NA NA NA
Edgewood Growth Instituti: USBdIdxInstPrem n 11.37 -0.21 -4.7 8.0 Freedom2010 K 14.78 -0.23 -6.0 20.5 MagellanK 12.39 -0.49 -19.3 55.1 ADVAssetMan60 14.63 -0.33 -9.5 32.0 GAMCO Funds: Stock 105.41 NA NA NA LgCpGwthA p 28.30 -1.10 -17.4 69.9
EdgewoodGrInst 44.86 -2.55 -25.8 54.8 USSusIdx n 18.43 -0.59 -13.1 60.1 Freedom2015 K 12.12 -0.21 -7.0 23.7 Magin n 12.40 -0.49 -19.3 54.7 First Eagle Funds: GwthAAA pn 77.99 -3.35 -21.9 57.1 TotRetBd 10.62 NA NA NA LgCpGwthl r 30.57 -1.19 -17.4 71.5
Fidelity Adv Focus A: Freedom2015 K6 12.08 -0.20 -6.9 24.0 MAMun n 11.90 -0.15 -4.5 6.7 GlbA 62.59 -0.50 -3.0 30.1 Gartmore Funds: UltraShBd 9.94 NA NA NA MidCapI 32.96 -1.21 -22.1 58.9
F HthCarA r
TechA t
56.03
80.05
-1.72 -15.7 32.3
-2.94 -20.5 116.4
Freedom2020 K
Freedom2020K6
15.31
15.25
-0.28
-0.28
-8.0
-8.0
26.6
27.0
Manager40 n
Manager60 n
12.94
14.64
-0.24
-0.33
-7.3
-9.5
24.4
31.7
Gold p
OverseasA
25.92
24.07
0.62
-0.17
12.5
-4.9
76.3
18.1
NationwideInstSv 26.61
Gateway:
NA NA NA Heartland Funds:
Val Inv n 45.00 0.13 -3.1 38.1
MdCpGwthA p 29.32
MuniHighIncA t 4.87
-1.08
NA
-22.2
NA
57.1
NA
Fairholme: Fidelity Adv Focus C: Freedom2025 K 14.03 -0.27 -8.7 28.9 McpVl n 27.09 -0.48 -5.9 39.3 US Val A t 20.12 -0.20 -1.2 35.4 GatewayA 38.34 -0.50 -5.8 19.1 Hennessy Funds: ScTechA p 57.55 -1.99 -19.2 59.0
Fairholme n 32.29 -1.34 3.7 85.8 HthCarC p 41.96 -1.29 -15.8 29.3 Freedom2025K6 13.99 -0.27 -8.7 29.3 MegaCpStk n 18.49 -0.32 -4.6 60.3 US Val I r 20.55 -0.20 -1.2 36.5 GE Elfun/S&S: FocInv 60.77 -0.82 -12.0 48.0 ScTechI r 69.51 -2.40 -19.2 59.8
Fidelity Adv Focus M: Freedom2030 K 17.51 -0.36 -9.4 31.8 MidCap n 40.26 -0.57 -4.6 54.6 FMI Funds: Tax Ex n 10.91 -0.13 -4.3 7.4 JapanInst 36.79 -2.48 -22.9 6.7 SmCapGrA t 13.32 -0.26 -15.2 29.5
FAM Dividend Focus:

FAMDivFocFd n 44.80 -0.95 -14.6 42.0 Tech p 73.59 -2.70 -20.5 114.8 Freedom2030K6 17.45 -0.37 -9.4 32.2 MidCapEnIdx nr 16.64 -0.42 -10.6 43.3 IntlInvst n 32.34 0.06 -9.1 13.4 Trusts n 70.45 -1.80 -11.6 66.3 Homestead Funds: SmCapGrI r 21.61 -0.41 -15.1 31.0
FAM Value: Fidelity Advisor: Freedom2035 K 15.10 -0.34 -10.8 36.2 MidCapStkK r 40.29 -0.57 -4.5 55.0 LgCapInvst n 17.51 -0.28 -10.9 31.9 GMO Trust Class III: ShtTmBd n 5.06 -0.04 -2.4 4.9
FAMValue n
Federated Hermes:
85.37 -1.92 -14.3 36.3 MultiAstIn Retai n 13.99
SrsAdvIntlCapApp 25.41
-0.27
-0.59
-5.5
-20.2
50.0
29.5
Freedom2035K6
Freedom2040 K
15.07
10.76
-0.34
-0.25
-10.7
-11.7
36.8
38.9
MIMun n
MNMun n
12.05
11.50
-0.13
-0.12
-4.2
-3.9
7.9
6.7
FPA Funds:
FPACres n 34.46 -0.29 -6.9 30.9
EmgCntryDt r 20.72
Quality 26.65
NA NA NA
-0.69 -12.4 55.6
Value n
Hotchkis and Wiley:
50.11 -1.39 -7.8 43.0 J
FdIntlGrIS 14.45 -0.34 -20.7 38.0 StragInc n 12.00 -0.18 -5.0 13.3 Freedom2040K6 10.72 -0.24 -11.6 39.6 MtgSec n 10.95 -0.14 -3.5 4.8 NwInc n 9.84 -0.03 -1.1 5.3 GMO Trust Class IV: HiYldI 10.97 -0.13 -4.0 11.1 Janus Henderson:
FedHerInterEquit 24.56 -0.37 -15.1 24.7 Tech Z 89.27 -3.27 -20.4 118.9 Freedom2045 K 12.31 -0.28 -11.7 38.9 MuniInc n 12.84 -0.17 -5.0 9.0 Franklin: EmgCntrDt 20.69 NA NA NA Balanced C 40.55 -1.17 -10.4 33.9
FedHerUltBon 9.08
Federated Hermes A:
-0.03 -0.8 NS TotBdFdClZ
Fidelity Advisor A:
10.47 -0.20 -4.8 11.8 Freedom2045K6
Freedom2050 K
12.27
12.43
-0.27
-0.28
-11.7
-11.7
39.6
39.0
NASDAQ nr
NewInsights Z
161.80
34.19
-5.82
-0.91
-17.8
-17.2
73.9
46.9
FrnkGrowFdClA 16.82
Franklin A1:
NA NA NA IntlEq
Quality
21.53
26.72
-0.13 -9.7 23.8
-0.69 -12.4 55.8
I Balanced S
Balanced T n
41.10
41.21
-1.18
-1.18
-10.3
-10.2
36.1
37.1
EqIncA p 23.03 -0.29 -4.1 36.3 AdvMdCpIIA p 20.72 -0.27 -10.7 42.2 Freedom2050K6 12.41 -0.28 -11.7 39.5 NewMill n 40.77 -0.69 -2.6 45.0 AZ TF A1 p 10.47 -0.13 -4.5 7.0 GMO Trust Class VI: IFP US Equity Fund: Contrarian T n 27.17 -0.73 -7.7 71.8
FdShInToRetA 10.26 -0.09 -2.6 5.0 AdvStrDivInA p 16.45 -0.34 -6.6 37.0 Freedom2055 K 14.36 -0.33 -11.7 38.9 NewMkt nr 12.79 0.11 -9.5 -2.7 CA TF A1 p 7.30 -0.11 -5.3 9.0 EmgMkts r 26.41 NA NA NA IFP US EquityFd 20.25 -0.53 NA NA Enterprise Inst 88.47 -2.35 -12.0 42.6
FedMunULA pn 9.95 -0.02 -0.8 1.5 BalancA t 25.72 -0.62 -10.1 47.0 Freedom2055K6 14.34 -0.32 -11.6 39.6 NJMun nr 11.90 -0.13 -4.8 9.2 CAHY A1 p 10.78 -0.17 -5.2 10.7 Quality 26.65 -0.69 -12.4 56.0 INVESCO A Shares: Enterprise T n 137.54 -3.71 -12.0 43.4
KaufmannA p 5.19 -0.17 -22.3 15.4 BioTech 23.60 0.26 -13.1 23.7 Freedom2060 n 13.11 -0.30 -11.8 38.4 NYMun n 12.88 -0.18 -5.1 7.5 CAInt A1 p 11.51 -0.13 -4.0 4.1 Goldman Sachs A: AmValA 37.55 -0.83 -4.6 34.8 Forty A p 42.72 -1.88 -20.6 62.0
KaufmnLCA p 27.23 NA NA NA DivIntlA 24.03 -0.45 -18.6 29.9 FundK 65.72 -2.24 -17.0 69.3 OHMun n 11.90 -0.14 -4.1 7.0 Fed TF A1 p 11.62 -0.16 -5.0 8.5 CapGr 27.95 NA NA NA Invesco Fds Investor: Forty S 40.29 -1.78 -20.6 61.2
KaufmnSCA p 46.66 NA NA NA EqGrA p/r t 14.62 -0.33 -15.2 75.3 Idx2010InsPre 13.44 -0.21 -5.9 19.3 OTC n 15.61 -0.57 -20.4 78.2 FedInt A1 p 11.66 -0.13 -4.2 4.3 HYMuni p 10.09 NA NA NA DivrsDiv n 19.73 -0.32 -1.2 34.0 GlbEqIncA 6.55 0.02 -5.6 20.2
MunStkAdvA p 13.95 -0.19 -5.6 21.8 EqInA 31.09 -0.61 -1.7 39.5 Idx2015InsPre 14.53 -0.25 -6.9 22.3 OTC K 15.94 -0.58 -20.3 78.8 HiInc A1 1.78 -0.03 -4.5 15.1 Muni 16.03 NA NA NA GlHltCr pn 34.38 -1.22 -14.5 31.1 GlbResch T nr 87.76 -2.19 -14.4 39.8
ShIntDurMuA p 10.03 -0.06 -2.6 1.0 FF2030A p 14.22 -0.28 -9.5 29.7 Idx2020InsPre 15.90 -0.30 -7.9 25.1 OverseasK r 54.05 -0.66 -20.0 29.6 HY TF A1 p 9.83 -0.17 -5.5 11.1 Goldman Sachs Inst: Tech n 46.37 -2.10 -22.7 54.2 GblResh Inst 61.14 -1.52 -14.2 40.6
ShtIncA t 8.46 -0.05 -1.6 4.9 GrOppA 112.17 -2.84 -21.8 73.3 Idx2025InsPre 17.90 -0.36 -8.6 27.2 Ovrse n 54.18 -0.65 -20.0 29.2 IncomeA1 p 2.46 -0.02 -1.3 27.9 CoreFix 10.27 -0.21 -5.2 10.1 Invesco Funds A: GlbSel T n 16.83 -0.30 -6.0 46.3
StrValDivA p p 6.04 -0.09 3.5 25.9 HiIncAdvA 11.86 -0.16 -5.9 22.6 Idx2030InsPre 18.78 -0.40 -9.2 29.9 PcBas nr 31.64 -2.04 -18.9 31.1 MIInsTF A1 p 11.25 -0.15 -4.6 7.1 EmgMktEq 24.53 NA NA NA 500InxA p 44.36 -1.30 -11.6 56.5 GlLifeSci T nr 61.33 -1.36 -10.9 37.6
UltraShortA pn 9.09 -0.02 -0.7 3.9 IntCpApA p 23.68 -0.55 -20.2 28.4 Idx2035InsPre 20.73 -0.49 -10.6 33.9 PuritanK 24.52 -0.43 -9.8 45.9 MNInsTF A1 p 12.01 -0.16 -4.9 5.8 EnhInc 9.36 -0.03 -1.3 3.7 ActiveAllA 13.39 -0.35 -13.2 25.4 GlTech T nr 40.91 -1.90 -24.2 65.2
StockTrA 29.65 -0.46 -5.4 39.4 LevCoStA p 48.47 -1.35 -13.9 51.9 Idx2040InsPre 20.96 -0.51 -11.4 37.0 Puritn n 24.54 -0.43 -9.8 45.5 MO TF A1 p 11.31 -0.15 -4.7 6.5 Gr 30.42 NA NA NA AMTFrNY p 11.48 -0.18 -5.9 9.4 Grw&Inc T n 69.00 -2.44 -12.3 44.1
Federated Hermes C: NwInsghtA p 32.79 -0.87 -17.3 45.3 Idx2045InsPre 21.75 -0.53 -11.5 36.9 RealE n 48.34 -0.63 -10.5 29.4 NY TF A1 p 10.66 -0.15 -5.4 6.5 HYMuni 10.09 NA NA NA BalancedRiskAllA 9.48 -0.17 -2.2 26.4 MdCpVal T n 15.95 -0.26 -4.4 28.8
StraValDivC p 6.05 -0.10 3.3 23.3 SmllCapA p 27.59 -0.24 -13.9 51.2 Idx2050InsPre 21.78 -0.54 -11.5 36.9 RealEstInc nr 13.13 -0.10 -4.9 23.5 OHInsTF A1 p 12.35 -0.17 -4.8 6.3 Int 12.85 NA NA NA CapApprA p 56.87 -2.09 -18.1 64.6 Resh T n 55.05 -1.94 -19.0 52.5
Federated Hermes Int: StkSelMC p 38.60 -0.64 -9.2 41.1 Idx2055InsPre 17.92 -0.44 -11.5 36.9 REInc n 11.21 -0.08 -4.1 22.7 OR TF A1 p 11.26 -0.16 -4.7 6.4 Muni 16.02 NA NA NA Chart 17.08 -0.51 -11.5 46.9 Venture T n 78.20 -4.46 -18.4 26.1
GloFinI 32.54 0.32 -12.6 22.8 StrInA 11.83 -0.17 -4.9 12.3 Idx2055Investor 17.91 -0.44 -11.5 36.7 SAIIntlMinVolInd 10.40 -0.18 -10.3 6.4 PA TF A1 p 9.50 -0.13 -4.8 5.5 ShDuTF 10.53 NA NA NA CmstA 29.57 -0.44 -0.3 48.4 Jensen I :
InsHiYld r 9.33 -0.14 -5.1 13.9 TotalBdA p 10.49 -0.20 -4.9 10.6 Idx2020 Premier 15.90 -0.30 -7.9 NS SAILTTreBdIdx 10.33 -0.41 -8.8 17.3 US Gov A1 p 5.66 -0.05 -2.4 3.2 SmCapVa 54.93 NA NA NA CoreBdA p 6.40 -0.13 -5.4 9.0 Jensen I 58.15 -2.24 -13.6 54.5
MDTSmCIS 23.67 NA NA NA Fidelity Advisor C: Idx2025 Premier 17.89 -0.37 -8.6 NS SAISm-MidCap500I 10.08 -0.22 -10.3 45.6 Utils A1 p 21.86 -0.25 -0.7 31.0 Guggenheim Funds Tru: CpBdA 6.94 -0.18 -8.3 13.8 JensenQualGrJ n:
TtlRtnBdI 10.57 NA NA NA BalancC 25.44 -0.61 -10.2 43.8 Idx2030 Premier 18.77 -0.41 -9.2 NS SAIUSMinVolIndFd 17.37 -0.54 -10.1 40.0 Franklin Templeton: FloRaStraFdInst 24.52 -0.29 -1.7 9.1 DevMkt 30.92 -1.73 -19.1 3.2 JensenQualGrJ n 58.22 -2.22 -13.6 53.5
Federated Hermes IS: GrOppC p 91.16 -2.32 -22.0 69.4 Idx2035 Premier 20.73 -0.49 -10.6 NS SAIUSQtyIdx 16.26 -0.64 -14.2 56.2 TgtGro A p 17.93 NA NA NA MacOppFdClInstl 25.97 -0.27 -3.6 12.0 DevMktA 37.21 -2.17 -22.2 -5.4 John Hancock:
IntEq IS p 24.55 -0.37 -15.1 24.5 NwInsghtC t 25.86 -0.69 -17.4 42.0 Idx2040 Premier 20.95 -0.51 -11.4 NS SCEnhIdx n 13.59 -0.17 -10.9 36.6 TgtModA p 14.64 NA NA NA TotRtnBdFdClInst 26.73 -0.57 -5.9 12.8 DiscFdA p 80.75 -1.83 -22.5 56.0 500Index1 46.36 -1.36 -11.6 57.6
KaufmnIS 5.39 -0.18 -22.3 17.0 Fidelity Advisor Fun: Idx2045 Premier 21.75 -0.53 -11.4 NS SCValueI r 20.64 -0.21 -4.5 59.3 FrankTemp/Frank Adv: TotRtnBondFdClA 26.70 -0.58 -6.0 11.8 DisMdCpGrA 23.26 -0.91 -23.1 54.6 BondI 15.16 -0.30 -5.5 10.9
KaufmnSCI 48.04 NA NA NA BalFdZ 26.37 -0.64 -10.0 48.7 Idx2050 Premier 21.78 -0.53 -11.5 NS SmallCap nr 17.06 -0.21 -14.7 32.6 CA HY Adv t 10.81 -0.17 -5.1 11.0 GuideMark Funds: DivIncm p 25.52 -0.39 0.0 30.2 BondR6 15.18 -0.31 -5.5 11.1
CorpBondFdIS 8.99 -0.22 -7.0 12.0 InterDiscZ 42.95 -0.35 -18.4 28.9 Idx 2055 Premier 17.91 -0.44 -11.5 NS SmCapDisc n 27.85 -0.47 -9.1 47.3 CA IntAdv 11.54 -0.13 -4.0 4.4 LgCpCorServ pn 26.89 -0.82 -12.2 55.3 DivrsDiv p 19.74 -0.32 -1.2 33.7 CapApprNAV 13.11 -0.53 -24.0 59.9
FdShinToRetI 10.25 -0.10 -2.7 5.7 IntlGrwZ 17.04 -0.30 -19.0 33.2 IdxIncInsPre 12.08 -0.16 -4.6 14.5 SmlCapO n 13.06 -0.07 -12.5 42.4 CA TF Adv t 7.29 -0.11 -5.2 9.3 GuideStone Funds: EqIncA 10.93 -0.19 -3.6 38.0 ClassicVal I 39.81 0.02 -0.7 40.2
GovUltra 9.92 0.00 -0.2 3.1 Fidelity Advisor I: Income n 11.31 -0.16 -4.6 15.0 SmlCpGrth nr 26.16 -0.34 -17.5 43.4 CvtScAdv 22.12 -0.43 -11.1 53.4 AggrAllGS4 n 12.15 NA NA NA EqInvA 13.87 -0.37 -13.9 27.9 DispVal I 22.58 -0.40 -3.7 43.4
KaufmnLCIS 28.45 NA NA NA BalancI 26.36 -0.64 -10.1 48.2 Income K 11.29 -0.16 -4.6 15.3 SmlCpGrth K6 13.95 -0.17 -17.2 45.5 Dynat Adv 118.59 -5.67 -26.5 51.8 BalAllGS4 n 11.94 NA NA NA EqWtdA p 72.22 -1.97 -8.2 51.4 DispValMdCpR6 26.42 -0.43 -4.5 48.2
ShIntDurMuInst 10.03 -0.06 -2.6 2.0 BiotechI 25.71 0.29 -13.1 24.7 Fidelity Invest: SmlCpGrth Z 26.39 -0.34 -17.4 43.9 Fed TF Adv 11.63 -0.16 -4.9 8.8 EqindxGS2 45.22 NA NA NA FltgRate p 7.16 -0.07 -1.3 9.9 DispValR6 22.63 -0.40 -3.7 43.8
StraValDivIS 6.08 -0.09 3.7 26.9 ConsvIncmMuni I 9.99 -0.01 -0.5 2.0 AdvSrsGroOpport 10.99 -0.30 -21.8 74.6 SmlCpVal nr 20.64 -0.21 -4.5 59.3 FedIntAdv 11.69 -0.13 -4.2 4.6 EqIndxGS4 n 45.22 NA NA NA GblAllocA 18.88 -0.43 -9.7 24.7 IntlGrwI 28.72 NA NA NA
StrincIS 8.77 -0.10 -5.8 12.1 DivIntl 24.55 -0.46 -18.5 30.9 AggrInt n 22.68 -0.52 -20.1 29.7 Srs1000ValIndRet 14.61 -0.33 -5.5 38.9 GrOpAdv p 49.80 -2.03 -22.7 54.2 GrAllGS4 n 12.37 NA NA NA GblStrIncmA p 3.31 -0.04 -7.0 -1.5 MdCpIdxI 22.55 -0.39 -9.4 40.9
UltraShortI 9.08 -0.03 -0.8 4.7 EqGrI 16.81 -0.39 -15.1 76.7 AilSectEq 9.97 -0.25 -11.7 66.3 SrsBlChGroRetail n 12.91 -0.42 -21.5 84.0 Growth Adv t 124.57 -4.86 -17.7 53.9 GrEqGS2 23.86 NA NA NA GlbOppA p 56.05 -0.74 -24.4 18.8 Science&TechI 27.87 -1.53 -23.8 50.9
ShtlncIS 8.46 -0.04 -1.4 5.9 FAEmgMktI 28.02 -1.74 -17.0 22.7 AMgr20% n 14.09 -0.20 -4.8 15.3 SrsCommStrt 5.21 -0.01 27.4 60.7 HY TF Adv 9.87 -0.18 -5.5 11.3 GrEqGS4 n 23.46 NA NA NA Glcoreeq p 13.80 -0.13 -13.9 25.2 TotalStkMktIdxI 27.05 -0.78 -12.4 52.9
FedMuniUl A 9.95 -0.02 -0.7 2.2 FAIntDiscI r 43.00 -0.36 -18.5 28.5 AMgr50% n 20.37 -0.41 -8.4 28.2 SrsEmrgMkt 17.18 -0.92 -18.3 12.6 IncomeAdv 2.44 -0.02 -1.2 28.6 IntEqGS2 12.92 NA NA NA GlGr 23.98 -1.01 -23.0 14.2 VolGrw1 11.98 -0.22 -9.8 12.7
Federated Hermes R: FAInvGrdI 7.94 -0.16 -4.9 11.3 AMgr70% n 25.89 -0.59 -10.4 35.3 SrsGlobal 13.28 -0.23 -11.8 17.2 RisDv Adv r 85.20 -2.88 -12.0 51.1 LowDurGS2 13.16 NA NA NA GlHltCr 34.37 -1.22 -14.5 31.1 John Hancock Class 1:
KaufmnR r 5.20 -0.17 -22.4 15.3 FF2030 14.33 -0.29 -9.5 30.7 AMgr85% n 23.48 -0.59 -12.0 40.9 SrsGroCoRetail 16.28 -0.54 -20.2 101.2 SmCpGrAdv p 20.95 -0.62 -19.0 28.1 MedDurGS2 14.15 NA NA NA GrIncA 23.68 -0.42 -3.1 42.9 BlueChipGrw 43.88 -1.63 -21.7 40.0
Federated Hermes R6: FF2040 15.60 -0.33 -11.8 37.4 AstMgr30R n 12.06 -0.20 -6.2 20.2 SrsIntlGrw 15.47 -0.28 -19.1 37.1 SmCpValAdv t 58.28 -0.02 -4.7 42.9 ValEqGS2 20.34 NA NA NA GrowAlloc p 14.63 -0.39 -13.2 22.2 CapAppr 13.01 -0.53 -24.0 59.7
FedInstHYBondL 9.33 -0.15 -5.2 13.8 FltRatel 9.28 -0.11 -1.5 10.2 Balanc n 27.35 -0.66 -9.9 48.7 SrsIntlSmCp 16.99 -0.19 -20.6 32.5 SmMCpGrAv t 39.97 -1.80 -23.0 49.1 Hyld 3.74 -0.05 -5.0 8.9 LSAggr 15.00 -0.34 -11.1 39.2
KaufmnSCL
StrValL
47.64
6.08
NA NA NA
-0.09 3.7 27.0
GrOppI
HiIncAdvI
123.87
11.08
-3.13
-0.16
-21.8
-5.9
74.6
23.3
BalancedK
BluCh n
27.35
143.96
-0.66
-4.35
-9.9
-21.6
49.0
82.9
SrsIntlVal
SrsSmCapDiscRet
10.25
12.87
0.07
-0.23
-8.2
-9.7
24.8
52.6
USGovAdv p
Utils Adv
5.68
22.08
-0.05
-0.25
-2.3
-0.7
3.7
31.6
H HYMuA
IntlBdA p
9.75
4.66
-0.15
-0.04
-5.4
-8.3
11.6
-5.5
LSBalncd
LSConserv
14.10
12.50
-0.26
-0.16
-8.6
-5.8
29.5
15.1
TtlRtnBdL 10.57 NA NA NA HthCarI r 62.05 -1.89 -15.7 33.3 BluChpGr K6 21.81 -0.67 -21.7 87.3 STBF n 8.44 -0.05 -1.8 4.3 FrankTemp/Franklin A: Harbor Funds: IntlDivA 17.23 -0.38 -20.0 13.6 LSGwth 14.69 -0.31 -10.0 34.6
Fidelity: IntlGr 17.01 -0.30 -19.0 32.7 BluChpGrK 144.49 -4.36 -21.6 83.4 StkSelCpK 60.49 -1.78 -12.6 57.6 BAL A t 12.99 -0.19 -3.7 28.8 Bond 11.31 -0.20 -4.5 10.1 IntlGrow 22.91 -0.63 -15.5 16.5 LSModer 12.97 -0.21 -7.0 22.6
500IdxInstPrem n 146.26 -4.28 -11.5 59.0 IntlSmCp 28.77 -0.22 -11.5 23.8 CALmtTrmTFB n 10.44 -0.07 -2.8 3.2 StkSelSmCp n 30.08 -0.17 -12.4 51.1 BalInv p 34.63 -0.38 -3.1 34.1 CapApInst 76.79 -3.09 -23.8 58.2 IntlGrowA p 35.26 -0.15 -23.0 21.6 RetCho2015 10.78 -0.15 -4.8 12.3
BalancedK6 13.43 -0.32 -9.9 NS LmtdTrmBdFd 11.30 -0.13 -3.0 5.2 CAMun n 12.65 -0.16 -4.7 7.2 StkSlcACap n 60.64 -1.79 -12.6 57.1 BioDis A p 104.24 0.47 -15.3 3.0 CapApInv pn 71.18 -2.87 -23.9 56.5 IntlSmCoA 44.19 -0.47 -22.6 21.7 RetCho2025 11.38 -0.19 -6.0 19.3
Contrafund K6 19.27 -0.54 -17.1 56.6 MuniIncI r 10.36 -0.10 -3.8 6.5 Canad nr 66.23 0.34 2.6 51.3 StratDivInc n 16.59 -0.34 -6.6 38.1 CoreAll A p 21.11 -0.58 -13.6 33.6 IntlGr r 15.59 -0.60 -25.9 20.2 IntTMIA p 10.97 -0.12 -4.3 7.0 RetCho2030 12.47 -0.27 -8.3 24.8
EmgMktIdxInstPre n 10.58 -0.51 -12.5 9.0 MuniIncome 12.83 -0.17 -5.0 8.7 CapAp n 38.33 -0.87 -13.2 68.6 StrDivIncI 16.53 -0.34 -6.6 38.0 CvtSc A p 22.11 -0.43 -11.1 52.2 IntlInst r 41.27 -0.32 -12.6 20.0 InvescoFd p 29.88 0.73 14.0 100.6 RetCho2035 13.32 -0.32 -9.7 29.5
ExtMktIdxInstPre n 73.68 -1.74 -15.5 39.0 NwInsghtI 34.06 -0.90 -17.2 46.4 CapDevA p 17.99 -0.36 -5.1 50.1 TaxFrB nr 11.51 -0.15 -4.8 9.4 DynaTech A p 114.01 -5.46 -26.5 50.7 LgCpValue 20.41 -0.57 -12.1 51.0 InvGloblFdA 95.63 -4.09 -23.1 29.8 RetCho2040R4 13.80 -0.35 -10.4 32.0
FidAdAsset 14.08 -0.21 -4.8 15.4 REIncmInst 13.08 -0.10 -4.9 23.5 CapDevO n 18.84 -0.38 -5.0 51.3 TotalBond n 10.49 -0.19 -4.8 11.6 EqIn A p 29.93 -0.65 -6.0 42.4 SmCpGwth 12.58 -0.17 -17.5 47.6 LmtdTrmMunInc p 11.22 -0.06 -2.0 4.8 RetCho2045 14.14 -0.36 -10.8 33.7
FidAdAsset 12.94 -0.24 -7.3 24.5 SmCapGrwI 26.25 -0.34 -17.4 43.4 ChinaReg n 34.91 -3.04 -19.6 19.8 TotalBond K6 9.74 -0.18 -4.7 12.1 FlRtDA A p 7.79 -0.06 -0.4 4.4 SmCpValInst 40.48 -0.10 -4.9 39.1 MnStFndA 50.45 -1.50 -11.4 51.6 RetCho2050R4 12.64 -0.33 -11.0 34.1
FidAdEm 35.62 -1.65 -18.3 NS StrInI 12.00 -0.18 -5.0 13.1 CnvSc n 33.40 -0.55 -8.4 66.9 Trend n 134.09 -5.09 -21.4 71.9 FoundFAlA p 14.03 -0.20 -6.2 15.4 Harding Loevner: MnStOpA p 22.24 -0.68 -10.8 57.7 RetLiv2025 10.13 -0.20 -8.6 30.7
FidAdJapan 15.02 -0.88 -18.6 22.9 Total Bd 10.47 -0.20 -4.8 11.4 Contra n 15.36 -0.42 -17.1 57.8 Utility n 27.66 -0.18 -0.4 24.1 FrkIntlGrthA 16.31 -0.28 -23.6 22.9 EmgMktsAdv n 46.01 -2.37 -22.7 -5.3 MnStSmCpA p 25.47 -0.50 -10.0 39.6 RetLiv2030 10.65 -0.23 -9.8 33.3
FidFreeBlend 10.76 -0.21 -8.9 NS Fidelity Advisor M: ContraK 15.42 -0.41 -17.0 58.4 Value n 14.04 -0.20 -4.4 61.2 FSmCoSer r 18.16 -0.42 -16.7 12.0 IntlEq 24.97 -0.47 -17.0 23.6 ModInvA 10.76 -0.28 -11.4 20.9 RetLiv2035 11.11 -0.26 -10.8 35.6
FidFreeBlend 10.78 -0.23 -9.6 NS Balanced p 26.10 -0.63 -10.1 46.0 CorpBd n 11.41 -0.32 -7.8 11.6 ValueDisc n 36.58 -0.80 -4.4 46.0 GoldPrM A p 24.51 0.48 11.5 111.5 Hartford Funds A: MunInA 13.05 -0.18 -5.1 9.7 RetLiv2040 11.39 -0.27 -11.6 37.5
FidFreeBlend 10.93 -0.25 -11.1 NS EqGr p 14.14 -0.33 -15.3 74.1 CpInc nr 10.45 -0.16 -6.2 26.1 ValueK 14.06 -0.20 -4.4 61.6 GrOp A p 44.70 -1.84 -22.8 53.0 BalIncA 15.05 -0.38 -6.1 23.8 QualityIncomeA 10.87 -0.16 -3.9 4.3 RetLiv2045 11.23 -0.28 -12.1 38.0
FidFreeBlend 11.03 -0.26 -12.0 NS EqIn p 32.11 -0.63 -1.7 38.5 DisEq n 53.57 -2.03 -18.0 62.4 Wrldw n 29.64 -0.66 -17.5 48.9 Growth A p 123.76 -4.84 -17.7 52.7 CapAppA p 37.50 NA NA NA RchHiYldMuniA 7.63 -0.13 -5.7 17.2 John Hancock Funds A:
FidFreeBlend 11.02 -0.26 -12.1 NS GrOppM p 110.64 -2.81 -21.9 72.0 DivGrowK 32.92 -0.68 -10.1 36.1 Fidelity SAI: LwDuToRt A 9.22 -0.06 -2.4 4.4 Chks&Bal p 10.08 NA NA NA RealEst p 21.52 -0.33 -10.6 26.5 BalA 24.95 NA NA NA
FidSAI 9.40 -0.11 -5.3 NS NwInsghtM p 30.88 -0.82 -17.3 44.2 DivGth n 32.96 -0.68 -10.1 35.7 FidSAIEmgMktIndx 13.70 -0.65 -12.5 8.6 RisDv A p 85.27 -2.88 -12.1 50.0 DiscpEqA p 43.15 -1.22 -12.8 52.6 RisingDivA 23.18 -0.70 -9.5 52.2 BondA p 15.16 -0.30 -5.5 9.9
FidSAIEmerg 12.60 -0.46 -8.0 NS SmllCapM p 24.55 -0.21 -14.0 50.1 DivIntl n 39.47 -0.73 -18.6 29.7 FidSAIIntlIndxFd 12.31 -0.07 -13.0 17.6 SmCpGr A p 18.45 -0.55 -19.0 27.1 DivGth A p 32.07 -0.67 -5.8 54.2 RochAMTFrMuni 7.48 -0.11 -5.0 15.8 DispVal 23.53 -0.41 -3.7 42.4
FidSAIIntern 11.37 -0.17 -14.4 NS StkSelMC 38.99 -0.64 -9.2 40.1 DivIntl K6 12.59 -0.23 -18.4 31.2 IntlValIdx 8.63 -0.05 -6.8 10.6 SmCpVal A p 54.57 -0.01 -4.7 41.8 EqInc t 21.89 -0.60 -4.2 42.4 RochCAMuni 8.73 -0.12 -4.9 12.2 DispValMdCp 25.19 -0.42 -4.6 46.6
FidSer5 10.01 0.04 -1.2 NS StrInM p 11.82 -0.18 -5.0 12.3 DivIntlK r 39.39 -0.73 -18.6 30.2 LowDurationInc 9.93 -0.03 -0.6 NS SmMCpGrA p 34.19 -1.54 -23.0 48.0 FltRateA t 8.17 NA NA NA RochLmtTrNYMuni p 2.95 -0.03 -3.1 7.9 FunLgCpCorA p 63.37 NA NA NA
InvGrBdA 10.18 -0.20 -5.2 8.2 Affiltd p 16.91 -0.40 -8.9 29.9 TechA 52.22 -1.48 -20.6 52.8 HYMunBd 17.28 -0.31 -5.6 16.8 ShtAssetInv 9.90 NA NA NA R2010 n 16.26 -0.23 -7.3 24.0 BPSmVal2Inst 29.15 -0.35 -4.5 37.9 LtdTIncI 13.26 -0.13 -3.1 8.0
IntlGrw 28.63 NA NA NA BdDeb p 7.81 -0.14 -6.1 12.5 TotRA 19.96 -0.43 -6.9 30.3 Nuveen Cl R: StcksPLUSIntlHdg r 8.03 NA NA NA R2015 n 13.58 -0.20 -7.6 25.7 RBC Funds: LtdTMu I 14.00 -0.10 -2.9 3.1
LifeAggr 15.09 -0.34 -11.2 37.7 CalibrDivGr 18.15 -0.57 -12.4 46.6 UtilA 23.83 0.05 -2.7 33.3 CAMunBd 10.98 -0.16 -5.2 8.2 StcksPLUSSmall 9.39 NA NA NA R2020 n 20.41 -0.32 -8.1 27.8 AccCpCommInvI 8.54 NA NA NA LtdTMuA 14.00 -0.10 -2.9 2.5
LifeBal 14.22 -0.27 -8.7 28.2 CoreFxdInc p 10.53 -0.18 -4.4 8.7 ValueA 49.57 -1.26 -8.8 37.6 IntDMunBd 9.24 -0.10 -3.9 7.8 StkPlsLgDur 6.33 NA NA NA R2025 n 17.75 -0.31 -9.1 30.5 RiverNorth Funds: Thrivent Funds A:
LifeConsv 12.52 -0.16 -5.9 13.9 DevGt p 19.72 -0.38 -25.6 29.1 MFS Funds Class C: LmtTrmR 11.01 -0.07 -2.5 5.7 StksPLS 11.54 NA NA NA R2030 n 26.44 -0.53 -10.3 32.7 RNDLIncomeI 9.90 NA NA NA DivrIncPlus 7.23 -0.10 -5.8 14.7
LifeGrw 14.78 -0.30 -10.1 33.3 FloatRt p 8.22 -0.08 -1.5 5.7 GrowthC 108.32 -3.97 -20.4 51.7 NYMunBd 10.72 -0.14 -5.0 8.1 StPlTRInst r 10.46 NA NA NA R2035 n 20.24 -0.44 -11.4 34.7 Royce Funds: LgCpStk 25.11 -0.61 -12.4 35.0
LifeMod 13.05 -0.21 -7.1 21.2 FundlEq p 12.82 -0.30 -7.3 36.8 MFS Funds Class I: Nuveen Fds: TotRetESG 8.75 NA NA NA R2040 n 28.75 -0.65 -12.2 36.4 Oppty I nr 15.58 -0.19 -7.0 69.9 MidCapStk 28.16 -1.04 -13.1 48.3
StrIncA p 6.21 -0.09 -4.9 9.2 GrOppty p 20.16 -1.04 -22.3 36.1 BondI 13.44 -0.36 -8.0 12.0 RealEst 20.93 -0.34 -8.3 33.9 TotRt 9.75 NA NA NA RealEst n 18.60 -0.25 -7.8 29.2 PAMut I nr 8.48 -0.13 -12.1 34.7 MuniBd 10.98 -0.14 -4.7 7.6
USGlobLdrs 55.26 -2.39 -19.6 52.1 HiYldA t 6.96 -0.12 -6.3 12.7 GrowthI 155.08 -5.65 -20.3 56.3 TRII 9.14 NA NA NA Ret2025A p 17.62 -0.31 -9.1 29.5 PremierI nr 11.50 -0.19 -11.3 34.3 SmCapStk p 22.87 -0.33 -6.4 55.3
John Hancock Instl: HYMuniBd p 12.07 -0.20 -6.5 12.0 IntNwDI 32.39 -0.60 -14.4 11.5 O TrndsMgdFutStrgy 12.56 NA NA NA Ret2045 n 20.11 -0.47 -12.6 37.9 SpecEqI nr 17.87 -0.34 -6.4 27.8 Thrivent Funds S:
BalancedI 24.93 NA NA NA IncomeA p 2.74 -0.06 -5.9 12.7 MCapI 26.02 -0.98 -21.6 44.8 PIMCO Funds: Ret2045R 19.62 -0.46 -12.7 35.8 TotRet I nr 8.26 -0.03 -5.9 34.2 LgCpVal n 27.54 NA NA NA
DispValMCI 26.43 -0.43 -4.5 47.7 IntrTxFr 10.75 -0.14 -4.9 6.9 MCapValI 30.24 -0.65 -6.6 46.9 Oak Associates Funds: StcksPLUSIntlHdg 7.92 NA NA NA Ret2055 n 17.61 -0.41 -12.7 37.7 RS Funds: MidCapStk n 33.08 -1.22 -13.0 49.4
FunLgCpCorI 66.90 NA NA NA MidCapStk 31.77 -0.52 -7.5 33.5 MIGI 38.12 -1.37 -14.0 64.2 RedOakTec n 35.57 -1.14 -16.1 53.0 TotRet 9.75 NA NA NA Ret2055 17.43 -0.41 -12.8 36.6 CoreEqVIP 51.77 -1.25 -4.7 37.1 OppIncmPl n 9.56 -0.12 -4.9 5.8
IncomeI 6.20 -0.09 -4.8 10.2 MultiAstBalOppty 10.89 -0.19 -10.2 29.5 MITI 35.23 -1.01 -12.1 50.3 Oakmark Funds Invest: PIMCO Funds A: RetBal Inc n 14.18 -0.17 -6.4 23.9 InvQBdVIP 11.85 -0.22 -5.6 9.2 TIAA-CREF/Instl Cl:
StratIncmOppI 10.50 -0.14 -5.2 10.9 MultiAstInc 15.64 -0.23 -8.2 21.1 ResBdI 10.51 -0.19 -5.2 10.2 EqtyInc nr 32.52 NA NA NA AllAsset 12.13 NA NA NA SciTec n 32.83 -2.05 -24.4 40.8 Russell Funds S: CoreBond Inst 10.05 -0.18 -5.3 8.6
USGlbLdrsGrwI 61.80 -2.68 -19.6 53.2 ShDurTxFr 15.39 -0.09 -2.5 2.8 RschI 54.40 -1.66 -12.7 51.1 GlbSel nr 20.32 NA NA NA HiYld 8.44 -0.14 -5.8 10.8 Sht-Bd n 4.68 -0.03 -1.9 5.7 EmerMkts 16.80 NA NA NA CorePlsBd 10.09 -0.17 -5.3 9.2
JPMorgan A Class: ShtDurIncmA p 4.05 -0.03 -2.2 5.8 TotRI 19.96 -0.43 -6.8 31.3 Global n 31.27 NA NA NA HiYldMuniBd 9.26 -0.13 -5.0 14.1 SmCap n 55.90 -0.34 -9.5 41.4 IntlDvMkt 38.29 NA NA NA TIAA-CREF/Retail Cl:
CoreBond 11.28 -0.19 -4.3 8.6 TaxFr p 11.33 -0.18 -6.2 9.3 ValueI 49.89 -1.27 -8.8 38.7 IntlSmCp nr 16.73 NA NA NA IncomeFd 11.22 NA NA NA SmCapStk n 58.65 -1.47 -15.9 40.6 InvGrdBd 20.60 NA NA NA EqIdx n 30.66 -0.88 -12.0 54.6
CorePlusBd p 8.01 -0.13 -4.6 8.8 TotRet p 9.92 -0.17 -4.7 8.8 Miller Convertible B: Oakmark n 112.01 NA NA NA IntlBdUSH 10.38 NA NA NA SpecGr n 24.03 -0.60 -12.4 42.3 StratBd 10.37 NA NA NA Gro&Inc n 22.53 -0.69 -13.2 50.8
EmMktEq t 28.91 -1.66 -21.6 9.6 ValOpps p 18.65 -0.47 -13.3 39.8 MillerConvBndFd 13.76 -0.18 -3.4 30.9 OakmrkInt n 24.27 NA NA NA InvstGrCrBd 9.77 NA NA NA SpecInc n 12.24 -0.15 -4.2 12.3 TaxExBd 22.94 NA NA NA LrgCpGro n 19.27 -0.60 -19.4 53.6
EqInc p 22.29 -0.66 -4.6 41.7 Lord Abbett C: Mondrian: Select n 58.57 NA NA NA LowDurA 9.59 NA NA NA SpecIntl n 13.70 -0.28 -15.0 15.8 TMUSMdSmCp 37.02 NA NA NA MgdAlloc n 12.07 -0.25 -10.5 25.8
EqIndx p 63.10 -1.86 -11.6 57.0 BdDeb 7.83 -0.14 -6.2 10.3 IntlValEq n 13.54 -0.04 -6.9 8.4 Oberweis Funds: LowDurInc 8.23 NA NA NA SuMuInc n 11.89 -0.15 -4.7 9.1 TxMngUSLgCp 62.68 NA NA NA SocChEq n 21.47 -0.69 -13.1 54.1
GroInc p 63.91 -1.44 -5.1 45.7 ShtDurIncmC t 4.07 -0.03 -2.3 3.5 Morgan Stanley Fds A: IntlOppInst 9.94 -0.07 -24.2 36.8 MuniBdA 9.97 -0.12 -4.7 9.3 SuMuInt n 11.77 -0.13 -4.1 6.5 USSmCpEq 27.45 NA NA NA TIAA/CREF Funds:
GwthAdv p 26.23 -0.82 -17.4 81.7 Lord Abbett F: InsightA p 39.82 -3.56 -39.6 33.2 Old Westbury Fds: RealRtnA 12.07 NA NA NA TaxEfEqty nr 48.69 -2.05 -20.1 55.8 Rydex Dynamic Fds: BdIdxInst 10.58 -0.20 -4.7 7.4
Inv Bal p 15.65 -0.29 -7.8 27.5 BdDeb 7.80 -0.14 -6.0 12.8 Morgan Stanley Fds I: AlCpCore n 22.27 -0.69 -14.9 57.6 ShtTmA 9.69 NA NA NA TF Incom n 12.01 -0.16 -4.7 12.0 NasdaqStratH p 312.01 -26.86 -35.0 167.6 EqIdxInst 30.08 -0.86 -12.0 55.8
InvCon p 12.87 -0.22 -6.4 18.9 DevGt p 21.33 -0.41 -25.6 29.6 FxInOpp I 5.48 NA NA NA FixInc pn 10.81 -0.14 -3.2 5.8 StksPLSTR 10.14 NA NA NA TF Incom n 9.95 -0.13 -4.6 8.8 Rydex Investor Class: EqIdxRet 30.55 -0.87 -12.1 54.7
InvG&I p 18.32 -0.37 -8.9 35.2 FloatRt p 8.21 -0.08 -1.6 6.0 Insight I 46.24 -4.13 -39.5 34.3 LrgCpStr n 16.02 -0.44 -15.0 31.5 TotRetA 9.75 NA NA NA TFSI n 5.54 -0.03 -2.4 3.6 NasdaqInv n 61.32 -2.50 -18.6 82.9 Gr&IncInst 14.95 -0.46 -13.2 52.0
InvGrwt p 22.75 -0.50 -10.4 43.2 HiYld p 6.96 -0.11 -6.1 13.2 Morgan Stanley Inst: MuniBd pn 11.78 -0.11 -3.6 3.4 PIMCO Funds C: TotIndex n 45.43 -1.31 -12.3 53.7 Gr&IncRet 15.33 -0.48 -13.3 50.8
LgCpGwth p 50.10 -1.42 -17.0 82.2 HYMuniBd 12.08 -0.20 -6.5 12.3 CapGrI 45.17 -3.89 -39.2 38.0 OWstbryNYMuBndFdn 10.05 -0.09 -3.5 3.3 IncomeFd 11.22 NA NA NA U.S.EqResch n 39.87 -1.13 -11.9 59.8 S HgYldInst 9.04 -0.14 -4.9 10.9
MdCpGrw p 34.30 -1.16 -18.9 55.3 Income 2.74 -0.06 -6.2 13.0 CapGrP p 41.25 -3.56 -39.2 37.0 Sm&MdCapStrategi n 15.33 -0.40 -15.1 22.2 PIMCO Funds I2: USLrgCpCore n 31.68 -0.89 -11.6 50.9 InflLkdBdInst 12.27 0.04 1.0 20.6
MdCpVal p 38.40 -0.75 -4.7 37.4 IntrTxFr 10.75 -0.14 -4.9 7.2 CorPlusFxdIncI 10.75 -0.19 -5.3 10.0 Optimum Funds Inst: All Asset 12.15 NA NA NA USTInter n 5.75 -0.11 -3.4 6.9 Schwab Funds: IntlEqIdxInst 19.92 -0.14 -12.9 17.6
ShrtDurBd p 10.78 -0.06 -1.9 5.4 NatlTxF p 11.32 -0.18 -6.2 9.6 Discovery I 16.87 -1.41 -40.2 43.0 Fixed Inc 9.11 -0.17 -5.2 8.3 CommdtyRR 7.50 NA NA NA VABond n 11.92 -0.15 -4.3 8.5 1000 Inv nr 92.09 NA NA NA IntlEqIdxRet 20.41 -0.14 -13.0 16.7
Sm Cap p 48.37 -1.02 -11.7 37.0 ShtDurIncm 4.04 -0.03 -2.2 5.8 DiscoveryA p p 11.50 -0.96 -40.2 41.9 Intl Eqty 11.55 -0.27 -16.0 11.5 ComPLUSStrtgyFd 9.20 NA NA NA Value n 44.09 -0.93 -7.8 51.3 Balanced n 17.07 NA NA NA IntlEqInst 11.73 -0.01 -17.0 20.2
SmCapGrw p 16.54 -0.40 -20.1 35.2 ShtDurTxF p 15.40 -0.08 -2.5 3.1 GloFranI t 31.28 -1.56 -15.4 36.2 LgCpGrwth 19.96 -0.81 -21.7 42.8 EmgMkBd 9.08 -0.04 -10.5 1.9 Price Funds - Adv Cl: CoreEq n 21.45 NA NA NA LC2020Ret 13.01 -0.22 -8.1 22.7
SR2020 p 15.85 -0.27 -7.4 17.7 TotRet 9.92 -0.17 -4.6 9.1 InceptionP A p 8.38 -0.53 -36.5 60.9 LgCpVal 19.75 -0.42 -6.4 41.1 HiYldMuniBd 9.26 -0.13 -5.0 14.7 BlChip p 135.13 -5.28 -22.2 39.6 DivEqSel n 14.48 NA NA NA LC2025Ret 13.69 -0.24 -8.9 25.0
SR2030 p 18.24 -0.38 -9.9 24.4 Lord Abbett I: InceptionPort I 12.54 -0.81 -36.5 62.3 SmCpGrwth 13.58 -0.32 -17.6 55.6 Income 11.22 NA NA NA CapAppA p 33.67 -0.71 -7.7 45.3 FunIntlLgInst nr 9.53 NA NA NA LC2030Ret 14.20 -0.27 -9.8 27.2
SR2040A p 20.27 -0.45 -11.3 32.7 BdDebentr 7.77 -0.14 -5.9 13.3 IntlEqI 13.45 -0.07 -11.6 13.2 SmCpVal 15.52 -0.20 -5.2 37.4 IntlBdUSH 10.38 NA NA NA Growth p 78.21 -3.54 -24.2 42.0 FunUSLgInst nr 22.07 NA NA NA LC2035Ret 14.83 -0.31 -10.8 29.4
USEquity 19.48 -0.54 -11.4 69.4 DevlpGro 25.89 -0.50 -25.6 30.0 MorganStanleyPathway: Osterweis Strat Income: InvstGrCrBd 9.77 NA NA NA R2020A p 20.21 -0.31 -8.1 26.9 HlthCare n 25.93 NA NA NA LC2040Inst 10.23 -0.22 -11.6 32.7
ValAdv t 38.94 -0.77 -1.8 40.4 FloatRt 8.23 -0.08 -1.4 6.3 CoreFxIcm n 7.72 -0.15 -5.8 8.5 OsterweisStrInc n 11.17 -0.10 -2.9 14.3 LowDurInc 8.23 NA NA NA R2030A p 26.13 -0.52 -10.4 31.7 InflProSel n 12.39 NA NA NA LC2040Ret 15.34 -0.33 -11.6 31.8
JPMorgan C Class: HiYld 6.99 -0.12 -6.2 13.4 LgCapEq n 22.29 -0.69 -12.9 47.6 LwDur 9.59 NA NA NA R2035 20.10 -0.44 -11.4 33.7 IntI Sel nr 20.82 NA NA NA LC2045Ret 12.59 -0.28 -12.3 34.2
InvBal p 15.33 -0.28 -7.9 25.6 ShtDurInc p 4.04 -0.03 -2.2 6.2 Sm-MdCapEq nr 17.74 -0.31 -10.8 38.9 MuniBd 9.97 -0.12 -4.7 10.0 R2040A p 28.41 -0.65 -12.3 35.4 IntlMstr nr 20.31 NA NA NA LCIdx2010Inst 16.65 -0.28 -6.8 22.5
InvConsvGr t 12.80 -0.22 -6.4 17.1 LSVValEq : Munder Funds: PQR RealRtn 12.07 NA NA NA Ret2045-A p 19.93 -0.46 -12.6 36.8 MT AllEq n 21.25 NA NA NA LCIdx2020Inst 18.83 -0.36 -7.9 25.6
JPMorgan Funds: LSVValEq 27.86 -0.63 -4.1 36.1 MndrIntlSmCpInv r 14.34 -0.01 -14.8 26.1 PACE Funds Cl P: ShtTm 9.69 NA NA NA Ret2050-A p 16.79 -0.39 -12.8 36.7 MT Bal n 19.25 NA NA NA LCIdx2025Inst 20.51 -0.42 -8.6 28.1
Fl EmMktEq L 29.88 -1.71 -21.5 10.8 Munder Funds Cl Y: IntlEqty P 15.73 -0.08 -11.5 21.6 TotRt 9.75 NA NA NA Price Funds - R Cl: MT Gro n 24.75 NA NA NA LCIdx2035Inst 23.70 -0.55 -10.1 33.0
MdCpVal L 39.67 -0.77 -4.7 39.3 M MndrSCVClY p 39.12 -0.42 -2.9 42.0 LgGrEqty P 21.94 -0.67 -16.7 64.2 PIMCO Funds Instl: BlChipR p 128.20 -5.02 -22.2 38.5 S&P Sel n 65.38 NA NA NA LCIdx2040Inst 24.93 -0.59 -10.7 35.6
USEquity L 19.62 -0.55 -11.3 71.3 Mutual Series: LgVEqty P 20.96 -0.42 -4.6 31.6 ComPLUSStrtgyFd 9.31 NA NA NA ExtIndex nr 30.62 -0.75 -15.4 37.4 SmCp Sel nr 32.25 NA NA NA LCIdx2045Inst 25.71 -0.62 -11.3 38.3
JPMorgan I Class: MainStay Fds A: BeacnZ 16.34 -0.25 -9.0 25.7 StraFxd P 13.08 -0.26 -5.4 10.7 DynamicBd 10.34 NA NA NA GrowthR p 74.70 -3.38 -24.2 40.9 SmCpEqSel nr 19.82 NA NA NA LifeStkIdx 36.08 -1.04 -12.0 55.7
CoreBond 11.27 -0.20 -4.3 9.4 ConvtA 18.93 -0.23 -7.5 50.8 GlbDiscA 29.08 -0.25 -5.6 21.6 Pacific Life Funds: GNMAGvtSec 10.80 NA NA NA R2020R p 19.93 -0.32 -8.2 25.9 Trgt2030 nr 16.17 NA NA NA LrgCpGrIdxInst 47.49 -1.77 -17.9 74.6
CorePlusBd 8.00 -0.14 -4.6 9.6 HiYldBdA 5.36 -0.06 -3.8 13.8 GlbDiscz 29.83 -0.25 -5.5 22.6 PortOptModAggClA p 13.73 NA NA NA IncomeFd 11.22 NA NA NA R2030R p 25.82 -0.52 -10.4 30.7 Trgt2040 nr 17.34 NA NA NA LrgCpGrIdxRet 47.87 -1.78 -17.9 73.4
EmMktEq I 29.64 -1.69 -21.5 10.5 IncBldr 19.04 -0.40 -8.5 19.5 QuestA t 14.17 -0.12 -0.4 12.7 PortOptModClA r 12.90 NA NA NA InflRespMulAsset 9.19 NA NA NA R2040R p 28.13 -0.64 -12.3 34.5 TSM Sel nr 73.27 NA NA NA LrgCpGrInst 19.36 -0.61 -19.5 54.8
EqInc 22.72 -0.68 -4.5 42.5 LgCpGrA p 9.20 -0.36 -21.3 56.4 QuestZ 14.42 -0.12 -0.3 13.6 Palmer Square: Pioneer Funds A: Ret2025-R p 17.37 -0.30 -9.1 28.6 TxFrBd n 11.53 NA NA NA LrgCpVl IdxInst 23.21 -0.53 -5.5 38.7
EqIndx 63.22 -1.85 -11.6 58.2 TxFrBdA 10.07 -0.13 -5.1 8.8 SharesZ 25.84 -0.54 -4.6 22.6 Income Plus 9.95 NA NA NA AMTFreeMuniA p p 14.61 -0.25 -6.2 9.2 Ret2035-R 19.79 -0.43 -11.5 32.7 USSmCoIdx nr 16.44 NA NA NA LrgCpVl IdxRet 23.66 -0.54 -5.6 37.6
GrAdv r 27.67 -0.87 -17.4 83.1 MainStay Fds I: Parnassus Fds: BondA 9.22 -0.16 -4.8 10.8 Ret2050-R 16.59 -0.38 -12.8 35.8 Segall Bryant & Hami: LrgCpVl Inst 20.40 -0.41 -6.1 43.8
GvBd 10.47 -0.14 -3.4 6.8 EpochGlb r 19.54 -0.23 -6.0 20.8 N ParnEqFd n 55.57 -2.10 -12.4 59.8 CoreEqA 21.37 -0.59 -8.6 63.2 PRIMECAP Odyssey Fds: SmallCapVal Inst 14.20 -0.08 -4.4 29.8 MdCpGrInst 19.12 -0.60 -22.4 29.7
HighYld 6.87 -0.10 -4.5 12.1 MacKaySTMuni 9.49 -0.05 -1.9 3.0 Parnsus n 48.98 -2.68 -23.9 22.1 DiscGrA 14.56 -0.54 -15.8 69.0 AggGrowth nr 43.00 -1.43 -18.4 24.1 SEI Portfolios: MdCpVl Inst 17.71 -0.49 -8.4 29.2
IntlEq 17.12 -0.16 -18.1 20.3 S&P500IdxA 52.35 -1.54 -11.6 56.7 Nationwide Fds R6: Pax World Fds: EqIncA 38.59 -0.73 -5.6 33.4 Growth nr 38.69 -0.98 -12.3 34.0 CoreFxIn F 10.72 -0.22 -5.8 8.6 MdCpVlRet 17.57 -0.48 -8.4 28.2
IntmdTFBd 10.57 -0.11 -4.1 6.3 TRBd 10.09 -0.21 -6.1 10.0 IntIdxR6 8.00 NA NA NA SustAll Inv n 26.26 -0.56 -9.4 37.4 HighIncMuniA 7.13 -0.09 -4.8 9.9 Stock nr 36.39 -0.39 -9.3 43.3 EMktDbt F 8.63 -0.04 -11.1 -5.0 QuantSmCpEqInst 17.23 -0.18 -9.6 35.5
InvConGw 12.97 -0.21 -6.2 19.8 Mairs&Power: Nationwide Fds Serv: Paydenfunds: MdCapVa 25.20 -0.41 -4.3 41.3 Principal Investors: HiYld F 6.63 -0.10 -4.3 18.6 RealSecInst 21.32 -0.41 -10.5 45.0
InvGrwth 23.40 -0.52 -10.4 44.2 MairsPwrBal n 105.68 -2.92 -9.6 32.3 IDAggr p 9.34 NA NA NA HiInc n 6.48 -0.09 -4.9 19.3 PioFdA 34.16 -0.87 -9.6 71.9 CapApprA p 56.36 -1.35 -12.4 57.0 IntlEmg F 11.25 -0.48 -12.8 10.1 RealSecRet 22.33 -0.43 -10.6 43.9
LgCapVal 19.24 -0.44 1.7 58.5 MairsPwrGr n 141.20 -4.15 -13.1 50.5 IDModAggr p 9.55 NA NA NA LowDur n 9.86 -0.04 -1.7 4.9 SelMCGrA 41.60 -1.88 -21.2 33.3 ConBalA p 12.16 -0.21 -7.9 20.2 IntlEq F 10.48 -0.02 -13.7 18.5 S&P500IdxInst 46.09 -1.35 -11.5 58.8
LgCpGwth 51.43 -1.45 -17.0 83.6 Marsico Funds: Natixis Funds: LtdMat n 9.43 -0.02 -0.6 3.9 StratIncA p p 10.19 -0.11 -4.8 12.6 EqIncIA p 37.52 -0.86 -8.8 38.6 IntMuni F 11.57 -0.13 -4.4 7.1 S&P500IdxRet 45.76 -1.34 -11.6 57.6
MdCpGrw 42.44 -1.43 -18.9 56.7 Focus pn 21.89 -0.94 -20.4 67.0 InvGradeBdA p 10.62 -0.18 -5.0 10.9 Pear Tree: Pioneer Funds Y: FlIncA p 12.10 -0.19 -6.4 15.2 LgCapGr F 41.50 -1.60 -17.8 62.4 SmCpBl IdxInst 22.66 -0.23 -11.6 33.1
MdCpVal 39.01 -0.76 -4.7 38.4 Mass Mutual: InvGradeBdY 10.63 -0.18 -4.9 13.7 ForeignVal I r 21.62 0.04 -9.7 10.8 AMTFreeMuniY 14.55 -0.26 -6.2 9.9 HiYld IN 8.84 -0.12 -4.8 11.9 LgCVal F 26.83 -0.54 -3.9 33.1 SmCpBl IdxRet 22.77 -0.23 -11.6 32.1
MidCapEq 55.06 -1.34 -10.5 51.1 SelBluChipGroClI 23.29 -0.81 -19.4 45.9 LSGrowthY 22.06 -0.68 -15.8 53.1 PearValR6 10.94 0.03 -9.6 11.1 BondY 9.12 -0.16 -4.8 12.0 InfPro IN 9.27 0.05 -0.1 23.6 MgdVol F 16.80 -0.50 -2.9 29.3 SocChEqInst 24.67 -0.80 -13.1 55.2
MtgBckd 11.02 -0.10 -2.5 8.1 MassMutual Premier: USEqOppsA 38.22 -0.93 -11.4 54.2 PearValSCapInst 15.24 -0.01 -9.2 24.8 PionFdY 34.86 -0.89 -9.6 73.4 LgCpStA p 21.45 -0.63 -11.6 56.9 S&P500 F 84.74 -2.48 -11.6 57.9 SocChEqRet 25.12 -0.82 -13.1 54.1
ShtDurBnd 10.80 -0.06 -1.9 6.2 CoreBdI 10.30 -0.21 -5.4 11.2 Neuberger Berman Fds: Perm Port Funds: SelMCGrY 47.10 -2.12 -21.1 34.3 LgIndxI 21.45 -0.63 -11.5 58.1 ShtGov F 10.19 -0.05 -1.6 3.4 Tortoise Capital:
SmCap 59.30 -1.25 -11.6 38.1 MassMutual Select: EmgMktInst 18.63 -0.94 -16.1 0.5 Permanent n 49.46 -0.38 -0.9 43.1 StratIncY p p 10.19 -0.11 -4.7 13.8 LgIndxJ tn 21.17 -0.62 -11.6 57.3 TaxMgdLC F 33.10 -1.01 -10.5 49.1 TorMLPPipInsCl 12.93 -0.31 16.4 15.6
SmCapGrw 19.31 -0.46 -20.1 36.3 BlackRockGlAllCi 9.54 NA NA NA EqIncInst 14.36 -0.29 -1.4 36.7 PGIM Funds Cl A: Price Funds: LT2020 In 13.25 -0.23 -8.0 25.1 TaxMgdSmMdCp F 24.41 -0.45 -10.0 33.7 Touchstone Family Fd:
TxAwEq 39.69 -0.86 -12.3 67.5 BlChpGrR5 23.20 -0.80 -19.4 45.4 GenesInst 64.14 -1.62 -14.2 45.1 Balanced 16.24 NA NA NA 2050RetFd n 17.01 -0.39 -12.7 37.8 LT2020J tn 13.16 -0.23 -8.1 24.6 Selected Funds: FlexIncY 10.69 -0.16 -4.0 11.9
USEquity 19.57 -0.54 -11.3 70.6 IdxEqI 18.52 -0.55 -11.6 58.7 HiIncBdInst 8.17 NA NA NA HighYield 5.16 NA NA NA Balnanced n 25.45 -0.50 -9.8 31.3 LT2030In 14.49 -0.30 -10.3 30.5 AmShD n 37.49 -1.19 -11.7 36.0 FocEqY 57.10 -1.46 -11.2 59.2
USLgCpCorPls 21.00 -0.57 -12.9 67.0 MCGrEqIII 21.95 NA NA NA IntrinsicValInst 21.19 -0.19 -8.4 51.5 JennBlend 20.78 -0.54 -15.2 47.5 BdEnhIdx nr 10.78 -0.19 -4.7 8.7 LT2030J tn 14.43 -0.30 -10.4 29.9 AmShS pn 37.38 -1.18 -11.7 34.7 LagCapFoc A p 52.74 -1.17 -10.2 62.9
USRechEnhEq 32.52 -0.96 -11.3 64.9 MCpGrEqIIS 21.57 NA NA NA LCVal Inst 43.84 -0.86 -0.9 67.7 JennGrowth 45.19 -1.85 -24.1 58.4 BlChip n 138.40 -5.41 -22.2 40.7 LT2040I 15.69 -0.34 -12.0 33.8 Sequoia: MdCpGrwY 33.25 -1.37 -16.8 50.1
ValAdv 39.19 -0.77 -1.7 41.5 PIMCITRetI 9.52 -0.18 -5.0 10.2 LgShInst 17.06 NA NA NA JennHealthSci 33.48 NA NA NA CA Bond n 11.33 -0.13 -4.4 8.4 LT2040J tn 15.51 -0.34 -12.0 33.1 SequoiaFd n 150.90 -4.58 -18.4 45.1 MdCpY 43.44 -1.52 -12.4 36.5
JPMorgan Inst Class: Matthews Asian Funds: MidCapGroR6 15.57 -0.47 -19.0 47.2 JennMidCapGrowth 13.77 -0.32 -17.5 53.6 Communica&Tech n 141.60 -4.89 -22.5 50.4 LT2050I 16.23 -0.37 -12.9 35.7 Sit Funds: SandsCapGrY 12.89 -0.72 -32.7 32.3
ValAdv L 39.22 -0.78 -1.7 42.1 AsiaDivInv nr 15.99 NA NA NA NeubCrBdInst 9.99 -0.19 -5.0 10.4 JennSmallCompany p 19.31 -0.29 -11.5 61.1 DivGro n 66.12 -1.95 -10.7 51.7 MdGrIII Inst 11.37 -0.40 -20.0 48.3 MinnTxF n 10.13 -0.14 -5.4 5.9 SandsCpSelGrwA 11.47 -0.63 -32.6 31.4
JPMorgan R Class: AsiaGroInv nr 24.00 NA NA NA REInst 17.13 -0.28 -10.8 44.8 JennUtility 15.63 -0.19 -2.6 34.7 DvsfMCGr n 37.74 -1.68 -20.3 41.2 MidCpBldA 33.21 -0.82 -17.8 49.3 SmeadFds: SelGrwth 11.48 -0.63 -32.7 31.3
CoreBond 11.29 -0.19 -4.3 9.9 Asian G&I Inv nr 14.67 NA NA NA StrIncInst 10.47 NA NA NA NationalMuni 14.45 -0.16 -4.5 6.4 EmgMktB n 9.58 0.03 -10.6 -4.5 PreSecI 9.69 -0.07 -5.6 13.2 SmeadValueInstl 68.09 -2.07 -1.6 69.3 SmCoA p 5.21 -0.10 -10.2 38.9
CorePlusBd 8.01 -0.14 -4.6 10.0 ChinaInv n 16.26 NA NA NA SustainableEqIns 41.51 -1.26 -11.7 49.8 ShrtTermCorpBond 10.71 -0.13 -3.5 5.7 EmMktS n 37.81 -2.17 -16.5 -0.6 PtrLGI In 17.26 -0.86 -22.3 51.3 SoundShoreInv n: Tr for Credit Unions:
HighYld r 6.87 -0.11 -4.6 12.7 DLStrIncmR 16.22 NA NA NA Neuberger Berman Inv: TotalReturnBond p 13.57 NA NA NA EqInc n 35.33 -0.64 -1.8 43.5 PtrLV In 18.58 -0.39 -5.3 40.7 SoundShoreInv n 39.04 -0.77 -5.1 41.4 UltShtDur TCU 9.40 0.00 -0.1 3.5
LimDurBd 9.95 -0.04 -1.2 4.7 IndiaInv nr 25.51 NA NA NA Focus n 22.85 -0.67 -23.4 31.3 PGIM Funds Cl C: EqIndex n 110.83 -3.25 -11.6 58.2 RealEstSecI 31.54 -0.47 -9.6 39.4 Sprott Funds Trust: Transamerica A:
MtgBckd 11.02 -0.10 -2.5 8.7 PacTigerInv nr 23.72 NA NA NA Genes n 64.08 -1.62 -14.2 44.4 TotalReturnBond 13.56 NA NA NA Europe n 22.03 0.29 -18.6 21.9 SAMBalA p 15.82 -0.31 -9.4 26.8 GoldEq Inv p/r tn 55.71 1.51 15.2 70.1 AsAlCnsrv p 10.39 -0.19 -7.9 18.3
ShtDurBnd 10.80 -0.06 -1.8 6.4 MergerFd: Guard n 23.04 -0.75 -14.6 79.9 PGIM Funds Cl Z: FinSvcs n 33.46 -0.36 -7.0 57.9 SAMGrA p 18.45 -0.42 -11.1 32.9 SSgA Funds: AsAIGrow p 13.36 -0.30 -13.4 32.1
SmCpEqR5 59.54 -1.25 -11.6 38.9 MergerFundThe pn 17.36 NA NA NA IntlEqInst r 12.40 -0.08 -17.8 23.3 GlobalRealEstate 22.37 -0.17 -9.2 23.0 GlbGr n 34.05 -1.30 -21.4 42.9 SmCpBldIN 26.57 -0.43 -12.2 41.0 SP500 n 240.65 -7.06 -11.6 58.8 AsAlMod p 11.13 -0.21 -9.1 21.9
SmCpVal 29.04 -0.18 -5.1 41.4 Meridian Funds: LCVal n 43.89 -0.87 -1.0 66.9 HighYield 5.18 NA NA NA GlbStk n 52.14 -1.86 -17.9 58.4 StrGrw A p 20.17 -0.48 -12.6 38.3 State Street Institu: AsAlModGr p 11.99 -0.24 -11.0 26.7
USEqR5 19.63 -0.54 -11.3 71.4 Growth n 40.53 -1.26 -15.2 33.0 MdCpGrInv n 15.54 -0.47 -19.1 46.0 JennGrowth 50.86 -2.07 -24.0 59.9 GlbTech n 15.01 -1.00 -35.6 38.5 ProFunds Inv Class: SmCapEq (ICL) 17.68 -0.37 -11.8 35.8 Balanced 31.61 -0.78 -8.9 38.8
USRechEnhEq 32.48 -0.96 -11.3 65.3 Value n 41.58 -0.45 -9.3 53.6 Neuberger Berman Tr: JennHealthSci 40.82 NA NA NA GMS-fd n 11.00 -0.15 -4.3 11.9 UltNASDAQ-100 n 65.52 -5.63 -35.0 164.3 US Eq (ICL) 11.31 -0.31 -11.7 62.8 FocusA 26.30 -2.34 -39.6 32.0
JPMorgan R5 Class: Metropolitan West: Genes n 63.95 -1.62 -14.2 44.0 JennMidCapGrowth 18.82 -0.44 -17.5 55.1 GNMA n 8.90 -0.09 -3.0 2.9 Putnam Funds: State Street V.I.S.: Trust for Professional Ma:
SR2020 R5 15.96 -0.27 -7.3 18.7 HiYldBdI 9.97 -0.16 -5.6 17.2 GenesisFdR6 64.14 -1.62 -14.2 45.5 TotalReturnBond 13.53 NA NA NA Growth n 80.62 -3.64 -24.2 43.2 GrOpp R6 51.55 -1.58 -18.0 68.1 TR V.I.S. Cl 1 14.64 -0.30 -8.8 19.7 PerfTrstMuniInst 24.43 -0.38 -5.4 9.5
SR2030 R5 18.38 -0.39 -9.9 25.5 IntmBdI 10.24 -0.14 -3.3 8.3 New Covenant Funds: PIMCO Fds Admin: HelSci n 87.88 -2.21 -15.6 41.5 Putnam Funds Class A: TR V.I.S. Cl 3 14.57 -0.31 -8.9 18.8 PrfTrtStrtBd Ins 21.69 -0.39 -4.3 9.0
SR2040 R5 20.45 -0.45 -11.2 34.0 LowDurBdI 8.64 -0.06 -1.9 5.1 Growth n 54.19 -1.53 -12.1 55.0 TotRtAd p 9.75 NA NA NA HiYield n 6.22 -0.11 -5.4 13.4 CATx p 7.73 -0.09 -4.8 9.0 Sterling Capital Fds: Tweedy Browne Fds:
JPMorgan Select Cls: TotRetBd n 10.34 -0.20 -5.0 9.3 Nicholas Group: PIMCO Fds Instl: InstEmMEq 36.06 -2.07 -16.6 -0.7 ConvSec 23.61 -0.50 -10.8 50.5 TotRetBdI 10.25 -0.20 -5.3 9.9 GblValue n 26.66 0.06 -8.4 12.5
SmCpGrL 20.23 -0.48 -20.1 37.0 TotRetBdI 10.34 -0.19 -4.9 10.1 Nch II I 30.15 -1.05 -13.7 44.4 AllAsset 12.12 NA NA NA InstFLRfd r 9.54 -0.11 -1.4 10.7 DvrIn p 6.03 -0.04 -1.2 -1.5 Sunbridge:
TRBdPlan 9.70 -0.18 -4.9 10.4 NchLt I 28.96 -0.81 -14.3 42.1 AllAssetAuth r 7.77 NA NA NA InstHiYld 8.26 -0.15 -5.5 13.7 DynAABalA 15.30 -0.34 -9.0 26.0 EmgMkt Inst 24.40 -1.29 -17.4 5.7 U
L UnconstrBdI 11.26 -0.11 -3.2 7.3 Nich n 74.29 -2.23 -14.1 53.0 CommodtyRR 7.54 NA NA NA LgCapGow I 57.34 -2.58 -22.0 52.4 DynAAGthA 17.11 -0.39 -10.7 31.1
MFS Funds: Northern Funds: DivInc 10.11 NA NA NA InstLCCoreGr 54.92 -2.13 -22.1 41.3 PutLargCap p 29.69 -0.51 -4.4 50.7 T Ultimus:
Laudus Funds: IIE 28.47 -0.46 -14.9 27.9 ActMIntlEq nr 10.79 NA NA NA EmMktsBd 9.08 -0.04 -10.5 2.2 LgCpVal 26.73 -0.51 -3.7 43.5 PutFocIntEq p 13.80 -0.10 -11.3 21.2 LyricalUSVlEqI 20.98 -0.42 -8.8 41.6
USLgCpGr nr 24.43 NA NA NA MFS Funds Class A: BdIdx n 10.18 NA NA NA EmrgMktCur&STInv 7.41 NA NA NA InstSmCap 27.66 -0.70 -15.8 40.6 GeorgePutBal 21.41 -0.49 -9.5 36.7 TCU ShtDur : UM Funds:
Lazard Instl: AgGrAIA 27.46 -0.64 -12.0 39.8 EmMktsEqIdx nr 11.74 NA NA NA ExtdDur 5.70 NA NA NA IntDis n 65.08 -1.86 -22.7 30.7 GlbHlthCare p 58.19 -0.85 -8.3 51.8 TCU ShtDur 9.57 -0.06 -1.7 4.5 BehavVal 84.54 -0.80 1.5 50.6
EmgMktEq 16.57 -0.50 -8.6 6.0 CoEqyA 41.84 -1.24 -12.0 53.6 FixIn n 9.93 NA NA NA GlblBdOppUSH 10.15 NA NA NA IntEqIdx nr 14.22 -0.10 -13.0 17.8 GrOpp p 48.05 -1.47 -18.0 66.4 TCW Funds: USAA Group:
GlbLstInfr 15.99 0.09 -3.1 24.7 GlEqA 50.47 -0.84 -14.0 32.8 GlbREIdx nr 11.21 NA NA NA HiYld 8.44 -0.14 -5.7 12.0 IntlStk n 17.29 -0.33 -13.0 16.5 HiYld A p 5.60 -0.09 -5.2 13.0 CoreFxInc n 10.94 -0.20 -4.8 9.6 500Indx Reward n 54.72 -1.67 -12.1 60.3
IntlEq 15.71 -0.23 -12.6 12.8 GlTotA 17.07 -0.34 -7.5 21.7 HiYFxInc n 6.35 NA NA NA HiYldMuniBd 9.26 -0.13 -4.9 15.1 IP Bond n 13.11 0.05 0.0 24.9 Incm p 6.42 -0.13 -4.0 7.7 EmMktInc n 6.93 0.00 -9.4 -1.3 CA Bd n 11.02 -0.15 -4.6 8.5
IntStrtEq r 14.11 -0.17 -13.8 12.1 GrowthA 143.59 -5.24 -20.3 55.2 HiYMuni n 8.55 NA NA NA IntlBdUnhedged r 9.06 NA NA NA Japan n 13.33 -1.00 -21.7 10.0 IntlEq p 21.50 0.00 -15.1 19.1 SelEqtyI n 30.72 -1.37 -22.2 60.8 CapGr n 11.48 -0.25 -10.7 31.3
USEQ Concen Inst 17.39 -0.71 -11.7 41.3 GvScA 9.70 -0.14 -3.3 5.7 IntlEqIdx nr 12.76 NA NA NA IntlBdUSH 10.38 NA NA NA MCapVal n 33.63 -0.21 0.0 49.8 NYTx p 8.41 -0.11 -4.9 7.0 TotRetBondI n 9.63 -0.16 -4.3 8.9 CrnrsMod n 15.23 -0.29 -7.1 20.2
Legg Mason I: IntlVA 43.51 -1.03 -17.9 24.4 IntTxExpt n 10.35 NA NA NA InvGrdCrBd 9.77 NA NA NA MCEqGr 60.31 -2.19 -18.4 35.3 ShtDurBd 9.86 -0.08 -2.4 4.1 TCW Funds N: CrnstModAggr n 26.15 -0.51 -7.7 22.3
IntlGrTrI 55.74 -0.58 -19.3 24.5 IntNwDA 31.31 -0.59 -14.5 10.7 MidCpIdx n 21.57 NA NA NA LgTmRlRt 6.86 NA NA NA MD Bond n 10.67 -0.14 -4.2 8.4 SmCapGr p 54.39 -1.06 -19.6 56.3 TotRetBdN pn 9.93 -0.17 -4.4 8.0 ExtMktIn n 21.45 -0.46 -13.3 45.6
OpporTrI 34.94 -1.55 -16.7 30.5 LtdMA 5.88 -0.05 -2.1 5.2 ShIntTaxFr n 10.05 NA NA NA LgTrmCrdtBd 10.77 NA NA NA MidCap n 96.32 -3.35 -17.9 35.1 StDurInc 10.02 -0.02 -0.3 3.0 The Bruce Fund: Gr&Inc n 22.46 -0.67 -12.0 39.5
Longleaf Partners: MCapA 24.22 -0.91 -21.7 43.8 SmCapIdx n 13.98 NA NA NA LngDurTotRtrn 9.14 NA NA NA N Asia n 17.28 -1.20 -17.8 15.6 SustainLdrsFd p 103.37 -3.31 -16.5 56.4 BruceFund n 629.77 -5.89 -6.0 40.0 Gr&TxStr n 24.66 -0.50 -7.9 31.1
Intl n 14.50 0.12 -15.3 -9.2 MCapValA 29.39 -0.63 -6.7 45.8 SmCpVal n 20.49 NA NA NA LowDur 9.59 NA NA NA N Inc n 9.14 -0.17 -4.7 7.7 TFHY 12.32 -0.17 -5.0 12.0 Third Avenue: Grwth n 29.02 -1.03 -20.0 44.4
Partners n 23.49 -0.09 -5.3 32.7 MIGA 36.67 -1.32 -14.0 63.0 StkIdx n 46.79 NA NA NA LowDurInc r 8.23 NA NA NA NAmer n 59.38 -1.25 -13.0 80.3 TxEx p 8.24 -0.11 -4.8 8.1 ValueInst 55.79 1.39 10.1 46.8 HiIncm n 7.33 -0.11 -5.7 10.2
Sm-Cap n 24.79 0.05 -5.7 16.5 MITA 36.60 -1.05 -12.2 49.2 TxExpt n 10.44 NA NA NA ModDur 10.02 NA NA NA New Era n 41.15 0.02 2.7 33.0 MtgSec p 11.21 -0.19 -1.3 2.9 Thompson IM Fds,Inc: Inco n 12.52 -0.25 -5.2 11.7
Loomis Sayles Fds: MuHiA 8.18 -0.11 -5.2 10.8 Nuveen Cl A: MortgOppBd 10.62 NA NA NA NHoriz n 56.91 -2.50 -25.9 48.9 Putnam Funds Class Y: Bond n 10.72 -0.07 -1.8 6.1 IncStk n 18.95 -0.48 -5.1 35.5
LSBondI 12.74 -0.23 -6.0 6.2 MuInA 8.72 -0.12 -4.7 8.6 AAMunBd p 11.39 -0.23 -6.8 9.2 MuniBd 9.96 -0.13 -4.8 10.2 OverS SF nr 11.70 -0.08 -11.8 22.1 GrOpp Y 51.05 -1.57 -18.0 67.6 Thornburg Fds: Intl n 23.91 -0.19 -13.4 16.0
LSBondR pn 12.67 -0.22 -6.1 5.4 MuLtdA 8.09 -0.06 -3.0 4.7 CAMunBd p 10.97 -0.16 -5.2 7.6 RAEFndmtlAdvPLUS 8.67 NA NA NA QMUSSmCpGrEq n 38.92 -0.93 -16.0 33.1 Incm 6.55 -0.14 -4.0 8.5 IncBuildA t 22.70 -0.08 -6.2 24.9 IntmTerm n 13.26 -0.14 -3.8 8.3
LSCorBndA p 12.71 -0.23 -5.1 9.6 NewDA 23.01 -0.58 -21.7 35.3 HiYldMuBd p 17.28 -0.31 -5.7 16.1 RAEPLUS r 6.41 NA NA NA SpectConsAllo n 19.74 -0.28 -7.5 20.4 PutLargCap 29.69 -0.52 -4.4 51.8 IncBuildC p 22.67 -0.07 -6.3 22.1 LgTerm n 13.19 -0.17 -4.7 10.1
LSStrIncA p 13.21 -0.24 -6.5 4.8 ReInA 20.78 -0.29 -15.0 24.1 IntDMunBd p 9.21 -0.10 -3.9 7.2 RealRtnI 12.07 NA NA NA SpectModerAllo n 24.13 -0.45 -9.8 26.5 ShtDurBd 9.87 -0.09 -2.3 4.9 IntVal I 22.56 -0.38 -16.6 26.5 Nasdaq100 n 35.21 -1.41 -18.4 88.2
SmCpGI 26.45 -0.70 -17.4 34.3 ResBdA 10.51 -0.19 -5.1 9.7 LtdMnBd p 11.05 -0.07 -2.6 5.1 RERRStg 8.27 NA NA NA SpectModerGwAllo n 37.50 -0.82 -11.8 32.0 StDurInc 10.03 -0.02 -0.3 3.4 IntValA p 21.67 -0.37 -16.7 25.3 ntTerBd n 10.06 -0.19 -4.6 13.9
Lord Abbett A: RschA 52.76 -1.61 -12.7 50.0 Nuveen Cl I: ShortT 9.69 NA NA NA R2005 n 12.75 -0.17 -6.9 22.4 RBB Fund: LtdTIn 13.26 -0.13 -3.1 7.1 S&PIdx n 54.67 -1.68 -12.1 59.8
Market Laboratory Data provided by
WEEK’S NEW HIGHS AND LOWS WEEK’S NEW HIGHS AND LOWS WEEK’S NEW HIGHS AND LOWS WEEK’S NEW HIGHS AND LOWS
BigBear.ai Euronav NewJerseyRscs TelekmIndonesia AlaskaAir DelwindsInsWt LeviStrauss SensientTech BRF FedAgricMtgPfdD NewOrientalEduc 10XCapVentureAcqnIIIWt BrookfldBRP4.875Nt GranitePointMtg PagerDuty VornadoPfdN
BlackHills Exterran Newmont 10XCapIII A Alibaba DesignerBrands LifeTime SequansComms Babcock&WilcxNt26 FedAgricMtgPfdF NewResidentPfdA TencentMusic BrookfieldBus GranitePointPfdA PagSeguroDig VornadoPfdM
BlackStoneMin ExxonMobil NewparkResources Tenaris Alleghany DeutscheBank Lightspeed Shapeways Babylon FedHermPrmMuni NewResidentialPfdC Terex BrookfieldBusPtr GreenBrickPfdA ParabellumAcqn VoyaAsiaPacHiDiv
BlkRkEngyResTr FMC NexPointResidentl Tidewater AllianceData DiamondrockPfd LiveOakCrestview ShapewaysWt BancCA PfdE FedEx NewResidentInvPfdD TevaPharm BrookfldInfrPfdA14 GreenDot ParabellumAcqnWt VoyaEM HiIncm
BlkRkRscs&Comm FT EnerInfra NexTierOilfield TItanIntl AllncBrnstnNa DiDiGlobal LiveOakMobilWt Shift4Paymts BancoBilbaoViz Ferrari Nextdoor TextainerPfdB BrookfldInfrPfdA13 Guess ParkerHannifin VoyaFinlPfdB
BorrDrilling FT NewOppsMLP NineEnergy TortoiseEnerInd AllspringGlbDivOpp DieboldNixdorf LiveRamp Shopify BancoSantander FidNatlInfo NextEraEnDebN 3D Systems Brown-Forman A GuggActAlloc PartyCity VyGlblGrowth
BowleroWt FirstEnergy NiSource TortoiseEnerInf AllstatePfdH DigitalMedia LloydsBanking ShoulderUpTechWt BankofAmPfd4 FigureAcqnI Wt NiaMoPwr pfB Tilly's Brown-Forman B GuggTaxMuni PaycomSoftware VyGlblGrowthWt
BrasilAgro Fluor Noble TortoiseMidEner AllyFinancial DigitalMediaWt LomaNegra SilvergatePfdA BankofAmPfdE FinanceofAm Nike Timken BuildAcqnWt HCI Group Paymentus WPP
BrighamMin Franco-Nevada NorthernOil&Gas TortoisePipe&En AltimarIIIWt DigitalBrdgPfdJ Luby's SimonPropWt BankofAmPfdL FinTechEvolWt NiSourcePfdB Toast BurlingtonStrs HDFC Bank PebblebrookPfdG WRBerkleyDeb58
Bristow Frontline NorthropGrum Transocean AmericanAxle Dingdong LumentFinPfdA SiriusPoint BankofAmPfdLL FinVolution NoahHoldings Toro ButterflyNtwk HH&L Acqn Wt PegasusDigWt WarburgPinI-A Wt
BrookfieldBus GATX NorthwestNat TransportadGas AmerEagle DirectSellingAcqnWt MDU Rscs SiriusPoinPfdB BankofAmPfdPP FirstEagleAltNts26 NomadFoods Torrid ButterflyNtwkWt H.I.G.AcqnWt PennyMacFin WarburgPinI-B Wt
Bunge GabelliUtilityRt Nutrien Travelers AIG PfdA dMYTechVI MFS Charter SkechersUSA Barclays First HS Educ NomuraHoldings Traeger CBL Assoc HPX Un PennyMacPfdC WarburgPincusI-A
CACI Intl GeneralDynamics OGE Energy TriconRes AmericanWell dMYTechGrpVIWt MFS GvMkTr SkillsoftWt Barnes&NobleEduc FirstLightWt NorthernStrIII Wt TrajectoryAlpha CCNeubergerIII HPX Wt Pentair WarbyParker
CF Industries GlobalShipLease ONE Gas TrinityIndustries AmericasTechWt DolbyLab MFS HiIncoMuni Skillz BatteryFutureWt FirstRepBkPfdI NorthernStrIV Wt TrajectoryWt CCNeubergerIII Wt HUYA Penumbra Waterdrop
C5AcqnWt GoldFields ONEOK USA Compression AndrettiAcqn DomaWt MFS HiYldMuni Smartsheet BauschHealth FirstRepBkPfd NorwegCruise TraneTech CMSEnerNts2079 HamiltonBeach PeridotII Wt WeaveComms
CMS Energy Greenbrier OccidentalPetrol US Silica AndrettiAcqnA Donaldson MFS InvestGrMuni Smith&Nephew BeardEnerTran FT AberGlbOpp Novartis Travel+Leisure CMSEngyPfdC HancockIncmSecs PeriphasCapWt WebsterPfdG
CNX Resources HCA Healthcare OccidentalPetrolWt UnionPacific AndrettiAcqnWt DoorDash MFS MuniTr Snowflake BeardEnerWt FT DynEurope NuvAMTFreeMuniVal TreeHouseFoods CRH HancockInvestors PhoenixNewMedia WebsterFinlPfdF
CONSOL Energy Halliburton OceaneeringIntl US Steel AngelOakMtg DoubleLineIncm MinisoGroup SocialLvgI Wt BerensonAcqnIWt FTHYOpps2027Fd NuvAMTFrQualMuni TrepontAcqnI Wt C3.ai HartfordFinPfdG PimcoCaMuniIII Weidai
CTO Realty Helm&Payne Ovintiv VOC Energy AB InBev Doubleline Oppor MOGU SolarWinds BerryGlobal FT InterDurPfd NuvCA MuniVal Trex Curo HawksAcqnWt PimcoGlbStckplus WellsFargoPfdQ
CVR Energy Hershey PBF Energy VaalcoEnergy AnnalyCapPfdF DoubleVerify MSA Safety SoloBrands Bio-RadLab A FT MtgIncome NuvCA QualMuni Trinseo CAE HerculesCapNts33 PimcoNyMuni WellsFargoPfdA
Cactus HessMidstream PimcoEnergy Valaris AnnalyCapPfdG DouglasDynamics Mytheresa Sonendo Bio-RadLab B FT AberEmgOpp NuvCA TxF TristarAcqnIWt CallawayGolf HershaHospPfdC PimcoNyMuniII WellsFargoPfdAY
CallonPetrol Holley PampaEnergia ValarisWt AnnalyCapPfdI DouglasElliman MagnaIntl SonocoProducts BlackMountainWt FirstMarkHorizon NuvCorePlImpact TritonIntlPfdA CanadaGoose HershaHospPfdD PioneerFRFd WellsFargoPfdAZ
CanNaturalRes HolleyWt PembinaPipeline VermilionEnergy AnnovisBio DrReddy'sLab Magnachip SouthJerseyNts2079 BlackSpadeWt FirstMarkHorizonA NuvCreditStrat TritonIntlPfdB Cannae HershaHospPfdE PioneerMuniHiAdv WellsFargoPfdAA
CenovusEnergy HormelFoods PermianvilleRT Vistra ApeironCapital DriveShack MaidenPfdC SouthernNts20 BlkrkFltRt InTr FirstMarkHorizonWt NuvEMDebt2022 TritonIntlPfdD CanoHealth HillIntl PioneerMuniHiIncm WellsFargoPfdACC
CenovusEnergyWt HuntingIngalls PermRock W&T Offshore ApeironCapWt DriveShackPfdC MaidenNts46 SouthportAcqnWt BlkRkCA MI Tr FlahertyPfdIncm NuvGA QualMuni Tronox CanoHealthWt Hilltop PioneerMunHi WellsFargoPfdADD
CtrCoastMLP ICL Group PetroChina WarriorMetCoal ApolloAssetPfdA DuPont pfA MaidenPfdD SouthwestAir BlkRkCB Tr Floor&Decor NuvGlblHiIncmFd TruistFinPfdI CapOneFinlPfdL Hippo PitneyBowesNt43 WellsFargoPfdL
CenterPointEner IndependenceContr PioneerNatRscs WeisMarkets ApolloAssetPfdB DuPont pfB MaidenPfdA SpartanAcqnIII BlkRkCredAllocIncm Fortive NuvMtg&IncmFd TruistFinlPfdR CapOnePfdN HireRight PivotalInvtIII Wt WestAllianceBcp
Chevron IndepRealty PortlandGenElec Welltower ApolloStratII Wt DukeEnerDeb78 ManchesterUnited SpireGlobalWt BlkRkEnhGlbDiv FortressTechPfdB NuvMuniInco TurningPoint Capri HondaMotor PlanetLabs WstAstDivIncmFd
ClearBrEnerMid IndlHumanCap PrecisionDrilling Westlake ApolloTactical DukeEnergyPfdA Manitowoc SpirePfdA BlkRkEnhnGovFd FortressTransPfdA NuvMuniValue Tuya Carnival HorizonGlobal PontemWt WstAstEmergDebt
ClearBridgeMLP InFinTAcqnA PriorityIncmPfdL WheatonPrecMet Aptargroup Dun&Bradstreet Manpower SpiritAirlines BlackRock FortressTransPfC NuvNY AMTFrMuni Twilio Carnival Hovnanian PostHoldings WstAtGlDfOptFd
ClearBridgeMLP TR IntrepidPotash ProPetro WhitestoneREIT AptivPfdA Dynatrace MarkforgedWt Spotify BlkRkIncmTr FortressVal III Wt NuvNY QualMuni TwinRidgeCapWt Carvana HubSpot PrimaveraCapWt WstAstGlHiInco
Cleveland-Cliffs KBR PublicServiceEnt WhitingPetrol Aptiv EG Acqn MarriottVacations Squarespace BlkRkInnov FortBrandsHome NuvNY TxF TwoHarborsPfdC CascadeAcqnWt IAA PrimeImpactIWt WstAstHIF II
CommercialMetals KayneAnNextGen PublicStorage Williams ArborRealtyPfdD elfBeauty Masco StanleyBlackDck BlkRkIntlGrInco FranklinRscs NuvPfd&Incm UGI CatchaInvtWt IHS Holding Primerica WstAstHYDefOpp
SABESP KenonHoldings QuadGraphics YamanaGold ArborRealtyPfdE EPAM Systems MasonIndlTech StanleyB&D Un BlkRkIQM Tr FreseniusMed NuvPfd&IncmOpps UGI Un Cazoo ING Groep PrimoWater WstAstInterMuni
ConocoPhillips KilroyRealty QuantaServices ZimIntShipping Arconic EPR PropPfdG MasonIndlTechWt StarwoodProp BlkRkLngTrm Muni FullTruck NuvPfd&IncmSecs US BancorpPfdK CazooWt INNOVATE ProcoreTech WstAsset DefOptr
ConEd ArdaghMetalPkg ESM Acqn Wt MasTec StateStreetPfdD BlkRkMuniAssets FusionAcqnIIWt NuvQualMuniIncm USCellularNts2070 CedarRealtyPfB Invesco Prudential WstAstIGIncmFd
NEW LOWS ArdaghMetalWt EaglePointPfdA Mastercard StateStreetPfdG Celanese ITT PublicStoragePfM WstAstMgdMuni
ACRESCmclPfdD ConcordAcqnIIIWt JefferiesFin RigelResourceWt AresDynamicCredit EtnVncFR IT Maximus Stellantis BlkRkMuniIncm G&P Acqn Wt NuvTaxMuni USCellular5.5%SrNt Cemex IberePharmWt PublicStoragePfdN WstAstMtgCap
ADC Therap ConstellationI Wt JPMChasePfdJJ RingCentral ArgoGroupNts42 EtnVnc MIT Mednax Stem BlkRkMuniQual GFLEnvironmental OaktreeCapPfdA Uber Ctrl&EasternEurFd IconicSportsWt PublicStoragePfP WstAstMtgOppFd
AG Mortgage PfdB ConsumersEnerPf JPMChasePfdLL RiverNorthPfdA ArgoGoupPfdA EtnVncSrFltRte MemberCollect Stepan BlkRkMuniIncII GFL Env Un OaktreeCapPfdB UiPath CeridianHCM iHuman PublicStoragePfQ WstAstMuniHiInco
AG Mortgage PfdA Cooper-Standard JPMorganPfdMM RiverFlexMunII ArmstrongFlooring EtnVncSrIT MetalsAcqnWt StifelFinancial BlkrckMunHlCAQlty GoAcqnWt OilDriAmerica UnderArmour A ChannelAdvisor IllinoisToolWks PublicStoragePfdR WstAstMuniPtnr
a.k.a.Brands CooTekCayman JuniperII Wt RiverNorthFlexMuni ArtisanPtrsAsset EtnVncShrtDur MetLifePfdE StoneHarborEMInc BlkRkMuniHldgFd GOL Linhas Olo UnderArmour C CharlesRiverLabs IndiaFund PublicStoragePfdS WstAstPrmBdFd
AMTD IDEA Copa JupaiHoldings RiverNthMgdDur AssetMarkFin Ecolab MillerIndustries StoneHarborEMTot BlkRkMuniHldg GSquaredIIWt OmnichannelWt Unifi CheetahMobile IndustrsBachoco PutnmMgdMun WestRock
APAcqnUn CoreCard KE Holdings RiverNthOppMuni AssdBancPfdE 8x8 MineralsTechs Strats USC GJH BlRkMuHldgNYQlty GSquaredI Wt OnHolding Unifirst Chemours Informatica PutnmMstIntm WeWork
ATI PhysTherapy CorEnergyInfr KKR Acqn I Roblox AssdBancPfdF Elastic MissionAdvWt SumitomoMits BlkRkMuniyldCAFd GabelliDivPfdK OneConnectFinTech Unilever CherryHillPfdA IngersollRand PutnmMunOpp WheelsUp
ATIPhysTherapyWt Corts Aon KTN KKR Nts 2061 RocketInternet AthenaCnsmrWt ElliottOppIIWt MistrasGroup Supernova III Wt BlkRkMuniYldCAQlt GabelliGlbSmall&MC OneMain US Bancorp ChimeraPfdC Ingevity PyrophyteAcqnWt Whirlpool
AZEK CostamarePfdB KKR IncomeOpps RossAcqnIIWt AthenaTechIIWt EmpowerIWt Moelis SwissHelvFd BlRkMuyldNYQlty GabelliMultiPfdG OneSmartIntl UtzBrands ChinaFund Ingredion PzenaInvtMgmt Wiley B
Abercrombie&Fitch CostamarePfdE KKRRealEstFinPfdA RoyalCaribbean AthenePfdD EnbridgeNts2078 MohawkInds SynchronyFin BlRkMuyldPAAQlty GabelliUtilityRt OnionGlobal VF ChinaLifeIns InpointCmclREPfdA Qiagen WilliamsRowlandWt
AberdGlbDynDiv Coty KoreGroup RoyceGlbValueTr AtlStreetAcqnWt EnelChile MoneyLionWt SynchronyPfdA BlkRkMuniyldQlty GaotuTechedu OppFi Vizio Chipotle InsightAcqnWt QuakerHoughton Winnebago
AberdeenJapanEqu Coursera Kaleyra RushStreetInt AtlasPfdH Energizer MorganStanleyPfdA TAL Education BlRkMunyldQltyIII GeneralElec OrionGroup VailResorts ChurchillCapVI InsightSelIncm QuanergySystems WolverineWwide
AccelerateWt Crawford A KaleyraWt SAP ATRenew EnerSys MS ChinaShrFd TCW Spac Wt BlkRkNY MI Tr GeneralMotors OsirisAcqnWt Vectrus ChurchillVI Wt IntegratedRailWt Qudian WorldQuantumWt
AcropolisInfr CreditSuisse Kennametal SDCLEDGEAcqnWt AusterlitzI Wt EngageSmart MS EM DomDebt TCWStratIncmFd BlkRkTaxMuniBd GeniusSports Ouster VeevaSystems ChurchillVII Wt IntlFlavors QwestNts2057 XFinancial
Adient CrownPropWt KeyCorpPfdE SINOPEC AusterlitzII Wt EnphysAcqn MorganStanleyPfdE TDCX BlackSkyTech GeniusSportsWt OwensCorning VenatorMaterials Citigroup IntlPaper RCF Acqn Wt XPO Logistics
AdvMergerPtrsWt CrucibleAcqnWt KeyCorpPfdF SoarTechAcqnWt Autohome EnphysAcqnWt MotiveCapital TelusIntl BlackSkyTechWt Genpact PCM Fund VerticalAerospace CitizensFinPfdE Invacare RH XPeng
AegonNts2049 Culp KimberlyClark SQZ Biotech Autoliv EntergyMS Bds MotiveCapA TJX BlackstoneLSCred GinkgoBioworks PGIM GlbHYFd Vertiv ClarivatePfdA InvescoBondFund RLX Tech Xylem
AerCap Cummins KingswoodWt StoreCapital Avalara EquityCommonPfdD MotiveCapWt TLGAcqnOneWt BlackstoneSecLend GinkgoBioworksWt PimcoAccIncm Viad Clarivate InvescoCAValueMun RPM Yalla
AevaTech CustomersBncpPfdE KoninklijkePhil SafeguardSci AvantiAcqn EquityDistrWt MotiveCapII Wt TPG RE FinPfdC BlackstoneSrFRTerm Glatfelter PimcoCaMuniII VicariousSurgical ClassAccelWt Invesco MIO RYBEducation YatsenHolding
AevaTechWt D&ZMediaWt KontoorBrands Safehold AvantiAcqnWt ErmenegildoZegna MusicAcqnWt TailwindAcqnWt BlueRiverWt GlobalBlue PimcoDynIncmFd Vipshop ClimateReal II Wt InvescoMuniOpp Rafael Yelp
AffiliatedMgrs DTE EnergyDeb80 KoreaFund Samsara Avaya EssentGroup MyovantSciences TailwindIntlWt BluescapeOppsWt GlbShipNts24 PimcoDynIncm VirginGalactic CloopenGroup InvescoMuni RalphLauren Yext
AffiliatedMgrDeb DTF Tax-Free Kyndryl ScottsMiracleGro AveryDennison EsteeLauder NIO TaiwanSemi Boeing GoGreenInvtsWt PimcoIncmStrFdII VirginGrpII Wt Clorox InvescoQtyInc ReadyCapNts2026 YirenDigital
AffiliatedNts60 DWSMuniIncm LAIX SculptorAcqnIWt AxaltaCoating EuropeanEqFd NaborsEnerWt Tapestry BoqiiHolding GoldmanSachsPfA PimcoMuniIncmII VirtusAllCvPfdA Colfax InvescoInvNYMuni RegionsFinPfdB YumChina
AfricanGoldWt DWSStratMuni LCI Inds SculptorCapMgmt Azul EvercoreA NamTaiProperty TeladocHealth BorgWarner GoldmanSachsPfC PimcoStratIncmFd VirtusGlbMulti ColgatePalm InvscValueMuni ReinsuranceGrpDeb ZTO Express
AfterNextHealth Dana LambWeston Sea BarkWt EverestConsolidWt NatWest Telefonica BostonBeer GoldmanSachsPfD PJT Partners Visa CLSelPrTechGrFd Invitae RenaissanceRe ZeppHealth
AfterNextWt Darden LazardGlblFd SeapeakPfdA B&G Foods ExecutiveNtwk Neenah TempltnDrgn Brady GoldmanSachsPfJ PMV Consumer Wt Vishay CommunityHlthcr ironSource RenaissancePfdF ZeviaPBC
AgreeRealtyPfdA DeckersOutdoor Lazard SeapeakPfdB BEST ExecutiveNtwkWt NerdyA TemplMktFd BrandywnGlbIncm GoldmanSachsPfK PNC Fin PfdP VMware CerveceriasUnid iStarPfdI RenaissancePfdG ZhangmenEducation
AirLease DelEnhGlDivInc Lear SelectQuote BNYM AlcGlb2024 FastAcqnWt NeubergBerNextGen TemplIncoFd BrightHealth Graco PPG Ind Volta CompassDiversif JPMorganChase Revlon Zhihu
AirLeasePfdA DelawareIvyHi LearnCWInvtWt Semrush BNYM StrMuni Farfetch NewGermanyFd TemplGlob BroadmarkRealty GrafTechIntl ProgHoldings Vontier Compass JanusHenderson RexfordIndPfdC Zuora
AirProducts DeltaAir LejuHoldings SensataTechs BNYM StratMuni Fastly NewIrelandFd TempurSealy BrookfieldBRP Nts Graham PVH VornadoPfdL ConagraBrands JapanSmlCap RiceAcqnII Zymeworks
Mutual Funds
SciTech n 21.86 -0.64 -26.6 34.4 CoDilxAd n 143.88 -4.17 -18.4 73.2 PrmcpAdml nr 149.29 -3.66 -11.9 45.5 GloMinVolFdAdm n 27.43 -0.65 -7.2 13.0 TgtRe2040 n 37.64 -0.84 -10.4 34.2 GrwthInst 133.25 -5.02 -19.3 73.8 EstValR p 46.32 -0.88 -5.0 53.4 FocInterGrFdInv 20.66 -0.89 -24.7 43.0
ShtT n 10.35 -0.07 -2.4 3.2 CoStIxAd nr 91.28 -5.42 -7.4 41.3 RealEstatAdml n 146.88 -2.34 -10.6 35.3 GNMA n 10.23 -0.13 -2.7 4.5 TgtRe2045 n 25.26 -0.57 -11.0 36.8 InPrSeIn 11.61 0.06 0.2 25.2 SmCap Grwth p 57.30 -1.04 -22.3 9.1 IntlSmCpGrthFd I 20.53 -0.93 -27.9 62.6
ShtTBdA n 8.99 -0.05 -1.9 7.4 DivAppIdxAdm n 41.63 -1.40 -10.7 49.8 S&PSC600Idx 387.87 -4.21 -8.2 41.4 GroInc n 57.27 -1.54 -10.4 59.1 TgtRe2050 n 41.66 -0.96 -11.2 36.9 InstIdx 358.99 -10.51 -11.5 58.9 SmCoOppI 49.30 -0.40 -6.1 40.2 WCM Focus Funds:
SmCpStk n 13.24 -0.16 -11.7 43.2 EMAdmr n 36.55 -1.51 -10.9 13.6 SmCapAdml n 96.78 -1.65 -10.7 37.8 HlthCare nr 206.84 -3.66 -9.0 33.3 TgtRe2060 n 42.67 -0.97 -11.2 36.9 InstPlus 358.99 -10.52 -11.5 59.0 VirtusFunds: WCMFocIntlGrwIns 20.86 -0.90 -24.6 44.0
TarRet2030 n 12.51 -0.23 -7.8 23.9 EnergyAd nr 53.24 0.94 37.4 38.6 SmGthAdml n 81.04 -2.04 -18.1 31.7 HYCor nr 5.60 -0.08 -5.1 12.8 TgtRet2055 n 46.38 -1.06 -11.2 36.9 InstTStIdx 77.40 -2.22 -12.3 55.7 CeredexLgCpVlEqI 11.56 NA NA NA Weitz Funds:
TarRet2040 n 12.68 -0.27 -9.3 26.9 EnergyAdml nr 77.98 -0.16 7.5 -3.3 STBondAdml n 10.34 -0.09 -2.3 5.2 InflaPro n 14.52 0.08 0.2 24.8 TgtRetInc n 13.62 -0.21 -5.8 18.5 InstTStPlus 77.38 -2.22 -12.3 55.7 CeredexMdCpVlEqI 12.02 NA NA NA PIIIOpp 13.93 -0.18 -10.3 28.2
TarRet2050 n 13.06 -0.29 -10.0 29.7 EqIncAdml n 89.21 -2.10 -3.3 42.6 STCorpIx n 21.36 -0.26 -3.3 6.2 IntlExplr n 16.92 -0.15 -20.5 12.0 TotIntBdIxInv 10.61 -0.18 -3.7 4.0 ITBdInst 11.31 -0.24 -4.5 10.6 GvSecUltShtBdI 9.95 -0.01 -0.5 2.6 ShtDurIncInst 12.12 -0.05 -1.2 6.4
TarRetIncm n 11.04 -0.16 -5.5 17.6 EuropeAdml n 72.68 0.91 -15.1 19.7 STFedAdml n 10.58 -0.06 -1.8 5.7 IntlGr n 32.75 -1.48 -25.2 37.7 USGro n 48.73 -2.37 -25.1 55.9 ITBdInstPI 11.31 -0.25 -4.5 10.6 InnGrSt I 42.23 NA NA NA ValueInv n 52.54 -1.04 -14.9 51.3
VA Bd n 11.15 -0.12 -4.0 7.2 ExplrAdml n 101.27 -2.34 -14.9 46.2 STIGradeAdml n 10.40 -0.12 -3.1 6.0 IntlVal n 36.91 -0.51 -11.2 16.3 WellsI n 27.49 -0.66 -5.0 23.6 LaCapInst 401.05 -12.29 -12.5 58.4 LowDurCrPlBd I 10.61 NA NA NA Western Asset:
ValueFd n 17.63 -0.45 -5.2 31.8 ExtndAdml n 117.16 -2.76 -15.5 39.2 STIPSIxAdm n 26.10 0.14 1.4 16.1 ITIGrade n 9.30 -0.23 -6.1 10.3 Welltn n 43.56 -1.10 -10.2 35.2 LTBdInst 13.93 -0.56 -10.6 17.9 VirtusFunds Cl A: CoreBondA 12.18 NA NA NA
WldGr n 24.05 -0.59 -13.2 38.9 FinIxdAd nr 44.70 -0.98 -7.6 44.9 STsryAdml n 10.46 -0.05 -1.4 5.1 ITTsry n 10.97 -0.17 -2.8 8.3 Wndsr n 23.62 -0.32 -2.4 57.4 LTBdInstPl 13.93 -0.56 -10.6 18.0 MidGrA 54.34 NA NA NA CoreBondI 12.18 NA NA NA
GNMAAdml n 10.23 -0.13 -2.7 4.8 STTresIdx n 19.96 -0.08 -1.5 3.8 LifeCon n 21.33 -0.43 -7.5 20.2 WndsrII n 41.97 -1.10 -9.1 56.3 MidCpInst 60.72 -1.93 -12.9 46.9 MulSStA p 4.58 NA NA NA CoreBondIS 12.19 NA NA NA
V GroIncAdml n
GrwthAdml n
93.48
133.24
-2.51
-5.02
-10.4
-19.3
59.5
73.8
TotBdAdml n
TotIntBdIdxAdm n
10.61
21.20
-0.20
-0.37
-4.8
-3.8
8.0
4.1
LifeGro n
LifeInc n
39.77
15.95
-0.89
-0.30
-10.5
-6.0
33.6
13.4
VANGUARD INDEX FDS:
500 389.04 -11.41 -11.6 58.4
MidCpIstPl
RealEstaInstl
299.45
22.73
-9.53
-0.37
-12.9
-10.6
47.0
35.3
SmCapSusA
StratGrA p
38.42
21.68
NA
NA
NA
NA
NA
NA
CorePlusBdA 10.89
CorePlusBdI 10.91
NA
NA
NA
NA
NA
NA
VALIC: HltClxAd nr 119.67 -3.38 -10.2 46.9 TotIntlAdmIdx nr 30.28 -0.46 -11.5 19.4 LifeMod n 30.52 -0.65 -9.0 26.9 EmgMktInstPl 92.46 -3.82 -10.8 13.8 Rs1000GrwIdxInst 495.94 -18.45 -17.9 74.6 TactAllA p 10.93 NA NA NA CorePlusBdIS 10.90 NA NA NA
HlthCareAdml nr 87.22 -1.54 -9.0 33.5 TotStAdml n 103.14 -2.96 -12.3 55.6 LTIGrade n 9.55 -0.41 -12.0 15.7 ExtndIstPl 289.11 -6.81 -15.5 39.2 Rs1000Vl IdxInst 271.61 -6.19 -5.6 38.6 VirtusFunds Cl I: IntermedBdIS 10.37 -0.16 -5.0 6.5
CoreVal 12.90 -0.51 -4.0 32.9 FTAIWdInPl 113.24 -1.88 -11.5 19.1 IntermTermMuniA 6.29 -0.06 -3.8 7.1
FrgnVal 9.78 -0.29 -8.2 10.1 HYCorAdml nr 5.60 -0.08 -5.1 13.1 TxMBal nr 39.05 -0.76 -8.0 30.7 LTTsry n 11.69 -0.45 -8.2 17.6 Russ1000IdxInst 372.53 -11.14 -12.1 57.7 EmMktI 9.02 NA NA NA
InfProAd n 28.51 0.15 0.2 25.1 TxMCapAdml n 217.69 -6.65 -12.2 58.3 MATxEx n 10.72 -0.17 -5.2 9.8 Growth 133.25 -5.02 -19.3 73.1 Russ2000GrIxInst 333.20 -6.03 -18.0 24.9 ForOppI 24.47 NA NA NA IntermTermMuniI 6.28 -0.07 -3.9 7.7
GlobEq 7.25 -1.75 -13.5 11.7 IdxIntl 18.10 -0.28 -11.5 19.2 ManagedMuniA 15.89 -0.19 -4.6 8.4
SysCore 25.98 -1.00 -12.0 60.8 InfTechIdx n 192.02 -7.79 -18.1 99.2 TxMIn nr 14.52 -0.09 -11.7 21.6 MgdPayFdInv n 17.50 -0.28 -4.8 25.9 Russ3000Idx 367.07 -10.53 -12.1 55.7 IntSmCapI 17.23 NA NA NA
IntlGrAdml n 104.13 -4.73 -25.2 38.2 TxMSC nr 85.80 -0.92 -8.0 41.8 MidCpGro pn 21.79 -0.70 -19.3 32.9 ITTresIdx Inst 26.97 -0.42 -3.0 7.3 SmCapInst 96.78 -1.65 -10.7 37.9 MulSStI 4.59 NA NA NA ManagedMuniI 15.92 -0.19 -4.5 9.0
InflPro 11.61 -0.84 -0.8 20.6 LTTresIdx Inst 34.96 -1.31 -8.1 16.9 SMAShCrPlCp n 7.58 -0.26 -14.6 0.4
IntlEq 7.15 -0.26 -12.9 15.9 ITBondAdml n 11.31 -0.25 -4.5 10.5 USGroAdml n 126.25 -6.15 -25.1 56.4 MuHY n 11.34 -0.16 -5.0 11.6 SmCapIstPl 279.35 -4.75 -10.7 37.9 QualitySmCapI 24.34 NA NA NA
ITCorpIx n 23.38 -0.59 -6.3 11.3 UtilIxAd nr 76.87 -0.61 -2.0 30.1 MuInt n 14.07 -0.15 -3.9 7.3 MdCpGrAdml n 87.61 -3.90 -20.0 49.5 SmCapSusI 39.83 NA NA NA SmashSerC n 8.90 -0.07 -6.7 7.6
IntlGro 12.42 -2.38 -26.5 31.2 MdCpVlAdml n 73.69 -1.54 -5.3 41.9 SmGthInst 64.90 -1.64 -18.1 31.7 SmashSerM n 9.88 NA NA NA
LgCpGro 18.52 -2.97 -13.9 63.0 ITIGradeAdml n 9.30 -0.23 -6.1 10.6 ValAdml n 55.27 -1.28 -3.7 43.0 MuLong n 11.48 -0.16 -4.9 10.2 SmValInst 40.70 -0.48 -5.2 38.7 SmCpCorI 43.14 NA NA NA
MidCp 60.58 -1.93 -12.9 46.4 Vivaldi Merger: TotalRetUnconI 9.49 NA NA NA
MdCpStGr 18.80 -2.72 -16.8 53.0 ITsryAdml n 10.97 -0.17 -2.8 8.6 WdsrllAdml n 74.47 -1.94 -9.0 56.7 MuLtd n 10.91 -0.06 -2.1 4.4 RUSS2000IdxInst 303.37 -3.16 -11.7 33.0 STBdIdxInstPl 10.34 -0.09 -2.3 5.2 Westwood Income Oppo:
MidCpIdx 26.88 -3.24 -9.4 41.2 ITTresIdx n 21.74 -0.33 -3.0 7.2 WellsIAdml n 66.59 -1.61 -5.0 23.9 MuSht n 15.71 -0.04 -1.0 2.8 STBDInst 10.34 -0.09 -2.3 5.2 Arbitrage Fund 10.60 0.02 0.6 14.0
SmCap 96.74 -1.65 -10.7 37.3 Voya Fds: WwIncOpFdInstl 11.96 -0.32 -6.3 24.1
SciTech 24.74 -9.41 -22.2 60.5 LarCapAd n 97.44 -2.99 -12.5 58.4 WelltnAdml n 75.23 -1.89 -10.2 35.6 OHLTte n 12.47 -0.17 -4.4 11.0 SmValAdml n 72.81 -0.86 -5.2 38.6 STCorpIxInst p 26.15 -0.31 -3.2 6.3 Westwood Quality Sma:
SmCpIdx 18.44 -2.38 -11.7 31.3 LTGradeAdml n 9.55 -0.41 -12.0 16.1 WndsrAdml n 79.64 -1.09 -2.3 57.8 Primcp nr 144.09 -3.54 -11.9 45.2 TotBd 10.61 -0.20 -4.8 7.7 STIGradeInst 10.40 -0.12 -3.1 6.1 GrOppI 49.01 NA NA NA WwQalSmallCapI 19.62 -0.46 -9.0 31.3
StckIdx 48.17 -6.52 -11.6 57.5 LTsryAdml n 11.69 -0.45 -8.2 18.0 VANGUARD FDS: PrmcpCor n 30.18 -0.48 -10.3 44.7 TotBd2 10.47 -0.20 -4.9 7.5 STIPSIxins 26.12 0.14 1.4 16.2 InmdBdI 9.65 NA NA NA Williamsburg Invst T:
ValUltra 15.53 -5.32 -21.1 57.4 LTTresIdx n 27.54 -1.04 -8.1 16.8 CAIT n 11.67 -0.12 -4.0 6.4 SelValu nr 29.50 -0.33 -3.8 49.1 TotIntlInstIdx r 121.09 -1.84 -11.5 19.5 STTresIdx 25.07 -0.11 -1.6 3.9 TRPGrEqI 91.99 NA NA NA DavPrtSmCapFoFd n 17.09 -0.29 -10.1 65.0
Value Line Funds: MatIdx nr 92.14 -1.47 -8.1 54.8 CALT n 12.01 -0.17 -4.8 9.3 STAR n 28.31 -0.72 -11.4 33.5 TotItlInstPlId r 121.12 -1.84 -11.5 19.5 TotBdInst 10.61 -0.20 -4.8 8.1 Wilmington Funds:
AstAlcClInv n 40.62
CapAppreClInv n 10.40
-1.27 -12.2 29.4
-0.32 -16.1 30.6
MidCpAdml n
MrgBkdIdx n
274.85
20.35
-8.75
-0.25
-12.9
-3.4
46.9
3.7
CapOp nr
DivdGro n
71.65
36.12
-1.85
-1.23
-14.6
-8.0
44.4
51.8
STFed n
STIGrade n
10.58
10.40
-0.06
-0.12
-1.8
-3.2
5.4
5.7
TotSt
VANGUARD INSTL FDS:
103.10 -2.96 -12.3 55.2 TotBdInst2
TotBdInstPl
10.47
10.61
-0.20
-0.20
-4.9
-4.8
7.7
8.1
WXYZ BroadMktBdInst 9.52
Intl Inst 8.63
-0.17 -4.7 8.0
-0.16 -15.6 13.5
Van Eck Funds: MuHYAdml n 11.34 -0.16 -5.0 11.8 DivrEq n 45.27 -1.36 -14.0 56.9 STIPSixInv 26.06 0.13 1.4 15.8 BalInst 44.44 -1.09 -9.3 36.1 TotIntBdIdxInst 31.82 -0.55 -3.7 4.2 Wasatch: LgCpStrInst 28.42 -0.85 -12.0 57.5
EmgMktsY 13.74 NA NA NA MuIntAdml n 14.07 -0.15 -3.9 7.6 EmgMktSelStk n 21.28 -1.02 -12.9 10.3 StratgcEq n 35.64 -0.69 -8.1 46.1 DevMktsIndInst 14.54 -0.09 -11.7 21.7 TotStInst 103.16 -2.96 -12.3 55.7 CoreGr n 75.43 -1.91 -19.9 52.3 Wm Blair Funds Cl I:
VANGUARD ADMIRAL: MuLTAdml n 11.48 -0.16 -4.9 10.4 Energy nr 41.56 -0.09 7.5 -3.6 StrSmCpEqInv n 36.01 -0.53 -7.8 44.1 DevMktsInxInst 22.73 -0.14 -11.7 21.7 TtlWrldIxInst p 193.33 -4.56 -11.9 39.2 IntlGr n 26.91 -0.76 -22.8 23.1 IntlGthI r 30.18 -0.41 -22.0 32.5
400MCpIdxInst 346.32 -5.89 -9.3 42.5 MuLtdAdml n 10.91 -0.06 -2.1 4.6 EqInc n 42.56 -1.01 -3.3 42.2 STTsry n 10.46 -0.05 -1.4 4.8 EmMkInst r 27.79 -1.15 -10.9 13.7 TxMCaInst r 108.16 -3.30 -12.2 58.4 MicCap n 7.19 -0.21 -23.5 60.3 SmCapValI 31.84 -0.37 -5.2 39.0
500Adml n 389.09 -11.40 -11.5 58.9 MuShtAdml n 15.71 -0.04 -0.9 3.1 Explr n 108.90 -2.52 -15.0 45.8 TgtRe2015 n 13.74 -0.22 -6.0 19.9 EuroInst 30.99 0.38 -15.1 19.7 TxMSCInst r 86.00 -0.92 -8.0 42.0 SmCapGr n 37.91 -0.79 -24.1 49.7 SmMidI r 29.38 -0.69 -15.4 37.4
BalAdml n 44.43 -1.10 -9.4 36.1 NJLTAdml n 11.98 -0.16 -4.9 11.5 EXPValFd n 43.42 -0.43 -6.1 40.6 TgtRe2020 n 28.75 -0.53 -7.3 24.3 ExDurTrsInst 37.31 -1.87 -11.5 22.2 ValueInst 55.27 -1.28 -3.7 43.0 SmCapV n 9.24 -0.08 -12.3 35.4 Wm Blair Funds Inst:
CAITAdml n 11.67 -0.12 -3.9 6.6 NYLTAdml n 11.43 -0.18 -5.2 9.2 FTAlWldInAdml n 33.73 -0.56 -11.5 18.9 TgtRe2025 n 18.59 -0.38 -8.6 26.8 ExtndInst 117.15 -2.76 -15.5 39.2 Victory Funds: UltraGr n 34.32 -1.19 -22.3 63.4 IntlGth 14.85 -0.20 -22.0 33.6
CALTAdml n 12.01 -0.17 -4.8 9.6 PacifAdml n 87.05 -3.14 -10.0 16.7 GlbCapCyl Inv nr 12.03 0.10 8.8 68.5 TgtRe2030 n 34.82 -0.76 -9.4 29.2 FTAlWldIst r 106.93 -1.77 -11.5 19.0 EstValA 47.13 -0.88 -5.0 54.4 WCM: Wm Blair Funds R6:
CapOpAdml nr 165.38 -4.25 -14.6 44.7 PALTAdml n 11.52 -0.14 -4.3 11.0 GlbEq n 32.28 -0.93 -16.1 34.9 TgtRe2035 n 21.48 -0.47 -9.9 31.7 FTScinst 28.44 -0.95 -15.0 60.0 EstValI 47.18 -0.89 -5.0 55.9 FcusEmgMk Inst 14.64 -0.63 -21.6 26.4 EmgMktGth 13.36 -0.39 -16.7 43.8
Weekly Closed-End Funds Data provided by
52 Week 52 Week
Stock Market Prem Market TRACKING CLOSED - END FUNDS Stock Market Prem Market
Fund Name (Symbol) Exch NAV Price /Disc Return Fund Name (Symbol) Exch NAV Price /Disc Return
Friday, March 11, 2022 Templeton Dragon (TDF) ................ N 14.41 12.72 – 11.7 – 32.4
General Equity Funds No Quick Fix: With the war in Ukraine entering its third week, investors sold constit- Templeton Em Mkt (EMF) ...............
United Corps Ltd (UNC)-cy ...............
N 14.57 12.94 – 11.2 – 29.3
T 161.70 105.90 – 34.5 0.9
Adams Diversified Equity (ADX) ...... N 19.93 17.10 – 14.2 9.5
Boulder Growth & Income (BIF) ...... N 16.36 13.95 – 14.7 15.2 uents of the Herzfeld Average and the Dow—causing respective declines of 1.5% 12 mos
Central Secs (CET)-c ........................ A 45.12 40.56 – 10.1 18.4 Stock Market Prem Yield
CohenStrsCEOppFd (FOF) .............. N 12.64 12.68 + 0.3 2.7 and 1.8% for the week ended Thursday. Fund Name (Symbol) Exch NAV Price /Disc 2/28/22
Eagle Capital Growth (GRF)-c ........... A 10.18 9.40 – 7.7 27.1
EVTxAdvDivIncm (EVT) .................. N NA 25.79 NA 7.9 73600 Net Asset Value U.S. Mortgage Bond Funds
Equus II (EQS) ................................ N NA 2.57 NA 38.9 74900 BlckRk Income (BKT) ...................... N 5.37 5.03 – 6.3 8.0
Foxby Corp. (FXBY) ........................ O 20.95 NA NA NA First Trust Mtge Inc (FMY) .............. N 13.33 12.64 – 5.2 5.3
GabelliDiv&IncTr (GDV) ................. N 26.34 23.20 – 11.9 2.2 Invesco HI 2023 Tgt Term (IHIT) ..... N 9.07 8.78 – 3.2 6.2
Gabelli Equity Tr (GAB)-h ................. N 5.75 6.95 + 20.9 9.3 66500 71800 Invesco HI 2024 Tgt Term (IHTA) .... N 9.42 9.03 – 4.1 5.6
GeneralAmer (GAM) ....................... N 47.22 39.75 – 15.8 9.3 Nuveen Mortgage and Inc (JLS) ...... N 20.99 18.60 – 11.4 5.2
JHancockTaxAdvDiv (HTD)-a .......... N 25.11 24.35 – 3.0 16.0 68700 Nuveen Multi-Market (JMM)-c ......... N 7.24 6.61 – 8.7 5.4
Liberty All-Star Equity (USA)-h ......... N 6.94 7.13 + 2.7 4.4 *Herzfeld Vertical Capital Income (VCIF) ........ N NA 10.20 NA 8.3
Liberty All-Star Growth (ASG)-h ....... N 6.57 6.67 + 1.5 – 12.7
Closed-End
59400 65600 Western Asset Mtg Oppty (DMO) .... N 14.60 13.58 – 7.0 9.6
Royce Micro-Cap Tr (RMT)-a ........... N 11.15 9.88 – 11.4 – 7.0 Investment Grade Bond Funds
Royce Value Trust (RVT)-a ............... N 17.28 16.42 – 5.0 – 2.9 Average 62500 Angel Oak Dynmc FS I Trm (DYFN) .. N 20.36 18.95 – 6.9 7.7
Source Capital (SOR) ...................... N 43.31 40.68 – 6.1 3.5 2Q 3Q 4Q 1Q Angel Oak FS Inc Trm (FINS) ........... N 17.31 16.05 – 7.3 8.0
Special Opportunities (SPE) ............ N NA 14.60 NA 12.2 52300 BlRck Core Bond (BHK) .................. N 13.92 13.01 – 6.5 6.5
Sprott Focus Trust (FUND)-a ............ O 9.09 8.52 – 6.3 17.0 % Disc/Prem From Net Asset Value BR Credit Alloc Inc (BTZ) ................. N 13.58 12.42 – 8.5 7.8
Tri-Continental (TY) ........................ N 33.98 29.57 – 13.0 6.1 BR Enhcd Govt (EGF) ...................... N 12.08 11.36 – 6.0 4.2
Specialized Equity Funds 0 Insight Select Income (INSI) ........... N NA 17.61 NA 4.3
Aberdeen Glb Prem Prop (AWP) ..... N 6.27 6.06 – 3.3 16.7 45200 -1 InvescoBond (VBF) ......................... N 18.34 17.37 – 5.3 3.6
Aberdeen Std Gl Infra I (ASGI) ......... N 21.92 19.17 – 12.5 5.2 J Han Income (JHS)-a ...................... N 14.04 13.19 – 6.1 5.8
Adams Natural Resources (PEO) .... N 23.96 20.48 – 14.5 39.4 Dow Industrials -2 MFS Govt Mkts (MGF) ....................
MFS Intmdt (MIN) ..........................
N
N
4.08
3.41
3.82
3.16
–
–
6.5
7.3
8.2
9.8
Allspring Ut & Hi Inc (ERH) ............. A 13.02 13.27 + 1.9 9.0
ASA Gold & Prec Met Ltd (ASA) ....... N 27.26 22.88 – 16.1 15.3 38100 -3 Western Asset Inf-Lk Inc (WIA) ....... N 13.33 12.22 – 8.3 11.7
BR Enh C&I (CII) ............................. N 20.12 19.79 – 1.6 9.5 Western Asset Inf-Lk O&I (WIW) .... N 13.59 12.21 – 10.2 7.9
BlackRock Energy & Res (BGR) ...... N 12.79 11.15 – 12.8 24.5 -4 WA Investment Grade Inc (PAI) ....... N 14.31 13.45 – 6.0 4.0
BlackRock Eq Enh Div (BDJ) ........... N 9.93 9.24 – 6.9 8.6 WesternAssetPremBd (WEA) ......... N 12.87 11.93 – 7.3 6.2
BlackRock Enh Glbl Div (BOE) ......... N 12.22 10.69 – 12.5 0.1 31000 -5 Westn Asst IG Def Opp Tr (IGI) ........ N 19.55 18.55 – 5.1 4.1
BlackRock Enh Intl Div (BGY) .......... N 6.16 5.39 – 12.5 – 4.5 2Q 21 3Q 21 4Q 21 1Q 22 2Q 21 3Q 21 4Q 21 1Q 22 Loan Participation Funds
BlackRock ESG Cap Alloc (ECAT) .... N 18.41 15.58 – 15.4 NS Apollo Senior Floating (AFT) ........... N NA 14.75 NA 6.2
BlackRock Hlth Sci Tr II (BMEZ) ...... N 21.50 18.56 – 13.7 – 26.8 The Herzfeld Closed-End Average measures 15 equally-weighted closed-end funds based in the U.S. that invest principally in BR Debt Strategy (DSU) .................. N 11.16 10.45 – 6.4 6.8
BlackRock Hlth Sciences (BME) ...... N 43.41 41.84 – 3.6 – 4.3 American equities. The net assest value is a weighted average of the funds' NAVs. Source: Thomas J. Herzfeld Advisors Inc., Miami. BR F/R Inc Str (FRA) ....................... N 13.46 13.01 – 3.3 6.0
BlackRock Innov and Grow (BIGZ) .. N 12.52 10.90 – 12.9 NS BlackRock Floatng Rt Inc (BGT) ...... N 13.08 12.18 – 6.9 6.0
BlackRock Res & Comm (BCX) ....... N 11.43 10.71 – 6.3 19.3 305-271-1900/www.herzfeld.com Blackstone Lng-Sh Cr Inc (BGX) ..... N 14.68 13.31 – 9.3 7.0
BlackRock Sci&Tech Tr II (BSTZ) .... N 29.66 25.86 – 12.8 – 21.6 Blackstone Sr Fl Rt Tm (BSL) .......... N NA 14.65 NA 5.8
BlackRock Sci&Tech Trust (BST) .... N 42.17 40.94 – 2.9 – 17.8 52 Week 52 Week Blackstone Strat Cr (BGB) ............... N 13.94 12.86 – 7.7 6.3
BlackRock Utl Inf & Pwr (BUI) ......... N 23.85 23.79 – 0.3 2.4 Stock Market Prem Market Stock Market Prem Market BNY Mellon Alct GCI 2024 (DCF)-a ... N 8.77 8.32 – 5.1 6.8
CLEARBRIDGE ENGY MDS OPP (EMO) N 33.09 26.25 – 20.7 45.2 Fund Name (Symbol) Exch NAV Price /Disc Return Fund Name (Symbol) Exch NAV Price /Disc Return Eagle Point Credit (ECC) .................. N NA 13.76 NA 12.2
CLEARBRIDGE MLP&MDSTM TR (CTR) N 34.65 27.68 – 20.1 42.2 Eagle Point Income (EIC) ................ N NA 16.54 NA 8.3
ClearBridge MLP & Midstm (CEM) .. N 38.72 31.40 – 18.9 37.1 Nuv Dow 30 Dyn Overwrite (DIAX) .. N 17.08 16.04 – 6.1 6.2 VAGI Conv & Inc II (NCZ)-a .............. N 4.53 4.10 – 9.5 – 10.7 Eaton Vance F-R 2022 TT (EFL)-a ..... N NA 9.02 NA 4.3
Cntr Cst Brkfld MLP&EI (CEN) ......... N 19.77 17.01 – 14.0 57.9 NuvCorEqAlpha (JCE) ..................... N 15.60 15.75 + 1.0 16.9 VAGI Conv & Inc (NCV)-a ................. N 5.06 4.62 – 8.7 – 11.6 EtnVncFltRteInc (EFT) .................... N NA 13.14 NA 6.3
ChnStrInfr (UTF) ............................. N 26.68 27.07 + 1.5 9.5 Nuveen Nasdaq 100 Dyn Ov (QQQX) N 25.45 25.56 + 0.4 – 0.8 VAGI Con & Inc 2024 (CBH)-a .......... N 9.51 9.28 – 2.4 – 0.1 EV SenFlRtTr (EFR) ......................... N NA 13.38 NA 6.6
Cohen&SteersQualInc (RQI) ........... N 15.95 15.63 – 2.0 23.3 Nuv Real Est (JRS) .......................... A 11.94 11.45 – 4.1 30.3 VAGI Dvs Inc & Conv (ACV)-a ........... N NA 24.30 NA – 5.4 EVSnrIncm (EVF)-a .......................... N NA 6.30 NA 5.8
CohenStrs Real Est and I (RLTY) ..... N 19.99 19.88 – 0.6 NS Nuveen Rl Asst Inc & Gro (JRI) ........ N 16.41 14.40 – 12.2 5.9 VAGI Eqty & Conv Inc (NIE) ............. N NA 24.59 NA – 3.3 FT/Sr Fltg Rte Inc 2 (FCT) ................ N 11.81 11.86 + 0.4 8.6
Cohen&Steers TotRet (RFI) ............ N 14.60 15.16 + 3.8 12.9 NuvS&P500DynOvFd (SPXX) ......... N 17.20 17.08 – 0.7 10.8 World Equity Funds Highland Income (HFRO) ................ N 15.20 11.62 – 23.6 7.9
CohenStrsREITPrefInc (RNP) ......... N 25.90 24.32 – 6.1 8.9 NuvSP500BuyIncFd (BXMX) .......... N 14.13 13.24 – 6.3 5.8 AbrdnAusEq (IAF) ........................... A 5.72 5.65 – 1.2 8.6 InvDYCrOpp:AX (VTA) .................... N 12.19 NA NA NA
Columbia Sel Prm Tech Gr (STK) ..... N 29.44 28.99 – 1.5 6.6 PIMGlbStkPI (PGP)-a ...................... N NA 8.65 NA – 10.3 Aberdeen Emg Mkts Eq Inc (AEF) .... A 7.07 6.28 – 11.2 – 23.4 InvSnrIncTr (VVR) .......................... N 4.55 4.26 – 6.4 7.1
CushingMLPTotRet (SRV)-d ............ N 41.02 33.10 – 19.3 36.6 ReavesUtilityIncome (UTG) ............ A 32.78 33.15 + 1.1 10.4 Aberdeen Glbl Dyn Div (AGD) .......... N 11.72 10.50 – 10.4 1.4 Nuveen Credit Strat Inc (JQC) ......... N 6.61 5.93 – 10.3 9.4
Cushing NextGen Inf Inc (SZC) ........ N 51.63 42.49 – 17.7 8.2 Salient Midstream & MLP (SMM) ... N NA 8.05 NA 61.8 Aberdeen Japan Equity (JEQ) .......... N 7.43 6.79 – 8.6 – 15.5 NuvFloatRateIncFd (JFR) ................ N 10.12 9.65 – 4.6 7.1
DNP Select Income (DNP) .............. N 9.89 11.41 + 15.4 24.0 Tortoise Energy Ind (NDP) .............. N 32.97 28.27 – 14.3 67.2 Aberdeen Tot Dyn Div (AOD) ........... N 10.00 9.03 – 9.7 3.3 NuvFloatRteIncOppty (JRO) ........... N 10.03 9.65 – 3.8 7.0
Duff&Ph Uti&Infra Inc Fd (DPG) ...... N NA 15.04 NA 17.6 Tortoise Enrgy Infra Crp (TYG) ........ N 38.89 32.06 – 17.6 35.5 Allspring Gl Div Oppty (EOD) ........... N 5.42 5.01 – 7.6 3.1 Nuveen Senior Income (NSL) .......... N 5.95 5.48 – 7.9 7.1
EtnVncEqtyInc (EOI) ....................... N NA 17.89 NA 13.6 Tortoise Midstream Enrgy (NTG) .... N 43.35 35.16 – 18.9 39.1 BlackRock Capital Alloc (BCAT) ...... N 18.77 16.26 – 13.4 – 18.6 Nuveen Sht Dur Crdt Opp (JSD) ...... N 15.15 13.88 – 8.4 7.2
EtnVncEqtyIncoII (EOS) ................. N NA 19.61 NA – 3.5 Tortoise Pipelne & Enrgy (TTP) ....... N 33.05 27.10 – 18.0 35.1 Calamos GloDynInc (CHW)-a ........... N 8.12 8.17 + 0.6 – 11.3 PionrFltRate Tr (PHD) ..................... N 11.16 10.43 – 6.5 6.5
EVRskMnDvsEqInc (ETJ) ............... N NA 9.32 NA – 4.3 Tortoise Pwr & Engy Infr (TPZ) ....... N 16.10 14.06 – 12.7 21.7 Cdn Genl Inv (CGI)-y ........................ T 55.33 39.12 – 29.3 9.8 High Yield Bond Funds
ETnVncTxMgdBuyWrtInc (ETB) ..... N NA 16.55 NA 16.4 VAGIAI & Tech Opptys (AIO)-a ......... N 22.38 20.42 – 8.8 – 8.2 Central and Eastern Euro (CEE) ....... N 8.26 7.53 – 8.8 – 69.2 Aberdeen Inc Credit Str (ACP) ......... N 9.15 9.61 + 5.0 11.9
EtnVncTxMgdBuyWrtOpp (ETV) ..... N NA 15.14 NA 7.3 VDivInt&PremStr (NFJ) .................. N NA 13.27 NA 2.1 China (CHN) ................................... N 15.58 13.38 – 14.1 – 37.4 AllianceBernGlHiIncm (AWF) .......... N 11.84 10.53 – 11.1 7.2
EvTxMnDvsEqInc (ETY) ................. N NA 13.34 NA 13.2 Income & Preferred Stock Funds Delaware Enh Gl Div & In (DEX) ....... N 9.69 8.38 – 13.5 – 7.8 Allspring Income Oppty (EAD) ........ A 8.34 7.64 – 8.4 8.8
EtnVncTxMgdGlbB (ETW) .............. N NA 9.80 NA 5.6 CalamosStratTot (CSQ)-a ................ N 16.03 15.80 – 1.4 – 0.9 EV TxAdvGlbDivInc (ETG) ............... N NA 18.54 NA 5.5 Barings Glb SD HY Bd (BGH) ........... N 17.07 15.38 – 9.9 8.0
EVTxMnGblDvEqInc (EXG) ............. N NA 9.01 NA 7.0 CohenStrsLtdDurPref&Inc (LDP) ... N 23.46 22.11 – 5.8 – 5.5 EtnVncTxAdvOpp (ETO) ................. N NA 26.60 NA 10.0 BR Corporate HY (HYT) .................. N 11.07 10.35 – 6.5 8.6
Ecofin S&S Impact Term (TEAF) ..... N 17.17 14.19 – 17.4 8.7 CohenStrsSelPref&Income (PSF) ... N 23.74 21.99 – 7.4 – 12.1 Economic Inv Tr (N/A)-cy ................. T 183.23 133.67 – 27.0 13.6 BlackRock Ltd Dur Inc (BLW) .......... N 15.29 14.21 – 7.1 8.1
First Trust Energy Inc G (FEN) ......... A 15.42 15.41 – 0.1 27.6 CohenStrsTaxAvPreSecs&I (PTA) .. N 23.38 21.15 – 9.5 – 8.9 European Equity Fund Inc (EEA) ...... N 10.06 8.46 – 15.9 – 8.9 BNY Mellon Hi Yield Str (DHF)-a ....... N 3.00 2.67 – 11.0 8.9
First Tr Enhanced Eq (FFA) .............. N 19.00 19.24 + 1.3 10.1 Del Div & Inc (DDF) ......................... N 10.11 10.57 + 4.5 16.4 FirstTrAbEmergOp (FEO) ................ N 11.46 10.05 – 12.3 – 24.7 Brookfield Real Asst Inc (RA) .......... N 18.92 20.88 + 10.4 8.4
First Tr Specialty Fn (FGB) ............... N 4.31 3.97 – 7.9 9.2 Destra Multi-Altrntv (DMA) ............. N 11.86 8.31 – 29.9 NA FirstTr Dyn Euro Eq Inc (FDEU) ....... N 13.23 11.56 – 12.6 – 3.4 CrSuisHighYld (DHY) ..................... A 2.39 2.15 – 10.0 8.4
FirstTrEnergyInfra (FIF) .................. N 16.62 14.47 – 12.9 32.3 Dividend and Income (DNI) ............. N 18.60 13.45 – 27.7 13.1 Gabelli Gl Sm&Mid Cp Val (GGZ) ..... N 15.37 13.44 – 12.6 – 2.9 CSAM Income Fd (CIK) ................... A 3.24 3.02 – 6.8 8.7
FirstTrMLPEner&Inc (FEI) .............. N 8.99 7.83 – 12.9 22.0 FirstTrIntDurPref&Inc (FPF) ........... N 22.25 20.98 – 5.7 – 4.1 Gabelli Multimedia (GGT)-h ............. N 6.84 9.16 + 33.9 – 0.1 DELAWARE IVY HIGH INCOPP (IVH) N 13.90 12.50 – 10.1 6.3
Gab Gl Util & Inc (GLU)-h ................. A 18.83 19.05 + 1.2 3.8 JHanPrefInc (HPI)-a ........................ N 18.69 18.38 – 1.7 2.6 GDL Fund (GDL) ............................. N 10.42 8.55 – 17.9 0.8 DoubleLine Inc Sol (DSL) ................ N 15.45 14.03 – 9.2 11.8
Gabelli Healthcare (GRX)-h .............. N 13.84 12.10 – 12.6 4.7 JHPrefIncII (HPF)-a ......................... N 18.49 18.07 – 2.3 1.3 Herzfeld Caribb (CUBA) .................. O NA 4.87 NA – 1.2 DoubleLine Yld Opps (DLY) ............ N 18.32 16.93 – 7.6 8.0
Gab Utility (GUT)-h .......................... N 4.09 7.20 + 76.0 3.4 HnckJPfdInco III (HPS)-a ................ N 16.54 17.07 + 3.2 7.6 Highland Global Alloc (HGLB) ......... N 12.69 9.89 – 22.1 46.9 First Tr Hi Inc Lng/Shrt (FSD) .......... N 14.70 13.25 – 9.9 9.4
GAMCOGlGold&NatRes (GGN) ....... A 4.20 3.97 – 5.5 25.2 J Han Prm (PDT)-a ........................... N 14.42 15.42 + 6.9 19.5 India Fund (IFN) .............................. N 20.73 18.79 – 9.4 0.6 First Trust HY Opp:2027 (FTHY) ...... N 18.92 17.39 – 8.1 8.9
GAMCO NR GLD & INC TR (GNT) .... N 6.39 5.54 – 13.3 18.0 LMP CapInco (SCD) ........................ N 15.53 13.97 – 10.0 17.9 J Han Hdgd Ety & Inc (HEQ)-a ........... N 12.58 12.49 – 0.7 15.6 Franklin Univ (FT) ........................... N 8.58 8.15 – 5.0 6.1
J Han Finl Opptys (BTO)-a ................ N 38.17 43.58 + 14.2 18.3 Nuveen Multi-Asset Inc (NMAI) ...... N 17.73 15.55 – 12.3 NS JHancockTaxAdv Gl Sh Yld (HTY)-a . N 6.04 6.15 + 1.8 11.3 InvHighIncTrII (VLT) ...................... N 13.59 12.36 – 9.1 9.1
Macquarie/FirstTr Gl (MFD) ............ N 10.50 9.60 – 8.6 12.9 Nuveen Pref & Inc (JPT) .................. N 22.59 21.82 – 3.4 – 5.2 Japan Smaller Cap (JOF) ................. N 8.40 7.19 – 14.4 – 15.9 KKR Income Opportunities (KIO)-a .. N NA 14.20 NA 8.4
Madison CovCall & Eq Str (MCN) .... N 7.40 7.89 + 6.6 12.1 Nuveen Pref & Inc Opp (JPC) .......... N 8.99 8.34 – 7.2 – 2.7 Korea (KF) ...................................... N NA 29.12 NA – 13.6 MFS IntmdHgInc (CIF) .................... N 2.15 2.36 + 9.8 9.97
Neuberger Brmn MLP & EI (NML) ... N 7.72 5.98 – 22.5 43.6 Nuveen Fd (JPS) ............................. N 8.83 8.13 – 7.9 – 8.3 LazardGlbTotRetInc (LGI)-a ............. N 17.47 16.52 – 5.4 – 1.7 NeubHgYldStrt (NHS) ..................... N 11.13 10.69 – 4.0 9.7
Neuberger Nxt Gen Conn (NBXG) .... N 14.66 12.29 – 16.2 NS Nuveen Pref & Inc Term (JPI) .......... N 22.74 22.00 – 3.3 – 4.6 MexicoEqandIncmFd (MXE) ........... N 11.03 NA NA NA New Amer Hi Inc (HYB) ................... N 9.01 8.12 – 9.9 8.1
NubrgrRlEstSec (NRO) ................... A 4.85 4.78 – 1.4 15.3 Nuveen Var Rate P&I (NPFD) .......... N 22.71 22.36 – 1.5 NS Mexico (MXF) ................................. N NA 15.12 NA 11.2 Nuveen CI 2023 Target (JHAA) ........ N 9.62 9.49 – 1.4 4.1
TCW Strat Income (TSI) .................. N NA 5.09 NA – 4.3 Miller/Howard High Inc E (HIE) ....... N 11.44 10.51 – 8.1 16.5 Nuveen Crdt Opps 2022 TT (JCO) .... N 8.09 8.06 – 0.4 5.5
a-NAV and market price are ex dividend. b-NAV is fully diluted. c- Convertible Sec's. Funds MS ChinaShrFd (CAF)-J ................... N 19.13 16.52 – 13.7 – 20.3 Nuveen Global High Inc (JGH) ......... N 15.10 13.39 – 11.3 9.4
NAV is as of Thursday’s close. d-NAV is as of Wednesday’s close. AdvntCnvrtbl&IncFd (AVK) ............. N 15.72 14.66 – 6.7 – 1.8 MS India (IIF) .................................. N 28.35 23.45 – 17.3 5.0 PGIM Global High Yield (GHY) ........ N 14.70 13.08 – 11.0 8.9
e-NAV assumes rights offering is fully subscribed. f-Rights offering Bancroft Fund Ltd (BCV) ................. A 24.49 21.59 – 11.8 – 19.9 MS CBRE Gl In Mg (MEGI) .............. N 19.68 18.07 – 8.2 NS PGIM High Yield Bond (ISD) ........... N 15.78 14.22 – 9.9 8.6
CalamosConvHi (CHY)-a .................. N 13.26 13.06 – 1.5 – 4.1 New Germany (GF) ......................... N 12.57 10.90 – 13.3 – 19.6 PGIM Sh Dur Hi Yld Opp (SDHY) ..... N 18.64 16.61 – 10.9 7.5
in process. g-Rights offering announced. h-Lipper data has been ad- CalmosConvOp (CHI)-a ................... N 12.58 12.18 – 3.2 – 6.0 New Ireland (IRL) ........................... N 10.07 9.26 – 8.0 – 0.7 PioneerHilncm (PHT) ..................... N 8.86 8.17 – 7.8 10.0
justed for rights offering. j-Rights offering has expired, but Lipper Ellsworth G&I Fund Ltd (ECF) .......... A 11.51 10.15 – 11.8 – 19.4 RENN Fund (RCG) .......................... A NA 2.39 NA – 9.6 WstAstHIF II (HIX) .......................... N 6.15 6.10 – 0.8 9.2
data not yet adjusted. l-NAV as of previous day. o-Tender offer in Gabelli Conv Sec (GCV) ................... N 5.41 6.32 + 16.8 9.3 Royce Global Value Trust (RGT) ...... N 11.75 10.63 – 9.5 – 10.5 Western Asset Hi Inc Opp (HIO) ...... N 4.89 4.44 – 9.2 7.7
process. Source: Lipper HiIncBd (PCF) ................................. N 8.53 7.88 – 7.6 0.7 Swiss Helvetia (SWZ) ..................... N 9.90 8.59 – 13.2 3.8 Western Asset Hi Yld D O (HYI) ....... N 14.24 13.59 – 4.6 8.0
THREE YEAR TED SPREAD Market Sentiment LAST +0.13

Citigroup Panic/Euphoria Model
TED Spread = 3-mth LIBOR – 3-mth T-bill rate
1.5 Euphoria
1.4 1.4
1.3
1.2
0.7
1.1
1.0
0.9 0
0.8
0.7 -0.7
0.6 Panic
Friday's Close 0.45
0.5 -1.4
0.4
0.3 -2.1
0.2 F M A M J J A S O N D J F M
0.1 The panic/euphoria model is a gauge of investor sentiment. It identifies "Panic" and "Euphoria" levels which are statistically driven buy and
Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 sell signals for the broader market. Historically, a reading below panic supports a better than 95% likelihood that stock prices will be
19 20 21 22 higher one year later, while euphoria levels generate a better than 80% probability of stock prices being lower one year later.
Source: Citigroup Investment Research - US Equity Strategy
Weekly Closed-End Funds Data provided by
12 mos 12 mos 12 mos 52 Week

Stock Market Prem Yield Stock Market Prem Yield Stock Market Prem Yield Stock Market Prem Market
Fund Name (Symbol) Exch NAV Price /Disc 2/28/22 Fund Name (Symbol) Exch NAV Price /Disc 2/28/22 Fund Name (Symbol) Exch NAV Price /Disc 2/28/22 Fund Name (Symbol) Exch NAV Price /Disc Return
Other Domestic Taxable Bond Funds Nuveen AMT-Fr Mu CI (NVG) .......... A 15.91 15.10 – 5.1 5.1 Bluerock Total Inc+ RE:I (N/A) ......... z 36.65 NA NA 26.3 Equalize Community Dev (N/A) ....... z 9.82 NA NA 2.5
Allspring Multi-Sector (ERC) .......... A 11.03 10.06 – 8.8 10.1 Nuveen Dyn Muni Opp (NDMO) ....... N 14.14 14.23 + 0.6 6.5 Bluerock Total Inc+ RE:L (N/A) ........ z 35.43 NA NA 25.7 FedProj&TrFinanceTendr (N/A) ...... z 9.77 NA NA 2.2
Apollo Tactical Income (AIF) ........... N NA 14.18 NA 6.9 Nuveen Enh Muni Val (NEV) ............ N 14.51 13.49 – 7.0 5.1 Bluerock Total Inc+ RE:M (N/A) ....... z 33.83 NA NA NS Flat Rock Core Income (N/A)-a ......... z NA NA NA 6.7
Ares Dynamic Crdt Alloc (ARDC) ..... N NA 14.12 NA 7.9 Nuveen Int Dur Mun Term (NID) ...... N 14.27 14.10 – 1.2 3.8 Broadstone Rl Est Acc:I (N/A) .......... z 1.30 NA NA 3.0 InvDYCrOpp:A (N/A) ....................... z 12.19 NA NA NS
Barings Corporate Inv (MCI) ........... N NA 14.91 NA 6.1 Nuveen Int Dur Qlty Mun (NIQ) ........ N 14.08 13.80 – 2.0 3.5 Broadstone Rl Est Acc:W (N/A) ....... z 1.28 NA NA 2.2 InvDYCrOpp:R6 (N/A) .................... z 12.19 NA NA NS
Barings Part Inv (MPV) ................... N NA 13.34 NA 5.8 Nuveen Mu Crdt Opps (NMCO) ....... N 14.41 13.79 – 4.3 5.2 CBRE GlbRlEst (IGR) ...................... z 9.01 8.15 – 9.5 14.7 InvDYCrOpp:Y (N/A) ....................... z 12.19 NA NA NS
BlackRock Mlt-Sctr Inc (BIT) .......... N 16.49 15.69 – 4.9 9.1 Nuv Muni Credit Income (NZF) ........ A 15.67 14.77 – 5.7 5.1 CIM RA&C A (N/A) .......................... z 26.42 NA NA 10.0 Invesco Sr Loan A (N/A) .................. z 6.39 NA NA 4.9
BlackRock Tax Muni Bd (BBN) ........ N 22.88 21.82 – 4.6 6.1 NuvMuniHiIncOpp (NMZ) ............... A 13.43 13.55 + 0.9 5.6 CIM RA&C C (N/A) .......................... z 26.05 NA NA 9.2 Invesco Sr Loan C (N/A) .................. z 6.41 NA NA 4.1
DoubleLine:Oppor Crdt Fd (DBL) .... N 17.93 17.14 – 4.4 7.9 Nuveen Muni Inc (NMI) ................... N 10.75 10.15 – 5.6 3.4 CIM RA&C I (N/A) ........................... z 26.54 NA NA 10.3 Invesco Sr Loan IB (N/A) ................. z 6.39 NA NA 5.1
EVLmtDurIncm (EVV)-a ................... A NA 11.50 NA 10.2 Nuveen Muni Val (NUV) .................. N 10.07 9.57 – 5.0 3.5 CIM RA&C L (N/A) .......................... z 26.29 NA NA 9.7 Invesco Sr Loan IC (N/A) ................. z 6.39 NA NA 5.0
Franklin Ltd Dur Income (FTF) ......... A 8.15 7.52 – 7.7 11.6 Nuveen Quality Muni Inc (NAD) ....... N 14.94 13.73 – 8.1 4.9 Clarion Partners REI D (N/A) ........... z 12.26 NA NA 26.2 Invesco Sr Loan Y (N/A) .................. z 6.39 NA NA 5.1
J Han Investors (JHI)-a .................... N 16.31 15.75 – 3.4 8.8 Nuveen Sel Mat (NIM) ..................... N 10.42 9.81 – 5.9 2.7 Clarion Partners REI I (N/A) ............. z 12.27 NA NA 26.6 OFS Credit Company (OCCI) ........... z NA 13.15 NA NA
MFS Charter (MCR) ........................ N 7.71 7.16 – 7.2 9.2 Nuveen Sel TF (NXP) ....................... N 15.48 14.71 – 5.0 3.6 Clarion Partners REI S (N/A) ........... z 12.28 NA NA 25.6 Yieldstreet Prism (N/A) ................... z NA NA NA 10.1
NuvCorePlusImpact (NPCT) ........... N 16.69 14.90 – 10.7 NS PIMCO MuniInc (PMF)-a .................. N 12.00 12.74 + 6.2 5.0 Clarion Partners REI T (N/A) ............ z 12.25 NA NA 25.5 High Yield Bond Funds
Nuveen Taxable Muni Inc (NBB) ...... N 20.61 19.61 – 4.9 6.0 PIMCOMuniIncII (PML)-a ................ N 11.13 12.28 + 10.3 5.4 Griffin Inst Access RE:A (N/A) ......... z NA NA NA NA Griffin Inst Access Cd:A (N/A) ......... z NA NA NA 6.3
PCM Fund (PCM)-a .......................... N NA 10.26 NA 8.8 Pimco Muni III (PMX)-a ................... N 10.24 10.68 + 4.3 5.0 Griffin Inst Access RE:C (N/A) ......... z NA NA NA NA Griffin Inst Access Cd:C (N/A) ......... z NA NA NA 6.3
PIMCO Corp & Inc Oppty (PTY)-a ..... N 12.75 14.20 + 11.4 9.9 PioneerHilncAdv (MAV) .................. N 11.19 10.14 – 9.4 5.0 Griffin Inst Access RE:I (N/A) .......... z NA NA NA NA Griffin Inst Access Cd:F (N/A) .......... z NA NA NA 6.3
PIMCO Corp & Inc Strat (PCN)-a ...... N 13.19 14.74 + 11.8 8.6 PionrMuniHiIncOppty (MIO) ........... N 17.12 15.36 – 10.3 NS GS Real Est Div Inc:A (N/A) ............. z NA NA NA NA Griffin Inst Access Cd:I (N/A) .......... z NA NA NA 6.3
PIMCOHilnco (PHK)-a ..................... N 5.39 5.61 + 4.1 10.0 PioneerMunHiIcm (MHI) ................ N 12.12 10.68 – 11.9 4.6 GS Real Est Div Inc:C (N/A) ............. z NA NA NA NA Griffin Inst Access Cd:L (N/A) .......... z NA NA NA 6.3
PIMCO IncmStrFd (PFL)-a ............... N 9.58 9.95 + 3.9 10.0 Putnam Mgd Inc (PMM) ................. N 7.64 7.23 – 5.4 4.3 GS Real Est Div Inc:I (N/A) .............. z NA NA NA NA Griffin Inst Access Cd:M (N/A) ........ z NA NA NA NS
PIMCO IncmStrFd II (PFN)-a ............ N 8.41 8.51 + 1.2 10.2 Putnam Muni Opp (PMO) ................ N 12.73 11.92 – 6.4 3.9 GS Real Est Div Inc:L (N/A) .............. z NA NA NA NA PIMCO Flexible Cr I;A-1 (N/A) .......... z 8.82 NA NA 8.7
Putnam Mas Int (PIM) .................... N 3.83 3.45 – 9.9 4.9 RiverNorth Flex Muni Inc (RFM) ...... N 20.69 19.52 – 5.7 5.9 GS Real Est Div Inc:P (N/A) ............. z NA NA NA NS PIMCO Flexible Cr I;A-2 (N/A) .......... z 8.81 NA NA 8.4
Putnam Prem Inc (PPT) .................. N 4.27 3.85 – 9.8 5.8 RiverNorth Flx Mu Inc II (RFMZ) ...... N 17.92 16.37 – 8.6 6.3 GS Real Est Div Inc:W (N/A) ............ z NA NA NA NA PIMCO Flexible Cr I;A-3 (N/A) .......... z 8.82 NA NA 8.1
Western Asset Dvsfd Inc (WDI) ....... N 18.43 16.02 – 13.1 NS RiverNorth Mgd Dur Mu II (RMMZ) . N 19.75 20.01 + 1.3 NS NexPointRlEstStrat;A (N/A) ............ z 22.42 NA NA 43.4 PIMCO Flexible Cr I;A-4 (N/A) .......... z 8.81 NA NA 8.1
World Income Funds RiverNorth Mgd Dur Mun I (RMM) .. N 18.36 17.28 – 5.9 6.1 NexPointRlEstStrat;C (N/A) ............ z 22.68 NA NA 42.4 PIMCO Flexible Cr I;Inst (N/A) ......... z 8.81 NA NA 8.9
Abrdn AP IncFd (FAX) ..................... N 3.82 3.32 – 13.1 9.4 RiverNorth Opps Muni Inc (RMI) ..... N 20.15 19.22 – 4.6 5.4 NexPointRlEstStrat;Z (N/A) ............ z 22.66 NA NA 43.7 WA Middle Mkt Inc (N/A) ................. z 621.07 NA NA 5.4
Aberdeen Global Income (FCO) ....... N 5.08 5.76 + 13.4 12.4 Western Asset Mgd Muni (MMU) .... N 12.98 11.82 – 8.9 3.9 PREDEX;I (N/A)-a ............................ z 29.98 NA NA 23.8 Other Domestic Taxable Bond Funds
BrndywnGLB Glb Inc Oppts (BWG) . N 11.32 10.07 – 11.0 9.4 Western Asset Mun Hi Inc (MHF) .... N 7.67 7.13 – 7.0 3.5 PREDEX;T (N/A)-a ........................... z 30.17 NA NA 23.7 AFA MMC;Inst (N/A) ....................... z 9.99 NA NA NS
EtnVncStDivInc (EVG) .................... N NA 11.50 NA 10.5 WstAstMuniPrtnrs (MNP) .............. N 15.54 13.91 – 10.5 3.9 PREDEX;W (N/A)-a .......................... z 30.17 NA NA 23.7 AFA MMC;Inv (N/A) ........................ z 9.98 NA NA NS
First Tr/Ab Glbl Inc (FAM) ................ N 7.87 7.24 – 8.0 11.2 Single State Muni Bond Principal Dvs Sel RA A (N/A) ........... z 27.14 NA NA 8.1 Alternative Credit Inc:A (N/A) .......... z NA NA NA 6.3
MS EmMktDomDebt (EDD) ............ N 5.70 4.72 – 17.2 7.4 BlackRock CA Mun (BFZ) ................ N 14.51 12.64 – 12.9 3.9 Principal Dvs Sel RA Ins (N/A) ......... z 27.21 NA NA 8.2 Alternative Credit Inc:C (N/A) .......... z NA NA NA 5.6
Ms EmMktDebtFd (MSD) ................ N 8.78 7.53 – 14.2 5.6 BR MH CA Qly Fd Inc (MUC) ............ N 14.54 13.58 – 6.6 4.8 Principal Dvs Sel RA Y (N/A) ........... z 27.37 NA NA 8.5 Alternative Credit Inc:I (N/A) ........... z NA NA NA 6.6
Nuveen EM Dbt 2022 Tg Tr (JEMD) . N 7.14 6.77 – 5.2 5.0 BR MH NJ Qly (MUJ) ....................... N 14.66 14.03 – 4.3 5.4 The Private Shares;A (N/A) ............. z 43.22 NA NA 16.3 Alternative Credit Inc:L (N/A) .......... z NA NA NA 6.1
PIMCO Access Income (PAXS) ....... N 19.31 18.22 – 5.6 NS BR MH NY Qly (MHN) ..................... N 13.71 12.86 – 6.2 5.0 The Private Shares;I (N/A) ............... z 43.71 NA NA 16.6 Alternative Credit Inc:W (N/A) ......... z NA NA NA 6.3
PIMCO Dynamic Income (PDI)-a ...... N NA 22.67 NA 10.9 BR MuniYld CA (MYC) .................... N 14.79 13.32 – 9.9 3.8 The Private Shares;L (N/A) .............. z 42.74 NA NA 16.0 Angel Oak Str Crdt:Inst (N/A) .......... z 22.14 NA NA 14.3
PIMCO Dynamic Inc Opp (PDO)-a .... N 17.77 16.36 – 7.9 10.1 BR MuniYld CA Qly (MCA) ............... N 14.78 13.39 – 9.4 4.8 Thirdline Real Estate I (N/A) ............ z 10.11 NA NA NS BR Credit Strat;A (N/A) ................... z 9.43 NA NA 5.8
PIMCO Stratg Inc (RCS)-a ................ N NA 5.64 NA 10.3 BR MuniYld MI Qly (MIY) ................ N 14.61 13.25 – 9.3 4.9 USQ Core Real Estate:I (N/A) ........... z 29.24 NA NA 22.2 BR Credit Strat;Inst (N/A) ................ z 9.42 NA NA 6.6
StoneHarbor EM Tot Inc (EDI)-a ....... N 6.34 6.43 + 1.4 12.1 BR MuniYld NJ (MYJ) ..................... N 14.79 14.03 – 5.1 5.3 USQ Core Real Estate:IS (N/A) ........ z 29.27 NA NA 22.3 BR Credit Strat;U (N/A) ................... z 9.43 NA NA NS
StoneHarbor Emg Mkts Inc (EDF)-a .. N 5.35 5.53 + 3.4 13.6 BR MuniYld NY Qly (MYN) .............. N 13.17 12.09 – 8.2 4.9 Versus Cap MMgr RE Inc:I (N/A) ..... z 30.35 NA NA NE BR Credit Strat;W (N/A) .................. z 9.43 NA NA NS
Templeton Em Inc (TEI) .................. N 7.16 6.37 – 11.0 11.6 BR MuniYld PA Qly (MPA) ............... N 15.09 13.57 – 10.1 4.8 Versus Capital Real Asst (N/A) ........ z 27.03 NA NA 8.7 BlackRock Mlt-Sctr Oppty (N/A) ...... z 78.02 NA NA 8.0
Templtn Glbl Inc (GIM) ................... N 5.26 4.86 – 7.6 8.2 BlackRock NY Mun (BNY) ............... N 13.65 12.22 – 10.5 5.7 Wildermuth:A (N/A) ........................ z 13.52 NA NA 5.9 BlackRock Mlt-Sec Opp II (N/A) ...... z 81.22 NA NA 7.5
Virtus Gl MSec Inc (VGI)-a ............... N 10.64 9.43 – 11.4 10.1 BlackRock VA Mun (BHV) ............... N 14.40 NA NA 3.0 Wildermuth:C (N/A) ........................ z 12.86 NA NA 5.1 Carlyle Tact Pvt Cred:A (N/A) ........... z 8.85 NA NA 6.7
WstAstEmergDebt (EMD) ............... N 11.55 9.75 – 15.6 9.9 EVCAMuniBd (EVM) ....................... A 11.57 10.10 – 12.7 4.7 Wildermuth:I (N/A) ......................... z 13.65 NA NA 6.2 Carlyle Tact Pvt Cred:I (N/A) ............ z 8.89 NA NA 7.2
Western Asset Gl Cr D Op (GDO) ..... N 15.56 14.72 – 5.4 7.6 EVCAMuniIncm (CEV)-a .................. A 13.43 11.85 – 11.8 4.6 Income & Preferred Stock Funds Carlyle Tact Pvt Cred:L (N/A) ........... z 8.84 NA NA 6.8
National Muni Bond Funds Eaton Vance NY Muni Bd (ENX) ....... A 12.26 10.72 – 12.6 4.2 A3 Alternative Inc (N/A) .................. z 7.43 NA NA – 18.0 Carlyle Tact Pvt Cred:M (N/A) .......... z 8.89 NA NA 6.5
AllBerNatlMunInc (AFB) ................. N 14.08 12.67 – 10.0 4.8 InvCaValMuIncTr (VCV) ................. N 12.58 11.40 – 9.4 4.8 Calamos L/S Eqty and DI (CPZ)-a ..... z 20.40 19.65 – 3.7 – 1.7 Carlyle Tact Pvt Cred:N (N/A) .......... z 8.84 NA NA 7.2
BlckRk Inv Q Mun (BKN) ................. N 15.16 15.20 + 0.3 5.2 InvPAValMuIncTr (VPV) ................. N 13.37 12.02 – 10.1 4.8 First Trust Alt Opps;A (N/A) ............. z NA NA NA NS Carlyle Tact Pvt Cred:Y (N/A) ........... z 8.85 NA NA 7.0
BlckRk L-T Muni Adv (BTA) ............. N 12.26 11.83 – 3.5 5.1 InvTrInvGrNYMu (VTN) .................. N 13.36 12.08 – 9.6 4.6 First Trust Alt Opps;A (N/A) ............. z NA NA NA NA CION Ares Dvsfd Crdt;A (N/A) ......... z NA NA NA 5.4
BlackRock Muni 2030 Tgt (BTT) ...... N 25.24 24.56 – 2.7 3.0 NeubrgrBrmCA (NBW) ................... A 14.40 12.62 – 12.4 4.1 Flat Rock Opportunity (N/A)-a .......... z 22.21 NA NA 19.7 CION Ares Dvsfd Crdt;C (N/A) ......... z NA NA NA 5.4
BlackRock Muni (BFK) .................... N 13.40 13.00 – 3.0 5.2 NeubrgeBrmNY (NBO) ................... A 13.04 11.38 – 12.7 3.9 Lord Abbett Spec Sit I:A (N/A) ......... z 9.81 NA NA NS CION Ares Dvsfd Crdt;I (N/A) .......... z NA NA NA 5.3
BlackRock Muni II (BLE) ................. N 13.75 12.76 – 7.2 5.4 Nuveen AZ Qual Muni Inc (NAZ) ...... N 14.21 13.56 – 4.6 4.3 Lord Abbett Spec Sit I:I (N/A) .......... z 9.81 NA NA NS CION Ares Dvsfd Crdt;L (N/A) .......... z NA NA NA 5.4
BlckRk Muni Inc Qly (BYM) ............. N 14.58 13.40 – 8.1 5.0 Nuveen CA AMT-F Qual MI (NKX) .... A 15.27 13.89 – 9.0 4.7 Variant Altrntv Inc:Inst (N/A) ........... z 28.36 NA NA 11.1 CION Ares Dvsfd Crdt;U (N/A) ......... z NA NA NA 5.4
BR Muni Income (MUI) ................... N 14.73 13.57 – 7.9 4.5 Nuveen CA Val (NCA) ...................... N 10.16 9.35 – 8.0 3.1 Variant Impact;Instl (N/A) ............... z 25.41 NA NA NS CION Ares Dvsfd Crdt:U2 (N/A) ....... z NA NA NA 5.4
BR MuniAssets Fd (MUA) ............... N 13.70 12.97 – 5.3 4.3 NuveenCAQtyMuInc (NAC) ............. N 14.71 13.29 – 9.7 4.7 Zell Capital (N/A) ............................. z NA NA NA NS CION Ares Dvsfd Crdt;W (N/A) ........ z NA NA NA 5.3
BR MuniHoldings Qly (MFL) ........... N 13.89 12.51 – 9.9 4.4 Nuveen CA Sel Tx-Free (NXC) .......... N 14.93 14.63 – 2.0 3.2 Convertible Sec's. Funds CNR Select Strategies (N/A) ............ z 12.30 NA NA 0.0
BR MH Qly 2 (MUE) ......................... N 13.11 12.34 – 5.9 4.9 NuvGA Qual Muni Inc (NKG) ........... A 13.21 11.91 – 9.8 4.3 Calmos Dyn Conv and Inc (CCD)-a ... z 25.01 24.14 – 3.5 – 14.4 First Eagle Crdt Opps A (N/A) ........... z 25.77 NA NA 7.3
BR MuniHoldngs (MHD) ................. N 15.74 14.50 – 7.9 4.9 Nuveen MA Qual Muni Inc (NMT) .... N 14.00 13.00 – 7.1 4.0 12 mos First Eagle Crdt Opps I (N/A) ............ z 25.73 NA NA 8.1
BR MuniVest Fd (MVF) .................... N 9.14 8.62 – 5.7 4.5 Nuveen Minn Qual Mun Inc (NMS) .. A 14.62 14.88 + 1.8 4.2 FS Credit Income;A (N/A) ................ z NA NA NA 5.4
Stock Market Prem Yield FS Credit Income;I (N/A) ................. z NA NA NA 5.7
BR MuniVest 2 (MVT) ..................... N 14.23 13.53 – 4.9 5.0 Nuveen MO Qual Mun Inc (NOM) .... A 13.15 NA NA 3.8 Fund Name (Symbol) Exch NAV Price /Disc 2/28/22
BR MuniYield Fd (MYD) .................. N 13.90 12.69 – 8.7 5.0 NuvNJ Qual Muni Inc (NXJ) ............. A 15.16 13.44 – 11.3 5.1 FS Credit Income;T (N/A) ................ z NA NA NA 5.2
BR MuniYield Qlty (MQY) ................ N 15.10 13.92 – 7.8 5.4 Nuveen NY AMT/Fr Qual MI (NRK) .. A 13.86 12.27 – 11.5 4.5 World Equity Funds FS Credit Income;U (N/A) ................ z NA NA NA 4.9
BR MuniYld Qlty2 (MQT) ................ N 13.30 12.46 – 6.3 5.1 Nuveen NY Val (NNY) ...................... N 9.71 9.35 – 3.7 3.0 FS Credit Income;U-2 (N/A) ............ z NA NA NA 4.9
ACAP Strategic:A (N/A) ................... z 17.71 NA NA – 30.2 GL Beyond Income (N/A) ................ z 0.47 NA NA NE
BR MuniYld Qly 3 (MYI) .................. N 14.03 12.80 – 8.8 4.6 Nuveen NY Qual Muni Inc (NAN) ..... N 14.35 12.64 – 11.9 4.5 ACAP Strategic:W (N/A) .................. z 13.10 NA NA – 29.7
BNY Mellon Muni Bd Infra (DMB) .... N 13.64 12.95 – 5.1 4.8 Nuveen NY Sel Tx-Free (NXN) ......... N 13.70 12.99 – 5.2 3.2 Aspiriant Rsk-Mgd Cap Ap (N/A) ..... z NA NA NA NS KKR CREDIT OPPTY;D (N/A) ........... z NA NA NA 9.1
BNY Mellon Muni Income (DMF) ..... A 8.52 7.67 – 10.0 4.9 Nuveen OH Qual Muni Inc (NUO) ..... N 16.29 14.30 – 12.2 3.9 CalamosGlbTotRet (CGO)-a ............. z 12.59 13.15 + 4.4 – 11.1 KKR CREDIT OPPTY;I (N/A) ............ z NA NA NA 6.5
BNY Mellon Str Muni Bond (DSM) ... N 7.70 7.10 – 7.8 4.9 Nuveen PA Qual Muni Inc (NQP) ..... N 15.08 13.91 – 7.8 4.6 CPG Cooper Square IE A (N/A) ........ z NA NA NA NA KKR CREDIT OPPTY;T (N/A) ........... z NA NA NA 5.7
BNY Mellon Strat Muni (LEO) .......... N 8.02 7.30 – 9.0 5.2 Nuveen VA Qlty Mun Inc (NPV) ....... N 14.20 14.07 – 0.9 4.1 CPG Cooper Square IE I (N/A) ......... z NA NA NA NA KKR CREDIT OPPTY;U (N/A) ........... z NA NA NA 5.8
Del Inv Natl Muni Income (VFL) ....... A 14.00 12.85 – 8.2 4.0 PIMCO CA (PCQ)-a .......................... N 12.69 15.95 + 25.7 4.7 Primark Priv Eq Inv:I (N/A) .............. z 11.92 NA NA 2.5 Lord Abbett Cred Opps Fd (N/A) ...... z 10.27 NA NA 6.2
DTF Tax-Fr Inc 2028 Term (DTF) ..... N 14.45 NA NA 3.2 PIMCOCAMuniII (PCK)-a ................. N 8.08 8.03 – 0.6 4.7 Thornburg Inc Bldr Opps (TBLD.O)-a z 18.02 16.11 – 10.6 NS Lord Abbett Cred Opps Fd (N/A) ...... z 10.27 NA NA 7.0
DWS Muni Inc (KTF) ....................... N 11.67 10.46 – 10.4 4.6 Pimco CA Muni III (PZC)-a ............... N 9.27 9.48 + 2.3 4.7 VirtusTotalRetFd (ZTR)-a ................. z 8.75 9.33 + 6.6 6.6 Lord Abbett Crd Op:U (N/A) ............. z 10.27 NA NA 6.3
DWS Strat Mun (KSM) .................... N 11.70 10.58 – 9.6 4.9 PIMCO NY (PNF)-a .......................... N NA 10.40 NA 4.7 U.S. Mortgage Bond Funds Palmer Square Opp Inc (N/A) .......... z 18.20 NA NA 4.7
EVMuniBd (EIM) ............................. A 12.89 11.72 – 9.1 4.8 Arca US Treasury (N/A) ................... z NA NA NA 0.0 The Finite Solar Finance (N/A) ......... z 9.96 NA NA NS
PIMCONYMuniII (PNI)-a .................. N 10.48 9.91 – 5.4 4.7 Thrivent Church Ln&Inc:S (N/A) ..... z 9.94 NA NA 2.6
EVMuniIncm (EVN)-a ...................... N 13.10 12.01 – 8.3 4.4 Pimco NY Muni III (PYN)-a ............... N 8.40 8.41 + 0.1 5.0 Ellington Inc Opp:A (N/A) ................ z NA NA NA 5.2
EVNatMuniOpp (EOT) ..................... N NA 19.67 NA 3.7 Continuously Offered Ellington Inc Opp:M (N/A) ............... z NA NA NA 5.4 World Income Funds
FedHrmsPremMuI (FMN) ............... N 14.40 13.06 – 9.3 4.8 52 Week Loan Participation Funds BlueBay Destra Itl E:A (N/A) ............ z 22.96 NA NA 6.1
InvAdvMuIncTrII (VKI) ................... A 11.15 10.81 – 3.0 5.2 Stock Market Prem Market 1WS Credit Income;A2 (N/A) .......... z NA NA NA NS BlueBay Destra Itl E:I (N/A) .............. z 22.97 NA NA 6.4
Invesco MuniOp (OIA) .................... N 7.29 7.03 – 3.6 5.1 1WS Credit Income;Inst (N/A) ......... z NA NA NA 6.1 BlueBay Destra Itl E:L (N/A) ............. z 22.93 NA NA 5.9
Fund Name (Symbol) Exch NAV Price /Disc Return BlueBay Destra Itl E:T (N/A) ............. z 22.87 NA NA 5.7
InvescoMuOppTr (VMO) ................ N 12.50 11.35 – 9.2 5.3 AlphCntrc Prime Merid In (N/A) ....... z 9.63 NA NA 9.2
InvescoMuTr (VKQ) ........................ N 12.51 11.35 – 9.3 5.3 General Equity Funds Axonic Alternative Inc (N/A) ............ z NA NA NA 11.4 Oaktree Dvsfd Income;D (N/A) ........ z 9.53 NA NA NS
InvescoQual Inc (IQI) ...................... N 12.58 11.35 – 9.8 5.1 Alternative Strategies:I (N/A) .......... z 6.27 NA NA 11.0 Blackstone FR EI D (N/A) ................. z 23.21 NA NA 5.3 National Muni Bond Funds
InvTrInvGrMu (VGM) ..................... N 12.89 11.76 – 8.8 5.3 AMG Pantheon:1 (N/A) ................... z NA NA NA NA Blackstone FR EI I (N/A) .................. z 23.18 NA NA 5.6 Ecofin Tax-Adv Soc Impct (N/A) ...... z 9.55 NA NA 6.3
InvescoValMunInc (IIM) ................. N 15.32 14.20 – 7.3 5.0 BOW RIVER CAPTL EVGN;I (N/A) .... z NA NA NA NA Blackstone FR EI T (N/A) ................. z 23.14 NA NA 5.1 Lind Cap Pt Mun Cred Inc (N/A) ....... z 9.68 NA NA NS
MAINSTAY:MK DEFTR MUN OP (MMD) N 19.60 19.65 + 0.3 5.2 BOW RIVER CAPTL EVGN;II (N/A) .. z NA NA NA N Blackstone FR EI T-I (N/A) ............... z 23.71 NA NA 5.1 Nuveen En HY Muni Bd:A (N/A) ....... z NA NA NA NS
MFS HgIncMuniTr (CXE) ................ N 4.91 4.42 – 10.0 5.1 Specialized Equity Funds Blackstone FR EI U (N/A) ................. z 24.16 NA NA 5.1 Nuveen En HY Muni Bd:I (N/A) ........ z NA NA NA NS
MFS HgYldMuniTr (CMU) ............... N 4.45 3.93 – 11.7 4.8 ArrowMark Financial Corp (BANX) .. z NA 21.25 NA NA BNYM Alcntr Glb MS Cr Fd (N/A)-a ... z 96.34 NA NA 7.8 PIMCO Flex Mun Inc;A-3 (N/A) ........ z 11.10 NA NA 1.6
NeubrgrBrm (NBH) ......................... A 13.87 13.37 – 3.6 5.3 Aspiriant Rsk-Mgd RA (N/A) ........... z NA NA NA NS CliffwaterClFd;I (N/A) ...................... z 10.73 NA NA 6.9 PIMCO Flex Mun Inc:A1 (N/A) ......... z 11.10 NA NA 1.9
Nuveen AMT-Fr Mu Val (NUW) ........ N 16.28 15.16 – 6.9 2.9 Bluerock Total Inc+ RE:A (N/A) ........ z 35.85 NA NA 26.0 CliffwaterElFd;A (N/A) ..................... z 10.64 NA NA NS PIMCO Flex Mun Inc;A2 (N/A) ......... z 11.10 NA NA 1.9
Nuveen AMT-Fr Qlty Mun I (NEA) .... A 14.57 13.37 – 8.2 4.9 Bluerock Total Inc+ RE:C (N/A) ........ z 33.81 NA NA 25.1 CNR Strategic Credit (N/A) .............. z 9.67 NA NA 13.7 PIMCO Flex Mun Inc;Inst (N/A) ....... z 11.10 NA NA 2.4
TOP SAVINGS DEPOSIT YIELDS

Money Market Account1 One-Year CDs Five-Year CDs
Telephone Min. Recent Effect. Telephone Min. Recent Effect. Telephone Min. Recent Effect.
Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield
LendingClub Bank Boston,MA (800)242-0272 2500 0.65 (CM) 0.65 PenFed Credit Union Alexandria,VA (800)247-5626 1000 0.90 (MA) 0.90 PenFed Credit Union Alexandria,VA (800)247-5626 1000 1.79 (MA) 1.80
Axos Bank San Diego,CA (877)541-2634 10000 0.61 (CD) 0.61 MyBankingDirect.com Westbury,NY (866)285-1856 500 0.85 (CD) 0.85 Popular Direct New York,NY (800)274-5696 10000 1.50 (CD) 1.51
Ally Bank Philadelphia,PA (877)247-2559 1 0.50 (CD) 0.50 Popular Direct New York,NY (800)274-5696 10000 0.85 (CD) 0.85 TIAA Bank Jackson,FL (888)882-3837 1000 1.29 (CD) 1.30
American Express Salt Lake City,UT (800)446-6307 1 0.50 (CD) 0.50 First Internet Bank Indianapolis,IN (888)873-3424 1000 0.80 (CM) 0.80 First Internet Bank Indianapolis,IN (888)873-3424 1000 1.25 (CM) 1.26
First Internet Bank Indianapolis,IN (888)873-3424 100 0.50 (CM) 0.50 LendingClub Bank Boston,MA (800)242-0272 2500 0.80 (CM) 0.80 Capital One 360 Wilmingtn,DE (877)469-0232 1 1.19 (CM) 1.20
Six-Month CDs2 2½-Year CDs 90-Day Jumbo CDs
Telephone Min. Recent Effect. Telephone Min. Recent Effect. Telephone Min. Recent Effect.
Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield
PenFed Credit Union Alexandria,VA (800)247-5626 1000 0.50 (MA) 0.50 Capital One 360 Wilmingtn,DE (877)469-0232 1 0.80 (CM) 0.80 First Internet Bank Indianapolis,IN (888)873-3424 1000 0.35 (CM) 0.35
First Internet Bank Indianapolis,IN (888)873-3424 1000 0.50 (CM) 0.50 Discover Bank Greenwood,DE (800)347-7000 2500 0.80 (CD) 0.80 TIAA Bank Jackson,FL (888)882-3837 1000 0.35 (CD) 0.35
BankDirect Dallas,TX (877)839-2737 10000 0.50 (CD) 0.50 TIAA Bank Jackson,FL (888)882-3837 1000 0.79 (CD) 0.80 Community Commerce Bk Los Angeles,CA (323)268-6100 100000 0.30 (CM) 0.30
iGobanking.com Flushing,NY (888)432-5890 1000 0.45 (CD) 0.45 Community Commerce Bk Los Angeles,CA (323)268-6100 10000 0.75 (CM) 0.75 Axos Bank San Diego,CA (877)541-2634 1000 0.20 (CD) 0.20
TIAA Bank Jackson,FL (888)882-3837 1000 0.40 (CD) 0.40 ProGrowth Bank Gaylord,MN (888)922-2265 25000 0.51 (CA) 0.51 Ohio Savings Bk - Cleveland Cleveland,OH (800)696-2222 2500 0.20 (CD) 0.20
1Including passbook, statement savings, and bank-offered liquid asset accounts.
Yields are based on the stated rate and compounding method in effect Friday and are subject Source: (c) 2022, Curinos, 30501 Agoura Road, 2nd Floor, Agoura Hills, CA 91301
2Six-month CD yields assume reinvestment of principal and interest at the same rate for an to change. Phone to verify before investing or sending money. 818-880-8877. All rights reserved. May not be reproduced or retransmitted in any form with-
additional six months. out express written consent of Curinos.
(CC) Compounded continuously; (SA) compounded semiannually; (CD) compounded daily;
Rates are the highest yields on six types of accounts offered by federally-insured banks and (CA) compounded annually; (CM) compounded monthly; (SI) simple interest; (CQ) com-
savings associations nationwide. pounded quarterly
Market Laboratory
DJ HALF-HOURLY AVERAGES THE DOW JONES AVERAGES TRADING DIARY
Market Advance/Decline Volumes
Dow Jones 30 Industrial (divisor: 0.15172752595384) Week's Daily Mar 7 8 9 10 11
Daily Mar 7 8 9 10 11 COMPONENTS Change INDUSTRIALS
37300 NY Up 349,473 924,426 908,537 480,646 200,101
3M -5.77 NY Off 1,041,983 584,345 282,527 536,247 805,806
Open (t) 33490.17 32827.99 33251.91 32897.92 33381.81
Open (a) 33579.75 32885.17 32860.42 33106.77 33279.72 American Express -5.05 NY Up - Composite 1,912,313 4,564,963 4,226,106 2,308,352 844,997
NY Off - Composite 5,012,546 2,589,938 1,415,658 2,572,497 4,038,522
10:00 33231.28 32773.09 33180.42 33145.85 33401.58 Amgen -4.06 NYSE Amer UP 48,902 32,640 13,187 14,755 7,917
10:30 33173.38 32648.60 33259.27 33032.51 33317.88 Apple -8.44 NYSE Amer Off 8,031 32,417 17,042 6,615 18,873
11:00 33168.34 32827.33 33317.30 32930.25 33429.38
11:30 33200.97 32668.58 33221.41 32843.24 33341.90 Boeing -4.61 36600 NASD Up 2,075,741 3,874,743 4,263,699 1,729,964 1,564,089
NASD Off 3,996,941 2,591,648 1,048,923 3,211,392 3,638,041
12:00 33025.16 32793.59 33361.53 32908.45 33253.62 Caterpillar 19.17 NYSE Arca UP 153,020 354,566 299,994 125,615 59,989
12:30 32956.68 33208.90 33373.74 32995.58 33177.14 Chevron 12.25 NYSE Arca Off 363,685 273,393 157,359 249,566 336,833
1:00 32977.75 33282.78 33429.13 32898.14 33229.26 % (QCHA) –1.93 +.40 +1.63 –.32 –1.37
1:30 33021.66 33168.44 33394.66 32949.21 33276.49 Cisco Systems -1.82
% (QACH) +2.38 +1.39 +.74 +.04 –1.20
2:00 32989.49 32851.46 33258.03 33021.30 33164.98 Coca-Cola -4.65 35900 % (QCHAQ) –1.82 +.64 +2.82 –.62 –2.01
2:30 32993.80 32929.09 33302.26 33118.38 33244.53 Disney -8.97 Market Advance/Decline Totals
3:00 32959.53 33018.66 33299.64 33164.28 33127.21
3:30 32939.05 32815.63 33404.91 33132.29 33069.60
Dow 2.08 Week ended last Friday compared to previous Friday
Close 32817.38 32632.64 33286.25 33174.07 32944.19 Goldman Sachs -2.67 Weekly Comp. NYSE NYSE Amer Nasdaq NYSE Arca
High (t) 33785.30 33557.69 33674.41 33452.37 33698.10 Home Depot -7.47 Total Issues 3,651 295 5,434 1,865
Low (t) 32606.11 32268.07 32891.56 32643.85 32836.00 35200 Advances 1,123 120 2,048 309
Honeywell Intl -5.19 Declines 2,442 166 3,197 1,551
High (a) 33579.75 33402.98 33457.28 33236.59 33515.61
Low (a) 32806.15 32578.73 32860.42 32819.76 32911.89 IBM -2.66 Unchanged 86 9 189 5
New Highs 257 23 185 159
Change –797.42 –184.74 +653.61 –112.18 –229.88 Intel -2.24 New Lows 936 47 1,419 773
Theoretical (t): High 33785.30 Low 32268.07 Johnson & Johnson -0.13
Actual (a): High 33579.75 Low 32578.73 NYSE Composite Daily Breadth
JPMorgan Chase -5.51 34500 Daily Mar 7 8 9 10 11
Dow Jones 20 Transport (divisor: 0.16343894576034) McDonald's -8.94 Issues Traded 3,527 3,475 3,463 3,427 3,438
Advances 710 1,702 2,498 1,358 902
Open (t) 15329.46 14824.25 15098.12 14919.82 15423.37 Merck 0.43 Declines 2,698 1,607 833 1,935 2,411
Open (a) 15388.80 14813.36 14860.14 14983.49 15361.36 Unchanged 119 166 132 134 125
Microsoft -9.79 New Highs 186 108 18 44 58
10:00 15286.12 14826.26 15075.08 15163.98 15482.08
Nike Cl B -8.55 33800 New Lows 486 500 97 241 338
10:30 15280.79 14665.29 15044.82 15208.46 15342.15 Blocks - primary 5,499 5,537 4,733 4,666 5,232
11:00 15221.46 14668.79 15111.45 15167.35 15388.44 Procter & Gamble -11.92 Total (000) - primary 1,394,624 1,523,557 1,194,626 1,025,266 1,029,180
11:30 15158.96 14718.62 15132.75 15168.29 15359.41 Total (000) 6,943,437 7,238,318 5,660,068 4,926,519 4,997,665
Salesforce.com -5.11
12:00 15020.27 14793.17 15138.01 15197.59 15320.63 NYSE American Composite
12:30 14978.01 15029.36 15177.23 15265.84 15279.86 Travelers Cos 0.33
Daily Mar 7 8 9 10 11
1:00 14943.50 15020.59 15205.80 15226.47 15332.66 UnitedHealth Group -15.78 33100 Issues Traded 278 278 281 280 276
1:30 14946.29 14973.70 15192.34 15234.63 15335.60 Verizon Communications -2.07 Advances 98 149 161 119 82
2:00 14923.77 14844.70 15116.65 15246.76 15301.01 Declines 173 118 107 146 184
Visa Cl A -3.58 Unchanged 7 11 13 15 10
2:30 14909.83 14911.96 15138.80 15302.87 15328.39 New Highs 12 12 ... ... 3
3:00 14844.50 14962.27 15106.87 15330.59 15292.13 Walgreens Boots Alliance -0.28 New Lows 20 23 6 13 22
Blocks - primary 445 416 253 225 229
3:30 14841.17 14842.74 15161.56 15300.62 15266.06 Walmart -0.75 Total (000) - primary 57,192 65,172 31,129 26,710 28,107
Close 14792.96 14736.60 15142.78 15322.05 15232.97 32400 Total (000) 1,260,022 1,484,685 600,542 493,884 645,720
High (t) 15522.71 15222.20 15373.39 15409.55 15624.46
Low (t) 14730.55 14437.07 14841.35 14859.43 15130.88 Nasdaq
High (a) 15388.80 15130.23 15208.03 15344.55 15523.17
TRANSPORTATION 18500 Daily Mar 7 8 9 10 11
Low (a) 14783.50 14600.71 14860.14 14912.28 15221.49 Alaska Air Group -0.32 Issues Traded 5,014 5,024 4,957 4,878 4,920
Advances 1,215 2,464 3,680 1,688 1,297
Change –599.45 –56.36 +406.18 +179.27 –89.08 American Airlines Group -0.57 Declines 3,512 2,260 1,016 2,899 3,368
Theoretical (t): High 15624.46 Low 14437.07
18000 Unchanged 287 300 261 291 255
Avis Budget Group 33.33
Actual (a): High 15523.17 Low 14600.71 New Highs 75 52 39 26 51
CH Robinson Worldwide -4.24 New Lows 803 792 167 313 444
17500 Blocks - primary 35,030 37,810 29,025 29,311 33,226
Dow Jones 15 Utilities (divisor: 1.27924906167720) CSX -2.74 Total (000) 6,145,918 6,637,202 5,355,814 5,013,615 5,228,365
Open (t) 988.96 997.01 986.58 969.54 982.21 Delta Air -2.45
Open (a) 988.91 996.26 983.12 969.37 982.32 17000 NYSE Arca Composite
Expeditors Intl of Wash 0.04 Daily Mar 7 8 9 10 11
10:00 989.65 986.77 978.68 973.53 988.69

FedEx -1.36 Issues Traded 1,709 1,740 1,719 1,706 1,711
10:30 990.79 987.25 977.81 976.54 984.15 16500 Advances 259 730 1,296 476 229
11:00 994.83 988.63 977.66 975.46 985.16 JB Hunt Transport -5.50 Declines 1,445 1,002 412 1,218 1,470
11:30 992.57 984.67 979.00 972.44 985.57 Unchanged 5 8 11 12 12
JetBlue Airways -0.62 New Highs 123 101 5 9 15
12:00 991.46 983.33 981.32 976.90 978.87 16000 New Lows 505 487 95 207 245
12:30 988.44 989.83 981.63 977.98 978.22 Kirby Corp 2.75 Blocks - primary 2,025 2,341 1,836 1,275 1,240
1:00 990.41 990.19 979.36 977.77 979.18 Landstar System -4.77 Total (000) - primary 517,024 628,943 460,467 375,923 397,175
15500 Total (000) 2,754,871 3,417,709 2,390,888 2,014,062 1,953,727
1:30 995.02 990.25 980.28 977.40 979.04 Matson 1.27
2:00 995.94 985.05 979.96 976.94 978.41
2:30 994.94 987.68 980.87 978.22 981.16
Norfolk Southern -17.23 15000
3:00 996.92 988.90 978.23 979.42 981.03 Old Dominion Freight Line -11.93 OTHER MARKET INDEXES
3:30 993.21 982.47 981.79 979.03 981.30 Ryder System 0.16 14500 Daily 3/07 3/08 3/09 3/10 3/11
Close 996.40 979.67 974.13 981.54 978.68 Southwest Airlines -0.44 NYSE Amer Comp 4085.16 4010.20 4020.63 3991.12 3966.73
High (t) 1002.87 1004.40 989.67 984.12 991.65 AmMajorMkt 2893.01 2890.43 2942.55 2936.95 2919.92
Low (t) 978.43 977.04 970.71 965.26 974.71 Union Pacific -3.11 14000 BNY ADR Idx 143.26 144.04 149.15 146.86 143.65
High (a) 998.23 1002.55 988.19 982.96 990.30 United Airlines -1.84 Europe 130.43 132.16 136.99 135.05 133.04
Low (a) 980.25 979.56 972.89 968.20 976.64 United Parcel Service B -6.49 Latin Am 203.67 204.43 207.67 208.86 205.28
Change +7.93 –16.73 –5.54 +7.41 –2.86 13500 Asia 177.74 176.84 183.66 179.69 173.73
Theoretical (t): High 1004.40 Low 965.26 Emerg M 303.94 304.36 315.50 306.18 296.18
UTILITIES DJ US TSM Float 42463.19 42240.46 43377.36 43188.14 42581.35
Actual (a): High 1002.55 Low 968.20
1025 Nasdaq Cmp 12830.96 12795.55 13255.55 13129.96 12843.81
AES 0.38 100 Index 13319.38 13267.60 13742.20 13591.00 13301.83
Dow Jones 65 Composite (divisor: 0.77130165331605)
American Elec Power -0.79 Indus. 9221.40 9216.94 9467.88 9495.41 9282.29
Open (t) 11476.61 11252.67 11376.78 11241.10 11464.01 Insur. 10521.90 10516.71 10781.61 10729.72 10649.97
Open (a) 11506.73 11260.35 11243.61 11295.39 11430.97 American Water Works -8.96 Banks 4597.76 4626.91 4776.39 4784.26 4785.01
10:00 11417.65 11225.30 11344.73 11348.24 11491.09 Atmos Energy -2.41 990 Computer 9881.46 9858.28 10289.31 10113.41 9868.18
10:30 11407.02 11167.51 11352.40 11340.36 11437.44 Telecom 444.08 438.81 446.99 443.11 441.21
Consolidated Edison -0.54 NYSE Comp.-z 15708.23 15625.93 15977.54 15929.56 15753.70
11:00 11399.12 11205.70 11377.68 11309.73 11470.86
11:30 11389.60 11178.45 11365.35 11287.81 11448.18 Dominion Energy -0.44 Financial-z 9193.03 9192.27 9517.46 9450.53 9383.04
12:00 11323.77 11216.62 11398.08 11314.24 11411.49 Duke Energy 0.88 955 Health Care-z 22647.86 22217.94 22670.25 22681.04 22483.35
Energy-z 11755.62 11917.59 11641.13 11876.04 11735.58
12:30 11296.33 11359.15 11409.30 11347.63 11386.73 Edison Intl -0.80 Russell 1000 2315.76 2301.12 2362.39 2352.03 2319.57
1:00 11296.43 11372.41 11422.49 11319.77 11409.75 2000 1951.33 1963.01 2016.29 2011.67 1979.67
1:30 11313.31 11340.09 11414.39 11330.94 11419.43
Exelon -0.65 3000 2439.18 2425.59 2490.25 2479.65 2445.11
2:00 11303.74 11241.78 11370.93 11346.92 11389.12 FirstEnergy 1.09 920 Value-v 1557.64 1545.43 1571.66 1570.15 1557.40
Growth-v 2512.02 2500.05 2591.26 2571.01 2520.78
2:30 11299.97 11274.97 11385.83 11380.04 11415.14 NextEra Energy -0.91 MidCap 2893.95 2887.85 2963.77 2957.35 2914.53
3:00 11282.68 11305.96 11374.19 11396.93 11384.16
Public Service Enterprise -1.88 S&P 100 Index 1921.92 1908.60 1960.93 1951.52 1925.35
3:30 11271.79 11230.04 11412.38 11383.64 11367.75
Close 11242.94 11166.90 11372.35 11400.56 11331.73 Sempra 2.29 885 500 4201.09 4170.70 4277.88 4259.52 4204.31
Ind. 5836.51 5795.77 5946.68 5918.27 5833.60
High (t) 11598.70 11492.79 11523.34 11478.13 11584.50 Southern 1.11 MidCap 2517.18 2526.22 2597.11 2596.37 2570.76
Low (t) 11158.35 11027.35 11225.17 11171.23 11282.22 SmallCap 1269.49 1274.30 1301.23 1299.60 1284.70
Xcel Energy -0.89 Value Line(A) 8967.79 8997.86 9225.57 9194.18 9059.91
High (a) 11506.73 11425.18 11430.69 11418.83 11518.23
Low (a) 11237.40 11150.48 11243.61 11238.12 11322.77
850 Value Line(G) 598.57 600.29 615.24 612.97 603.84
Sep Oct Nov Dec Jan Feb Mar DJ US Small TSM 13227.67 13314.26 13694.26 13671.10 13471.89
Change –270.73 –76.04 +205.45 +28.21 –68.83
(A)-Arithmetic Index. (G)-Geometric Index.
Theoretical (t): High 11598.70 Low 11027.35 Note: Theoretical highs and lows are shown. (v)-Value 1000 and Growth 1000. (y)-Dec. 31,1965=50. (z)-Dec.
Actual (a): High 11518.23 Low 11150.48 31,2002=5000.
Market Laboratory
INDEXES' P/ES & YIELDS PER SHARE VALUES OF STOCKS IN THE DOW BARRON'S 50-STOCK AVERAGE
JONES AVERAGES
DJ latest 52-week earnings and dividends adjusted by Dow Divisors at Friday's close. S&P Dec. 4-quarter's GAAP earnings as This index is a weighted average of 50 leading issues.
reported and indicated dividends based on Friday close.S&P 500 P/E ratios based on GAAP earnings as reported. For additional This is a list of the Dow Jones trailing 52-week diluted Useful in security valuation. Source: Barron's Stats
earnings series, please refer to www.spglobal.com. DJ latest available book values for FY 2020 and 2019, and S&P latest for 2020 and share earnings, dividends and book values as reported
2019. r-Revised data Mar 10 Mar 3 Mar Yr-to-Yr
by the company. Bolded numbers indicate new values. 2022 2022 2021 % Chg
Last Prev. Year Last Prev. Year
Week Week Ago Week Week Ago Sources Barron's Stats and FactSet.
S&P 500 Index 4259.52 4363.49 3883.20 9.69
DJ Ind Avg 32944.19 33614.80 32778.64 Divs Yield % 2.92 2.88 3.25 Industrial Stocks Barron's 50 Index 11359.03 11464.98 10301.89 10.26
Divs $ 28.54 28.51 27.50 Book Book
P/E Ratio 18.42 18.80 33.21 Earns Divs. Value Earns Divs. Value Projected quarterly earn 139.81 139.81 23.26 501.08
Earns Yield % 5.43 5.32 3.01 Mkt to Book 2.49 2.52 2.26
Earns $ 1788.14 1788.14 987.12 Book Value $ 392.45 392.45 374.40 Am Exp 9.99 1.72 28.55 Johnson&John 7.81 4.24 24.04 Annualized projected earn 559.24 559.24 93.04 501.08
Amgen 10.31 7.22 16.27 JPMorgChase 15.35 3.80 81.75
Divs Yield % 1.96 1.91 1.82 S&P 500 Index 4204.31 4328.87 3943.34 Apple 6.04 0.88 3.85 McDonalds 10.04 5.34 (10.50)
Annualized projected P/E 20.31 20.50 110.8 –81.66
Divs $ 644.39 641.23 595.80 P/E Ratio 23.98 24.69 40.15 Boeing (7.13) Suspended (31.45) Merck Co 5.14 2.64 10.01 Five-year average earn 445.37 445.37 381.00 16.90
Mkt to Book 5.03 5.14 4.90 Earns Yield % 4.17 4.05 2.49 Caterpillar 11.84 4.36 28.11 Microsoft 8.94 2.37 18.88 Five-year average P/E 25.50 25.74 27.0 –5.68
Book Value $ 6543.35 6543.35 6688.86 Earns $ 175.36 175.36 98.22 Chevron Corp 5.93 5.44 68.40 Nike Inc 3.82 1.16 8.09
Cisco Sys 2.80 1.48 8.95 Proc Gam 5.66 3.4792 18.73 Year-end earn 537.38 537.38 314.70 70.76
DJ Trans Avg 15232.97 15392.41 14156.69 Divs Yield % 1.52 1.47 1.48
P/E Ratio 17.74 17.92 0.00 Divs $ 63.91 63.63 58.36
Coca Cola 2.26 1.68 4.49 3M Co 10.12 5.93 22.27 Year-end P/E 21.14 21.34 32.7 –35.43
Disney Walt 1.69 0.00 46.18 Salesforce.com 1.50 0.00 45.15
Earns Yield % 5.64 5.58 0.00 Mkt to Book 4.53 4.67 4.31 Dow 8.38 2.80 16.73 Travelers Cos 14.06 3.52 115.69 Year-end earns yield, % 4.73 4.69 3.1 54.77
Earns $ 858.91 858.91 (248.70) Book Value $ 927.52 927.52 914.49 Goldman Sachs 59.45 7.25 246.24 UnitedHealth Grp 18.08 5.80 69.23 Best grade bond yields, % 2.61 2.52 1.70 53.30
Divs Yield % 1.07 1.06 1.09 Home Depot 15.52 6.85 3.06 Verizon 5.33 2.535 16.39
S&P Ind Index 5833.60 6018.15 5483.10 Honeywell 7.92 3.82 25.19 Visa 6.04 1.39 14.65 Bond yields/stock ylds, % 0.55 0.54 0.56 –1.04
Divs $ 163.60 163.60 154.10 P/E Ratio 28.12 29.00 45.18
Mkt to Book 5.15 5.20 4.18
IBM 6.35 6.56 23.07 Walgreens 7.42 1.90 23.84 Actual year-end divs 226.75 224.88 210.93 7.50
Earns Yield % 3.56 3.45 2.21 Intel 5.15 1.4075 19.95 Wal-mart 4.88 2.20 28.69
Book Value $ 2957.33 2957.33 3389.19 Earns $ 207.49 207.49 121.36
Actual yr-end divs yld, % 2.00 1.96 2.05 –2.56
Transportation Stocks
DJ Utility Avg 978.68 988.47 844.88 Divs Yield % 1.37 1.32 1.34 Alaska Air Group 0.14 Suspended 24.05 Kirby Corp (4.12) Nil 51.37
P/E Ratio 28.08 28.36 22.90 Divs $ 79.92 79.44 73.47 American Airlines (3.13) Suspended (11.05) Landstar Sys 9.98 0.96 18.02
Earns Yield % 3.56 3.53 4.37 Mkt to Book 6.23 6.42 5.81 Avis Budget Grp 2.54 Nil -2.21 Matson Inc 21.47 1.13 22.25 STOCK VOLUME
Earns $ 34.86 34.86 36.89 Book Value $ 936.72 936.72 944.26 C.H. Robinson 6.34 2.12 14.00 Norf Southern 12.12 4.41 58.67
CSX Corp 1.68 0.379 17.18 Old Dominion 8.89 0.90 44.50 Last Prev. Year YOY
Delta Air Lines 0.42 Suspended 2.40 Ryder Sys 9.65 2.30 41.98 Week Week Ago % Chg
144 FILINGS Expeditors Int'l 8.26 1.16 15.71 Southwest Air 1.60 0.00 15.03
FedEx 18.15 3.00 90.40 Un Pacific 9.34 4.50 25.26 NYSE(a) 6,167,252 6,378,490 5,478,741 12.57
Hunt (JB) 7.14 1.30 24.61 United Airlines (6.18) Nil 19.11 30 Dow Inds (b) 2,232,653 2,079,618 2,124,239 5.10
SEC Form 144 must be filed by holders of restricted securities (also called letter stock) who intend to sell shares. Shares Indi- JetBlue Air (0.58) Nil 12.50 UPS 14.69 4.58 0.76
20 Dow Trans (b) 1,001,432 779,214 565,544 77.07
cated: the number to be sold. Sales Date: the approximate date of the sale. (Sometimes shares aren't sold, even though their owner Utility Stocks 15 Dow Utils (b) 311,914 336,423 297,895 4.71
has filed a Form144.) Source: Thomson Reuters AES Corp. (0.65) 0.6095 3.96 Exelon 0.99 1.485 33.39 65 Dow Stks (b) 3,545,999 3,195,255 2,987,678 18.69
Am Elec 4.98 3.04 41.38 FirstEnergy 2.35 1.56 13.32
Shares Sale American Water Works 6.95 2.41 35.60 NextEra Energy 1.81 1.58 18.63 NYSE American (a) 208,310 111,202 144,805 43.86
Company Sym Indicated $ Value Date Seller Title Atmos Energy 5.31 2.61 53.95 Xcel Energy 2.96 1.82 27.12 Nasdaq(d) 28,380,914 27,514,533 29,596,962 -4.11
Kraft Heinz KHC 570,255 21,985,998 3/2/22 Basilio, Paulo EVP Con Ed 3.86 3.115 55.11 Pub Sv Ent (1.29) 2.07 31.71 NYSE 15 Most Active
Dominion Energy 3.98 2.5575 29.44 Sempra Energy 4.11 4.40 70.11
Draftkings DKNG 290,394 6,628,098 3/3/22 Liberman, Paul AF Duke Energy 4.93 3.92 59.82 Southn Co. 2.26 2.64 25.45 Average Price 23.18 28.21 34.41 -32.64
Paylocity PCTY 225,000 46,687,500 2/25/22 Sarowitz, Steven UT Edison Int'l 1.32 2.688 37.08 % Tot Vol 15.04 13.66 21.26 -29.26
Workday WDAY 204,376 49,117,684 3/2/22 Duffield, David AF Stock Offerings $(z,v) 854,100 r2,005,500 14,705,300 -94.19
Draftkings DKNG 199,081 4,033,879 2/23/22 Park, Jason AF
Draftkings DKNG 191,501 3,785,305 2/24/22 Dodge, Robert AF DISTRIBUTIONS & OFFERINGS Daily Stock Volume
Flywire FLYW 182,502 4,792,503 3/2/22 Massaro, Michael CEO Daily 3/7 3/8 3/9 3/10 3/11
Woodward WWD 180,800 22,057,600 3/3/22 Gendron, Thomas UT Secondary Distributions of common stocks
Inari Medical NARI 180,000 17,649,000 3/7/22 Hoffman, William AF NYSE(a) 1,394,624 1,523,557 1,194,626 1,025,266 1,029,180
Upstart UPST 120,540 19,066,259 3/1/22 Girouard, David O Horizon Technology Finance 2,500,000 $14.35 $35,875,000 30 Inds (b) 488,398.4 553,748.2 421,550.9 399,476.7 369,479
Inari Medical 2,000,000 $81.00 $162,000,000 20 Trans (b) 253,630.0 236,177.5 222,405.6 152,949.5 136,270
THE WEEK IN STOCKS FOR THE MAJOR INDEXES 15 Utils (b) 82,873.9 70,291.1 61,501.8 52,845.7 44,402
Kinetik Holdings LP 4,000,000 $58.00 $232,000,000 65 Stks (b) 824,902.2 860,216.8 705,458.2 605,271.9 550,150
12-Month Weekly Friday Weekly 12-Month Change From Magnolia Oil & Gas 7,500,000 $21.90 $164,250,000 NYSE Amer(a) 57,192 65,172 31,129 26,710 28,107
High Low High Low Close Chg. % Chg. Chg. % Chg. 12/31 % Chg. Nasd(d) 6,145,918 6,637,202 5,355,814 5,013,615 5,228,365
Dow Jones Indexes Marygold Companies 1,650,000 $2.00 $3,300,000
NYSE 15 Most Active

36799.65 32420.06 30 Indus 33286.25 32632.64 32944.19 –670.61 –1.99 165.55 0.51 –3394.11 –9.34 Source: Dealogic LLC, New York City; (212) 577-4400.
17039.38 13906.55 20 Transp 15322.05 14736.60 15232.97 –159.44 –1.04 1076.28 7.60 –1245.29 –7.56 Avg. Price 24.29 36.32 34.55 28.27 27.55
996.40 844.88 15 Utilities 996.40 974.13 978.68 –9.79 –0.99 133.80 15.84 –2.10 –0.21 % Tot Vol 15.14 14.94 16.03 15.73 19.13
12360.33 10752.54 65 Comp 11400.56 11166.90 11331.73 –181.94 –1.58 480.30 4.43 –935.12 –7.62 Numbers in thousands save price and percentages. (a) Primary
Dow Jones Indexes volume. (b) Composite volume. (d) as of 4:10 pm. (r) Revised. (v)
48918.18 40657.23 US TSM Float 43377.36 42240.46 42581.35 –1222.05 –2.79 915.62 2.20 –6052.96 –12.45 DELTA MARKET SENTIMENT INDICATOR W/E Thursday. (z) Source: Refinitiv.
1188.95 979.55 US Market 1053.96 1026.37 1034.57 –31.02 –2.91 36.80 3.69 –147.74 –12.50 The Delta MSI measures the position of a representative set of stocks
1144.05 757.80 Internet 794.34 757.80 757.80 –41.66 –5.21 –239.87 –24.04 –268.68 –26.17 relative to an intermediate-term moving average crossover (MAC)
New York Stock Exchange point. When greater than 50% of the stocks followed are above this Coming U.S. Auctions
17353.76 15276.56 Comp-z 15977.54 15625.93 15753.70 –375.96 –2.33 38.50 0.24 –1410.43 –8.22 MAC point, the market is bullish. When the indicator is below 50%,
risk is elevated and stock exposures should be reduced. Manger uses Yields (%)
10670.71 9100.81 Financial-z 9517.46 9192.27 9383.04 –153.59 –1.61 –42.86 –0.45 –792.32 –7.79
24422.74 20091.93 Health Care-z 22681.04 22217.94 22483.35 –570.12 –2.47 2359.10 11.72 –1862.29 –7.65 discretion on asset allocation when MSI is at 50% +/- 3%. Day When Last
Issued* Auction
11917.59 7600.86 Energy-z 11917.59 11641.13 11735.58 131.98 1.14 3127.07 36.33 2589.40 28.31 Last 2 Weeks 3 Weeks
NYSE American Stock Exchange Current Sentiment Week Ago Ago M
4093.27 2670.04 NYSE Amer Comp 4085.16 3966.73 3966.73 –126.54 –3.09 1118.56 39.27 539.50 15.74 $60.0 bil 3-month 0.388 0.386
3198.39 2890.43 Major Mkt 2942.55 2890.43 2919.92 -63.40 –2.13 –48.93 –1.65 –214.02 –6.83 BEARISH 30.7% 34.3% 36.7% $51.0 bil
Current Market Exposure: 0% Equities, 0% Bonds, 100% Cash 6-month 0.743 0.722
Standard & Poor's Indexes
2219.44 1765.97 100 Index 1960.93 1908.60 1925.35 –53.71 –2.71 138.52 7.75 –269.23 –12.27 Source: Delta Investment Management * As of Friday afternoon.
4796.56 3889.14 500 Index 4277.88 4170.70 4204.31 –124.56 –2.88 260.97 6.62 –561.87 –11.79 www.deltaim.com, (415) 249-6337
6735.36 5421.30 Indus 5946.68 5795.77 5833.60 –184.55 –3.07 350.50 6.39 –807.52 –12.16
2910.70 2515.47 MidCap 2597.11 2517.18 2570.76 –44.71 –1.71 –75.58 –2.86 –271.24 –9.54
1466.02 1252.49 SmallCap 1301.23 1269.49 1284.70 –14.37 –1.11 –112.96 –8.08 –117.01 –8.35
Nasdaq Stock Market
U.S. DOLLAR INDEX vs EURO and YEN
16057.44 12795.55 Comp 13255.55 12795.55 12843.81 –469.63 –3.53 –476.06 –3.57 –2801.16 –17.90
16573.34 12780.51 100 Index 13742.20 13267.60 13301.83 –536.00 –3.87 364.54 2.82 –3018.25 –18.49 Fire Sales: Despite oil-fired inflation, the dollar fared better than the euro or pound
12147.21 9216.94 Indus 9495.41 9216.94 9282.29 –303.65 –3.17 –1380.28 –12.95 –2030.59 –17.95
11694.54 10488.83 Insur 10781.61 10516.71 10649.97 –143.87 –1.33 –207.55 –1.91 –766.42 –6.71 sterling—lifting the U.S. Dollar Index 0.5% for the week.
5408.36 4194.66 Banks 4785.01 4597.76 4785.01 –4.70 –0.10 –58.91 –1.22 –169.65 –3.42 10
12408.55 8877.52 Computer 10289.31 9858.28 9868.18 –427.30 –4.15 870.76 9.68 –2287.35 –18.82
560.68 438.81 Telecom 446.99 438.81 441.21 –8.80 –1.96 –51.85 –10.52 –55.58 –11.19
Russell Indexes 5
2660.78 2190.38 1000 2362.39 2301.12 2319.57 –70.11 –2.93 90.03 4.04 –326.34 –12.33
2442.74 1931.29 2000 2016.29 1951.33 1979.67 –21.23 –1.06 –373.12 –15.86 –265.64 –11.83 s
2804.93 2328.96 3000 2490.25 2425.59 2445.11 –70.96 –2.82 61.09 2.56 –343.03 –12.30 DXY (99.13)
1680.11 1462.28 Value-v 1571.66 1545.43 1557.40 –36.16 –2.27 60.86 4.07 –98.33 –5.94 0
3114.73 2390.32 Growth-v 2591.26 2500.05 2520.78 –94.22 –3.60 99.03 4.09 –554.21 –18.02 YEN in $
s
3406.42 2885.40 MidCap 2963.77 2887.85 2914.53 –83.20 –2.78 –70.25 –2.35 –405.51 –12.21
Others
10202.83 8803.28 Value Line-a 9225.57 8967.79 9059.91 –188.36 –2.04 –234.87 –2.53 –861.02 –8.68 -5
696.40 598.57 Value Line-g 615.24 598.57 603.84 –13.98 –2.26 –53.00 –8.07 –68.10 –10.13 s
16368.58 13227.67 DJ US Small TSM13694.26 13227.67 13471.89 –164.65 –1.21 –2063.69 –13.28 –1782.16 –11.68 EURO in $
1096.30 891.68 Barron's Future Focus 916.19 891.68 894.71 –33.40 –3.60 –88.70 –9.02 –166.16 –15.66
1127.20 931.12 Barron's 400 988.83 962.48 974.89 –23.80 –2.38 3.44 0.35 –131.38 –11.88 -10
A M J J A S O N D J F M
High/Low's are based upon the daily closing index. a-Arithmetic Index. G-Geometric Index. V-Value 1000 and Growth 1000 y-Dec.
31,1965=50 z-Dec. 31,2002=5000 Source: Tullett Prebon
Market Laboratory
DOW JONES U.S. TOTAL MARKET INDUSTRY GROUPS US TREASURY BILLS
Net Change % Change and Ranking 52 Week Wkly Ask
Coming Earnings
Top 20 Weekly Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low Maturity Bid Asked Chg. Yld. Day Consensus Year
Oil Equipment & Svcs DJUSOI 275.24 + 26.86 93.10 +10.82 [1] +46.50 [7] +51.12 [1] –.22 276.90 155.99 Mar 15 '22 0.02 0.01 -0.02 0.01 Estimate Ago
Heavy Construction DJUSHV 792.68 + 48.41 –30.54 +6.50 [2] +17.57 [31] –3.71 [39] +24.94 839.67 638.56 Mar 17 '22 0.05 0.04 0.01 0.04 Continued from page 13
Real Estate Holding & Dev DJUSEH 75.61 + 3.29 –5.04 +4.55 [3] –2.01 [89] –6.25 [46] –3.58 87.75 64.97 Mar 22 '22 0.05 0.04 -0.04 0.04
Hotel & Lodging REITs DJUSHL 93.50 + 3.94 3.27 +4.40 [4] +6.44 [59] +3.62 [18] –8.14 100.19 77.10
Mar 24 '22 0.07 0.06 -0.06 0.06 TH
Mar 29 '22 0.10 0.09 -0.05 0.09
Mining DJUSMG 157.58 + 6.43 29.62 +4.26 [5] +30.32 [14] +23.15 [8] +27.19 158.42 109.92 Mar 31 '22 0.13 0.12 -0.01 0.12
Dollar General (Q4) 2.56 2.62
Integrated Oil & Gas DJUSOL 672.46 + 26.09 208.34 +4.04 [6] +47.68 [4] +44.89 [2] +5.36 680.11 385.74 Apr 05 '22 0.14 0.13 -0.01 0.13 FedEx (Q3) 4.68 3.47
Marine Transportation DJUSMT 238.28 + 9.03 43.23 +3.94 [7] +7.22 [56] +22.16 [9] –.05 240.51 157.43 Apr 07 '22 0.16 0.15 0.02 0.15 (Earnings are diluted and report dates are tentative. All fore-
Gold Mining DJUSPM 170.41 + 6.42 33.82 +3.91 [8] +30.77 [12] +24.76 [7] +30.10 171.04 118.62 Apr 12 '22 0.17 0.16 0.02 0.16 casts and historical numbers exclude extraordinary items by
Oil Equip, Svcs & Distri DJUSOQ 365.79 + 12.57 86.71 +3.56 [9] +35.43 [10] +31.07 [5] –.50 370.26 247.48 Apr 14 '22 0.17 0.16 0.02 0.16 accounting definitions.)
Travel & Tourism DJUSTT 683.45 + 14.93 –134.81 +2.23 [10] –26.90 [131] –16.48 [103] +2.11 966.89 620.40 Apr 19 '22 0.20 0.19 0.01 0.19 Source: FactSet
Apr 21 '22 0.20 0.19 .... 0.20
Commercial Vehicles DJUSHR 3252.64 + 69.15 95.41 +2.17 [11] –3.24 [96] +3.02 [22] +18.81 3,604.32 3,000.03
Apr 26 '22 0.22 0.21 0.02 0.21
Hotels DJUSLG 2652.55 + 34.75 –245.11 +1.33 [12] +6.11 [61] –8.46 [57] +12.41 2,975.14 2,271.73 Apr 28 '22 0.23 0.22 0.03 0.22
Oil & Gas Producers DJUSOG 734.58 + 9.41 199.05 +1.30 [13] +47.18 [5] +37.17 [3] +7.92 742.03 426.69 May 03 '22 0.23 0.22 0.02 0.22
Pharmaceuticals DJUSPR 758.05 + 1.90 –41.23 +.25 [14] +16.28 [33] –5.16 [43] +9.65 804.53 650.19 May 05 '22 0.23 0.22 0.02 0.22
Reinsurance DJUSIU 405.86 + .98 31.68 +.24 [15] +23.33 [20] +8.47 [16] +16.34 408.23 313.43 May 10 '22 0.28 0.27 .... 0.27 YEARLY HIGH/LOWS S&P 500 INDEX
Commodity Chemicals DJUSCC 604.57 + .80 –104.23 +.13 [16] –3.13 [95] –14.71 [89] +10.26 713.20 583.04 May 12 '22 0.26 0.25 0.01 0.26
May 19 '22 0.30 0.29 0.02 0.30 The yearly S&P 500 Index; with a high/low range based
Multiutilities DJUSMU 247.15 + .29 7.71 +.12 [17] +16.52 [32] +3.22 [21] +5.57 248.69 215.20
Mortgage REITs DJUSMR 38.31 – .15 –2.92 –.40 [18] –11.72 [113] –7.08 [50] –12.18 47.78 37.52 May 26 '22 0.32 0.31 0.03 0.32 on the daily close.
Jun 02 '22 0.35 0.34 0.03 0.35
Industrial Suppliers DJUSDS 504.65 – 2.09 –78.37 –.41 [19] +14.55 [39] –13.44 [85] +18.19 587.00 441.05 Year High Date Low Date
Jun 09 '22 0.38 0.37 0.02 0.38
Life Insurance DJUSIL 951.01 – 4.59 –8.64 –.48 [20] +10.84 [49] –.90 [28] +7.87 1,069.39 830.19 Jun 16 '22 0.43 0.42 0.02 0.42 2022 4796.56 Jan. 04 4170.70 Mar. 08
Net Change % Change and Ranking 52 Week Jun 23 '22 0.46 0.45 0.07 0.46
Top 20 Yr Ago Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low
2021 4808.93 Dec. 30 3700.65 Jan. 04
Jun 30 '22 0.47 0.46 0.05 0.47
Aluminum DJUSAL 270.01 – 39.70 66.48 –12.82 [138] +145.77 [1] +32.66 [4] +45.36 309.71 93.67 Jul 07 '22 0.52 0.51 0.02 0.52 2020 3756.07 Dec. 31 2237.40 Mar. 23
Steel DJUSST 480.63 – 7.83 77.64 –1.60 [41] +66.47 [2] +19.27 [10] +25.63 488.46 276.89 Jul 14 '22 0.56 0.55 0.03 0.56 2019 3240.02 Dec. 27 2447.89 Jan. 03
Industrial Metals & Mining DJUSIM 494.23 – 23.67 73.44 –4.57 [106] +48.24 [3] +17.45 [12] +37.09 517.90 300.24 Jul 21 '22 0.59 0.58 0.06 0.59 2018 2930.75 Sept. 20 2351.10 Dec. 24
Jul 28 '22 0.61 0.60 0.06 0.60 2017 2690.16 Dec. 18 2257.83 Jan. 03
Integrated Oil & Gas DJUSOL 672.46 + 26.09 208.34 +4.04 [6] +47.68 [4] +44.89 [2] +5.36 680.11 385.74 Aug 04 '22 0.66 0.65 0.08 0.66
Oil & Gas Producers DJUSOG 734.58 + 9.41 199.05 +1.30 [13] +47.18 [5] +37.17 [3] +7.92 742.03 426.69 Aug 11 '22 0.68 0.67 0.07 0.68 2016 2271.72 Dec. 13 1829.08 Feb. 11
Exploration & Production DJUSOS 860.76 – 16.90 191.52 –1.93 [53] +46.55 [6] +28.62 [6] +11.54 877.66 508.00 Aug 18 '22 0.69 0.68 0.07 0.69 2015 2130.82 May 21 1867.61 Aug. 25
Oil Equipment & Svcs DJUSOI 275.24 + 26.86 93.10 +10.82 [1] +46.50 [7] +51.12 [1] –.22 276.90 155.99 Aug 25 '22 0.70 0.69 0.06 0.70 2014 2090.57 Dec. 29 1741.89 Feb. 03
Food Retailers & Whlslrs DJUSFD 850.10 – 15.58 –29.57 –1.80 [48] +45.40 [8] –3.36 [38] +27.03 880.10 574.82 Sep 01 '22 0.72 0.71 0.08 0.72 2013 1848.36 Dec. 31 1457.15 Jan. 08
Basic Resources DJUSBS 375.77 – 7.85 60.28 –2.05 [58] +41.85 [9] +19.11 [11] +32.52 383.62 249.35 Sep 08 '22 0.74 0.73 0.09 0.75
Oct 06 '22 0.76 0.75 0.08 0.76
2012 1465.77 Sept. 14 1277.06 Jan. 03
Oil Equip, Svcs & Distri DJUSOQ 365.79 + 12.57 86.71 +3.56 [9] +35.43 [10] +31.07 [5] –.50 370.26 247.48 2011 1363.61 Apr. 29 1099.23 Oct. 03
Nov 03 '22 0.88 0.87 0.17 0.88
Food & Drug Retailers DJUSDR 1065.73 – 18.78 –34.06 –1.73 [44] +35.09 [11] –3.10 [35] +19.96 1,103.03 785.29
Dec 01 '22 0.89 0.88 0.20 0.90 2010 1259.78 Dec. 29 1022.58 July 02
Gold Mining DJUSPM 170.41 + 6.42 33.82 +3.91 [8] +30.77 [12] +24.76 [7] +30.10 171.04 118.62
Defense DJUSDN 559.83 – 32.99 74.58 –5.56 [117] +30.69 [13] +15.37 [13] +10.44 599.78 432.88
Dec 29 '22 1.04 1.03 0.18 1.05 2009 1127.78 Dec. 28 676.53 Mar. 09
Jan 26 '23 1.06 1.05 0.17 1.08
Mining DJUSMG 157.58 + 6.43 29.62 +4.26 [5] +30.32 [14] +23.15 [8] +27.19 158.42 109.92 Feb 23 '23 1.14 1.13 0.14 1.15
2008 1447.16 Jan. 02 752.44 Nov. 20
Residential REITs DJUSRN 298.36 – 5.95 –26.47 –1.95 [55] +30.08 [15] –8.15 [53] +10.85 324.95 231.79 2007 1565.15 Oct. 09 1374.12 Mar. 05
2006 1427.09 Dec. 15 1223.69 June 13
Computer Hardware DJUSCR 7764.87– 405.54 –1,133.80 –4.96 [113] +25.48 [16] –12.74 [77] +46.93 9,111.11 6,081.94
Nonferrous Metals DJUSNF 627.78 – 42.54 69.56 –6.35 [124] +25.25 [17] +12.46 [15] +56.01 670.31 407.73 2005 1272.74 Dec. 14 1137.50 Apr. 20
Industrial & Office REITs DJUSIO 141.13 – 2.12 –15.49 –1.48 [37] +25.09 [18] –9.89 [63] +9.82 156.62 113.62 NYSE HALF-HOURLY VOLUME 2004 1213.55 Dec. 30 1063.23 Aug. 12
Pipelines DJUSPL 680.15 – 25.66 82.75 –3.64 [94] +24.53 [19] +13.85 [14] –.16 705.82 526.20 2003 1111.92 Dec. 31 800.73 Mar. 11
Reinsurance DJUSIU 405.86 + .98 31.68 +.24 [15] +23.33 [20] +8.47 [16] +16.34 408.23 313.43 Daily 3/07 3/08 3/09 3/10 3/11 2002 1172.51 Jan. 04 776.76 Oct. 09
Groups are weighted by capitalization. 52-week highs and lows are based on daily closes. Dec. 31, 1991=100. In the U.S. listings, % vol chg 2001 1373.73 Jan. 30 965.80 Sept. 21
column shows the change from previous 65-day moving average. Volume figures do not reflect extended trading hours. 9:30-10:00 209,525 202,838 177,169 147,700 137,284
2000 1527.46 Mar. 24 1264.74 Dec. 20
10:00-10:30 86,723 93,534 67,451 61,743 61,927
1999 1469.25 Dec. 31 1212.19 Jan. 14
10:30-11:00 73,943 81,980 57,912 52,630 52,833
AMERICAN DEBT AND DEFICITS 1998 1241.81 Dec. 29 927.69 Jan. 09
11:00-11:30 65,724 66,283 52,033 46,687 45,239 1997 983.79 Dec. 05 737.01 Jan. 02
Latest Preceding Year AgoYear over Year 11:30-12:00 53,376 57,273 46,921 38,266 41,523
Report Report Report % Chg 1996 757.03 Nov. 25 598.48 Jan. 10
12:00-12:30 64,404 78,962 38,125 32,746 35,073
Federal Budget Deficit (bil. $)-a ......................................... 1,359FY'24 1,372FY'23 1,837FY'22 …. 12:30-1:00 53,378 76,205 44,380 32,057 31,221
Budget Surplus/Deficit (bil. $)-b, February...................... –216.59 +118.70 –310.92 -30.34 1:00-1:30 50,685 57,704 41,786 34,909 31,651
Trade Deficit (bil. $, sa)-c, January..................................... –89.69 r-81.96 –65.12 37.73 SELECTED INITIAL PUBLIC OFFERINGS
1:30-2:00 48,815 59,122 40,265 32,277 35,117
Treasury Gross Public Debt. (bil. $)-d ............................... 30,239.0 30,251.6 27,926.6 8.28 Initial Most
2:00-2:30 47,313 62,831 41,626 40,255 36,833
Treasury Statutory Debt Limit (bil. $)-d............................. 31,381.5 31,381.5 …. …. Ticker Offer IPO Recent %
2:30-3:00 49,342 52,817 39,952 36,372 37,748
Consumer Installment Debt (bil. $)-e, January ............... 4,441.2 r4,434.4 4,178.2 6.29 Code Price Date Price Chg
3:00-3:30 65,019 61,166 50,501 45,412 45,150
Sources: a-Office of Management and Budget, b-Monthly Treasury Statement, c-Monthly Commerce Dept. Report, d-Daily Treasury
Statement, e-Monthly Federal Reserve Release. 3:30-4:00 526,376 572,843 496,506 424,213 437,582 None
PULSE OF THE ECONOMY

Only includes new reports. Latest Latest Preceding Year YroYr Latest Latest Preceding Year YroYr
Economic Growth and Investment Date Data Period Ago % Chg Date Data Period Ago % Chg
No Activity for this Week Trade

Production Merchandise trade balance (bil $) .................................................. Jan –108.86 r–101.75 –85.96 26.64
Electric power, (mil. kw hrs) (EEI) .................................................. Mar 5 74,439 79,110 73,193 1.70 Inflation
Petroleum, related capacity, % ...................................................... Mar 4 89.3 87.7 69.0 29.42
JOC–ECRI Industrial Price Index f .................................................. Mar 11 167.36 167.44 132.61 26.20
Rotary rigs running, U.S. & Can., (Hughes) .................................... Mar 11 869 867 518 67.76 Consumer price index b (unadjusted) ............................................ Feb 283.7 281.1 263.0 7.87
Steel, (thous. tons) ........................................................................ Mar 5 1,762 1,755 1,755 0.40 Rate of inflation, % (annual, unadjusted)........................................ Feb 7.9 7.5 1.7 364.71
Steel, rated capacity, % (AISI)........................................................ Mar 5 80.0 79.7 77.4 3.36
Employment
Consumption and Distribution
Initial jobless claims (thous.) ........................................................ Mar 5 227 r216 734 –69.07
Instinet Research Redbook Avg. (monthly %) ................................ Mar 5 13.17 –8.34 –13.50 …. Continuing claims (mil.) ................................................................ Feb 26 1.494 r1.469 4.157 –64.06
Baltic Dry Index ............................................................................. Mar 11 2,718 2,148 1,960 38.67 Job openings, (thous.) .................................................................. Jan 11,263 r11,448 7,232 55.74
Wholesale sales, (mil. $) ............................................................... Jan 663,859 r638,510 542,508 22.37 Hires, (thous.) ............................................................................... Jan 6,457 r6,450 5,719 12.90
Total separations, (thous.)............................................................. Jan 6,058 r6,042 5,172 17.13
Inventories Small Business Optimism Index .................................................... Feb 95.7 97.1 95.8 –0.10
Domestic crude oil, (thous. bbls) Comm. (Excl. Lease Stck) ........... Mar 4 411,562 413,425 498,403 –17.42 Construction
Gasoline, (thous. bbls) .................................................................. Mar 4 244,606 246,011 231,603 5.61
No Activity for this Week
Wholesale inventories, (mil. $) ...................................................... Jan 799,893 r793,400 677,478 18.07
Other Indicators
Orders
Citi Research Panic–Euphoria Reading .......................................... Mar 11 0.13 r0.12 0.78
No Activity for this Week a-1997 equals 100. b-1982-84 equals 100. c-1982 equals 100. f-1996 equals 100. h-benchmark revision, 2016 equals 100. r-Revised.
Market Laboratory
WEEK’S NEW HIGHS AND LOWS WEEK’S NEW HIGHS AND LOWS WEEK’S NEW HIGHS AND LOWS WEEK’S NEW HIGHS AND LOWS
Weekly Comp. NYSE NYSE MKT Nasdaq AdaptimmuneTher Ent4.0TechAcqnWt iShMSCI EAFE SC QurateRetailB B.RileyNts2028 FutureFinTech LiliumWt StitchFix CleverLeaves iBETSportsBetting Novavax VersusSystems
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Market Laboratory
MONEY RATES CBOE PUT/CALL RATIO vs S&P 100 FOREIGN EXCHANGE
Latest Prev. Yr Ago Readings in the CBOE equity put-call ratio of 60:100 Friday, March 11, 2022 Foreign Foreign U.S. $ in U.S. $ in
Week Week and in the S&P 100 of 125:100 are considered bullish, The New York foreign exchange mid-range rates are quoted at 5 Currency Currency Foreign Foreign
p.m. Eastern time by Tullett Prebon. Retail transactions pro- in U.S.$ in U.S.$ Currency Currency
Discount Rate (NY) 0.25 0.25 0.25 for instance. Bearish signals flash when the equity Country Fri. Last Fri. Fri. Last Fri.
put-call level reaches the vicinity of 30:100 and the vide fewer units of foreign currency per dollar.
Prime Rate (base) 3.25 3.25 3.25 index ratio hits 75:100. Foreign Foreign U.S. $ in U.S. $ in South Korea (Won) .0008083 .0008213 1237.13 1217.52
Currency Currency Foreign Foreign
Fed Funds Rate in U.S.$ in U.S.$ Currency Currency Sri Lanka (Rupee) .0039 .0049 254.5400 202.4600
Avg effective offer 0.09 0.09 0.07 S&P 100 CBOE Country Fri. Last Fri. Fri. Last Fri. Sweden (Krona) .1026 .1016 9.7456 9.8459
Avg weekly auction-c 0.08 0.08 0.07 Switzerland (Franc) 1.0709 1.0908 .9338 .9168
8.00 0.70 Argentina (Peso)-y .0092 .0093 108.8300 108.0702 Taiwan (Dollar) .03520 .03554 28.413 28.138
T-Bills Rate S&P 100 Australia (Dollar) .7292 .7374 1.3714 1.3561
s
CBOE Thailand (Baht) .03000 .03062 33.330 32.660
13 weeks, Coupon Yield 0.386 0.365 0.046 s Bahrain (Dinar) 2.6529 2.6529 .3769 .3769 Turkey (New Lira)-d .0677 .0704 14.7645 14.2016
13 weeks, Auction Rate 0.380 0.360 0.045 6.50 0.63 Brazil (Real) .1970 .1975 5.0749 5.0621 .0340 .0332 29.4500 30.1500
Ukraine (Hryvnia)
26 weeks, Coupon Yield 0.722 0.682 0.061 Bulgaria (Lev) .5594 .5587 1.7877 1.7899 U.K. (Pound) 1.3038 1.3235 .7670 .7556
26 weeks, Auction Rate 0.710 0.670 0.060 Canada (Dollar) .7847 .7861 1.2744 1.2722 Uruguay (Peso) …… .. …… .. …… .. …… ..
Avg weekly auction-c 0.34 0.35 0.04 Chile (Peso) .001241 .001239 805.96 807.16 Financial .02346 .02329 42.620 42.939
5.00 0.56 .1577 .1583 6.3398 6.3177 ----
Broker Call Rate China (Renminbi)
2.00 2.00 2.00 Euro 1.0914 1.0934 .9162 .9145
Colombia (Peso) .0002618 .0002623 3819.34 3812.46
Bankers Acceptances Croatia (Kuna) .1441566 .1445609 6.94 6.92 Special Drawing Rights (SDR) are based on exchange rates for the U.S.,
1 month 0.23 0.23 0.12 3.50 0.49 Czech. Rep. (Koruna) …… .. …… .. …… .. …… .. British, and Japanese currencies. Source: International Monetary Fund.
a-Russian Central Bank rate. b-government rate. d-rebased as of Jan. 1,
2 months 0.33 0.33 0.13 Commercial rate .04347 .04255 23.006 23.500 2005. y-floating rate.
3 months 0.58 0.58 0.15 Denmark (Krone) .1467 .1469 6.8177 6.8051
6 months 1.00 1.00 0.20 2.00 0.42 EcuadorUS Dollar 1.0000 1.0000 1.0000 1.0000
Egypt (Pound)-y .0637 .0638 15.6932 15.6855
Euro Libor Rate Hong Kong (Dollar) .1277 .1280 7.8293 7.8140
1 month DiscontinuedDiscontinued -0.578 Hungary (Forint) .002854 .002821 350.34 354.43
3 months at at -0.549
0.50 0.35
M A M J J A S O N D J F M Iceland (Krona) .007530 .007592 132.80 131.72 ARMS INDEX
6 months year year -0.523 India (Rupee) .01303 .01309 76.759 76.422
12 months end end -0.489 Source: CBOE
Indonesia (Rupiah) .0000699 .0000695 14303 14388
The Arms index, also known as the short term trading index, is a number
Israel (Shekel) .3074 .3054 3.2532 3.2748
Libor Interbank Rate derived by dividing one quotient into another quotient. The numerator in
Japan (Yen) .008523 .008708 117.33 114.83
1 month 0.40 0.31 0.11 the index is the number of advancing stocks divided by the number of
3 months 0.83 0.61 0.19 INVESTOR SENTIMENT READINGS Kazakhstan (Tenge) .001908 .001950 524.21 512.77
declining stocks. As of 3/14/11, the denominator in the index is now the
Kuwait (Dinar) 3.2925 3.2955 .3037 .3034
6 months 1.13 0.94 0.19 High bullish readings in the Consensus stock index or in the .1242 .1239 8.0515 8.0699 compositevolumeofadvancingstocksdividedbythecompositevolumeof
Macau (Pataca)
12 months 1.60 1.35 0.28 Market Vane stock index usually are signs of Market tops; low Malaysia (Ringgit)-b .2384 .2393 4.1945 4.1780 declining stocks.
Foreign Prime Rates ones, market bottoms. Mexico (Peso) …… .. …… .. …… .. …… .. Daily 3/7 3/8 3/9 3/10 3/11
Last 2 Weeks 3 Weeks
Canada 2.45 2.45 2.45 Floating rate .0478 .0477 20.9222 20.9532
Week Ago Ago
Germany 0.00 0.00 0.00 New Zealand (Dollar) .6806 .6861 1.4693 1.4575 NYSE .69 .60 1.00 .78 1.79
Japan 1.475 1.475 1.475 Consensus Index Norway (Krone) .1110 .1118 9.0061 8.9476 NYSE American .05 1.92 2.39 .21 .43
Switzerland 0.00 0.00 0.00 Consensus Bullish Sentiment 50% 51% 56% Oman (Rial) 2.5972 2.5971 .3850 .3850 Nasdaq .67 .73 .89 1.08 .90
Britain 0.50 0.50 0.10 Pakistan (Rupee) .00558 .00561 179.175 178.125
Source: Consensus Inc., P.O. Box 520526,Independence, Mo.
Historical data available at (816) 373-3700. [email protected] Philippines (Peso) .01910 .01921 52.361 52.049
Other Money Rates Poland (Zloty) .2279 .2234 4.3882 4.4755
Fannie Mae Home Loan: AAII Index Qatar (Rial) .2737 .2731 3.6534 3.6618 BARRON'S GOLD MINING INDEX
30-Year Fixed Conv 3.59 3.33 2.46 Bullish 24.0% 30.4% 23.4% Russia (Ruble)-a .00746 .00939 134.000 106.500
Bearish 45.8 41.4 53.7 12-Month Year Week %
Bank money market-z 0.07 0.07 0.08 Saudi Arabia (Riyal) .2666 .2665 3.7515 3.7518
Interest Checking-z 0.03 0.03 0.04 Neutral 30.2 28.2 22.9 High Low 3/10 3/3 Ago Chg.
Singapore (Dollar) .7339 .7354 1.3625 1.3598
6-Month Certif-z 0.12 0.12 0.14 Source: American Association of Individual Investors, South Africa (Rand) .0665 .0652 15.0361 15.3322 1194.39 883.49 Gold mining 1194.39 1187.10 968.17 +0.61
12-Month Certif-z 0.19 0.19 0.19 625 N. Michigan Ave., Chicago, Ill. 60611 (312) 280-0170.
30 Month Accounts-z 0.25 0.25 0.19 Market Vane
5-Year Certificates-z 0.36 0.36 0.33 Bullish Consensus 54% 58% 58%
U.S. Savings EE Bonds: FEDERAL RESERVE DATA BANK GOLD & SILVER PRICES
Source: Market Vane, P.O. Box 90490,
Long-Term (5yrs+) 0.10 0.10 0.10 Pasadena, CA 91109 (626) 395-7436. Year
Prev. Year
c-Annualized yields, adjusted for constant maturity, reported by TIM Group Market Sentiment Handy & Harman 3/11 3/4 Ago
Member Bank Latest Week Ago
the Federal Reserve on a weekly average basis. Indicator 46.7% 44.7% 44.4% Gold, troy ounce 1978.70 1945.30 1704.80
Reserve Chgs. (Mil. $) Week Change Change
Sources: Tullett Prebon information, Ltd. Source: TIM Group, 3 Columbus Circle, Suite 1592 Silver, troy ounce 26.00 25.57 25.76
Factset. z-Bankrate.com. One week ended Mar 9:

New York, NY 10019 (844) 207-1445. [email protected] Base for pricing gold and silver contents of shipments and for
making refining settlement.
U.S. Gov't securities: Price Premium Premium
Bought outright 8,444,997 + 2,740 +1,429,618 Coins $ %
WEEKLY BOND STATISTICS
Federal agency secur: Krugerrand 2060.76 79.26 4.00
Last Prev. Yr Ago Last Prev. Yr Ago Bought outright 2,347 .... .... Maple Leaf 2080.58 99.08 5.00
Week Week Week Week Week Week Mexican Peso 2397.09 8.00 0.33
Reserve bank credit: Austria Crown 1945.27 3.00 0.15
New Offerings, (mil $) (v) Bond Buyer 20 Bond Index (Index of yields of 20 Primary Credit 2,061 + 496 + 610 Austria Phil 2080.58 99.08 5.00
Corporate (z) 20,408 r42,340 50,799 general obligation municipal bonds.) U.S. Eagles 2080.58 99.08 5.00
Secondary Credit .... .... ....
Municipal (z) 6,956 r8,506 10,452 2.33 2.53 2.35 Premium is the amount over the value of the gold content in the
Seasonal Credit .... .... ....
Best Grade Bonds-y (Barron's index of 10 high-grade Bond Buyer Municipal Bond Index (Index of 40 coin. Source Manfra, Tordella & Brookes, Inc.
Float -145 + 416 -42 Bullion spot gold price 1981.50
corporate bonds.) actively-traded tax-exempt bonds; component issues are
Other F.R. Assets 31,590 + 1,583 + 923
2.61 2.52 1.69 changed regularly to keep the index a current picture of the
market. Source: The Bond Buyer Total Fed Credit # 8,870,119 + 3,683 +1,339,194
Interm-Grade Bonds-y (Barron's index of 10 GOLD PERFORMANCE
medium-grade corporate bonds.) 3.76 3.67 3.51 Gold stock 11,041 .... ....
3.94 3.45 3.02 Stock/Bond Yield Gap-s (Difference between yield on SDR Certif. Accounts 5,200 .... .... War Economy: War in Ukraine dragged
highest-grade corporate bonds and yield on stocks on the DJIA.) Treas. Curr. Outst. 50,953 + 14 + 442 on. The West isolated Russia. Gold rose
Confidence Index (High-grade index divided by inter-
mediate-grade index; decline in latter vs. former generally -0.65 -0.61 +.13 Total 8,957,209 + 3,422 +1,338,027
1.7% on the week, to $1,979 an ounce.
indicates rising confidence, pointing to higher stocks.) Yield on DJ Equal Weight US Corp Bond Idx: Currency in circ 2,253,986 + 11,449 + 149,804
40
66.4 73.0 56.0 Treas. Cash Hldgs 36 + 3 -60
Corp Bonds, (y) 3.59 3.24 2.38
Other Confidence Indicators: Treas. Fed Deposits 652,039 -30,864 -708,025
v-Week ended Thursday. y-Yield to maturity, week ended Thursday.
z-Source: Refinitiv.*Barclays T-Bond Index discontinued by firm. Foreign Fed Deposits 7,505 -2,464 -15,897 30
Bloomberg Barclays US Long Treasury*(This Other Fed Deposits 260,223 -1,839 + 15,496
index measures the performance of fixed-rate, nominal US Barron's Gold Mining Index (1194.39)
s
Treasuries with at least 10 years to maturity. Jan. 1, 1973=100.) Other FR liab/cap 49,153 + 2,106 + 2,424
ADJUSTABLE MORTGAGE BASE RATES Total factors 4,997,550 -111,521 + 970,379
20
4108.71 4266.10 4082.18
YOY Reserves F.R. banks 3,959,659 + 114,943 + 367,649
Bloomberg Barclays US Credit (This index Mar 11 Mar 4 Yr. Ago % Chg
Handy & Harman Gold Price
includes all publicly issued, fixed-rate, non-convertible, invest- 3,432,692 -20,295 -136,887 10
Fgn hold U.S. debt
s
ment-grade, dollar-denominated, SEC-registered corporate 1 Year Treas Bills 1.02 1.14 0.08 1175.00
2 Year Treas Notes 1.46 1.56 0.14 942.86 Reserve Aggr (Mil. $) Latest Prev. Month % Year
debt. All issues have at least one year to maturity and outstand-
3 Year Treas Notes 1.61 1.75 0.29 455.17 0
ing par value of at least $250 million. Jan. 1, 1973=0.) (v) 5 Year Treas Notes 1.68 1.86 0.73 130.14
Month Ended January: Month Month Chg. Ago
3091.82 3159.87 3242.95 10 Year Treas Notes 1.80 1.97 1.49 20.81 Total Reserves: 3,870,500 4,187,900 -7.58 3,153,800
Ryan Labs Treasury Index (Index of total return from 20 Year Treas Bds 2.26 2.35 2.14 5.61 Nonborrowed Res 3,838,500 4,149,900 -7.50 3,101,200 -10
active Treasury notes and bonds. Dec. 31, 1996=100.) 11th District % Jan Discontinued .... 0.457 .... Borrowed Reserves 32,057 38,082 -15.82 52,591 A M J J A S O N D J F
FHFA PMMS+ 3.09 3.09 2.70 14.44
300.01 304.07 312.42 Monetary Base 6,103,500 6,413,200 -4.83 5,248,000
Fed annualized yields adjusted for constant maturity.
Market Laboratory
Top 5 Insider Purchases by Company in 2022 WEEK'S DIVIDEND PAYMENT WEEK'S EX-DIVIDEND DATES
Number of Number of Avg.
Company Symbol Insiders Shares $ Value Price This list includes payouts on common stocks. This list includes payouts on common stocks.
Entera Bio Limited .......................................... ENTX 9 73,832 199,769 $ 2.71 NYSE NYSE
Colony Bankcorp ........................................... CBAN 8 32,500 536,250 $ 16.50 Greif B .69 Koppers Holdings .05
Inotiv ............................................................... NOTV 8 35,406 796,651 $ 22.50
Monday FNB Corp .12 Select Medical Holdings.125 Tuesday HCA Healthcare .56 Mueller Industries .25
FutureFuel .06 Waste Connections .23
(March 14) (March 15) NatWest Group ADR .204
BBIO 7 158,311 2,274,550 $ 14.37 Group 1 Automotive .36 Heritage Insurance .06
Bridgebio Pharma........................................... Bank of Butterfield .44
Hamilton Beach Brands .10
Thursday Allegion .41
Hillenbrand .218 Spirit AeroSystems Cl A .01
James River .................................................... JRVR 7 109,900 2,249,650 $ 20.47 Bank of Hawaii .70
Hershey .901
(March 17) Brookfield Reinsurance .14
Horace Mann Educators .32 Turning Point Brands .06
CVR Partners 5.24 AllianceBernstein 1.29 Entravision Commun .025 Intercontinental Exch .38 Walmart .56
Houlihan Lokey Cl A .43 Everest Re Group 1.55
Kinsale Capital Group .13 Armstrong Wrld Ind .231 Myers Industries .135 West Fraser Timber .25
Hubbell 1.05
Top 5 Insider Sales by Company in 2022 Louisiana-Pacific .22
Interpublic Grp .29
Cactus Cl A .11 Fedl Ag Mtge Corp Cl A .95 Synovus Financial .34 Friday
LyondellBasell Inds 1.13 Cohen & Steers .55 Fedl Ag Mtge Corp Cl C .95 Taiwan Semiconductor .391
Number of Number of Avg. Kellogg Co .58 Kohl's Corp .50 (March 18)
Company Symbol Insiders Shares $ Value Price Masco Corp .28 Coterra Energy .15 Vishay Intertech .10 Albany Intl .21
KeyCorp .195 Manning & Napier .05
Matador Resources .05 Coterra Energy .41 Waste Management .65 Autohome ADR .53
La-Z-Boy .165 Mercury General .635
Hess ................................................................ HES 16 587,569 54,918,567 $ 93.47 MetLife .48 McDonald's 1.38
FactSet Research Sys .82 Western Union .235 Dine Brands Global .46
New Jersey Resources .363
Chevron .......................................................... CVX 15 801,950 108,308,291 $ 135.06 PermRock Royalty .066 MGM Resorts Intl .002 Genco Shipping .67
PLDT ADR .812 Thursday DT Midstream .64
Pioneer Natural Res 3.00 Kronos Worldwide .19 Global Indemnity .25
Datadog .......................................................... DDOG 12 484,481 70,359,199 $ 145.23 NACCO Industries Cl A .198 SFL .20 (March 17)
Pioneer Natural Res .78 Marriott Vacations .62 Johnson Controls Intl .35
Tradeweb Markets .......................................... TW 12 527,146 49,184,738 $ 93.30 National Bank Holdings .23 South Jersey Indus .31 ACCO Brands .075
Pitney Bowes .05 Mosaic .112 Miller Industries .18
National Presto Inds 3.50 Thermo Fisher Scientific .30 Advance Auto Parts 1.50
Salesforce.Com ............................................. CRM 11 67,364 15,326,309 $ 227.51 Primerica .55 National Presto Inds 1.00 Nielsen Holdings .06 Air Lease .185 Saturday
Vulcan Materials .40 Nelnet A .24 Novartis ADR 2.182 Wednesday Albemarle .395 (March 19)
Organon .28 (March 16)
STOCK SPLITS/DIVIDENDS Tuesday NextEra Energy .425
Perrigo .26 Aaron's
Big Lots
.112 Brigham Minerals
.30 NONE
.14
(March 15) Old Republic Intl .23
ResMed .42 ADT .035 Brigham Minerals .31
Sunday
Record Ex-Dividend Payment Advanced Drainage Polaris .64
American Intl Group .32 Chubb (March 20)
Company Name-Ticker Symbol (Exchange) Amount Date Date Date Robert Half International .43 Ryerson Holding .10 .80
Systems .11 Ares Management .61 Civitas Resources NONE
Scorpio Tankers .10 Shutterstock .24 1.212
AdvanSix .125
ACM Research Cl A-ACMR (Nasdaq) .................................................. 3-for-1 3-16 3-24 3-23 AGCO .20 Spectrum Brands .42 Solaris Oilfield A .105 Aris Water Solutions .09 CTS Corp .04 Monday
CRH ADR .98 Dick's Sporting Goods .488 (March 21)
PAM Transportation Svcs-PTSI (Nasdaq) ......................................... 2-for-1 3-18 3-30 3-29 Agnico-Eagle Mines .40 Stepan Co .335 Universal Insurance .16
Xylem .30 Fidelity Ntl Financial .44 Douglas Dynamics .29 Amphenol Cl A .20
Amcor .12 Stifel Financial .30
Franco-Nevada .32 Eagle Materials .25 Cato Cl A .17
SPECIAL DIVIDENDS Arch Resources .25 Teleflex .34 Friday Gildan Activewear .169 Federal Signal .09 STMicroelectronics .06
Argo Group Intl Hldgs .31 Tennant Co .25 (March 18) Greif A .46 Itau CorpBanca ADR .165 Vistra .17
Record Ex-Dividend Payment Ashland Global Holdings .30 Texas Pacific Land 3.00 Allison Transmission .21
Company Name-Ticker Symbol (Exchange) Amount Date Date Date Associated Banc .20 Textainer Group .25 Carter's .75 NASDAQ
Avista .44 Thomson Reuters .445 Chemed .36 Methanex .125 Weyco Group .24
Cohen & Co-COHN (NYSE AMER )......................................................... 0.75 3-22 3-21 4-05 Ball Corp .20 Tyson Foods Cl A .46 Flowers Foods .21 Tuesday
Seanergy Maritime Hldgs-SHIP (NCM )............................................. 0.03 3-25 3-24 4-05 Barrick Gold .10 Universal Health Cl B .20 Gallagher .51 (March 15)
National CineMedia .05 Friday
Renasant .22
Valvoline .125 (March 18)
Wingstop-WING (Nasdaq)..................................................................... 4.00 3-24 3-23 4-07 Boise Cascade .12 Harley-Davidson .157 ESSA Bancorp .12
Silgan Holdings .16
BorgWarner .17 Watts Water Tech .26 HCI Group .40 First Fincl Bankshares .15 First Guaranty Bcshs .16
Westlake .298 Smith & Wesson Brands.08 Investors Title .46
Brunswick .365 Hecla Mining .006 Lam Research 1.50 SpartanNash .21
Whirlpool 1.75 Newtek Business Serv .65
DIVIDEND PAYMENT REDUCTIONS Central Pacific Financial .26
Whiting Petroleum .25
Kontoor Brands .46 Mannatech .20Universal Display .30 Saga Communications .16
Chemours .25 Lumen Technologies .25 News Corp Cl A .10
Adjusted % Record Ex-Div Payment Clearway Energy Cl A .347 Wednesday Molson Coors A .38 News Corp Cl B .10 Thursday Stock Yards Bancorp .28
Company Name-Ticker Symbol (Exchange) Yield Period To From Decrease Date Date Date Clearway Energy Cl C .347 (March 16) Molson Coors B .38 Spok Holdings .312 (March 17) Saturday
India Fund-IFN (NYSE) ........................................ 17.1 Q .58 .64 -9.4 % 3-24 3-23 3-31 .05 Barrett Business Svcs .30
Consolidated Edison .79 Avery Dennison .68 Moody's .70 Xperi Holding (March 19)
Chemung Financial .31
Tri-Continental-TY (NYSE).................................. 3.7 Q .27 .2986 -9.6 % 3-16 3-15 3-24 Corteva .14 California Resources .17 RLI Corp .25
Wednesday NONE
Cincinnati Financial .69
Cullen/Frost Bankers .75 Century Communities .20 Ryder System .58
(March 16) CSG Systems Intl .265
Sunday
Dover Corp .50 Duke Energy .985 Vaalco Energy .032
Academy Sports .075 Financial Institutions (March 20)
DIVIDEND PAYMENT BOOSTS DuPont de Nemours .33 Energizer Holdings .30 Weber .04
Altra Industrial Motion .08 Huntington Bancshares .155
.29
NONE
Element Solutions .08
Adjusted % Record Ex-Div Payment Employers Holdings .25
EnPro .28 Saturday Citizens Holding .24 Icahn Enterprises 2.00 Monday
FortuneBrandsHome .28
(March 19) Global Water Res .025 New Fortress Energy .10 (March 21)
Company Name-Ticker Symbol (Exchange) Yield Period To From Increase Date Date Date Eneti .01 Greenhill .10
NONE Hibbett .25 QCR Holdings .06 Broadcom 4.10
Equifax .39 Natural Grocers .10
American Express-AXP (NYSE) ............................. 1.2 Q .52 .43 20.9 4-08 4-07 5-10 Estee Lauder Cl A .60 Northrop Grumman 1.57 Sunday Hooker Furnishings .20 Republic Bancorp .341 J & J Snack Foods .633
First American Financial .51 RE/MAX Holdings Cl A .23 (March 20) Marten Transport .06 Utah Medical Products .29 Seagate Technology .70
CIM Commercial Trust-CMCT (Nasdaq) ................ 4.2 Q .085 .075 13.3 3-19 3-17 4-01 Flex LNG .75 Regional Management .30 Dominion Energy .668
CRH ADR-CRH (NYSE) ............................................. 2.9 S .98 .226622 332.4 3-17 3-16 5-12 NYSE American
Dick's Sporting Goods-DKS (NYSE) ..................... 1.8 Q .4875 .4375 11.4 3-18 3-17 3-25 NASDAQ Tuesday Thursday Saturday
(March 19) NONE

Digital Realty Trust-DLR (NYSE)............................ 3.6 Q 1.22 1.16 5.2 3-15 3-14 3-31 Monday Peoples Bancorp of NC .18
Thursday (March 15) (March 17)
Equity Lifestyle Prprts-ELS (NYSE) ...................... 2.1 Q .41 .3625 13.1 3-25 3-24 4-08 (March 14)
Peoples Fincl Svcs .39
(March 17) NONE NONE Sunday
Premier Inc. .20 (March 20) NONE
First Majestic Silver-AG (NYSE)............................. 0.2 Q .0079 .0049 61.2 3-21 3-18 4-04 Interactive Brokers Grp .10
Progress Software .175
Lake Shore Bancorp .16 Wednesday Friday Monday
Kelly Services Cl A .05 Patterson-UTI Energy .04
Ramaco Resources .057 (March 16) (March 18)
FR STRATSs 2006-2 GS Grp-GJS (NYSE)............ 1.2 M .028063 .021292 31.8 3-14 3-11 3-15 Kelly Services Cl B .05
Rocky Brands .155
Perella Weinberg Prtnrs .07 (March 21)
NONE NONE Cohen & Co .25
GeoPark-GPRK (NYSE) ............................................ 1.1 Q .082 .041 100.0 3-24 3-23 3-31 Rattler Midstream .30 Resources Connection .14
Royalty Pharma .19 Cohen & Co .75
Strategic Education .60 Shyft Group .05
Globe Life-GL (NYSE)............................................... 0.8 Q .2075 .1975 5.1 4-04 4-01 4-29 Rush Enterprises A .19
Tuesday Rush Enterprises B .19 Friday NEW LISTINGS
Horace Mann Educators-HMN (NYSE) ................. 3.1 Q .32 .31 3.2 3-17 3-16 3-31 (March 15) Safety Insurance Group .90 (March 18)
Johnson Controls Intl-JCI (NYSE)......................... 2.2 Q .35 .34 2.9 3-21 3-18 4-14 Allegiance Bancshares .14 Scholastic .15 American National Bksh .28 NYSE & Nasdaq
Arrow Financial .27 Skyworks Solutions .56 American National Group.82
Kadant-KAI (NYSE)................................................... 0.5 Q .26 .25 4.0 4-13 4-12 5-11 Bentley Systems .03 SLM Corp .11 Bruker Corp .05 None
OFS Capital-OFS (Nasdaq)....................................... 9.5 Q .28 .25 12.0 3-24 3-23 3-31 Cass Info Systems .28 SS & C Technologies .20 Clarus .025
NYSE American
Cintas .95 Star Bulk Carriers 2.00 Cognex .065
Pembina Pipeline-PBA (NYSE)............................... 5.2 M .1658 .164043 1.1 3-25 3-24 4-14
CNB Financial PA .175 StepStone Group .15 Diamond Hill Invest 1.50 Empire Petroleum (EP)
Pioneer Muni Hi Incm Opps-MIO (NYSE) ............. 3.8 M .06 .0575 4.3 3-17 3-16 3-31 Cowen Cl A .12 Tradeweb Markets .08 eBay .22 Idaho Strategic Resources (IDR)
CSX .10 Trustmark .23 First Merchants .29
Sabine Royalty Tr UBI-SBR (NYSE)....................... 6.9 M .46717 .37435 24.8 3-15 3-14 3-29 UFP Industries .20 Marygold Cos (MGLD)
Eastern Bankshares .10 Forward Air .24
Sun Communities-SUI (NYSE)............................... 2.0 Q .88 .83 6.0 3-31 3-30 4-15 Eastern Co .11 United Bancshares .21 H & E Equipment Serv .275
Via Renewables .181
Synovus Financial-SNV (NYSE)............................. 2.8 Q .34 .33 3.0 3-17 3-16 4-01 First Citizens Bcshs Cl A .47 Heidrick & Struggles Intl.15 TRADING SUSPENDED
First Finl Bancorp OH .23 Virtu Financial .24 Navient Corp. .16
TE Connectivity-TEL (NYSE) .................................. 1.6 Q .56 .50 12.0 5-20 5-19 6-03 GCM Grosvenor Cl A .10 Wendy's Co .125 Northrim Bancorp .41
Templeton Global-GIM (NYSE) .............................. 8.9 M .0362 .0342 5.8 3-17 3-16 3-31 Hancock Whitney .27 Wednesday Silvercrest Asset Mgmt A.17
NYSE
Toll Brothers-TOL (NYSE) ....................................... 1.3 Q .20 .17 17.6 4-08 4-07 4-22 Haynes Intl .22 (March 16) Teradyne .11 Phillips 66 Partners (PSXP)
Live Oak Bancshares .03 Applied Materials .24 U.S. Lime & Minerals .20
ZIM Integrated Shipping-ZIM (NYSE) ................... 12.6 Q 17.00 2.50 580.0 3-23 3-22 4-04 Mesa Laboratories .16
Pretium Resources (PVG)
Avnet .26 United Fire Group .15
MGE Energy .387 Bloomin' Brands .14 Wayside Technology Grp .17 SCVX (SCVX)
HIGH-YIELD BONDS MidWestOne Fincl Grp .237 Ebix .075 Saturday Nasdaq
NBT Bancorp .28 Mercantile Bank .31
(March 19)
Friday, March 11, 2022 Newell Brands .23 NortonLifeLock .125
NONE
Biofrontera (BFRA)
Five most active fixed-coupon high-yield, or "junk", corporate bonds Newmark Group .01 Old Dominion Freight .30
Del Taco Restaurants (TACO)
LAST LAST **EST EST VOL Old Natl Bancorp .14 Patria Investments .16 Sunday
COMPANY (TICKER) COUPON MATURITY PRICE YIELD SPREAD UST (000's) Olympic Steel .09 Powell Industries .26 (March 20) Nuance Communications (NUAN)
Magallanes (MGLLNS) 5.141 Mar 15, 2052 100.386 5.116 273 30 2,004,277
Pactiv Evergreen .10 Viatris .12 NONE Zogenix (ZGNX)
Magallanes (MGLLNS) 4.279 Mar 15, 2032 99.517 4.339 234 10 1,495,807
Magallanes (MGLLNS) 5.050 Mar 15, 2042 100.519 5.008 256 30 1,463,759 NYSE American NAME CHANGES
Magallanes (MGLLNS) 5.391 Mar 15, 2062 100.850 5.339 297 30 1,336,282 Monday Wednesday Friday
Magallanes (MGLLNS) 3.755 Mar 15, 2027 99.950 3.766 182 5 852,281 (March 14) (March 16)
(March 18) NYSE & NYSE American
Adams Resources .24
Volume represents total volume for the market; price/yield data are for trades of $100,000 and greater.* Denotes a security whose last round NONE NONE Chicago Rivet & Machine .22 None
lot trade did not take place on the last business day prior to publication. ** Estimated spreads, in basis points (100 basis points is one percent- Tuesday Thursday Saturday Nasdaq
age point), over the 2, 5, 10 or 30-year hot run Treasury note/bond. 2-year: 1.500 02/24; 5-year: 1.875 02/27; 10-year: 1.875 02/32; (March 15) (March 17) (March 19) NONE
30-year: 1.875 11/51.†Comparable U.S. Treasury issue. Alpha Tau Medical (DRTS), formerly Healthcare Capital
Maverix Metals .013 B2Gold .04 Sunday
Source: MarketAxess Corporate BondTicker - www.bondticker.com Bar Harbor Bankshares .24 (March 20) NONE (HCCC)
O T H E R VO I C E S
We are well on our way to living in an America
where people we all know face financial insecurity
and risk becoming a burden on future generations.
How Americans 1 in 4
these solutions as a default savings retirement savings. Employers, in
option for workers who are automati- turn, would benefit from a tax deduc-
cally enrolled in their plans. Congress tion for their contributions while also
Americans have no
just took an important step with the creating goodwill and a compelling
Can Retire With

retirement savings
introduction of the bipartisan Lifetime recruiting tool.
according to PwC.
Income for Employees Act that would Finally, to help the 1.8 million
improve retirement plans’ ability to women who temporarily left the
provide default lifetime income op-
$120,OOO workforce to care for family members
Dignity
tions. during the pandemic, Congress could
While creating access to retirement The median retire- move ahead with the bipartisan
plans and an option for lifetime in- ment account bal- Expanding Access to Retirement
come in those plans would be two of ance for those 55 Savings for Caregivers Act. This
the most important steps that Con- to 64 years of age. legislation would help those who were
gress could take, there are other policy forced to stop saving entirely while
actions that would also help Ameri- they were out of work by allowing
By Thasunda Brown Duckett more businesses to provide retirement cans from a wide range of back- them to make special catch-up contri-
I
plans in the first place. According to grounds get on the right path to butions to get their retirement savings
magine an America where the Center for Retirement Research, secure retirements. back on track.
more than 100 million millions of Americans aren’t offered, Among them, we could help people These provisions are already before
people—about 1 in every 3— or aren’t using, tax-advantaged sav- save more. According to PwC, 1 in 4 lawmakers, who have demonstrated
don’t have enough money ings and investment options through Americans have no retirement savings leadership in helping people get
to pay for their needs at the their employer. Only 54% of white at all, and those who are saving aren’t through the economic turmoil of the
most vulnerable time of their workers participate in a retirement saving enough. past two years.
adult lives. plan, and the numbers drop to 46% The consultancy found that the me- I hope they will act now to em-
We are well on our way to living for African-Americans and 34% for dian retirement account balance for 55- power all American workers and fam-
in that America, where people we Hispanic and Latin Americans. to 64-year-olds is $120,000. Divided ilies with access to the tools and solu-
all know—our teachers, coaches, spiri- In most cases, people without over 20 years, that’s $500 a month— tions they need to build secure
tual leaders, maybe even our access to employer plans work for hardly enough, even without factoring financial futures. B
parents—face financial insecurity and small businesses. Congress is consid- in lengthening life expectancies and
risk becoming a burden on future ering bipartisan legislation that would rising healthcare costs. Thasunda Brown Duckett is the president
generations. And it’s all because they expand tax credits for small busi- Created more than 20 years ago, and CEO of TIAA.
don’t have access to effective retire- nesses to start retirement plans and the little-known federal Saver’s Credit
ment plans or the knowledge to en- make it easier for small nonprofit em- provides people with modest incomes
sure that their savings never run out. ployers to jointly provide 403(b) a government match on their retire-
The problem has gotten worse in plans. Those enhancements would ment contributions. But it’s limited
the past two years as people struggled reduce administrative costs for and not refundable, meaning that
through work, health, and caregiving employers and investment costs lower-income workers who don’t pay
challenges that cut into their savings. for workers. taxes can’t get the match.
Throughout the pandemic, Con- We can also help turn lifelong sav- The Securing a Strong Retirement
gress has stepped up to assist Ameri- ings into guaranteed income, includ- Act would ensure that more Ameri-
cans with their immediate financial ing for the more than 40% of U.S. cans take advantage of the Saver’s
needs. As the CEO of a company households that the Employee Benefit Credit, and companion legislation in
whose mission is to help people retire Research Institute forecasts may run the Senate would make it refundable.
with dignity by creating guaranteed out of money in retirement. Younger workers are also missing
lifetime income, I am grateful for their Lifetime income solutions, such out on retirement savings because
vigilance. as annuities, can create a paycheck they are paying down student loans.
I urge lawmakers to build on that throughout retirement. Lawmakers House and Senate bills would allow
momentum and act swiftly on several intended to make annuities more employers to match employees’ stu-
proposals to secure the financial widely available in 401(k) plans dent loan payments with retirement-
futures of millions of Americans, in- through the Secure Act of 2019. plan contributions, so workers could
Illustration by The Project Twins

cluding many people of color. However, regulatory barriers still keep paying down debt and still be
Let’s start by making it easier for hinder many employers from using able to contribute to their long-term
MAILBAG
Send letters to [email protected]. To be considered for The Readback, a podcast taking you
publication, correspondence must bear the writer’s name, inside the latest stories, is available
address, and phone number. Letters are subject to editing. wherever you listen to podcasts.
debt will always be negative? Will

this inevitable result be an inflation- BDC Due Diligence Crypto Allocation
ary spiral that forces real interest
rates to become very high, like what To the Editor: To the Editor:
happened in the early 1980s? Regarding “High-Yielding Stocks In “Crypto Returns Are Appealing. The
And finally, will the cost of financ- Are Often Too Good to Be True. Not Volatility May Not Be” (Other Voices,
ing that high-rate debt force the U.S. These” (March 4), business develop- Feb. 25), Nannette Hechler-Fayd’herbe’s
to go through a deep recession with- ment companies come in a lot of fla- conclusion that crypto can hurt a bal-
out any stimulus or any kind of vors, ranging from 100% debt inves- anced portfolio differs from other stud-
relief ? tors to 100% equity investors (pre– ies I’ve read. For example, in a research
Eugene Kramer initial public offering). brief for the CFA Institute Research
On Barrons.com With the Federal Reserve, at the Foundation, Matt Hougan and David
behest of the current administration, Lawant of Bitwise Asset Management
desperate to raise interest rates, be provide an analysis of historical data
Midstream Natural Gas wary of the debt investors, particularly showing that, assuming quarterly re-
those levering with short-term debt balancing among other things, adding a
To the Editor: themselves. That said, look into them small Bitcoin allocation (1% to 5%) to a
Andrew Bary focuses on the upstream and read, read, read, so you know what traditional 60/40 (global stocks/U.S.
producers of U.S. natural gas in “Here you are buying into and are excited bonds) portfolio increased returns, with
Are 7 Stocks to Play the Rally in Natu- about it. only small increases in portfolio volatil-
ral Gas” (March 4). He could have Frederic Longabard ity and maximum drawdown. Which
added a discussion of the midstream On Barrons.com conclusion is correct?
natural-gas infrastructure companies, Michael T. Dunne

which shine brightly, as well. Franklin Lakes, N.J.
Safeguarding Decency
Sending For example, Bary correctly dis-
cusses Antero Resources as a signifi-
cant natural-gas producer. He could
have also referenced Antero Mid-
To the Editor:
Too bad—it looks like the qualifica-
REVISED TITLES
A Message stream, which is controlled by An-

tero Resources and provides Antero
tions for running a powerful country
don’t include truth, morals, or de-
Some job titles that we published last
week for honorees on our 2022 list of
Resources with the necessary infra- cency (“8 Experts Explain What the the 100 Most Influential Women in U.S.
Worldwide
structure without which its pro- Ukraine War Means for Markets,” Finance have been revised as follows:
duced gas wouldn’t be gathered and March 4).
processed and thereafter trans- It is up to the press, digital and old KAITLYN CAUGHLIN Global Head
ported, fractionated, stored, lique- school, to be the safeguard of decency of Investment Risk Management,
fied, or exported. and what is right. Barron’s is a leader Vanguard
To the Editor: One important and highly rele- in this, and I hope it will continue to STEPHANIE DRESCHER Partner,
Not a huge fan of identity politics, but at the same time vant fact is that while Antero Re- be, even on sensitive issues that others Global Head of Client and Product
I think it’s great that we have so many accomplished sources pays no dividend, the yield refuse to tread on. Solutions, Apollo Global Management
professional women (“The 100 Most Influential Women on Antero Midstream shares is 8.8%. Arthur Hanson VERNITA EXUM Global Head of ETF
in U.S. Finance,” Cover Story, March 4). Message to Other midstream infrastructure On Barrons.com Capital Markets and Broker & Index
world: If you are a woman and want to make it in companies that earn at least 75% of Relations, Vanguard
finance, come to the U.S. their revenue, gross margins, or KARINA FUNK Portfolio Manager
David Kaplan Ebitda from natural gas and its de- Made in China and Chair of Sustainable Investing,
On Barrons.com rivatives include Enterprise Prod- Brown Advisory
ucts Partners, MPLX, Crestwood To the Editor: BETH HAMMACK Co-Head, Global
Equity Partners, and USA Compres- Regarding “Why the U.S. Contracted Financing Group, Investment Banking
Concerns About the Fed sion Partners. With a Chinese Covid Test-Kit Maker Division, Goldman Sachs Group
These companies all pay stable, You’ve Never Heard of” (March 3): LINDA-ELING LEE Head of ESG and
To the Editor: secure yields of 7.4% to 11%. Natural- Unproven Chinese manufacturer of Climate Research, MSCI
In the interview with Guggenheim Investments’ Anne gas producers would not be able to test kits? Unclear qualification pro- IDA LIU Global Head, Citi Private Bank
Walsh, she says, “There would be a big concern about function without companies such cess? Uninspected facilities? No con- KIM POSNETT Global Head of
the Fed being able to raise the terminal rate above 2% as these, and investors should learn trol of contract holder’s subcontrac- Investment Banking Services and Co-
because the cost to the debt system would be too high” about them and the income they tors? Repeatedly inaccurate and Head of One Goldman Sachs Initiative,
(“The Fed Risks Making a Policy Mistake. Here’s How provide as well as about natural-gas incomplete disclosures? Massive Goldman Sachs Group
to Avoid It,” March 4). Very thought-provoking. producers. award? Unbelievable. DEE SAWYER Head of U.S.
What happens when more people realize that the Elliot Miller Brian McNally Intermediaries and Retirement Plan
effective rate on Treasuries and high-quality private Naples, Fla. On Barrons.com Services, T. Rowe Price Group
M W L C 10 11 12 H G R P 4 8 3 F 2 D 6 7 9 0 A I
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INCOME OPPORTUNITIES?
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That’s why our global bond, equity, and quantitative analysts share information and
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AMERICA’ S TOP 120 0 FINANCIAL ADVISORS
MARCH 14, 2022

Roll With It
With interest rates, inflation, and volatility on the rise,
financial advisors have their work cut out for them.
Here’s what some of the best are doing for their clients now.
PAG E S 4
S2 BARRON’S March 14, 2022
What if all you need

is the right advisor?
Congratulations to the Merrill advisors on
Barron’s 2022 “Top 1,200 Financial Advisors” list.
Working with a dedicated Merrill advisor means you get personalized

investment strategies from Merrill plus access to comprehensive
financial solutions only Bank of America can deliver.
What would you like the power to do?®
Speak with one of our dedicated advisors today. | ML.com | 888.339.9417 | @MerrillLynch
Investing involves risk including possible loss of principal.

Source: The Barron’s “Top 1,200 Financial Advisors” list, March 11, 2022. The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years’ financial services experience
and have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other
quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company
documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or
prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc.
All rights reserved.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are
affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.
Banking products are provided by Bank of America, N.A., Member FDIC and a wholly owned subsidiary of Bank of America Corporation.
Investment products:
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© 2022 Bank of America Corporation. All rights reserved. | MAP4206824 | AD-01-22-2436.A | 03/2022
March 14, 2022
BARRON’S
S3
S4 BARRON’S March 14, 2022 March 14, 2022 BARRON’S S5
A M E R I C A’ S T O P 1 2 0 0 F I N A N C I A L A D V I S O R S 2 0 2 2
How to Cope
“We’ve gone from ‘throw the dart and on the municipal and corporate-bond Weil says the fourth quarter marked
any company you hit went up’ to sides—as retail investors liquidate the starting point of a “decadelong
‘you’ve got to be very selective and their mutual funds and their ETF stretch where I think good active man-
pick the right companies if you want holdings,” says Weil, this year’s agement will outperform many of the
With a Host
to outperform.’ ” No. 12–ranked advisor in New York. main benchmarks like the S&P 500.”
This environment will test the The pressures that rising rates Paul Tashima, a UBS advisor in
investing skills of Barron’s Top 1,200 place on bond funds is a big reason Chicago who placed No. 4 in Illinois
Financial Advisors. Our ranking, that Valerie Newell, principal at Mari- in the Barron’s Top 1200, says shocks
which draws from all 50 states plus the ner Wealth Advisors–Cincinnati, buys like Russia’s invasion of Ukraine are
Of Market
District of Columbia, is the largest, individual bonds for her clients. something that investors should al-
most comprehensive of the annual ad- “When interest rates go up, and you ways be prepared for. “We share with
visor listings that we run. It includes a have an investment in bond funds, clients to have a portfolio that is di-
cross-section of private-wealth advi- your investment actually loses verse, that’s nimble, that’s liquid,” he
Challenges
sors, from independents who own and money,” says Newell, the No. 1–ranked says. “And in a world where you have
operate their own practices to advisors advisor in Ohio. “If you have an in- so many changes, active and engaged
from the large Wall Street firms. vestment in an individual bond, the portfolio management reigns.”
market value might go down, but As always, the wealthiest investors
This special report lists the top you’re going to get the par value of have extra latitude in how they play
advisors in each state, with the num- the bond when it matures.” the markets. They can easily access
ber of ranking spots determined by Rising inflation and interest rates private investments—including hedge
Leading advisors discuss their strategies each state’s population and wealth. are problems for stocks, as well. The funds and private equity—to manage
The rankings are based on assets former raises companies’ input costs, risk and seek greater rewards than are
for protecting investor portfolios—and under management, revenue gener- while the latter raises their cost of bor- available in public markets. Private
where they’re seeing opportunities now ated by advisors for their firms, and
the quality of the advisors’ practices.
rowing, and can make bonds a bit more
attractive. Many financial advisors say
investments have lost some of their
luster, as public equities have excelled
Investment performance isn’t an exit’s time to focus less on passive index so broadly. Bollinger believes that pri-
plicit criterion because performance investing and more on picking individ- vate equity, in particular, is going to
is often a function of each client’s ual securities. Bollinger, who placed get a fresh look. “As long as there’s
By STEVE GARMHAUSEN appetite for risk. In evaluating advi- No. 5 in Texas in the ranking, calls it volatility and rising interest rates, and
sors, we examine regulatory records, “probably the best stockpickers’ mar- as public-market-returns expectations
ILLUSTRATIONS BY ANA YAEL internal company documents, and ket that I’ve seen in my career.” are more muted, then that liquidity
100-plus points of data provided by It’s paramount to “stress test” premium will go up,” he says.
the advisors themselves. stocks because the market is heavily Beyond private equity, the range of
F
From early March 2009 to late- punishing, or rewarding, companies investments available is far broader
or more than a decade, using market corrections December 2021, the S&P 500 rose based on financial performance, he than it was in the late 1970s and early
as opportunities to load up on stocks has proved nearly 600%. The high and broadly says. Shares of gaming company ’80s, when inflation topped out above
to be a winning strategy. But the recent market shared returns across stocks might Roblox (ticker: RBLX), for example, 13%, notes Joseph Montgomery, a
carnage, which dragged the S&P 500 index 13% not reappear for quite a while, accord- plunged 27% on Feb. 16 after the com- Wells Fargo advisor in Williamsburg,
lower from Jan. 3 to Feb. 24, heralds a turning ing to Noel Weil, an advisor with Mer- pany missed earnings projections. who placed No. 2 in Virginia in the
point, according to Patrick Fruzzetti, managing rill Private Wealth Management in Fruzzetti is among those looking for ranking. Investments like floating-rate
director and partner at Hightower’s Rose Advi- New York. “My experience tells me bargains after the market selloff. bond funds, nontraded real estate
sors in New York. “This isn’t just a down cycle where you that while I think we’ll have positive “We’re getting ready to be opportunis- investment trusts, and emerging mar-
buy the dips,” he says. “The strategy that worked for the returns, the next decade or so will be tic in the next few months, and maybe ket funds have become more widely
past 12 years in a deflationary cycle is going to be very dif- a much more difficult environment.” more than a few months, maybe the available, he says.
ferent in an inflationary one.” Many of Weil’s ultrahigh-net-worth whole year,” he says. “It’s a very differ- “The good news is that everybody
Right now, investment advisors have their work cut out clients have been holding large cash ent environment.” today, regardless of how much money
for them. For the first time in years, they must navigate a balances for years because of low Fruzzetti recommends taking a look you have, can be allocated across a
rising interest-rate environment against a backdrop of sus- fixed-income yields, and the advisor at investments that were also-rans dur- much broader spectrum than you
tained, elevated inflation and doubts about corporate-earn- says that bond selloffs due to rising ing the deflationary cycle. Precious could have years ago.”
ings durability. Covid-19, which is at the root of the infla- interest rates present an opportunity metals and energy stocks are examples Since 2009, stocks have enjoyed a
tion spike, remains a market headwind, while Russia’s to put some of that money to work. of assets that can help insulate portfo- historic and relatively smooth run
invasion of Ukraine adds a fresh dose of uncertainty. At the Investors pulled $17.5 billion from lios against inflation. He’s keeping amid tame inflation and rock-bottom
same time, advisors must persuade clients who have bene- bond mutual funds and exchange- fixed-income durations short, and he’s interest rates. As a result, younger ad-
fited from growth investing or broad indexing that it might traded funds in the first seven weeks wary of index funds that contain erst- visors are experiencing the most chal-
be time to tweak the formula. of the year, according to Refinitiv while highfliers. “Passive investing, lenging environment in their careers.
“We’re going to have a period of more unknowns—about Lipper. “Liquidity issues in the fixed- where you own the largest tech stocks “My advice to them,” Weil says, “is
what the Federal Reserve’s going to do, about geopolitical income markets may present us with that make up a huge chunk of the S&P to overcommunicate with the client,
risks, and about corporations’ ability to grow,” says Mi- an opportunity to buy high-quality 500—if you’re following that model, it’s because many have certainly forgotten
chael Bollinger, a Morgan Stanley advisor in Houston. bonds and extend duration—both going to create some pain,” he says. what it feels like to lose money.” B
STATE CHAMPS
Here are the No. 1-ranked advisors from each state plus the District of Columbia.
KNOW THE RISKS. Total

Assets
PROCEED WITH
Advisor Firm State (mil)
Michael Warr Morgan Stanley PWM Ala. $2,151
DNESS.
BOLDNESS
Ryan Callaway Ameriprise Financial Alaska 692
Steven Schultz UBS Financial Services Ariz. 2,230
Joseph Small Ameriprise Financial Ark. 647
Gregory Vaughan Morgan Stanley PWM Calif. 44,249
Shawn Fowler Morgan Stanley PWM Colo. 7,735
Jeff Erdmann Merrill PWM Conn. 13,648
Marvin McIntyre Morgan Stanley PWM D.C. 5,139
Kimberlee Orth Ameriprise Financial Del. 2,179
Brian Pfeifler Morgan Stanley PWM Fla. 17,900
James Hansberger Morgan Stanley PWM Ga. 3,500
M E TA L
MINER Eric Fujimoto Ameriprise Financial Hawaii 1,019
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Robert Brian King RBC Wealth Management Idaho 915
John Cultra William Blair Ill. 5,258
John Cate Merrill Lynch Wealth Management Ind. 23,782
Bryan Boesen Morgan Stanley Wealth Management Iowa 1,249
Tim Sutton Creative Planning Kan. 1,470
Barry Barlow Merrill Lynch Wealth Management Ky. 1,290
Curtis Eustis Merrill Lynch Wealth Management La. 1,437
Brian Clement RBC Wealth Management Maine 794
Robert Scherer Graystone Consulting | Morgan Stanley Md. 11,514
Daily 2X Leveraged MNM Raj Sharma Merrill PWM Mass. 6,394

Charles C. Zhang Zhang Financial Mich. 4,778

ETFs From direxion Daily Richard S. Brown JNBA Financial Advisors Minn. 2,026
Metal Miners Bill Rush Mosby UBS Financial Services Miss. 1,647
Michael Jefferies UBS Financial Services Mo. 4,167
James B. Stack Stack Financial Management Mont. 1,603
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Call 877-437-9363 Mark Binder UBS PWM Nev. 5,134
or go to direxion.com 2XSHARES Robert Bonfiglio Ameriprise Financial N.H. 2,647

Michael Ricca Morgan Stanley Wealth Management N.J. 5,114

Michael Blackwell Morgan Stanley Wealth Management N.M. 1,104
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A Fund’s prospectus and summary prospectus contain this and other information about the Direxion Shares. To obtain a
William Oliver Wells Fargo Advisors N.C. 1,966
Fund’s prospectus and summary prospectus call 877-437-9363 or visit our website at direxion.com. A Fund’s prospectus
and summary prospectus should be read carefully before investing. Troy Nelson Edward Jones N.D. 859
Valerie Newell Mariner Wealth Advisors Ohio 4,765
The “S&P Metals & Mining Select Industry Index” is a product of S&P Dow Jones Indices LLC (“SPDJI”), and has been licensed
James Johnson Morgan Stanley PWM Okla. 1,350
for use by Rafferty. Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”);
Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”); and these trademarks have been Rebecca DeCesaro First Republic Investment Management Ore. 2,129
licensed for use by SPDJI and sublicensed for certain purposes by Rafferty. Rafferty’s ETFs are not sponsored, endorsed, sold or Johanna Walters Merrill Lynch Wealth Management Pa. 6,288
promoted by SPDJI, Dow Jones, S&P, or their respective affiliates and none of such parties make any representation regarding Malcolm Makin Raymond James R.I. 1,731
the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of the S&P
Rick Migliore Merrill PWM S.C. 4,662
Metals & Mining Select Industry Index.
David Hillard RBC Wealth Management S.D. 1,490
Direxion Shares Risks – Mining and metal companies can be significantly affected by international political and economic Jay Williams UBS PWM Tenn. 1,927
developments, energy conservation, the success of exploration projects, commodity prices, taxes and government regulations. Charles McKinney Morgan Stanley PWM Texas 5,380
John Van Wagoner Merrill PWM Utah 1,194
Investing involves risk including possible loss of principal. There is no guarantee the investment strategy will be successful. The
Fund is non-diversified and include risks associated with the Fund concentrating its investments in a particular industry, sector, Tim Stotz Morgan Stanley Wealth Management Vt. 1,764
or geography which can increase volatility. The use of derivatives such as futures contracts and swaps are subject to market Stephan Cassaday Cassaday & Company Va. 4,527
risks that may cause their price to fluctuate over time. Risks of the Fund include Effects of Compounding and Market Volatility Erik Morgan Freestone Capital Management Wash. 7,301
Risk, Leverage Risk, Derivatives Risk, Market Risk, Natural Disaster/Epidemic and Market Disruption Risk, Counterparty Risk,
David Houchins Truist Investment Services W. Va. 1,129
Rebalancing Risk, Intra-Day Investment Risk, Daily Index Correlation/Tracking Risk, Other Investment Companies (including
ETFs) Risk, and risks specific to investing in metals and mining companies. General risks of metal mining companies include the Michael Klein Baird Wis. 15,392
international political and economic developments, energy conservation, the success of exploration projects, commodity prices, Kevin Murphy Stifel Wyo. 660
taxes and government regulations. Please see the summary and full prospectuses for a more complete description of these and PWM=private wealth management
other risks of the Fund.
Distributor: Foreside Funds Services, LLC

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Investing involves risks, including the possible loss of principal. The prospectus and summary prospectus contain more
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which investors should read and consider carefully before investing. Prospectuses and summary prospectuses are
available at thriventfunds.com or by calling 800-521-5308.
Thrivent Distributors, LLC is a registered broker-dealer and member of FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for
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Maryland No. 9
Ann Marie Etergino

RBC Wealth Management
Ann Marie Etergino, founder and managing director of RBC

Wealth Management’s Etergino Group in Chevy Chase, Md.,
has learned that the more she reveals her own vulnerabili-
ties and fears to her clients, the more willing they are to
divulge about themselves—and this give-and-take makes
her an effective advisor.
“I used to focus on numbers, but now I realize that the
most important asset in my business is authenticity,”
says Etergino, who manages roughly $1.6 billion—half
for nonprofit organizations and half for families and
individuals—with a focus on women.
Barron’s: How did you come to specialize in working

with women?
Ann Marie Etergino: I grew up with a lot of financial
instability. My father was an alcoholic and lost his job fre-
quently, and my mother didn’t work out of the home, so we
were always worried about money. I learned that if you
don’t know about money, you’re vulnerable. This made me

want to help other women achieve financial independence.
Is there an example of how your candidness helps

you connect with clients?
About five years ago, I was competing for a $10 million
account. I was the only woman, and the prospect was a
woman. After a presentation, I asked her what she was
most afraid of, and she said running out of money. I said,
“I get that. I’ve always been afraid, too.” When you’re hon-
est, people know it, and you can form a powerful connec-
tion. We got that account.
How are your clients coping with recent volatility?

We tell them to stay disciplined, stay patient, and stay in-
vested. We have to help them stay the course and remind
them that we’ve constructed portfolios that are well posi-
tioned, no matter what happens. We’re overweight stocks
versus bonds, and within stocks, overweight U.S. large-cap
with a barbell between growth and value. We’re underweight
international and don’t own any emerging markets. On the
income side, we’re split between short- and intermediate-
term bonds and have an allocation to floating-rate preferred
stock. We have an alternative bucket that includes agricul-
ture commodities, precious metals, and energy, and an
infrastructure fund to participate in all of the money being
allocated under President Joe Biden’s infrastructure bill.
Thanks, Ann Marie. — Karen Hube
PHOTOGRAPH BY GREG KAHN

$1.6 B
TOTAL ASSETS
$7.5 M
TYPICAL ACCOUNT
$15 M
TYPICAL NET WORTH
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Massachusetts No. 1
Raj Sharma
Merrill Lynch Private Wealth Management
Raj Sharma, managing director of the Sharma Group at

Merrill Lynch Private Wealth Management in Boston,
started working as an advisor just two months before the
1987 stock market crash. That might sound like an awful
time to get into the business, but the veteran advisor says
that wasn’t the case. “In a bull market, people don’t listen to
an advisor quite as much,” says Sharma, whose 15-person
team manages $6.4 billion in assets. “But in a bear market,
the value of advice is more apparent and more important
because it underscores the value of having a long-term plan.”
Barron’s: Market watchers say we’re at an inflection

point, with inflation and interest rates moving us into
a new era. How are your allocations evolving?
Raj Sharma: Inflation cuts both ways. It cuts your pur-
chasing power, but for certain industries it can be positive
because it improves companies’ ability to raise prices and
improve their profit margin. So, we think you need a bal-
anced approach: It’s not all growth or all value. I also think
this is the golden age of active management. Passive man-
agement worked when you had a rising tide lifting all
boats. Now, you have an environment where you have
winners and losers.
Where do you see investment opportunities outside

of U.S. equities?
In emerging markets you have more than 100 countries.

Each one has different dynamics, demographics, growth,
and economic systems. It’s important to actively manage
that exposure. Over the past decade or so, international
equities have underperformed the U.S. But that may not
be the case over the next decade.
You’ve been an advisor for more than three decades.

How has retirement planning changed in that time?
The 60/40 portfolio worked very well for almost 40 years.
That paradigm is changing. If you look at the next 10 to 15
years, investors need a new way of allocating capital. Cer-
tainly, you need some fixed income. It is your safe money,
but it may have returns at or below inflation. For a lot of
clients, we’re focusing on what we call the income bucket—
that could be equities, private credit, real estate. Another
bucket, total return, is investing in the global equity mar-
ketplace. And the final bucket is alternative investments,
which includes private equity.
Thanks, Raj. — Andrew Welsch
PHOTOGRAPH BY TONY LUONG

$6.4 B
TOTAL ASSETS
$10 M
TYPICAL ACCOUNT
$15 M
TYPICAL NET WORTH
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Pennsylvania No. 35
Bradford Bernstein
UBS Financial Services
Two years ago, Bradford Bernstein was running an eight-

person practice at UBS Financial Services with about $1.5
billion in client portfolios. Since then, he has joined forces
with two other established UBS wealth managers—New
York–based Louise Gunderson and Dallas-based Ryan
Long—to create LongBernsteinGunderson. The practice
has a 25-person team and a national reach, with some $4.3
billion under management. The best part? “We trust and
like one another, and can offer more value together,” Bern-
stein says.
Barron’s: How has the merger changed how you work?

Bradford Bernstein: We collaborate and work as a think
tank. We talk about the conversations we’re having with
clients and lean on one another for advice. For example,
Ryan has a client who is new to investing and was nervous
about recent market volatility. I have an educational pre-
sentation, and Ryan and I collaborated on 10 slides to help
the client understand the frequency of declines and gain

the perspective to understand that everything will be OK.
What’s an example of a unique personal touch you

provide to clients?
By 8:30 a.m., every client gets an email from me with a
market update, an inspirational quote, and a note about
something that happened in history on that day. When
markets are volatile, clients really lean on us. This is an

opportunity to tell them what we’re seeing and thinking.
Which investments are you favoring?

Within equities, we’ve been overweight financials. We think
healthcare is an attractive sector in an inflationary environ-
ment. On the fixed-income side, we favor active manage-
ment because it outpaces indexes about 70% of the time.
What’s your approach to international markets?

We like global developed markets more than we have in
a long time. I’m a big believer in undervalued assets, and
international markets are far cheaper than the U.S. and
have more recovery [from Covid shutdowns] in front of
them. The way we’re playing that theme is adding an
exchange-traded fund that hedges currency risk.
As for emerging markets, I don’t know if I’m ready yet.
They’re incredibly cheap, but 40% is in China, which is
being very unfriendly with publicly traded stocks.
Thanks, Bradford. — KH
PHOTOGRAPH BY HANNAH YOON

$4.3 B
TOTAL ASSETS
$9 M
TYPICAL ACCOUNT
$18 M
TYPICAL NET WORTH
Congratulations to
Our 2022 Barron’s
Top Financial Advisors
We are proud of the Morgan Stanley Financial Advisors named to
this year’s Barron’s Top 1,200 Financial Advisors: State-by-State list,
recognizing the best Financial Advisors in the country.
Today’s complex financial challenges require clear goals and a

personalized plan that only the Morgan Stanley Client Experience
can provide. Our Financial Advisors’ experience, access to world-
class resources and standard of excellence consistently earn them

more accolades than any other firm, including top rankings on the
industry’s prestigious advisors’ lists. Speak to a Morgan Stanley
Advisor today and see how your personalized plan can take your
finances to the next level.
Source: Barrons.com (March, 2022). Top 1,200 Financial Advisors: State-by-State as identified
by Barron’s magazine, using quantitative and qualitative criteria and selected from a pool of
over 6,000 nominations. The rating may not be representative of any one client’s experience
and is not indicative of the Financial Advisor’s future performance. Neither Morgan Stanley
Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to Barron’s
in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P.
All rights reserved.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC. CRC 4424771 03/22 CS 298279 03/22
California No. 65
Gail Reid
Ameriprise Financial
Gail Reid, president of Ameriprise Financial’s Castlewatch

Wealth in Glendale, Calif., says she earned less in her first
job in the wealth management industry in 1988 than she
had as a lifeguard in college. But she gained an abundance
of knowledge that still influences how she manages her
30-person team today. “After working in every part of the
company as an administrator, I learned the value of a team
behind it all,” says the Los Angeles native, who similarly
rotates novice employees through low-level positions and
credits the success of her $2 billion-under-management
practice to the strength of her team.
Barron’s: What sets you apart from other advisors?

Gail Reid: We model ourselves on a family-office level of
service, meaning we are hands-on in doing homework for
clients, handling details, paperwork, and deadlines. For
example, rather than saying, “Oh, you got a new job; let me
know what corporate benefits you signed up for,” we guide
them through their benefits selections, because how would

they know to sign up for three times the life insurance?
Some higher-level executives with supplemental 401(k)s
with matches have to re-enroll every year. We keep track
of it all, so the client just has to read and sign off. For cor-
porate clients who need permission to sell company stock,
we prepare the template for that. And for clients with non-
qualified stock options, we model out scenarios to manage
how much to take at what price.
Did you help with special issues related to Covid?

We had 12 clients who were laid off, and a lot of people
had pay cuts of 10% to 30% in the entertainment industry.
We went through severance and exit packages and Cobra.
When clients found positions, if they had multiple offers,
we put all of the details in an Excel sheet. I’ve even prepped
clients for interviews and pulled information about compa-
nies they’re looking at. We’ve helped a lot of clients bounce
back and negotiate for higher-value packages.
How can good planning pay off for clients?

People are very focused on their rate of return. But
whether you make 8% or 12%, I can help you make a lot
more by training you to save more or helping with tax
planning or other financial planning. In talking about
when to exercise stock options or handling other benefits,
planning can help save hundreds of thousands over a year.
Thanks, Gail. — K.H.
PHOTOGRAPH BY SHAUGHN AND JOHN

$2 B
TOTAL ASSETS
$3 M
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$4 M
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fees), placing more emphasis on downward variations and rewarding consistent performance. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. The top 10% of funds in each category receive 5
stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations
in the distribution percentages.) Morningstar ratings for the Columbia Total Return Bond Fund overall, three-, five- and ten-year periods for the Institutional share are 5 stars, 5 stars, 5 stars and 4 stars among 569, 569, 495 and 353 Intermediate Core-Plus funds,
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Multi-Sector Municipal Income ETF overall and three-year periods are 4 stars and 4 stars among 270 Muni National Intermediate funds, respectively.
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Georgia No. 11
Justin Ryan
Rockefeller Capital Management
For Justin Ryan, managing director at Rockefeller Capital

Management’s $1.8 billion-under-management Ryan Ep-
person Group in Atlanta, advising ultrahigh-net-worth
clients is a genuine give-and-take. “Most of my clients are
repeat entrepreneurs and pioneers in their fields, and are
great resources for ideas we may want to invest behind,”
says Ryan, whose clients’ wealth ranges from $25 million to
north of $1 billion. “We may hear about new technology
in biotech, a new therapeutic, or a clean-energy source.”
Within the practice, Ryan and his partner, Tom Epper-
son, collaborate and share certain operational functions
but maintain their own clients and teams.
Barron’s: What do you worry most about lately?

Justin Ryan: Stagflation. It could hurt high-growth stocks
that aren’t currently paying income. So, we have been piv-
oting equity portfolios to companies with strong free cash
flow—typically dividend-yielding equities with a history of
dividend hikes. We recently started increasing our position

in mining stocks to get the underlying exposure to precious
metals and income.
How else are you balancing portfolios?

We preach about the benefit of differentiated return
streams so that all things in a portfolio aren’t correlated.
The 60/40 portfolio worked until it didn’t. With interest
rates going up, that type of portfolio will have a lot more
trouble. I’m not saying rates will pop up to 1970s levels,
but when you’re at this low of a base, the direction is clear.
How do you practice what you preach?

The Millennium hedge fund is a core holding and has only
had one negative year since 1991—in 2008, when it fell 3%.
The fund is a melting pot of 200-plus trading teams across
strategies and has no correlation to stocks or bonds.
For income, we are looking at a royalty fund. This holds
a library of music, TV, and movie assets and kicks off
a substantially higher income stream—yields in the
midteens—than traditional fixed income. That won’t
correlate with rising interest rates.
Private equity might seem frothy, given the amount of
capital flowing in. However, we don’t invest in the funds
but rather the private-equity companies. You can diver-
sify across vintages and get a cash-flow stream starting
on day one.
Thanks, Justin. — K.H.
PHOTOGRAPH BY PEYTON FULFORD

$1.8 B
TOTAL ASSETS
$50 M
TYPICAL ACCOUNT
$125 M
TYPICAL NET WORTH
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Pennsylvania No. 7
Patti Brennan
Key Financial
When Patti Brennan, president and CEO of Key Financial,

decided to switch careers from intensive-care-unit nurse to
financial advisor 30 years ago, she realized she already had
one of the most important qualities an advisor can have: a
good bedside manner. Brennan, who manages a team of 30
and some $1.7 billion in assets, believes that her ability to
deliver honest—if sometimes tough—advice has nurtured
deep and long-lasting relationships with clients. “I have
clients who have been with me since I first started and set
up an office in my laundry room,” she says.
Barron’s: What’s your service model for new clients?

Patti Brennan: Phase one is a 360-degree analysis. We
charge a flat fee for that. A lot of times people leave with
three or four action items—recommendations on anything
from their tax situation, portfolio, 401(k) allocation, em-
ployee benefits. Sometimes, we don’t invite people to phase
two if it’s not a good fit or they don’t need us just yet.
How do you ensure that clients have adequate cash

flow amid rising inflation?
We create buffers with pools of money. This system always
makes sure we are staying ahead of the next bear market.
For example, a client in retirement will have three pools.
Pool one provides money every month; it’s cash in the
bank, money markets, or short-term bonds. Pool two is
intermediate-term money; after three to six years, you

should be able to pull your principal out and have earned
something on it. Here we have corporate bonds, convert-
ibles, preferred stocks, government bonds. In pool three
are stocks and alternatives.
Are clients asking about crypto?

They were asking more last year than this year because
of the recent volatility. Part of my job is to save clients from
themselves. I don’t believe that crypto makes sense for
most of our clients yet—not to say it won’t ever. But now
it’s too volatile and not necessary.
What kind of tough advice must you give clients

sometimes?
If changes are needed, I give it to clients straight—maybe
sell the house, work longer, or cut spending by $20,000 a
year. I lay out options. But rarely is the solution to become
more aggressive with a portfolio.
Thanks, Patti. — K.H.
PHOTOGRAPH BY HANNAH YOON

$1.7 B
TOTAL ASSETS
$2 M
TYPICAL ACCOUNT
$4 M
TYPICAL NET WORTH
New York No. 55
Bruce Burrows
Morgan Stanley Wealth Management
Bruce Burrows, co-head of Morgan Stanley Wealth Man-

agement’s Burrows Strzelecki Group in Garden City, N.Y.,
started as a broker in 1992, just after key legislation passed
changing the way stock options can be exercised. He spot-
ted a niche. “I cold-called every corporation in America to
offer my services,” says Burrows, who got an early foothold
in administering executive stock plans for companies.
Several years later, executives began asking Burrows
for personal advice, and he became a full-service financial
advisor. Today, his practice has grown to a total of $15.4
billion in assets under management, $7 billion of which
is in personal wealth management.
Barron’s: Inflation, monetary policy, war in Ukraine—

how is all of this affecting investing decisions?
Bruce Burrows: Our portfolios are overweight in value—
high quality with consistent cash flow—and international
stocks. As rates rise and financial conditions tighten, high-
multiple growth stocks could remain under pressure.

The current geopolitical crisis could stall global gross-
domestic-product growth. But as we continue to recover
from the pandemic, an international allocation may benefit.
The recovery hasn’t yet fully taken hold outside of the U.S.
In our portfolio allocations, we do a lot of customization
because many of our clients have concentrated positions
in their company stock, giving them an overweight in a
certain sector.
Is there sometimes resistance to unwinding concen-

trated positions?
When a stock is doing well, there is. Clients know intui-
tively that they need to diversify, but they also know their
business better than any other business. And inertia is a
big thing. The good news about having to sell a low-cost-
basis stock is you made a lot of money. The bad news is
you face taxes. The challenge is how to diversify away from
certain positions without paying a lot in taxes.
How do you minimize the tax impact?

When someone is retiring, you can use what’s known as
an exchange fund to exchange some of your position for a
diversified portfolio without having to pay capital-gains
tax right away. We also look for tax efficiencies, opportuni-
ties to harvest losses to offset gains, and we talk about
philanthropy—allocating appreciated stock to charity.
Thanks, Bruce. — K.H.
$15.4 B
TOTAL ASSETS
$5 M
TYPICAL ACCOUNT
$20 M
TYPICAL NET WORTH
PHOTOGRAPH BY SEAN PRESSLEY
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Arizona No. 26
Ruth Transue
Wells Fargo Advisors
Ruth Transue, partner and managing director of invest-

ments at Transue, Burrows and Micklewright at Wells
Fargo Advisors in Tucson, Ariz., knows she is doing her
job well when her phone remains silent in the throes of a
big stock market selloff—like the one sparked by news of
Russia’s invasion of Ukraine. “I educate my clients at every
turn with historical information,” says Transue, whose
five-person practice, including two other partners, Rick
Burrows and Earl Micklewright, oversees some $670 mil-
lion. “There’s a strong inverse relationship between peo-
ple’s knowledge and their anxiety level.”
Barron’s: What personal traits shape your approach

as an advisor?
Ruth Transue: I’m an overpreparer. For example, I take
courses on tax stuff, even though I can’t advise my clients
on tax issues. But I can recognize when clients need to
speak with their estate-planning attorney or tax advisor.
What do clients want to discuss most these days?

Inflation and the possibility of a recession. We don’t think
inflation is transitory but are confident in the long-term
economy. Over the past six years, inflation has remained
well below historical norms, averaging approximately
2.5%. Wells Fargo’s year-end target is 5.3%, decreasing
from today’s rate of 7.5%. We feel this moderate level of
inflation doesn’t change the outlook for near-term corpo-

rate profits or the long-term growth of the economy.
How is this view shaping your portfolios?

I have been overweighting U.S. large-cap stocks for some
time, and like to keep a similar weighting to growth and
value. Using that balanced allocation over the past few
years was frustrating at times for clients but has been very
rewarding recently.
We are underweight small-cap stocks. They have signifi-
cantly underperformed large- and mid-cap stocks over the
past 12 months, and I believe this trend will continue. I’ve
been underweight international markets for some time.
The potential for a quicker, more impactful, continued
economic recovery is greater domestically.
We’re taking a portion of what’s in bonds and moving
it to adjustable-rate fixed income, staying primarily in
intermediate-term durations. It’s where clients will get the
most amount of return for the least amount of risk.
Thanks, Ruth. — K.H.
$670 M
TOTAL ASSETS
$2 M
TYPICAL ACCOUNT
$4 M
TYPICAL NET WORTH
PHOTOGRAPH BY CASSIDY ARAIZA
2022
America’s Top 1200

Financial Advisors
Rankings are based on assets under management, revenue generated for advisors’ firms,
and a variety of quality-of-practice measures, including advisors’ compliance records.
For more information about the rankings, please email [email protected].
Customers
High Ultrahigh Total Typical Typical

Rank
Individuals Net Worth Net Worth Assets Account Net Worth
2022 2021 Name Firm City (Up to $1 mil) ($1-10 mil) ($10 mil+) Foundations Endowments Institutional ($mil) ($mil) ($mil)
AL ABAMA
1 N Michael Warr Morgan Stanley PWM Tuscaloosa • • $2,151 $20 $30
2 2 Jeff Roberts Ameriprise Financial Birmingham • • • 871 0.7 1.5
3 4 Wes Clayton Twickenham Advisors Huntsville • • • 1,797 6 20
4 6 Camper O’Neal Merrill Lynch Wealth Mgmt Birmingham • • • • • • 1,075 8 10

5 N Mark Mantooth Morgan Stanley Wealth Mgmt Huntsville • • • 844 5 10
6 8 Brian Woodke Merrill Lynch Wealth Mgmt Birmingham • • • • • 1,519 6 8.5
7 7 Michael Mullis Securities America Vestavia Hills • • • • 870 1.1 2
8 9 Steven Hudson Ameriprise Financial Birmingham • • • 670 1.9 3.9
9 10 S. Wesley Carpenter Merrill Lynch Wealth Mgmt Fairhope • • • • 636 2.4 3.5
10 N Alistair Harding-Smith Morgan Stanley Wealth Mgmt Birmingham • • • • 1,080 2.5 4
11 N Scott McClanahan Morgan Stanley Wealth Mgmt Birmingham • • • • 911 2.5 4
12 12 Palmer Whiting Merrill Lynch Wealth Mgmt Mobile • • • 662 2.7 5
AL ASK A
1 1 Ryan Callaway Ameriprise Financial Anchorage • • $692 $0.8 $1
2 2 Jeff Leonard Raymond James Anchorage • • • • 1,250 3 4
3 4 Thomas Konop Morgan Stanley Wealth Mgmt Anchorage • • • 340 1.5 3
4 6 Tammy Head UBS Financial Services Anchorage • • • • • • 1,270 5 10
5 3 Kenneth Jones Merrill Lynch Wealth Mgmt Anchorage • • • 862 2.9 8.4
6 5 Peter Jurasz Merrill Lynch Wealth Mgmt Juneau • • • 485 2.5 10
ARIZONA
1 1 Steven Schultz UBS Financial Services Phoenix • • • $2,230 $5 $10
2 2 Trevor Wilde Wilde Wealth Mgmt Group Scottsdale • • • 2,210 0.8 2
3 3 Robert Bancroft Morgan Stanley PWM Scottsdale • • 1,842 27.5 45
4 6 Michael Butt Morgan Stanley Wealth Mgmt Scottsdale • • • 2,431 2.8 3.2
5 N Henry Villeda Merrill Lynch Wealth Mgmt Phoenix • • • 59,826 50 750
6 5 David Stahle Merrill Lynch Wealth Mgmt Gilbert • • • • • • 2,418 5 10
7 8 Paul Groves Morgan Stanley PWM Scottsdale • 3,231 35 75
8 7 Jeffry Korte Merrill Lynch Wealth Mgmt Scottsdale • • • • 874 1.9 3.8
Customers

Rank
2022 2021 Name Firm City (Up to $1 mil) ($1-10 mil) ($10 mil+) Foundations Endowments Institutional (mil) (mil) (mil)
9 11 Stephen Harnden Ameriprise Financial Peoria • • • $775 $1 $2

10 10 Brian Friedman Merrill Lynch Wealth Mgmt Phoenix • • • 1,655 8 17
11 13 Nick Karabas Creative Planning Scottsdale • • • 659 1.2 1.8
12 12 Brian Crawford Wells Fargo Advisors Tucson • • • • 1,400 1.5 2.5
13 4 Glenn Pahnke RBC Wealth Mgmt Scottsdale • • • • 900 3 8
14 19 Christopher Downs Merrill Lynch Wealth Mgmt Gilbert • • • 1,183 2.9 4
15 9 Michael Hudak Merrill PWM Phoenix • • 3,213 10 25
16 14 James Marten Merrill Lynch Wealth Mgmt Phoenix • • • • • • 2,834 3.5 6.2
17 27 Joe Di Vito RBC Wealth Mgmt Phoenix • • • 564 2.6 6
18 22 Jacob Duffy Baird Scottsdale • • • • 664 1.5 5.3
19 N Eddie Dulin Mariner Wealth Advisors Scottsdale • • • • 833 1.7 9
20 15 Damon Miller TFO Phoenix Phoenix • • 3,317 18.5 25
21 N Mitchell Stillman Wells Fargo Advisors Scottsdale • • • 750 0.5 3
22 N Daniel Marting Morgan Stanley Wealth Mgmt Phoenix • • • 1,607 4 25
23 23 Nayan Ranchhod Ameriprise Financial Scottsdale • • • 540 1 3
24 20 Steve Rabin Ameriprise Financial Gilbert • • • 760 1.5 3
25 18 Jane Rojas Morgan Stanley Wealth Mgmt Tucson • • • 696 4 7
26 16 Ruth Transue Wells Fargo Advisors Tucson • • • 670 2 4
27 24 Renee Hanson Ameriprise Financial Phoenix • • 615 1.5 4
28 26 Adam Brooks ABLE Financial Group Scottsdale • • • 541 0.8 3.5
29 28 Scot Benefiel Merrill Lynch Wealth Mgmt Scottsdale • • • 526 5 10
30 25 Charles “Chip” Pisoni RBC Wealth Mgmt Scottsdale • • • 530 2.4 4.2
ARK ANSAS
1 2 Joseph Small Ameriprise Financial Little Rock • • $647 $1 $1.5
2 4 Hardy Winburn UBS Financial Services Little Rock • • • 707 2.2 6
3 3 John Engskov Merrill Lynch Wealth Mgmt Little Rock • • • 2,699 10 15

4 5 Douglas Jackson Merrill Lynch Wealth Mgmt Little Rock • • • 2,699 10 15
5 N Edward Prewitt Wells Fargo Advisors Fayetteville • • • 552 2 4
6 6 Robby Bader Raymond James Springdale • • • • 608 3 5
CALIFORNIA
1 1 Gregory Vaughan Morgan Stanley PWM Menlo Park • • • • $44,249 $75 $150
• • • •
2 2 Mark T. Curtis Graystone Consulting | Morgan Stanley Palo Alto 216,429 5 25

3 5 Andy Chase Morgan Stanley PWM Menlo Park • • 20,000 10 30
4 6 Karen McDonald Morgan Stanley Wealth Mgmt Palo Alto • • • • 210,144 3 10
5 7 Mark Douglass Morgan Stanley PWM Menlo Park • • • • 44,249 75 150
6 8 Troy Griepp Morgan Stanley PWM San Francisco • • • • 30,880 30 50
7 14 Jon Goldstein First Republic Investment Mgmt Menlo Park • • 12,997 50 100
8 11 Mark Schulten TSG Wealth Mgmt Long Beach • • • • • • 4,567 3 7
9 13 Drew Zager Morgan Stanley PWM Los Angeles • 13,690 40 100
10 3 Francis X. Malone Morgan Stanley PWM Los Angeles • • 49,377 25 75
11 9 Spuds Powell Kayne Anderson Rudnick Inv. Mgmt Los Angeles • • 61,972 10 20
12 10 Dorian McKelvy Morgan Stanley Wealth Mgmt Menlo Park • • • • 10,608 2.5 10
13 12 Alan Whitman Morgan Stanley Wealth Mgmt Pasadena • • • 3,425 5 15
14 4 Jon Neuhaus Morgan Stanley PWM Los Angeles • • 49,372 25 75
15 17 Drew Freides UBS PWM Los Angeles • • • 8,856 40 60
16 16 Eric Gray Merrill PWM Los Angeles • • 27,127 50 80
17 23 Shane Brisbin Morgan Stanley PWM San Francisco • • 6,741 50 75
18 18 Richard Jones Merrill PWM Los Angeles • • • 23,872 50 75
19 22 Tim Emanuels Morgan Stanley PWM San Francisco • • • 18,739 25 50
20 20 Reza Zafari Merrill PWM Los Angeles • • • 23,872 50 75
21 24 Rich Petit Morgan Stanley PWM Menlo Park • • • 18,739 25 50
22 56 Ned Gibbons Morgan Stanley PWM Menlo Park • • 4,975 30 50
23 36 Craig Chiate UBS PWM Century City • 5,134 35 50
24 19 Dana Jackson Morgan Stanley Wealth Mgmt Menlo Park • • • • 3,736 30 65
25 30 Laila Pence Pence Wealth Mgmt Newport Beach • • • 3,575 3 10
26 28 David Bahnsen The Bahnsen Group Newport Beach • • • • • 3,138 7 10
27 32 Dagny Maidman First Republic Investment Mgmt San Francisco • • • 5,259 50 500
28 26 Cheryl L. Young Morgan Stanley Wealth Mgmt Los Gatos • • 2,885 10 25
29 27 Matthew Babrick First Republic Investment Mgmt Los Angeles • • • • 5,065 50 80
Customers

Rank
30 29 Michael Kanigher UBS PWM Los Angeles • $8,856 $40 $60

31 25 Brian Sharpes Graystone Consulting | Morgan Stanley Walnut Creek • • 7,400 60 100
32 35 Elaine Meyers J.P. Morgan Wealth Mgmt San Francisco • • 5,500 45 100
33 54 Chris Clifford UBS PWM San Francisco • 2,256 25 50
34 46 Tom Palecek Summit Trail Advisors San Francisco • • • 3,190 47.5 75
35 34 Jim Berliner Westmount Asset Mgmt Los Angeles • • • 4,505 3.5 9
36 48 Jesse Bromberg Morgan Stanley Wealth Mgmt San Francisco • • • 2,176 7.5 12
37 49 Michael Breen Merrill PWM San Francisco • • • 18,121 25 50
38 44 Lisa Detanna Raymond James Beverly Hills • • • • 4,737 15 17
39 58 Darren Edwards Morgan Stanley PWM Los Angeles • • • 2,417 25 50
40 67 Gabriel Jay UBS PWM Walnut Creek • • • • • 1,809 5 7
41 60 Gerard Zell Morgan Stanley PWM Menlo Park • • 4,950 30 50
42 37 Randy Peterson First Republic Investment Mgmt San Francisco • • 2,205 15 40
43 64 John Cardente Merrill PWM San Francisco • • 23,367 85 450
44 42 Sean Yu Morgan Stanley PWM Pasadena • • • 1,611 13 50
45 61 Tripp Taylor Neuberger Berman San Francisco • • • 1,741 20 75
46 43 James Greenfield Morgan Stanley PWM San Francisco • • • 2,833 20 30
47 39 Vicken Ekmekjian CIBC Private Wealth San Francisco • • 2,394 30 50
48 47 Inna Kelly Morgan Stanley Wealth Mgmt San Francisco • • • 2,278 20 30
49 72 Jack Wong Morgan Stanley Wealth Mgmt Mountain View • • • 1,971 6 120
50 50 Karl Wolfslau Morgan Stanley Wealth Mgmt Long Beach • • 1,759 1.2 3
51 33 John Shadden Morgan Stanley PWM Long Beach • • • • 4,193 7.5 18
52 51 L. Greg Fullmer Morgan Stanley PWM Los Angeles • • 1,542 25 75
53 86 Michael Baumer Morgan Stanley PWM San Francisco • • 6,565 50 75
54 82 Seth Haye Morgan Stanley Wealth Mgmt Westlake Village • • • 1,575 3 7
55 38 Peter Arbogast Merrill PWM San Francisco • • 18,121 25 50
56 92 Richard Gordon First Republic Investment Mgmt San Francisco • • • 2,936 20 40

57 N Anthony Jones Morgan Stanley PWM San Francisco • • • • 30,880 30 50
58 77 Steven Levine First Republic Investment Mgmt Los Angeles • • • • • 3,134 25 50
59 55 Emily Van Hoorickx UBS Financial Services San Jose • • • 12,976 5 10
60 45 Chad Evans Morgan Stanley Wealth Mgmt Newport Beach • 13,438 150 500
61 68 Brian Firring Wells Fargo Advisors Beverly Hills • • 3,950 35 60
62 N Hugh Beecher First Republic Investment Mgmt San Francisco • • 2,936 18 40
63 69 Lisa Reed Neuberger Berman Los Angeles • • 1,225 8.5 10
64 40 Greg Onken J.P. Morgan Wealth Mgmt San Francisco • • • 9,773 20 32

65 65 Gail Reid Ameriprise Financial Glendale • • • 1,965 3 4
66 66 Andrew Basch Morgan Stanley PWM Los Angeles • • • • 4,177 8 20
67 57 Philippe Hartl Merrill PWM Los Angeles • • 6,593 30 300
68 76 Mike Burbank Morgan Stanley PWM San Francisco • • 2,532 35 80
69 88 Darren Pfefferman Morgan Stanley PWM San Diego • • • • 2,506 10 30
70 62 Debbie Jorgensen Merrill Lynch Wealth Mgmt San Francisco • • • • 2,285 30 65
71 109 Ryan McClellan UBS PWM Los Angeles • • 5,368 30 50
72 85 Jeffrey Traum Morgan Stanley PWM Menlo Park • • • 3,315 20 50
73 70 Grant Lee Morgan Stanley PWM San Francisco • • 4,275 20 30
74 N William Wheatley Merrill Lynch Wealth Mgmt Newport Beach • • • 1,400 3 4
75 75 George Papadoyannis Ameriprise Financial San Mateo • • • 4,500 2.5 9
76 84 Brett Berry First Republic Investment Mgmt Menlo Park • • • • 1,315 10 25
77 102 James Demmert Main Street Research Sausalito • • • • • 1,771 4 25
78 87 Carolyn Taylor Weatherly Asset Mgmt Del Mar • • 1,150 3.1 5
79 91 James Klein Morgan Stanley PWM Los Angeles • • • 4,083 10 25
80 98 Steven Soja First Republic Investment Mgmt San Francisco • • • 1,431 10 15
81 74 Tracey Gluck J.P. Morgan Wealth Mgmt Los Angeles • • • • 1,850 8 15
82 81 Harlan Spinner UBS PWM Los Angeles • • • • • 3,094 25 30
83 94 Garrett Bland Morgan Stanley PWM Los Angeles • • • 746 15 50
84 N Brian Lewis Morgan Stanley PWM Orinda • • 1,273 10 25
85 N Joe McLean Intersect Capital San Ramon • • • 1,700 4 10
86 N Robert Daly Morgan Stanley PWM Los Angeles • • • 1,370 14 25
87 106 Philip Walters Wells Fargo Advisors Beverly Hills • • • 5,431 10 15
88 90 Adam S. Goldstein Ameriprise Financial Calabasas • • • 2,043 1 3.5
89 78 Sam Schoner First Republic Investment Mgmt San Francisco • • • • • 2,093 3 10
90 N Jonathan Usich Morgan Stanley PWM San Francisco • • • 6,624 25 30
Customers

Rank
91 N Marcus Tanimoto Merrill Lynch Wealth Mgmt Los Angeles • • • • • • $7,028 $5 $15
92 96 Renee Fourcade UBS Financial Services Los Angeles • • • • 3,527 3 15
93 N Justin Vaicek Merrill PWM Newport Beach • • • 2,309 25 50
94 107 Anouchka Balog Morgan Stanley Wealth Mgmt Laguna Niguel • • • • 1,040 5 10
95 111 Mark Hebner Index Fund Advisors Irvine • • 1,580 4 4
96 117 Sean Bricmont First Republic Investment Mgmt San Francisco • • 1,306 14.5 25
97 83 Michael Allard CalBay Investments Danville • • • 1,183 1.7 4.5
98 N John Acker UBS Financial Services Los Angeles • • • 1,968 5 8
99 N Matthew Sheehan Morgan Stanley PWM Menlo Park • • • 2,919 5 25
100 101 Sonny Kothari Merrill Lynch Wealth Mgmt Brea • • 1,402 5 10
101 104 Alma Guimarin Morgan Stanley Wealth Mgmt San Jose • • • 1,320 3 10
102 93 Micah Scheinberg Alex. Brown | Raymond James Century City • • 1,960 18 45
103 N Brannan Vaughan Morgan Stanley Wealth Mgmt Menlo Park • • • • 3,309 8 50
104 99 Greg Sain Stifel Los Angeles • • • 1,200 20 50
105 120 Aric Zamel UBS PWM Beverly Hills • • • • • 1,401 10 20
106 N Jennifer Man CIBC Private Wealth San Francisco • • 982 9.4 13
107 N Benjamin Wong Viewpoint Financial Network Pleasanton • • • • 1,425 0.7 2
108 N Thomas Van Dyck RBC Wealth Mgmt San Francisco • • • • • • 3,380 20 25
109 100 Emily Bach Morgan Stanley Wealth Mgmt Orinda • • • 1,350 3 6
110 N Ronald Hegardt Merrill Lynch Wealth Mgmt Rancho Santa Fe • • 2,130 10 25
111 114 David Jasper UBS PWM San Francisco • • • 2,280 50 50
112 N Vivek Thoppay Merrill Lynch Wealth Mgmt San Jose • • 982 5 10
113 116 Michael Evans UBS PWM San Francisco • • • 2,280 50 50
114 N Courtney Liddy UBS Financial Services San Diego • • • 1,770 6 10
115 95 Mark Udis Camden Capital Manhattan Beach • • 4,422 50 50
116 N Tony daRoza Merrill PWM San Francisco • • 2,438 25 40
117 115 Daniel Murphy Morgan Stanley Wealth Mgmt Menlo Park • • • 99,715 5 10
118 N Matthew Gallo Merrill Lynch Wealth Mgmt Walnut Creek • • • 1,043 1.7 4
119 N David Arizini First Republic Investment Mgmt Menlo Park • • 12,997 20 50
120 103 Jeffrey Germain Wells Fargo Advisors Los Angeles • • 1,510 15 25
COLOR ADO
1 1 Shawn Fowler Morgan Stanley PWM Denver • • • $7,735 $41 $89
2 1 Neb. Jonathan Beukelman UBS PWM Denver • • • • 5,035 5 25
3 2 Max Bull Morgan Stanley PWM Denver • • • 7,735 41 89

4 3 Wally Obermeyer Obermeyer Wood Investment Counsel Aspen • • 2,450 7 35
5 6 Melissa Corrado-Harrison UBS PWM Denver • • 1,559 35 50
6 5 Donna Di Ianni Merrill Lynch Wealth Mgmt Aspen • • • 1,876 22 50
7 7 Carl Hoover Merrill PWM Denver • • 5,200 15 20
8 8 Michael Caplan UBS Financial Services Denver • • • 1,389 5 10
9 11 Scott Thisted Merrill PWM Denver • • 5,200 15 20
10 N Scott Sparks Sparks Financial Denver • • • 1,078 3 10
11 10 Gary Cooper UBS Financial Services Denver • • 2,016 7 25
12 13 Joseph Janiczek Janiczek Wealth Mgmt Denver • • • 935 4 7
13 16 David Surofchek Morgan Stanley Wealth Mgmt Colorado Springs • • • 1,842 3 5
14 17 Mark Brown Brown & Company Denver • • 695 7 15
15 14 Brad Bickham Colorado Financial Mgmt Boulder • • • • 1,973 2.5 4
16 N Drew Lautrup Merrill Lynch Wealth Mgmt Denver • • • 893 7 10
17 N Craig Kinard Merrill Lynch Wealth Mgmt Greenwood Village • • • 743 3.5 5
18 18 Ali Flynn Phillips Obermeyer Wood Investment Counsel Aspen • • 2,450 5 25
CONNECTICUT
1 1 Jeff Erdmann Merrill PWM Greenwich • $13,648 $40 $60
2 2 Paul Tramontano First Republic Investment Mgmt Greenwich • • • 12,997 40 50
3 3 William Greco UBS Financial Services Hartford • • • • 4,834 9 12
4 4 Brian Hetherington Merrill PWM New Canaan • • 4,240 30 35
5 5 Harold Trischman Morgan Stanley Wealth Mgmt Greenwich • • • • • • 2,907 5 20
6 14 Rob Giannetti Merrill PWM Greenwich • 13,648 40 60
7 6 Thomas Frame Morgan Stanley PWM Greenwich • • 2,058 7 10
8 7 Bryan Stepanian Alex. Brown | Raymond James Greenwich • • • 3,100 100 150
9 28 Ken Steeves Creative Planning Orange • • • 1,524 1.3 20
Customers

Rank
10 11 Peter Chieco Morgan Stanley Wealth Mgmt Greenwich • • • $2,578 $7 $15

11 21 Matthew Somberg Gottfried & Somberg Wealth Mgmt Glastonbury • • • • • • 1,700 3 5
12 8 Thomas Vacheron Merrill PWM Fairfield • • 2,477 15 25
13 9 Charles J. Noble III Janney Montgomery Scott New Haven • • • 1,441 6 12
14 12 Jeffrey Corliss RDM Financial Group | Hightower Westport • • • 1,096 3.5 7
15 22 Richard T. Goodwin Merrill Lynch Wealth Mgmt Guilford • • 4,436 7 8
16 13 Nancy Daoud Ameriprise Financial Oxford • • • 1,715 0.5 5
17 29 Robert Paolucci Principle Wealth Partners Madison • • 2,300 4 6
18 18 Jason Cerniglia Ameriprise Financial Mystic • • • 1,460 1.6 4.5
19 N Matthew Lasko UBS PWM Stamford • • • • 8,394 15 30
20 36 Thomas Mantione UBS PWM Stamford • • 2,614 25 40
21 25 Thomas Hutchison Merrill Lynch Wealth Mgmt New Haven • • • 2,190 3 5
22 31 John Goodwin Morgan Stanley PWM Stamford • • • 2,839 40 75
23 20 David Goodwin Merrill Lynch Wealth Mgmt Hartford • • • 895 6.5 10
24 26 Joshua Kampf Merrill Lynch Wealth Mgmt New Haven • • • • 2,190 3 5
25 19 Teresa Jacobsen UBS PWM Stamford • • 971 15 30
26 24 Jon Newman Ameriprise Financial Greenwich • • • 400 2 10
27 N Vincent Mancuso Morgan Stanley Wealth Mgmt Greenwich • • • 2,556 7 15
28 N Kevin Leahy Connecticut Wealth Mgmt Farmington • • • 2,119 2.5 5
29 17 Chris Jewell Wells Fargo Advisors Greenwich • • • • 2,000 10 15
30 30 Chad Czerwinski UBS Financial Services Hartford • • • 2,039 5 10
31 N Glenn Feigin Merrill Lynch Wealth Mgmt Greenwich • • • 1,034 1 5
32 35 Matthew Wunder Northwestern Mutual Westport • • • • 819 0.6 0.9
33 N Andrew Shantz UBS PWM Stamford • • 2,614 25 40
34 N Andrew Worthington UBS Financial Services Hartford • • • 1,956 5 7
35 34 William Donnell Merrill PWM Greenwich • • • 1,531 5 25
36 32 Michael Freeburg Greenwich Wealth Mgmt Greenwich • • • 2,269 10 25
D.C.
1 1 Marvin McIntyre Morgan Stanley PWM Washington • • • • • $5,139 $7.5 $30
2 2 John M. Williams Morgan Stanley PWM Washington • • • • • 3,563 20 35
3 3 Michael O'Neill Morgan Stanley PWM Washington • • 3,587 28 35
4 7 James Wohlgemuth Morgan Stanley PWM Washington • • 1,239 15 25
• • •
5 4 Keith Apton UBS Financial Services Washington 2,660 10 40

6 14 John McKnight Merrill Lynch Wealth Mgmt Washington • • • 2,909 5 8
7 10 James New UBS PWM Washington • • 4,091 15 25
8 12 Tom Rietano Merrill PWM Washington • • 2,249 10 20
9 5 Brett Anthony Morgan Stanley Wealth Mgmt Washington • • • • • 6,853 15 25
10 11 Michael Freiman Morgan Stanley Wealth Mgmt Washington • • • 2,128 1.5 3
11 20 Gregory Marcus UBS PWM Washington • • 1,260 50 75
12 N Dee Ann Schedler CIBC Private Wealth Washington • • 898 11 14.3
13 13 Nick Francia UBS Financial Services Washington • • • 2,660 10 40
14 17 Frederick Shreves Wells Fargo Advisors Washington • • • • • • 4,100 3 7
15 15 William Finnerty UBS PWM Washington • • • 818 10 20
16 N Jason Goldstein Raymond James Washington • • • • 4,150 20 40
17 19 Barry Haffner UBS Financial Services Washington • • 1,040 6 9
18 9 H.L. ‘Trip’ McLaughlin III Morgan Stanley Wealth Mgmt Washington • • • • • 6,837 15 25
19 18 Skip Moosher Morgan Stanley Wealth Mgmt Washington • • • • 1,370 7 10
20 22 William Slater Merrill PWM Washington • • 1,744 15 25
21 16 Richard Harris Alex. Brown | Raymond James Washington • • • • • 2,811 7.5 25
22 N Frederick Schultz J.P. Morgan Wealth Mgmt Washington • • 2,400 15 25
23 N Theodore Hart Morgan Stanley Wealth Mgmt Washington • • • 1,553 5 10
24 23 Paul Goree Merrill Lynch Wealth Mgmt Washington • • • 1,909 6 10
DEL AWARE
1 1 Kimberlee Orth Ameriprise Financial Wilmington • • • • $2,179 $6.7 $16.1
2 N David Foote Morgan Stanley Wealth Mgmt Greenville • • • 1,287 10 15
3 3 Thomas Rice Merrill Lynch Wealth Mgmt Wilmington • • • 1,719 3.5 7
4 6 Donald DeWees Sr. Wells Fargo Advisors Greenville • • • • • 1,185 3 5
5 2 Peni Warren Merrill Lynch Wealth Mgmt Dover • • • • 822 1.5 2
6 5 Thomas Weisenfels Merrill Lynch Wealth Mgmt Wilmington • • • 658 1.1 2.5
Customers

Rank
FLORIDA
1 1 Brian Pfeifler Morgan Stanley PWM Palm Beach • • • • $17,900 $50 $100
2 4 Scott Siegel Morgan Stanley Wealth Mgmt Boca Raton • • • 8,645 20 50
3 70 N.Y. Deborah Montaperto Morgan Stanley PWM Palm Beach • 40,500 50 150
4 2 Kevin Peters Morgan Stanley Wealth Mgmt Palm Beach • • • 6,789 20.2 55.7
5 3 Thomas Moran Moran Wealth Mgmt Naples • • • • 4,249 5 25
6 5 Adam Carlin Morgan Stanley PWM Coral Gables • • 4,319 25 35
7 13 John Elwaw Morgan Stanley Wealth Mgmt Miami • • 3,468 5 100
8 6 Louis Chiavacci Merrill PWM Coral Gables • 3,670 35 75
9 N Salvatore Tiano First Republic Investment Mgmt Jupiter • • 3,043 12 20
10 28 N.Y. John Olson Merrill Lynch Wealth Mgmt Palm Beach • • 2,467 8 15
11 N Clarke Lemons Eaton Vance WaterOak Advisors Winter Park • • • 2,930 4 10
12 4 N.J. Frank Seminara Morgan Stanley PWM Palm Beach • • 2,870 10 20
13 10 Robert Doyle Doyle Wealth Mgmt St. Petersburg • • • 1,505 2 4
14 18 Dominic Casanueva Merrill Lynch Wealth Mgmt Lakewood Ranch • • • • 8,379 1 3
15 2 Minn. Brad Wheelock RBC Wealth Mgmt Naples • • • • 1,654 3.2 5
16 7 Roy Apple J.P. Morgan Wealth Mgmt Palm Beach Gardens • • 3,013 8.5 20
17 15 N.J. Joseph Matina UBS PWM Naples • • • 1,961 7.5 25
18 11 Michael Bober UBS PWM Boca Raton • • 2,781 15 30
18 14 Ed Ventrice UBS PWM Boca Raton • • 2,781 15 30
20 N Michael Brewster Wells Fargo Advisors Palm Beach Gardens • • • • 4,000 7 15
21 12 Peter Bermont Raymond James Coral Gables • • • • • 3,160 12 26
22 21 Jason Stephens UBS PWM Naples • • 1,911 10 20
23 59 N.Y. Rod Aronson Morgan Stanley PWM Palm Beach • • • • 3,250 25 35
24 24 Ill. Linda Stephans Graystone Consulting | Morgan Stanley Palm Beach • • • • 10,382 150 100
25 9 Don d’Adesky Raymond James Boca Raton • • • • • 6,394 5 10

26 22 Margaret Starner Raymond James Coral Gables • • 1,550 7 8
27 14 N.J. James McLaughlin Princeton Wealth | Raymond James Vero Beach • • • 2,726 4 5
28 28 Ill. Mark Thorndyke Merrill Lynch Wealth Mgmt Naples • • • 2,111 7.5 9.5
29 25 Michael McCain Wells Fargo Advisors Naples • • 2,854 10 15
30 19 Keith Rowling Merrill Lynch Wealth Mgmt Palm Beach • • • 1,252 10 20
31 20 William King Merrill Lynch Wealth Mgmt Vero Beach • • • • • 1,386 8 20
32 15 Todd Moll Provenance Wealth | Raymond James Fort Lauderdale • • • • • 4,100 20 50
33 29 Michelle Mayer Merrill PWM Naples • • • 1,911 25 50

34 32 Trevor Fried Morgan Stanley Wealth Mgmt Fort Lauderdale • • • 1,175 2 5
35 N Arnold Kiman Creative Planning Boca Raton • • • 1,095 1.2 2.3
36 10 Conn. Terence Markey Morgan Stanley PWM Vero Beach • • • • 3,933 30 50
37 47 Douglas Braff UBS PWM West Palm Beach • • • 8,067 5 15
38 16 Jose Cabrera Raymond James Coral Gables • • • • • 6,394 5 10
39 28 Andrew Schultz Morgan Stanley PWM Miami Beach • • 954 12.5 40
40 N Scott Pinkerton FourThought Private Wealth Venice • • • • • • 1,194 3.5 7
41 26 Louise Armour J.P. Morgan Wealth Mgmt Palm Beach Gardens • • • • • 1,190 7.5 25
42 38 Manish Mehta UBS PWM Orlando • • • • 1,381 4 5
43 27 Kenneth Burke Merrill Lynch Wealth Mgmt Heathrow • • • 1,928 12 17
44 N Eric Yamin Morgan Stanley PWM Miami • • • 874 10 30
45 52 Randy Hallier Creative Planning St. Petersburg • • • 1,152 1.2 5
46 N Eric Glasband RBC Wealth Mgmt Boca Raton • • • • 1,240 4.6 10
47 30 Thomas Ruggie Ruggie Wealth Mgmt Tavares • • • • 938 1.1 2.8
48 42 Adam Palmer Graystone Consulting | Morgan Stanley Tampa • • • • • • 5,609 5 5
49 56 Jeremy Ruccio Merrill PWM Miami • • 2,618 100 200
50 33 William Merriam Merrill Lynch Wealth Mgmt Jacksonville • • • • • • 1,365 2 5
51 75 Chris Garvin UBS Financial Services Fort Lauderdale • • • 1,619 3 8
52 62 Trent Leyda Morgan Stanley Wealth Mgmt Vero Beach • • • • • 1,702 7.5 15
53 34 Aimee Cogan Morgan Stanley Wealth Mgmt Sarasota • • • • 1,379 10 20
54 44 Kurt Sylvia J.P. Morgan Wealth Mgmt Palm Beach Gardens • • • • 1,346 15 25
55 N Robert Dwyer Merrill Lynch Wealth Mgmt Punta Gorda • • • • 8,379 3 5
56 50 Gregory Pollock Merrill Lynch Wealth Mgmt Rockledge • • • • 2,821 4 5.5
57 37 Nick Sadowsky UBS PWM Boca Raton • • 3,271 20 50
58 61 Kevin Johnson Morgan Stanley PWM Naples • • 1,300 35 50
59 N Matt Kilgroe Cyndeo Wealth Partners St. Petersburg • • • 1,385 6 10
60 40 Thais Piotrowski Ameriprise Financial Boca Raton • • • 1,180 0.8 2
Customers

Rank
61 49 Steven Wagner Omnia Family Wealth Aventura • • $2,018 $30 $50

62 N Eric Applewhite Morgan Stanley Wealth Mgmt Boca Raton • • • 2,428 2 5
63 63 Jeff Hausinger All Seasons Wealth | Raymond James Tampa • • • 765 1.2 2
64 N Rachael Naylor Morgan Stanley PWM Jacksonville • • • 9,054 50 100
65 45 Rachel Barzilay Merrill Lynch Wealth Mgmt Boca Raton • • • 1,289 6 10
66 46 Gregory O'Hare Merrill PWM Palm Beach Gardens • • 1,097 25 40
67 43 Christopher Aitken UBS PWM Ponte Vedra Beach • • 948 25 40
68 41 William LaPato Merrill Lynch Wealth Mgmt Boca Raton • • • 806 5 8
69 35 Daryn Pingleton Merrill Lynch Wealth Mgmt West Palm Beach • • • 1,321 4.5 8
70 39 Janet Franco Gordon Morgan Stanley Wealth Mgmt Coral Gables • • 1,037 8.5 24
71 N Paul Wood Raymond James Orlando • • • • 1,525 0.8 1.5
72 58 Andrew Plum UBS Financial Services West Palm Beach • • 1,314 15 25
73 68 Matthew Lytell Riverwalk Wealth | Northwestern Mut. Tampa • • • 1,225 2.6 6
74 59 Erick Ellsweig Merrill Lynch Wealth Mgmt West Palm Beach • • 2,154 3.8 7
75 76 George Perez GenTrust Miami • • 2,602 12.1 20
76 60 Stephen Ruvituso Merrill Lynch Wealth Mgmt Palm Beach Gardens • • 1,042 15 35
77 51 Michael Silver Baron Silver Stevens Financial Adv. Boca Raton • • • • • 902 1 4
78 35 N.J. Adam Gurien Merrill Lynch Wealth Mgmt Palm Beach Gardens • • • • • 887 4 6.5
79 N Bryce Kenny Morgan Stanley PWM Tampa • • 1,174 30 300
80 N Shon Flaharty Flaharty Asset Mgmt Clearwater • • • • 954 0.7 5
81 31 Michael Romanchuk Merrill Lynch Wealth Mgmt Miami • • • • 1,594 8 15
82 54 Adam Rosenfeld Merrill PWM Miami • • 1,194 35 400
83 64 Neil Kishter Merrill PWM Boca Raton • • 1,369 5 20
84 55 Lucas Haber Merrill Lynch Wealth Mgmt Daytona Beach • • • 732 2.5 3.5
GEORGIA
1 2 James Hansberger Morgan Stanley PWM Atlanta • • • $3,500 $20 $50

2 1 Rod Westmoreland Merrill PWM Atlanta • • 4,283 50 60
3 4 Brian Frank Morgan Stanley PWM Atlanta • • • 2,965 5 25
4 3 Robert Balentine Balentine Atlanta • • • • 5,240 21.6 25
5 5 Andrew Harbour Morgan Stanley Wealth Mgmt Atlanta • • • • • 10,100 5 10
6 7 Craig Savage William Blair Atlanta • • • • 6,011 20 30
7 14 Earle Dodd UBS Financial Services Atlanta • • 6,698 350 700
8 N Michael Merlin Rockefeller Capital Mgmt Atlanta • • 1,950 10 25
9 6 Wes Moss Capital Investment Advisors Atlanta • • • 3,876 1.5 2.5

10 8 Ron Hughes Merrill PWM Atlanta • 1,601 50 55
11 16 Justin Ryan Rockefeller Capital Mgmt Atlanta • • 1,822 50 125
12 9 Buck Wiley III Merrill PWM Atlanta • • • 3,171 20 30
13 19 Leslie Lauer UBS PWM Atlanta • • • 4,382 25 60
14 15 Saul Levy Morgan Stanley Wealth Mgmt Atlanta • • 2,056 12 15
15 12 Bert Ponder Merrill PWM Atlanta • • • 2,420 15 30
16 21 Jay Jowers Merrill PWM Atlanta • • 3,460 40 50
17 18 Michael Hines Consolidated Plan. | Raymond James Atlanta • • • • 1,073 2.5 4
18 N James Kaufman Merrill Lynch Wealth Mgmt Atlanta • • • • 112,497 10 30
19 20 Charles Hoke CIBC Private Wealth Atlanta • • • • 1,649 25.4 30
20 N David Mack Merrill Lynch Wealth Mgmt Atlanta • • • • 112,497 25 100
21 22 David Skid Morgan Stanley Wealth Mgmt Atlanta • • • 1,661 5 10
22 13 Donna Joyner Merrill Lynch Wealth Mgmt Alpharetta • • 1,310 10 20
23 11 Al Parker Morgan Stanley PWM Atlanta • • 1,869 50 100
24 25 Ryan Smith Northwestern Mutual Atlanta • • • 1,131 2.5 5
25 24 Scott Thompson CIBC Private Wealth Atlanta • • 2,071 29.3 50
26 30 Andy Zager UBS Financial Services Atlanta • • • 777 4 5
27 23 Graham Roberts Morgan Stanley Wealth Mgmt Atlanta • • 2,240 7.5 15
28 26 Todd Urowsky UBS Financial Services Atlanta • • • 3,151 10 15
29 N Rebecca Glasgow UBS PWM Atlanta • • 4,382 25 60
30 28 Thomas Epperson Rockefeller Capital Mgmt Atlanta • • 1,171 25 50
HAWAII
1 N Eric Fujimoto Ameriprise Financial Honolulu • • $1,019 $1.1 $5
2 N Wang Kar Lee Morgan Stanley Wealth Mgmt Honolulu • • • • • • 1,634 1.5 3.5
3 3 James Bennett Morgan Stanley PWM Honolulu • • • • 1,669 1.8 4
Customers

Rank
4 1 Peter Backus Morgan Stanley Wealth Mgmt Honolulu • • • • • • $2,062 $3 $5

5 4 Matthew Megorden UBS Financial Services Honolulu • • • 694 5 10
6 N Robert Saracco Merrill Lynch Wealth Mgmt Honolulu • • • 444 3 5
IDAHO
1 1 Robert Brian King RBC Wealth Mgmt Eagle • • $915 $5 $10
2 2 Bruce Davidson Wells Fargo Advisors Boise • • • • 943 5 20
3 3 Sandra Dalton UBS Financial Services Boise • • • • • 1,087 5 15
4 6 Uwe Ruttke Merrill Lynch Wealth Mgmt Boise • • • 999 4 10
5 5 Justin Samples Ameriprise Financial Boise • • • • 840 1 1.9
6 N Andy Dodson Edward Jones Nampa • • • 351 1 1
ILLINOIS
1 1 John Cultra William Blair Chicago • • • $5,258 $18 $28
2 4 Thomas Wilson William Blair Chicago • • • 4,785 15 25
3 2 Steven Hefter HLM Capital Wealth Mgmt Highland Park • • 6,500 12 30
4 3 Paul Tashima UBS Financial Services Chicago • • 33,025 77 250
5 5 David Mabie Chicago Capital Chicago • • • 3,103 5 10
6 15 Louise Lane William Blair Chicago • • • • 3,471 4 7
7 7 Andrew Griffo Morgan Stanley Wealth Mgmt Chicago • • • • 48,229 10 20
8 10 Steve Jesanis William Blair Chicago • • • • • 3,417 6 25
9 14 Tom Bridges CIBC Private Wealth Chicago • • • • 4,277 4.6 7.5
10 9 Raj Bhatia Merrill PWM Chicago • • • 2,718 15 25
11 6 Brian Hahn Neuberger Berman Chicago • • 2,160 25 50
12 42 Peter Lee Summit Trail Advisors Chicago • • • 3,201 25 60
13 11 Scott Magnesen Morgan Stanley Wealth Mgmt Oak Brook • • • 5,468 0.5 3
14 13 Carlette McMullan William Blair Chicago • • • • 2,189 5 15

15 12 James Whitney Graystone Consulting | Morgan Stanley Chicago • • 4,911 40 100
16 18 Steve Elkins William Blair Chicago • • • 1,733 1 5
17 17 Daniel Fries Merrill Lynch Wealth Mgmt Chicago • • • 1,615 3 5
18 22 Daniel Grant William Blair Chicago • • 2,020 15 20
19 16 Robert Fix William Blair Chicago • • • 1,586 1.5 5
20 23 Kristina Van Liew Graystone Consulting | Morgan Stanley Chicago • • • • 10,369 150 100
• • •
21 27 Kathleen Roeser Morgan Stanley Wealth Mgmt Chicago 1,975 8 18

22 36 Matthew Dillig The Dillig Bowen Group | Hightower Northbrook • • • 1,533 35 50
23 38 Benjamin Klein Merrill Lynch Wealth Mgmt Northbrook • • • 1,301 7.5 10
24 31 David Wright Merrill PWM Chicago • • • 3,163 25 40
25 19 Louis Paster UBS Financial Services Chicago • • 33,025 77 250
26 30 Brad DeHond Morgan Stanley PWM Chicago • • • 3,190 52.6 60
27 32 Sharon Oberlander Merrill Lynch Wealth Mgmt Chicago • • • 1,925 5 12
28 35 Russell McLean McLean Wealth Mgmt | Wells Fargo Oak Brook • • • 2,987 2.5 7.5
29 25 Michael Schaffer Wells Fargo Advisors Deerfield • • • 1,590 15 30
30 N Vanessa Martinez The Lerner Group | Hightower Deerfield • • • 1,794 5 20
31 N W Janet Dougherty Cresset Chicago • • 6,429 25 25
32 34 Joseph Kartheiser Morgan Stanley PWM Chicago • • 2,008 15 25
33 33 Walter JR Gondeck The Lerner Group | Hightower Deerfield • • • 1,794 5 20
34 29 Ted Davis Morgan Stanley Wealth Mgmt Chicago • • 1,001 2.5 3
35 41 Jay Maltby UBS PWM Chicago • • 3,101 15 20
36 40 David Wilkinson Morgan Stanley PWM Chicago • 1,036 35 40
37 48 Michael Sakach Graystone Consulting | Morgan Stanley Chicago • • 4,919 40 100
38 56 Brian Marshall William Blair Chicago • • • • 1,124 3 5
39 39 Michael Cohen Morgan Stanley Wealth Mgmt Chicago • • • 2,153 2 2
40 47 Ajay Desai UBS PWM Chicago • • • 1,919 50 300
41 26 Tom Kilborn Merrill Lynch Wealth Mgmt Northbrook • • • 1,323 5 7.5
42 N John Stevenson Jr. Wells Fargo Advisors Quincy • • • • 1,837 3 4
43 44 Robert Siracusano Wells Fargo Adv. Financial Network Naperville • • • 925 3.5 4
44 37 James Oberheide Morgan Stanley PWM Chicago • • 3,943 50 75
45 45 Brian Speers Merrill Lynch Wealth Mgmt Oak Brook • • • 1,602 3.5 5
46 21 Kevin Lynch Morgan Stanley PWM Chicago • • 1,645 48 60
47 52 Bruce Becker Morgan Stanley Wealth Mgmt Chicago • • • 1,295 7 20
48 N Thomas Marx William Blair Chicago • • • • 1,179 6 12
Customers

Rank
49 54 John Hammond Merrill Lynch Wealth Mgmt Northbrook • • • $1,296 $5 $8

50 59 Jason Beckwith Merrill Lynch Wealth Mgmt Chicago • • • 1,057 3 5
51 43 Sean Lannan Morgan Stanley Wealth Mgmt Chicago • • 3,489 2.5 3
52 53 Benjamin Leshem HLM Capital Wealth Mgmt Highland Park • • 6,500 12 30
53 60 Jacqueline Moss William Blair Chicago • • 1,169 30 40
54 49 David Sheppard Merrill Lynch Wealth Mgmt Deer Park • • 936 7 9
55 N Brett White Ameriprise Financial Oakbrook Terrace • • 1,159 0.9 2
56 46 Dan Hoffmann Morgan Stanley Wealth Mgmt Chicago • • 3,488 2.5 2.5
57 55 Christopher Garrity Merrill Lynch Wealth Mgmt Northbrook • • • 1,830 3 5
58 N Bruce K Lee Keebeck Wealth Mgmt Chicago • • 1,600 15 50
59 N Laura Linger William Blair Chicago • • • 863 5 25
60 50 Kyle Chudom Morgan Stanley Wealth Mgmt Oak Brook • • • 1,252 1 3
INDIANA
1 2 John Cate Merrill Lynch Wealth Mgmt Indianapolis • • • $23,782 $425 $1,000
2 1 Wm. Craig Dobbs Graystone Consulting | Morgan Stanley Indianapolis • 37,961 294.6 231.8
3 3 John Perry Morgan Stanley Wealth Mgmt Indianapolis • • • 1,415 10 25
4 5 Eric Payne Merrill Lynch Wealth Mgmt Indianapolis • • • • • 2,818 5 8
5 4 Martin Gregor Merrill PWM Indianapolis • • • 2,831 50 80
6 6 Christopher Moore Ameriprise Financial Fort Wayne • • • 1,209 2 3.5
7 7 Ronald Mencias Merrill Lynch Wealth Mgmt Indianapolis • • • • • 2,818 5 8
8 11 Brian Austin Ameriprise Financial Indianapolis • • 1,151 1.3 2.3
9 12 Daniel Finley Merrill Lynch Wealth Mgmt Fort Wayne • • • • 1,341 2 5
10 14 John Schutz Baird Evansville • • 827 0.7 1.7
11 8 Brian Cooke Cooke Financial Group Indianapolis • • • • 2,410 4 6
11 8 Chris Cooke Cooke Financial Group Indianapolis • • • • 2,410 4 6
13 N Eric Brunton Merrill Lynch Wealth Mgmt Indianapolis • • • • 12,430 2.3 4.2
14 10 Jonathan Klausner Morgan Stanley Wealth Mgmt Indianapolis • • • 2,848 5 11
15 17 Scott Saxe Wells Fargo Advisors Evansville • • • 1,028 1 2
16 15 K. Gregory Akers Merrill Lynch Wealth Mgmt Indianapolis • • • • • 1,418 3 5
17 16 Kevin McMullen Merrill Lynch Wealth Mgmt Indianapolis • • • 710 2 2.8
18 13 John Duffy Morgan Stanley Wealth Mgmt Indianapolis • • • • 2,938 4.5 11
IOWA
1 3 Bryan Boesen Morgan Stanley Wealth Mgmt Des Moines • • • $1,249 $5 $10
2 1 Matt Fryar Wells Fargo Advisors Clive • • 1,040 5 10
3 N Scott Leibfried Ameriprise Financial Dubuque • • 1,214 0.6 1.5
4 2 Jeffrey Brandt Ameriprise Financial Fort Dodge • • • 1,022 0.4 3.5
5 4 Timothy Finucan Edward Jones Webster City • • • 809 0.8 4
6 N Eli Wynes United Iowa Financial Iowa City • • • • • 1,200 0.5 0.8
K ANSAS
1 1 Tim Sutton Creative Planning Overland Park • • • $1,470 $1.7 $20
2 N Tom Freeman FCS PWM & Family Office Leawood • • • 1,851 20 35
3 5 Jay Beebe Creative Planning Overland Park • • • • 1,489 1.9 15
4 2 Scott Ferguson Morgan Stanley Wealth Mgmt Leawood • • • • • 2,060 2 9
5 4 Tim Werth Werth Wealth Mgmt | Raymond James Hays • • • • • • 1,242 2 5
6 3 Trey Barnes Mariner Wealth Advisors Overland Park • • • • 2,796 2.2 6
KENTUCK Y
1 1 Barry Barlow Merrill Lynch Wealth Mgmt Louisville • • • • $1,290 $6 $7.5
2 3 Travis Musgrave Merrill Lynch Wealth Mgmt Lexington • • 1,116 6 11
3 4 Thomas Perrone Morgan Stanley Wealth Mgmt Louisville • • • • 1,505 2.1 3.1
4 5 William Watson Ameriprise Financial Owensboro • • • • 1,322 0.8 2
5 2 Philip McCauley Morgan Stanley Wealth Mgmt Louisville • • • • 1,529 7.5 10
6 N Mitch Settle Baird Owensboro • • • 929 0.9 1.8
7 7 Dan Foutch Baird Glasgow • • • • 982 1 2.3
8 9 Douglas Kisker Ameriprise Financial Crestview Hills • • 808 2.3 2.5
9 6 Morgan Fister Morgan Stanley Wealth Mgmt Lexington • • • 678 3 5
10 12 Mark Switow UBS PWM Louisville • • • 956 9 25
11 8 Scott Kelly Merrill PWM Louisville • • • • 1,775 75 100
Customers

Rank
12 10 Dean Donohue Ameriprise Financial Louisville • • • $797 $2.1 $3.4
LOUISIANA
1 1 Curtis Eustis Merrill Lynch Wealth Mgmt New Orleans • • • • • $1,437 $10 $25
2 3 James Spiro Morgan Stanley Wealth Mgmt New Orleans • • • 2,606 1 5
3 5 Jacque Kuchta UBS Financial Services New Orleans • • • 876 3 6
4 N Ira Feld Morgan Stanley Wealth Mgmt Baton Rouge • • • • 1,112 5 8
5 4 Scott Hardie Merrill Lynch Wealth Mgmt New Orleans • • • • 1,516 4 4
6 6 Don Celestin Morgan Stanley Wealth Mgmt Mandeville • • • • 968 3.5 10
MAINE
1 1 Brian Clement RBC Wealth Mgmt Portland • • • $794 $3 $7
2 5 Robertson Breed F.L.Putnam Investment Mgmt Company Portland • • • • 781 4 7
3 2 Jeremiah Burns Morgan Stanley Wealth Mgmt Portland • • • 609 5 20
4 3 Thomas Gower III UBS Financial Services Bangor • • • 799 3.1 5
5 N Melissa Duffy White Pine Wealth Mgmt Falmouth • • • • 934 2 3.5
6 4 Todd Doolan Morgan Stanley Wealth Mgmt Portland • • • • 503 2 3.4
MARYL AND
1 1 Robert Scherer Graystone Consulting | Morgan Stanley Potomac • • • • • $11,514 $25 $25
2 2 Kent Pearce Merrill Lynch Wealth Mgmt Towson • • 2,455 8 15
3 3 Joseph Jacques Jacques Financial Rockville • • 1,501 1.2 3
4 6 Peter Dunne Merrill Lynch Wealth Mgmt Bethesda • • • • • 5,201 50 75
5 7 Jeff Leventhal Hightower Bethesda Bethesda • • 1,385 5 10
6 8 E. Geoffrey Sella SPC Financial | Raymond James Rockville • • 1,219 1 1.6
• • •
7 12 Brett Clifford Morgan Stanley PWM Baltimore 3,173 20 30

8 5 James Meek Graystone Consulting | Morgan Stanley Baltimore • • • • • 3,097 16.6 30
9 11 Ann Marie Etergino RBC Wealth Mgmt Chevy Chase • • • • • • 1,598 7.5 15
10 10 Ross Charkatz Graystone Consulting | Morgan Stanley Potomac • • • • • • 12,630 25 25
11 9 Barry Garber Alex. Brown | Raymond James Baltimore • • • 4,356 15 25
12 13 Gregory Baker Merrill Lynch Wealth Mgmt Bethesda • • • 1,412 3.5 5
13 21 Thomas Lee Lee, Sipe & Assoc. | Raymond James Rockville • • • 1,065 2 3
14 16 Jonathan Murray UBS Financial Services Hunt Valley • • • • 1,881 2 5
15 17 Peter Maller Maller Wealth Advisors Hunt Valley • • • • 885 1.7 7.4
16 19 Nicholas Serenyi Morgan Stanley Wealth Mgmt Rockville • • • • 2,504 3 5
17 N Richard Wagener Wagener Lee Wealth | Raymond James Columbia • • • • • 925 2 5
18 18 Phil Rauch William Blair Baltimore • • • • 1,228 5 20
19 22 Ryan Bowman Morgan Stanley Wealth Mgmt Rockville • • • • 2,504 3 7
20 N Michael Riley RBC Wealth Mgmt Rockville • • • 863 2.1 5
21 N Adam Rorrer Morgan Stanley Wealth Mgmt Bethesda • • • • • • 1,280 3.6 10
22 24 William Orr Merrill PWM Frederick • • • • 1,312 20 25
23 N Bradley Hill Morgan Stanley Wealth Mgmt Easton • • • 1,722 5 15
24 N Beth Rosenwald RBC Wealth Mgmt Baltimore • • • 670 2.5 4
MASSACHUSET TS
1 2 Raj Sharma Merrill PWM Boston • $6,394 $10 $15
2 1 Peter Princi Graystone Consulting | Morgan Stanley Boston • • • • • 7,475 10 200
3 4 Susan Kaplan Kaplan Financial Services Newton • • 2,775 4.5 10
4 12 Devin Condron Morgan Stanley PWM Boston • • 5,158 30 50
5 10 John Lechner Morgan Stanley PWM Boston • • 7,635 25 100
6 6 Brian Strachan Morgan Stanley PWM Boston • • • 2,468 10 18
7 9 Daniel Wilson Ameriprise Financial Auburndale • • 4,379 0.5 5
8 8 Victor T. Livingstone Morgan Stanley PWM Boston • • • • 7,704 35 100
9 5 Richard F. Connolly Morgan Stanley PWM Boston • • • • • • 8,159 20 30
10 7 Thomas Bartholomew Bartholomew & Company Worcester • • • 3,552 2.3 9.5
11 13 Charles S. Bean III Heritage Financial Services Westwood • • • 2,100 2.5 4
12 15 Raju Pathak Morgan Stanley Wealth Mgmt Boston • • • 2,290 8 20
13 23 Eric Riak CIBC Private Wealth Boston • 2,535 97.5 150
14 21 David Javaheri Morgan Stanley Wealth Mgmt Wellesley • • 1,941 7 15
15 16 William Sullivan UBS PWM Boston • • 1,700 25 50
16 17 Mary Mullin Merrill Lynch Wealth Mgmt Boston • • 1,954 5 20
Customers

Rank
17 18 Peter Noonan J.P. Morgan Wealth Mgmt Boston • • • $2,641 $15 $75
18 22 Ira Rapaport New England Private Wealth Advisors Wellesley • • 2,435 7.7 9
19 20 John Spooner Morgan Stanley Wealth Mgmt Boston • • • 1,402 25 70
20 N Domenic Marinelli Morgan Stanley Wealth Mgmt Boston • • • 842 5 10
21 N Terrence McMahon Morgan Stanley PWM Boston • • • 7,638 25 100
22 26 Stephen Kelliher Morgan Stanley Wealth Mgmt Norwell • • • • • • 4,748 10 10
23 25 Gary McGuirk Merrill PWM Boston • • 2,919 28 55
24 28 Carl Cafaro Merrill Lynch Wealth Mgmt Newton • • • • 4,516 15 25
25 N Jason Traino Morgan Stanley Wealth Mgmt Middleton • • • • 2,412 3 15
26 19 Richard Miller Ameriprise Financial Wellesley • • • 1,500 0.7 1.5
27 N Michael Miller Wellesley Asset Mgmt Wellesley • • • • 3,090 2 5
28 14 Cory Schauer Alex. Brown | Raymond James Boston • • 2,634 11 25
29 29 Mark Winthrop Winthrop Wealth Westborough • • • • 1,621 3 8
30 24 Debra Brede D.K. Brede Investment Mgmt Needham • • • • 1,494 2.5 4
MICHIGAN
1 1 Charles C. Zhang Zhang Financial Portage • • • $4,778 $5 $10
2 2 David Kudla Mainstay Capital Mgmt Grand Blanc • • • 3,770 2 4
3 3 Jeffrey Fratarcangeli Fratarcangeli Wealth Mgmt Bloomfield Hills • • • 3,350 8 25
4 7 Timothy Long Merrill Lynch Wealth Mgmt Grand Rapids • • • • • • 6,565 7.5 10
5 4 Dana Locniskar Merrill PWM Troy • • 3,737 15 25
6 6 Philip Appel Merrill Lynch Wealth Mgmt Bloomfield Hills • • • 3,097 6.2 7
7 8 Melissa Spickler Merrill Lynch Wealth Mgmt Bloomfield Hills • • • 1,504 2 5
8 9 Kevin VanDyke Bloomfield Hills Financial Bloomfield HIlls • • • 1,872 2 4
9 12 Leo Stevenson Merrill Lynch Wealth Mgmt Wyandotte • • • • • • 1,150 1.5 2.5
10 11 David Brazen Ameriprise Financial Troy • • 2,888 1 3
11 10 Brian Brice Graystone Consulting | Morgan Stanley Birmingham • • • • 5,736 5 10

12 14 Frank Migliazzo Merrill PWM Troy • • 1,653 10 30
13 13 Frank Moore Vintage Financial Services Ann Arbor • • 880 1.6 2.4
14 19 Nicole Christians Merrill Lynch Wealth Mgmt Farmington HIlls • • • • 2,818 1 5
15 15 Marie Vanerian Merrill Lynch Wealth Mgmt Troy • • • • • 2,812 20 20
16 20 Aaron Romain Merrill Lynch Wealth Mgmt Farmington Hills • • • • 2,818 1 5
17 18 Timothy Brice Graystone Consulting | Morgan Stanley Birmingham • • • • 5,664 5 10
• •
18 21 Richard Bloom Bloom Advisors Farmington Hills 1,411 0.8 1.1

19 23 William Mackay Merrill Lynch Wealth Mgmt Grand Rapids • • • • • 6,565 10 15
20 N Lyle Wolberg Telemus Capital Southfield • • • 3,258 2.8 4.8
21 17 Abraham Post Merrill Lynch Wealth Mgmt Troy • • • 1,152 5 10
22 22 Michael Rosloniec Graystone Consulting | Morgan Stanley Grand Rapids • • • • • 8,675 90 250
23 N Mark Fudold Morgan Stanley Wealth Mgmt Troy • • • 809 1.3 5
24 25 Jay McGill Merrill Lynch Wealth Mgmt Auburn Hills • • • 1,128 2.5 5
25 28 Scott Bernecker Merrill Lynch Wealth Mgmt Grand Rapids • • • • • • 1,965 10 15
26 24 Chris Wilker Morgan Stanley Wealth Mgmt Troy • • • 816 2 5
27 29 Eric Furlotte Ameriprise Financial Farmington Hills • • • 2,888 1 3
28 N James Kruzan Kaydan Wealth Mgmt Fenton • • 662 1.7 2.5
29 N Jon Vigi UBS PWM Birmingham • • • • • • 1,000 10 25
30 N Robert Bradley Morgan Stanley Wealth Mgmt Farmington Hills • • • 1,379 1.8 3
MINNESOTA
1 1 Richard S. Brown JNBA Financial Advisors Bloomington • • • $2,026 $1.5 $2
2 N Rob Metcalf UBS PWM Wayzata • • 2,979 50 100
3 3 Louis Close UBS PWM Wayzata • • 2,622 10 25
4 4 Christina Boyd Merrill Lynch Wealth Mgmt Wayzata • • • 1,949 7.5 15
5 5 Charlie Kelley Compass Capital Mgmt Minneapolis • • • • 1,879 6 10
6 7 Ben Marks Marks Group Wealth Mgmt Minnetonka • • • • • 1,781 2 5
7 12 Aaron Howe RBC Wealth Mgmt Wayzata • • • 1,239 5 10
8 8 Jesse Bull UBS PWM Wayzata • • • 1,433 10 20
9 18 Michelle Young Ameriprise Financial Edina • • • 1,148 1.1 2.8
10 9 David A. Olson Morgan Stanley Wealth Mgmt Rochester • • • • 867 3.5 7.5
11 10 Michael Slaggie Slaggie Capital | Raymond James Winona • • • • 1,800 1 2.5
12 13 Randy Doroff Ameriprise Financial Bloomington • • 974 1.3 2.5
13 11 Robert Swiller UBS Financial Services Minneapolis • • • 903 2 10
Customers

Rank
14 N Joseph Loftus UBS Financial Services Minneapolis • • • $1,119 $15 $25

15 14 Jacob Creydt UBS Financial Services Bloomington • • • • 1,243 2 3
16 16 Mark Joern Ameriprise Financial Minneapolis • • 1,175 3 5
17 17 Royal Jaros Ameriprise Financial Apple Valley • • • 1,062 1 2.1
18 19 Rhett Neuman RBC Wealth Mgmt Stillwater • • • • 727 1 3
19 24 Theresa Ward Merrill PWM Minneapolis • • 942 5 10
20 N Derek Cherne UBS PWM Wayzata • • 956 10 25
21 23 Michael Erpelding Erpelding WM | Northwestern Mutual Edina • • • 932 0.4 0.5
22 15 Frank Summers Merrill Lynch Wealth Mgmt Minneapolis • • • 1,270 1.5 2.5
23 N Chris Watkins UBS PWM Minneapolis • • • 2,622 15 25
24 21 William Sukup Wealth Enhancement Group Woodbury • • • 640 1.2 1.8
MISSISSIPPI
1 1 Bill Rush Mosby UBS Financial Services Jackson • • • • $1,647 $2.5 $4.5
2 N Melanie Dowell Morgan Stanley Wealth Mgmt Ridgeland • • • • 1,813 5 10
3 2 John McRae Raymond James Meridian • • • • • • 898 0.4 1
4 3 Arthur Finkelberg Raymond James Ridgeland • • • 612 1.5 2
5 4 Lynn Phillips-Gaines Phillips Financial | Raymond James Starkville • • • 325 1 2
6 5 Bill Geary Raymond James Jackson • • • • 1,144 2 6
MISSOURI
1 2 Michael Jefferies UBS Financial Services Kansas City • • • • $4,167 $1 $3
2 1 Michael Moeller Moeller Investment Group Chesterfield • • • • • • 2,180 3 5
3 3 Bud King UBS PWM St. Louis • • 1,668 10 30
4 6 Seth Murray Ameriprise Financial Springfield • • 2,636 1 2
5 4 Diane Compardo Moneta Group Clayton • • 2,240 15 18
6 5 Mark Wilkins UBS PWM Clayton • • 1,042 34.7 75

7 8 Kathleen Youngerman Morgan Stanley PWM Chesterfield • • • 570 35 75
8 14 Scott Underwood Socium Adv. | Northwestern Mutual St. Louis • • • • 1,017 1.4 5.5
9 10 James Hise Merrill PWM Kansas City • • • 1,468 13.5 18
10 11 Dennis Williams Morgan Stanley PWM Kansas City • • • 1,909 8 14
11 N Shawn Williams Merrill PWM Frontenac • • • • 5,614 100 100
12 9 Theresa Gorin Merrill Lynch Wealth Mgmt Chesterfield • • • 863 3 5
• • • •
13 17 Bradford Koeneman Moneta Group Clayton 870 8 10

14 7 Gordon Hamilton III Morgan Stanley Wealth Mgmt Kansas City • • • 1,627 1.5 1.5
15 13 Donald Swanson Edward Jones Joplin • • 662 0.6 1.1
16 12 Robert Millner Morgan Stanley Wealth Mgmt Clayton • • • 1,707 2 5
17 15 James Moore Wells Fargo Advisors Clayton • • • 800 3 6
18 N John Gatewood Gatewood Wealth Solutions St. Louis • • • 850 0.6 2.8
MONTANA
1 1 James B. Stack Stack Financial Mgmt Whitefish • • • $1,603 $2 $5
2 2 Jared Losing Ameriprise Financial Missoula • • • 906 0.3 2.2
3 4 Todd Vralsted UBS Financial Services Billings • • • • 1,408 2 7
4 5 Charles Wagner Merrill Lynch Wealth Mgmt Billings • • • • 2,608 2.5 5
5 3 William Royer UBS Financial Services Billings • • • • • 1,408 3 7
6 N Joshua Hedge Merrill Lynch Wealth Mgmt Billings • • • • 2,608 2.5 5
NEBR ASK A
1 3 Jim Siemonsma Mariner Wealth Advisors Omaha • • • $2,092 $1.2 $3
2 2 Andrew Robinson Morgan Stanley Wealth Mgmt Omaha • • • 2,385 9.8 15
3 4 Ryan Swartz Creative Planning Omaha • • • 3,608 2.2 15
4 5 Jason Dworak UBS PWM Lincoln • • 1,486 8 20
5 6 John Garlock RBC Wealth Mgmt Omaha • • • • • 1,150 3 5
6 N Tim Harrison Harrison Financial | Northwestern Mut. Omaha • • • 830 0.7 8.9
NEVADA
1 80 Calif. Mark Binder UBS PWM Las Vegas • $5,134 $35 $50
2 1 Randy Garcia The Investment Counsel Company Las Vegas • • • 1,713 5.5 10
3 59 Calif. Keith Tanabe Merrill Lynch Wealth Mgmt Henderson • • • • • • 7,028 5 15
4 113 Calif. Phillip Scott Merrill Lynch Wealth Mgmt Reno • • • 1,021 3 12
Customers

Rank
5 2 Deborah Danielson Danielson Financial | LPL Financial Las Vegas • • • $646 $2 $5

6 6 Geoffrey Lee Ameriprise Financial Henderson • • • 847 1.3 3
NEW HAMPSHIRE
1 1 Robert Bonfiglio Ameriprise Financial Bedford • • $2,647 $3 $4
2 2 John Habig Morgan Stanley Wealth Mgmt Portsmouth • • • 541 1.5 3
3 N Brent Kiley Ameriprise Financial Bedford • • 2,268 0.8 2
4 3 Brian Doyle Wells Fargo Advisors Hanover • • • • • 1,300 5 10
5 4 P. Kevin O'Brien P. Kevin O’Brien WM Group | Wells FargoPortsmouth • • • 538 1.5 3.5
6 5 Sean Doyle Merrill Lynch Wealth Mgmt Manchester • • • 534 2 2.5
NEW JERSEY
1 11 Michael Ricca Morgan Stanley Wealth Mgmt Florham Park • • • $5,114 $8 $15
2 1 Gary Tantleff UBS Financial Services Warren • • 7,090 9 10
3 3 Daniel Schwartz UBS PWM Paramus • • 3,324 25 40
4 2 Mary Deatherage Morgan Stanley PWM Little Falls • • 3,833 10 25
5 20 Scott Mahoney Morgan Stanley PWM Morristown • • 1,410 20 30
6 12 Andy Schwartz Bleakley Financial Group Parsippany • • • • 2,300 3 5
7 6 Mark Lippman Wells Fargo Advisors Linwood • • • • 2,530 2.5 4
8 13 Elliott Kugel Merrill Lynch Wealth Mgmt Bridgewater • • • 2,245 2.8 4
9 16 Mark Fendrick UBS Financial Services Mount Laurel • • 1,531 5 7
10 7 John Micera RBC Wealth Mgmt Florham Park • • • • • 1,625 6.5 13
11 8 Bruce Pomerantz Wells Fargo Advisors Short Hills • • • 1,909 7 15
12 17 Thomas Meyer Meyer Capital Group Marlton • • • 1,535 2 4
13 5 Richard Udine Morgan Stanley Wealth Mgmt Mount Laurel • • • 1,754 3.5 5
• •
14 9 Christopher Cook Merrill Lynch Wealth Mgmt Florham Park 2,253 6 10

15 25 Neil McPeak Wells Fargo Advisors Linwood • • • • 1,750 2.5 5
16 18 Jack Burke Merrill Lynch Wealth Mgmt Florham Park • • 5,669 10 20
17 110 N.Y. Michael Taggart J.P. Morgan Wealth Mgmt Morristown • • • 1,007 10 20
18 21 L. Marc Shegoski UBS Financial Services Princeton • • • • 5,710 42 70
19 22 Mark Tobias Morgan Stanley Wealth Mgmt New Brunswick • • 836 5 10
20 19 Bruce Gsell Merrill Lynch Wealth Mgmt Iselin • • • • 16,397 2.5 5
21 N Yash Dalal Morgan Stanley Wealth Mgmt Paramus • • • 860 6 10
22 24 Mark Cortazzo Wealth Enhancement Group Parsippany • • • • 932 2.5 7.5

23 N Mary Guza Morgan Stanley Wealth Mgmt Florham Park • • • 4,803 8 15
24 26 Ken Schapiro Condor Capital Mgmt Martinsville • • • • 1,588 2.5 3.8
25 29 Bruce Barth Merrill Lynch Wealth Mgmt Short Hills • • • • 2,317 2.3 3.5
26 36 David Briegs Merrill Lynch Wealth Mgmt Bridgewater • • • 2,245 2.8 4
27 39 Raymond Chase UBS PWM Florham Park • • • 1,645 8 10
28 41 Anthony Valente Morgan Stanley Wealth Mgmt Shrewsbury • • • • 2,518 1 2
29 27 Goran Bojovski Merrill Lynch Wealth Mgmt Iselin • • • • 16,397 2.5 5
30 23 Stephen Pollard Merrill Lynch Wealth Mgmt Princeton • • 1,649 5 10
31 34 Francis Bitterly Morgan Stanley Wealth Mgmt Red Bank • • • 728 3 7
32 N Robert Mosera Wells Fargo Advisors Paramus • • • 985 3 5
33 38 Patricia Bell Merrill Lynch Wealth Mgmt Short Hills • • 874 3 5
34 30 James Maltese Merrill Lynch Wealth Mgmt Iselin • • • 1,773 4 5
35 N Reed Finney Bleakley Financial Group Essex Fells • • • 804 2 5
36 31 Greg Makowski CFS Investment Advisory Services Totowa • • • • 1,950 2 5
37 32 Harris Nydick CFS Investment Advisory Services Totowa • • • • 1,950 2 5
38 33 William Munn Ameriprise Financial Paramus • • • 1,097 0.8 3
39 44 Julia Bishop Merrill Lynch Wealth Mgmt Florham Park • • • 2,290 2.5 5
40 40 Steven Rothman UBS Financial Services Red Bank • • • 649 1.5 3
41 45 David Comito Merrill Lynch Wealth Mgmt Florham Park • • • 2,290 2.5 5
42 48 August Zenzius Merrill Lynch Wealth Mgmt Paramus • • • 806 1.8 4.5
43 42 John Hudspeth Merrill Lynch Wealth Mgmt Mount Laurel • • • • • 1,569 3 6
44 46 Karl Kreshpane UBS Financial Services Paramus • • • 863 3.4 6.5
45 43 Michael Axelrod Bleakley Financial Group Fairfield • • • 715 4 6
46 N Charles Belluardo Merrill Lynch Wealth Mgmt Red Bank • • • • 1,734 1.1 3.3
47 N Jack Cooney Bleakley Financial Group Fairfield • • • • 753 2 5
48 N Robert Daddario Merrill Lynch Wealth Mgmt Short Hills • • • $775 $4 $6
Customers

Rank
NEW MEXICO
1 3 Michael Blackwell Morgan Stanley Wealth Mgmt Albuquerque • • • $1,104 $2 $2.8
2 2 Michael Stevens Merrill Lynch Wealth Mgmt Albuquerque • • • 1,547 3 7
3 4 Christopher Cates RBC Wealth Mgmt Albuquerque • • • • 1,350 3 5
4 5 Charles Reardon Morgan Stanley Wealth Mgmt Albuquerque • • • 1,142 2.5 3.5
5 N Kathryn Thompson Merrill Lynch Wealth Mgmt Albuquerque • • • 1,547 3 7
6 6 Ryan Mummert Morgan Stanley Wealth Mgmt Albuquerque • • • • 1,118 2.5 5
NEW YORK
1 1 Lyon Polk Morgan Stanley PWM New York • $40,500 $50 $150
2 2 Richard Saperstein Treasury Partners New York • • • 23,575 15 40
3 3 Ron Vinder Morgan Stanley PWM New York • • • 10,163 75 150
4 4 Ron Basu Morgan Stanley PWM New York • • • • 11,787 30 150
5 13 Holly Newman Kroft Neuberger Berman New York • • • 4,218 15 20
6 5 Seth Finkel Neuberger Berman New York • • • 3,562 7.5 20
7 11 Scott Stackman UBS PWM New York • • • 8,007 75 250
8 9 Jim Detterick Graystone Consulting | Morgan Stanley New York • • • 49,781 5 10
9 8 Scott Wilson Morgan Stanley PWM New York • • 9,628 25 40
10 14 Jason Katz UBS PWM New York • • • 3,895 5 10
11 10 Stephanie J. Stiefel Neuberger Berman New York • • • 2,876 15 45
12 17 Noel Weil Merrill PWM New York • • 15,853 25 75
13 12 Frank Marzano GM Advisory Group Melville • • • 5,744 20 30
14 21 Shawn Rubin Morgan Stanley PWM New York • • 4,071 10 40
15 20 Richard Zinman Morgan Stanley PWM New York • • 5,715 20 50
16 19 William Peterson Neuberger Berman New York • • • 2,372 4.2 13
17 18 Russell Rabito UBS PWM New York • • • 6,293 15 18

18 6 Jonathan Kuttin Ameriprise Financial Hauppauge • • • 4,643 1 4
19 42 Adam Epstein UBS PWM New York • • • • • 3,183 25 50
20 N Fotios Piniros Morgan Stanley PWM New York • • • 10,950 25 100
21 15 Michael Sawyer Morgan Stanley PWM New York • • 2,550 50 80
22 7 Martin Halbfinger UBS Financial Services New York • • • 2,641 20 35
23 39 Glenn Degenaars First Republic Investment Mgmt New York • • • • 4,616 30 100
24 23 Virginia Guy Neuberger Berman New York • • • • 2,069 9 20
25 27 Alexandra Fuhrmann CIBC Private Wealth New York • • 2,193 7.9 10

26 22 Leigh Cohen Merrill PWM New York • • 11,018 20 45
27 16 Robert Stolar Morgan Stanley PWM New York • • 3,404 50 70
28 N Gerard Klingman Klingman & Associates New York • • 3,582 10 15
29 26 Evan Steinberg Morgan Stanley PWM New York • • • • 4,429 10 14
30 49 Justin McCarthy Mariner Wealth Advisors New York • • • • 2,179 3 15
31 34 John Vessa Morgan Stanley Wealth Mgmt New York • • • • 14,984 5 10
32 43 Jordan Mayer J.P. Morgan Wealth Mgmt New York • • • 3,443 15 25
33 30 David Magrone Merrill PWM New York • • • 4,855 75 150
34 29 Patrick J. Schwarz Morgan Stanley PWM New York • • 5,476 25 50
35 41 John Barrett Merrill Lynch Wealth Mgmt New York • • • • 2,862 35 100
36 35 Michael Poppo UBS Financial Services New York • • • • 1,785 8 12
37 33 Joshua Malkin Morgan Stanley PWM New York • • • • 2,563 10 25
38 51 Jason Babb First Republic Investment Mgmt New York • • 4,616 7 15
39 50 Jeffrey Klotz UBS PWM New York • • • • 19,774 8 25
40 31 Andrew Sukhin Morgan Stanley PWM New York • • • 2,990 25 65
41 47 John Longo Graystone Consulting | Morgan Stanley New York • • • 18,676 100 200
42 24 Jonathan Kass Merrill Lynch Wealth Mgmt New York • • 9,184 10 25
43 63 Jonathan Adamsky UBS PWM New York • • • 19,774 7 15
44 48 Mihir Patel Morgan Stanley PWM New York • • 2,919 5 25
45 37 Robert McGinty Merrill PWM New York • • • • 21,303 51 60
46 62 Jeffrey Winik Morgan Stanley Wealth Mgmt New York • • • • 14,988 7 14
47 N Christopher Wimpfheimer J.P. Morgan Wealth Mgmt New York • • • • 35,254 250 250
48 38 Andrew P. Kraus Merrill PWM New York • • • • 21,303 51 60
49 79 Daniel O'Connell Merrill Lynch Wealth Mgmt Garden City • • • 2,388 7.5 25
50 53 Anthony Dertouzos Morgan Stanley PWM New York • • 5,715 20 50
51 54 Joseph Karas Morgan Stanley PWM New York • • • • • 3,139 25 40
Customers

Rank
52 36 Thomas Sullivan Merrill Lynch Wealth Mgmt Garden City • • $2,875 $4 $5

53 52 Elizabeth Weikes J.P. Morgan Wealth Mgmt New York • • 5,650 25 50
54 32 Michael Chrys Merrill Lynch Wealth Mgmt Latham • • • • 6,190 10 15
55 40 Bruce Burrows Morgan Stanley Wealth Mgmt Garden City • • • • 15,382 5 20
56 56 Robert Waldele Merrill Lynch Wealth Mgmt New York • • • 3,873 25 50
57 68 Vishal Bakshi Merrill PWM New York • • • 2,828 75 100
58 45 Lewis Altfest Altfest Personal Wealth Mgmt New York • • • 1,612 2 5
59 44 Brian Bennett UBS Financial Services New York • • • 1,150 3.5 15
60 N Ira Mark Morgan Stanley Wealth Mgmt Jericho • • • 3,395 7.5 20
61 55 David Beyer Morgan Stanley Wealth Mgmt New York • • 2,486 10 25
62 91 Charles Day UBS PWM New York • • 1,042 10 15
63 105 Andrew Hart Morgan Stanley PWM New York • • • 10,217 25 100
64 82 Ryan Lewis Morgan Stanley PWM New York • • • • 49,781 30 70
65 57 Charles Balducci Merrill Lynch Wealth Mgmt New York • • 3,099 9.7 30
66 N M. Robin Krasny Morgan Stanley Wealth Mgmt New York • • 8,683 9 20
67 77 Steven Cannata Merrill Lynch Wealth Mgmt New York • • • • 6,150 0.9 3
68 46 Peter Svarre Merrill Lynch Wealth Mgmt New York • • 2,169 12 30
69 58 Christiane Olsen UBS PWM New York • • • 3,275 5 10
70 N Anthony Maddalena Morgan Stanley Wealth Mgmt Purchase • • • • • • 1,687 1.2 5
71 N Craig Pastolove Morgan Stanley PWM New York • • • 2,897 15 25
72 N John Adelman UBS PWM New York • • • 2,982 10 30
73 88 Doug Mellert Merrill Lynch Wealth Mgmt New York • • • • • 8,030 10 25
74 N Patrick Fruzzetti Rose Advisors | Hightower New York • • 1,298 7 25
75 69 W. Corby May Merrill Lynch Wealth Mgmt Garden City • • • • 1,655 7 17
76 93 Todd DiScala Merrill Lynch Wealth Mgmt New York • • • • • 8,030 10 25
77 N Dennis Cutrone Morgan Stanley PWM New York • • • 3,659 15 35
78 72 James Ryan Merrill PWM New York • • • • • 8,300 100 100

79 89 Andrew Perry UBS PWM New York • • 5,645 30 50
80 74 Courtney Moore Merrill PWM New York • • • • • 8,300 100 100
81 71 Leo Marzen Bridgewater Advisors New York • • 1,800 5 10
82 80 Marc Fischer Graystone Consulting | Morgan Stanley Rochester • • • • • 5,028 60 60
83 64 Michael Bapis Rockefeller Capital Mgmt New York • • • 1,225 5 25
84 81 Peter Arbes Neuberger Berman New York • • • 1,088 3.9 8
85 78 Louise Gunderson UBS PWM New York • • 4,349 9 18
86 107 Emily Rubin UBS PWM New York • • • 2,600 20 30

87 76 Alyssa Moeder Merrill PWM New York • • 5,895 25 150
88 92 Ira Millman Morgan Stanley Wealth Mgmt New York • • • • 2,155 15 35
89 85 Richard Salvino Merrill PWM New York • • 5,895 25 150
90 N Allen Saunders UBS PWM New York • • • 1,104 10 20
91 104 Robert Dyer Merrill PWM New York • • 1,545 43 65
92 97 Lori Van Dusen LVW Advisors Pittsford • • • 2,181 15 35
93 96 Geri Eisenman Pell Ameriprise Financial Rye Brook • • • 1,406 3 5.5
94 106 Roger Tulcin Neuberger Berman New York • • • 1,021 4.3 10
95 N John Sargent Rockefeller Capital Mgmt New York • • • 1,841 50 75
96 94 Steven Strzelecki Morgan Stanley Wealth Mgmt Garden City • • • • 14,468 5 20
97 99 William Einstein UBS PWM New York • • 7,268 5 10
98 N Maria Brisbane Merrill PWM New York • • • 1,168 30 65
99 103 Jordan Waxman Nucleus Advisors New York • • • 1,896 25 50
100 87 Eric Propper CIBC Private Wealth New York • • • 1,728 30.9 75
101 100 Glenn Arthurs UBS Financial Services Buffalo • • • • • 2,996 3.4 6
102 N Barbara Yee Morgan Stanley Wealth Mgmt New York • • • • • 1,063 6 50
103 102 Todd Silaika Merrill Lynch Wealth Mgmt Clifton Park • • • 1,845 3 5.5
104 73 Jay Canell J.P. Morgan Wealth Mgmt New York • • 3,928 20 25
105 83 Ahmet Terzioglu Morgan Stanley Wealth Mgmt Rochester • • • 2,320 5 7
106 90 Lawrence Liebers Merrill Lynch Wealth Mgmt New York • • 1,888 13 25
107 98 Harold Elish UBS PWM New York • • • 3,275 5 8
108 84 Rich Abrams UBS Financial Services New York • • • • 4,531 2.5 5
109 N Paul Lewis UBS PWM New York • • • 2,982 10 30
110 101 Greg DelMonte Stifel New York • • • • 1,790 1 10
111 117 Todd Perry UBS PWM New York • • 5,645 30 50
112 118 William Schoff UBS Financial Services Rochester • • • • 2,596 5 25
Customers

Rank
113 60 Anna Winderbaum Morgan Stanley PWM New York • • $1,917 $50 $100
114 61 Joseph Lerner Morgan Stanley PWM New York • • 1,917 50 100
115 75 Neil Canell J.P. Morgan Wealth Mgmt New York • • • 3,928 15 25
116 N Susan Kingsolver Morgan Stanley PWM New York • • 2,277 20 75
117 95 Eric Snyder Merrill Lynch Wealth Mgmt New York • • 3,099 9.7 30
118 112 Joseph Eisler Morgan Stanley PWM New York • • • 1,300 30 70
119 119 Chris Sebastian Merrill Lynch Wealth Mgmt Buffalo • • • 1,631 3 5
120 N Michael Bromberg Merrill Lynch Wealth Mgmt New York • • • 1,760 3 5
NORTH CAROLINA
1 1 William Oliver Wells Fargo Advisors Charlotte • • $1,966 $10 $25
2 N Greg Cash UBS PWM Charlotte • • 15,627 20 40
3 N Mitchell Wickham UBS PWM Charlotte • • 15,627 20 40
4 2 Brett Hoge Truist Investment Services Winston-Salem • • • • • 1,864 5 15
5 3 John McCardell Merrill Lynch Wealth Mgmt Charlotte • • • 3,960 7.5 15
6 4 Adam Landau Morgan Stanley PWM Charlotte • • • 1,033 20 100
7 5 George Seamen Merrill Lynch Wealth Mgmt Raleigh • • • 1,430 4 6
8 16 Kathleen Malone Wells Fargo Advisors Charlotte • • 4,500 8 12.5
9 6 Kelly Graves Carroll Financial Charlotte • • • 946 1.9 4
10 8 Patrick Rush Triad Financial Advisors Greensboro • • 907 1.2 2
11 N Michael Lappin UBS Financial Services Raleigh • • • 984 6.9 9
12 10 Lee Bryan III Alex. Brown | Raymond James Winston-Salem • • • • • 2,602 25 25
13 9 Bill Smith UBS Financial Services Raleigh • • 1,595 10 20
14 11 Rick Fisher Fisher Wealth Mgmt Burlington • • • • 955 1 2.5
15 13 Mark Walker Ameriprise Financial Charlotte • • • 1,306 1.3 2.5
16 7 Bob McCarthy RBC Wealth Mgmt Raleigh • • 1,697 3.7 21
17 22 Brook Biddy Wells Fargo Advisors North Wilkesboro • • • • 1,437 3.5 6

18 N Mike Absher Absher Wealth Mgmt Chapel Hill • • • 752 1.9 3.5
19 17 Lee Morris Graystone Consulting | Morgan Stanley Raleigh • • • • • 10,880 60 40
20 14 Edwin Purcell Merrill Lynch Wealth Mgmt Fayetteville • • • • • • 1,131 1.8 2.7
21 21 Bill Spry Alex. Brown | Raymond James Winston-Salem • • • • • 2,129 10 25
22 18 Kim Hoffman Edward Jones Wilson • • 610 2 5
23 19 Chris Davis Wells Fargo Advisors Davidson • • • 3,482 2 4
24 15 William Normann The Normann Fin. | Raymond James Sanford • • • 1,158 4 8
25 N Christopher Senvisky Wells Fargo Advisors Davidson • • • 3,482 2 4

26 30 Robert Edmonds Ameriprise Financial Greensboro • • • 589 0.5 0.7
27 20 Thorne James Merrill Lynch Wealth Mgmt Raleigh • • • 763 2.2 2.8
28 25 John Patterson Carroll Financial Charlotte • • • 562 1.7 3.5
29 27 Keith Norman Merrill Lynch Wealth Mgmt Winston-Salem • • • 1,418 3.5 4
30 26 R. Neil Stikeleather Merrill Lynch Wealth Mgmt Charlotte • • • 591 0.8 2.5
NORTH DAKOTA
1 1 Troy Nelson Edward Jones Bismarck • • • $859 $1.8 $4.1
2 5 Joel Bird Ameriprise Financial Bismarck • • 6,497 1 1.5
3 2 Greg Tschetter Edward Jones Minot • • • 429 0.4 0.8
4 3 Matthew Engen Merrill Lynch Wealth Mgmt Fargo • • • 779 3.5 7.5
5 4 Dave Schlafman Ameriprise Financial Bismarck • • • • 3,757 1 2
6 6 Thomas Reule Edward Jones Devils Lake • • 295 0.4 0.7
OHIO
1 1 Valerie Newell Mariner Wealth Advisors Cincinnati • • • $4,765 $3 $7.5
2 2 David Singer Merrill PWM Cincinnati • 4,517 30 50
3 5 Randy Carver Carver Financial | Raymond James Mentor • • • • 2,268 1 2
4 3 David Ellis UBS PWM Cincinnati • • 2,481 5 6
5 4 Kevin Myeroff NCA Financial Planners Mayfield Heights • • • • 2,046 3 3
6 6 Stephen Fish UBS Financial Services Cincinnati • • • • • 1,593 2 10
7 8 Thomas Robertson Graystone Consulting | Morgan Stanley Columbus • • • • • 6,129 2 5
8 10 Michael Chasnoff Truepoint Wealth Counsel Cincinnati • • • 4,294 3 8
9 9 Linnell Sullivan Merrill Lynch Wealth Mgmt Cincinnati • • 2,528 10 15
10 7 Brian Edwards Morgan Stanley Wealth Mgmt Columbus • • • • 1,661 3 10
11 N Blair Cornell UBS Financial Services Miamisburg • • • 1,556 3 5
Customers

Rank
12 21 Paul Carbetta Ameriprise Financial Powell • • • $2,481 $1 $2.9

13 13 Daniel Roe Budros, Ruhlin & Roe Columbus • • • • 3,441 4 6
14 12 Peter Motta Merrill PWM Columbus • • • 3,431 10 50
15 18 Joel Guth Gryphon Financial Partners Columbus • • • 1,441 6.5 7.5
16 23 Robert Bult UBS Financial Services Cincinnati • • • • 3,136 8 25
17 26 Jeffrey Stewart Morgan Stanley Wealth Mgmt Dublin • • • 1,117 5 10
18 19 James Barsella Wells Fargo Advisors Hudson • • • • • 8,200 10 20
19 22 Jeffery Chaddock Ameriprise Financial Gahanna • • 3,147 1.2 1.5
20 20 Sidney Jones Merrill Lynch Wealth Mgmt Canfield • • • • 1,700 4 6
21 27 Jon Shane Merrill Lynch Wealth Mgmt Pepper Pike • • • • 2,271 3 6
22 28 Luke Wiley UBS Financial Services Cincinnati • • • 919 2.5 2.8
23 14 Elizabeth Armitage Merrill Lynch Wealth Mgmt Cincinnati • • • • 1,637 4 6
24 29 Kenneth Wise UBS Financial Services Sylvania • • • 3,723 3 5
25 24 John Krieger Merrill Lynch Wealth Mgmt Pepper Pike • • • 1,284 4 6
26 N Owen McBride UBS Financial Services Cleveland • • • • 3,053 3 5
27 N Gary Young UBS Financial Services Cleveland • • • 875 3 4
28 15 Richard “Rip” Hale Morgan Stanley Wealth Mgmt Beavercreek • • • • • 1,003 2.5 3.5
29 N William Murphy UBS Financial Services Cleveland • • • • 3,053 3 5
30 N Sean O’Reilly Merrill Lynch Wealth Mgmt Cincinnati • • 1,430 5 10
OKL AHOMA
1 1 James Johnson Morgan Stanley PWM Oklahoma City • • • $1,350 $20 $100
2 2 Michael Mazzei Tulsa Wealth Adv. | Raymond James Tulsa • • • • 1,100 1.5 5
3 3 Matthew Monger Merrill Lynch Wealth Mgmt Tulsa • • • • 914 2 6
4 4 Steve Jelley Merrill Lynch Wealth Mgmt Tulsa • • • 1,221 5 10
5 5 Jeffrey Blumenthal Wells Fargo Advisors Oklahoma City • • • 1,196 3.5 5
6 6 Jana Shoulders Mariner Wealth Advisors Tulsa • • • • 2,268 3.1 9

7 7 Donald Jackson UBS Financial Services Tulsa • • • 552 1 1.8
8 8 T. Paul Eagleton Eagleton Brown Inv | Wells Fargo Adv. Tulsa • • • • 1,581 0.5 1
9 9 Jim Eagleton Eagleton Brown Inv | Wells Fargo Adv. Tulsa • • • • • 1,581 1 1.5
10 12 Jeff Galvin Morgan Stanley Wealth Mgmt Tulsa • • 527 5 10
11 10 Matt R. Cain Merrill Lynch Wealth Mgmt Tulsa • • • • 2,349 4.5 6
12 11 D. Kurt Morgan Merrill Lynch Wealth Mgmt Tulsa • • • 2,349 2.5 7.5
OREGON
1 2 Rebecca DeCesaro First Republic Investment Mgmt Portland • • • • $2,129 $6 $10
2 5 Jeffrey Yandle First Republic Investment Mgmt Portland • • • 2,129 6 9
3 3 Joshua Ulmer Graystone Consulting | Morgan Stanley Portland • • • 2,372 25.2 25.2
4 7 William Kiefel Merrill Lynch Wealth Mgmt Portland • • 958 4 10
5 4 Keith Sheppard UBS Financial Services Portland • • • 983 2.5 5
6 12 Edward Lang UBS Financial Services Portland • • 694 4 8
7 6 Glen Clemans CGC Financial Services Lake Oswego • • 848 0.6 0.9
8 8 Chad Martindale Ameriprise Financial Portland • • • 975 1.3 3
9 N Justin Buell Wells Fargo Advisors Portland • • • 518 4 10
10 9 James Wrenn UBS Financial Services Lake Oswego • • • • 733 3 5
11 N Lucas Newman First Republic Investment Mgmt Portland • • • 877 3.5 5
12 10 James Beatty UBS PWM Portland • • • • 835 5 15
PENNSYLVANIA
1 2 Johanna Walters Merrill Lynch Wealth Mgmt Blue Bell • • $6,288 $8.5 $10
2 1 Rob Thomas Mariner Wealth Advisors State College • • • • 2,622 0.4 1
3 3 Peter Rohr Merrill PWM Philadelphia • 6,362 34 100
4 5 Robert Fragasso Fragasso Financial Advisors Pittsburgh • • • • 2,090 0.9 2
5 6 Jim Martin Morgan Stanley PWM West Conshohocken • • • • 8,489 25 50
6 4 Grant Rawdin Wescott Financial Advisory Group Philadelphia • • • • • 2,886 8.5 25
7 7 Patti Brennan Key Financial West Chester • • • 1,676 2 4
8 16 Michael Henley Brandywine Oak Private Wealth Kennett Square • • 1,576 4.3 5.5
9 8 James Rimmel UBS Financial Services Pittsburgh • • • 2,107 2 5
10 9 Dane Burkholder Ameriprise Financial Lancaster • • • • 3,244 0.8 3
11 25 Derek Jancisin Merrill PWM Pittsburgh • • • • 2,864 7.5 10
12 10 John J. Parker Sr. Wells Fargo Advisors Philadelphia • • • 1,950 3 6
Customers

Rank
13 15 Alan Cohn Sage Financial Group Conshohocken • • • • $2,900 $3.5 $5

14 11 Eric Salmansohn Morgan Stanley Wealth Mgmt Philadelphia • • • 1,609 3.8 10
15 18 Virgil Kahl Spring Ridge Financial Group Wyomissing • • 1,111 1 2
16 12 Megan Bailey Merrill Lynch Wealth Mgmt Blue Bell • • 6,288 8.5 10
17 17 Peter Strope UBS Financial Services Canonsburg • • • 1,189 4 5
18 13 Anthony DiValerio Morgan Stanley PWM West Conshohocken • • • 1,627 35 75
19 23 Michael Duckworth Merrill PWM Pittsburgh • • 1,920 25 40
20 32 Jack Hafner J.P. Morgan Wealth Mgmt Philadelphia • • 1,510 40 70
21 20 James Meredith Hefren-Tillotson Pittsburgh • • • • 2,355 2 4
22 21 John Solis-Cohen Wells Fargo Advisors Jenkintown • • • • 1,589 5 12
23 19 Stephen Bealer Merrill Lynch Wealth Mgmt Wyomissing • • • 1,914 3 6
24 33 Samuel Spanos Raymond James Beaver • • 1,005 0.8 1
25 29 Malcolm Cowen Cornerstone Advisors Asset Mgmt Bethlehem • • • • 6,876 40 70
26 28 Robb Boland RBC Wealth Mgmt Philadelphia • • • 1,733 5 20
27 22 Lon Jury Ameriprise Financial Lancaster • • 1,648 0.3 0.6
28 24 George Mastrogiorgos Ameriprise Financial Exton • • • 1,986 1 2
29 30 David Kron Kron & Polis Financial | Wells Fargo Adv. Philadelphia • • • 1,686 4 7
30 31 Andrew Jugan Ameriprise Financial Pittsburgh • • 1,407 1 1.7
31 26 Mark Eskin Janney Montgomery Scott Philadelphia • • • • • 2,319 3 5
32 27 Edward Blumenthal Janney Montgomery Scott Philadelphia • • • • • 2,319 3 5
33 40 Jay Beaulieu Wells Fargo Advisors Radnor • • 3,402 10 15
34 14 Greg Sarian Sarian Strategic Partners | Hightower Wayne • • • 1,310 4.5 12
35 38 Bradford Bernstein UBS Financial Services Philadelphia • • • 4,349 9 18
36 35 Michael Hirthler Jacobi Capital Mgmt Wilkes-Barre • • • • 1,871 3 5
37 42 David Ebner Merrill Lynch Wealth Mgmt Philadelphia • • • 1,739 35 35
38 39 Gregory Hayes Merrill Lynch Wealth Mgmt Yardley • • • • 1,224 3 5
39 48 Thomas Seiler Raymond James Newtown • • • 1,250 6 25

40 43 J. Douglas Moran Merrill Lynch Wealth Mgmt Wayne • • • 838 3.8 6.7
41 46 Peter Sargent Janney Montgomery Scott Yardley • • • 887 2.5 5
42 N Michael Greenly UBS PWM Philadelphia • • 1,100 18 30
43 37 Richard Corcoran Morgan Stanley PWM West Conshohocken • • 2,505 40 50
44 36 Craig Schwartz Wells Fargo Advisors Philadelphia • • • 1,017 2.5 5
45 34 Michael Mattise Radnor Financial Advisors Wayne • • 2,332 4.6 6
46 45 John Minnich Merrill Lynch Wealth Mgmt Wyomissing • • 1,914 3.5 6
47 41 Michael Glovas Morgan Stanley Wealth Mgmt Easton • • • • 1,067 1.6 2

48 47 Barbara Hudock Hudock Capital Group Williamsport • • • 747 1 3
RHODE ISL AND

1 1 Malcolm Makin Raymond James Westerly • • $1,731 $1.5 $3
2 3 John Zitzmann Morgan Stanley Wealth Mgmt Providence • • • 916 5 8
3 5 Denise Roberts Morgan Stanley Wealth Mgmt Newport • • • 713 3 4.3
4 N Mark McAndrew Morgan Stanley Wealth Mgmt Providence • • 606 3 5
5 6 Edythe De Marco Merrill Lynch Wealth Mgmt Providence • • • 1,322 3.3 4.9
6 4 James Hilton UBS PWM Newport • • • 700 12 20
SOUTH CAROLINA
1 1 Rick Migliore Merrill PWM Columbia • • • • • • $4,662 $10 $10
2 2 Bud Kibler Merrill PWM Columbia • • • • • • 4,662 5 10
3 3 Robert Vingi Wells Fargo Advisors Charleston • • • 1,810 12 14
4 4 Cheryl Holland Abacus Planning Group Columbia • • 1,663 6.3 13.2
5 N Kenneth Parham UBS Financial Services Greenville • • • • • • 1,399 3.8 10
6 6 W. Clark Gallivan UBS Financial Services Greenville • • • 820 3.5 5
7 7 George Starnes G3 Wealth Adv. | Northwestern Mutual Columbia • • • • 808 2.2 3.6
8 8 Bert Arrowood UBS Financial Services Greenville • • • • • • 1,399 4 10
9 N Gordon Whittaker Merrill Lynch Wealth Mgmt Columbia • • • • • • 3,960 3.5 5
10 N Kirk Lloyd Merrill PWM Columbia • • • • • 1,427 10 15
11 10 Paul Vannatta Merrill Lynch Wealth Mgmt Charleston • • • • 1,176 2.5 4
12 N Robert Davidson Morgan Stanley Wealth Mgmt Columbia • • • 1,212 3 6
Customers

Rank
SOUTH DAKOTA
1 1 David Hillard RBC Wealth Mgmt Rapid City • • • • • $1,490 $3 $5
2 2 Todd Nelson Merrill Lynch Wealth Mgmt Sioux Falls • • • 3,323 1.5 5
3 N Gordon Wollman Cornerstone Financial | Raymond James Sioux Falls • • 522 0.8 1.5
4 3 Nathan Quello Raymond James Sioux Falls • • • • • 815 1.8 3.5
5 4 David R. Olson Merrill Lynch Wealth Mgmt Sioux Falls • • • 864 2 7
6 N Jon Hauger Edward Jones Dakota Dunes • • • 518 1.5 3
TENNESSEE
1 1 Jay Williams UBS PWM Memphis • • $1,927 $130 $940
2 3 Tim Roberson Merrill Lynch Wealth Mgmt Brentwood • • 3,132 5 8
3 2 Timothy Pagliara CapWealth Advisors Franklin • • • 1,254 3.5 6.7
4 5 Jeffrey Bates Kings Point Capital Mgmt Brentwood • • 1,670 6 7
5 N Brett Bartman RBC Wealth Mgmt Nashville • • • • • 2,291 10 15
6 7 Malcolm Liles Baird Nashville • • • 1,664 5 10
7 10 Stanton Jacobs UBS Financial Services Oak Ridge • • 614 1.3 3
8 9 Charles Kirby UBS PWM Nashville • • • 3,106 35 75
9 8 Matthew Miller Merrill PWM Brentwood • • 1,511 32 75
10 14 Eric Klindt Merrill PWM Nashville • • • • 2,420 15 30
11 4 Brent Trentham Ameriprise Financial Alcoa • • 1,774 1 2
12 12 Gregory Herman LBMC Investment Advisors Brentwood • • • 1,850 3.4 8
13 N Dugan McLaughlin Merrill PWM Knoxville • • • 1,426 30 50
14 13 Elias Hassan Baird Murfreesboro • • • 1,005 2 5
15 11 Christi Edwards Morgan Stanley Wealth Mgmt Nashville • • • 1,342 4 10
16 6 Trey Smith Truist Investment Services Nashville • • • 987 1.2 16
17 N Brock Kidd Raymond James Nashville • • • • 754 5 15

18 15 Thomas Williams Merrill Lynch Wealth Mgmt Memphis • • • 2,302 3 5
TEX AS
1 12 Charles McKinney Morgan Stanley PWM Dallas • $5,380 $50 $100
2 1 Richard Szelc Neuberger Berman Dallas • • 2,452 15 30
3 2 Richard Joyner Tolleson Wealth Mgmt Dallas • • 7,500 45 90
4 20 Ill. Erin Dickes CIBC Private Wealth Dallas • • • 1,639 6 25
5 3 Mike Bollinger Morgan Stanley PWM Houston • • • • 1,889 50 200

6 4 William Corbellini Merrill PWM Dallas • • 4,592 30 35
7 5 Scott Tiras Ameriprise Financial Houston • • • 2,327 4 5
8 8 Kevin Blonkvist RBC Wealth Mgmt Midland • • • • • • 2,782 11 30
9 N Charles Jones Ameriprise Financial Dallas • 1,510 3 6
10 6 Jennifer Marcontell Edward Jones Baytown • • • 1,736 2.7 4.8
11 19 Brent Anderson Morgan Stanley PWM Houston • • 3,920 25 50
12 7 Van Pearcy Van Pearcy’s Wealth Svcs | R. James Midland • • • • 2,019 3 10
13 10 Nestor Vicknair Merrill Lynch Wealth Mgmt Houston • • 6,419 8 12
14 20 R. Scot Smith Morgan Stanley Wealth Mgmt Dallas • • • • 1,221 3.5 7.5
15 13 H. Scott Caven CIBC Private Wealth Houston • • • 1,600 14.5 20
16 15 Tommy McBride Merrill Lynch Wealth Mgmt Dallas • • 2,020 8 15
17 9 Darrell Pennington Ameriprise Financial Houston • • 1,428 1.5 2.5
18 14 Mark Moore UBS PWM Austin • • 2,249 7.2 16
19 23 Frederick de Groot Merrill Lynch Wealth Mgmt The Woodlands • • • • 2,591 8 10
20 10 Wash. Bruce Munster Merrill PWM Dallas • • • 2,669 50 100
21 40 Ryan Long UBS PWM Dallas • • • 4,349 9 18
22 17 Dwight Emanuelson Merrill PWM Dallas • • 4,592 30 35
23 18 Jeffery Price Merrill Lynch Wealth Mgmt Southlake • • • • • 1,384 3.5 5
24 11 Ron Kern Graystone Consulting | Morgan Stanley San Antonio • • • • 5,147 25 30
25 16 Charla McIntyre Fields Ameriprise Financial Hurst • • • 1,586 1.2 1.8
26 30 Brian Tramontano Merrill Lynch Wealth Mgmt San Antonio • • • 1,085 2.6 3.5
27 22 Stephen Engro Beacon Financial Group Dallas • • • 1,040 2 3.8
28 28 Steve Nagel Merrill Lynch Wealth Mgmt Frisco • • 1,810 8 10
29 21 Langston Turner UBS PWM Houston • • 2,471 20 20
30 37 Sean Fitzpatrick Raymond James Houston • • • 1,916 2 5
31 24 William Gouldin Morgan Stanley PWM Houston • • • 1,569 5 10
Customers

Rank
32 26 Bonner Barnes Corda Investment Mgmt Houston • • 1,420 1.1 2

33 33 James Coffee Merrill Lynch Wealth Mgmt Houston • • • 6,940 5 7
34 31 Lewis Metzger Morgan Stanley Wealth Mgmt Houston • • • 1,823 4 6
35 43 Gil Baumgarten Segment Wealth Mgmt Houston • • 1,198 7.1 20
36 46 David Novelli Morgan Stanley PWM Houston • • • 1,816 20 35
37 25 Richard Piatas Merrill Lynch Wealth Mgmt Frisco • • • 4,483 8 20
38 35 Charles Lewis Wells Fargo Advisors Waco • • • • • 1,500 1 4
39 41 Ira Kravitz UBS Financial Services Plano • • • 1,104 5 8
40 59 Doug John Requisite Capital Mgmt Dallas • • 1,261 30 50
41 50 Kevin Dickey Morgan Stanley PWM Dallas • • 1,582 25 40
42 48 J. Michael Fox Merrill Lynch Wealth Mgmt Houston • • • 1,337 2.5 5
43 45 R. Craig Rathjen UBS PWM Houston • • • • • 2,619 50 75
44 N Kenneth Moraif Retirement Planners of America Plano • • 4,568 0.5 0.8
45 39 Carl Fuhrmann III Merrill Lynch Wealth Mgmt San Antonio • • • 1,152 4 10
46 N J. Craig Falls Enclave Advisors Austin • • • 1,300 40 50
47 49 Anupam Johri Morgan Stanley Wealth Mgmt Dallas • • • 977 1.5 2.5
48 29 Champ Warren Merrill PWM Houston • • 3,559 25 50
49 32 Reed Smith Merrill PWM Houston • • 3,559 25 50
50 55 Mark Gladstein Merrill Lynch Wealth Mgmt Houston • • 1,923 6 15
51 67 Brent Chappell Merrill Lynch Wealth Mgmt The Woodlands • • • 1,431 2.8 5
52 57 Susan Heuer Merrill Lynch Wealth Mgmt Houston • • • 2,051 2 5
53 61 J. Dow Crocker Raymond James Dallas • • • • • 1,283 5 10
54 53 William Leven Merrill PWM Houston • • • 1,048 40 55
55 34 Howard Lorch Wells Fargo Advisors Houston • • • • 2,320 7.5 20
56 68 Bradley Chappell Merrill Lynch Wealth Mgmt The Woodlands • • • 1,431 2 4
57 N James Woldert Morgan Stanley Wealth Mgmt Houston • • 1,138 8.5 20
58 47 William Huthnance UBS PWM Houston • • 1,324 20 30

59 52 Charles Johansen Merrill Lynch Wealth Mgmt The Woodlands • • • • • 1,895 5 7.8
60 65 Darren Fenz Merrill Lynch Wealth Mgmt Houston • • • 1,286 3.5 5
61 36 Richard Ashcroft Baird Houston • • 2,300 4.5 4.5
62 N Scott Cohen CD Wealth Mgmt Dallas • • • • 809 1.5 7.5
63 60 Brian Petrauskas Merrill Lynch Wealth Mgmt The Woodlands • • • • • 1,895 5 7.8
64 51 Chirstopher Black UBS PWM Houston • • 1,324 20 40
65 77 Gregory Glosser RBC Wealth Mgmt Dallas • • • 897 5 10
66 N William Hrynyshyn UBS Financial Services San Antonio • • • 615 1.5 3

67 38 Audree Begay Ameriprise Financial Houston • • 1,279 1.6 4
68 78 Dan Michel UBS Financial Services Midland • • • • 2,138 10 20
69 42 Rob Bertino UBS PWM Dallas • • 718 40 60
70 N Kapil Mathur Morgan Stanley Wealth Mgmt Sugar Land • • • 1,117 2 5
71 80 Greg McDonald UBS Financial Services Midland • • • • 2,138 10 20
72 N Donald Whitehead Morgan Stanley Wealth Mgmt Houston • • • 1,124 3 5
73 66 Elizabeth Lockwood UBS Financial Services Houston • • • 3,004 15 35
74 70 Craig Massey Merrill PWM Houston • • • • 2,082 100 150
75 N Nelson Murray Morgan Stanley PWM Houston • • 1,579 5 10
76 71 Brian Sauer UBS Financial Services Houston • • 3,004 15 20
77 N Donald Peterson UBS PWM Dallas • • • • 1,214 25 50
78 56 Michael David Carson Wealth Amarillo • • • 1,383 2 10
79 75 Mark Elias UBS PWM Houston • • • 806 15 25
80 69 Alan Yonack Morgan Stanley Wealth Mgmt Dallas • • 785 5 15
81 74 Robert McMeen Parkway WM | Raymond James Plano • • • 2,500 2.5 3
82 81 Joni Abalos Merrill Lynch Wealth Mgmt Houston • • • 1,286 3.5 5
83 62 Kerry Knox Merrill Lynch Wealth Mgmt Fort Worth • • • • 1,666 1 2.5
84 83 Jay Gerrie Merrill Lynch Wealth Mgmt Austin • • • 1,160 2 5
85 63 D. Scott Uptegraph Jr. Morgan Stanley Wealth Mgmt Houston • • • 667 10 25
86 82 Charles Neuhaus Wells Fargo Advisors Houston • • • 906 25 40
87 85 Dan Nelson Merrill PWM San Antonio • • • • 2,545 17 20
88 86 Gail Utter Wells Fargo Advisors Sherman • • • 700 3.5 5
89 72 Myrteel Ward Graystone Consulting | Morgan Stanley San Antonio • • • • • 5,147 30 45
90 87 F. Michael Wood Jr. Merrill PWM San Antonio • • • • 2,545 17 20
Customers

Rank
UTAH
1 2 John Van Wagoner Merrill PWM Salt Lake City • • • $1,194 $10 $25
2 5 Carl L. Laurella Merrill Lynch Wealth Mgmt Salt Lake City • • • 2,108 10 15
3 N Michael Peirce UBS PWM Salt Lake City • • • • 1,038 12 15
4 6 Jeff Roundy Merrill Lynch Wealth Mgmt Salt Lake City • • • 2,108 10 15
5 4 Jack Broderick Stifel Park City • • 1,129 10 15
6 N Paul Shoemaker Morgan Stanley Wealth Mgmt Salt Lake City • • • 1,301 4 12
VERMONT
1 1 Tim Stotz Morgan Stanley Wealth Mgmt Colchester • • • • • $1,764 $2.5 $5.4
2 2 Brian Pelkey Morgan Stanley Wealth Mgmt Colchester • • • 1,162 3 4
3 N Jared Hendler UBS PWM South Burlington • • 1,254 25 30
4 3 Timothy O’Brien UBS Financial Services South Burlington • • • 523 3 5
5 4 Jeff Dannies Morgan Stanley Wealth Mgmt Burlington • • • • • 1,036 1.5 3
6 6 CJ Charlebois Melendy Ameriprise Financial Williston • • 519 1.3 2.5
VIRGINIA
1 1 Stephan Cassaday Cassaday & Company McLean • • • $4,527 $1.5 $2
2 2 Joseph Montgomery The Optimal Svc Group | Wells Fargo Williamsburg • • • • • • 19,996 7 15
3 8 David Karp Cresset Reston • • 22,960 20 25
4 5 Jeffrey Grinspoon VWG Wealth Mgmt Vienna • • 1,933 5 7
5 6 Lowell Pratt Burney Company Reston • • • 2,303 1.4 3
6 3 Tristan Caudron Caudron Megary Blackburn | Wells Fargo Alexandria • • • 2,221 2 3.5
7 4 Barry Glassman Glassman Wealth Services Vienna • • • 1,827 5 8
8 7 Dalal Salomon Salomon & Ludwin Richmond • • • 1,506 5 15
9 9 Ryan Sprowls Alexandria WM | Wells Fargo Advisors Alexandria • • • 1,558 3.5 12

10 10 Susan Kim Ameriprise Financial Vienna • • 2,029 1.7 2.8
11 12 Kelly Campbell Campbell Wealth Mgmt Alexandria • • 1,011 1.3 2.5
12 N James Bogart Bogart Wealth McLean • • • 1,806 3.8 4.5
13 13 Allan Strange Janney Montgomery Scott Richmond • • • • • 1,875 1.5 3
14 11 Gregory Smith Baird Reston • • • 2,841 1.6 5
15 14 Michael Joyce Agili Richmond • • 1,030 3.3 4
16 19 Simon Hamilton Baird Reston • • • 2,841 1.6 5
17 29 Stephen Park UBS Financial Services Mclean • • • • 1,102 5 25

18 27 Jamie Cox Harris Financial Group Richmond • 876 0.7 1.5
19 16 Brett Hayes Hayes Nystrom Sarrett WM Group Richmond • • • • • 2,330 2 3
20 18 Garret Alcaraz Wells Fargo Advisors Virginia Beach • • • • • 2,241 5 10
21 23 Brude Stoever Stoever & Palmore Investment Group Richmond • • • • 1,188 5 5
22 N Neil Goetzman Raymond James Alexandria • • • 938 3 5
23 N Jeffrey Hamblen Washington Financial Group McLean • • • • 4,400 1 2.5
24 26 Nolan Stokes Northwestern Mutual Fairfax • • • 1,055 2.5 11.5
25 21 Aashish Matani Merrill Lynch Wealth Mgmt Norfolk • • • • • 1,653 4 5
26 24 Mark Leonard Morgan Stanley Wealth Mgmt McLean • • 928 8 10
27 N Brian Ford RBC Wealth Mgmt Richmond • • • • 983 2 3
28 N Christopher MacNamara Merrill Lynch Wealth Mgmt Vienna • • • 1,123 2 3.5
29 N Scott Garnett UBS Financial Services Richmond • • • 559 1 2
30 30 Rob Reich Wells Fargo Advisors McLean • • • 842 7.1 14
WASHINGTON
1 1 Erik Morgan Freestone Capital Mgmt Seattle • • • $7,301 $4.6 $6.5
2 3 Randall Linde Ameriprise Financial Renton • • • 4,978 1.2 2.8
3 2 Dean Braun Morgan Stanley PWM Seattle • • 7,488 20 30
4 N Phil Scott First Republic Investment Mgmt Bellevue • • • 2,927 10 50
5 7 Jon Jones Brighton Jones Seattle • • • 9,858 3.5 6
6 8 Charles Brighton Brighton Jones Seattle • • • 9,858 3.5 6
7 6 Michael Matthews UBS PWM Bellevue • • • 1,988 7 16
8 4 Erin Scannell Ameriprise Financial Mercer Island • • • 4,252 0.5 1
9 5 Cameron Ragen Baird Seattle • • • 3,000 1.9 8
10 13 Lowry West Morgan Stanley PWM Seattle • • 2,038 18 40
11 9 Paul Ried Paul R. Ried Financial Group Bellevue • • 1,017 0.5 1
Customers

Rank
12 11 Stephen Hollomon Merrill Lynch Wealth Mgmt Seattle • • $2,814 $10 $25
13 18 Jay Kirkpatrick Merrill PWM Spokane • • • • 4,567 10 25
14 30 Kevin Fitzwilson Coldstream Wealth Mgmt Bellevue • • 1,552 4.2 4.2
15 15 Michael Hershey J.P. Morgan Wealth Mgmt Bellevue • • • 1,345 10 25
16 N David Midgley Morgan Stanley PWM Seattle • 6,422 40 50
17 23 Jason Therrell UBS Financial Services Everett • • • 1,814 10 20
18 17 Lawrence Hood Pacific Portfolio Consulting Seattle • • • 4,327 10 18
19 20 Matt Riesenweber Cornerstone Wealth Strategies Kennewick • • • • • 1,006 1 2.4
20 16 Brian Acarregui Morgan Stanley Wealth Mgmt Seattle • • • 2,908 5 10
21 21 Dale Miller Morgan Stanley Wealth Mgmt Kirkland • • 2,925 9.4 10.3
22 N Jack Almo Morgan Stanley PWM Seattle • • • • 2,518 30 50
23 N James Ferguson Merrill PWM Bellevue • • 2,382 20 35
24 24 Paul Jackson Morgan Stanley Wealth Mgmt Bellevue • • • 1,047 5 10
25 28 Corina Davis Merrill Lynch Wealth Mgmt Seattle • • • 992 2.5 5
26 22 Mike Geri RBC Wealth Mgmt Seattle • • • 863 4 6
27 19 Jeffrey Crosby Ameriprise Financial Kirkland • • • 2,083 2.7 3.7
28 27 Michael Maroni Merrill Lynch Wealth Mgmt Bainbridge Island • • • 1,334 4 6
29 N Fazil Daver Tiryakioglu Merrill Lynch Wealth Mgmt Bellevue • • • • 1,487 2.5 4.2
30 N Rachel McCracken Coldstream Wealth Mgmt Seattle • • • 1,031 3 3
WEST VIRGINIA
1 1 David Houchins Truist Investment Services Charleston • • • • $1,129 $2 $3
2 2 David Miller RBC Wealth Mgmt Huntington • • • • • • 1,384 0.8 3
3 N Jason Thompson Morgan Stanley Wealth Mgmt Charleston • • • 913 2.5 5
4 5 J. Michael Goodwin Morgan Stanley Wealth Mgmt Charleston • • • • • • 3,951 2 5
5 4 Edward Stike RBC Wealth Mgmt Charleston • • • • 642 0.8 1.5
6 6 John Dawson Graystone Consulting | Morgan Stanley Charleston • • • • • • 3,956 25 50
WISCONSIN
1 1 Michael Klein Baird Milwaukee • • • • • • $15,392 $27 $35
2 N Andrew Burish UBS Financial Services Madison • • • 4,876 2 3
3 2 Barry Martzahl Graystone Consulting | Morgan Stanley Green Bay • • • • • 3,298 5 10
4 6 Thomas Parks Graystone Consulting | Morgan Stanley Milwaukee • • • 13,822 75 75
• • • •
5 3 Bryan Sadoff Sadoff Investment Mgmt Milwaukee 1,683 2.8 4

6 5 Michael Sadoff Sadoff Investment Mgmt Milwaukee • • • • 1,683 2.8 4
7 N David Spano Annex Wealth Mgmt Elm Grove • • 4,246 0.8 2
8 17 Tyson Ray FORM Wealth Adv. | Raymond James Lake Geneva • • • 668 1 2.5
9 9 Matthew Heckmann Northwestern Mutual Middleton • • • 890 2.5 5.5
10 7 Philip Dallman Baird Milwaukee • • • • • • 15,392 27 35
11 11 Chris Doughty Gentian Financial | Raymond James Mequon • • • 610 1.5 2.5
12 12 Vince Cimino Wealth Enhancement Group Clinton • • 734 0.2 0.5
13 4 Mark Orgel Orgel Wealth Mgmt Altoona • • • • 6,243 2.2 2.3
14 10 Chris Calvelli Baird Milwaukee • • • • 4,696 8 12
15 8 Michael Smith Ameriprise Financial Stevens Point • • 685 0.9 1.5
16 14 David Epstein Baird Milwaukee • • • • 4,696 8 12
17 16 John Larsen RBC Wealth Mgmt Mequon • • • 808 2.5 4
18 13 Walter Meanwell Wells Fargo Advisors Madison • • • 590 1 3.1
W YOMING
1 1 Kevin Murphy Stifel Casper • • • • • $660 $1 $2.5
2 2 Randy Halfpop The Compass WG | Raymond James Cheyenne • • • 406 0.8 1
3 4 Christopher Van Slyke WorthPointe Jackson • • • • 775 1 3
4 3 Ryan Scott Edward Jones Rock Springs • • • 296 1.2 1.9
5 5 Daniel Stevens Edward Jones Cody • • • 255 1 1.4
6 N Lonnie Bull Edward Jones Lander • • • 286 0.6 0.7
N=not ranked WM=wealth management PWM=private wealth management
Steady leadership
in challenging times
Were proud to congratulate our advisors for being
recognized among Barrons Top 1200 Financial Advisors
Even when the circumstances were most unpredictable,

these UBS Financial Advisors stayed focused on what
was most important: the long-term goals of their clients.

continued success in 2022.
ubs.com/fs
Barrons Top 1,200 Financial Advisors is based on assets under management, revenue and quality of practices. Investment performance isnt an explicit component because not all advisors have
audited results. Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these rankings. Past performance is not indicative of future results. Barrons is a registered trademark

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© UBS 2022. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. 2022-648199, Exp:. 03/31/2023, IS2201176

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TIME TO BARGAIN-HUNT IN HEALTHCARE, BANKS • PAGE 15

VOL. CII NO. 11 MARCH 14, 2022 $5.00

How the catastrophe

An Opportunity for Tech Trader: Insights

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its hunt in the small-cap arena. is an impact investor focused on

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By DEBBIE CARLSON achieving net-zero emissions. Watch our weekly TV show

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Get Louder as Impact

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since mid-February and is now in negative

in the U.S. are still going up this year, which

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valuation.” expensive to buy, even after its recent

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are weapons in a financial war against

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For Tesla, Apple, and Ikea town known as Fordlandia. Begun in

out the pandemic, even as rivals shut-

FUND PROFILE Talking With Ron Zibelli and Justin Livengood

Systems (ticker: CSCO) as a young company

companies in their early stages and stick with them