COMPLEX     ROBINSON 
 The United States STOCK MARKET recommendation as of 12/19/2024 is ~~~~  MARKET TREND SIDEWAYS 





DOW JONES 44860.00 for the week just ended unchnged Africa 40   164.25 for the week just ended unchnged
Energy an   394.00 for the week just ended unchnged Japan 500  2519.00 for the week just ended unchnged
 CMPTRSRV   266.38 for the week just ended unchnged  MEDEQUIP  2905.00 for the week just ended unchnged
Non-Preci   917.63 for the week just ended unchnged NDURHLDPR  1403.00 for the week just ended unchnged
COMPLEX ROBINSON Globe-Ticket      Pillsbury-Flour-Mills      Pittsburgh-Wyoming-Oil      Encyclopedia      Roto-Rooter     
 64 week
   
High....... Low........ Symbol Name.......................................... Recommendation THURSDAY
Close....		 ..Click..
...For...		 Return %
1 Week		 Return %
1 Year		 Return %
3 Years		        
28 3/4 22 MIDKX S&P Midcap Index Fund Class K SELL 28 3/4 TECH 8.0 n/a n/a
24 7/8 17 7/8 SMLKX S&P Smallcap Index Fund Class SELL 24 7/8 TECH 0.0 4.7 n/a
32 1/8 22 3/4 SAUMX Sa US Small Company Fd SELL 32 1/8 TECH 11.3 21.8 n/a
24 1/8 17 7/8 SABTX Sa US Value Fd SELL 24 1/8 TECH 0.0 28.7 n/a
8 5/8 7 5/8 XBRWX Saba Capital Income & Opportun HOLD 8 1/8 TECH 3.2 n/a n/a
32 3/8 22 3/4 SCGVX Sands Capital Global Growth Fu SELL 32 3/8 TECH 2.0 n/a n/a
11 3/8 9 7/8 SBTOX Sanford C. Bernstein Fd Inc. - HOLD-S 11 TECH 0.0 -2.2 n/a
15 1/2 11 5/8 SATTX Sanford C. Bernstein Fd Inc. - HOLD-W 12 TECH 0.0 -7.7 n/a
14 13 1/4 AIDAX Sanford C. Bernstein Fund Inc. HOLD 13 7/8 TECH 0.0 1.8 n/a
14 13 1/4 SNCAX Sanford C. Bernstein Fund Inc. HOLD-S 13 7/8 TECH 0.0 1.8 n/a
14 13 1/4 AIDZX Sanford C. Bernstein Fund Inc. HOLD 13 7/8 TECH 0.0 -4.3 n/a
14 13 1/4 AICAX Sanford C. Bernstein Fund Inc. HOLD-S 13 7/8 TECH -0.9 4.7 n/a
13 1/2 12 3/4 ANMCX Sanford C. Bernstein Fund Inc. HOLD 13 1/2 TECH 0.9 1.9 n/a
14 13 1/4 AIMCX Sanford C. Bernstein Fund Inc. HOLD 13 7/8 TECH 0.0 0.9 n/a
13 1/2 12 3/4 SNNYX Sanford C. Bernstein New York HOLD-S 13 1/2 TECH 0.0 0.9 n/a
11 7/8 8 3/8 SLGCX Saratoga Advantage Tr. Large SELL 11 7/8 TECH 0.0 n/a n/a
10 3/8 7 1/8 SPMCX Saratoga Advantage Tr. Mid SELL 10 3/8 TECH 0.0 27.7 n/a
15 1/8 13 1/4 SEPIX Saratoga Advantage Trust Energ HOLD 14 1/8 TECH 0.0 n/a n/a
16 3/4 11 1/8 SMIPX Saratoga Advantage Trust Mid SELL 16 3/4 TECH 3.1 28.8 n/a
12 1/4 9 3/4 SIEPX Saratoga International Equity HOLD 11 3/8 TECH -5.2 n/a n/a
9 1/2 9 SIBPX Saratoga Investment Quality Bo HOLD 9 1/4 TECH 0.0 -1.3 n/a
31 3/8 24 SLCVX Saratoga Large Capitalization SELL 31 3/8 TECH 1.6 n/a n/a
8 3/4 8 1/4 SMBAX Saratoga Municipal Bond Fund HOLD-S 8 5/8 TECH 0.0 1.5 n/a
8 1/2 5 3/4 SSCPX Saratoga Small Capitalization SELL 8 1/2 TECH 1.5 15.3 n/a
1 1 SGMMM Saratoga U.S. Government Money HOLD-W 1 TECH 0.0 0.0 n/a
17 14 1/2 SRFMX Sarofim Equity Fund HOLD-S 17 TECH 0.0 18.3 n/a
20 3/8 16 3/4 SEEFX Saturna Sustainable Equity Fun HOLD 19 5/8 TECH 0.0 n/a n/a
38 3/8 33 5/8 LOGBX Scharf Balanced Opportunity Fu SELL 38 3/8 TECH 0.0 n/a n/a
130 1/4 90 1/4 SNXFX Schwab 1000 Index Fund Invest SELL 130 1/4 TECH 0.0 29.3 59.8
1 1 SWWMM Schwab Amt Tax-Free Money Fund HOLD-W 1 TECH 0.0 0.0 0.0
1 1 SCTMM Schwab Amt Tax-Free Money Fund HOLD-W 1 TECH 0.0 0.0 0.0
17 3/4 14 1/2 SWOBX Schwab Balanced Fund Investor HOLD-S 17 3/4 TECH 0.0 9.2 15.4
1 1 SWKMM Schwab California Municipal Mo HOLD-W 1 TECH 0.0 0.0 0.0
1 1 SCAMM Schwab California Municipal Mo HOLD-W 1 TECH 0.0 0.0 0.0
11 1/4 10 1/2 SWCAX Schwab California Tax-Free Bon HOLD 11 1/8 TECH 0.0 0.0 1.1
25 3/8 18 3/8 SWANX Schwab Core Equity Fund HOLD-S 25 1/4 TECH 0.0 27.8 31.2
17 1/8 12 3/4 SWDSX Schwab Dividend Equity Fund - SELL 17 1/8 TECH 0.0 23.4 26.9
10 3/8 8 SFENX Schwab Fundamental Emerging Ma HOLD 9 5/8 TECH 0.0 18.5 18.5
10 1/2 7 5/8 SFREX Schwab Fundamental Global Real HOLD 9 3/4 TECH 0.0 9.9 -2.5
14 1/8 11 1/8 SFILX Schwab Fundamental Internation HOLD 13 1/8 TECH 0.0 6.1 14.1
11 3/4 9 1/2 SFNNX Schwab Fundamental Internation HOLD 11 TECH 0.0 8.6 25.7
29 3/4 21 1/2 SFLNX Schwab Fundamental US Lg Compa SELL 29 3/4 TECH 0.0 25.3 47.8
19 1/2 13 5/8 SFSNX Schwab Fundamental US Small Co SELL 19 1/2 TECH 0.0 20.9 36.8
6 7/8 5 1/4 SWASX Schwab Global Real Estate Fund HOLD 6 5/8 TECH 0.0 6.0 1.9
1 1 SWGMM Schwab Government Money Fund - HOLD-W 1 TECH 0.0 0.0 0.0
1 1 SNVMM Schwab Government Money Fund - HOLD-W 1 TECH 0.0 0.0 n/a
1 1 SGUMM Schwab Government Money Fund U HOLD-W 1 TECH 0.0 0.0 0.0
29 3/4 24 1/8 SWHFX Schwab Health Care Fund HOLD-B 26 5/8 TECH 0.0 8.1 3.9
12 3/4 9 3/4 SICNX Schwab International Core Equi HOLD 12 TECH 0.0 14.3 33.3
25 3/4 20 1/4 SWISX Schwab International Index Fun HOLD 23 3/4 TECH 0.0 8.6 24.2
22 17 3/8 SWMIX Schwab International Opportuni HOLD 20 5/8 TECH 0.0 6.5 n/a
35 7/8 24 1/4 SWLSX Schwab Large-Cap Growth Fund S HOLD-S 35 1/2 TECH 0.0 29.1 72.1
25 7/8 19 3/8 SWEGX Schwab Markettrack All Equity HOLD-S 25 3/4 TECH 0.0 16.4 35.5
21 17 1/4 SWBGX Schwab Markettrack Balanced Po HOLD-S 21 TECH 0.0 9.1 19.1
16 5/8 14 1/2 SWCGX Schwab Markettrack Conservativ HOLD 16 1/2 TECH 0.0 2.3 7.3
28 1/2 22 1/2 SWHGX Schwab Markettrack Growth Port HOLD-S 28 1/2 TECH 0.0 12.9 27.4
10 5/8 9 1/8 SWKRX Schwab Monthly Income-Flexible HOLD 10 3/8 TECH 0.0 3.8 0.0
9 5/8 8 3/8 SWLRX Schwab Monthly Income-Income P HOLD 9 3/8 TECH 0.0 2.7 0.0
10 1/2 8 7/8 SWJRX Schwab Monthly Income-Target P HOLD 10 1/4 TECH 0.0 5.1 0.0
1 1 SWOMM Schwab Municipal Money Fund - HOLD-W 1 TECH 0.0 0.0 0.0
1 1 SWTMM Schwab Municipal Money Fund - HOLD-W 1 TECH 0.0 0.0 0.0
1 1 SWYMM Schwab New York Municipal Mone HOLD-W 1 TECH 0.0 0.0 0.0
1 1 SNYMM Schwab New York Municipal Mone HOLD-W 1 TECH 0.0 0.0 0.0
9 1/8 8 1/4 SWHYX Schwab Opportunistic Municipal HOLD 9 TECH 0.0 0.0 -4.0
1 1 SNRMM Schwab Retirement Government M HOLD-W 1 TECH 0.0 0.0 0.0
92 7/8 64 7/8 SWPPX Schwab S&P 500 Index Fund- Sel HOLD-S 92 7/8 TECH 0.0 29.2 59.1
27 7/8 20 5/8 LGILX Schwab Select Large Cap Growth HOLD-S 27 5/8 TECH 0.0 32.3 n/a
9 5/8 9 1/4 SWSBX Schwab Short-Term Bond Index F HOLD 9 1/2 TECH 0.0 0.0 0.0
24 1/8 16 1/2 SWSCX Schwab Small-Cap Equity Fund S HOLD-S 24 1/8 TECH 0.0 23.7 37.9
39 5/8 26 3/4 SWSSX Schwab Small-Cap Index Fund-Se SELL 39 5/8 TECH 0.0 24.8 44.1
14 12 1/8 SWBRX Schwab Target 2010 Fund HOLD 13 7/8 TECH 0.0 4.7 11.0
13 11 SWYAX Schwab Target 2010 Index Fund HOLD-S 13 TECH 0.0 7.2 15.6
11 3/4 10 1/4 SWGRX Schwab Target 2015 Fund HOLD 11 5/8 TECH 0.0 3.3 8.1
13 1/4 11 1/8 SWYBX Schwab Target 2015 Index Fund HOLD-S 13 1/4 TECH 0.0 8.2 17.8
14 12 1/4 SWCRX Schwab Target 2020 Fund HOLD-S 13 7/8 TECH 0.0 2.8 7.8
13 7/8 11 5/8 SWYLX Schwab Target 2020 Index Fund HOLD-S 13 7/8 TECH 0.0 8.8 18.1
15 5/8 13 1/4 SWHRX Schwab Target 2025 Fund HOLD-S 15 1/2 TECH 0.0 5.1 12.7
15 1/8 12 1/2 SWYDX Schwab Target 2025 Index Fund HOLD-S 15 1/8 TECH 0.0 10.0 21.0
17 3/8 14 1/4 SWDRX Schwab Target 2030 Fund HOLD-S 17 1/4 TECH 0.0 8.7 17.9
16 3/8 13 1/8 SWYEX Schwab Target 2030 Index Fund HOLD-S 16 3/8 TECH 0.0 12.0 26.0
18 14 3/8 SWIRX Schwab Target 2035 Fund HOLD-S 18 TECH 0.0 11.6 22.0
17 1/2 13 5/8 SWYFX Schwab Target 2035 Index Fund HOLD-S 17 1/2 TECH 0.0 14.8 30.8
19 1/8 15 1/8 SWERX Schwab Target 2040 Fund HOLD-S 19 1/8 TECH 0.0 12.5 23.4
18 1/4 14 SWYGX Schwab Target 2040 Index Fund HOLD-S 18 1/4 TECH 0.0 15.0 33.9
17 3/8 13 1/2 SWMRX Schwab Target 2045 Fd HOLD-S 17 3/8 TECH 0.0 13.9 26.4
19 14 3/8 SWYHX Schwab Target 2045 Index Fund HOLD-S 19 TECH 0.0 16.9 36.9
17 3/4 13 3/4 SWNRX Schwab Target 2050 Fd HOLD-S 17 3/4 TECH 0.0 14.5 27.9
19 1/2 14 5/8 SWYMX Schwab Target 2050 Index Fund HOLD-S 19 3/8 TECH 0.0 17.4 38.4
18 1/8 13 7/8 SWORX Schwab Target 2055 Fd HOLD-S 18 1/8 TECH 0.0 15.1 28.3
19 3/4 14 3/4 SWYJX Schwab Target 2055 Index Fund HOLD-S 19 3/4 TECH 0.0 17.9 39.8
16 1/4 12 1/2 SWPRX Schwab Target 2060 Fund HOLD-S 16 1/4 TECH 0.0 15.0 31.3
20 14 7/8 SWYNX Schwab Target 2060 Index Fund HOLD-S 19 7/8 TECH 0.0 17.8 39.5
11 5/8 8 7/8 SWQRX Schwab Target 2065 Fund HOLD-S 11 5/8 TECH 0.0 16.3 32.9
12 7/8 9 1/2 SWYOX Schwab Target 2065 Index Fund HOLD-S 12 7/8 TECH 0.0 18.4 41.1
11 1/8 10 3/8 SWNTX Schwab Tax-Free Bond Fund HOLD 11 TECH 0.0 0.0 1.1
102 3/4 71 SWTSX Schwab Total Stock Market Inde SELL 102 3/4 TECH 0.0 29.0 59.0
10 1/2 9 3/4 SWRSX Schwab Treasury Inflation Pro HOLD 10 1/4 TECH 0.0 0.0 -6.8
1 1 SNOMM Schwab Treasury Obligations Mo HOLD-W 1 TECH 0.0 0.0 0.0
1 1 SCOMM Schwab Treasury Obligations Mo HOLD-W 1 TECH 0.0 0.0 0.0
9 1/8 8 1/4 SWAGX Schwab U.S. Aggregate Bond Ind HOLD 8 7/8 TECH 0.0 0.0 -2.7
118 77 3/4 SWLGX Schwab U.S. Large-Cap Growth I HOLD-S 117 1/4 TECH 0.0 32.5 81.1
62 7/8 46 1/4 SWLVX Schwab U.S. Large-Cap Value In SELL 62 7/8 TECH 0.0 24.8 37.8
73 1/4 50 1/4 SWMCX Schwab U.S. Mid-Cap Index Fund SELL 73 1/4 TECH 0.0 26.8 48.7
1 1 SNSMM Schwab U.S. Treasury Money Fun HOLD-W 1 TECH 0.0 0.0 0.0
1 1 SUTMM Schwab U.S. Treasury Money Fun HOLD-W 1 TECH 0.0 0.0 0.0
1 1 SNAMM Schwab Value Advantage Money F HOLD-W 1 TECH 0.0 0.0 0.0
1 1 SWVMM Schwab Value Advantage Money F HOLD-W 1 TECH 0.0 0.0 0.0
70 3/4 41 3/8 RCMFX Schwartz Value Focused Fund SELL 70 3/4 TECH 0.0 55.9 88.0
13 12 SFGRX Seafarer Overseas Growth and I HOLD 12 1/4 TECH 0.0 n/a n/a
14 13 7/8 SFVRX Seafarer Overseas Value Fund - HOLD-W 13 7/8 TECH 0.0 n/a n/a
17 5/8 12 1/2 NAVFX Sector Rotation Fund No Load S SELL 17 5/8 TECH 0.0 n/a n/a
15 1/2 13 GLSOX Secured Options Portfolio - SELL 15 1/2 TECH 2.5 n/a n/a
9 1/2 8 7/8 VSCWX Securitized Credit Fund Class HOLD-S 9 3/8 TECH 0.0 2.7 n/a
24 1/8 18 3/8 SBHAX Segall Bryant & Hamill All Cap SELL 24 1/8 TECH 1.6 14.2 n/a
10 5/8 9 7/8 WICOX Segall Bryant & Hamill Colorad HOLD-S 10 1/2 TECH 0.0 -2.3 n/a
12 1/8 9 1/4 WIMVX Segall Bryant & Hamill Global SELL 12 1/8 TECH 1.0 31.1 n/a
11 3/4 10 1/8 CIQRX Segall Bryant & Hamill Interna HOLD 11 TECH -3.3 n/a n/a
12 10 3/8 SBSIX Segall Bryant & Hamill Interna HOLD 11 3/8 TECH -5.2 2.2 n/a
12 3/8 10 SBHSX Segall Bryant & Hamill Interna HOLD 11 3/8 TECH 0.0 13.8 n/a
11 1/2 10 1/4 CIEQX Segall Bryant & Hamill Interna HOLD 11 TECH -4.3 n/a n/a
9 3/4 9 1/8 WITAX Segall Bryant & Hamill Municip HOLD-S 9 5/8 TECH 0.0 -2.5 n/a
9 1/2 8 5/8 WIIBX Segall Bryant & Hamill Plus Bo HOLD 9 1/4 TECH 0.0 -2.6 n/a
9 5/8 8 3/4 WTIBX Segall Bryant & Hamill Plus Bo HOLD 9 3/8 TECH 0.0 4.2 n/a
10 1/8 9 3/4 SBHPX Segall Bryant & Hamill Short T HOLD 10 TECH 0.0 1.3 n/a
17 12 1/8 SBRVX Segall Bryant & Hamill Small C SELL 17 TECH 3.0 20.4 n/a
23 3/4 16 1/2 WISGX Segall Bryant & Hamill Small C SELL 23 3/4 TECH 0.0 41.8 n/a
17 12 3/8 SBHVX Segall Bryant & Hamill Small C SELL 17 TECH 3.8 38.8 n/a
10 1/2 9 5/8 SVSAX Sei Asset Allocation Tr Conser SELL 10 1/2 TECH 0.0 6.3 n/a
11 1/4 11 STDAX Sei Asset Allocation Tr Tax De HOLD 11 1/8 TECH 0.0 -3.3 n/a
27 1/2 22 1/8 SISAX Sei Asset Allocation Tr Tax-Ma SELL 27 1/2 TECH 1.4 n/a n/a
9 1/2 9 SEDIX Sei Asset Allocation Trust Def HOLD-S 9 1/2 TECH 0.0 0.0 n/a
9 1/4 8 3/8 SEGMX Sei Daily Income Trust GNMA Fu HOLD 8 7/8 TECH 0.0 n/a n/a
9 1/4 9 1/8 SECYX Sei Daily Income Trust Ultra S SELL 9 1/4 TECH 0.0 n/a n/a
21 1/4 14 SMXAX Sei Extended Market Index Fd C SELL 21 1/4 TECH 0.0 38.2 n/a
8 7 3/4 ENIAX Sei Inst Inv Tr Enhanced Libor HOLD 8 TECH 0.0 n/a n/a
228 178 3/8 LCIAX Sei Inst Inv Tr Large Cap Inde SELL 228 TECH 0.0 2.6 n/a
6 1/4 5 1/4 LDRAX Sei Inst Inv Tr Long Duration HOLD 6 TECH 0.0 4.3 n/a
9 1/4 8 7/8 RRPAX Sei Inst Inv Tr Real Return Pl HOLD 9 1/8 TECH 0.0 -8.8 n/a
10 1/8 9 1/4 SMSAX Sei Inst Mgd Tr Multi Strategy SELL 10 1/8 TECH 0.0 8.0 n/a
9 7/8 9 3/4 SUSAX Sei Insti Inv Tr Ultra Short SELL 9 7/8 TECH 0.0 n/a n/a
12 7/8 9 1/4 SCPAX Sei Insti Inv Tr Large Cap Dis SELL 12 7/8 TECH 0.0 41.1 n/a
17 3/8 13 1/8 SLCAX Sei Insti Inv Tr Large Cap Fun SELL 17 3/8 TECH 3.0 n/a n/a
11 7/8 9 5/8 SSEAX Sei Insti Inv Tr Screened Worl HOLD-S 11 1/2 TECH 0.0 -2.1 n/a
11 3/4 8 1/8 SSMAX Sei Insti Inv Tr Small/Mid Cap SELL 11 3/4 TECH 1.1 9.3 n/a
10 7/8 9 1/4 SGMIX Sei Insti Mgd Tr Global Manage SELL 10 7/8 TECH 3.6 n/a n/a
17 5/8 13 1/4 SLGAX Sei Insti Mgd Tr Large Cap Fun SELL 17 5/8 TECH 1.4 n/a n/a
49 1/2 36 7/8 SPGIX Sei Insti Mgd Tr Large Cap Gro SELL 49 1/2 TECH 0.0 18.2 n/a
29 22 7/8 SEUIX Sei Insti Mgd Tr Large Cap Val SELL 29 TECH 0.9 2.2 n/a
15 3/4 11 1/8 SLLAX Sei Insti Mgd Tr Small Cap Fun SELL 15 3/4 TECH 0.0 24.8 n/a
16 7/8 13 7/8 SEVIX Sei Insti Mgd Tr U.S. Managed SELL 16 7/8 TECH 0.7 n/a n/a
13 11 5/8 SEEIX Sei Instit International Trust HOLD 12 1/2 TECH 0.0 n/a n/a
9 5/8 9 1/4 SRAAX Sei Institutional Managed Tr R HOLD-S 9 1/2 TECH 0.0 -8.4 n/a
39 5/8 31 3/4 TMLCX Sei Institutional Managed Trus SELL 39 5/8 TECH 0.0 20.1 n/a
13 10 1/2 SEITX Sei International Equity Fund HOLD 12 1/2 TECH 0.0 35.1 n/a
12 1/4 9 3/4 SIEMX Sei International Trust Emergi HOLD 11 3/8 TECH -1.1 15.2 n/a
10 1/2 9 7/8 SCLAX Sei Multi-Asset Capital Stabil HOLD-S 10 1/2 TECH 0.0 n/a n/a
10 1/8 9 1/8 SIOAX Sei Multi-Asset Income Fund Cl HOLD-S 10 TECH 1.3 n/a n/a
11 1/4 10 3/8 SEIMX Sei Tax Exempt Trust - Interme HOLD-S 11 1/8 TECH 1.1 -8.2 n/a
10 1/4 9 7/8 SENYX Sei Tax Exempt Trust New York HOLD 10 1/8 TECH -1.2 0.0 n/a
10 1/8 9 7/8 SMAAX Sei Tax-Exempt Trust Massachus HOLD 10 TECH 0.0 n/a n/a
10 3/8 9 7/8 SEPAX Sei Tax-Exempt Trust Pennsylva HOLD-S 10 1/4 TECH 0.0 n/a n/a
30 1/4 21 7/8 STMSX Sei Tax-Managed Small/Mid Cap SELL 30 1/4 TECH 0.0 35.2 n/a
8 1/2 8 MSPZX Select Total Return Bond Fund HOLD 8 1/4 TECH 0.0 -7.0 n/a
8 5/8 8 MSPNX Select Total Return Bond Fund HOLD 8 1/4 TECH 0.0 -13.2 n/a
8 5/8 8 MSPSX Select Total Return Bond Fund HOLD 8 1/4 TECH 0.0 -5.7 n/a
8 3/4 8 MSPHX Select Total Return Bond Fund HOLD 8 1/4 TECH 0.0 -5.7 n/a
8 5/8 8 MSPGX Select Total Return Bond Fund HOLD 8 3/8 TECH 0.0 1.5 n/a
8 5/8 8 MSPLX Select Total Return Bond Fund HOLD 8 1/4 TECH 0.0 -14.3 n/a
13 7/8 9 1/2 SLSDX Selected International Fund Cl HOLD-S 12 3/4 TECH 0.0 n/a n/a
14 1/8 11 3/4 WIGTX Seven Canyons Innovators Fund SELL 14 TECH 0.0 n/a n/a
13 7/8 11 1/4 WAGTX Seven Canyons Innovators Fund HOLD-S 13 5/8 TECH 0.9 n/a n/a
4 1/2 4 SBIFX Sextant Bond Income Fund Satur HOLD 4 3/8 TECH 2.9 -14.6 n/a
56 3/4 43 3/4 SSGFX Sextant Growth Fund Saturna In SELL 56 3/8 TECH -0.7 n/a n/a
57 41 1/8 SGZFX Sextant Growth Fund Z Class SELL 56 1/2 TECH 0.4 n/a n/a
23 3/4 18 3/8 SSIFX Sextant International Fund A S HOLD 22 3/4 TECH 1.1 29.1 n/a
22 5/8 17 3/8 LVOLX Sgi U.S. Large Cap Equity Fund SELL 22 5/8 TECH 0.0 17.5 n/a
19 1/8 17 1/8 EMSQX Shelton Emerging Markets Fund HOLD 17 7/8 TECH 0.0 10.0 n/a
18 15 EQTIX Shelton Equity Income Fund - D SELL 18 TECH 0.0 19.0 n/a
24 7/8 20 1/2 SISLX Shelton International Select E HOLD 23 3/4 TECH -3.6 n/a n/a
9 1/8 9 SFHFX Shenkman Capital Floating Rate HOLD 9 1/8 TECH 0.0 n/a n/a
9 7/8 9 5/8 SCFAX Shenkman Capital Short Duratio HOLD-S 9 7/8 TECH 0.0 n/a n/a
9 3/4 9 1/2 SCFCX Shenkman Capital Short Duratio SELL 9 3/4 TECH 0.0 n/a n/a
19 18 1/4 RFBSX Short Duration Bond Fund Class HOLD 18 3/4 TECH 0.0 n/a n/a
19 18 1/8 RSDTX Short Duration Bond Fund Class HOLD 18 3/4 TECH 0.0 n/a n/a
18 7/8 18 1/8 RSBTX Short Duration Bond Fund Class HOLD-S 18 5/8 TECH 0.0 -3.2 n/a
9 3/4 9 1/2 ASDDX Short Duration Fund - R6 Class HOLD 9 3/4 TECH 0.0 n/a n/a
9 3/4 9 1/2 ASDOX Short Duration Fund G Class HOLD-S 9 3/4 TECH 0.0 n/a n/a
10 1/8 9 3/4 SDGFX Short Duration Government Fund HOLD 10 TECH 0.0 0.0 n/a
10 9 3/4 SHYMX Short Duration Municipal Fund SELL 9 7/8 TECH 0.0 1.3 n/a
9 8 3/4 ASXDX Short Duration Strategic Incom HOLD-S 8 7/8 TECH -1.4 n/a n/a
9 8 3/4 ASCDX Short Duration Strategic Incom HOLD 8 7/8 TECH 0.0 -5.3 n/a
15 3/4 13 SNPIX Short Energy Profund - Investo HOLD-B 13 1/2 TECH 1.9 -24.5 n/a
60 3/4 45 1/4 SOPIX Short Nasdaq-100 Profund Inves HOLD-B 46 TECH 1.7 180.9 n/a
16 1/8 8 3/4 SPPIX Short Precious Metals Profund HOLD 9 7/8 TECH 6.8 -30.7 n/a
9 5/8 9 1/4 RAAGX Short-Term Bond Fund of Americ HOLD 9 1/2 TECH 0.0 -1.3 n/a
9 5/8 9 1/4 FSBTX Short-Term Bond Fund of Americ HOLD 9 1/2 TECH 0.0 -1.3 n/a
9 5/8 9 1/4 FFTSX Short-Term Bond Fund of Americ HOLD 9 1/2 TECH 0.0 n/a n/a
66 5/8 63 7/8 PRTBX Short-Term Treasury Portfolio SELL 66 1/2 TECH 0.0 4.7 n/a
36 27 1/4 SIBAX Sit Balanced Fund SELL 35 7/8 TECH -0.3 10.8 n/a
18 5/8 14 1/2 SDMGX Sit Developing Markets Growth HOLD-S 17 7/8 TECH 0.7 16.3 n/a
17 7/8 13 7/8 SDVGX Sit Dividend Growth Fund SELL 17 7/8 TECH 0.0 19.2 n/a
22 5/8 16 5/8 IESGX Sit ESG Growth Fund - Class I SELL 22 5/8 TECH 0.0 34.1 n/a
28 5/8 21 5/8 GDGIX Sit Global Dividend Growth Fd HOLD-S 28 3/8 TECH 0.0 53.4 n/a
79 1/2 57 1/4 SNIGX Sit Large Cap Growth Fund Inc. SELL 78 1/2 TECH -1.3 31.4 n/a
18 3/4 12 1/2 SSCDX Sit Small Cap Dividend Growth SELL 18 3/4 TECH 3.4 24.0 n/a
74 52 1/8 SSMGX Sit Small Cap Growth Fund SELL 74 TECH 6.5 n/a n/a
10 3/8 9 3/4 SNGYX Sit U.S. Government Securities HOLD-S 10 1/4 TECH 0.0 -4.7 n/a
14 1/2 11 5/8 CMIUX Six Circles Managed Equity Por HOLD 13 3/8 TECH -7.8 n/a n/a
10 10 CALTX Six Circles Multi-Strategy Fun HOLD-W 10 TECH 0.0 n/a n/a
9 7/8 9 3/8 CBTAX Six Circles Tax Aware Bond Fun HOLD-S 9 7/8 TECH 0.0 2.6 n/a
9 7/8 9 3/4 CUTAX Six Circles Tax Aware Ultra Sh HOLD-S 9 7/8 TECH 0.0 0.0 n/a
10 9 3/4 CUSDX Six Circles Ultra Short Durati HOLD-S 10 TECH 1.3 2.6 n/a
19 13 1/4 CUSUX Six Circles US Unconstrained E SELL 19 TECH 0.0 52.0 n/a
11 1/2 8 7/8 AMAKX Small Cap Dividend R6 Class SELL 11 1/2 TECH 4.5 n/a n/a
15 7/8 11 1/2 SMYFX Small Cap Fund Class Y SELL 15 7/8 TECH 10.4 22.1 n/a
42 5/8 27 1/2 SMAYX Small Cap Growth Fund Class Y SELL 42 5/8 TECH 8.3 26.3 n/a
125 85 1/4 SLPIX Small-Cap Profund Investor Cla SELL 125 TECH 2.4 25.2 n/a
72 1/4 59 1/8 FSFWX Smallcap World Fund Inc. - Cla SELL 72 1/4 TECH 0.0 n/a n/a
74 3/4 65 3/4 RLLGX Smallcap World Fund Inc. Cl R- SELL 74 3/4 TECH 0.0 n/a n/a
72 3/8 56 3/8 CSPFX Smallcap World Fund Inc. Class SELL 72 3/8 TECH 0.0 9.7 n/a
61 51 3/8 SVXFX Smead International Value Fund HOLD 57 3/8 TECH 0.0 18.9 n/a
56 3/4 47 7/8 SVXCX Smead International Value Fund HOLD 53 1/4 TECH 0.0 7.6 n/a
13 1/8 10 7/8 SMIDX Smi Dynamic Allocation Fund SELL 13 1/8 TECH 2.9 n/a n/a
10 3/8 8 SMIFX Sound Mind Investing Fund SELL 10 3/8 TECH 0.0 n/a n/a
30 5/8 25 1/2 SSSFX Southernsun Small Cap Fund Cla SELL 30 5/8 TECH 3.8 7.0 n/a
15 7/8 12 7/8 SSEFX Southernsun U.S. Equity Fund C HOLD-S 15 7/8 TECH 4.1 8.5 n/a
46 3/4 31 1/8 SGFFX Sparrow Growth Fd Cl A SELL 46 3/4 TECH 0.0 n/a n/a
41 3/4 28 1/4 SGFCX Sparrow Growth Fund Class C SELL 41 3/4 TECH 0.0 18.9 n/a
46 1/4 32 1/8 SGNFX Sparrow Growth Fund No Load SELL 46 1/4 TECH 0.0 23.3 n/a
12 1/2 10 5/8 SAIEX Spirit of America Energy Fund HOLD-S 12 1/4 TECH 0.0 n/a n/a
12 1/8 10 SACEX Spirit of America Energy Fund HOLD-S 11 1/2 TECH -1.1 -18.6 n/a
10 5/8 9 3/8 SOITX Spirit of America Income Fund HOLD-S 10 3/8 TECH 0.0 -10.8 n/a
10 1/2 9 3/8 SOAIX Spirit of America Income Fund HOLD-S 10 3/8 TECH 0.0 -15.3 n/a
10 8 1/8 SOAAX Spirit of America Investment F SELL 10 TECH 1.3 -18.4 n/a
8 5/8 8 SACFX Spirit of America Municipal Ta HOLD-S 8 1/2 TECH 0.0 1.5 n/a
35 3/8 24 SOAVX Spirit of America Value Fund SELL 35 3/8 TECH 0.0 26.9 n/a
59 3/4 38 3/4 SGDIX Sprott Gold Equity Fund Instit HOLD-S 55 1/2 TECH 0.0 n/a n/a
77 3/8 68 1/8 SPRDX Sprucegrove International Equi HOLD-B 69 1/2 TECH -5.8 -6.4 n/a
21 1/2 11 3/8 SPYGX Spyglass Growth Fund - Institu SELL 21 1/2 TECH 50.9 n/a n/a
11 1/2 9 7/8 SSIQX SSGA International Stock Selec HOLD-S 11 1/4 TECH 0.0 1.1 n/a
12 9 3/4 SSAIX SSGA International Stock Selec HOLD 11 1/4 TECH -2.2 5.9 n/a
12 3/8 9 3/4 SSILX SSGA International Stock Selec HOLD 11 5/8 TECH 0.0 20.8 n/a
283 1/2 222 1/4 SVSPX SSGA S&P 500 Index Fd SELL 283 1/2 TECH 0.0 n/a n/a
10 7/8 10 1/4 JAJWX Stable Value Portfolio - Class SELL 10 7/8 TECH 0.0 8.8 n/a
8 1/8 8 SFBDX State Farm Municipal Bond Fund HOLD 8 1/8 TECH 1.6 -8.5 n/a
452 1/2 321 STFAX State Street Equity 500 Index SELL 452 1/2 TECH 0.7 52.9 n/a
451 1/2 326 1/4 STBIX State Street Equity 500 Index SELL 451 1/2 TECH 0.3 35.7 n/a
450 3/8 319 5/8 SSFRX State Street Equity 500 Index SELL 450 3/8 TECH 0.0 n/a n/a
114 1/4 91 1/2 SSGLX State Street Global Equity Ex- HOLD 108 3/4 TECH 0.0 22.2 n/a
115 92 SSGHX State Street Global Equity Ex- HOLD 108 TECH -2.7 5.9 n/a
125 1/2 104 5/8 SSHQX State Street Hedged Internatio HOLD-S 124 TECH -0.2 17.7 n/a
1 1 SSVMM State Street Insti Liquid Rese HOLD-W 1 TECH 0.0 0.0 n/a
1 1 TRIMM State Street Insti Treasury Fd HOLD-W 1 TECH 0.0 0.0 n/a
1 1 TPIMM State Street Insti Treasury Pl HOLD-W 1 TECH 0.0 0.0 n/a
1 1 GVSMM State Street Insti U.S. Govern HOLD-W 1 TECH 0.0 n/a n/a
1 1 SSHMM State Street Institutional Liq HOLD-W 1 TECH 0.0 0.0 n/a
1 1 TILMM State Street Institutional Liq HOLD-W 1 TECH 0.0 0.0 n/a
1 1 SSYMM State Street Institutional Liq HOLD-W 1 TECH 0.0 0.0 n/a
20 5/8 16 1/4 SIVIX State Street Institutional Sma SELL 20 5/8 TECH 0.0 n/a n/a
1 1 CSJMM State Street Institutional Tre HOLD-W 1 TECH 0.0 n/a n/a
1 1 TRVMM State Street Institutional Tre HOLD-W 1 TECH 0.0 n/a n/a
1 1 OPTMM State Street Institutional Tre HOLD-W 1 TECH 0.0 0.0 n/a
1 1 BVYMM State Street Institutional Tre HOLD-W 1 TECH 0.0 n/a n/a
1 1 OPRMM State Street Institutional Tre HOLD-W 1 TECH 0.0 0.0 n/a
1 1 SSJMM State Street Institutional Tre HOLD-W 1 TECH 0.0 n/a n/a
1 1 SAHMM State Street Institutional U.S HOLD-W 1 TECH 0.0 0.0 n/a
1 1 SALMM State Street Institutional U.S HOLD-W 1 TECH 0.0 0.0 n/a
16 5/8 11 3/4 SUSSX State Street Institutional U.S SELL 16 5/8 TECH 2.3 16.7 n/a
11 1/4 8 1/8 SSRSX State Street Real Estate Secur SELL 11 1/4 TECH 2.3 -1.1 n/a
61 1/8 44 1/8 SSSPX State Street S&P 500 Index V.I SELL 61 1/8 TECH 0.8 33.6 n/a
14 3/4 11 5/8 SSSEX State Street Small-Cap Equity SELL 14 3/4 TECH 1.7 18.0 n/a
334 1/4 219 SSMKX State Street Small/Mid Cap Equ SELL 334 1/4 TECH 1.3 -1.5 n/a
334 221 1/4 SSMLX State Street Small/Mid Cap Equ SELL 334 TECH 0.0 26.8 n/a
14 7/8 13 SSAZX State Street Target Retirement SELL 14 7/8 TECH 1.7 n/a n/a
16 1/2 13 3/4 SSAWX State Street Target Retirement SELL 16 1/2 TECH 0.0 n/a n/a
15 7/8 13 1/2 SSAOX State Street Target Retirement HOLD-S 15 7/8 TECH 0.0 n/a n/a
12 7/8 11 SSBSX State Street Target Retirement SELL 12 7/8 TECH 0.0 13.2 n/a
13 7/8 11 1/2 SSBWX State Street Target Retirement SELL 13 7/8 TECH 0.9 n/a n/a
15 1/8 12 1/8 SSCNX State Street Target Retirement SELL 15 1/8 TECH 0.0 n/a n/a
16 1/8 13 1/2 SSFPX State Street Target Retirement SELL 16 1/8 TECH 0.0 n/a n/a
14 3/4 12 7/8 SSCJX State Street Target Retirement HOLD-S 14 3/4 TECH 2.6 29.7 n/a
12 3/4 11 SSBRX State Street Target Retirement SELL 12 3/4 TECH 0.0 7.4 n/a
1 1 TAQMM State Street Treasury Obligati HOLD-W 1 TECH 0.0 n/a n/a
10 1/4 10 CRDEX Stepstone Private Credit Incom HOLD-S 10 1/8 TECH 0.0 n/a n/a
10 1/8 10 CDDEX Stepstone Private Credit Incom HOLD-W 10 1/8 TECH 0.0 n/a n/a
12 5/8 11 1/8 STDUX Stepstone Private Infrastructu SELL 12 5/8 TECH 1.0 n/a n/a
55 5/8 47 1/8 XPMIX Stepstone Private Markets Clas SELL 55 5/8 TECH 0.0 n/a n/a
54 3/4 46 5/8 XPMTX Stepstone Private Markets Clas SELL 54 5/8 TECH 0.2 n/a n/a
9 1/2 9 BWVAX Sterling Capital West Virgini HOLD 9 3/8 TECH 0.0 n/a n/a
10 1/2 8 3/4 SBIIX Sterling Capital Behavioral HOLD 10 TECH 0.0 17.6 n/a
10 3/8 8 3/4 SBIDX Sterling Capital Behavioral HOLD 10 TECH 0.0 n/a n/a
10 1/2 8 3/4 SBIAX Sterling Capital Behavioral HOLD 10 TECH 0.0 n/a n/a
32 1/8 22 3/4 BBISX Sterling Capital Behavioral La SELL 32 1/8 TECH 2.4 42.8 n/a
23 3/8 16 1/2 STRBX Sterling Capital Behavioral Sm SELL 23 3/8 TECH 3.3 32.6 n/a
8 7/8 8 1/8 BBGVX Sterling Capital Intermediate HOLD 8 5/8 TECH 0.0 -4.2 n/a
7 1/4 6 1/8 SCCNX Sterling Capital Long Duration HOLD-S 7 TECH -1.8 -18.8 n/a
68 3/8 57 STRNX Sterling Capital Mid Cap Relat SELL 68 3/8 TECH 0.0 n/a n/a
72 1/8 58 1/8 STRGX Sterling Capital Mid Cap Relat SELL 72 1/8 TECH 0.0 21.2 n/a
71 5/8 58 1/2 STRLX Sterling Capital Mid Cap Relat SELL 71 5/8 TECH 0.0 -2.2 n/a
17 5/8 14 3/4 STRMX Sterling Capital Mid Value Fun SELL 17 5/8 TECH 3.7 6.0 n/a
10 1/4 9 5/8 BBNCX Sterling Capital North Carolin HOLD 10 TECH 0.0 n/a n/a
54 1/8 40 3/8 STSNX Sterling Capital Small Cap Val HOLD-S 52 TECH 0.0 -16.8 n/a
53 1/8 41 3/8 STSCX Sterling Capital Small Cap Val HOLD-S 52 7/8 TECH 0.0 -10.0 n/a
10 1/2 10 1/8 BSCIX Sterling Capital South Carolin HOLD 10 3/8 TECH 0.0 -1.2 n/a
29 1/2 24 1/8 BOPAX Sterling Capital Special Oppor SELL 29 1/2 TECH 0.0 22.9 n/a
19 3/4 16 BOPCX Sterling Capital Special Oppor SELL 19 3/4 TECH 0.0 -10.7 n/a
9 3/4 9 5/8 BUSRX Sterling Capital Ultra Short B SELL 9 3/4 TECH 0.0 2.6 n/a
9 3/4 9 5/8 BUSIX Sterling Capital Ultra Short B SELL 9 3/4 TECH 0.0 1.3 n/a
11 1/4 10 1/2 BVATX Sterling Capital Virginia Inte HOLD-S 11 TECH 0.0 -1.1 n/a
8 1/4 7 1/2 SCJCX Steward Covered Call Income Fu HOLD-S 8 1/4 TECH 3.1 1.5 n/a
30 1/4 27 1/8 SMNIX Steward Equity Market Neutral HOLD-B 28 1/4 TECH -3.8 10.2 n/a
35 3/8 28 1/4 SGIDX Steward Global Equity Income F HOLD-S 35 1/4 TECH 0.0 4.1 n/a
26 3/4 22 3/4 SNTKX Steward International Enhanced HOLD 25 1/2 TECH -3.3 6.3 n/a
21 7/8 19 1/8 SNTFX Steward International Enhanced HOLD 20 7/8 TECH 1.2 9.2 n/a
31 7/8 21 7/8 SJCIX Steward Large Cap Core Fund Cl SELL 31 7/8 TECH 1.2 39.3 n/a
31 3/4 22 1/4 SJCAX Steward Large Cap Core Fund Cl SELL 31 3/4 TECH 0.0 n/a n/a
33 22 1/4 SJGIX Steward Large Cap Growth Fund SELL 33 TECH 0.0 76.0 n/a
14 3/4 11 1/8 SCECX Steward Values-Focused Small-M SELL 14 3/4 TECH 9.3 -2.5 n/a
35 3/8 27 7/8 SGISX Stewart Global Equity Income F SELL 35 3/8 TECH 1.8 n/a n/a
5 3/8 4 5/8 AGCXX Stit Government & Agency Portf BUY +4> 4 5/8 TECH 0.0 1133.3 n/a
1 1 AGIMM Stit Government & Agency Portf HOLD-W 1 TECH 0.0 n/a n/a
1 1 AGCMM Stit Government & Agency Portf HOLD-W 1 TECH 0.0 0.0 n/a
5 3/8 4 5/8 AGVXX Stit Government & Agency Portf HOLD-W 4 5/8 TECH -5.1 n/a n/a
5 3/8 4 5/8 TSPXX Stit Treasury Obligations Port HOLD-W 4 5/8 TECH -2.6 n/a n/a
1 1 TSMMM Stit Treasury Obligations Port HOLD-W 1 TECH 0.0 n/a n/a
5 3/8 4 5/8 TSVXX Stit Treasury Obligations Port HOLD-W 4 5/8 TECH -2.6 n/a n/a
5 1/4 4 5/8 TSSXX Stit Treasury Obligations Port HOLD-W 4 5/8 TECH 0.0 n/a n/a
1 1 TYCMM Stit Treasury Portfolio Corp C HOLD-W 1 TECH 0.0 n/a n/a
1 1 TRSMM Stit Treasury Portfolio Person HOLD-W 1 TECH 0.0 n/a n/a
5 3/8 4 5/8 TPFXX Stit Treasury Portfolio Privat HOLD-W 4 5/8 TECH 0.0 42.3 n/a
1 1 TREMM Stit Treasury Portfolio Reserv HOLD-W 1 TECH 0.0 n/a n/a
5 3/8 4 5/8 TREXX Stit Treasury Portfolio Reserv HOLD-W 4 5/8 TECH 0.0 n/a n/a
5 3/8 4 5/8 TRRXX Stit Treasury Portfolio Resour HOLD-W 4 5/8 TECH 0.0 n/a n/a
10 7/8 10 1/4 AARTX Stone Ridge Art Risk Premium F BUY +6> 10 1/2 TECH 0.0 n/a n/a
12 1/8 10 1/2 SRDBX Stone Ridge Diversified Altern HOLD 11 1/8 TECH 0.0 7.2 n/a
9 7/8 9 3/8 FSLTX Strategic Advisers Alternative HOLD-S 9 7/8 TECH 0.0 n/a n/a
13 1/4 10 1/2 FUSIX Strategic Advisers Fidelity HOLD 12 3/8 TECH 0.0 39.4 n/a
12 7/8 10 1/2 FGOMX Strategic Advisers Fidelity Em HOLD-S 12 1/2 TECH 0.0 17.6 n/a
8 3/4 8 1/4 FPIOX Strategic Advisers Income Oppo SELL 8 3/4 TECH 0.0 n/a n/a
12 5/8 10 1/4 FILFX Strategic Advisers Internation HOLD-S 12 1/8 TECH -1.0 n/a n/a
9 8 1/8 FSMUX Strategic Advisers Municipal B HOLD 8 7/8 TECH 0.0 6.0 n/a
9 1/4 8 3/4 RFCCX Strategic Bond Fund Class C HOLD 9 TECH 0.0 n/a n/a
9 8 1/8 AAENX Strategic Enhanced Yield Fund HOLD 8 5/8 TECH 0.0 4.5 -13.8
9 8 1/4 APENX Strategic Enhanced Yield Fund HOLD 8 3/4 TECH -2.8 -11.4 n/a
13 10 3/4 SRGAX Stringer Growth Fd Cl A SELL 13 TECH 2.0 7.2 n/a
51 5/8 39 1/2 NRAEX Sustainable Equity Fund Class SELL 51 5/8 TECH 0.0 n/a n/a
57 7/8 45 7/8 AFEDX Sustainable Equity Fund Class SELL 57 7/8 TECH 2.9 n/a n/a
51 7/8 40 1/2 REQTX Sustainable Equity Fund Class SELL 51 7/8 TECH 0.2 12.5 n/a
48 3/4 39 REQCX Sustainable Equity Fund Class SELL 48 3/4 TECH 0.0 n/a n/a
12 3/4 9 3/4 FATOX Sustainable Multi-Asset Port C SELL 12 5/8 TECH 0.0 31.2 n/a
9 1/8 8 1/8 SDFCX Swan Defined Risk Emerging Mar HOLD 8 3/4 TECH 0.0 6.1 n/a
9 7/8 8 5/8 SDJCX Swan Defined Risk Foreign Fund HOLD 9 3/8 TECH -1.3 0.0 n/a
10 1/4 9 SDJAX Swan Defined Risk Foreign Fund HOLD 9 3/4 TECH 1.3 9.9 n/a
15 3/4 13 3/4 SDRAX Swan Defined Risk Fund Class A HOLD-S 15 3/4 TECH 0.0 13.5 n/a
15 7/8 14 SDRIX Swan Defined Risk Fund Class I HOLD-S 15 7/8 TECH 0.0 3.3 n/a
15 11 7/8 SDAAX Swan Defined Risk Growth Fund HOLD-S 14 1/8 TECH 0.0 -12.4 n/a
15 1/4 12 1/4 SDAIX Swan Defined Risk Growth Fund HOLD 14 3/8 TECH 0.0 9.5 n/a
15 11 7/8 SDCIX Swan Defined Risk U.S. Small C SELL 15 TECH 0.8 9.1 n/a
10 1/4 8 3/4 XSWZX Swiss Helvetia Fund Inc. HOLD 9 1/4 TECH 0.0 n/a n/a
10 9 3/4 SPMFX Symmetry Panoramic Municipal F HOLD-S 10 TECH 0.0 2.6 n/a
16 1/2 13 SPGTX Symmetry Panoramic Tax-Managed SELL 16 1/2 TECH 0.0 20.0 n/a
9 3/4 9 1/8 SPUBX Symmetry Panoramic US Fixed In HOLD 9 1/2 TECH 0.0 -3.8 n/a