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| Name: |
Winslow Evans & Crocker Inc. |
| City: |
BOSTON |
| State: |
MA |
| Zip: |
02110 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
PAYX |
Paychex Inc |
105 |
New |
$120.10 |
$1,156,000 |
12,400 |
0.22% |
1,156,000 |
12,400 |
0.003 |
Staffing & Outsourcin... |
|
|
VGK |
Vanguard European Stock VIPERS |
111 |
New |
$66.79 |
$1,117,000 |
18,547 |
0.21% |
1,117,000 |
18,547 |
0.008 |
Closed - End Fund - E... |
|
|
MNDL |
Mandalay Digital Group Inc |
131 |
New |
$2.06 |
$957,000 |
16,925 |
0.18% |
957,000 |
16,925 |
0.024 |
Diversified Investments |
|
|
ZEN |
Zendesk, Inc. |
166 |
New |
$77.48 |
$710,000 |
4,960 |
0.13% |
710,000 |
4,960 |
0.004 |
N/A |
|
|
TWLO |
Twilio Inc |
180 |
New |
$61.89 |
$618,000 |
1,825 |
0.12% |
618,000 |
1,825 |
0.001 |
N/A |
|
|
TTD |
Trade Desk, Inc. |
233 |
New |
$88.59 |
$363,000 |
454 |
0.07% |
363,000 |
454 |
0.001 |
N/A |
|
|
QCLN |
First Trust NASDAQ Clean Ed... |
238 |
New |
$34.39 |
$358,000 |
5,096 |
0.07% |
358,000 |
5,096 |
0 |
N/A |
|
|
CATC |
Cambridge Bancorp |
246 |
New |
$66.77 |
$335,000 |
4,800 |
0.06% |
335,000 |
4,800 |
0.069 |
Domestic Regional Banks |
|
|
RSP |
Guggenheim ETF Trust - Gugg... |
268 |
New |
$162.79 |
$304,000 |
2,382 |
0.06% |
304,000 |
2,382 |
0.002 |
Closed - End Fund - E... |
|
|
CME |
CME Group Inc |
284 |
New |
$207.65 |
$277,000 |
1,523 |
0.05% |
277,000 |
1,523 |
0 |
Business Services |
|
|
IWR |
iShares Tr Rssll MidCap Indx |
336 |
New |
$80.78 |
$193,000 |
2,816 |
0.04% |
193,000 |
2,816 |
0.001 |
Closed - End Fund - E... |
|
|
FPX |
First Trust US IPO Index |
342 |
New |
$101.62 |
$184,000 |
1,557 |
0.03% |
184,000 |
1,557 |
0.034 |
Closed - End Fund - Debt |
|
|
ARKK |
Ark Innovation ETF |
379 |
New |
$45.47 |
$149,000 |
1,200 |
0.03% |
149,000 |
1,200 |
0 |
N/A |
|
|
HGEN |
Humanigen Inc |
385 |
New |
$0.00 |
$144,000 |
8,250 |
0.03% |
144,000 |
8,250 |
0.016 |
N/A |
|
|
SNLN |
Highland Iboxx Senior Loan |
387 |
New |
$14.62 |
$141,000 |
8,800 |
0.03% |
141,000 |
8,800 |
0.251 |
N/A |
|
|
XLE |
SPDR Energy Sector |
390 |
New |
$92.57 |
$136,000 |
3,583 |
0.03% |
136,000 |
3,583 |
0 |
Closed - End Fund - E... |
|
|
IXN |
iShares Tr S&P Glbl Info Tch |
398 |
New |
$72.86 |
$127,000 |
424 |
0.02% |
127,000 |
424 |
0.001 |
Closed - End Fund - E... |
|
|
WCLD |
Wisdomtree Cloud Computing Etf |
403 |
New |
$0.00 |
$123,000 |
2,300 |
0.02% |
123,000 |
2,300 |
0.091 |
N/A |
|
|
VNT |
Vontier Corp |
406 |
New |
$39.44 |
$122,000 |
3,656 |
0.02% |
122,000 |
3,656 |
0.003 |
N/A |
|
|
SSTK |
Shutterstock, Inc. |
410 |
New |
$39.24 |
$120,000 |
1,675 |
0.02% |
120,000 |
1,675 |
0.005 |
Business Services |
|
|
ENSG |
Ensign Group Inc |
419 |
New |
$116.89 |
$111,000 |
1,525 |
0.02% |
111,000 |
1,525 |
0 |
Long-Term Care Facili... |
|
|
MASI |
Masimo Corp |
425 |
New |
$137.00 |
$107,000 |
400 |
0.02% |
107,000 |
400 |
0.001 |
Medical Appliances & ... |
|
|
VTRS |
Upjohn Inc |
431 |
New |
$11.78 |
$103,000 |
5,492 |
0.02% |
103,000 |
5,492 |
0.001 |
N/A |
|
|
IYC |
iShares Dow Jones US Consum... |
440 |
New |
$79.09 |
$98,000 |
1,392 |
0.02% |
98,000 |
1,392 |
0 |
Closed - End Fund - E... |
|
|
SCCO |
Southern Peru Copper Corp |
441 |
New |
$115.17 |
$98,000 |
1,510 |
0.02% |
98,000 |
1,510 |
0 |
Gold |
|
|
UMBF |
UMB Financial Corp |
442 |
New |
$82.56 |
$97,000 |
1,400 |
0.02% |
97,000 |
1,400 |
0.003 |
Domestic Regional Banks |
|
|
PFF |
iShares S&P U.S. Preferred ... |
445 |
New |
$31.54 |
$95,000 |
2,479 |
0.02% |
95,000 |
2,479 |
0 |
Closed - End Fund - E... |
|
|
LMBS |
First Trust Low Duration Mo... |
455 |
New |
$0.00 |
$93,000 |
1,820 |
0.02% |
93,000 |
1,820 |
0 |
N/A |
|
|
RIO |
Rio Tinto Plc (ADR) |
464 |
New |
$68.94 |
$90,000 |
1,200 |
0.02% |
90,000 |
1,200 |
0 |
Gold |
|
|
APPN |
Appian Corp |
489 |
New |
$31.98 |
$81,000 |
500 |
0.02% |
81,000 |
500 |
0 |
N/A |
|
|
EDF |
Citigrp Fdng Eqty Intel |
497 |
New |
$5.55 |
$78,000 |
9,653 |
0.01% |
78,000 |
9,653 |
0 |
Closed - End Fund - F... |
|
|
IYF |
iShares Dow Jones US Financ... |
496 |
New |
$92.48 |
$78,000 |
1,168 |
0.01% |
78,000 |
1,168 |
0.103 |
Closed - End Fund - E... |
|
|
IWO |
iShares Russell 2000 Growth |
510 |
New |
$256.87 |
$75,000 |
260 |
0.01% |
75,000 |
260 |
0 |
Closed - End Fund - E... |
|
|
NULG |
Nushares Esg Large Cap Grow... |
509 |
New |
$0.00 |
$75,000 |
1,325 |
0.01% |
75,000 |
1,325 |
0.012 |
N/A |
|
|
ARKG |
Ark Genomic Revolution Mult... |
515 |
New |
$0.00 |
$73,000 |
779 |
0.01% |
73,000 |
779 |
0 |
N/A |
|
|
ELAN |
Elanco Animal Health Inc |
516 |
New |
$13.53 |
$73,000 |
2,380 |
0.01% |
73,000 |
2,380 |
0 |
N/A |
|
|
ACES |
Alps Clean Energy Etf |
517 |
New |
$0.00 |
$72,000 |
900 |
0.01% |
72,000 |
900 |
0.02 |
N/A |
|
|
IWZ |
iShares Russell 3000 Growth |
519 |
New |
$115.52 |
$70,000 |
784 |
0.01% |
70,000 |
784 |
0.001 |
Closed - End Fund - E... |
|
|
HOLX |
Hologic Inc |
521 |
New |
$76.54 |
$69,000 |
950 |
0.01% |
69,000 |
950 |
0.003 |
Medical Appliances & ... |
|
|
IUSB |
Ishares Core Total Usd Bond... |
524 |
New |
$0.00 |
$69,000 |
1,270 |
0.01% |
69,000 |
1,270 |
0.001 |
N/A |
|
|
EBC |
Eastern Bankshares, Inc. |
537 |
New |
$13.58 |
$65,000 |
4,000 |
0.01% |
65,000 |
4,000 |
0.002 |
N/A |
|
|
KIM |
Kimco Realty Corp |
532 |
New |
$19.10 |
$65,000 |
4,298 |
0.01% |
65,000 |
4,298 |
0.005 |
REIT - Retail |
|
|
RSG |
Republic Services Inc |
535 |
New |
$185.51 |
$65,000 |
675 |
0.01% |
65,000 |
675 |
0 |
Waste Management |
|
|
KR |
Kroger Co |
542 |
New |
$54.78 |
$64,000 |
2,000 |
0.01% |
64,000 |
2,000 |
0 |
Grocery Stores |
|
|
IWS |
iShares Tr Rssll Midcap Valu |
539 |
New |
$120.70 |
$64,000 |
661 |
0.01% |
64,000 |
661 |
0 |
Closed - End Fund - E... |
|
|
VXUS |
Vanguard Total Internationa... |
540 |
New |
$60.39 |
$64,000 |
1,070 |
0.01% |
64,000 |
1,070 |
0 |
Closed - End Fund - E... |
|
|
FAST |
Fastenal Co |
544 |
New |
$68.43 |
$63,000 |
1,280 |
0.01% |
63,000 |
1,280 |
0 |
Home Improvement Stores |
|
|
PFFA |
Virtus Infracap Us Preferre... |
555 |
New |
$0.00 |
$61,000 |
2,790 |
0.01% |
61,000 |
2,790 |
0.032 |
N/A |
|
|
MS |
Morgan Stanley |
562 |
New |
$93.64 |
$59,000 |
871 |
0.01% |
59,000 |
871 |
0 |
Investment Brokerage ... |
|
|
MELI |
Mercadolibre Inc |
560 |
New |
$1,630.56 |
$59,000 |
35 |
0.01% |
59,000 |
35 |
0.017 |
Business Services |
|
|
IAU |
iShares COMEX Gold Trust |
563 |
New |
$43.52 |
$29,000 |
1,600 |
0.01% |
58,000 |
1,600 |
0.005 |
Closed - End Fund - E... |
|
|
HLT |
Hilton Worldwide Holdings Inc. |
569 |
New |
$197.54 |
$56,000 |
500 |
0.01% |
56,000 |
500 |
0 |
Lodging |
|
|
FLTB |
Fidelity Limited Term Bond Etf |
581 |
New |
$0.00 |
$53,000 |
1,000 |
0.01% |
53,000 |
1,000 |
0 |
N/A |
|
|
EZU |
iShares MSCI-EMU |
582 |
New |
$0.00 |
$53,000 |
1,210 |
0.01% |
53,000 |
1,210 |
0 |
Closed - End Fund - E... |
|
|
TD |
Toronto-Dominion Bank (USA) |
595 |
New |
$54.66 |
$51,000 |
900 |
0.01% |
51,000 |
900 |
0 |
Domestic Money Center... |
|
|
GRNB |
Vaneck Vectors Green Bond Etf |
606 |
New |
$0.00 |
$49,000 |
1,745 |
0.01% |
49,000 |
1,745 |
0.106 |
N/A |
|
|
MINC |
Advisorshares Newfleet Mult... |
603 |
New |
$44.71 |
$49,000 |
1,000 |
0.01% |
49,000 |
1,000 |
0 |
N/A |
|
|
LI |
Li Auto Inc |
602 |
New |
$28.00 |
$49,000 |
1,700 |
0.01% |
49,000 |
1,700 |
0 |
N/A |
|
|
STRA |
Strayer Education Inc |
610 |
New |
$0.00 |
$48,000 |
500 |
0.01% |
48,000 |
500 |
0 |
Education & Training ... |
|
|
JPST |
Jp Morgan Ultra Short Incom... |
629 |
New |
$0.00 |
$44,000 |
855 |
0.01% |
44,000 |
855 |
0 |
N/A |
|
|
IOO |
iShares S&P Global 100 Index |
628 |
New |
$89.44 |
$44,000 |
692 |
0.01% |
44,000 |
692 |
0 |
Closed - End Fund - E... |
|
|
ORI |
Old Republic International ... |
634 |
New |
$30.62 |
$43,000 |
2,200 |
0.01% |
43,000 |
2,200 |
0 |
Surety & Title Insurance |
|
|
CSWC |
Capital Southwest Corp |
652 |
New |
$26.17 |
$39,000 |
2,225 |
0.01% |
39,000 |
2,225 |
0 |
Closed - End Fund - E... |
|
|
NEP |
Nextera Energy Partners, Lp |
657 |
New |
$30.91 |
$38,000 |
568 |
0.01% |
38,000 |
568 |
0 |
N/A |
|
|
ALGN |
Align Technology Inc |
658 |
New |
$287.87 |
$37,000 |
70 |
0.01% |
37,000 |
70 |
0 |
Medical Appliances & ... |
|
|
FDG |
American Century Focused Dy... |
661 |
New |
$0.00 |
$36,000 |
480 |
0.01% |
36,000 |
480 |
0 |
N/A |
|
|
NULV |
Nushares Esg Large Cap Valu... |
670 |
New |
$0.00 |
$35,000 |
1,050 |
0.01% |
35,000 |
1,050 |
0 |
N/A |
|
|
NUSC |
Nushares Esg Small Cap Etf |
672 |
New |
$0.00 |
$35,000 |
915 |
0.01% |
35,000 |
915 |
0 |
N/A |
|
|
ICSH |
Ishares Ultra Short Term Bo... |
675 |
New |
$0.00 |
$34,000 |
680 |
0.01% |
34,000 |
680 |
0 |
N/A |
|
|
MIME |
Mimecast Ltd |
678 |
New |
$79.92 |
$34,000 |
600 |
0.01% |
34,000 |
600 |
0 |
N/A |
|
|
NUMG |
Nushares Esg Mid Cap Growth... |
677 |
New |
$0.00 |
$34,000 |
690 |
0.01% |
34,000 |
690 |
0 |
N/A |
|
|
NYB.PU |
New York Community Bancorp Inc |
683 |
New |
$34.47 |
$33,000 |
725 |
0.01% |
33,000 |
725 |
0.007 |
N/A |
|
|
TRST |
Trustco Bank Corp /ny/ |
685 |
New |
$27.93 |
$6,600 |
1,000 |
0.01% |
33,000 |
1,000 |
0 |
Domestic Regional Banks |
|
|
PINS |
Pinterest, Inc. |
686 |
New |
$40.41 |
$33,000 |
500 |
0.01% |
33,000 |
500 |
0 |
N/A |
|
|
VPL |
Vanguard Pacific Stock Vipers |
694 |
New |
$74.68 |
$32,000 |
400 |
0.01% |
32,000 |
400 |
0 |
Closed - End Fund - E... |
|
|
AAL |
American Airlines Group Inc |
692 |
New |
$13.85 |
$32,000 |
2,000 |
0.01% |
32,000 |
2,000 |
0 |
Major Airlines |
|
|
CBRL |
Cracker Barrel Old Country |
696 |
New |
$56.17 |
$32,000 |
240 |
0.01% |
32,000 |
240 |
0 |
Restaurants |
|
|
NICE |
NICE Systems Ltd (ADR) |
697 |
New |
$221.48 |
$31,000 |
108 |
0.01% |
31,000 |
108 |
0.012 |
Computer Peripherals |
|
|
XHB |
SPDR S&P Homebuilders |
709 |
New |
$105.22 |
$29,000 |
515 |
0.01% |
29,000 |
515 |
0 |
Closed - End Fund - E... |
|
|
CSJ |
iShares Barclays 1-3 Year C... |
708 |
New |
$51.01 |
$29,000 |
524 |
0.01% |
29,000 |
524 |
0 |
Closed - End Fund - E... |
|
|
DLS |
WisdomTree Trust Internatio... |
704 |
New |
$62.48 |
$29,000 |
425 |
0.01% |
29,000 |
425 |
0.002 |
Closed - End Fund - E... |
|
|
EUSA |
Ishares Msci Usa Index Fund |
707 |
New |
$87.45 |
$29,000 |
400 |
0.01% |
29,000 |
400 |
0 |
N/A |
|
|
IWN |
iShares Russell 2000 Value |
714 |
New |
$154.21 |
$28,000 |
210 |
0.01% |
28,000 |
210 |
0 |
Closed - End Fund - E... |
|
|
DFJ |
WisdomTree Trust Japan Smal... |
711 |
New |
$76.34 |
$28,000 |
388 |
0.01% |
28,000 |
388 |
0.011 |
Closed - End Fund - E... |
|
|
KNDI |
Kandi Technologies Corp |
718 |
New |
$2.46 |
$28,000 |
4,000 |
0.01% |
28,000 |
4,000 |
0 |
Gold |
|
|
NUDM |
Nushares Esg International ... |
730 |
New |
$0.00 |
$27,000 |
930 |
0.01% |
27,000 |
930 |
0.01 |
N/A |
|
|
ANIK |
Anika Therapeutics Inc |
719 |
New |
$27.59 |
$27,000 |
590 |
0.01% |
27,000 |
590 |
0.061 |
Biotechnology |
|
|
DIAL |
Columbia Diversified Fixed ... |
722 |
New |
$0.00 |
$27,000 |
1,204 |
0.01% |
27,000 |
1,204 |
0 |
N/A |
|
|
NUEM |
Nushares Esg Emerging Marke... |
733 |
New |
$0.00 |
$26,000 |
760 |
0% |
26,000 |
760 |
0.004 |
N/A |
|
|
BND |
Vanguard Total Bond Market ETF |
734 |
New |
$71.35 |
$26,000 |
300 |
0% |
26,000 |
300 |
0 |
Closed - End Fund - E... |
|
|
ESGG |
Flexshares Stoxx Global Esg... |
732 |
New |
$0.00 |
$26,000 |
210 |
0% |
26,000 |
210 |
0.003 |
N/A |
|
|
SAR |
Saratoga Investment Corp |
742 |
New |
$23.57 |
$25,000 |
1,200 |
0% |
25,000 |
1,200 |
0 |
Asset Management |
|
|
EMQQ |
Emqq The Emerging Markets I... |
739 |
New |
$35.03 |
$25,000 |
400 |
0% |
25,000 |
400 |
0 |
N/A |
|
|
PWR |
Quanta Services Inc |
743 |
New |
$256.33 |
$25,000 |
350 |
0% |
25,000 |
350 |
0 |
General Contractors |
|
|
SPCE.U |
Virgin Galactic Holdings Units |
749 |
New |
$0.95 |
$24,000 |
1,000 |
0% |
24,000 |
1,000 |
0 |
N/A |
|
|
TTWO |
Take-Two Interactive |
747 |
New |
$145.88 |
$24,000 |
117 |
0% |
24,000 |
117 |
0 |
Technical & System So... |
|
|
HIFS |
Hingham Institution for Sav... |
763 |
New |
$177.63 |
$22,000 |
100 |
0% |
22,000 |
100 |
0.018 |
Domestic Regional Banks |
|
|
BBH |
Vaneck Vectors Biotech |
780 |
New |
$157.33 |
$21,000 |
125 |
0% |
21,000 |
125 |
0.004 |
N/A |
|
|
ICLR |
ICON plc (ADR) |
781 |
New |
$309.02 |
$21,000 |
110 |
0% |
21,000 |
110 |
0 |
Research Services |
|
|
AYRO |
Ayro Inc |
783 |
New |
$0.53 |
$21,000 |
3,500 |
0% |
21,000 |
3,500 |
0 |
Wireless Communications |
|
