| VUG / Vanguard Index Funds - Vanguard Growth ETF
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| AAPL / Apple Inc.
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| IBM / International Business Machines Corporation
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| INTC / Intel Corporation
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| JPM / JPMorgan Chase & Co.
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| VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
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| SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
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| BP / BP p.l.c. - Depositary Receipt (Common Stock)
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| DUK / Duke Energy Corporation
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| AMZN / Amazon.com, Inc.
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| AEP / American Electric Power Company, Inc.
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| VDE / Vanguard World Fund - Vanguard Energy ETF
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| MMM / 3M Company
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| MNRL / Brigham Minerals Inc - Class A
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| FCX / Freeport-McMoRan Inc.
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| KD / Kyndryl Holdings, Inc.
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| VTV / Vanguard Index Funds - Vanguard Value ETF
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| OYST / Oyster Point Pharma Inc
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| VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
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| BA / The Boeing Company
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| CUSTOMERS BK PHOENIXVILLE PA CD
/ CD (23204HLF3) |
|
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| DISCOVER BANK CD
/ CD (254673P75) |
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| FVCBANKCORP INC CD
/ CD (302978BR1) |
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| BMO HARRIS BK NATL ASSN CHICAG CD
/ CD (05600XJT8) |
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| BEAL BK PLANO TEX CD
/ CD (07371BCG4) |
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| CHINA /
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| FIRST REPUBLIC BANK SAN FRANCI CD
/ CD (33616CJZ4) |
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| JPMORGAN CHASE BANK NA CD M/W QTRLY CLBL
/ CD M/W QTRLY CLBL (46593LEE5) |
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| MOUNTAIN COMM BK ERWIN TENN CD MTHLY
/ CD MTHLY (62400PKC3) |
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| UNITED FIDELITY BANK CD
/ CD (910286FN8) |
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| UNIVERSITY BANK CD MTHLY
/ CD MTHLY (914098DD7) |
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| WEBSTER BANK WATERBURY CD
/ CD (94768NLF9) |
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| WELLS FARGO BANK NATIONAL ASSN CD
/ CD (9497633B0) |
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| WESTERN ALLIANCE BANCORP CD
/ CD (95763PJF9) |
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| BHF / Brighthouse Financial, Inc.
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| VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
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| MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
|
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| VV / Vanguard Index Funds - Vanguard Large-Cap ETF
|
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| DOW / Dow Inc.
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| SRSC / Sears Canada Inc.
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| WFC / Wells Fargo & Company
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| SLVM / Sylvamo Corporation
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| HLNCF / Haleon plc
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| FUTY / Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
|
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| VGT / Vanguard World Fund - Vanguard Information Technology ETF
|
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| PG / The Procter & Gamble Company
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| MCD / McDonald's Corporation
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| TXN / Texas Instruments Incorporated
|
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| XOM / Exxon Mobil Corporation
|
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| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
|
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| HPE / Hewlett Packard Enterprise Company
|
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| AUB / Atlantic Union Bankshares Corporation
|
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| WMT / Walmart Inc.
|
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| STR / Sitio Royalties Corp.
|
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| WPC / W. P. Carey Inc.
|
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| DINO / HF Sinclair Corporation
|
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| PRU / Prudential Financial, Inc.
|
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| SHW / The Sherwin-Williams Company
|
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| LUV / Southwest Airlines Co.
|
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| ATO / Atmos Energy Corporation
|
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| CTVA / Corteva, Inc.
|
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| CCL / Carnival Corporation & plc
|
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| GOOG / Alphabet Inc.
|
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| EMR / Emerson Electric Co.
|
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| CVX / Chevron Corporation
|
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| VB / Vanguard Index Funds - Vanguard Small-Cap ETF
|
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| SBSI / Southside Bancshares, Inc.
|
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| BAC / Bank of America Corporation
|
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| VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
|
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| VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
|
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| FLO / Flowers Foods, Inc.
|
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| NSC / Norfolk Southern Corporation
|
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| EVRG / Evergy, Inc.
|
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| MRK / Merck & Co., Inc.
|
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| ENB / Enbridge Inc.
|
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| QCOM / QUALCOMM Incorporated
|
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| CAT / Caterpillar Inc.
|
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| BMY / Bristol-Myers Squibb Company
|
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| URI / United Rentals, Inc.
|
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| WTRG / Essential Utilities, Inc.
|
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| COP / ConocoPhillips
|
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| IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
|
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| TPH / Tri Pointe Homes, Inc.
|
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| BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
|
|
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|
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| JNJ / Johnson & Johnson
|
|
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| VZ / Verizon Communications Inc.
|
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| HSY / The Hershey Company
|
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|
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| KHC / The Kraft Heinz Company
|
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| KMB / Kimberly-Clark Corporation
|
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| AVNS / Avanos Medical, Inc.
|
|
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| DOW / Dow Inc.
|
|
|
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|
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|
| PM / Philip Morris International Inc.
|
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| SJM / The J. M. Smucker Company
|
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| BLDR / Builders FirstSource, Inc.
|
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| ETR / Entergy Corporation
|
|
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| MPX / Marine Products Corporation
|
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| MO / Altria Group, Inc.
|
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| TRMK / Trustmark Corporation
|
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| XEL / Xcel Energy Inc.
|
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| WBD / Warner Bros. Discovery, Inc.
|
|
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| SIRI / Sirius XM Holdings Inc.
|
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| EXPI / eXp World Holdings, Inc.
|
|
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| OGN / Organon & Co.
|
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| HAL / Halliburton Company
|
|
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|
|
|
|
| BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
|
|
|
|
|
|
|
|
| IWO / iShares Trust - iShares Russell 2000 Growth ETF
|
|
|
|
|
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|
|
| CC / The Chemours Company
|
|
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|
| VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
|
|
|
|
|
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|
|
| WAB / Westinghouse Air Brake Technologies Corporation
|
|
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|
|
| UNH / UnitedHealth Group Incorporated
|
|
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|
|
| CVCO / Cavco Industries, Inc.
|
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|
| PFG / Principal Financial Group, Inc.
|
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|
|
| IJR / iShares Trust - iShares Core S&P Small-Cap ETF
|
|
|
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|
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|
|
| KAMN / Kaman Corporation
|
|
|
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|
| ET / Energy Transfer LP - Limited Partnership
|
|
|
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|
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|
|
| CUZ / Cousins Properties Incorporated
|
|
|
|
|
|
|
|
| LITE / Lumentum Holdings Inc.
|
|
|
|
|
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|
|
| MDLZ / Mondelez International, Inc.
|
|
|
|
|
|
|
|
| DOCU / DocuSign, Inc.
|
|
|
|
|
|
|
|
| SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
|
|
| VIAV / Viavi Solutions Inc.
|
|
|
|
|
|
|
|
| TCNNF / Trulieve Cannabis Corp.
|
|
|
|
|
|
|
|
| GSK / GSK plc - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| HIVE / HIVE Digital Technologies Ltd.
|
|
|
|
|
|
|
|
| MFGP / Micro Focus International Plc - ADR
|
|
|
|
|
|
|
|
| DVY / iShares Trust - iShares Select Dividend ETF
|
|
|
|
|
|
|
|
| DXC / DXC Technology Company
|
|
|
|
|
|
|
|
| ACAD / ACADIA Pharmaceuticals Inc.
|
|
|
|
|
|
|
|
| AAL / American Airlines Group Inc.
|
|
|
|
|
|
|
|
| VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
|
|
|
|
|
|
|
|
| PEP / PepsiCo, Inc.
|
|
|
|
|
|
|
|
| NVDA / NVIDIA Corporation
|
|
|
|
|
|
|
|
| KO / The Coca-Cola Company
|
|
|
|
|
|
|
|
| VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
|
|
|
|
|
|
|
|
| BRK.B / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
| T / AT&T Inc.
|
|
|
|
|
|
|
|
| BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
|
|
|
|
|
|
|
|
.
