Market Value653,801,976
Total Holdings665
File Date2024-02-14
Original Filing (Click here)

All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the filings are required the following quarter from the reporting period, which means that by the time the filing is made (and we see them), the information could be five months old.

For funds with long term positions that make few trades, the holdings might closely resemble their current holdings, even after several months. However, for funds that have high turnover, the holdings data we see might differ significantly from their current holdings. Institutions are required to report CALL and PUT options, and those positions are identified in the table. However, they are not required to report short positions.

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Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
YUMC / Yum China Holdings, Inc.
QRVO / Qorvo, Inc.
VLTO / Veralto Corporation
AXP / American Express Company
TT / Trane Technologies plc
MURA / Mural Oncology plc
IONS / Ionis Pharmaceuticals, Inc.
CTAS / Cintas Corporation
LRCX / Lam Research Corporation
DRLL / EA Series Trust - Strive U.S. Energy ETF
WAB / Westinghouse Air Brake Technologies Corporation
GDV / The Gabelli Dividend & Income Trust
ES / Eversource Energy
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
NOC / Northrop Grumman Corporation
MRO / Marathon Oil Corporation
CTVA / Corteva, Inc.
AEP / American Electric Power Company, Inc.
ADP / Automatic Data Processing, Inc.
GIS / General Mills, Inc.
TMO / Thermo Fisher Scientific Inc.
MRVL / Marvell Technology, Inc.
WING / Wingstop Inc.
SNDL / SNDL Inc.
ABT / Abbott Laboratories
COIN / Coinbase Global, Inc.
OKE / ONEOK, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
ZS / Zscaler, Inc.
DK / Delek US Holdings, Inc.
DOCU / DocuSign, Inc.
IYJ / iShares Trust - iShares U.S. Industrials ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
VTRS / Viatris Inc.
NCLH / Norwegian Cruise Line Holdings Ltd.
NOW / ServiceNow, Inc.
MNKD / MannKind Corporation
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
PG / The Procter & Gamble Company
CARR / Carrier Global Corporation
HIW / Highwoods Properties, Inc.
NSP / Insperity, Inc.
DVN / Devon Energy Corporation
SWKS / Skyworks Solutions, Inc.
DWLD / Davis Fundamental ETF Trust - Davis Select Worldwide ETF
11L / Canopy Growth Corporation
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
GSSC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
QWLD / SPDR Index Shares Funds - SPDR MSCI World StrategicFactors ETF
NUV / Nuveen Municipal Value Fund, Inc.
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
TXRH / Texas Roadhouse, Inc.
B / Barrick Mining Corporation
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
ERET / iShares Trust - iShares Environmentally Aware Real Estate ETF
WS / Worthington Steel, Inc.
DDOG / Datadog, Inc.
STRV / EA Series Trust - Strive 500 ETF
FEP / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Europe AlphaDEX Fund
LDOS / Leidos Holdings, Inc.
CNP / CenterPoint Energy, Inc.
PNR / Pentair plc
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
UNG / United States Natural Gas Fund, LP - Limited Partnership
YUM / Yum! Brands, Inc.
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
JPC / Nuveen Preferred & Income Opportunities Fund
AA / Alcoa Corporation
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
GIGB / Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF
WY / Weyerhaeuser Company
DGRO / iShares Trust - iShares Core Dividend Growth ETF
NVT / nVent Electric plc
MLPA / Global X Funds - Global X MLP ETF
ABNB / Airbnb, Inc.
MELI / MercadoLibre, Inc.
HEZU / iShares Trust - iShares Currency Hedged MSCI Eurozone ETF
IAT / iShares Trust - iShares U.S. Regional Banks ETF
BKT / BlackRock Income Trust, Inc.
NLY / Annaly Capital Management, Inc.
TMUS / T-Mobile US, Inc.
MGM / MGM Resorts International
XOM / Exxon Mobil Corporation
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
DHR / Danaher Corporation
ECL / Ecolab Inc.
ELAN / Elanco Animal Health Incorporated
XRAY / DENTSPLY SIRONA Inc.
AMGN / Amgen Inc.
CLX / The Clorox Company
V / Visa Inc.
FDX / FedEx Corporation
LULU / lululemon athletica inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
JCI / Johnson Controls International plc
LLY / Eli Lilly and Company
URI / United Rentals, Inc.
ETN / Eaton Corporation plc
RADCQ / Rite Aid Corporation
FELC / Fidelity Covington Trust - Fidelity Enhanced Large Cap Core ETF
KMB / Kimberly-Clark Corporation
MKC / McCormick & Company, Incorporated
PENN / PENN Entertainment, Inc.
BSX / Boston Scientific Corporation
ZBH / Zimmer Biomet Holdings, Inc.
GEHC / GE HealthCare Technologies Inc.
AMD / Advanced Micro Devices, Inc.
ADNT / Adient plc
SJM / The J. M. Smucker Company
GEMD / Goldman Sachs ETF Trust - Goldman Sachs Access Emerging Markets USD Bond ETF
MRNA / Moderna, Inc.
TXN / Texas Instruments Incorporated
PAYX / Paychex, Inc.
RF / Regions Financial Corporation
SNV / Synovus Financial Corp.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
BIVI / BioVie Inc.
CELH / Celsius Holdings, Inc.
DMYI.U / dMY Technology Group, Inc. III Units, each consisting of one share of Class A common stock and one-f
PAVM / PAVmed Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
PAYC / Paycom Software, Inc.
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
BMY / Bristol-Myers Squibb Company
NWSA / News Corporation
LUMN / Lumen Technologies, Inc.
STX / Seagate Technology Holdings plc
KHC / The Kraft Heinz Company
SYK / Stryker Corporation
COLD / Americold Realty Trust, Inc.
TJX / The TJX Companies, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
NVDA / NVIDIA Corporation
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
META / Meta Platforms, Inc.
CCEP / Coca-Cola Europacific Partners PLC
UUUU / Energy Fuels Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
RIOT / Riot Platforms, Inc.
GPK / Graphic Packaging Holding Company
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
SII / Sprott Inc.
FOX / Fox Corporation
CSX / CSX Corporation
MRK / Merck & Co., Inc.
OGS / ONE Gas, Inc.
QCOM / QUALCOMM Incorporated
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
TGT / Target Corporation
IBM / International Business Machines Corporation
NFLX / Netflix, Inc.
MSFT / Microsoft Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
VZ / Verizon Communications Inc.
DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
NET / Cloudflare, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
USRT / iShares Trust - iShares Core U.S. REIT ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
GLD / SPDR Gold Trust
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
JPM / JPMorgan Chase & Co.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
LMT / Lockheed Martin Corporation
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
ORCL / Oracle Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
IWM / iShares Trust - iShares Russell 2000 ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
JNJ / Johnson & Johnson
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
DFSE / Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
MUB / iShares Trust - iShares National Muni Bond ETF
GOOG / Alphabet Inc.
PANW / Palo Alto Networks, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
COST / Costco Wholesale Corporation
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
MAR / Marriott International, Inc.
MGI / Moneygram International Inc.
SPG / Simon Property Group, Inc.
DUK / Duke Energy Corporation
AVGO / Broadcom Inc.
CHTR / Charter Communications, Inc.
SO / The Southern Company
FCBC / First Community Bankshares, Inc.
QTUM / ETF Series Solutions - Defiance Quantum ETF
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
BHK / BlackRock Core Bond Trust
CFR / Cullen/Frost Bankers, Inc.
RDS.B / Shell Plc - ADR
TRV / The Travelers Companies, Inc.
VINO / Gaucho Group Holdings, Inc.
TRGP / Targa Resources Corp.
SNA / Snap-on Incorporated
LYFT / Lyft, Inc.
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
INSG / Inseego Corp.
IVAN.WS / Ivanhoe Capital Acquisition Corp. Warrants, each whole warrant exercisable for one share of Class A
ED / Consolidated Edison, Inc.
VMW / Vmware Inc. - Class A
TRTN / Triton International Limited
SATS / EchoStar Corporation
EFC / Ellington Financial Inc.
ATEN / A10 Networks, Inc.
SSTK / Shutterstock, Inc.
GLBE / Global-E Online Ltd.
HOG / Harley-Davidson, Inc.
CBRL / Cracker Barrel Old Country Store, Inc.
REZ / iShares Trust - iShares Residential and Multisector Real Estate ETF
NEXA / Nexa Resources S.A.
FFTY / Innovator ETFs Trust - Innovator IBD 50 ETF
COO / The Cooper Companies, Inc.
EZFL / NextNRG Inc.
ACGL / Arch Capital Group Ltd.
EXPE / Expedia Group, Inc.
PGR / The Progressive Corporation
STT / State Street Corporation
TTC / The Toro Company
RDS.A / Shell Plc - ADR (Representing Ordinary Shares - Class A)
OPEN / Opendoor Technologies Inc.
FINX / Global X Funds - Global X FinTech ETF
US9021041085 / II-VI, Inc.
NUAN / Nuance Communications Inc
ESE / ESCO Technologies Inc.
US2935941151 / Enovix Corp. Warrant
BTT / Blackrock Municipal 2030 Target Term Trust
HYZNW / Hyzon Motors Inc - Warrants (02/10/2025)
IBDN / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2022 Term Corporate ETF
PZT / Invesco Exchange-Traded Fund Trust II - Invesco New York AMT-Free Municipal Bond ETF
242794204 / Decarbonization Plus Acquisition Corp. II
PARA / Paramount Global
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
NUGT / Direxion Shares ETF Trust - Direxion Daily Gold Miners Index Bull 2X Shares
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
MCO / Moody's Corporation
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
IHG / InterContinental Hotels Group PLC - Depositary Receipt (Common Stock)
WPRT / Westport Fuel Systems Inc.
SKY / Champion Homes, Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
PICK / iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF
NAC / Nuveen California Quality Municipal Income Fund
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
AYX / Alteryx, Inc.
PSXP / Phillips 66 Partners LP - Units
SHE / SPDR Series Trust - SPDR MSCI USA Gender Diversity ETF
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
FND / Floor & Decor Holdings, Inc.
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
GMF / SPDR Index Shares Funds - SPDR S&P Emerging Asia Pacific ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
AWAY / Amplify ETF Trust - Amplify Travel Tech ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
ENVX / Enovix Corporation
MQY / BlackRock MuniYield Quality Fund, Inc.
PLNT / Planet Fitness, Inc.
IBCE / BlackRock Institutional Trust Company N.A. - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF
ZEPP / Zepp Health Corporation - Depositary Receipt (Common Stock)
SEIC / SEI Investments Company
UNP / Union Pacific Corporation
NEE.PRQ / NextEra Energy, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
INDA / iShares Trust - iShares MSCI India ETF
BRK.B / Berkshire Hathaway Inc.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
OXY / Occidental Petroleum Corporation
DOV / Dover Corporation
TRMB / Trimble Inc.
SENEA / Seneca Foods Corporation
L / Loews Corporation
BNY / BlackRock New York Municipal Income Trust
CL / Colgate-Palmolive Company
DCRNW / Tritium DCFC Limited - Warrants (19/01/2026)
FMC / FMC Corporation
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
PRK / Park National Corporation
CBU / Community Financial System, Inc.
ACVA / ACV Auctions Inc.
FDLO / Fidelity Covington Trust - Fidelity Low Volatility Factor ETF
UAL / United Airlines Holdings, Inc.
BDX / Becton, Dickinson and Company
DBE / Invesco DB Multi-Sector Commodity Trust - Invesco DB Energy Fund
APPN / Appian Corporation
GWW / W.W. Grainger, Inc.
SGMO / Sangamo Therapeutics, Inc.
SBUX / Starbucks Corporation
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
DKNG / DraftKings Inc.
ENB / Enbridge Inc.
VMC / Vulcan Materials Company
ALKS / Alkermes plc
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
SHOP / Shopify Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
DG / Dollar General Corporation
RCL / Royal Caribbean Cruises Ltd.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
NRK / Nuveen New York AMT-Free Quality Municipal Income Fund
UPS / United Parcel Service, Inc.
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
FLYW / Flywire Corporation
IYF / iShares Trust - iShares U.S. Financials ETF
PVBC / Provident Bancorp, Inc.
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
EQIX / Equinix, Inc.
MA / Mastercard Incorporated
MDLZ / Mondelez International, Inc.
ALC / Alcon Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
XNTK / SPDR Series Trust - SPDR NYSE Technology ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
CHD / Church & Dwight Co., Inc.
ADI / Analog Devices, Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
DXC / DXC Technology Company
PNC / The PNC Financial Services Group, Inc.
SWBI / Smith & Wesson Brands, Inc.
TTEK / Tetra Tech, Inc.
ATR / AptarGroup, Inc.
AMSWA / American Software Inc. - Class A
MTB / M&T Bank Corporation
WFC / Wells Fargo & Company
ITB / iShares Trust - iShares U.S. Home Construction ETF
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
KEYS / Keysight Technologies, Inc.
MNST / Monster Beverage Corporation
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
YOLO / AdvisorShares Trust - AdvisorShares Pure Cannabis ETF
JKHY / Jack Henry & Associates, Inc.
MCD / McDonald's Corporation
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
KEY / KeyCorp
DLTR / Dollar Tree, Inc.
ADM / Archer-Daniels-Midland Company
C.WSA / Citigroup, Inc.
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
IIPR / Innovative Industrial Properties, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
INTC / Intel Corporation Put
KO / The Coca-Cola Company
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
SLCA / U.S. Silica Holdings, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
TEL / TE Connectivity plc
OMC / Omnicom Group Inc.
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
JETS / ETF Series Solutions - U.S. Global Jets ETF
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
LMND / Lemonade, Inc.
FCX / Freeport-McMoRan Inc.
CSGP / CoStar Group, Inc.
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
IAU / iShares Gold Trust
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
IWV / iShares Trust - iShares Russell 3000 ETF
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
SGEN / Seagen Inc
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
FIS / Fidelity National Information Services, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
PLTR / Palantir Technologies Inc.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
INCY / Incyte Corporation
EPD / Enterprise Products Partners L.P. - Limited Partnership
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
MPC / Marathon Petroleum Corporation
ELV / Elevance Health, Inc.
ICE / Intercontinental Exchange, Inc.
DOW / Dow Inc.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
D / Dominion Energy, Inc.
EXAS / Exact Sciences Corporation
WOR / Worthington Enterprises, Inc.
VVI / Pursuit Attractions and Hospitality, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
DLR / Digital Realty Trust, Inc.
EA / Electronic Arts Inc.
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
SLV / iShares Silver Trust
HSY / The Hershey Company
TWLO / Twilio Inc.
PKG / Packaging Corporation of America
NXPI / NXP Semiconductors N.V.
OMI / Owens & Minor, Inc.
GLW / Corning Incorporated
MMM / 3M Company
LUV / Southwest Airlines Co.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
INTC / Intel Corporation
MDU / MDU Resources Group, Inc.
NVAX / Novavax, Inc.
FSLY / Fastly, Inc.
CRM / Salesforce, Inc.
ROKU / Roku, Inc.
JBLU / JetBlue Airways Corporation
NYF / iShares Trust - iShares New York Muni Bond ETF
BNTX / BioNTech SE - Depositary Receipt (Common Stock)
AMC / AMC Entertainment Holdings, Inc.
SQ / Block, Inc.
ATVI / Activision Blizzard Inc
PLUG / Plug Power Inc.
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
PYPL / PayPal Holdings, Inc.
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
BITO / ProShares Trust - ProShares Bitcoin ETF
C / Citigroup Inc.
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
KD / Kyndryl Holdings, Inc.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
BALL / Ball Corporation
NFG / National Fuel Gas Company
BA / The Boeing Company
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF
MBB / iShares Trust - iShares MBS ETF
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
VGT / Vanguard World Fund - Vanguard Information Technology ETF
ITW / Illinois Tool Works Inc.
BCS / Barclays PLC - Depositary Receipt (Common Stock)
IGM / iShares Trust - iShares Expanded Tech Sector ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
GIB / CGI Inc.
ADSK / Autodesk, Inc.
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
PINS / Pinterest, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
OGE / OGE Energy Corp.
BMRN / BioMarin Pharmaceutical Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
OIH / VanEck ETF Trust - VanEck Oil Services ETF
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
GD / General Dynamics Corporation
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
LIN / Linde plc
VHT / Vanguard World Fund - Vanguard Health Care ETF
CORP / PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
VVR / Invesco Senior Income Trust
SPGI / S&P Global Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
NSC / Norfolk Southern Corporation
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
TMP / Tompkins Financial Corporation
KMI / Kinder Morgan, Inc.
DBO / Invesco DB Multi-Sector Commodity Trust - Invesco DB Oil Fund
STZ / Constellation Brands, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
SBAC / SBA Communications Corporation
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
ADBE / Adobe Inc.
IVOV / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF
APD / Air Products and Chemicals, Inc.
PLD / Prologis, Inc.
SHAK / Shake Shack Inc.
SPCE / Virgin Galactic Holdings, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
F / Ford Motor Company
COP / ConocoPhillips
PFE / Pfizer Inc.
DVY / iShares Trust - iShares Select Dividend ETF
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
U / Unity Software Inc.
AFCG / Advanced Flower Capital Inc.
AFL / Aflac Incorporated
AFT / Apollo Senior Floating Rate Fund Inc.
SMAR / Smartsheet Inc.
CCO / Cameco Corporation
EQT / EQT Corporation
VSTO / Vista Outdoor Inc.
UNIT / Unity Group LLC
NRG / NRG Energy, Inc.
MDB / MongoDB, Inc.
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
CME / CME Group Inc.
FANG / Diamondback Energy, Inc.
NTR / Nutrien Ltd.
DIS / The Walt Disney Company
PRTA / Prothena Corporation plc
TPVG / TriplePoint Venture Growth BDC Corp.
WKHS / Workhorse Group Inc.
AVLR / Avalara Inc
EBAY / eBay Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
RIVN / Rivian Automotive, Inc.
RYAAY / Ryanair Holdings plc - Depositary Receipt (Common Stock)
TSLA / Tesla, Inc.
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
SLB / Schlumberger Limited
AFRM / Affirm Holdings, Inc.
BODY / The Beachbody Company, Inc.
INTU / Intuit Inc.
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
SSNC / SS&C Technologies Holdings, Inc.
LVS / Las Vegas Sands Corp.
CEG / Constellation Energy Corporation
LPTV / Loop Media, Inc.
USLM / United States Lime & Minerals, Inc.
JAZZ / Jazz Pharmaceuticals plc
WYNN / Wynn Resorts, Limited
WBA / Walgreens Boots Alliance, Inc.
ASHR / DBX ETF Trust - Xtrackers Harvest CSI 300 China A-Shares ETF
BIIB / Biogen Inc.
NIO / NIO Inc. - Depositary Receipt (Common Stock)
HAL / Halliburton Company
STRA / Strategic Education, Inc.
ASIX / AdvanSix Inc.
ISRG / Intuitive Surgical, Inc.
NUVL / Nuvalent, Inc.
TXT / Textron Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
WM / Waste Management, Inc.
GFS / GLOBALFOUNDRIES Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
CFMS / Conformis Inc.
KNF / Knife River Corporation
BJ / BJ's Wholesale Club Holdings, Inc.
HPE / Hewlett Packard Enterprise Company
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
ROST / Ross Stores, Inc.
AWK / American Water Works Company, Inc.
CNDT / Conduent Incorporated
BOC / Boston Omaha Corporation
SIRI / Sirius XM Holdings Inc.
ABR / Arbor Realty Trust, Inc.
WEC / WEC Energy Group, Inc.
FFBC / First Financial Bancorp.
AEE / Ameren Corporation
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
CRCT / Cricut, Inc.
PSX / Phillips 66
UMI / USCF ETF Trust - USCF Midstream Energy Income Fund
UNH / UnitedHealth Group Incorporated
KVUE / Kenvue Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
AEM / Agnico Eagle Mines Limited
MCHP / Microchip Technology Incorporated
EW / Edwards Lifesciences Corporation
ARTY / iShares Trust - iShares Future AI & Tech ETF
LOW / Lowe's Companies, Inc.
PPG / PPG Industries, Inc.
DJT / Trump Media & Technology Group Corp.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
CSWC / Capital Southwest Corporation
GSK / GSK plc - Depositary Receipt (Common Stock)
CAT / Caterpillar Inc.
PHX / PHX Minerals Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
USB / U.S. Bancorp
MU / Micron Technology, Inc.
ONLN / ProShares Trust - ProShares Online Retail ETF
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
CDK / CDK Global Inc
RITM / Rithm Capital Corp.
INTC / Intel Corporation Call
AOUT / American Outdoor Brands, Inc.
NUE / Nucor Corporation
DAN / Dana Incorporated
EMN / Eastman Chemical Company
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
VFC / V.F. Corporation
NKE / NIKE, Inc.
NYT / The New York Times Company
ICF / iShares Trust - iShares Select U.S. REIT ETF
LCID / Lucid Group, Inc.
EMR / Emerson Electric Co.
HPQ / HP Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
EMBC / Embecta Corp.
OLED / Universal Display Corporation
IWN / iShares Trust - iShares Russell 2000 Value ETF
ALTG / Alta Equipment Group Inc.
CVS / CVS Health Corporation
IWB / iShares Trust - iShares Russell 1000 ETF
NGG / National Grid plc - Depositary Receipt (Common Stock)
O / Realty Income Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
DOL / WisdomTree Trust - WisdomTree International LargeCap Dividend Fund
IDV / iShares Trust - iShares International Select Dividend ETF
RRR / Red Rock Resorts, Inc.
ROK / Rockwell Automation, Inc.
EWX / SPDR Index Shares Funds - SPDR S&P Emerging Markets Small Cap ETF
IBDO / iShares Trust - iShares iBonds Dec 2023 Term Corporate ETF
ALL / The Allstate Corporation
WCLD / WisdomTree Trust - WisdomTree Cloud Computing Fund
MMP / Magellan Midstream Partners L.P.
WDAY / Workday, Inc.
SHV / iShares Trust - iShares Short Treasury Bond ETF
GDRX / GoodRx Holdings, Inc.
CRWD / CrowdStrike Holdings, Inc.
PHB / Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF
ET / Energy Transfer LP - Limited Partnership
LOGI / Logitech International S.A.
VGM / Invesco Trust for Investment Grade Municipals
MPLX / MPLX LP - Limited Partnership
ZEN / Zendesk Inc
GILD / Gilead Sciences, Inc.
CPB / The Campbell's Company
A / Agilent Technologies, Inc.
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
ARCC / Ares Capital Corporation
IYW / iShares Trust - iShares U.S. Technology ETF
BAX / Baxter International Inc.
CHWY / Chewy, Inc.
HBAN / Huntington Bancshares Incorporated
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
EL / The Estée Lauder Companies Inc.
BSJN / Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSCM / Invesco Capital Management LLC - Invesco BulletShares 2022 Corporate Bond ETF
PEG / Public Service Enterprise Group Incorporated
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
TDC / Teradata Corporation
SJI / South Jersey Industries Inc.
PMAY / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - May
EWC / iShares, Inc. - iShares MSCI Canada ETF
BMAY / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - May
PLAN / Anaplan Inc
IOO / iShares Trust - iShares Global 100 ETF
BG / Bunge Global SA
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
BSCN / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF
PRU / Prudential Financial, Inc.
CYBR / CyberArk Software Ltd.
VRSK / Verisk Analytics, Inc.
MTD / Mettler-Toledo International Inc.
XSLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF
FIVE / Five Below, Inc.
DBX / Dropbox, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
GXC / SPDR Index Shares Funds - SPDR S&P China ETF
KSS / Kohl's Corporation
ACLS / Axcelis Technologies, Inc.
IBDD / BlackRock Institutional Trust Company N.A. - iShares iBonds Mar 2023 Term Corporate ETF
DISH / DISH Network Corporation
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
HUBB / Hubbell Incorporated
AGX / Argan, Inc.
AMP / Ameriprise Financial, Inc.
BAB / Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
SIX / Six Flags Entertainment Corporation
BILL / BILL Holdings, Inc.
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
VEEV / Veeva Systems Inc.
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
BFLY / Butterfly Network, Inc.
IBMK / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2022 Term Muni Bond ETF
EWGS / BlackRock Institutional Trust Company N.A. - iShares MSCI Germany Small-Cap ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
KBE / SPDR Series Trust - SPDR S&P Bank ETF
SLY / SPDR Series Trust - SPDR S&P 600 Small Cap ETF
CDW / CDW Corporation
CCI / Crown Castle Inc.
IBML / iShares Trust - iShares iBonds Dec 2023 Term Muni Bond ETF
TLS / Telos Corporation
XME / SPDR Series Trust - SPDR S&P Metals & Mining ETF
UBS / UBS Group AG
IDU / iShares Trust - iShares U.S. Utilities ETF
LINC / Lincoln Educational Services Corporation
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
KWEB / KraneShares Trust - KraneShares CSI China Internet ETF
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
CXSE / WisdomTree Trust - WisdomTree China ex-State-Owned Enterprises Fund
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
APTV / Aptiv PLC
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
CNYA / iShares Trust - iShares MSCI China A ETF
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
COUP / Coupa Software Inc
IBMM / iShares Trust - iShares iBonds Dec 2024 Term Muni Bond ETF
CHKP / Check Point Software Technologies Ltd.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
TIP / iShares Trust - iShares TIPS Bond ETF
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
MCHI / iShares Trust - iShares MSCI China ETF
COF / Capital One Financial Corporation
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
SHW / The Sherwin-Williams Company
IDXX / IDEXX Laboratories, Inc.
ILMN / Illumina, Inc.
CTRA / Coterra Energy Inc.
CCL / Carnival Corporation & plc
VDE / Vanguard World Fund - Vanguard Energy ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
BX / Blackstone Inc.
BTZ / BlackRock Credit Allocation Income Trust
IXN / iShares Trust - iShares Global Tech ETF
PM / Philip Morris International Inc.
NEM / Newmont Corporation
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
FUBO / fuboTV Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
CPRT / Copart, Inc.
IRL / New Ireland Fund Inc
HLT / Hilton Worldwide Holdings Inc.
DAL / Delta Air Lines, Inc.
AMLP / ALPS ETF Trust - Alerian MLP ETF
BMO / Bank of Montreal
BAC / Bank of America Corporation
MLM / Martin Marietta Materials, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
ONL / Orion Properties Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
OTIS / Otis Worldwide Corporation
RELX / RELX PLC - Depositary Receipt (Common Stock)
AMAT / Applied Materials, Inc.
TRST / TrustCo Bank Corp NY
BK / The Bank of New York Mellon Corporation
NJR / New Jersey Resources Corporation
GM / General Motors Company
ACN / Accenture plc
CB / Chubb Limited
IFF / International Flavors & Fragrances Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
TSCO / Tractor Supply Company
BRO / Brown & Brown, Inc.
T / AT&T Inc.
EOG / EOG Resources, Inc.
AAL / American Airlines Group Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
PFG / Principal Financial Group, Inc.
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
VIS / Vanguard World Fund - Vanguard Industrials ETF
XRX / Xerox Holdings Corporation
BHF / Brighthouse Financial, Inc.
DE / Deere & Company
HYI / Western Asset High Yield Opportunity Fund Inc.
BFB / Brown-Forman Corp. - Class B
DFS / Discover Financial Services
VFH / Vanguard World Fund - Vanguard Financials ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
ORI / Old Republic International Corporation
AMT / American Tower Corporation
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
ESG / FlexShares Trust - FlexShares STOXX US ESG Select Index Fund
BEPC / Brookfield Renewable Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
IMCV / iShares Trust - iShares Morningstar Mid-Cap Value ETF
DVA / DaVita Inc.
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
SUN / Sunoco LP - Limited Partnership
DELL / Dell Technologies Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
GTX / Garrett Motion Inc.
FUTY / Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
PBHC / Pathfinder Bancorp, Inc.
VAW / Vanguard World Fund - Vanguard Materials ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
KTB / Kontoor Brands, Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
JPS / Nuveen Preferred & Income Securities Fund
MMC / Marsh & McLennan Companies, Inc.
LEN / Lennar Corporation
KNSL / Kinsale Capital Group, Inc.
IR / Ingersoll Rand Inc.
SE / Sea Limited - Depositary Receipt (Common Stock)
CBSH / Commerce Bancshares, Inc.
CLH / Clean Harbors, Inc.
BKNG / Booking Holdings Inc.
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
MSD / Morgan Stanley Emerging Markets Debt Fund, Inc.
MAC / The Macerich Company
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
LHX / L3Harris Technologies, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
MDT / Medtronic plc
GOLD / Barrick Mining Corporation
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
ABBV / AbbVie Inc.
AXON / Axon Enterprise, Inc.
NBTB / NBT Bancorp Inc.
AVDE / American Century ETF Trust - Avantis International Equity ETF
HD / The Home Depot, Inc.
HUM / Humana Inc.
AVNS / Avanos Medical, Inc.
TFC / Truist Financial Corporation
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
REZI / Resideo Technologies, Inc.
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
ETSY / Etsy, Inc.
FSLR / First Solar, Inc.
SMLV / SPDR Series Trust - SPDR SSGA US Small Cap Low Volatility Index ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
WRB / W. R. Berkley Corporation
SYY / Sysco Corporation
SFL / SFL Corporation Ltd.
CMCSA / Comcast Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
OGN / Organon & Co.
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
CNC / Centene Corporation
PAASF / Pan American Silver Corp. - Equity Right
IVC / Invacare Corp.
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
BHR / Braemar Hotels & Resorts Inc.
SPY / SPDR S&P 500 ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
DWM / WisdomTree Trust - WisdomTree International Equity Fund
PXD / Pioneer Natural Resources Company
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
AAAU / Goldman Sachs Physical Gold ETF
MRCY / Mercury Systems, Inc.
FVRR / Fiverr International Ltd.
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
ISCV / iShares Trust - iShares Morningstar Small-Cap Value ETF
ABAT / American Battery Technology Company
GE / General Electric Company
SONO / Sonos, Inc.
CBOE / Cboe Global Markets, Inc.
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
ZTS / Zoetis Inc.
NEE / NextEra Energy, Inc.
GOOGL / Alphabet Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
AAPL / Apple Inc.
CSCO / Cisco Systems, Inc.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
DFSU / Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
RTX / RTX Corporation
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
HON / Honeywell International Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
AMZN / Amazon.com, Inc.
PEP / PepsiCo, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
IWC / iShares Trust - iShares Micro-Cap ETF
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
CVX / Chevron Corporation
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
EXC / Exelon Corporation
MN / Manning & Napier Inc - Class A
SPOT / Spotify Technology S.A.
QQQ / Invesco QQQ Trust, Series 1
BCE / BCE Inc.
XSW / SPDR Series Trust - SPDR S&P Software & Services ETF
MD / Pediatrix Medical Group, Inc.
X / United States Steel Corporation
XBTF / VanEck Vectors ETF Trust - VanEck Vectors Bitcoin Strategy ETF
ZM / Zoom Communications Inc.
MFGP / Micro Focus International Plc - ADR
GS / The Goldman Sachs Group, Inc.
USO / United States Oil Fund, LP - Limited Partnership
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
KYN / Kayne Anderson Energy Infrastructure Fund, Inc.
CRUS / Cirrus Logic, Inc.
CTSH / Cognizant Technology Solutions Corporation
AUY / Yamana Gold Inc.
WMT / Walmart Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
MOS / The Mosaic Company
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
DD / DuPont de Nemours, Inc.
EKSO / Ekso Bionics Holdings, Inc.
IGT / International Game Technology PLC
MO / Altria Group, Inc.
WBD / Warner Bros. Discovery, Inc.