Market Value138,343,000
Total Holdings532
File Date2022-11-01
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)
FCEL / FuelCell Energy, Inc.
ATHX / Athersys, Inc.
STOR / Store Capital Corp
INTC / Intel Corporation
COP / ConocoPhillips
SPLK / Splunk Inc.
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
SLAC / Social Leverage Acquisition Corp I
IBMK / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2022 Term Muni Bond ETF
CTSH / Cognizant Technology Solutions Corporation
IONS / Ionis Pharmaceuticals, Inc.
IEP / Icahn Enterprises L.P.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
BEAM / Beam Therapeutics Inc.
CVX / Chevron Corporation
RZV / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap 600 Pure Value ETF
PARA / Paramount Global
GLD / SPDR Gold Trust
CEG / Constellation Energy Corporation
TXN / Texas Instruments Incorporated
SHEL / Shell plc - Depositary Receipt (Common Stock)
CVE / Cenovus Energy Inc.
EMR / Emerson Electric Co.
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
XOM / Exxon Mobil Corporation
ES / Eversource Energy
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
AXP / American Express Company
BBY / Best Buy Co., Inc.
FDUS / Fidus Investment Corporation
NEM / Newmont Corporation
US7587501039 / Regal-Beloit Corp.
CLF / Cleveland-Cliffs Inc.
CTXS / Citrix Systems, Inc.
NYF / iShares Trust - iShares New York Muni Bond ETF
RKLB / Rocket Lab Corporation
ABNB / Airbnb, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
KWR / Quaker Chemical Corporation
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
BVH / Bluegreen Vacations Holding Corporation
ATVI / Activision Blizzard Inc
BTAI / BioXcel Therapeutics, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
IYF / iShares Trust - iShares U.S. Financials ETF
REMX / VanEck ETF Trust - VanEck Rare Earth/Strategic Metals ETF
AVTR.PRA / Avantor, Inc. Series A Mandatory Convertible Preferred Stock
AAPL / Apple Inc.
TSLA / Tesla, Inc.
ADBE / Adobe Inc.
PMN / ProMIS Neurosciences, Inc.
NKLA / Nikola Corporation
OVV / Ovintiv Inc.
ALL / The Allstate Corporation
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
KWEB / KraneShares Trust - KraneShares CSI China Internet ETF
HZNP / Horizon Therapeutics Plc
KNOP / KNOT Offshore Partners LP - Limited Partnership
SLVM / Sylvamo Corporation
FDX / FedEx Corporation
HD / The Home Depot, Inc.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
CNCE / Concert Pharmaceuticals Inc
ET / Energy Transfer LP - Limited Partnership
VHT / Vanguard World Fund - Vanguard Health Care ETF
NVDA / NVIDIA Corporation
MNST / Monster Beverage Corporation
WDAY / Workday, Inc.
SJI / South Jersey Industries Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
ATAX / America First Multifamily Investors LP - Unit
TBF / ProShares Trust - ProShares Short 20+ Year Treasury
DOL / WisdomTree Trust - WisdomTree International LargeCap Dividend Fund
CHD / Church & Dwight Co., Inc.
STE / STERIS plc
PFE / Pfizer Inc.
NUE / Nucor Corporation
INM / InMed Pharmaceuticals Inc.
DOW / Dow Inc.
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
TWLO / Twilio Inc.
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
TSCO / Tractor Supply Company
NVST / Envista Holdings Corporation
BR / Broadridge Financial Solutions, Inc.
PSCC / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Staples ETF
DTE / DTE Energy Company
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
PFLD / ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF
OGN / Organon & Co.
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
UBER / Uber Technologies, Inc.
ORCL / Oracle Corporation
STWD / Starwood Property Trust, Inc.
KO / The Coca-Cola Company
SOXX / iShares Trust - iShares Semiconductor ETF
LCID / Lucid Group, Inc.
CVM / CEL-SCI Corporation
FIS / Fidelity National Information Services, Inc.
LRCX / Lam Research Corporation
INTU / Intuit Inc.
DOCU / DocuSign, Inc.
CGC / Canopy Growth Corporation
TNL / Travel + Leisure Co.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
SEDG / SolarEdge Technologies, Inc.
PMT / PennyMac Mortgage Investment Trust
BEPC / Brookfield Renewable Corporation
SQSP / Squarespace, Inc.
BHK / BlackRock Core Bond Trust
IAU / iShares Gold Trust
C.WSA / Citigroup, Inc.
TEL / TE Connectivity plc
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
NKTR / Nektar Therapeutics
SURF / Surface Oncology Inc
ALB / Albemarle Corporation
AAP / Advance Auto Parts, Inc.
TWTR / Twitter Inc
DD / DuPont de Nemours, Inc.
TRV / The Travelers Companies, Inc.
INCY / Incyte Corporation
LIN / Linde plc
SO / The Southern Company
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
EXC / Exelon Corporation
KR / The Kroger Co.
VTRS / Viatris Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
BMY / Bristol-Myers Squibb Company
CRSP / CRISPR Therapeutics AG
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
NSC / Norfolk Southern Corporation
GOOGL / Alphabet Inc.
IBM / International Business Machines Corporation
GOOG / Alphabet Inc.
BIIB / Biogen Inc.
ACN / Accenture plc
PYPL / PayPal Holdings, Inc.
EBAY / eBay Inc.
DDD / 3D Systems Corporation
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
CLX / The Clorox Company
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
MBB / iShares Trust - iShares MBS ETF
FDLO / Fidelity Covington Trust - Fidelity Low Volatility Factor ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
MAIN / Main Street Capital Corporation
NFLX / Netflix, Inc.
WM / Waste Management, Inc.
Z / Zillow Group, Inc.
BGX / Blackstone Long-Short Credit Income Fund
MKC / McCormick & Company, Incorporated
RTX / RTX Corporation
AMT / American Tower Corporation
RFG / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Growth ETF
MU / Micron Technology, Inc.
ZTS / Zoetis Inc.
CRM / Salesforce, Inc.
SLV / iShares Silver Trust
RITM / Rithm Capital Corp.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
DTM / DT Midstream, Inc.
S / SentinelOne, Inc.
YOLO / AdvisorShares Trust - AdvisorShares Pure Cannabis ETF
WBD / Warner Bros. Discovery, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
EWT / iShares, Inc. - iShares MSCI Taiwan ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
EWU / iShares Trust - iShares MSCI United Kingdom ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
IWB / iShares Trust - iShares Russell 1000 ETF
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
TGT / Target Corporation
KD / Kyndryl Holdings, Inc.
ECL / Ecolab Inc.
NDAQ / Nasdaq, Inc.
TSLX / Sixth Street Specialty Lending, Inc.
BRK.B / Berkshire Hathaway Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
BA / The Boeing Company
IP / International Paper Company
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
UHS / Universal Health Services, Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
KLAC / KLA Corporation
CVS / CVS Health Corporation
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
HST / Host Hotels & Resorts, Inc.
PG / The Procter & Gamble Company
COST / Costco Wholesale Corporation
CLRB / Cellectar Biosciences, Inc.
BKH / Black Hills Corporation
PLD / Prologis, Inc.
DSU / BlackRock Debt Strategies Fund, Inc.
UBP / Urstadt Biddle Properties, Inc.
RMR / The RMR Group Inc.
IPG / The Interpublic Group of Companies, Inc.
CP / Canadian Pacific Kansas City Limited
BITO / ProShares Trust - ProShares Bitcoin ETF
RSG / Republic Services, Inc.
CIM / Chimera Investment Corporation
MORT / VanEck ETF Trust - VanEck Mortgage REIT Income ETF
VCYT / Veracyte, Inc.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
SWK / Stanley Black & Decker, Inc.
MAR / Marriott International, Inc.
SCHW / The Charles Schwab Corporation
OILK / ProShares Trust - ProShares K-1 Free Crude Oil ETF
GTX / Garrett Motion Inc.
NBTB / NBT Bancorp Inc.
RBLX / Roblox Corporation
MPW / Medical Properties Trust, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
GS / The Goldman Sachs Group, Inc.
ABR / Arbor Realty Trust, Inc.
NKE / NIKE, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
AMZN / Amazon.com, Inc.
ASIX / AdvanSix Inc.
NVRI / Enviri Corporation
PAYX / Paychex, Inc.
CCI / Crown Castle Inc.
ULTA / Ulta Beauty, Inc.
XYZ / Block, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
BKD / Brookdale Senior Living Inc.
MFC / Manulife Financial Corporation
COF / Capital One Financial Corporation
BGS / B&G Foods, Inc.
AB / AllianceBernstein Holding L.P. - Limited Partnership
DHR / Danaher Corporation
LNG / Cheniere Energy, Inc.
UBA / Urstadt Biddle Properties, Inc. - Class A
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
GWW / W.W. Grainger, Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
FIVN / Five9, Inc.
EA / Electronic Arts Inc.
ABT / Abbott Laboratories
OBDC / Blue Owl Capital Corporation
AVXL / Anavex Life Sciences Corp.
MS / Morgan Stanley
ABB / ABB Ltd. - ADR
UBX / Unity Biotechnology, Inc.
AVY / Avery Dennison Corporation
DHI / D.R. Horton, Inc.
BTAI / BioXcel Therapeutics, Inc. Call
T / AT&T Inc.
AIG / American International Group, Inc.
NNN / NNN REIT, Inc.
REZI / Resideo Technologies, Inc.
MRK / Merck & Co., Inc.
DUK / Duke Energy Corporation
MSFT / Microsoft Corporation
CRWD / CrowdStrike Holdings, Inc.
FSLR / First Solar, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
OLP / One Liberty Properties, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
QQQ / Invesco QQQ Trust, Series 1
EDIT / Editas Medicine, Inc.
CGBD / Carlyle Secured Lending, Inc.
MRNA / Moderna, Inc.
WPC / W. P. Carey Inc.
PLUG / Plug Power Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
ARKX / ARK ETF Trust - ARK Space Exploration & Innovation ETF
BX / Blackstone Inc.
ELV / Elevance Health, Inc.
KMI / Kinder Morgan, Inc.
DCTH / Delcath Systems, Inc.
GIS / General Mills, Inc.
SIXG / ETF Series Solutions - Defiance Connective Technologies ETF
BWXT / BWX Technologies, Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
SPY / SPDR S&P 500 ETF
WFC / Wells Fargo & Company
PFLT / PennantPark Floating Rate Capital Ltd.
PNR / Pentair plc
PJUN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - June
MTB / M&T Bank Corporation
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
DG / Dollar General Corporation
ALC / Alcon Inc.
CORN / Teucrium Commodity Trust - Teucrium Corn Fund
PAUG / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - August
EDSA / Edesa Biotech, Inc.
SNAP / Snap Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
RFV / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Value ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
CC / The Chemours Company
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
WAB / Westinghouse Air Brake Technologies Corporation
SPG / Simon Property Group, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
VLO / Valero Energy Corporation
EXAS / Exact Sciences Corporation
CCL / Carnival Corporation & plc
MO / Altria Group, Inc.
PEP / PepsiCo, Inc.
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
BAC / Bank of America Corporation
NCNA / NuCana plc - Depositary Receipt (Common Stock)
MDLZ / Mondelez International, Inc.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
MRVL / Marvell Technology, Inc.
JNJ / Johnson & Johnson
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
UNP / Union Pacific Corporation
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
F / Ford Motor Company
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
RIVN / Rivian Automotive, Inc.
KMB / Kimberly-Clark Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
IRM / Iron Mountain Incorporated
LHX / L3Harris Technologies, Inc.
NTRA / Natera, Inc.
SLRC / SLR Investment Corp.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
BW / Babcock & Wilcox Enterprises, Inc.
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
LUMN / Lumen Technologies, Inc.
NGG / National Grid plc - Depositary Receipt (Common Stock)
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
MA / Mastercard Incorporated
SCCO / Southern Copper Corporation
CHKP / Check Point Software Technologies Ltd.
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
KEY / KeyCorp
PBR.A / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
SPXS / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bear 3X Shares
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
CDW / CDW Corporation
LITE / Lumentum Holdings Inc.
INM / InMed Pharmaceuticals Inc.
RADCQ / Rite Aid Corporation
SBIO / ALPS ETF Trust - ALPS Medical Breakthroughs ETF
VRTV / Veritiv Corp
HDV / iShares Trust - iShares Core High Dividend ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
BNGO / Bionano Genomics, Inc.
ABBV / AbbVie Inc.
PXD / Pioneer Natural Resources Company
TDOC / Teladoc Health, Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
TCPC / BlackRock TCP Capital Corp.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
PIO / Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF
UGI / UGI Corporation
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
TRST / TrustCo Bank Corp NY
DIS / The Walt Disney Company
LOW / Lowe's Companies, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
PDI / PIMCO Dynamic Income Fund
TLTE / FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
EPD / Enterprise Products Partners L.P. - Limited Partnership
AMGN / Amgen Inc.
DE / Deere & Company
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
DJT / Trump Media & Technology Group Corp.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
LLY / Eli Lilly and Company
GOLD / Barrick Mining Corporation
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
HON / Honeywell International Inc.
TFC / Truist Financial Corporation
EQRR / ProShares Trust - ProShares Equities for Rising Rates ETF
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
TJX / The TJX Companies, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
CSX / CSX Corporation
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
NIO / NIO Inc. - Depositary Receipt (Common Stock)
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
MCD / McDonald's Corporation
C / Citigroup Inc.
PSCT / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Information Technology ETF
SPCE / Virgin Galactic Holdings, Inc.
AEP / American Electric Power Company, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
JBGS / JBG SMITH Properties
AFRM / Affirm Holdings, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
DAR / Darling Ingredients Inc.
USA / Liberty All-Star Equity Fund
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
SNOW / Snowflake Inc.
TLRY / Tilray Brands, Inc.
PSEC / Prospect Capital Corporation
APTV / Aptiv PLC
TMO / Thermo Fisher Scientific Inc.
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
AMAT / Applied Materials, Inc.
IGF / iShares Trust - iShares Global Infrastructure ETF
HASI / HA Sustainable Infrastructure Capital, Inc.
BITQ / Exchange Traded Concepts Trust - Bitwise Crypto Industry Innovators ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
PM / Philip Morris International Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
UPS / United Parcel Service, Inc.
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
BK / The Bank of New York Mellon Corporation
RHP / Ryman Hospitality Properties, Inc.
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
OTIS / Otis Worldwide Corporation
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
V / Visa Inc.
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
AMD / Advanced Micro Devices, Inc.
ED / Consolidated Edison, Inc.
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
AROW / Arrow Financial Corporation
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
XIFR / XPLR Infrastructure, LP - Limited Partnership
VPU / Vanguard World Fund - Vanguard Utilities ETF
GCBC / Greene County Bancorp, Inc.
JPM / JPMorgan Chase & Co.
PDO / Pimco Dynamic Income Opportunities Fund
TIP / iShares Trust - iShares TIPS Bond ETF
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
NTLA / Intellia Therapeutics, Inc.
CE / Celanese Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
CARR / Carrier Global Corporation
DAL / Delta Air Lines, Inc.
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
DVY / iShares Trust - iShares Select Dividend ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
CAT / Caterpillar Inc.
PTY / PIMCO Corporate & Income Opportunity Fund
SNY / Sanofi - Depositary Receipt (Common Stock)
GM / General Motors Company
ADI / Analog Devices, Inc.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
SEMR / Semrush Holdings, Inc.
SPDN / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bear 1X Shares
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
GE / General Electric Company
TPR / Tapestry, Inc.
VNO / Vornado Realty Trust
VCEB / Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
FI / Fiserv, Inc.
JCI / Johnson Controls International plc
META / Meta Platforms, Inc.
SBUX / Starbucks Corporation
HIG / The Hartford Insurance Group, Inc.
SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF
NEE / NextEra Energy, Inc.
ACCO / ACCO Brands Corporation
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
FXI / iShares Trust - iShares China Large-Cap ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
DJP / iPath Bloomberg Commodity Index Total Return ETN - Structured Product
ADSK / Autodesk, Inc.
SPH / Suburban Propane Partners, L.P. - Limited Partnership
MDT / Medtronic plc
ENB / Enbridge Inc.
ARCC / Ares Capital Corporation
PLTR / Palantir Technologies Inc.
LRN / Stride, Inc.
AY / Atlantica Sustainable Infrastructure plc
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
TZOO / Travelzoo
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
FPF / First Trust Intermediate Duration Preferred & Income Fund
SHE / SPDR Series Trust - SPDR MSCI USA Gender Diversity ETF
BUG / Global X Funds - Global X Cybersecurity ETF
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
CMCSA / Comcast Corporation
IBB / iShares Trust - iShares Biotechnology ETF
BAX / Baxter International Inc.
CSCO / Cisco Systems, Inc.
CHTR / Charter Communications, Inc.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
AVNS / Avanos Medical, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
SAVA / Cassava Sciences, Inc.
NLY / Annaly Capital Management, Inc.
CLOU / Global X Funds - Global X Cloud Computing ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
NOW / ServiceNow, Inc.
TBX / ProShares Trust - ProShares Short 7-10 Year Treasury
ACVA / ACV Auctions Inc.
WMB / The Williams Companies, Inc.
CTVA / Corteva, Inc.
WMT / Walmart Inc.
O / Realty Income Corporation
PKG / Packaging Corporation of America
UNH / UnitedHealth Group Incorporated
IYG / iShares Trust - iShares U.S. Financial Services ETF
FBIN / Fortune Brands Innovations, Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
AVGO / Broadcom Inc.
MMM / 3M Company
MUB / iShares Trust - iShares National Muni Bond ETF
VZ / Verizon Communications Inc.
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
BIRD / Allbirds, Inc.
PHR / Phreesia, Inc.
OHI / Omega Healthcare Investors, Inc.
TXT / Textron Inc.
ETR / Entergy Corporation