| UPS / United Parcel Service, Inc.
|
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|
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| EMR / Emerson Electric Co.
|
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|
|
| FIDELITY ADVISOR SER I
/ SMALL CAP CL Z (315805234) |
|
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| FIDELITY CHARLES STR TR
/ ADV ASET 30% Z (316069392) |
|
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| FRONTIER FDS INC
/ MFG INFR INSTL (35908Y807) |
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| MASSACHUSETTS INVS TR
/ SH BEN INT R6 (575736814) |
|
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| RANGER FDS TR
/ SMALL CP INSTL (75281Y206) |
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| MASSACHUSETTS INVS TR
/ SH BEN INT I (575736400) |
|
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| REGENT BANK
/ (CS0001996) |
|
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| AB RELATIVE VALUE FD
/ RELATIVE VALUE A (018597104) |
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|
|
| AMERICAN BEACON FDS
/ STEPH MC GRW Y (024524167) |
|
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| OLNK / OneLink Corporation
|
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|
| FPURX / Fidelity Puritan Trust - Fidelity Puritan Fund
|
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| US5529668064 / MFS Institutional International Equity Fund
|
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| GHAAX / VanEck Funds - Global Resources Fd USD Cls A
|
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| IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
|
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|
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| ROST / Ross Stores, Inc.
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| DOCU / DocuSign, Inc.
|
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| LRCX / Lam Research Corporation
|
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| MMM / 3M Company
|
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|
| ADVISORS INNER CIRCLE FD
/ WESTWOOD SM Y (0075W0312) |
|
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|
|
| FEP / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Europe AlphaDEX Fund
|
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|
| MANAGED PORTFOLIO SERIES
/ NUANCE MID Z (56167N712) |
|
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|
|
| VANECK FDS
/ EMRGING MKTS Z (92107P889) |
|
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|
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| BILL / BILL Holdings, Inc.
|
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| HAS / Hasbro, Inc.
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| MA / Mastercard Incorporated
|
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|
| WMT / Walmart Inc.
|
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|
| PEG / Public Service Enterprise Group Incorporated
|
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|
| MRK / Merck & Co., Inc.
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| PFE / Pfizer Inc.
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| HD / The Home Depot, Inc.
|
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| CL / Colgate-Palmolive Company
|
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| GILD / Gilead Sciences, Inc.
|
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| SQ / Block, Inc.
|
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| COF / Capital One Financial Corporation
|
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| DTE / DTE Energy Company
|
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|
| TMO / Thermo Fisher Scientific Inc.
|
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| BA / The Boeing Company
|
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|
|
| UL / Unilever PLC - Depositary Receipt (Common Stock)
|
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| ADP / Automatic Data Processing, Inc.
|
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|
|
| LLY / Eli Lilly and Company
|
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|
| FI / Fiserv, Inc.
|
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| MCHP / Microchip Technology Incorporated
|
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|
| ETN / Eaton Corporation plc
|
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|
|
| VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
|
|
|
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|
| FNLIF / First National Financial Corporation
|
|
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|
|
| EBAY / eBay Inc.
|
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|
|
| IQV / IQVIA Holdings Inc.
|
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|
|
| VASIX / Vanguard Star Funds - Vanguard Lifestrategy Income Fund
|
|
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|
|
| VZ / Verizon Communications Inc.
|
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|
|
| SAM / The Boston Beer Company, Inc.
|
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|
|
| CAT / Caterpillar Inc.
|
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|
|
| BP / BP p.l.c. - Depositary Receipt (Common Stock)
|
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|
| AMP / Ameriprise Financial, Inc.
|
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| GD / General Dynamics Corporation
|
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| T / AT&T Inc.
|
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|
| HES / Hess Corporation
|
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|
| TSLA / Tesla, Inc.
|
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|
|
| AAPL / Apple Inc.
|
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|
|
| AEP / American Electric Power Company, Inc.
|
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|
|
| US55273H3536 / MFS Value Fund
|
|
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|
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|
|
| HHDS / Highlands REIT, Inc.
|
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|
| USB / U.S. Bancorp
|
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|
|
| SPGI / S&P Global Inc.
|
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| GPC / Genuine Parts Company
|
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|
|
| NFRA / FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
|
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|
| IYW / iShares Trust - iShares U.S. Technology ETF
|
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|
|
| MITTX / Massachusetts Investors Trust - Massachusetts Investors Trust Class A
|
|
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|
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|
|
| INDA / iShares Trust - iShares MSCI India ETF
|
|
|
|
|
|
|
|
| AALB / Aalberts N.V.
|
|
|
|
|
|
|
|
| IVT / InvenTrust Properties Corp.
|
|
|
|
|
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|
|
| CVS / CVS Health Corporation
|
|
|
|
|
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|
|
| BANF / BancFirst Corporation
|
|
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|
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|
|
| OKTA / Okta, Inc.
|
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|
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|
|
| MDT / Medtronic plc
|
|
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|
|
| OGS / ONE Gas, Inc.
|
|
|
|
|
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|
|
| UGI / UGI Corporation
|
|
|
|
|
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|
|
| VFC / V.F. Corporation
|
|
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|
|
|
|
|
| DTD / WisdomTree Trust - WisdomTree U.S. Total Dividend Fund
|
|
|
|
|
|
|
|
| CHGG / Chegg, Inc.
|
|
|
|
|
|
|
|
| KMB / Kimberly-Clark Corporation
|
|
|
|
|
|
|
|
| GWW / W.W. Grainger, Inc.
|
|
|
|
|
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|
|
| BIIB / Biogen Inc.
|
|
|
|
|
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|
|
| STT / State Street Corporation
|
|
|
|
|
|
|
|
| GPN / Global Payments Inc.
|
|
|
|
|
|
|
|
| LEG / Leggett & Platt, Incorporated
|
|
|
|
|
|
|
|
| INTC / Intel Corporation
|
|
|
|
|
|
|
|
| MET / MetLife, Inc.
|
|
|
|
|
|
|
|
| PNC / The PNC Financial Services Group, Inc.
|
|
|
|
|
|
|
|
| CMCSA / Comcast Corporation
|
|
|
|
|
|
|
|
| DG / Dollar General Corporation
|
|
|
|
|
|
|
|
| PYPL / PayPal Holdings, Inc.
|
|
|
|
|
|
|
|
| BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
|
|
|
|
|
|
|
|
| LNT / Alliant Energy Corporation
|
|
|
|
|
|
|
|
| FCNTX / Fidelity Contrafund - Fidelity Contra Fund
|
|
|
|
|
|
|
|
| BAC / Bank of America Corporation
|
|
|
|
|
|
|
|
| BMY / Bristol-Myers Squibb Company
|
|
|
|
|
|
|
|
| ECL / Ecolab Inc.
|
|
|
|
|
|
|
|
| CRM / Salesforce, Inc.
|
|
|
|
|
|
|
|
| JNJ / Johnson & Johnson
|
|
|
|
|
|
|
|
| NEE / NextEra Energy, Inc.
|
|
|
|
|
|
|
|
| COR / Cencora, Inc.
|
|
|
|
|
|
|
|
| DIA / SPDR Dow Jones Industrial Average ETF Trust
|
|
|
|
|
|
|
|
| SPY / SPDR S&P 500 ETF
|
|
|
|
|
|
|
|
| RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
|
|
| LMT / Lockheed Martin Corporation
|
|
|
|
|
|
|
|
| MCD / McDonald's Corporation
|
|
|
|
|
|
|
|
| PSX / Phillips 66
|
|
|
|
|
|
|
|
| ABBV / AbbVie Inc.
|
|
|
|
|
|
|
|
| V / Visa Inc.
|
|
|
|
|
|
|
|
| LOW / Lowe's Companies, Inc.
|
|
|
|
|
|
|
|
| OKE / ONEOK, Inc.
|
|
|
|
|
|
|
|
| GOOG / Alphabet Inc.
|
|
|
|
|
|
|
|
| GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
|
|
|
|
|
|
|
|
| AMGN / Amgen Inc.
|
|
|
|
|
|
|
|
| MO / Altria Group, Inc.
|
|
|
|
|
|
|
|
| CSCO / Cisco Systems, Inc.
|
|
|
|
|
|
|
|
| IEFA / iShares Trust - iShares Core MSCI EAFE ETF
|
|
|
|
|
|
|
|
| VSMAX / Vanguard Index Funds - Vanguard Small Cap Index Fund Admiral
|
|
|
|
|
|
|
|
| DE / Deere & Company
|
|
|
|
|
|
|
|
| SHW / The Sherwin-Williams Company
|
|
|
|
|
|
|
|
| QQQ / Invesco QQQ Trust, Series 1
|
|
|
|
|
|
|
|
| AMZN / Amazon.com, Inc.
|
|
|
|
|
|
|
|
| PM / Philip Morris International Inc.
|
|
|
|
|
|
|
|
| MMC / Marsh & McLennan Companies, Inc.
|
|
|
|
|
|
|
|
| UNP / Union Pacific Corporation
|
|
|
|
|
|
|
|
| MDLZ / Mondelez International, Inc.
|
|
|
|
|
|
|
|
| PG / The Procter & Gamble Company
|
|
|
|
|
|
|
|
| VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
|
|
|
|
|
|
|
|
| BRK.B / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
| IVV / iShares Trust - iShares Core S&P 500 ETF
|
|
|
|
|
|
|
|
| IWM / iShares Trust - iShares Russell 2000 ETF
|
|
|
|
|
|
|
|
| COP / ConocoPhillips
|
|
|
|
|
|
|
|
| TSN / Tyson Foods, Inc.
|
|
|
|
|
|
|
|
| TFC / Truist Financial Corporation
|
|
|
|
|
|
|
|
| IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
|
|
| MU / Micron Technology, Inc.
|
|
|
|
|
|
|
|
| GLW / Corning Incorporated
|
|
|
|
|
|
|
|
| VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
|
|
|
|
|
|
|
|
| MSFT / Microsoft Corporation
|
|
|
|
|
|
|
|
| IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
|
|
|
|
|
|
|
|
| XOM / Exxon Mobil Corporation
|
|
|
|
|
|
|
|
| IVW / iShares Trust - iShares S&P 500 Growth ETF
|
|
|
|
|
|
|
|
| TRV / The Travelers Companies, Inc.
|
|
|
|
|
|
|
|
| FEUPX / Europacific Growth Fund - EuroPacific Growth Fund - Class F-3
|
|
|
|
|
|
|
|
| UNH / UnitedHealth Group Incorporated
|
|
|
|
|
|
|
|
| SVAAX / Federated Hermes Equity Funds - Federated Hermes Strategic Val Div Fd USD Cls A
|
|
|
|
|
|
|
|
| TPYP / Tortoise Capital Series Trust - Tortoise North American Pipeline Fund
|
|
|
|
|
|
|
|
| HON / Honeywell International Inc.
|
|
|
|
|
|
|
|
| VIMAX / Vanguard Index Funds - Vanguard Mid-Cap Index Fund Admiral Class
|
|
|
|
|
|
|
|
| CVX / Chevron Corporation
|
|
|
|
|
|
|
|
| AWSHX / Washington Mutual Investors Fund - Washington Mutual Investors Fund Class A
|
|
|
|
|
|
|
|
| PEP / PepsiCo, Inc.
|
|
|
|
|
|
|
|
| BRK.A / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
| VLO / Valero Energy Corporation
|
|
|
|
|
|
|
|
| DIS / The Walt Disney Company
|
|
|
|
|
|
|
|
| FBIN / Fortune Brands Innovations, Inc.
|
|
|
|
|
|
|
|
| MDY / SPDR S&P MidCap 400 ETF Trust
|
|
|
|
|
|
|
|
| LYB / LyondellBasell Industries N.V.
|
|
|
|
|
|
|
|
| US9229087104 / VANGUARD 500 INDEX FUND VANGUARD 500 INDEX ADM
|
|
|
|
|
|
|
|
| JPM / JPMorgan Chase & Co.
|
|
|
|
|
|
|
|
| EFA / iShares Trust - iShares MSCI EAFE ETF
|
|
|
|
|
|
|
|
| EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
|
|
|
|
|
|
|
|
| DODFX / Dodge & Cox Funds - Dodge & Cox International Stock Fund
|
|
|
|
|
|
|
|
| GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
|
|
|
|
|
|
|
|
| META / Meta Platforms, Inc.
|
|
|
|
|
|
|
|
| IPG / The Interpublic Group of Companies, Inc.
|
|
|
|
|
|
|
|
| WISIX / William Blair Funds - William Blair International Small Cap Growth Fund Class I
|
|
|
|
|
|
|
|
| KO / The Coca-Cola Company
|
|
|
|
|
|
|
|
| AMAT / Applied Materials, Inc.
|
|
|
|
|
|
|
|
| ORLY / O'Reilly Automotive, Inc.
|
|
|
|
|
|
|
|
| COST / Costco Wholesale Corporation
|
|
|
|
|
|
|
|
| TXN / Texas Instruments Incorporated
|
|
|
|
|
|
|
|
| ACN / Accenture plc
|
|
|
|
|
|
|
|
| NVS / Novartis AG - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| HPQ / HP Inc.
|
|
|
|
|
|
|
|
.
