| AME / AMETEK, Inc.
|
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|
| RTX / RTX Corporation
|
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| SRNE / Sorrento Therapeutics, Inc.
|
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|
|
| EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
|
|
|
|
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|
|
|
| CM / Canadian Imperial Bank of Commerce
|
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|
|
| JD / JD.com, Inc. - Depositary Receipt (Common Stock)
|
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| LRN / Stride, Inc.
|
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| CCI / Crown Castle Inc.
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| MAT / Mattel, Inc.
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| CVX / Chevron Corporation
|
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| TTCF / Tattooed Chef Inc - Class A
|
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| DUK / Duke Energy Corporation
|
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| MSFT / Microsoft Corporation
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| UNP / Union Pacific Corporation
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| AVGO / Broadcom Inc.
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| RACE / Ferrari N.V.
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| ROST / Ross Stores, Inc.
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| MDT / Medtronic plc
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| INTC / Intel Corporation
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| TRV / The Travelers Companies, Inc.
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| SO / The Southern Company
|
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| TFC / Truist Financial Corporation
|
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|
|
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|
|
| HR / Healthcare Realty Trust Incorporated
|
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|
|
|
|
|
| HEZU / iShares Trust - iShares Currency Hedged MSCI Eurozone ETF
|
|
|
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|
| STEM / Stem, Inc.
|
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|
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|
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| BMRN / BioMarin Pharmaceutical Inc.
|
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| SGFY / Signify Health Inc - Class A
|
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| WPC / W. P. Carey Inc.
|
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|
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|
|
|
|
| US09257WAC47 / Blackstone Mtg Tr Inc Bond
|
|
|
|
|
|
|
|
| VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
|
|
|
|
|
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|
|
| SNOW / Snowflake Inc.
|
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|
|
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| CELUW / Celularity Inc. - Equity Warrant
|
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| BROS / Dutch Bros Inc.
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| OGN / Organon & Co.
|
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| DVN / Devon Energy Corporation
|
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|
| YUM / Yum! Brands, Inc.
|
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| ARCC / Ares Capital Corporation
|
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| NTLA / Intellia Therapeutics, Inc.
|
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| ORCL / Oracle Corporation
|
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| IBM / International Business Machines Corporation
|
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| VEEV / Veeva Systems Inc.
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| SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
|
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|
| BOX / Box, Inc.
|
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|
| SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
|
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|
|
| IQV / IQVIA Holdings Inc.
|
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| QQQ / Invesco QQQ Trust, Series 1
|
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|
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|
|
| SMDV / ProShares Trust - ProShares Russell 2000 Dividend Growers ETF
|
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|
| DLR / Digital Realty Trust, Inc.
|
|
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|
|
| PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
|
|
|
|
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|
|
| EL / The Estée Lauder Companies Inc.
|
|
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|
|
| SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
|
|
|
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|
| ETN / Eaton Corporation plc
|
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|
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|
|
| VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
|
|
|
|
|
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|
|
| VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
|
|
|
|
|
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|
|
| META / Meta Platforms, Inc.
|
|
|
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|
|
| KO / The Coca-Cola Company
|
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|
| HON / Honeywell International Inc.
|
|
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|
|
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|
| GOOG / Alphabet Inc.
|
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|
|
| F / Ford Motor Company
|
|
|
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|
| XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
|
|
|
|
|
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|
|
| SJM / The J. M. Smucker Company
|
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|
|
| SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
|
|
|
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|
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|
|
| CHKP / Check Point Software Technologies Ltd.
|
|
|
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|
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|
|
| WELL / Welltower Inc.
|
|
|
|
|
|
|
|
| SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
|
|
|
|
|
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|
|
| REKR / Rekor Systems, Inc.
|
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|
| PFF / iShares Trust - iShares Preferred and Income Securities ETF
|
|
|
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|
|
| DSS / DSS, Inc.
|
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| FHN / First Horizon Corporation
|
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|
|
| VLO / Valero Energy Corporation
|
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|
| IHI / iShares Trust - iShares U.S. Medical Devices ETF
|
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|
|
| LFLY / Leafly Holdings, Inc.
|
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|
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| WBA / Walgreens Boots Alliance, Inc.
|
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|
|
| CSCO / Cisco Systems, Inc.
|
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|
|
|
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|
|
| ED / Consolidated Edison, Inc.
|
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|
|
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|
|
| ABBV / AbbVie Inc.
|
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| LLY / Eli Lilly and Company
|
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|
| EMBC / Embecta Corp.
|
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|
| MMM / 3M Company
|
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|
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|
| VRTX / Vertex Pharmaceuticals Incorporated
|
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|
| INTU / Intuit Inc.
|
|
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|
| PCOR / Procore Technologies, Inc.
|
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|
|
| CS / Credit Suisse Group AG - ADR
|
|
|
|
|
|
|
|
| NNN / NNN REIT, Inc.
|
|
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|
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|
|
| WISH / ContextLogic Inc.
|
|
|
|
|
|
|
|
| / P3 HEALTH PARTNERS INC
|
|
|
|
|
|
|
|
| US52603BAD91 / CONV. NOTE
|
|
|
|
|
|
|
|
| US19624RAA41 / Colony Capital, Inc. Bond
|
|
|
|
|
|
|
|
| NEE / NextEra Energy, Inc.
|
|
|
|
|
|
|
|
| SQ / Block, Inc.
|
|
|
|
|
|
|
|
| XBI / SPDR Series Trust - SPDR S&P Biotech ETF
|
|
|
|
|
|
|
|
| JG / Aurora Mobile Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| YOLO / AdvisorShares Trust - AdvisorShares Pure Cannabis ETF
|
|
|
|
|
|
|
|
| CP / Canadian Pacific Kansas City Limited
|
|
|
|
|
|
|
|
| ATXI / Avenue Therapeutics, Inc.
|
|
|
|
|
|
|
|
| SONM / Sonim Technologies, Inc.
|
|
|
|
|
|
|
|
| AMP / Ameriprise Financial, Inc.
|
|
|
|
|
|
|
|
| HD / The Home Depot, Inc.
|
|
|
|
|
|
|
|
| XOM / Exxon Mobil Corporation
|
|
|
|
|
|
|
|
| GD / General Dynamics Corporation
|
|
|
|
|
|
|
|
| CE / Celanese Corporation
|
|
|
|
|
|
|
|
| V / Visa Inc.
|
|
|
|
|
|
|
|
| COF / Capital One Financial Corporation
|
|
|
|
|
|
|
|
| BAC / Bank of America Corporation
|
|
|
|
|
|
|
|
| HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
|
|
|
|
|
|
|
|
| CMCSA / Comcast Corporation
|
|
|
|
|
|
|
|
| VDE / Vanguard World Fund - Vanguard Energy ETF
|
|
|
|
|
|
|
|
| PTON / Peloton Interactive, Inc.
|
|
|
|
|
|
|
|
| AAPL / Apple Inc.
|
|
|
|
|
|
|
|
| NSC / Norfolk Southern Corporation
|
|
|
|
|
|
|
|
| NKE / NIKE, Inc.
|
|
|
|
|
|
|
|
| XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| CODI / Compass Diversified
|
|
|
|
|
|
|
|
| C / Citigroup Inc.
|
|
|
|
|
|
|
|
| IDLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF
|
|
|
|
|
|
|
|
| ROP / Roper Technologies, Inc.
|
|
|
|
|
|
|
|
| GLD / SPDR Gold Trust
|
|
|
|
|
|
|
|
| PFE / Pfizer Inc.
|
|
|
|
|
|
|
|
| JNJ / Johnson & Johnson
|
|
|
|
|
|
|
|
| HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
|
|
|
|
|
|
|
|
| WRBY / Warby Parker Inc.
|
|
|
|
|
|
|
|
| KMB / Kimberly-Clark Corporation
|
|
|
|
|
|
|
|
| BNS / The Bank of Nova Scotia
|
|
|
|
|
|
|
|
| PLUG / Plug Power Inc.
|
|
|
|
|
|
|
|
| JPM / JPMorgan Chase & Co.
|
|
|
|
|
|
|
|
| STX / Seagate Technology Holdings plc
|
|
|
|
|
|
|
|
| FE / FirstEnergy Corp.
|
|
|
|
|
|
|
|
| HII / Huntington Ingalls Industries, Inc.
|
|
|
|
|
|
|
|
| TMUS / T-Mobile US, Inc.
|
|
|
|
|
|
|
|
| FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
|
|
|
|
|
|
|
|
| TIP / iShares Trust - iShares TIPS Bond ETF
|
|
|
|
|
|
|
|
| EUSC / WisdomTree Trust - WisdomTree European Opportunities Fund
|
|
|
|
|
|
|
|
| BLNK / Blink Charging Co.
|
|
|
|
|
|
|
|
| JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
|
|
| S / SentinelOne, Inc.
|
|
|
|
|
|
|
|
| GRBK / Green Brick Partners, Inc.
|
|
|
|
|
|
|
|
| EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
|
|
|
|
|
|
|
|
| IVT / InvenTrust Properties Corp.
|
|
|
|
|
|
|
|
| MNTV / Momentive Global Inc
|
|
|
|
|
|
|
|
| CL / Colgate-Palmolive Company
|
|
|
|
|
|
|
|
| PKG / Packaging Corporation of America
|
|
|
|
|
|
|
|
| IEO / iShares Trust - iShares U.S. Oil & Gas Exploration & Production ETF
|
|
|
|
|
|
|
|
| AFL / Aflac Incorporated
|
|
|
|
|
|
|
|
| AWK / American Water Works Company, Inc.
|
|
|
|
|
|
|
|
| KDP / Keurig Dr Pepper Inc.
|
|
|
|
|
|
|
|
| SPY / SPDR S&P 500 ETF Call
|
|
|
|
|
|
|
|
| SPY / SPDR S&P 500 ETF
|
|
|
|
|
|
|
|
| UBER / Uber Technologies, Inc.
|
|
|
|
|
|
|
|
| CME / CME Group Inc.
|
|
|
|
|
|
|
|
| FLO / Flowers Foods, Inc.
|
|
|
|
|
|
|
|
| CB / Chubb Limited
|
|
|
|
|
|
|
|
| PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| CYBN / Cybin Inc.
|
|
|
|
|
|
|
|
| MCD / McDonald's Corporation
|
|
|
|
|
|
|
|
| JBLU / JetBlue Airways Corporation
|
|
|
|
|
|
|
|
| BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| PBA / Pembina Pipeline Corporation
|
|
|
|
|
|
|
|
| VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| RQI / Cohen & Steers Quality Income Realty Fund, Inc.
|
|
|
|
|
|
|
|
| EQIX / Equinix, Inc.
|
|
|
|
|
|
|
|
| BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| IWF / iShares Trust - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
|
|
| TLRY / Tilray Brands, Inc.
|
|
|
|
|
|
|
|
| PLD / Prologis, Inc.
|
|
|
|
|
|
|
|
| BIPC / Brookfield Infrastructure Corporation
|
|
|
|
|
|
|
|
| IEFA / iShares Trust - iShares Core MSCI EAFE ETF
|
|
|
|
|
|
|
|
| SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
|
|
|
|
|
|
|
|
| MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
|
|
|
|
|
|
|
|
| USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
|
|
| MP / MP Materials Corp.
|
|
|
|
|
|
|
|
| RBLX / Roblox Corporation
|
|
|
|
|
|
|
|
| CUBE / CubeSmart
|
|
|
|
|
|
|
|
| DIS / The Walt Disney Company
|
|
|
|
|
|
|
|
| SPRU / Spruce Power Holding Corporation
|
|
|
|
|
|
|
|
| BGH / Barings Global Short Duration High Yield Fund
|
|
|
|
|
|
|
|
| CRGY / Crescent Energy Company
|
|
|
|
|
|
|
|
| HCA / HCA Healthcare, Inc.
|
|
|
|
|
|
|
|
| ACI / Albertsons Companies, Inc.
|
|
|
|
|
|
|
|
| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
|
|
|
|
|
|
|
|
| XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| BMBL / Bumble Inc.
|
|
|
|
|
|
|
|
| CNQ / Canadian Natural Resources Limited
|
|
|
|
|
|
|
|
| SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
|
|
| LOW / Lowe's Companies, Inc.
|
|
|
|
|
|
|
|
| HEWG / iShares Trust - iShares Currency Hedged MSCI Germany ETF
|
|
|
|
|
|
|
|
| BRK.B / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
| PIII / P3 Health Partners Inc.
|
|
|
|
|
|
|
|
| GS / The Goldman Sachs Group, Inc.
|
|
|
|
|
|
|
|
| CAT / Caterpillar Inc.
|
|
|
|
|
|
|
|
| NU / Nu Holdings Ltd.
|
|
|
|
|
|
|
|
| EPD / Enterprise Products Partners L.P. - Limited Partnership
|
|
|
|
|
|
|
|
| GSK / GSK plc - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| SYY / Sysco Corporation
|
|
|
|
|
|
|
|
| BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
|
|
|
|
|
|
|
|
| DOW / Dow Inc.
|
|
|
|
|
|
|
|
| PYPL / PayPal Holdings, Inc.
|
|
|
|
|
|
|
|
| WBD / Warner Bros. Discovery, Inc.
|
|
|
|
|
|
|
|
| REFI / Chicago Atlantic Real Estate Finance, Inc.
|
|
|
|
|
|
|
|
| DBEU / DBX ETF Trust - Xtrackers MSCI Europe Hedged Equity ETF
|
|
|
|
|
|
|
|
| STRA / Strategic Education, Inc.
|
|
|
|
|
|
|
|
| U / Unity Software Inc.
|
|
|
|
|
|
|
|
| MNMD / Mind Medicine (MindMed) Inc.
|
|
|
|
|
|
|
|
| REGN / Regeneron Pharmaceuticals, Inc.
|
|
|
|
|
|
|
|
| ES / Eversource Energy
|
|
|
|
|
|
|
|
| DGX / Quest Diagnostics Incorporated
|
|
|
|
|
|
|
|
| CG / The Carlyle Group Inc.
|
|
|
|
|
|
|
|
| HLN / Haleon plc - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| MS / Morgan Stanley
|
|
|
|
|
|
|
|
| T / AT&T Inc.
|
|
|
|
|
|
|
|
| MO / Altria Group, Inc.
|
|
|
|
|
|
|
|
| SWKS / Skyworks Solutions, Inc.
|
|
|
|
|
|
|
|
| IZRL / ARK ETF Trust - ARK Israel Innovative Technology ETF
|
|
|
|
|
|
|
|
| PGR / The Progressive Corporation
|
|
|
|
|
|
|
|
| VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
|
|
|
|
|
|
|
|
| WAB / Westinghouse Air Brake Technologies Corporation
|
|
|
|
|
|
|
|
| ZTS / Zoetis Inc.
|
|
|
|
|
|
|
|
| NFLX / Netflix, Inc.
|
|
|
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| PLTR / Palantir Technologies Inc.
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| EFA / iShares Trust - iShares MSCI EAFE ETF
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| SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
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| VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
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| VIS / Vanguard World Fund - Vanguard Industrials ETF
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| TT / Trane Technologies plc
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| COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
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| TJX / The TJX Companies, Inc.
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| TOST / Toast, Inc.
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| VTV / Vanguard Index Funds - Vanguard Value ETF
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| GOOGL / Alphabet Inc.
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| CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
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| OUSA / ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF
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| COP / ConocoPhillips
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| DVY / iShares Trust - iShares Select Dividend ETF
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| GDX / VanEck ETF Trust - VanEck Gold Miners ETF
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| AMZN / Amazon.com, Inc.
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| AMAT / Applied Materials, Inc.
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| SCHW / The Charles Schwab Corporation
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| DDD / 3D Systems Corporation
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| ACGL / Arch Capital Group Ltd.
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| BN / Brookfield Corporation
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| AMGN / Amgen Inc.
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| VTRS / Viatris Inc.
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| GE / General Electric Company
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| WMB / The Williams Companies, Inc.
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| REGL / ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF
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| AMT / American Tower Corporation
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| EPP / iShares, Inc. - iShares MSCI Pacific ex Japan ETF
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| PAWZ / ProShares Trust - ProShares Pet Care ETF
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| PANW / Palo Alto Networks, Inc.
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| SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
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| EXPD / Expeditors International of Washington, Inc.
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| DXCM / DexCom, Inc.
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| CKPT / Checkpoint Therapeutics, Inc.
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| COIN / Coinbase Global, Inc.
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| ELV / Elevance Health, Inc.
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| SBUX / Starbucks Corporation
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| MA / Mastercard Incorporated
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| TGT / Target Corporation
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| CRM / Salesforce, Inc.
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| SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
|
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| XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
|
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| MRNA / Moderna, Inc.
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| TMO / Thermo Fisher Scientific Inc.
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| AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
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| ARKK / ARK ETF Trust - ARK Innovation ETF
|
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| MRK / Merck & Co., Inc.
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| PNC / The PNC Financial Services Group, Inc.
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| BX / Blackstone Inc.
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| TALK / Talkspace, Inc.
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| FRSH / Freshworks Inc.
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| VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
|
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| BHP / BHP Group Limited - Depositary Receipt (Common Stock)
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| PTPI / Petros Pharmaceuticals, Inc.
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| TGTX / TG Therapeutics, Inc.
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| ASAN / Asana, Inc.
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| SONO / Sonos, Inc.
|
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| KR / The Kroger Co.
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| AEP / American Electric Power Company, Inc.
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| CMI / Cummins Inc.
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| PEP / PepsiCo, Inc.
|
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| WMT / Walmart Inc.
|
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| EHAB / Enhabit, Inc.
|
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| BA / The Boeing Company
|
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| BDX / Becton, Dickinson and Company
|
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| JHML / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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| NVR / NVR, Inc.
|
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| IWD / iShares Trust - iShares Russell 1000 Value ETF
|
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| SRE / Sempra
|
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| FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
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|
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| IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
|
|
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| NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
|
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| BAM / Brookfield Asset Management Ltd.
|
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| XHR / Xenia Hotels & Resorts, Inc.
|
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|
| MCHP / Microchip Technology Incorporated
|
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| TSLA / Tesla, Inc.
|
|
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| RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
|
|
|
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|
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| RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
|
|
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|
| RSPD / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
|
|
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|
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|
|
| LMT / Lockheed Martin Corporation
|
|
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|
| MSI / Motorola Solutions, Inc.
|
|
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|
|
| ORI / Old Republic International Corporation
|
|
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|
|
| BNRE / Brookfield Reinsurance Ltd.
|
|
|
|
|
|
|
|
| NXPI / NXP Semiconductors N.V.
|
|
|
|
|
|
|
|
| VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
|
|
|
|
|
|
|
|
| APO / Apollo Global Management, Inc.
|
|
|
|
|
|
|
|
| KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
|
|
|
|
|
|
|
|
| IBB / iShares Trust - iShares Biotechnology ETF
|
|
|
|
|
|
|
|
| VZ / Verizon Communications Inc.
|
|
|
|
|
|
|
|
| SNAP / Snap Inc.
|
|
|
|
|
|
|
|
| UNH / UnitedHealth Group Incorporated
|
|
|
|
|
|
|
|
| BBY / Best Buy Co., Inc.
|
|
|
|
|
|
|
|
| IEP / Icahn Enterprises L.P.
|
|
|
|
|
|
|
|
| APD / Air Products and Chemicals, Inc.
|
|
|
|
|
|
|
|
| GEHC / GE HealthCare Technologies Inc.
|
|
|
|
|
|
|
|
| NVDA / NVIDIA Corporation
|
|
|
|
|
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|
|
| GDRX / GoodRx Holdings, Inc.
|
|
|
|
|
|
|
|
| XEL / Xcel Energy Inc.
|
|
|
|
|
|
|
|
| DPZ / Domino's Pizza, Inc.
|
|
|
|
|
|
|
|
| VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
|
|
|
|
|
|
|
|
| PG / The Procter & Gamble Company
|
|
|
|
|
|
|
|
| IAU / iShares Gold Trust
|
|
|
|
|
|
|
|
| CVS / CVS Health Corporation
|
|
|
|
|
|
|
|
| XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| TXN / Texas Instruments Incorporated
|
|
|
|
|
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|
.
