| MNMD / Mind Medicine (MindMed) Inc.
|
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|
|
| XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
|
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| PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
|
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| FISV / Fiserv, Inc.
|
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| DNN / Denison Mines Corp.
|
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| HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
|
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| UL / Unilever PLC - Depositary Receipt (Common Stock)
|
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| HTEC / Exchange Traded Concepts Trust - ROBO Global Healthcare Technology and Innovation ETF
|
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| DUK / Duke Energy Corporation
|
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| ZBH / Zimmer Biomet Holdings, Inc.
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| Columbus Geographic Systems
/ (199106105) |
|
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| DOW / Dow Inc.
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| VDMAX / Virtus Opportunities Trust - Virtus KAR Developing Markets Fd USD Cls A
|
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| US9219088286 / VANGUARD-DVD-ADM
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| US60934N8561 / Federated Government Obligations Tax-Managed Fund Institutional Shares
|
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| FLPKX / Fidelity Puritan Trust - Fidelity Low Priced Stock Fund Class K
|
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| VGSLX / Vanguard Specialized Funds - Vanguard Real Estate Index Fund Admiral Class
|
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| GTII / Green Thumb Industries Inc.
|
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| 904784709 / Unilever N.V.
|
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| VITRO TECH
/ (92851M108) |
|
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| AP Alternative Assets LP
/ LTD (00186K101) |
|
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| Dragontail Systems
/ (Q32679104) |
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| American SMALLCAP World Fd-A
/ (831681101) |
|
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| BlackRock H/Y Bd Port
/ (091929638) |
|
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| Fidelity Independence Fd
/ (316145309) |
|
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| Fidelity Spartan Inter Muni In
/ (31638R204) |
|
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| John Hancock Life Bal Fd
/ (47803V481) |
|
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| Keeley Small Cap Div Val - A
/ (487300881) |
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| Lord Abbett Shrt Dur Inc Fd
/ (543916704) |
|
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| Schwab Total Stock Mrkt Ind-Se
/ (808509756) |
|
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| Price T Rowe Tax Free Inc Bond
/ (779576107) |
|
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|
|
| Stone Ridge H/Y Reinsur Risk P
/ (861728509) |
|
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|
|
| Vanguard GNMA Fd - Adm
/ (922031794) |
|
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| Vanguard Long-Term T/E Fd
/ (922907308) |
|
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| MCTC / MICROMEDIC
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| US8865471085 / Tiffany & Co.
|
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| AFNIX / Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class I
|
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| CBIS / Cannabis Science, Inc.
|
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| CL / Cresco Labs Inc.
|
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| US9229087104 / VANGUARD 500 INDEX FUND VANGUARD 500 INDEX ADM
|
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|
| ILF / iShares Trust - iShares Latin America 40 ETF
|
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|
|
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| US3159108022 / Fidelity Diversified International Fund
|
|
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|
| EPAC / Enerpac Tool Group Corp.
|
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|
|
| 46434VAQ3 / iShares iBonds Dec 2020 Term Corporate ETF
|
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|
|
| Shelton Funds - S&P MidCap Ind
/ (82301Q767) |
|
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|
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|
|
| VFSAX / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex US Small Cap Index Fund Admiral Shares
|
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|
|
| US9219377366 / Vanguard FTSE All-World ex-US Index Fund Admiral Shares
|
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|
|
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|
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| AP Alternative Assets LP
/ LTD (G04036102) |
|
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|
|
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|
|
| JPMorgan Tax Free Bd-Sel
/ (4812C0456) |
|
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|
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|
|
| NOV / NOV Inc.
|
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|
|
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|
|
| Invesco Oppenheimer Dev Mkts-A
/ (00143W701) |
|
|
|
|
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|
|
| IShares S&P 500 Index-K
/ (066922204) |
|
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|
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| US09253C6030 / BlackRock National Municipal Inv A
|
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| TLLTF / TILT Holdings Inc.
|
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| US9219377028 / VAN-ST BD I-ADM
|
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| GWP / GW Pharmaceuticals plc
|
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| FXNAX / Fidelity Salem Street Trust - Fidelity U.S. Bond Index Fund
|
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| FBHS / Fortune Brands Home & Security Inc
|
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| JAMRX / Janus Investment Fund - Janus Henderson Research Fund Class T
|
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|
| RNLX / Renalytix Plc - Depositary Receipt (Common Stock)
|
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| DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
|
|
|
|
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|
| ILMN / Illumina, Inc.
|
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| PRU / Prudential Financial, Inc.
|
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|
|
| HSCZ / iShares Trust - iShares Currency Hedged MSCI EAFE Small-Cap ETF
|
|
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|
|
| US9220318367 / VANG-ST IN G-ADM
|
|
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| JPXUZ / JPMorgan Chase & Co.
|
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| LAZ / Lazard, Inc.
|
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| US0549371070 / BB&T Corp.
|
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|
| EBAY / eBay Inc.
|
|
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|
|
|
|
| HBORF / StateHouse Holdings Inc (Sub Voting)
|
|
|
|
|
|
|
|
| DFCEX / Dfa Investment Dimensions Group Inc - DFA Emerging Markets Core Equity Portfolio
|
|
|
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|
|
| VICSX / Vanguard Scottsdale Funds - Vanguard IT Corporate Bond Index Fund Admiral
|
|
|
|
|
|
|
|
| VTMNX / Vanguard Tax Managed Funds - Vanguard Developed Markets Index Fund Institutional Class
|
|
|
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|
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|
|
| TAIL / Cambria ETF Trust - Cambria Tail Risk ETF
|
|
|
|
|
|
|
|
| PRHYX / T. Rowe Price High Yield Fund Inc - T. Rowe Price High Yield Fund
|
|
|
|
|
|
|
|
| Canadian Pacific Railway Ltd
/ (13645T100) |
|
|
|
|
|
|
|
| FRHIX / Franklin Tax Free Trust - Franklin High Yield Tax Free Income Fund Class A1
|
|
|
|
|
|
|
|
| FDVLX / Fidelity Capital Trust - Fidelity Value Fund
|
|
|
|
|
|
|
|
| BK / The Bank of New York Mellon Corporation
|
|
|
|
|
|
|
|
| OAKMX / Harris Associates Investment Trust - Oakmark Fund Investor Class
|
|
|
|
|
|
|
|
| DOW / Dow Inc.
|
|
|
|
|
|
|
|
| NXPI / NXP Semiconductors N.V.
|
|
|
|
|
|
|
|
| DFIEX / Dfa Investment Dimensions Group Inc - DFA International Core Equity Portfolio
|
|
|
|
|
|
|
|
| CAH / Cardinal Health, Inc.
|
|
|
|
|
|
|
|
| VGHAX / Vanguard Specialized Funds - Vanguard Health Care Fund Admiral Class
|
|
|
|
|
|
|
|
| RBC / RBC Bearings Incorporated
|
|
|
|
|
|
|
|
| XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| DXCM / DexCom, Inc.
|
|
|
|
|
|
|
|
| RPMGX / T. Rowe Price Mid-Cap Growth Fund Inc - T. Rowe Price Mid-Cap Growth Fund
|
|
|
|
|
|
|
|
| EXC / Exelon Corporation
|
|
|
|
|
|
|
|
| IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
|
|
|
|
|
|
|
|
| LFUS / Littelfuse, Inc.
|
|
|
|
|
|
|
|
| BBBY / Bed Bath & Beyond, Inc.
|
|
|
|
|
|
|
|
| VMC / Vulcan Materials Company
|
|
|
|
|
|
|
|
| 701769101 / Parnassus Core Equity Institutional (Inactive)
|
|
|
|
|
|
|
|
| BP / BP p.l.c. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| ISRG / Intuitive Surgical, Inc.
|
|
|
|
|
|
|
|
| AXP / American Express Company
|
|
|
|
|
|
|
|
| MA / Mastercard Incorporated
|
|
|
|
|
|
|
|
| PHYS / Sprott Physical Gold Trust
|
|
|
|
|
|
|
|
| VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
|
|
|
|
|
|
|
|
| CABO / Cable One, Inc.
|
|
|
|
|
|
|
|
| UPS / United Parcel Service, Inc.
|
|
|
|
|
|
|
|
| TMO / Thermo Fisher Scientific Inc.
|
|
|
|
|
|
|
|
| AVGO / Broadcom Inc.
|
|
|
|
|
|
|
|
| CL / Colgate-Palmolive Company
|
|
|
|
|
|
|
|
| MKL / Markel Group Inc.
|
|
|
|
|
|
|
|
| GIS / General Mills, Inc.
|
|
|
|
|
|
|
|
| CMCSA / Comcast Corporation
|
|
|
|
|
|
|
|
| VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
|
|
|
|
|
|
|
|
| SBUX / Starbucks Corporation
|
|
|
|
|
|
|
|
| CBOE / Cboe Global Markets, Inc.
|
|
|
|
|
|
|
|
| IEX / IDEX Corporation
|
|
|
|
|
|
|
|
| FCNTX / Fidelity Contrafund - Fidelity Contra Fund
|
|
|
|
|
|
|
|
| IVE / iShares Trust - iShares S&P 500 Value ETF
|
|
|
|
|
|
|
|
| LHX / L3Harris Technologies, Inc.
|
|
|
|
|
|
|
|
| CMI / Cummins Inc.
|
|
|
|
|
|
|
|
| IWF / iShares Trust - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
|
|
| NSC / Norfolk Southern Corporation
|
|
|
|
|
|
|
|
| NVDA / NVIDIA Corporation
|
|
|
|
|
|
|
|
| VTSAX / Vanguard Index Funds - Vanguard Total Stock Market Index Fund Admiral
|
|
|
|
|
|
|
|
| EWC / iShares, Inc. - iShares MSCI Canada ETF
|
|
|
|
|
|
|
|
| SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
|
|
|
|
|
|
|
|
| MRK / Merck & Co., Inc.
|
|
|
|
|
|
|
|
| WM / Waste Management, Inc.
|
|
|
|
|
|
|
|
| LULU / lululemon athletica inc.
|
|
|
|
|
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|
|
| PSA / Public Storage
|
|
|
|
|
|
|
|
| ATR / AptarGroup, Inc.
|
|
|
|
|
|
|
|
| ETR / Entergy Corporation
|
|
|
|
|
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|
|
| PPL / PPL Corporation
|
|
|
|
|
|
|
|
| SBAC / SBA Communications Corporation
|
|
|
|
|
|
|
|
| LBRDK / Liberty Broadband Corporation
|
|
|
|
|
|
|
|
| GS / The Goldman Sachs Group, Inc.
|
|
|
|
|
|
|
|
| VB / Vanguard Index Funds - Vanguard Small-Cap ETF
|
|
|
|
|
|
|
|
| MITTX / Massachusetts Investors Trust - Massachusetts Investors Trust Class A
|
|
|
|
|
|
|
|
| VIPIX / Vanguard Bond Index Funds - Vanguard Inflation Protected Securities Fund Institutional
|
|
|
|
|
|
|
|
| LEGAX / Columbia Funds Series Trust I - Columbia Large Cap Growth Fund Class A
|
|
|
|
|
|
|
|
| PRWBX / T. Rowe Price Group Inc - Short Term Bond Fund Investor Class
|
|
|
|
|
|
|
|
| MMP / Magellan Midstream Partners L.P.
|
|
|
|
|
|
|
|
| DIA / SPDR Dow Jones Industrial Average ETF Trust
|
|
|
|
|
|
|
|
| SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
|
|
| IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
|
|
|
|
|
|
|
|
| ANCFX / American Funds Fundamental Investors - American Funds Fundamental Investors Class A
|
|
|
|
|
|
|
|
| LBTYK / Liberty Global Ltd.
|
|
|
|
|
|
|
|
| NKE / NIKE, Inc.
|
|
|
|
|
|
|
|
| COST / Costco Wholesale Corporation
|
|
|
|
|
|
|
|
| SQ / Block, Inc.
|
|
|
|
|
|
|
|
| CMG / Chipotle Mexican Grill, Inc.
|
|
|
|
|
|
|
|
| JDBAX / Janus Investment Fund - Janus Henderson Balanced Fund Class A
|
|
|
|
|
|
|
|
| TXRSX / JPMorgan Tax Aware Real Return Fund
|
|
|
|
|
|
|
|
| GDNSF / Goodness Growth Holdings, Inc.
|
|
|
|
|
|
|
|
| VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
|
|
|
|
|
|
|
|
| GOOGL / Alphabet Inc.
|
|
|
|
|
|
|
|
| MDLZ / Mondelez International, Inc.
|
|
|
|
|
|
|
|
| MKC / McCormick & Company, Incorporated
|
|
|
|
|
|
|
|
| PFE / Pfizer Inc.
|
|
|
|
|
|
|
|
| ALC / Alcon Inc.
|
|
|
|
|
|
|
|
| MMM / 3M Company
|
|
|
|
|
|
|
|
| CCI / Crown Castle Inc.
|
|
|
|
|
|
|
|
| FXAIX / Fidelity Concord Street Trust - Fidelity 500 Index Fund
|
|
|
|
|
|
|
|
| MET / MetLife, Inc.
|
|
|
|
|
|
|
|
| AMGN / Amgen Inc.
|
|
|
|
|
|
|
|
| VSBIX / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury Index Fund Institutional Shares
|
|
|
|
|
|
|
|
| SPLK / Splunk Inc.
|
|
|
|
|
|
|
|
| QQQ / Invesco QQQ Trust, Series 1
|
|
|
|
|
|
|
|
| V / Visa Inc.
|
|
|
|
|
|
|
|
| SYK / Stryker Corporation
|
|
|
|
|
|
|
|
| TXN / Texas Instruments Incorporated
|
|
|
|
|
|
|
|
| PRHSX / T. Rowe Price Health Sciences Fund Inc - T. Rowe Price Health Sciences Fund
|
|
|
|
|
|
|
|
| FTABX / Fidelity Salem Street Trust - Fidelity Tax-Free Bond Fund
|
|
|
|
|
|
|
|
| ELS / Equity LifeStyle Properties, Inc.
|
|
|
|
|
|
|
|
| VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| DRTAX / BNY Mellon Municipal Bond Funds Inc - BNY Mellon Municipal Bond Fund
|
|
|
|
|
|
|
|
| US23320G2811 / DFA US Large Cap Growth Portfolio
|
|
|
|
|
|
|
|
| IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
|
|
|
|
|
|
|
|
| RTN / Raytheon Co.
|
|
|
|
|
|
|
|
| CTSH / Cognizant Technology Solutions Corporation
|
|
|
|
|
|
|
|
| HBP / Huttig Building Products, Inc.
|
|
|
|
|
|
|
|
| IBMJ / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2021 Term Muni Bond ETF
|
|
|
|
|
|
|
|
| US3159116934 / FIDELITY TOTAL MARKET INDEX FUNDFIDELITY ADV
|
|
|
|
|
|
|
|
| BXP / Boston Properties, Inc.
|
|
|
|
|
|
|
|
| ACRNX / Columbia Acorn Trust - Columbia Acorn Fund Institutional Class
|
|
|
|
|
|
|
|
| DFSTX / Dfa Investment Dimensions Group Inc - DFA U.S. Small Cap Portfolio
|
|
|
|
|
|
|
|
| US9219098186 / Vanguard Total International Stock Market Index Fund Admiral Shares
|
|
|
|
|
|
|
|
| US9220313079 / Vanguard GNMA Fund Investor Shares
|
|
|
|
|
|
|
|
| US9220314069 / Vanguard Short-Term Investment Grade Fund
|
|
|
|
|
|
|
|
| VWNEX / Vanguard Windsor Funds - Vanguard Windsor Admiral Class
|
|
|
|
|
|
|
|
| RMD / ResMed Inc.
|
|
|
|
|
|
|
|
| GLOW.F / ORDINARY SHARES
|
|
|
|
|
|
|
|
| DFLVX / Dfa Investment Dimensions Group Inc - DFA U.S. Large Cap Value Portfolio
|
|
|
|
|
|
|
|
| SRCL / Stericycle, Inc.
|
|
|
|
|
|
|
|
| HRVSF / Harvest Health & Recreation Inc (Sub Voting)
|
|
|
|
|
|
|
|
| DAL / Delta Air Lines, Inc.
|
|
|
|
|
|
|
|
| MU / Micron Technology, Inc.
|
|
|
|
|
|
|
|
| 018490100 / Allergan plc
|
|
|
|
|
|
|
|
| EOG / EOG Resources, Inc.
|
|
|
|
|
|
|
|
| AAL / American Airlines Group Inc.
|
|
|
|
|
|
|
|
| AGTHX / Growth Fund Of America - American Funds Growth Fund of America Class A
|
|
|
|
|
|
|
|
| VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
|
|
|
|
|
|
|
|
| CLX / The Clorox Company
|
|
|
|
|
|
|
|
| XEL / Xcel Energy Inc.
|
|
|
|
|
|
|
|
| JCI / Johnson Controls International plc
|
|
|
|
|
|
|
|
| ACC / American Campus Communities Inc.
|
|
|
|
|
|
|
|
| INTU / Intuit Inc.
|
|
|
|
|
|
|
|
| CARR / Carrier Global Corporation
|
|
|
|
|
|
|
|
| APD / Air Products and Chemicals, Inc.
|
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|
| KO / The Coca-Cola Company
|
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| CAT / Caterpillar Inc.
|
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|
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|
|
| BMY / Bristol-Myers Squibb Company
|
|
|
|
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|
|
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| KMB / Kimberly-Clark Corporation
|
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|
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|
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| DE / Deere & Company
|
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|
|
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|
| IBM / International Business Machines Corporation
|
|
|
|
|
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|
|
| DHR / Danaher Corporation
|
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|
| GE / General Electric Company
|
|
|
|
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|
|
|
| GOOGL / Alphabet Inc.
|
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|
|
|
|
|
| FOCPX / Fidelity Securities Fund - Fidelity OTC Portfolio
|
|
|
|
|
|
|
|
| RE / Everest Re Group Ltd
|
|
|
|
|
|
|
|
| GSK / GSK plc - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| EMR / Emerson Electric Co.
|
|
|
|
|
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|
|
| PM / Philip Morris International Inc.
|
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|
|
|
|
| NGG / National Grid plc - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| WBA / Walgreens Boots Alliance, Inc.
|
|
|
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| HBI / Hanesbrands Inc.
|
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|
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|
| EQR / Equity Residential
|
|
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|
| HON / Honeywell International Inc.
|
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| RTX / RTX Corporation
|
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|
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|
| CVX / Chevron Corporation
|
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|
|
|
|
|
| VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
|
|
|
|
|
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|
| BX / Blackstone Inc.
|
|
|
|
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|
| SIVB / SVB Financial Group
|
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|
| NTRS / Northern Trust Corporation
|
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| AMT / American Tower Corporation
|
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| ICE / Intercontinental Exchange, Inc.
|
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|
| INTC / Intel Corporation
|
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|
| IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
|
|
|
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|
| ADP / Automatic Data Processing, Inc.
|
|
|
|
|
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|
|
| SPGI / S&P Global Inc.
|
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|
|
|
|
|
|
| ACRNX / Columbia Acorn Trust - Columbia Acorn Fund Institutional Class
|
|
|
|
|
|
|
|
| VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
|
|
|
|
|
|
|
|
| CI / The Cigna Group
|
|
|
|
|
|
|
|
| FRC / First Republic Bank
|
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|
|
|
|
|
|
| SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
|
|
|
|
|
|
|
|
| SCHF / Schwab Strategic Trust - Schwab International Equity ETF
|
|
|
|
|
|
|
|
| NMBAX / Nuveen Municipal Trust - Nuveen Intermediate Duration Municipal Bond Fund Class A
|
|
|
|
|
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|
|
| GLD / SPDR Gold Trust
|
|
|
|
|
|
|
|
| WY / Weyerhaeuser Company
|
|
|
|
|
|
|
|
| SIEGY / Siemens Aktiengesellschaft - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| MCK / McKesson Corporation
|
|
|
|
|
|
|
|
| AEP / American Electric Power Company, Inc.
|
|
|
|
|
|
|
|
| ROST / Ross Stores, Inc.
|
|
|
|
|
|
|
|
| VWELX / Vanguard Wellington Fund - Vanguard Wellington Fund Investor Shares
|
|
|
|
|
|
|
|
| EW / Edwards Lifesciences Corporation
|
|
|
|
|
|
|
|
| MMC / Marsh & McLennan Companies, Inc.
|
|
|
|
|
|
|
|
| IWD / iShares Trust - iShares Russell 1000 Value ETF
|
|
|
|
|
|
|
|
| MCO / Moody's Corporation
|
|
|
|
|
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|
|
| CSX / CSX Corporation
|
|
|
|
|
|
|
|
| MIDD / The Middleby Corporation
|
|
|
|
|
|
|
|
| PRBLX / Parnassus Income Funds - Parnassus Core Equity Fund Class Investor
|
|
|
|
|
|
|
|
| ENB / Enbridge Inc.
|
|
|
|
|
|
|
|
| GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
|
|
|
|
|
|
|
|
| BHP / BHP Group Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| OMBAX / JPMorgan Trust II - JPMorgan Mortgage Backed Securities Fund Class A
|
|
|
|
|
|
|
|
| VSMAX / Vanguard Index Funds - Vanguard Small Cap Index Fund Admiral
|
|
|
|
|
|
|
|
| IQDG / WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund
|
|
|
|
|
|
|
|
| LEN / Lennar Corporation
|
|
|
|
|
|
|
|
| IOO / iShares Trust - iShares Global 100 ETF
|
|
|
|
|
|
|
|
| AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
|
|
|
|
|
|
|
|
| YUMC / Yum China Holdings, Inc.
|
|
|
|
|
|
|
|
| F / Ford Motor Company
|
|
|
|
|
|
|
|
| ESBA / Empire State Realty OP, L.P. - Limited Partnership
|
|
|
|
|
|
|
|
| FKGRX / Franklin Custodian Funds - Franklin Growth Fund Class A1
|
|
|
|
|
|
|
|
| DFTC / Defentect Group, Inc.
|
|
|
|
|
|
|
|
| KSU / Kansas City Southern
|
|
|
|
|
|
|
|
| SPY / SPDR S&P 500 ETF
|
|
|
|
|
|
|
|
| OKE / ONEOK, Inc.
|
|
|
|
|
|
|
|
| JNJ / Johnson & Johnson
|
|
|
|
|
|
|
|
| BA / The Boeing Company
|
|
|
|
|
|
|
|
| CSCO / Cisco Systems, Inc.
|
|
|
|
|
|
|
|
| NVS / Novartis AG - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| ABT / Abbott Laboratories
|
|
|
|
|
|
|
|
| GILD / Gilead Sciences, Inc.
|
|
|
|
|
|
|
|
| IWR / iShares Trust - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
|
|
| AME / AMETEK, Inc.
|
|
|
|
|
|
|
|
| HD / The Home Depot, Inc.
|
|
|
|
|
|
|
|
| QCOM / QUALCOMM Incorporated
|
|
|
|
|
|
|
|
| EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
|
|
|
|
|
|
|
|
| TRV / The Travelers Companies, Inc.
|
|
|
|
|
|
|
|
| AON / Aon plc
|
|
|
|
|
|
|
|
| OXY / Occidental Petroleum Corporation
|
|
|
|
|
|
|
|
| AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| HSY / The Hershey Company
|
|
|
|
|
|
|
|
| EPD / Enterprise Products Partners L.P. - Limited Partnership
|
|
|
|
|
|
|
|
| MO / Altria Group, Inc.
|
|
|
|
|
|
|
|
| SWPPX / Schwab Capital Trust - Schwab S&P 500 Index Fund
|
|
|
|
|
|
|
|
| NEE / NextEra Energy, Inc.
|
|
|
|
|
|
|
|
| EVRG / Evergy, Inc.
|
|
|
|
|
|
|
|
| ORCL / Oracle Corporation
|
|
|
|
|
|
|
|
| BAC / Bank of America Corporation
|
|
|
|
|
|
|
|
| AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
|
|
|
|
|
|
|
|
| WSM / Williams-Sonoma, Inc.
|
|
|
|
|
|
|
|
| LBRDA / Liberty Broadband Corporation
|
|
|
|
|
|
|
|
| VHYAX / Vanguard Whitehall Funds - Vanguard High Dividend Yield Index Fund Admiral Shares
|
|
|
|
|
|
|
|
| FITB / Fifth Third Bancorp
|
|
|
|
|
|
|
|
| SO / The Southern Company
|
|
|
|
|
|
|
|
| VVIAX / Vanguard Index Funds - Vanguard Value Index Fund Admiral
|
|
|
|
|
|
|
|
| VRTX / Vertex Pharmaceuticals Incorporated
|
|
|
|
|
|
|
|
| KHC / The Kraft Heinz Company
|
|
|
|
|
|
|
|
| DTE / DTE Energy Company
|
|
|
|
|
|
|
|
| PLD / Prologis, Inc.
|
|
|
|
|
|
|
|
| PRGFX / T. Rowe Price Growth Stock Fund Inc - T. Rowe Price Growth Stock Fund
|
|
|
|
|
|
|
|
| SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
|
|
| ACWI / iShares Trust - iShares MSCI ACWI ETF
|
|
|
|
|
|
|
|
| SYY / Sysco Corporation
|
|
|
|
|
|
|
|
| ICLN / iShares Trust - iShares Global Clean Energy ETF
|
|
|
|
|
|
|
|
| ES / Eversource Energy
|
|
|
|
|
|
|
|
| MSI / Motorola Solutions, Inc.
|
|
|
|
|
|
|
|
| VEEV / Veeva Systems Inc.
|
|
|
|
|
|
|
|
| IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
|
|
|
|
|
|
|
|
| IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
|
|
|
|
|
|
|
|
| AMAT / Applied Materials, Inc.
|
|
|
|
|
|
|
|
| TSLA / Tesla, Inc.
|
|
|
|
|
|
|
|
| ANWPX / New Perspective Fund - American Funds New Perspective Fund Class A
|
|
|
|
|
|
|
|
| EXAS / Exact Sciences Corporation
|
|
|
|
|
|
|
|
| EA / Electronic Arts Inc.
|
|
|
|
|
|
|
|
| DVY / iShares Trust - iShares Select Dividend ETF
|
|
|
|
|
|
|
|
| VXF / Vanguard Index Funds - Vanguard Extended Market ETF
|
|
|
|
|
|
|
|
| AMP / Ameriprise Financial, Inc.
|
|
|
|
|
|
|
|
| SNAP / Snap Inc.
|
|
|
|
|
|
|
|
| PRWCX / T. Rowe Price Capital Appreciation Fund - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
|
|
| ELV / Elevance Health, Inc.
|
|
|
|
|
|
|
|
| C / Citigroup Inc.
|
|
|
|
|
|
|
|
| PPG / PPG Industries, Inc.
|
|
|
|
|
|
|
|
| MSFT / Microsoft Corporation
|
|
|
|
|
|
|
|
| JPM / JPMorgan Chase & Co.
|
|
|
|
|
|
|
|
| ABBV / AbbVie Inc.
|
|
|
|
|
|
|
|
| AMZN / Amazon.com, Inc.
|
|
|
|
|
|
|
|
| IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
|
|
| ACN / Accenture plc
|
|
|
|
|
|
|
|
| CTVA / Corteva, Inc.
|
|
|
|
|
|
|
|
| ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
|
|
|
|
|
|
|
|
| UNH / UnitedHealth Group Incorporated
|
|
|
|
|
|
|
|
| CURLF / Curaleaf Holdings, Inc.
|
|
|
|
|
|
|
|
| XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
|
|
|
|
|
|
|
|
| VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
|
|
|
|
|
|
|
|
| PBPB / Potbelly Corporation
|
|
|
|
|
|
|
|
| LMT / Lockheed Martin Corporation
|
|
|
|
|
|
|
|
| UNP / Union Pacific Corporation
|
|
|
|
|
|
|
|
| CME / CME Group Inc.
|
|
|
|
|
|
|
|
| OFC / Corporate Office Properties Trust
|
|
|
|
|
|
|
|
| OEF / iShares Trust - iShares S&P 100 ETF
|
|
|
|
|
|
|
|
| NYMX / Nymox Pharmaceutical Corp
|
|
|
|
|
|
|
|
| ATH / Athene Holding Ltd - Class A
|
|
|
|
|
|
|
|
| ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| EL / The Estée Lauder Companies Inc.
|
|
|
|
|
|
|
|
| YUM / Yum! Brands, Inc.
|
|
|
|
|
|
|
|
| WMT / Walmart Inc.
|
|
|
|
|
|
|
|
| VUG / Vanguard Index Funds - Vanguard Growth ETF
|
|
|
|
|
|
|
|
| ALL / The Allstate Corporation
|
|
|
|
|
|
|
|
| PRNHX / T. Rowe Price New Horizons Fund Inc - T. Rowe Price New Horizons Fund
|
|
|
|
|
|
|
|
| FTV / Fortive Corporation
|
|
|
|
|
|
|
|
| URI / United Rentals, Inc.
|
|
|
|
|
|
|
|
| NNCSF / Nanosonics Limited
|
|
|
|
|
|
|
|
| AWK / American Water Works Company, Inc.
|
|
|
|
|
|
|
|
| VTR / Ventas, Inc.
|
|
|
|
|
|
|
|
| PYPL / PayPal Holdings, Inc.
|
|
|
|
|
|
|
|
| GPC / Genuine Parts Company
|
|
|
|
|
|
|
|
| PEG / Public Service Enterprise Group Incorporated
|
|
|
|
|
|
|
|
| ROK / Rockwell Automation, Inc.
|
|
|
|
|
|
|
|
| DIS / The Walt Disney Company
|
|
|
|
|
|
|
|
| LIN / Linde plc
|
|
|
|
|
|
|
|
| TGT / Target Corporation
|
|
|
|
|
|
|
|
| BAX / Baxter International Inc.
|
|
|
|
|
|
|
|
| EFA / iShares Trust - iShares MSCI EAFE ETF
|
|
|
|
|
|
|
|
| FFIDX / Fidelity Hastings Street Trust - Fidelity Fund
|
|
|
|
|
|
|
|
| ANSS / ANSYS, Inc.
|
|
|
|
|
|
|
|
| BRK.A / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
| DNP / DNP Select Income Fund Inc.
|
|
|
|
|
|
|
|
| RVV / Revive Therapeutics Ltd.
|
|
|
|
|
|
|
|
| VWINX / Vanguard Wellesley Income Fund - Vanguard Wellesley Investor Class
|
|
|
|
|
|
|
|
| META / Meta Platforms, Inc.
|
|
|
|
|
|
|
|
| VWIGX / Vanguard World Fund - Vanguard International Growth Fund Investor Class
|
|
|
|
|
|
|
|
| LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
|
|
|
|
|
|
|
|
| MCD / McDonald's Corporation
|
|
|
|
|
|
|
|
| ECL / Ecolab Inc.
|
|
|
|
|
|
|
|
| VBIAX / Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Admiral
|
|
|
|
|
|
|
|
| CVS / CVS Health Corporation
|
|
|
|
|
|
|
|
| SPG / Simon Property Group, Inc.
|
|
|
|
|
|
|
|
| TIP / iShares Trust - iShares TIPS Bond ETF
|
|
|
|
|
|
|
|
| TPL / Texas Pacific Land Corporation
|
|
|
|
|
|
|
|
| CRM / Salesforce, Inc.
|
|
|
|
|
|
|
|
| WCMIX / Investment Managers Series Trust - WCM Focused International Growth Fund Institutional Class
|
|
|
|
|
|
|
|
| VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
|
|
|
|
|
|
|
|
| TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
|
|
|
|
|
|
|
|
| SHEL / Shell plc - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| AAPL / Apple Inc.
|
|
|
|
|
|
|
|
| DODGX / Dodge & Cox Funds - Dodge & Cox Stock Fund
|
|
|
|
|
|
|
|
| ADBE / Adobe Inc.
|
|
|
|
|
|
|
|
| WEC / WEC Energy Group, Inc.
|
|
|
|
|
|
|
|
| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
|
|
|
|
|
|
|
|
| PAYX / Paychex, Inc.
|
|
|
|
|
|
|
|
| MSCI / MSCI Inc.
|
|
|
|
|
|
|
|
| SCHW / The Charles Schwab Corporation
|
|
|
|
|
|
|
|
| COP / ConocoPhillips
|
|
|
|
|
|
|
|
| TY / Tri-Continental Corporation
|
|
|
|
|
|
|
|
| VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
|
|
|
|
|
|
|
|
| LOW / Lowe's Companies, Inc.
|
|
|
|
|
|
|
|
| GWW / W.W. Grainger, Inc.
|
|
|
|
|
|
|
|
| PNC / The PNC Financial Services Group, Inc.
|
|
|
|
|
|
|
|
| ED / Consolidated Edison, Inc.
|
|
|
|
|
|
|
|
| TCNNF / Trulieve Cannabis Corp.
|
|
|
|
|
|
|
|
| NOW / ServiceNow, Inc.
|
|
|
|
|
|
|
|
| CB / Chubb Limited
|
|
|
|
|
|
|
|
| ADI / Analog Devices, Inc.
|
|
|
|
|
|
|
|
| GMED / Globus Medical, Inc.
|
|
|
|
|
|
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| MDY / SPDR S&P MidCap 400 ETF Trust
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| ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
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| LRCX / Lam Research Corporation
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| WFC / Wells Fargo & Company
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| NOC / Northrop Grumman Corporation
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| MDT / Medtronic plc
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| ROP / Roper Technologies, Inc.
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| SLY / SPDR Series Trust - SPDR S&P 600 Small Cap ETF
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| CCHWF / Columbia Care Inc
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| TT / Trane Technologies plc
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| ZTS / Zoetis Inc.
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| IWM / iShares Trust - iShares Russell 2000 ETF
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| LLY / Eli Lilly and Company
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| ATVI / Activision Blizzard Inc
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| OTIS / Otis Worldwide Corporation
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| KR / The Kroger Co.
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| DODBX / Dodge & Cox Funds - Dodge & Cox Balanced Fund
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| SRE / Sempra
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| TFC / Truist Financial Corporation
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| ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
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| BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
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| FPURX / Fidelity Puritan Trust - Fidelity Puritan Fund
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| LNT / Alliant Energy Corporation
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| TBGVX / Tweedy Browne Fund Inc - Tweedy Browne International Value Fd USD
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| FSPSX / Fidelity Concord Street Trust - Fidelity International Index Fund
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| OLED / Universal Display Corporation
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| QRTEA / Qurate Retail Inc - Series A
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| LUV / Southwest Airlines Co.
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| VSPC / VIASPACE Inc.
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| TJX / The TJX Companies, Inc.
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| CPRT / Copart, Inc.
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| BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
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| AMKR / Amkor Technology, Inc.
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| SLB / Schlumberger Limited
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| IJR / iShares Trust - iShares Core S&P Small-Cap ETF
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| VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
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| DOV / Dover Corporation
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| PRDGX / T. Rowe Price Dividend Growth Fund Inc - T. Rowe Price Dividend Growth Fund
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| ET / Energy Transfer LP - Limited Partnership
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| XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
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| PG / The Procter & Gamble Company
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| PEP / PepsiCo, Inc.
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| VZ / Verizon Communications Inc.
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| T / AT&T Inc.
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| FHN / First Horizon Corporation
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| VIMAX / Vanguard Index Funds - Vanguard Mid-Cap Index Fund Admiral Class
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| AWAAX / Ab Portfolios - AB Wealth Appreciation Strategy Class A
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| IEFA / iShares Trust - iShares Core MSCI EAFE ETF
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| USB / U.S. Bancorp
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| GD / General Dynamics Corporation
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| SHW / The Sherwin-Williams Company
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| NSRGY / Nestlé S.A. - Depositary Receipt (Common Stock)
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| C.WSA / Citigroup, Inc.
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| XOM / Exxon Mobil Corporation
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| BRK.B / Berkshire Hathaway Inc.
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| BDX / Becton, Dickinson and Company
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| IWB / iShares Trust - iShares Russell 1000 ETF
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| IVV / iShares Trust - iShares Core S&P 500 ETF
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| D / Dominion Energy, Inc.
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| IYW / iShares Trust - iShares U.S. Technology ETF
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| ITW / Illinois Tool Works Inc.
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| NFLX / Netflix, Inc.
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| PSX / Phillips 66
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| EWJ / iShares, Inc. - iShares MSCI Japan ETF
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| OPMG / Options Media Group Holdings, Inc.
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.
