| DOMA.WS / Doma Holdings, Inc. Warrants, each whole warrant exercisable for one share of at an exe
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| RPM / RPM International Inc.
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| MKC / McCormick & Company, Incorporated
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| SOFI / SoFi Technologies, Inc.
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| VGT / Vanguard World Fund - Vanguard Information Technology ETF
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| SIRI / Sirius XM Holdings Inc.
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| ACVA / ACV Auctions Inc.
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| DG / Dollar General Corporation
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| CTXS / Citrix Systems, Inc.
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| WTRG / Essential Utilities, Inc.
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| EVR / Evercore Inc.
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| GOOG / Alphabet Inc.
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| VXF / Vanguard Index Funds - Vanguard Extended Market ETF
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| EVT / Eaton Vance Tax-Advantaged Dividend Income Fund
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| PFF / iShares Trust - iShares Preferred and Income Securities ETF
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| IDXX / IDEXX Laboratories, Inc.
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| VRAYQ / ViewRay, Inc.
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| PBE / Invesco Exchange-Traded Fund Trust - Invesco Biotechnology & Genome ETF
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| NKE / NIKE, Inc.
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| TSLA / Tesla, Inc.
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| XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
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| UNH / UnitedHealth Group Incorporated
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| DIS / The Walt Disney Company
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| MAR / Marriott International, Inc.
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| VTV / Vanguard Index Funds - Vanguard Value ETF
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| ACWI / iShares Trust - iShares MSCI ACWI ETF
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| DUK / Duke Energy Corporation
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| BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
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| IBM / International Business Machines Corporation
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| URTH / iShares, Inc. - iShares MSCI World ETF
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| BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
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| DVY / iShares Trust - iShares Select Dividend ETF
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| BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
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| MDLZ / Mondelez International, Inc.
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| UNP / Union Pacific Corporation
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| JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
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| VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
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| VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
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| CB / Chubb Limited
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| ACRE / Ares Commercial Real Estate Corporation
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| VPU / Vanguard World Fund - Vanguard Utilities ETF
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| RTX / RTX Corporation
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| XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
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| CPT / Camden Property Trust
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| ARES / Ares Management Corporation
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| V / Visa Inc.
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| META / Meta Platforms, Inc.
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| SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
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| KMB / Kimberly-Clark Corporation
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| DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
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| DIA / SPDR Dow Jones Industrial Average ETF Trust
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| TJX / The TJX Companies, Inc.
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| VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
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| LLY / Eli Lilly and Company
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| PLTR / Palantir Technologies Inc.
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| HON / Honeywell International Inc.
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| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
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| VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
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| CSX / CSX Corporation
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| VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
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| DIBS / 1stdibs.Com, Inc.
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| IVV / iShares Trust - iShares Core S&P 500 ETF
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| ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
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| MDB / MongoDB, Inc.
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| HSY / The Hershey Company
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| SPG / Simon Property Group, Inc.
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| GS / The Goldman Sachs Group, Inc.
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| ARKK / ARK ETF Trust - ARK Innovation ETF
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| AAPL / Apple Inc.
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| VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
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| IWB / iShares Trust - iShares Russell 1000 ETF
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| XOM / Exxon Mobil Corporation
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| IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
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| ATH / Athene Holding Ltd - Class A
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| OTONOMO TECHNOLOGIES LTD
/ *W EXP 08/13/202 (M7571L111) |
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| ZETA / Zeta Global Holdings Corp.
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| ZM / Zoom Communications Inc.
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| TSPQ.U / TCW Special Purpose Acquisition Corp. Units, each consisting of one share of Class A common stock an
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| BAC.PRL / Bank of America Corporation - Preferred Stock
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| AXP / American Express Company
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| NINE / Nine Energy Service, Inc.
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| ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
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| PTON / Peloton Interactive, Inc.
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| UTHR / United Therapeutics Corporation
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| BAM / Brookfield Asset Management Ltd.
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| DISCK / Warner Bros.Discovery Inc - Series C
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| VOLT / Tema ETF Trust - Tema Electrification ETF
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| OXY / Occidental Petroleum Corporation
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| CVS / CVS Health Corporation
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| CHTR / Charter Communications, Inc.
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| VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
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| LIT / Global X Funds - Global X Lithium & Battery Tech ETF
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| VOX / Vanguard World Fund - Vanguard Communication Services ETF
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| DE / Deere & Company
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| PEP / PepsiCo, Inc.
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| TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
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| GHC / Graham Holdings Company
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| QCOM / QUALCOMM Incorporated
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| UPS / United Parcel Service, Inc.
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| GIS / General Mills, Inc.
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| AON / Aon plc
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| CMCSA / Comcast Corporation
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| AMZN / Amazon.com, Inc.
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| WMT / Walmart Inc.
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| KO / The Coca-Cola Company
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| MSFT / Microsoft Corporation
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| 739190106 / POWER and DIGITAL INFRASTRUCTURE ACQUISITION CORP
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| ASAN / Asana, Inc.
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| BYFC / Broadway Financial Corporation
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| PYPL / PayPal Holdings, Inc.
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| CVX / Chevron Corporation
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| NFLX / Netflix, Inc.
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| BA / The Boeing Company
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| BMY / Bristol-Myers Squibb Company
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| ISRG / Intuitive Surgical, Inc.
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| TMO / Thermo Fisher Scientific Inc.
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| AMT / American Tower Corporation
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| MS / Morgan Stanley
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| MCD / McDonald's Corporation
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| CL / Colgate-Palmolive Company
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| GOOGL / Alphabet Inc.
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| SBUX / Starbucks Corporation
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| RC / Ready Capital Corporation
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| IAC / IAC Inc.
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| ORCL / Oracle Corporation
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| VMEO / Vimeo, Inc.
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| AVGO / Broadcom Inc.
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| WM / Waste Management, Inc.
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| CSCO / Cisco Systems, Inc.
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| COIN / Coinbase Global, Inc.
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| QQQ / Invesco QQQ Trust, Series 1
|
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| EL / The Estée Lauder Companies Inc.
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| BAC / Bank of America Corporation
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| ED / Consolidated Edison, Inc.
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| EBAY / eBay Inc.
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| AMGN / Amgen Inc.
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| AEP / American Electric Power Company, Inc.
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| TXN / Texas Instruments Incorporated
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| WPC / W. P. Carey Inc.
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| COMP / Compass, Inc.
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| DBX / Dropbox, Inc.
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| WMG / Warner Music Group Corp.
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| MO / Altria Group, Inc.
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| D / Dominion Energy, Inc.
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| VZ / Verizon Communications Inc.
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| CMF / iShares Trust - iShares California Muni Bond ETF
|
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| FAST / Fastenal Company
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| TRV / The Travelers Companies, Inc.
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| EMR / Emerson Electric Co.
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| DGRO / iShares Trust - iShares Core Dividend Growth ETF
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| C.WSA / Citigroup, Inc.
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| SIXG / ETF Series Solutions - Defiance Connective Technologies ETF
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| AOS / A. O. Smith Corporation
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| EPD / Enterprise Products Partners L.P. - Limited Partnership
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| DVN / Devon Energy Corporation
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| CMI / Cummins Inc.
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| ASTR / Astra Space, Inc.
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| ILMN / Illumina, Inc.
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| BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
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| AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
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| TEAM / Atlassian Corporation
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| HAL / Halliburton Company
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| SU / Suncor Energy Inc.
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| FRT / Federal Realty Investment Trust
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| DOCU / DocuSign, Inc.
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| BIIB / Biogen Inc.
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| IWM / iShares Trust - iShares Russell 2000 ETF
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| FDX / FedEx Corporation
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| PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
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| KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
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| BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
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| IWF / iShares Trust - iShares Russell 1000 Growth ETF
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| NLY / Annaly Capital Management, Inc.
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| DRUP / GraniteShares ETF Trust - GraniteShares Nasdaq Select Disruptors ETF
|
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| ASH / Ashland Inc.
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| MA / Mastercard Incorporated
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| AGR / Avangrid, Inc.
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| VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
|
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| SON / Sonoco Products Company
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| LHX / L3Harris Technologies, Inc.
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| WY / Weyerhaeuser Company
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| AAC.U / Ares Acquisition Corporation - Units (1 Ord Share Class A & 1/3 War)
|
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| MRK / Merck & Co., Inc.
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| T / AT&T Inc.
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| NEP / XPLR Infrastructure, LP - Limited Partnership
|
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| ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund
|
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| ANGI / Angi Inc.
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| PSLV / Sprott Physical Silver Trust
|
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| CABO / Cable One, Inc.
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| MDVL / MedAvail Holdings, Inc.
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| RF / Regions Financial Corporation
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| STWD / Starwood Property Trust, Inc.
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| TWTR / Twitter Inc
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| MMP / Magellan Midstream Partners L.P.
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|
| VMW / Vmware Inc. - Class A
|
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| DBC / Invesco DB Commodity Index Tracking Fund
|
|
|
|
|
|
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|
| UP / Wheels Up Experience Inc.
|
|
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|
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|
| MDY / SPDR S&P MidCap 400 ETF Trust
|
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|
| VB / Vanguard Index Funds - Vanguard Small-Cap ETF
|
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|
| SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
|
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|
| SPY / SPDR S&P 500 ETF
|
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|
| REGN / Regeneron Pharmaceuticals, Inc.
|
|
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|
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|
|
| OKE / ONEOK, Inc.
|
|
|
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|
|
| NET / Cloudflare, Inc.
|
|
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|
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|
|
| XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
|
|
|
|
|
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|
|
| INTC / Intel Corporation
|
|
|
|
|
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|
| JEF / Jefferies Financial Group Inc.
|
|
|
|
|
|
|
|
| VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
|
|
|
|
|
|
|
|
| PFE / Pfizer Inc.
|
|
|
|
|
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|
|
| ABNB / Airbnb, Inc.
|
|
|
|
|
|
|
|
| LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
|
|
|
|
|
|
|
|
| SO / The Southern Company
|
|
|
|
|
|
|
|
| VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
|
|
|
|
|
|
|
|
| OB / Outbrain Inc.
|
|
|
|
|
|
|
|
| JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
|
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| IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
|
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| APO / Apollo Global Management, Inc.
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| VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
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| BFB / Brown-Forman Corp. - Class B
|
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| ADSK / Autodesk, Inc.
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| XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
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| CNQ / Canadian Natural Resources Limited
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| JNJ / Johnson & Johnson
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| DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
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| QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
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| VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
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| LMT / Lockheed Martin Corporation
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| IYR / iShares Trust - iShares U.S. Real Estate ETF
|
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| YUM / Yum! Brands, Inc.
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| CORZ / Core Scientific, Inc.
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| IBB / iShares Trust - iShares Biotechnology ETF
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| DEO / Diageo plc - Depositary Receipt (Common Stock)
|
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| ATVI / Activision Blizzard Inc
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| KMI / Kinder Morgan, Inc.
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| CAT / Caterpillar Inc.
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| EZU / iShares, Inc. - iShares MSCI Eurozone ETF
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| AFL / Aflac Incorporated
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| ARCC / Ares Capital Corporation
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| IWO / iShares Trust - iShares Russell 2000 Growth ETF
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| GLD / SPDR Gold Trust
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| WFC / Wells Fargo & Company
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| NEE / NextEra Energy, Inc.
|
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| SMH / VanEck ETF Trust - VanEck Semiconductor ETF
|
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| ETO / Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
|
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| DXCM / DexCom, Inc.
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| ELV / Elevance Health, Inc.
|
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| MTCH / Match Group, Inc.
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| CI / The Cigna Group
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| HALO / Halozyme Therapeutics, Inc.
|
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| CMRX / Chimerix, Inc.
|
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| DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
|
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|
| ITW / Illinois Tool Works Inc.
|
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| EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
|
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| ADBE / Adobe Inc.
|
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| IWR / iShares Trust - iShares Russell Mid-Cap ETF
|
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|
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| MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
|
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| BX / Blackstone Inc.
|
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| ACN / Accenture plc
|
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| VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
|
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| BK / The Bank of New York Mellon Corporation
|
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| ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
|
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|
| MGC / Vanguard World Fund - Vanguard Mega Cap ETF
|
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| SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
|
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| SCHW / The Charles Schwab Corporation
|
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| NSC / Norfolk Southern Corporation
|
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| IVE / iShares Trust - iShares S&P 500 Value ETF
|
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| MMC / Marsh & McLennan Companies, Inc.
|
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| ABBV / AbbVie Inc.
|
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| BRK.B / Berkshire Hathaway Inc.
|
|
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|
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| IJR / iShares Trust - iShares Core S&P Small-Cap ETF
|
|
|
|
|
|
|
|
| CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
|
|
|
|
|
|
|
|
| HD / The Home Depot, Inc.
|
|
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|
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|
|
| PSX / Phillips 66
|
|
|
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|
|
|
|
| IVW / iShares Trust - iShares S&P 500 Growth ETF
|
|
|
|
|
|
|
|
| NVDA / NVIDIA Corporation
|
|
|
|
|
|
|
|
| COST / Costco Wholesale Corporation
|
|
|
|
|
|
|
|
| DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
|
|
|
| USB / U.S. Bancorp
|
|
|
|
|
|
|
|
| UL / Unilever PLC - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| MELI / MercadoLibre, Inc.
|
|
|
|
|
|
|
|
| EW / Edwards Lifesciences Corporation
|
|
|
|
|
|
|
|
| PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
|
|
|
|
|
|
|
|
| IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
|
|
| PG / The Procter & Gamble Company
|
|
|
|
|
|
|
|
| MMM / 3M Company
|
|
|
|
|
|
|
|
| GVP / GSE Systems, Inc.
|
|
|
|
|
|
|
|
| JPM / JPMorgan Chase & Co.
|
|
|
|
|
|
|
|
| FTAI / FTAI Aviation Ltd.
|
|
|
|
|
|
|
|
| MCB / Metropolitan Bank Holding Corp.
|
|
|
|
|
|
|
|
| DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
|
|
|
|
|
|
|
|
| DBL / DoubleLine Opportunistic Credit Fund
|
|
|
|
|
|
|
|
| CRM / Salesforce, Inc.
|
|
|
|
|
|
|
|
| VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
|
|
|
|
|
|
|
|
| VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
|
|
|
|
|
|
|
|
| VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
|
|
|
|
|
|
|
|
| LSPD / Lightspeed Commerce Inc.
|
|
|
|
|
|
|
|
| GSAT / Globalstar, Inc.
|
|
|
|
|
|
|
|
| VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
|
|
|
|
|
|
|
|
| PM / Philip Morris International Inc.
|
|
|
|
|
|
|
|
| AB / AllianceBernstein Holding L.P. - Limited Partnership
|
|
|
|
|
|
|
|
| IWD / iShares Trust - iShares Russell 1000 Value ETF
|
|
|
|
|
|
|
|
| ARVN / Arvinas, Inc.
|
|
|
|
|
|
|
|
| TGT / Target Corporation
|
|
|
|
|
|
|
|
| XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
|
|
|
|
|
|
|
|
| ABT / Abbott Laboratories
|
|
|
|
|
|
|
|
| DHR / Danaher Corporation
|
|
|
|
|
|
|
|
| BKCC / BlackRock Capital Investment Corporation
|
|
|
|
|
|
|
|
| IAT / iShares Trust - iShares U.S. Regional Banks ETF
|
|
|
|
|
|
|
|
| BDX / Becton, Dickinson and Company
|
|
|
|
|
|
|
|
| TWLO / Twilio Inc.
|
|
|
|
|
|
|
|
| GNL / Global Net Lease, Inc.
|
|
|
|
|
|
|
|
| SNAP / Snap Inc.
|
|
|
|
|
|
|
|
| ROST / Ross Stores, Inc.
|
|
|
|
|
|
|
|
| FTCH / Farfetch Limited
|
|
|
|
|
|
|
|
| VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
|
|
|
|
|
|
|
|
| NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
|
|
| XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| SDY / SPDR Series Trust - SPDR S&P Dividend ETF
|
|
|
|
|
|
|
|
| EFA / iShares Trust - iShares MSCI EAFE ETF
|
|
|
|
|
|
|
|
| BILL / BILL Holdings, Inc.
|
|
|
|
|
|
|
|
| LC / LendingClub Corporation
|
|
|
|
|
|
|
|
| WELL / Welltower Inc.
|
|
|
|
|
|
|
|
| GE / General Electric Company
|
|
|
|
|
|
|
|
| PNC / The PNC Financial Services Group, Inc.
|
|
|
|
|
|
|
|
| VUG / Vanguard Index Funds - Vanguard Growth ETF
|
|
|
|
|
|
|
|
| IYW / iShares Trust - iShares U.S. Technology ETF
|
|
|
|
|
|
|
|
| ADP / Automatic Data Processing, Inc.
|
|
|
|
|
|
|
|
.
