| BXMT / Blackstone Mortgage Trust, Inc.
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| BRW / Saba Capital Income & Opportunities Fund
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| ILMN / Illumina, Inc.
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| TGT / Target Corporation
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| BRK.B / Berkshire Hathaway Inc.
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| DMYI.U / dMY Technology Group, Inc. III Units, each consisting of one share of Class A common stock and one-f
|
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| UNH / UnitedHealth Group Incorporated
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| JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
|
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| VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
|
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| NKE / NIKE, Inc.
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| T / AT&T Inc.
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| VTOL / Bristow Group Inc.
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| SHV / iShares Trust - iShares Short Treasury Bond ETF
|
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| MMM / 3M Company
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| STT / State Street Corporation
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| AMZN / Amazon.com, Inc.
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| GOOGL / Alphabet Inc.
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| MDT / Medtronic plc
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| EL / The Estée Lauder Companies Inc.
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| SPY / SPDR S&P 500 ETF
|
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| VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
|
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| VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
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| HON / Honeywell International Inc.
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| CMCSA / Comcast Corporation
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| VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
|
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| AMGN / Amgen Inc.
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| AWK / American Water Works Company, Inc.
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| DEO / Diageo plc - Depositary Receipt (Common Stock)
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| GLD / SPDR Gold Trust
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| CVX / Chevron Corporation
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| META / Meta Platforms, Inc.
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| LMT / Lockheed Martin Corporation
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| APH / Amphenol Corporation
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| NVS / Novartis AG - Depositary Receipt (Common Stock)
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| USB / U.S. Bancorp
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| XOM / Exxon Mobil Corporation
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| JNJ / Johnson & Johnson
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| MA / Mastercard Incorporated
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| KKR / KKR & Co. Inc.
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| C.WSA / Citigroup, Inc.
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| TCS / The Container Store Group, Inc.
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| TRTN.PRC / Triton International Limited - Preferred Stock
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| IBM / International Business Machines Corporation
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| BF.B / Brown-Forman Corporation
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| TEAM / Atlassian Corporation
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| AMT / American Tower Corporation
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| ACN / Accenture plc
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| EXC / Exelon Corporation
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| IVV / iShares Trust - iShares Core S&P 500 ETF
|
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| SAP / SAP SE - Depositary Receipt (Common Stock)
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| SLB / Schlumberger Limited
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| NKLA / Nikola Corporation
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| SWK / Stanley Black & Decker, Inc.
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| EMR / Emerson Electric Co.
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| TSLA / Tesla, Inc.
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| ADSK / Autodesk, Inc.
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| AXP / American Express Company
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| GE / General Electric Company
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| WM / Waste Management, Inc.
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| MO / Altria Group, Inc.
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| TDC / Teradata Corporation
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| ELAN / Elanco Animal Health Incorporated
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| ED / Consolidated Edison, Inc.
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| F / Ford Motor Company
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| ITW / Illinois Tool Works Inc.
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| UMC / United Microelectronics Corporation - Depositary Receipt (Common Stock)
|
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| SYK / Stryker Corporation
|
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| DCUE / Dominion Energy Inc - Units - 2019 Series A
|
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| GOOG / Alphabet Inc.
|
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| PG / The Procter & Gamble Company
|
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| UNP / Union Pacific Corporation
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| SMHI / SEACOR Marine Holdings Inc.
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| FLOT / iShares Trust - iShares Floating Rate Bond ETF
|
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| STGW / Stagwell Inc.
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| WWD / Woodward, Inc.
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| CCI / Crown Castle Inc.
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| SO / The Southern Company
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| ADM / Archer-Daniels-Midland Company
|
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| O / Realty Income Corporation
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| AAPL / Apple Inc.
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| MCD / McDonald's Corporation
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| NMFC / New Mountain Finance Corporation
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| TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
|
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| HD / The Home Depot, Inc.
|
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| MDLZ / Mondelez International, Inc.
|
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| LPG / Dorian LPG Ltd.
|
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| BA / The Boeing Company
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| BK / The Bank of New York Mellon Corporation
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| DIS / The Walt Disney Company
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| AFL / Aflac Incorporated
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| BX / Blackstone Inc.
|
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| ABBV / AbbVie Inc.
|
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| JPM / JPMorgan Chase & Co.
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| PEP / PepsiCo, Inc.
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| FAST / Fastenal Company
|
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| ETN / Eaton Corporation plc
|
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| GD / General Dynamics Corporation
|
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| NFLX / Netflix, Inc.
|
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| STE / STERIS plc
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| LEA / Lear Corporation
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| VZ / Verizon Communications Inc.
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| TDOC / Teladoc Health, Inc.
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| STWD / Starwood Property Trust, Inc.
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| LUV / Southwest Airlines Co.
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| TJX / The TJX Companies, Inc.
|
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| ABT / Abbott Laboratories
|
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| ECL / Ecolab Inc.
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| ZTS / Zoetis Inc.
|
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| CARR / Carrier Global Corporation
|
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| BMY / Bristol-Myers Squibb Company
|
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| DAL / Delta Air Lines, Inc.
|
|
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|
|
| J / Jacobs Solutions Inc.
|
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|
| BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
|
|
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| NCR / NCR Corp.
|
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|
| EGP / EastGroup Properties, Inc.
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| PFE / Pfizer Inc.
|
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| VRSK / Verisk Analytics, Inc.
|
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|
| RTX / RTX Corporation
|
|
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|
| WMT / Walmart Inc.
|
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|
| ORCL / Oracle Corporation
|
|
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|
|
|
| VTRS / Viatris Inc.
|
|
|
|
|
|
|
|
| IWM / iShares Trust - iShares Russell 2000 ETF
|
|
|
|
|
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|
|
| TLRY / Tilray Brands, Inc.
|
|
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|
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|
|
|
| VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
|
|
|
|
|
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|
|
| KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
|
|
|
|
|
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|
|
| WDAY / Workday, Inc.
|
|
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|
|
|
|
| VTV / Vanguard Index Funds - Vanguard Value ETF
|
|
|
|
|
|
|
|
| TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| VBMFX / Vanguard Bond Index Funds - Vanguard Bond Index Fund Total Bond Market Index Fund
|
|
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|
|
|
|
|
| MCHI / iShares Trust - iShares MSCI China ETF
|
|
|
|
|
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|
|
| UL / Unilever PLC - Depositary Receipt (Common Stock)
|
|
|
|
|
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|
|
| SNAP / Snap Inc.
|
|
|
|
|
|
|
|
| RBLX / Roblox Corporation
|
|
|
|
|
|
|
|
| MCO / Moody's Corporation
|
|
|
|
|
|
|
|
| QS / QuantumScape Corporation
|
|
|
|
|
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|
|
| MDY / SPDR S&P MidCap 400 ETF Trust
|
|
|
|
|
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|
| LOW / Lowe's Companies, Inc.
|
|
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|
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|
|
| SLV / iShares Silver Trust
|
|
|
|
|
|
|
|
| FLTR / VanEck ETF Trust - VanEck IG Floating Rate ETF
|
|
|
|
|
|
|
|
| CYCN / Cyclerion Therapeutics, Inc.
|
|
|
|
|
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|
|
| SNOW / Snowflake Inc.
|
|
|
|
|
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|
| CHWY / Chewy, Inc.
|
|
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|
|
|
| EWJ / iShares, Inc. - iShares MSCI Japan ETF
|
|
|
|
|
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|
|
| VUG / Vanguard Index Funds - Vanguard Growth ETF
|
|
|
|
|
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|
|
| KO / The Coca-Cola Company
|
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|
|
| EFA / iShares Trust - iShares MSCI EAFE ETF
|
|
|
|
|
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|
|
| XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| CADE / Cadence Bank
|
|
|
|
|
|
|
|
| PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
|
|
|
|
|
|
|
|
| HEXO / HEXO Corp
|
|
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|
|
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|
|
| ESPO / VanEck ETF Trust - VanEck Video Gaming and Esports ETF
|
|
|
|
|
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|
|
| IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
|
|
| TWLO / Twilio Inc.
|
|
|
|
|
|
|
|
| APO / Apollo Global Management, Inc.
|
|
|
|
|
|
|
|
| M / Macy's, Inc.
|
|
|
|
|
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|
|
| SNGX / Soligenix, Inc.
|
|
|
|
|
|
|
|
| XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
|
|
|
|
|
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|
|
| OTIS / Otis Worldwide Corporation
|
|
|
|
|
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|
|
| ORCC / Owl Rock Capital Corp
|
|
|
|
|
|
|
|
| DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
|
|
|
|
|
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|
|
| VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
|
|
|
|
|
|
|
|
| XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| ALC / Alcon Inc.
|
|
|
|
|
|
|
|
| VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
|
|
|
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|
| XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
|
|
| FRC / First Republic Bank
|
|
|
|
|
|
|
|
| VPU / Vanguard World Fund - Vanguard Utilities ETF
|
|
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|
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|
|
| SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
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|
|
| GBDC / Golub Capital BDC, Inc.
|
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|
| IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
|
|
|
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|
|
| PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
|
|
|
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|
| SCHW / The Charles Schwab Corporation
|
|
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|
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|
|
| DVEM / WisdomTree Emerging Markets Dividend Fund
|
|
|
|
|
|
|
|
| MMC / Marsh & McLennan Companies, Inc.
|
|
|
|
|
|
|
|
| IWR / iShares Trust - iShares Russell Mid-Cap ETF
|
|
|
|
|
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|
|
| BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
|
|
|
|
|
|
|
|
| NYF / iShares Trust - iShares New York Muni Bond ETF
|
|
|
|
|
|
|
|
| PTON / Peloton Interactive, Inc.
|
|
|
|
|
|
|
|
| UPS / United Parcel Service, Inc.
|
|
|
|
|
|
|
|
| ICLN / iShares Trust - iShares Global Clean Energy ETF
|
|
|
|
|
|
|
|
| DNL / WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund
|
|
|
|
|
|
|
|
| DKNG / DraftKings Inc.
|
|
|
|
|
|
|
|
| EWU / iShares Trust - iShares MSCI United Kingdom ETF
|
|
|
|
|
|
|
|
| IWO / iShares Trust - iShares Russell 2000 Growth ETF
|
|
|
|
|
|
|
|
| LIT / Global X Funds - Global X Lithium & Battery Tech ETF
|
|
|
|
|
|
|
|
| BCSF / Bain Capital Specialty Finance, Inc.
|
|
|
|
|
|
|
|
| / ViacomCBS Inc
|
|
|
|
|
|
|
|
| / ViacomCBS Inc Put
|
|
|
|
|
|
|
|
| DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
|
|
|
|
|
|
|
|
| IVE / iShares Trust - iShares S&P 500 Value ETF
|
|
|
|
|
|
|
|
| BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
|
|
|
|
|
|
|
|
| VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
|
|
| IQV / IQVIA Holdings Inc.
|
|
|
|
|
|
|
|
| IVW / iShares Trust - iShares S&P 500 Growth ETF
|
|
|
|
|
|
|
|
| ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
|
|
|
|
|
|
|
|
| SCHF / Schwab Strategic Trust - Schwab International Equity ETF
|
|
|
|
|
|
|
|
| IAU / iShares Gold Trust
|
|
|
|
|
|
|
|
| OKTA / Okta, Inc.
|
|
|
|
|
|
|
|
| RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
|
|
|
|
|
|
|
|
| IWN / iShares Trust - iShares Russell 2000 Value ETF
|
|
|
|
|
|
|
|
| CRON / Cronos Group Inc.
|
|
|
|
|
|
|
|
| NOW / ServiceNow, Inc.
|
|
|
|
|
|
|
|
| PACB / Pacific Biosciences of California, Inc.
|
|
|
|
|
|
|
|
| CVS / CVS Health Corporation
|
|
|
|
|
|
|
|
| GRWG / GrowGeneration Corp.
|
|
|
|
|
|
|
|
| OGN / Organon & Co.
|
|
|
|
|
|
|
|
| EFX / Equifax Inc.
|
|
|
|
|
|
|
|
| MELI / MercadoLibre, Inc.
|
|
|
|
|
|
|
|
| XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| GILD / Gilead Sciences, Inc.
|
|
|
|
|
|
|
|
| MS / Morgan Stanley
|
|
|
|
|
|
|
|
| CHKP / Check Point Software Technologies Ltd.
|
|
|
|
|
|
|
|
| HII / Huntington Ingalls Industries, Inc.
|
|
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| NTCO / Natura &Co Holding S.A. - Depositary Receipt (Common Stock)
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| BIPC / Brookfield Infrastructure Corporation
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| EIX / Edison International
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| SPLK / Splunk Inc.
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| YUM / Yum! Brands, Inc.
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| LULU / lululemon athletica inc.
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| BP / BP p.l.c. - Depositary Receipt (Common Stock)
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| NEE / NextEra Energy, Inc.
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| IFF / International Flavors & Fragrances Inc.
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| ADPT / Adaptive Biotechnologies Corporation
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| SGEN / Seagen Inc
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| SRE / Sempra
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| JWN / Nordstrom, Inc.
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| PM / Philip Morris International Inc.
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| FL / Foot Locker, Inc.
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| MPC / Marathon Petroleum Corporation
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| CL / Colgate-Palmolive Company
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| GIS / General Mills, Inc.
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| ACB / Aurora Cannabis Inc.
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| LIN / Linde plc
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| CAT / Caterpillar Inc.
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| CSX / CSX Corporation
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| PNC / The PNC Financial Services Group, Inc.
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| LLY / Eli Lilly and Company
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| AVLR / Avalara Inc
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| ISRG / Intuitive Surgical, Inc.
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| JAZZ / Jazz Pharmaceuticals plc
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| NIO / NIO Inc. - Depositary Receipt (Common Stock)
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| MTN / Vail Resorts, Inc.
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| MET / MetLife, Inc.
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| AMP / Ameriprise Financial, Inc.
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| XRAY / DENTSPLY SIRONA Inc.
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| EA / Electronic Arts Inc.
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| ACM / AECOM
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| FSK / FS KKR Capital Corp.
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| CHGG / Chegg, Inc.
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| TWTR / Twitter Inc
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| HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
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| GS / The Goldman Sachs Group, Inc.
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| DHR / Danaher Corporation
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| MSCI / MSCI Inc.
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| TMO / Thermo Fisher Scientific Inc.
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| INTC / Intel Corporation
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| AVGO / Broadcom Inc.
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| SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
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| QQQ / Invesco QQQ Trust, Series 1
|
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| AGGY / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
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| BAC / Bank of America Corporation
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| ADP / Automatic Data Processing, Inc.
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| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
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| VXF / Vanguard Index Funds - Vanguard Extended Market ETF
|
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| ARCC / Ares Capital Corporation
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| MUB / iShares Trust - iShares National Muni Bond ETF
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| V / Visa Inc.
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| NVDA / NVIDIA Corporation
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| COST / Costco Wholesale Corporation
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| TXN / Texas Instruments Incorporated
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| MRK / Merck & Co., Inc.
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| ROP / Roper Technologies, Inc.
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| CGC / Canopy Growth Corporation
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| PFF / iShares Trust - iShares Preferred and Income Securities ETF
|
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| HCC / Warrior Met Coal, Inc.
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| UP / Wheels Up Experience Inc.
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| WMB / The Williams Companies, Inc.
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| GLYC / GlycoMimetics, Inc.
|
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| MSFT / Microsoft Corporation
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| KMB / Kimberly-Clark Corporation
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| FI / Fiserv, Inc.
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| APD / Air Products and Chemicals, Inc.
|
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| SBUX / Starbucks Corporation
|
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| ADBE / Adobe Inc.
|
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| VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
|
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| QIG / WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund
|
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| CRM / Salesforce, Inc.
|
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| CSCO / Cisco Systems, Inc.
|
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| BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
|
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| VAW / Vanguard World Fund - Vanguard Materials ETF
|
|
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|
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| PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
|
|
|
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| ATVI / Activision Blizzard Inc
|
|
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|
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| WFC / Wells Fargo & Company
|
|
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|
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| VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
|
|
|
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| SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
|
|
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| XYL / Xylem Inc.
|
|
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| FDX / FedEx Corporation
|
|
|
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| EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
|
|
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|
.
