CDEV / Centennial Resource Development Inc. - Class A
|
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BFK / BlackRock Municipal Income Trust
|
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AEF / abrdn Emerging Markets ex-China Fund, Inc.
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Invesco QQQ TR Unit Ser 1
/ UNIT SER 1 (04609E103) |
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BKT / BlackRock Income Trust, Inc.
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MCHI / iShares Trust - iShares MSCI China ETF
|
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VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
|
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GWRE / Guidewire Software, Inc.
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BNTX / BioNTech SE - Depositary Receipt (Common Stock)
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PLMI / Plum Acquisition Corp. I
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BCTX / BriaCell Therapeutics Corp.
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ABNB / Airbnb, Inc.
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ALK / Alaska Air Group, Inc.
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BHF / Brighthouse Financial, Inc.
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VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
|
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VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
|
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QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
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USO / United States Oil Fund, LP - Limited Partnership
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PRTA / Prothena Corporation plc
|
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SDY / SPDR Series Trust - SPDR S&P Dividend ETF
|
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COKE / Coca-Cola Consolidated, Inc.
|
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TWTR / Twitter Inc
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TSLA / Tesla, Inc.
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DNMR / Danimer Scientific, Inc.
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ATH / Athene Holding Ltd - Class A
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BKD / Brookdale Senior Living Inc.
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MFL / BlackRock MuniHoldings Investment Quality Fund
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EVN / Eaton Vance Municipal Income Trust
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BAC / Bank of America Corporation
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IEO / iShares Trust - iShares U.S. Oil & Gas Exploration & Production ETF
|
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STCN / Steel Connect, Inc.
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FTAI / FTAI Aviation Ltd.
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US83088V1026 / Slack Technologies Inc
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BKCC / BlackRock Capital Investment Corporation
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MRK / Merck & Co., Inc.
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UNH / UnitedHealth Group Incorporated
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USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
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MNDY / monday.com Ltd.
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PG / The Procter & Gamble Company
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EQT / EQT Corporation
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PLTR / Palantir Technologies Inc.
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AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
|
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CRWD / CrowdStrike Holdings, Inc.
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SMH / VanEck ETF Trust - VanEck Semiconductor ETF
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VTV / Vanguard Index Funds - Vanguard Value ETF
|
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CEF / Sprott Physical Gold and Silver Trust
|
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UPS / United Parcel Service, Inc.
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DHR / Danaher Corporation
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VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
|
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TXN / Texas Instruments Incorporated
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XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
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IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
|
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SBAC / SBA Communications Corporation
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ISRG / Intuitive Surgical, Inc.
|
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AAPL / Apple Inc.
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AVLR / Avalara Inc
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WISH / ContextLogic Inc.
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GOOG / Alphabet Inc.
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MCD / McDonald's Corporation
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MLNK / MeridianLink, Inc.
|
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DOMA / Doma Holdings Inc.
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DOMA.WS / Doma Holdings, Inc. Warrants, each whole warrant exercisable for one share of at an exe
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KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
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XM / Qualtrics International Inc - Class A
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TEAM / Atlassian Corporation
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OSH / Oak Street Health Inc
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DCT / Duck Creek Technologies Inc
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NMT / Nuveen Massachusetts Quality Municipal Income Fund
|
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MIME / Mimecast Ltd
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FMBI / First Midwest Bancorp, Inc.
|
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BTT / Blackrock Municipal 2030 Target Term Trust
|
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PSCE / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Energy ETF
|
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PDI / PIMCO Dynamic Income Fund
|
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SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
|
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BYND / Beyond Meat, Inc.
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EWJ / iShares, Inc. - iShares MSCI Japan ETF
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KNBE / KnowBe4 Inc - Class A
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DRUP / GraniteShares ETF Trust - GraniteShares Nasdaq Select Disruptors ETF
|
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T / AT&T Inc.
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CLBS / Caladrius Biosciences Inc
|
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MSFT / Microsoft Corporation
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SUMO / Sumo Logic Inc
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DASH / DoorDash, Inc.
|
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GRBK / Green Brick Partners, Inc.
|
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EUFN / iShares Trust - iShares MSCI Europe Financials ETF
|
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EFG / iShares Trust - iShares MSCI EAFE Growth ETF
|
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|
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
|
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|
EHTH / eHealth, Inc.
|
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|
MRNA / Moderna, Inc.
|
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CEI / Camber Energy, Inc.
|
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ZIOP / Alaunos Therapeutics Inc
|
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HHC / Howard Hughes Corporation
|
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|
PMX / PIMCO Municipal Income Fund III
|
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|
MYI / BlackRock MuniYield Quality Fund III, Inc.
|
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KODK / Eastman Kodak Company
|
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KOD / Kodiak Sciences Inc.
|
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U / Unity Software Inc.
|
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NML / Neuberger Berman Energy Infrastructure and Income Fund Inc.
|
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|
EIM / Eaton Vance Municipal Bond Fund
|
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VZ / Verizon Communications Inc.
|
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OLLI / Ollie's Bargain Outlet Holdings, Inc.
|
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APO / Apollo Global Management, Inc.
|
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PML / PIMCO Municipal Income Fund II
|
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|
NVG / Nuveen AMT-Free Municipal Credit Income Fund
|
|
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SMAR / Smartsheet Inc.
|
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LOB / Live Oak Bancshares, Inc.
|
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NEA / Nuveen AMT-Free Quality Municipal Income Fund
|
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|
INTC / Intel Corporation
|
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|
IWF / iShares Trust - iShares Russell 1000 Growth ETF
|
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|
DVY / iShares Trust - iShares Select Dividend ETF
|
|
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|
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
|
|
|
|
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|
XOM / Exxon Mobil Corporation
|
|
|
|
|
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|
ACWI / iShares Trust - iShares MSCI ACWI ETF
|
|
|
|
|
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|
IWD / iShares Trust - iShares Russell 1000 Value ETF
|
|
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|
TENB / Tenable Holdings, Inc.
|
|
|
|
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|
|
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
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|
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
|
|
|
|
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|
|
HQI / HireQuest, Inc.
|
|
|
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|
EAF / GrafTech International Ltd.
|
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|
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
|
|
|
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|
ET / Energy Transfer LP - Limited Partnership
|
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|
IWM / iShares Trust - iShares Russell 2000 ETF
|
|
|
|
|
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|
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
|
|
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|
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
|
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|
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
|
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|
MQY / BlackRock MuniYield Quality Fund, Inc.
|
|
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|
UP / Wheels Up Experience Inc.
|
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|
UBX / Unity Biotechnology, Inc.
|
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HON / Honeywell International Inc.
|
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|
NZF / Nuveen Municipal Credit Income Fund
|
|
|
|
|
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|
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
|
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PYPL / PayPal Holdings, Inc.
|
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|
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
|
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CVX / Chevron Corporation
|
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TGT / Target Corporation
|
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|
CSCO / Cisco Systems, Inc.
|
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V / Visa Inc.
|
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|
BKNG / Booking Holdings Inc.
|
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DVA / DaVita Inc.
|
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BILL / BILL Holdings, Inc.
|
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|
IWR / iShares Trust - iShares Russell Mid-Cap ETF
|
|
|
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|
ZM / Zoom Communications Inc.
|
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|
SOFI / SoFi Technologies, Inc.
|
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|
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
|
|
|
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|
SO / The Southern Company
|
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|
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
|
|
|
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|
ATNI / ATN International, Inc.
|
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|
TNET / TriNet Group, Inc.
|
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|
INDA / iShares Trust - iShares MSCI India ETF
|
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|
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
|
|
|
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|
AMZN / Amazon.com, Inc.
|
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|
UBER / Uber Technologies, Inc.
|
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|
EW / Edwards Lifesciences Corporation
|
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|
IAU / iShares Gold Trust
|
|
|
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|
COIN / Coinbase Global, Inc.
|
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|
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|
CRM / Salesforce, Inc.
|
|
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|
|
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|
XYZ / Block, Inc.
|
|
|
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|
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|
|
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
|
|
|
|
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|
WOOF / Petco Health and Wellness Company, Inc.
|
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|
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
|
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|
NCNO / nCino, Inc.
|
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|
IVOL / KraneShares Trust - Quadratic Interest Rate Volatility and Inflation Hedge ETF
|
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DLO / DLocal Limited
|
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|
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
|
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|
DOCU / DocuSign, Inc.
|
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|
IWN / iShares Trust - iShares Russell 2000 Value ETF
|
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NOW / ServiceNow, Inc.
|
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|
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
|
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PFE / Pfizer Inc.
|
|
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|
DIS / The Walt Disney Company
|
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CPNG / Coupang, Inc.
|
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FIS / Fidelity National Information Services, Inc.
|
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|
QCOM / QUALCOMM Incorporated
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|
PGEN / Precigen, Inc.
|
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|
NKE / NIKE, Inc.
|
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|
SPOT / Spotify Technology S.A.
|
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|
ASTS / AST SpaceMobile, Inc.
|
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|
CVS / CVS Health Corporation
|
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|
LYFT / Lyft, Inc.
|
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|
|
|
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|
NEE / NextEra Energy, Inc.
|
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|
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|
C.WSA / Citigroup, Inc.
|
|
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|
EMR / Emerson Electric Co.
|
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|
ROKU / Roku, Inc.
|
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|
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|
|
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
|
|
|
|
|
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|
VRNS / Varonis Systems, Inc.
|
|
|
|
|
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|
JNJ / Johnson & Johnson
|
|
|
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|
FROG / JFrog Ltd.
|
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|
|
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
|
|
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
|
|
|
|
|
|
|
|
RITM / Rithm Capital Corp.
|
|
|
|
|
|
|
|
MDY / SPDR S&P MidCap 400 ETF Trust
|
|
|
|
|
|
|
|
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
|
|
|
|
|
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|
|
GM / General Motors Company
|
|
|
|
|
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|
|
INTU / Intuit Inc.
|
|
|
|
|
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|
|
LOW / Lowe's Companies, Inc.
|
|
|
|
|
|
|
|
ORCL / Oracle Corporation
|
|
|
|
|
|
|
|
IWO / iShares Trust - iShares Russell 2000 Growth ETF
|
|
|
|
|
|
|
|
META / Meta Platforms, Inc.
|
|
|
|
|
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|
|
HIMS / Hims & Hers Health, Inc.
|
|
|
|
|
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|
|
PEP / PepsiCo, Inc.
|
|
|
|
|
|
|
|
VHT / Vanguard World Fund - Vanguard Health Care ETF
|
|
|
|
|
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|
|
LMT / Lockheed Martin Corporation
|
|
|
|
|
|
|
|
GS / The Goldman Sachs Group, Inc.
|
|
|
|
|
|
|
|
VGT / Vanguard World Fund - Vanguard Information Technology ETF
|
|
|
|
|
|
|
|
EWZ / iShares, Inc. - iShares MSCI Brazil ETF
|
|
|
|
|
|
|
|
SNOW / Snowflake Inc.
|
|
|
|
|
|
|
|
WFC / Wells Fargo & Company
|
|
|
|
|
|
|
|
BFLY / Butterfly Network, Inc.
|
|
|
|
|
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|
|
BRK.A / Berkshire Hathaway Inc.
|
|
|
|
|
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|
|
AMD / Advanced Micro Devices, Inc.
|
|
|
|
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|
|
SHOP / Shopify Inc.
|
|
|
|
|
|
|
|
MS / Morgan Stanley
|
|
|
|
|
|
|
|
BRK.B / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
EFV / iShares Trust - iShares MSCI EAFE Value ETF
|
|
|
|
|
|
|
|
KWEB / KraneShares Trust - KraneShares CSI China Internet ETF
|
|
|
|
|
|
|
|
FDUS / Fidus Investment Corporation
|
|
|
|
|
|
|
|
COST / Costco Wholesale Corporation
|
|
|
|
|
|
|
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GOOGL / Alphabet Inc.
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PFF / iShares Trust - iShares Preferred and Income Securities ETF
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AMGN / Amgen Inc.
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PTON / Peloton Interactive, Inc.
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XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
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OKTA / Okta, Inc.
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MDLZ / Mondelez International, Inc.
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MA / Mastercard Incorporated
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SIVR / abrdn Silver ETF Trust - abrdn Physical Silver Shares ETF
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KAR / OPENLANE, Inc.
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QQQ / Invesco QQQ Trust, Series 1
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JD / JD.com, Inc. - Depositary Receipt (Common Stock)
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TT / Trane Technologies plc
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RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
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NFLX / Netflix, Inc.
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BX / Blackstone Inc.
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ACN / Accenture plc
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AON / Aon plc
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TDOC / Teladoc Health, Inc.
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GLD / SPDR Gold Trust
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GLRE / Greenlight Capital Re, Ltd.
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SPY / SPDR S&P 500 ETF
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XELB / Xcel Brands, Inc.
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NVDA / NVIDIA Corporation
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CCO / Clear Channel Outdoor Holdings, Inc.
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AVGO / Broadcom Inc.
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C / Citigroup Inc.
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EPD / Enterprise Products Partners L.P. - Limited Partnership
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TDG / TransDigm Group Incorporated
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PM / Philip Morris International Inc.
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TMO / Thermo Fisher Scientific Inc.
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PLMIW / Plum Acquisition Corp I - Warrants (15/03/2026)
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BWFG / Bankwell Financial Group, Inc.
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EEMA / iShares, Inc. - iShares MSCI Emerging Markets Asia ETF
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IVW / iShares Trust - iShares S&P 500 Growth ETF
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ADI / Analog Devices, Inc.
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EFA / iShares Trust - iShares MSCI EAFE ETF
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VV / Vanguard Index Funds - Vanguard Large-Cap ETF
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PATH / UiPath Inc.
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VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
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XBI / SPDR Series Trust - SPDR S&P Biotech ETF
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VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
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VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
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AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
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IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
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IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
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MO / Altria Group, Inc.
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JPM / JPMorgan Chase & Co.
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VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
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EXPD / Expeditors International of Washington, Inc.
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ABBV / AbbVie Inc.
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HD / The Home Depot, Inc.
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BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
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KRBN / KraneShares Trust - KraneShares Global Carbon Strategy ETF
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GILD / Gilead Sciences, Inc.
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ADBE / Adobe Inc.
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IVV / iShares Trust - iShares Core S&P 500 ETF
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CHTR / Charter Communications, Inc.
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YEXT / Yext, Inc.
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TWLO / Twilio Inc.
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DBX / Dropbox, Inc.
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