Market Value417,167,614
Total Holdings899
File Date2024-04-19
Original Filing (Click here)

All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the filings are required the following quarter from the reporting period, which means that by the time the filing is made (and we see them), the information could be five months old.

For funds with long term positions that make few trades, the holdings might closely resemble their current holdings, even after several months. However, for funds that have high turnover, the holdings data we see might differ significantly from their current holdings. Institutions are required to report CALL and PUT options, and those positions are identified in the table. However, they are not required to report short positions.

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Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
WMT / Walmart Inc.
HPQ / HP Inc.
LYV / Live Nation Entertainment, Inc.
KD / Kyndryl Holdings, Inc.
SWGXX / Charles Schwab Family Of Funds - Schwab Government Securities Fund
US46645V6754 / JPM-EQ PR IN-I
US4812C03811 / JPMORGAN CORE BOND-I
HABDX / Harbor Funds - Harbor Core Plus Fd USD Cls INST
WAB / Westinghouse Air Brake Technologies Corporation
US2332038684 / DFA Large Cap International Portfolio
US0249348469 / AC-INT T/F B-I
FLGV / Franklin Templeton ETF Trust - Franklin U.S. Treasury Bond ETF
AES / The AES Corporation
CVS / CVS Health Corporation
PSHIX / Principal Funds Inc - Principal Short-Term Income Fund Institutional Class
BCRX / BioCryst Pharmaceuticals, Inc.
SURE / AdvisorShares Trust - AdvisorShares Insider Advantage ETF
US91159HHZ64 / US Bancorp
524686334 / InsPro Technologies Corp.
US912797HE00 / United States Treasury Bill
AIVL / WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund
TDF / Templeton Dragon Fund, Inc.
US0570716565 / BAIRD-CORE IN-US
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
PFF / iShares Trust - iShares Preferred and Income Securities ETF
PTC / PTC Inc.
ZBH / Zimmer Biomet Holdings, Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
FLNC / Fluence Energy, Inc.
SOFI / SoFi Technologies, Inc.
JCI / Johnson Controls International plc
KTOS / Kratos Defense & Security Solutions, Inc.
ADNT / Adient plc
MO / Altria Group, Inc.
XOM / Exxon Mobil Corporation
QNCX / Quince Therapeutics, Inc.
GPC / Genuine Parts Company
SFM / Sprouts Farmers Market, Inc.
RMBS / Rambus Inc.
TTWO / Take-Two Interactive Software, Inc.
ANET / Arista Networks Inc
AVY / Avery Dennison Corporation
T / AT&T Inc.
PENN / PENN Entertainment, Inc.
SPY / SPDR S&P 500 ETF
USO / United States Oil Fund, LP - Limited Partnership
LUV / Southwest Airlines Co.
CSIQ / Canadian Solar Inc.
SRE / Sempra
MNMD / Mind Medicine (MindMed) Inc.
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
PBF / PBF Energy Inc.
BRLT / Brilliant Earth Group, Inc.
GQG PARTNERS EMERGING MARKETS EQUITY INV / ETF (00771X427)
AMERICAN CENTURY INTERMTRM TX-FR BD INV / BOND (024934507)
MFS MID CAP VALUE A / ETF (55272P638)
FIDELITY ADVISOR INTERM MUNI INC I / BOND (31638R808)
PEAR TREE POLARIS FGN VAL SM CAP ORD / ETF (70472Q609)
DWS GLOBAL MACRO S / ETF (25156G608)
BAIRD CORE PLUS BOND INV / BOND (057071888)
JANUS HENDERSON SMALL CAP VALUE T / ETF (471023572)
FIDELITY ADVISOR BALANCED A / ETF (315807818)
PUTNAM CA TAX EXEMPT INCOME Y / BOND (746449305)
SCHWAB VALUE ADVANTAGE MONEY ULTRA SHARES / ETF (808515696)
FIDELITY ADVISOR INTL CAPL APP A / ETF (315920843)
FRANKLIN MUTUAL US MID CAP VALUE A / ETF (355148107)
INVESCO LIMITED TERM CA MUNICIPAL Y / BOND (00141W851)
BLACKROCK HEALTH SCIENCES OPPS INV A / ETF (091937573)
PRINCIPAL REAL ESTATE SECURITIES INST / ETF (74253Q580)
VANGUARD CA INTERM-TERM TAX-EXEMPT ADM / BOND (922021407)
AMERICAN FUNDS NEW WORLD F1 / ETF (649280401)
AMERICAN FUNDS TAX-EXEMPT BOND F2 / BOND (876902602)
TOUCHSTONE MID CAP A / ETF (89155H629)
GOLDMAN SACHS GQG PTNRS INTL OPPS INSTL / ETF (38147N293)
FIDELITY ADVISOR EMERGING ASIA A / ETF (315920413)
ARISTOTLE CORE INCOME I-2 / BOND (04045F691)
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
ASTE / Astec Industries, Inc.
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
LISFX / Lord Abbett Municipal Income Fund Inc - Lord Abbett Intermediate Tax Free Fund Class F
NURE / NuShares ETF Trust - Nuveen Short-Term REIT ETF
BHIL / Benson Hill, Inc.
SILO / Silo Pharma, Inc.
BIRD / Allbirds, Inc.
US4812C05303 / JPMORGAN LARGE CAP GROW-I
DOW / Dow Inc.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
SWAXX / Schwab Value Advantage Money Fund
FCAL / First Trust Exchange-Traded Fund III - First Trust California Municipal High Income ETF
VSTO / Vista Outdoor Inc.
C.WSA / Citigroup, Inc.
EVBG / Everbridge, Inc.
HA / Hawaiian Holdings, Inc.
HELE / Helen of Troy Limited
IDRV / iShares Trust - iShares Self-Driving EV and Tech ETF
ILCV / iShares Trust - iShares Morningstar Value ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
KWEB / KraneShares Trust - KraneShares CSI China Internet ETF
GQGPX / Advisors Inner Circle Fund III - Gqg Partners Emerging Markets Equity Fund Class Investor
CQQQ / Invesco Exchange-Traded Fund Trust II - Invesco China Technology ETF
TEL / TE Connectivity plc
FXD / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Discretionary AlphaDEX Fund
SIRI / Sirius XM Holdings Inc.
EXE / Expand Energy Corporation
INAB / IN8bio, Inc.
CB / Chubb Limited
IPAY / Amplify ETF Trust - Amplify Digital Payments ETF
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
EMBC.V / Embecta Corp
HNST / The Honest Company, Inc.
ETHO / Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
SRCL / Stericycle, Inc.
TFC / Truist Financial Corporation
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
VTS / Vitesse Energy, Inc.
KLAC / KLA Corporation
TROW / T. Rowe Price Group, Inc.
TSPH / CreateAI Holdings Inc.
TTNP / Titan Pharmaceuticals, Inc.
SAGE / Sage Therapeutics, Inc.
SPLK / Splunk Inc.
US912797GP65 / U.S. Treasury Bill 0.000%, Due 02/29/2024
SPGI / S&P Global Inc.
WDC / Western Digital Corporation
SPHR / Sphere Entertainment Co.
FSR / Fisker Inc.
ACES / ALPS ETF Trust - ALPS Clean Energy ETF
ARTGX / Artisan Partners Funds Inc - Artisan Global Value Fund Investor Class
VVI / Pursuit Attractions and Hospitality, Inc.
KNF / Knife River Corporation
ATLC / Atlanticus Holdings Corporation
MTTR / Matterport, Inc.
MSGE / Madison Square Garden Entertainment Corp.
BALY / Bally's Corporation
STKH / Steakholder Foods Ltd. - Depositary Receipt (Common Stock)
MDU / MDU Resources Group, Inc.
SEVN / Seven Hills Realty Trust
KBH / KB Home
DXC / DXC Technology Company
ABNB / Airbnb, Inc.
IYY / iShares Trust - iShares Dow Jones U.S. ETF
BAC / Bank of America Corporation
DEO / Diageo plc - Depositary Receipt (Common Stock)
US69329Y1047 / PDL BioPharma, Inc.
PII / Polaris Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
IRBT / iRobot Corporation
ES / Eversource Energy
OTIS / Otis Worldwide Corporation
BANF / BancFirst Corporation
DDD / 3D Systems Corporation
DXCM / DexCom, Inc.
LRCX / Lam Research Corporation
D / Dominion Energy, Inc.
TRV / The Travelers Companies, Inc.
ESGN / Columbia ETF Trust I - Columbia International ESG Equity Income ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
XEL / Xcel Energy Inc.
GLD / SPDR Gold Trust
DGRO / iShares Trust - iShares Core Dividend Growth ETF
MSGS / Madison Square Garden Sports Corp.
EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF
SPB / Spectrum Brands Holdings, Inc.
SPR / Spirit AeroSystems Holdings, Inc.
GIS / General Mills, Inc.
SWKS / Skyworks Solutions, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
MSFT / Microsoft Corporation
PHM / PulteGroup, Inc.
EMR / Emerson Electric Co.
DAL / Delta Air Lines, Inc.
BOH / Bank of Hawaii Corporation
CTLT / Catalent, Inc.
GIC / Global Industrial Company
BRW / Saba Capital Income & Opportunities Fund
AWK / American Water Works Company, Inc.
ECL / Ecolab Inc.
TPR / Tapestry, Inc.
STLA / Stellantis N.V.
NOC / Northrop Grumman Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
LEN / Lennar Corporation
JBL / Jabil Inc.
ITW / Illinois Tool Works Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
JAZZ / Jazz Pharmaceuticals plc
BCLI / Brainstorm Cell Therapeutics Inc.
GM / General Motors Company
SEDG / SolarEdge Technologies, Inc.
TJX / The TJX Companies, Inc.
PHIN / PHINIA Inc.
PAYX / Paychex, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
ETR / Entergy Corporation
EDIT / Editas Medicine, Inc.
YUMC / Yum China Holdings, Inc.
ASAN / Asana, Inc.
EXR / Extra Space Storage Inc.
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
TFFP / TFF Pharmaceuticals, Inc.
MGA / Magna International Inc.
CVI / CVR Energy, Inc.
KRG / Kite Realty Group Trust
ZVIA / Zevia PBC
NEP / XPLR Infrastructure, LP - Limited Partnership
AQMS / Aqua Metals, Inc.
DCGO / DocGo Inc.
EOG / EOG Resources, Inc.
LAZR / Luminar Technologies, Inc.
GILD / Gilead Sciences, Inc.
NWL / Newell Brands Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
TMO / Thermo Fisher Scientific Inc.
DFQTX / Dfa Investment Dimensions Group Inc - DFA U.S. Core Equity 2 Portfolio
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
NVS / Novartis AG - Depositary Receipt (Common Stock)
CRM / Salesforce, Inc.
BUI / BlackRock Utilities, Infrastructure & Power Opportunities Trust
DFSVX / Dfa Investment Dimensions Group Inc - DFA U.S. Small Cap Value Portfolio
VFH / Vanguard World Fund - Vanguard Financials ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
BA / The Boeing Company
MUST / Columbia ETF Trust I - Columbia Multi-Sector Municipal Income ETF
IBB / iShares Trust - iShares Biotechnology ETF
IYF / iShares Trust - iShares U.S. Financials ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
BRK.B / Berkshire Hathaway Inc.
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
KIND / Nextdoor Holdings, Inc.
ANIX / Anixa Biosciences, Inc.
US797356ET53 / San Diego Unified School District
QLTA / iShares Trust - iShares Aaa - A Rated Corporate Bond ETF
VAL.WS / Valaris Limited - Equity Warrant
C / Citigroup Inc.
FNIAX / Fidelity Contrafund - Fidelity Advisor New Insights Class A
PTLC / Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
EXPE / Expedia Group, Inc.
RIG / Transocean Ltd.
FOXF / Fox Factory Holding Corp.
FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
REZI / Resideo Technologies, Inc.
BFZ / BlackRock California Municipal Income Trust
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
CBRE / CBRE Group, Inc.
CMPS / COMPASS Pathways plc - Depositary Receipt (Common Stock)
STX / Seagate Technology Holdings plc
PSLV / Sprott Physical Silver Trust
HDV / iShares Trust - iShares Core High Dividend ETF
COR / Cencora, Inc.
RDDT / Reddit, Inc.
O / Realty Income Corporation
CHWY / Chewy, Inc.
CTVA / Corteva, Inc.
HGV / Hilton Grand Vacations Inc.
FL / Foot Locker, Inc.
NUDM / Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF
MBC / MasterBrand, Inc.
SMCI / Super Micro Computer, Inc.
PDD / PDD Holdings Inc. - Depositary Receipt (Common Stock)
DRI / Darden Restaurants, Inc.
FIS / Fidelity National Information Services, Inc.
US1651671802 / Chesapeake Energy Corp.
NIU / Niu Technologies - Depositary Receipt (Common Stock)
DOCU / DocuSign, Inc.
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
AXON / Axon Enterprise, Inc.
AOUT / American Outdoor Brands, Inc.
UI / Ubiquiti Inc.
DBA / Invesco DB Multi-Sector Commodity Trust - Invesco DB Agriculture Fund
TPC / Tutor Perini Corporation
SBUX / Starbucks Corporation
CYBN / Cybin Inc.
SEEL / Seelos Therapeutics, Inc.
NWSA / News Corporation
MTW / The Manitowoc Company, Inc.
EVRG / Evergy, Inc.
WBA / Walgreens Boots Alliance, Inc.
USA / Liberty All-Star Equity Fund
HYDR / Global X Funds - Global X Hydrogen ETF
CHRW / C.H. Robinson Worldwide, Inc.
ATOM / Atomera Incorporated
PARA / Paramount Global
FI / Fiserv, Inc.
NBR / Nabors Industries Ltd.
KO / The Coca-Cola Company
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
US683CVR0133 / OPIANT PHARMA INC CVR
ARKK / ARK ETF Trust - ARK Innovation ETF
REX / REX American Resources Corporation
INTU / Intuit Inc.
VIAV / Viavi Solutions Inc.
FTXN / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Oil & Gas ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
OGN / Organon & Co.
BYND / Beyond Meat, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
AA / Alcoa Corporation
LEVI / Levi Strauss & Co.
BWA / BorgWarner Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
RGR / Sturm, Ruger & Company, Inc.
SIG / Signet Jewelers Limited
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
SDIV / Global X Funds - Global X SuperDividend ETF
SFL / SFL Corporation Ltd.
KW / Kennedy-Wilson Holdings, Inc.
FRCB / First Republic Bank
LOW / Lowe's Companies, Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
BK / The Bank of New York Mellon Corporation
LITE / Lumentum Holdings Inc.
AFIB / Acutus Medical, Inc.
ARTNA / Artesian Resources Corporation
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
BDX / Becton, Dickinson and Company
NVTAQ / Invitae Corporation
FUMB / First Trust Exchange-Traded Fund III - First Trust Ultra Short Duration Municipal ETF
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
NFLX / Netflix, Inc.
CMG / Chipotle Mexican Grill, Inc.
TMUS / T-Mobile US, Inc.
TRMB / Trimble Inc.
PRHSX / T. Rowe Price Health Sciences Fund Inc - T. Rowe Price Health Sciences Fund
IYE / iShares Trust - iShares U.S. Energy ETF
DASH / DoorDash, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
IXN / iShares Trust - iShares Global Tech ETF
TDOC / Teladoc Health, Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
RWX / SPDR Index Shares Funds - SPDR Dow Jones International Real Estate ETF
VTRS / Viatris Inc.
CF / CF Industries Holdings, Inc.
AMP / Ameriprise Financial, Inc.
AMT / American Tower Corporation
REFI / Chicago Atlantic Real Estate Finance, Inc.
FXG / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Staples AlphaDEX Fund
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
CARR / Carrier Global Corporation
HLT / Hilton Worldwide Holdings Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
SLV / iShares Silver Trust
AMLP / ALPS ETF Trust - Alerian MLP ETF
ORCL / Oracle Corporation
DOV / Dover Corporation
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
DVY / iShares Trust - iShares Select Dividend ETF
TOST / Toast, Inc.
CHPT / ChargePoint Holdings, Inc.
KALU / Kaiser Aluminum Corporation
GOOG / Alphabet Inc.
DFAPX / Dfa Investment Dimensions Group Inc - DFA Investment Grade Portfolio
GOOGL / Alphabet Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
IWD / iShares Trust - iShares Russell 1000 Value ETF
TXT / Textron Inc.
FOXA / Fox Corporation
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
XYZ / Block, Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
ILCB / iShares Trust - iShares Morningstar U.S. Equity ETF
INTC / Intel Corporation
FHB / First Hawaiian, Inc.
TBCH / Turtle Beach Corporation
DD / DuPont de Nemours, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
KARS / KraneShares Trust - KraneShares Electric Vehicles and Future Mobility Index ETF
EBAY / eBay Inc.
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
RXO / RXO, Inc.
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
UAL / United Airlines Holdings, Inc.
DFEMX / Dfa Investment Dimensions Group Inc - DFA Emerging Markets Portfolio I
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
DOCS / Doximity, Inc.
BIIB / Biogen Inc.
GE / General Electric Company
CRBN / iShares Trust - iShares MSCI ACWI Low Carbon Target ETF
MAR / Marriott International, Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
IQ / iQIYI, Inc. - Depositary Receipt (Common Stock)
HOPE / Hope Bancorp, Inc.
ALSN / Allison Transmission Holdings, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
DLTR / Dollar Tree, Inc.
DELL / Dell Technologies Inc.
SMR / NuScale Power Corporation
CRON / Cronos Group Inc.
RIV / RiverNorth Opportunities Fund, Inc.
PRU / Prudential Financial, Inc.
VOX / Vanguard World Fund - Vanguard Communication Services ETF
PLSE / Pulse Biosciences, Inc.
NSP / Insperity, Inc.
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
EIS / iShares, Inc. - iShares MSCI Israel ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
CRK / Comstock Resources, Inc.
SGENX / First Eagle Funds - First Eagle Global Fund Class A
EWZ / iShares, Inc. - iShares MSCI Brazil ETF
MUB / iShares Trust - iShares National Muni Bond ETF
NOV / NOV Inc.
MIGFX / Massachusetts Investors Growth Stock Fund - Massachusetts Investors Growth Stock Fund Class A
CALM / Cal-Maine Foods, Inc.
LSBRX / Loomis Sayles Funds I - Loomis Sayles Bond Fund Retail Class
CSCO / Cisco Systems, Inc.
VAW / Vanguard World Fund - Vanguard Materials ETF
RY / Royal Bank of Canada
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
TGT / Target Corporation
WDAY / Workday, Inc.
ETN / Eaton Corporation plc
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
MCK / McKesson Corporation
MXL / MaxLinear, Inc.
ICF / iShares Trust - iShares Select U.S. REIT ETF
ABR / Arbor Realty Trust, Inc.
MPWR / Monolithic Power Systems, Inc.
UNH / UnitedHealth Group Incorporated
BKR / Baker Hughes Company
WM / Waste Management, Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
MDT / Medtronic plc
SYK / Stryker Corporation
IGM / iShares Trust - iShares Expanded Tech Sector ETF
UNP / Union Pacific Corporation
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
VWIAX / Vanguard Wellesley Income Fund - Vanguard Wellesley Admiral Class
HUBS / HubSpot, Inc.
SPXC / SPX Technologies, Inc.
APD / Air Products and Chemicals, Inc.
EHC / Encompass Health Corporation
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
SVAL / iShares Trust - iShares US Small Cap Value Factor ETF
FMHI / First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF
HOOD / Robinhood Markets, Inc.
IYJ / iShares Trust - iShares U.S. Industrials ETF
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
NULC / Nushares ETF Trust - Nuveen ESG Large-Cap ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
PCOR / Procore Technologies, Inc.
TAMUX / Transamerica Funds - Transamerica Intermediate Municipal Class A
NIE / Virtus Equity & Convertible Income Fund
CSQ / Calamos Strategic Total Return Fund
VNCE / Vince Holding Corp.
PBI / Pitney Bowes Inc.
AKREX / Professionally Managed Portfolios - Akre Focus Retail Class
IDU / iShares Trust - iShares U.S. Utilities ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
CMF / iShares Trust - iShares California Muni Bond ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
CHD / Church & Dwight Co., Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF
UTF / Cohen & Steers Infrastructure Fund, Inc
NVDA / NVIDIA Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
NUE / Nucor Corporation
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
HMOP / Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
MC / Moelis & Company
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
PWR / Quanta Services, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
DFCEX / Dfa Investment Dimensions Group Inc - DFA Emerging Markets Core Equity Portfolio
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
SLF / Sun Life Financial Inc.
BMY / Bristol-Myers Squibb Company
CNI / Canadian National Railway Company
STZ / Constellation Brands, Inc.
FIGS / FIGS, Inc.
CP / Canadian Pacific Kansas City Limited
PNC / The PNC Financial Services Group, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
BNTX / BioNTech SE - Depositary Receipt (Common Stock)
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
PLUG / Plug Power Inc.
MRVL / Marvell Technology, Inc.
ETHO / Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
PEP / PepsiCo, Inc.
OGE / OGE Energy Corp.
FDX / FedEx Corporation
PL / Planet Labs PBC
AVGO / Broadcom Inc.
MSI / Motorola Solutions, Inc.
BHM / Bluerock Homes Trust, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
IYM / iShares Trust - iShares U.S. Basic Materials ETF
IDCC / InterDigital, Inc.
BLDR / Builders FirstSource, Inc.
PFE / Pfizer Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
WFRD / Weatherford International plc
LUMN / Lumen Technologies, Inc.
PPG / PPG Industries, Inc.
MA / Mastercard Incorporated
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
PTH / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Healthcare Momentum ETF
INMB / INmune Bio, Inc.
RMD / ResMed Inc.
ETON / Eton Pharmaceuticals, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
AFNIX / Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class I
FXR / First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund
KYN / Kayne Anderson Energy Infrastructure Fund, Inc.
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
SMB / VanEck ETF Trust - VanEck Short Muni ETF
FCX / Freeport-McMoRan Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
FBIN / Fortune Brands Innovations, Inc.
PAAS / Pan American Silver Corp.
OKTA / Okta, Inc.
BMRN / BioMarin Pharmaceutical Inc.
TTD / The Trade Desk, Inc.
VZ / Verizon Communications Inc.
ENPH / Enphase Energy, Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
IWB / iShares Trust - iShares Russell 1000 ETF
OXY / Occidental Petroleum Corporation
AAPL / Apple Inc.
TSN / Tyson Foods, Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
META / Meta Platforms, Inc.
TEAM / Atlassian Corporation
GNL / Global Net Lease, Inc.
ADI / Analog Devices, Inc.
CTSH / Cognizant Technology Solutions Corporation
MDLZ / Mondelez International, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
GSK / GSK plc - Depositary Receipt (Common Stock)
HASI / HA Sustainable Infrastructure Capital, Inc.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
XPO / XPO, Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
NTRS / Northern Trust Corporation
HROW / Harrow, Inc.
RVTY / Revvity, Inc.
TKR / The Timken Company
VLO / Valero Energy Corporation
PYPL / PayPal Holdings, Inc.
OTLY / Oatly Group AB - Depositary Receipt (Common Stock)
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
TPYP / Tortoise Capital Series Trust - Tortoise North American Pipeline Fund
HTAB / Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
AMAT / Applied Materials, Inc.
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
RBLX / Roblox Corporation
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
RBLD / First Trust Exchange-Traded Fund II - First Trust Alerian U.S. NextGen Infrastructure ETF
TTNP / Titan Pharmaceuticals, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
TIP / iShares Trust - iShares TIPS Bond ETF
GD / General Dynamics Corporation
PLTR / Palantir Technologies Inc.
CME / CME Group Inc.
TSLA / Tesla, Inc.
SNOW / Snowflake Inc.
QCOM / QUALCOMM Incorporated
VEEV / Veeva Systems Inc.
CFLT / Confluent, Inc.
MU / Micron Technology, Inc.
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
WBD / Warner Bros. Discovery, Inc.
OPEN / Opendoor Technologies Inc.
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
PANW / Palo Alto Networks, Inc.
IBM / International Business Machines Corporation
COIN / Coinbase Global, Inc.
NKE / NIKE, Inc.
ABT / Abbott Laboratories
CVX / Chevron Corporation
TLRY / Tilray Brands, Inc.
HD / The Home Depot, Inc.
YUM / Yum! Brands, Inc.
JNJ / Johnson & Johnson
CRSP / CRISPR Therapeutics AG
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
JPM / JPMorgan Chase & Co.
NEE / NextEra Energy, Inc.
OVV / Ovintiv Inc.
WY / Weyerhaeuser Company
ULTA / Ulta Beauty, Inc.
UPS / United Parcel Service, Inc.
TSCO / Tractor Supply Company
MCD / McDonald's Corporation
MS / Morgan Stanley
NCLH / Norwegian Cruise Line Holdings Ltd.
Z / Zillow Group, Inc.
AJG / Arthur J. Gallagher & Co.
ALB / Albemarle Corporation
LVS / Las Vegas Sands Corp.
CMI / Cummins Inc.
FXO / First Trust Exchange-Traded AlphaDEX Fund - First Trust Financials AlphaDEX Fund
WMB / The Williams Companies, Inc.
AXP / American Express Company
CNP / CenterPoint Energy, Inc.
MLCO / Melco Resorts & Entertainment Limited - Depositary Receipt (Common Stock)
CLF / Cleveland-Cliffs Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
AMH / American Homes 4 Rent
CGBL / Capital Group Core Balanced ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
ULY / Urgent.ly Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
DLR / Digital Realty Trust, Inc.
HCA / HCA Healthcare, Inc.
ENB / Enbridge Inc.
ENTG / Entegris, Inc.
INDA / iShares Trust - iShares MSCI India ETF
ON / ON Semiconductor Corporation
EMN / Eastman Chemical Company
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
PBD / Invesco Exchange-Traded Fund Trust II - Invesco Global Clean Energy ETF
CRDO / Credo Technology Group Holding Ltd
ESTC / Elastic N.V.
HPE / Hewlett Packard Enterprise Company
PJT / PJT Partners Inc.
MIPTX / Matthews International Funds - Matthews Pacific Tiger Fund Institutional Class
IDXX / IDEXX Laboratories, Inc.
SCHW / The Charles Schwab Corporation
MNKD / MannKind Corporation
DDOG / Datadog, Inc.
FSLR / First Solar, Inc.
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
FXAIX / Fidelity Concord Street Trust - Fidelity 500 Index Fund
GFS / GLOBALFOUNDRIES Inc.
AIZ / Assurant, Inc.
PGF / Invesco Exchange-Traded Fund Trust - Invesco Financial Preferred ETF
US04045F6346 / ARIS-STR INC-I2
FXZ / First Trust Exchange-Traded AlphaDEX Fund - First Trust Materials AlphaDEX Fund
OLED / Universal Display Corporation
LODE / Comstock Inc.
DUK / Duke Energy Corporation
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
SLB / Schlumberger Limited
MKSI / MKS Inc.
UPST / Upstart Holdings, Inc.
WEED / Canopy Growth Corporation
WHR / Whirlpool Corporation
QRVO / Qorvo, Inc.
BCO / The Brink's Company
HFLIX / Hartford Mutual Funds Inc - Hartford Floating Rate Fund Class I
ONL / Orion Properties Inc.
BX / Blackstone Inc.
BAC.PRB / Bank of America Corporation - Preferred Stock
IDV / iShares Trust - iShares International Select Dividend ETF
AIG / American International Group, Inc.
CFA / Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
DWX / SPDR Index Shares Funds - SPDR S&P International Dividend ETF
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
IHYF / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco High Yield Bond Factor ETF
ATAI / Atai Life Sciences N.V.
FPEI / First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF
TRPA / Hartford Funds Exchange-Traded Trust - Hartford AAA CLO ETF
ORA / Ormat Technologies, Inc.
GEHC / GE HealthCare Technologies Inc.
KMB / Kimberly-Clark Corporation
LLY / Eli Lilly and Company
RTX / RTX Corporation
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
ADP / Automatic Data Processing, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
COST / Costco Wholesale Corporation
PINS / Pinterest, Inc.
SECT / Northern Lights Fund Trust IV - Main Sector Rotation ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
GLW / Corning Incorporated
JBLU / JetBlue Airways Corporation
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
NXPI / NXP Semiconductors N.V.
CLX / The Clorox Company
JHMD / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF
AMD / Advanced Micro Devices, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
ABBV / AbbVie Inc.
PDI / PIMCO Dynamic Income Fund
LYB / LyondellBasell Industries N.V.
CPRT / Copart, Inc.
COP / ConocoPhillips
HON / Honeywell International Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
COHR / Coherent Corp.
ARES / Ares Management Corporation
ACN / Accenture plc
AMZN / Amazon.com, Inc.
CAT / Caterpillar Inc.
PSX / Phillips 66
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
NKX / Nuveen California AMT-Free Quality Municipal Income Fund
HSIC / Henry Schein, Inc.
DJT / Trump Media & Technology Group Corp.
APH / Amphenol Corporation
CEF / Sprott Physical Gold and Silver Trust
WFC / Wells Fargo & Company
PNQI / Invesco Exchange-Traded Fund Trust - Invesco NASDAQ Internet ETF
LW / Lamb Weston Holdings, Inc.
DVN / Devon Energy Corporation
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
USB / U.S. Bancorp
SO / The Southern Company
SNPS / Synopsys, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
IP / International Paper Company
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
WSM / Williams-Sonoma, Inc.
PG / The Procter & Gamble Company
CCL / Carnival Corporation & plc
MELI / MercadoLibre, Inc.
SYY / Sysco Corporation
RIVN / Rivian Automotive, Inc.
AAL / American Airlines Group Inc.
UBER / Uber Technologies, Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
NVNO / enVVeno Medical Corporation
TDG / TransDigm Group Incorporated
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
RCL / Royal Caribbean Cruises Ltd.
EQIX / Equinix, Inc.
SMMU / PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
VHT / Vanguard World Fund - Vanguard Health Care ETF
CRWD / CrowdStrike Holdings, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
EA / Electronic Arts Inc.
ZM / Zoom Communications Inc.
CHTR / Charter Communications, Inc.
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
GSBD / Goldman Sachs BDC, Inc.
WATT / Energous Corporation
JETS / ETF Series Solutions - U.S. Global Jets ETF
ZIMV / ZimVie Inc.
DLX / Deluxe Corporation
HIG / The Hartford Insurance Group, Inc.
ATO / Atmos Energy Corporation
SWK / Stanley Black & Decker, Inc.
COF / Capital One Financial Corporation
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
SOXX / iShares Trust - iShares Semiconductor ETF
SHOP / Shopify Inc.
SPCE / Virgin Galactic Holdings, Inc.
GRMN / Garmin Ltd.
JAVA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
CC / The Chemours Company
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
WELL / Welltower Inc.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
MCHI / iShares Trust - iShares MSCI China ETF
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
XRX / Xerox Holdings Corporation
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
VEGI / iShares, Inc. - iShares MSCI Agriculture Producers ETF
SMIZ / Zacks Trust - Zacks Small/Mid Cap ETF
AMER / Emles Trust - Emles Made in America ETF
MOO / VanEck ETF Trust - VanEck Agribusiness ETF
DBB / Invesco DB Multi-Sector Commodity Trust - Invesco DB Base Metals Fund
OEF / iShares Trust - iShares S&P 100 ETF
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
WOOF / Petco Health and Wellness Company, Inc.
ALLY / Ally Financial Inc.
RDFN / Redfin Corporation
BST / BlackRock Science and Technology Trust
FTSD / Franklin U.S. Core Dividend Tilt Index ETF - Franklin Short Duration U.S. Government ETF
BSIIX / BlackRock Funds V - Strategic Income Opportunities Portfolio Institutional
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
DE / Deere & Company
US797356EV00 / San Diego Unified School District
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
IYZ / iShares Trust - iShares U.S. Telecommunications ETF
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
REGN / Regeneron Pharmaceuticals, Inc.
OBE / Obsidian Energy Ltd.
URI / United Rentals, Inc.
VNM / VanEck ETF Trust - VanEck Vietnam ETF
WES / Western Midstream Partners, LP - Limited Partnership
HE / Hawaiian Electric Industries, Inc.
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
CI / The Cigna Group
OKE / ONEOK, Inc.
FDLO / Fidelity Covington Trust - Fidelity Low Volatility Factor ETF
LULU / lululemon athletica inc.
DRIV / Global X Funds - Global X Autonomous & Electric Vehicles ETF
JHSC / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
BLDP / Ballard Power Systems Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
SWPPX / Schwab Capital Trust - Schwab S&P 500 Index Fund
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
SWBI / Smith & Wesson Brands, Inc.
QQQ / Invesco QQQ Trust, Series 1
GT / The Goodyear Tire & Rubber Company
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
DKNG / DraftKings Inc.
DIS / The Walt Disney Company
DFIEX / Dfa Investment Dimensions Group Inc - DFA International Core Equity Portfolio
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
CNDT / Conduent Incorporated
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
MPC / Marathon Petroleum Corporation
IFF / International Flavors & Fragrances Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
DFLVX / Dfa Investment Dimensions Group Inc - DFA U.S. Large Cap Value Portfolio
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
AMGN / Amgen Inc.
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
CMCSA / Comcast Corporation
BSX / Boston Scientific Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
AEP / American Electric Power Company, Inc.
KHC / The Kraft Heinz Company
DFSTX / Dfa Investment Dimensions Group Inc - DFA U.S. Small Cap Portfolio
ROK / Rockwell Automation, Inc.
MRK / Merck & Co., Inc.
MMM / 3M Company
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
TCNNF / Trulieve Cannabis Corp.
APA / APA Corporation
MLPA / Global X Funds - Global X MLP ETF
ADM / Archer-Daniels-Midland Company
X / United States Steel Corporation
CRNC / Cerence Inc.
VSAT / Viasat, Inc.
IDNA / iShares Trust - iShares Genomics Immunology and Healthcare ETF
NOW / ServiceNow, Inc.
SNAP / Snap Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
GROW / U.S. Global Investors, Inc.
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
SPLB / SPDR Series Trust - SPDR Portfolio Long Term Corporate Bond ETF
LMT / Lockheed Martin Corporation
LYFT / Lyft, Inc.
MGLD / The Marygold Companies, Inc.
PM / Philip Morris International Inc.
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
SMG / The Scotts Miracle-Gro Company
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
AZO / AutoZone, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
JHML / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
TAXF / American Century ETF Trust - American Century Diversified Municipal Bond ETF
V / Visa Inc.
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
TXN / Texas Instruments Incorporated
JEF / Jefferies Financial Group Inc.
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
DNOW / DNOW Inc.
HTRB / Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF
MNST / Monster Beverage Corporation
BKNG / Booking Holdings Inc.
PTF / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Technology Momentum ETF
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
MTB / M&T Bank Corporation
PLD / Prologis, Inc.
BBH / VanEck ETF Trust - VanEck Biotech ETF
ADBE / Adobe Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
STE / STERIS plc
MDB / MongoDB, Inc.
EW / Edwards Lifesciences Corporation
GS / The Goldman Sachs Group, Inc.
WW / WW International, Inc.
DBLTX / Doubleline Funds Trust - DoubleLine Total Return Bond Fund Class I
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
SHAK / Shake Shack Inc.
F / Ford Motor Company
IAU / iShares Gold Trust
IWM / iShares Trust - iShares Russell 2000 ETF
PK / Park Hotels & Resorts Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
CDNS / Cadence Design Systems, Inc.
AFRM / Affirm Holdings, Inc.
WOLF / Wolfspeed, Inc.
IPAY / Amplify ETF Trust - Amplify Digital Payments ETF
MLN / VanEck ETF Trust - VanEck Long Muni ETF
AMRN / Amarin Corporation plc - Depositary Receipt (Common Stock)
PATH / UiPath Inc.
MRNA / Moderna, Inc.