Market Value6,160,097
Total Holdings1265
File Date2024-01-08
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)
CMI / Cummins Inc.
NSRGF / Nestlé S.A.
ATVI / Activision Blizzard Inc
IYH / iShares Trust - iShares U.S. Healthcare ETF
ALL.PRB / The Allstate Corporation - Preferred Security
ALL.PRJ / The Allstate Corporation - Preferred Stock
ALL.PRH / The Allstate Corporation - Preferred Stock
BSVO / EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
AFG / American Financial Group, Inc.
AFGC / American Financial Group, Inc. - Corporate Bond/Note
American Power Corp / (02906T107)
AMSWA / American Software Inc. - Class A
COR / Cencora, Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
NLY.PRI / Annaly Capital Management, Inc. - Preferred Stock
CAT / Caterpillar Inc.
ARR.PRC / ARMOUR Residential REIT, Inc. - Preferred Stock
/ Atlanta Braves Holdings, Inc., Class A
/ Atlanta Braves Holdings, Inc.
ISRG / Intuitive Surgical, Inc.
EOG / EOG Resources, Inc.
BCV.PRA / Bancroft Fund Ltd. - Preferred Stock
WTFCP / Wintrust Financial Corporation - Preferred Stock
MER.PRK / Bank of America Corporation - Preferred Security
BAC.PRL / Bank of America Corporation - Preferred Stock
BAC.PRB / Bank of America Corporation - Preferred Stock
BAC.PRM / Bank of America Corporation - Preferred Stock
BAC.PRN / Bank of America Corporation - Preferred Stock
WRB.PRF / W. R. Berkley Corporation - Corporate Bond/Note
NPAT / BetterLife Pharma Inc
BRK.A / Berkshire Hathaway Inc.
AMGN / Amgen Inc.
ARES / Ares Management Corporation
EQT / EQT Corporation
ZTS / Zoetis Inc.
TDY / Teledyne Technologies Incorporated
Cardia Inc / (14140R102)
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
Sila Realty Trust Inc CL Ass A / (146280102)
SBGSF / Schneider Electric S.E.
Centergroup Financial In C / (151993755)
LBRDA / Liberty Broadband Corporation
C.PRJ / Citigroup Inc. - Preferred Stock
CLNE / Clean Energy Fuels Corp.
CLX / The Clorox Company
L / Loews Corporation
CL / Cresco Labs Inc.
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
CRKN / Crown Electrokinetics Corp.
MGA / Magna International Inc.
DXC / DXC Technology Company
NCLH / Norwegian Cruise Line Holdings Ltd.
DMRR / Dayton & Michigan Railroad Co.
DMRRP / Dayton & Michigan Railroad Co. - Preferred Security
DRH.PRA / DiamondRock Hospitality Company - Preferred Stock
DOW / Dow Inc.
CTA.PRB / EIDP, Inc. - Preferred Stock
AMD / Advanced Micro Devices, Inc.
ELF / e.l.f. Beauty, Inc.
HYLB / DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF
EMBC.V / Embecta Corp
Encorium Group Inc Nexxx Registration Revoked BY / (29257R208)
IYW / iShares Trust - iShares U.S. Technology ETF
LHX / L3Harris Technologies, Inc.
FDIS / Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
FCOM / Fidelity Covington Trust - Fidelity MSCI Communication Services Index ETF
FITB / Fifth Third Bancorp
/ Fifth Third Bancorp, Series K, Pfd.
FFIN / First Financial Bankshares, Inc.
FCG / First Trust Exchange-Traded Fund - First Trust Natural Gas ETF
BUFD / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
FTRE.V / Fortrea Holdings Inc
FUQI / Fuqi International, Inc.
US361ESC0496 / ESC GCI LIBERTY INC SR
GAB.PRH / The Gabelli Equity Trust Inc. - Preferred Stock
PLXS / Plexus Corp.
EMC / Global X Funds - Global X Emerging Markets Great Consumer ETF
GTII / Green Thumb Industries Inc.
Greenville Natl Banc / (396242109)
HPS / John Hancock Preferred Income Fund III
HIG.PRG / The Hartford Insurance Group, Inc. - Preferred Stock
HR / Healthcare Realty Trust Incorporated
MGM / MGM Resorts International
HZNP / Horizon Therapeutics Plc
ITW / Illinois Tool Works Inc.
MMIT / New York Life Investments Active ETF Trust - NYLI MacKay Muni Intermediate ETF
ISTT / Inland Real Estate Income Tr Inc
BBD / Banco Bradesco S.A. - Depositary Receipt (Common Stock)
VTV / Vanguard Index Funds - Vanguard Value ETF
RKLB / Rocket Lab Corporation
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
MLQD / iShares 5-10 Year Investment Grade Corporate Bond ETF
IBDO / iShares Trust - iShares iBonds Dec 2023 Term Corporate ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
ISLT / Islet Sciences, Inc.
JPM.PRD / JPMorgan Chase & Co. - Preferred Stock
JPM.PRC / JPMorgan Chase & Co. - Preferred Stock
LLEN / L&L Energy, Inc.
/ LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL A
/ Liberty Media Corp-Liberty SiriusXM
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
NRDE / Nu Ride Inc.
LK / Luckin Coffee Inc.
Market Vectors Agribusiness ETF / EX TRD EQ FD (57060U605)
AZTA / Azenta, Inc.
MLHR / Herman Miller Inc.
MS.PRI / Morgan Stanley - Preferred Stock
MS.PRK / Morgan Stanley - Preferred Stock
MHG / Marine Harvest ASA
/ NCR Atleos Corp
NTCT / NetScout Systems, Inc.
NEWR / New Relic Inc
NRTLQ / Nortel Networks Corp
VFH / Vanguard World Fund - Vanguard Financials ETF
NCA / Nuveen California Municipal Value Fund
JPS / Nuveen Preferred & Income Securities Fund
NTR / Nutrien Ltd
NUEM / Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF
CCL / Carnival Corporation & plc
PNC / The PNC Financial Services Group, Inc.
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
VXRT / Vaxart, Inc.
PPL / Pembina Pipeline Corporation
RVTY / Revvity, Inc.
US715ESC0184 / ESC PERSHING SQUARE
US715ESC0267 / ESC WTS PERSHING SQUA
PowerShares S&P 500 Equal Weight ETF / EX TRD EQ FD (739371813)
Prairie Shores Incratxxx Escrow Pending / EX TRD EQ FD (739ESC010)
Total Apparel Group NXXX Registration Revoked BY / (89149H404)
RXL / ProShares Trust - ProShares Ultra Health Care
PTRA / Proterra Inc
PSA.PRQ / Public Storage - Preferred Stock
PSA.PRJ / Public Storage - Preferred Stock
PSA.PRH / Public Storage - Preferred Stock
QRMLF / Quest Rare Minerals Ltd
RBC / RBC Bearings Incorporated
RC.PRC / Ready Capital Corporation - Preferred Stock
RBSH / Rebus Holdings, Inc.
SYK / Stryker Corporation
RTO / Rentokil Initial plc - Depositary Receipt (Common Stock)
Runway Growth Capi 8PFD Due 12/31/27 / PFD (78163D308)
SCE.PRG / SCE Trust II - Preferred Security
SPGI / S&P Global Inc.
KIE / SPDR Series Trust - SPDR S&P Insurance ETF
/ Sandoz Group AG
SBGSF / Schneider Electric S.E.
SCHW.PRD / The Charles Schwab Corporation - Preferred Stock
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
WTRG / Essential Utilities, Inc.
SEEL / Seelos Therapeutics, Inc.
SEFE /
/ Silver Mountain Resources, Inc.
Soligor Intl Com / EX TRD EQ FD (834224107)
STT.PRD / State Street Corporation - Preferred Stock
STT.PRG / State Street Corporation - Preferred Stock
SMB / VanEck ETF Trust - VanEck Short Muni ETF
SLVM / Sylvamo Corporation
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
TRP / TC Energy Corporation
FRT / Federal Realty Investment Trust
VSOLF / Three Sixty Solar Ltd.
TFC.PRO / Truist Financial Corporation - Preferred Stock
USB.PRP / U.S. Bancorp - Preferred Stock
GRNB / VanEck ETF Trust - VanEck Green Bond ETF
MLN / VanEck ETF Trust - VanEck Long Muni ETF
VBMFX / Vanguard Bond Index Funds - Vanguard Bond Index Fund Total Bond Market Index Fund
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
VSBIX / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury Index Fund Institutional Shares
Vanguard S&P 500 ETF SHS / EX TRD EQ FD (922908413)
VRTV / Veritiv Corp
WOR / Worthington Enterprises, Inc.
VMW / Vmware Inc. - Class A
VMware Inc XXX Submitted For Cash / (928CSH048)
WCC.PRA / WESCO International, Inc. - Preferred Stock
MNP / Western Asset Municipal Partners Fund Inc
Wichita Development CXXX Registration Revoked BY / (967108101)
Yuhe International Inc Com / (988432100)
ZIVO / ZIVO Bioscience, Inc.
ZIVO / ZIVO Bioscience, Inc.
GILD / Gilead Sciences, Inc.
BRPHD / Galaxy Digital Holdings Ltd
LBTYK / Liberty Global Ltd.
LIN / Linde plc
Reneuron Group PLC Ordf / (G7489A121)
Icecure Medical LT Ordf / (M53071102)
Anteris Technologi Ordf / (Q0425C102)
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
IBKR / Interactive Brokers Group, Inc.
SPLK / Splunk Inc.
BRX / Brixmor Property Group Inc.
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
BMY / Bristol-Myers Squibb Company
QGRW / WisdomTree Trust - WisdomTree U.S. Quality Growth Fund
FTAI / FTAI Aviation Ltd.
BE / Bloom Energy Corporation
XOM / Exxon Mobil Corporation
CRM / Salesforce, Inc.
DGX / Quest Diagnostics Incorporated
BA / The Boeing Company
LXP / LXP Industrial Trust
EDV / Endeavour Mining plc
TCPC / BlackRock TCP Capital Corp.
EXC / Exelon Corporation
ZBRA / Zebra Technologies Corporation
WU / The Western Union Company
PANW / Palo Alto Networks, Inc.
WBS.PRG / Webster Financial Corporation - Preferred Stock
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
SCS / Steelcase Inc.
BK / The Bank of New York Mellon Corporation
QUBT / Quantum Computing Inc.
DVN / Devon Energy Corporation
STZ / Constellation Brands, Inc.
CCI / Crown Castle Inc.
WRAP / Wrap Technologies, Inc.
UTGN / UTG, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
COF / Capital One Financial Corporation
APD / Air Products and Chemicals, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
TECH / Bio-Techne Corporation
VAC / Marriott Vacations Worldwide Corporation
JPMB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan USD Emerging Markets Sovereign Bond ETF
FITB / Fifth Third Bancorp
KR / The Kroger Co.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
PVH / PVH Corp.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
PRU / Prudential Financial, Inc.
CCEP / Coca-Cola Europacific Partners PLC
BBY / Best Buy Co., Inc.
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
IDU / iShares Trust - iShares U.S. Utilities ETF
VEEV / Veeva Systems Inc.
CEG / Constellation Energy Corporation
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
ALC / Alcon Inc.
BRBR / BellRing Brands, Inc.
FUL / H.B. Fuller Company
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
ESLT / Elbit Systems Ltd.
BG / Bunge Global SA
WHR / Whirlpool Corporation
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
AMG / Affiliated Managers Group, Inc.
HP / Helmerich & Payne, Inc.
CRUS / Cirrus Logic, Inc.
AZO / AutoZone, Inc.
CVX / Chevron Corporation
DHLGY / Deutsche Post AG - Depositary Receipt (Common Stock)
MMC / Marsh & McLennan Companies, Inc.
DNP / DNP Select Income Fund Inc.
HSIC / Henry Schein, Inc.
PYPL / PayPal Holdings, Inc.
FBCG / Fidelity Covington Trust - Fidelity Blue Chip Growth ETF
ADSK / Autodesk, Inc.
NTLA / Intellia Therapeutics, Inc.
DKNG / DraftKings Inc.
GPN / Global Payments Inc.
MLM / Martin Marietta Materials, Inc.
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
NWSA / News Corporation
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
BYND / Beyond Meat, Inc.
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF
AXAHY / AXA SA - Depositary Receipt (Common Stock)
URNM / Sprott Funds Trust - Sprott Uranium Miners ETF
FE / FirstEnergy Corp.
SHEL / Shell plc - Depositary Receipt (Common Stock)
NVT / nVent Electric plc
CSCO / Cisco Systems, Inc.
WTM / White Mountains Insurance Group, Ltd.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
ETRN / Equitrans Midstream Corporation
ERII / Energy Recovery, Inc.
MVF / BlackRock MuniVest Fund, Inc.
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
JUST / Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
CACC / Credit Acceptance Corporation
DTEGF / Deutsche Telekom AG
GE / General Electric Company
MTCH / Match Group, Inc.
ABBV / AbbVie Inc.
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
CKPT / Checkpoint Therapeutics, Inc.
SRCE / 1st Source Corporation
HAS / Hasbro, Inc.
CDE / Coeur Mining, Inc.
PM / Philip Morris International Inc.
RIG / Transocean Ltd.
NSC / Norfolk Southern Corporation
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
CMG / Chipotle Mexican Grill, Inc.
SAFT / Safety Insurance Group, Inc.
IBM / International Business Machines Corporation
GNMA / iShares Trust - iShares GNMA Bond ETF
MDB / MongoDB, Inc.
IT / Gartner, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
REMX / VanEck ETF Trust - VanEck Rare Earth/Strategic Metals ETF
DRD / DRDGOLD Limited - Depositary Receipt (Common Stock)
SPY / SPDR S&P 500 ETF
TROW / T. Rowe Price Group, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
SEE / Sealed Air Corporation
GME / GameStop Corp.
MNST / Monster Beverage Corporation
BEN / Franklin Resources, Inc.
CHI / Calamos Convertible Opportunities and Income Fund
SM / SM Energy Company
SNA / Snap-on Incorporated
JBL / Jabil Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
MU / Micron Technology, Inc.
HR / Healthcare Realty Trust Incorporated
KTB / Kontoor Brands, Inc.
HUN / Huntsman Corporation
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
CNQ / Canadian Natural Resources Limited
DFS / Discover Financial Services
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
D / Dominion Energy, Inc.
CPNG / Coupang, Inc.
ECL / Ecolab Inc.
UBSI / United Bankshares, Inc.
BBDC / Barings BDC, Inc.
GEHC / GE HealthCare Technologies Inc.
RADCQ / Rite Aid Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
NDAQ / Nasdaq, Inc.
A / Agilent Technologies, Inc.
MAIN / Main Street Capital Corporation
RKT / Rocket Companies, Inc.
COTY / Coty Inc.
WIA / Western Asset Inflation-Linked Income Fund
SYF / Synchrony Financial
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
TRI / Thomson Reuters Corporation
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
UNM / Unum Group
FIZZ / National Beverage Corp.
MGEE / MGE Energy, Inc.
UBER / Uber Technologies, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
SCHW / The Charles Schwab Corporation
SILJ / Amplify ETF Trust - Amplify Junior Silver Miners ETF
AWK / American Water Works Company, Inc.
TLRY / Tilray Brands, Inc.
ATEN / A10 Networks, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
KNX / Knight-Swift Transportation Holdings Inc.
FRCB / First Republic Bank
AAPL / Apple Inc.
STX / Seagate Technology Holdings plc
DRI / Darden Restaurants, Inc.
DG / Dollar General Corporation
AMT / American Tower Corporation
RMBS / Rambus Inc.
ISCV / iShares Trust - iShares Morningstar Small-Cap Value ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
NTAP / NetApp, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
IWV / iShares Trust - iShares Russell 3000 ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
HCC / Warrior Met Coal, Inc.
POR / Portland General Electric Company
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
JPME / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
MTZ / MasTec, Inc.
BG / Bunge Global SA
LAMR / Lamar Advertising Company
IYR / iShares Trust - iShares U.S. Real Estate ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
BERY / Berry Global Group, Inc.
PRDO / Perdoceo Education Corporation
FWONK / Formula One Group
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
ETR / Entergy Corporation
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
MCD / McDonald's Corporation
SITE / SiteOne Landscape Supply, Inc.
WRK / WestRock Company
MVT / BlackRock MuniVest Fund II, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
MRO / Marathon Oil Corporation
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
CTVA / Corteva, Inc.
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
BHF / Brighthouse Financial, Inc.
DHR / Danaher Corporation
HST / Host Hotels & Resorts, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
TSI / TCW Strategic Income Fund, Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
SHW / The Sherwin-Williams Company
PFXF / VanEck ETF Trust - VanEck Preferred Securities ex Financials ETF
CARR / Carrier Global Corporation
TMFG / The RBB Fund, Inc. - Motley Fool Global Opportunities ETF
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
HI / Hillenbrand, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
BFA / Brown-Forman Corp. - Class A
AMZA / ETFis Series Trust I - InfraCap MLP ETF
DHI / D.R. Horton, Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
IYJ / iShares Trust - iShares U.S. Industrials ETF
LLYVA / Liberty Live Group
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
EUSB / iShares Trust - iShares ESG Advanced Total USD Bond Market ETF
IVOV / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
HASI / HA Sustainable Infrastructure Capital, Inc.
AGNC / AGNC Investment Corp.
AFG / American Financial Group, Inc.
CRBN / iShares Trust - iShares MSCI ACWI Low Carbon Target ETF
HDV / iShares Trust - iShares Core High Dividend ETF
AVA / Avista Corporation
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
NAZ / Nuveen Arizona Quality Municipal Income Fund
LOB / Live Oak Bancshares, Inc.
SLVP / iShares, Inc. - iShares MSCI Global Silver and Metals Miners ETF
OUNZ / VanEck Merk Gold ETF
CEW / WisdomTree Trust - WisdomTree Emerging Currency Strategy Fund
HCXY / Hercules Capital, Inc. - Corporate Bond/Note
PXH / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Emerging Markets ETF
EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF
CURE / Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
FXO / First Trust Exchange-Traded AlphaDEX Fund - First Trust Financials AlphaDEX Fund
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
ORLY / O'Reilly Automotive, Inc.
NI / NiSource Inc.
NUV / Nuveen Municipal Value Fund, Inc.
PWZ / Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF
SDOG / ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
VNT / Vontier Corporation
HAUZ / DBX ETF Trust - Xtrackers International Real Estate ETF
BLE / BlackRock Municipal Income Trust II
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
RGIN / Regenicin, Inc.
TMDIF / Conavi Medical Corp.
RINO / RINO International Corporation
RHE / Regional Health Properties, Inc.
HHDS / Highlands REIT, Inc.
AVIO / Avio S.p.A.
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
THRA / Therma-Med, Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
ICOA / ICOA, Inc.
KNTK / Kinetik Holdings Inc.
BC / Brunswick Corporation
SPG / Simon Property Group, Inc.
CIM / Chimera Investment Corporation
AIG / American International Group, Inc.
IP / International Paper Company
NOC / Northrop Grumman Corporation
VYX / NCR Voyix Corporation
BILL / BILL Holdings, Inc.
LUV / Southwest Airlines Co.
EQAL / Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
BDX / Becton, Dickinson and Company
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
SPT / Sprout Social, Inc.
FNMA / Federal National Mortgage Association
OSK / Oshkosh Corporation
FFBC / First Financial Bancorp.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
PAAS / Pan American Silver Corp.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
SXT / Sensient Technologies Corporation
WYY / WidePoint Corporation
LVS / Las Vegas Sands Corp.
RITM / Rithm Capital Corp.
OGE / OGE Energy Corp.
STRM / Streamline Health Solutions, Inc.
SRE / Sempra
BTZ / BlackRock Credit Allocation Income Trust
ALL / The Allstate Corporation
AVGO / Broadcom Inc.
ACCO / ACCO Brands Corporation
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
DE / Deere & Company
NTRS / Northern Trust Corporation
GLW / Corning Incorporated
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
SSP / The E.W. Scripps Company
RGLD / Royal Gold, Inc.
MRK / Merck & Co., Inc.
MSFT / Microsoft Corporation
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
RIVN / Rivian Automotive, Inc.
TSCO / Tractor Supply Company
CNNE / Cannae Holdings, Inc.
MCR / MFS Charter Income Trust
IRM / Iron Mountain Incorporated
EXR / Extra Space Storage Inc.
IYM / iShares Trust - iShares U.S. Basic Materials ETF
RF / Regions Financial Corporation
LDOS / Leidos Holdings, Inc.
AOS / A. O. Smith Corporation
VLO / Valero Energy Corporation
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
UNFI / United Natural Foods, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
AON / Aon plc
ZM / Zoom Communications Inc.
PTY / Partway Group Plc
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
CDW / CDW Corporation
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
CPB / The Campbell's Company
XEL / Xcel Energy Inc.
FUBO / fuboTV Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
PPT / Putnam Premier Income Trust
UAA / Under Armour, Inc.
DNLI / Denali Therapeutics Inc.
FMX / Fomento Económico Mexicano, S.A.B. de C.V. - Depositary Receipt (Common Stock)
EVV / Eaton Vance Limited Duration Income Fund
HII / Huntington Ingalls Industries, Inc.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
XAIR / Beyond Air, Inc.
NNN / NNN REIT, Inc.
DTW / DTE Energy Company - Corporate Bond/Note
GFASY / Gafisa S.A. - Depositary Receipt (Common Stock)
WMT / Walmart Inc.
ARDS / Aridis Pharmaceuticals, Inc.
QSR / Restaurant Brands International Inc.
DLTR / Dollar Tree, Inc.
ICE / Intercontinental Exchange, Inc.
WOLTF / Wolters Kluwer N.V.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
USB / U.S. Bancorp
LULU / lululemon athletica inc.
RPM / RPM International Inc.
IYE / iShares Trust - iShares U.S. Energy ETF
CRWD / CrowdStrike Holdings, Inc.
HUM / Humana Inc.
CI / The Cigna Group
CTSH / Cognizant Technology Solutions Corporation
RNP / Cohen & Steers REIT and Preferred Income Fund, Inc.
NLY / Annaly Capital Management, Inc.
WDFC / WD-40 Company
ISCB / iShares Trust - iShares Morningstar Small-Cap ETF
ASTS / AST SpaceMobile, Inc.
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
NUDM / Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF
MEDP / Medpace Holdings, Inc.
BIIB / Biogen Inc.
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
FUTY / Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
JWN / Nordstrom, Inc.
RY / Royal Bank of Canada
CB / Chubb Limited
MIDD / The Middleby Corporation
BITW / Bitwise 10 Crypto Index Fund
VAL / ValiRx plc
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
CBL / CBL & Associates Properties, Inc.
FLS / Flowserve Corporation
TXRH / Texas Roadhouse, Inc.
PUBGY / Publicis Groupe S.A. - Depositary Receipt (Common Stock)
CINF / Cincinnati Financial Corporation
WBA / Walgreens Boots Alliance, Inc.
EQR / Equity Residential
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
DELL / Dell Technologies Inc.
HOG / Harley-Davidson, Inc.
EA / Electronic Arts Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
OHI / Omega Healthcare Investors, Inc.
MANU / Manchester United plc
BAC / Bank of America Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
DUK / Duke Energy Corporation
ELV / Elevance Health, Inc.
PTON / Peloton Interactive, Inc.
BRK.A / Berkshire Hathaway Inc.
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
FBIN / Fortune Brands Innovations, Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
ADM / Archer-Daniels-Midland Company
JNJ / Johnson & Johnson
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
NWBO / Northwest Biotherapeutics, Inc.
GWW / W.W. Grainger, Inc.
ADUS / Addus HomeCare Corporation
LIN / Linde plc
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PPL / PPL Corporation
AEP / American Electric Power Company, Inc.
PC8 / Canadian Pacific Railway Ltd
AMAT / Applied Materials, Inc.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
RQI / Cohen & Steers Quality Income Realty Fund, Inc.
BKN / BlackRock Investment Quality Municipal Trust Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
DLR / Digital Realty Trust, Inc.
NZF / Nuveen Municipal Credit Income Fund
BSM / Black Stone Minerals, L.P. - Limited Partnership
EBGEF / Enbridge Inc. - Preferred Stock
C.WSA / Citigroup, Inc.
UVE / Universal Insurance Holdings, Inc.
IAT / iShares Trust - iShares U.S. Regional Banks ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
EMR / Emerson Electric Co.
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
JBGS / JBG SMITH Properties
DKS / DICK'S Sporting Goods, Inc.
WAFD / WaFd, Inc
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
LNT / Alliant Energy Corporation
TFX / Teleflex Incorporated
SAR / Saratoga Investment Corp.
HD / The Home Depot, Inc.
NFE / New Fortress Energy Inc.
ILCB / iShares Trust - iShares Morningstar U.S. Equity ETF
JPC / Nuveen Preferred & Income Opportunities Fund
DEO / Diageo plc - Depositary Receipt (Common Stock)
NWT / Wells Fargo & Co.
PAYX / Paychex, Inc.
AY / Atlantica Sustainable Infrastructure plc
RYCEY / Rolls-Royce Holdings plc - Depositary Receipt (Common Stock)
MFC / Manulife Financial Corporation
SOJE / The Southern Company - Corporate Bond/Note
UA / Under Armour, Inc.
UTHR / United Therapeutics Corporation
GLPI / Gaming and Leisure Properties, Inc.
NOV / NOV Inc.
DOCU / DocuSign, Inc.
PID / Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
RCL / Royal Caribbean Cruises Ltd.
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
URI / United Rentals, Inc.
UAL / United Airlines Holdings, Inc.
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
CELH / Celsius Holdings, Inc.
AMZN / Amazon.com, Inc.
BY / Byline Bancorp, Inc.
HCA / HCA Healthcare, Inc.
QQQ / Invesco QQQ Trust, Series 1
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
LMT / Lockheed Martin Corporation
VREX / Varex Imaging Corporation
ODP / The ODP Corporation
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
M / Macy's, Inc.
AEG / Aegon Ltd. - Depositary Receipt (Common Stock)
HBAN / Huntington Bancshares Incorporated
KLAC / KLA Corporation
VTRS / Viatris Inc.
LBTYA / Liberty Global Ltd.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
PIPR / Piper Sandler Companies
OXY / Occidental Petroleum Corporation
MRNA / Moderna, Inc.
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
JBT / JBT Marel Corporation
TPL / Texas Pacific Land Corporation
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
UNH / UnitedHealth Group Incorporated
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
JEMA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders Emerging Markets Equity ETF
CHE / Chemed Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
LPX / Louisiana-Pacific Corporation
ITI / Iteris, Inc.
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
BF.B / Brown-Forman Corporation
NKE / NIKE, Inc.
LH / Labcorp Holdings Inc.
VPG / Vishay Precision Group, Inc.
CME / CME Group Inc.
TSN / Tyson Foods, Inc.
MPW / Medical Properties Trust, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
DXCM / DexCom, Inc.
HIG / The Hartford Insurance Group, Inc.
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
TMRAY / Tomra Systems ASA - Depositary Receipt (Common Stock)
APH / Amphenol Corporation
META / Meta Platforms, Inc.
KEYS / Keysight Technologies, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
CNI / Canadian National Railway Company
REG / Regency Centers Corporation
UL / Unilever PLC - Depositary Receipt (Common Stock)
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
SWN / Southwestern Energy Company
FLOT / iShares Trust - iShares Floating Rate Bond ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
MRCC / Monroe Capital Corporation
KNSL / Kinsale Capital Group, Inc.
ULTA / Ulta Beauty, Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
OTIS / Otis Worldwide Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
FTNT / Fortinet, Inc.
ADBE / Adobe Inc.
OKE / ONEOK, Inc.
ABT / Abbott Laboratories
FVRR / Fiverr International Ltd.
GSUS / Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
SSNC / SS&C Technologies Holdings, Inc.
SUN / Sunoco LP - Limited Partnership
BMO / Bank of Montreal
SO / The Southern Company
MA / Mastercard Incorporated
KMI / Kinder Morgan, Inc.
NEM / Newmont Corporation
BR / Broadridge Financial Solutions, Inc.
MOD / Modine Manufacturing Company
PLD / Prologis, Inc.
BLDR / Builders FirstSource, Inc.
WDC / Western Digital Corporation
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
ZUO / Zuora, Inc.
BLW / BlackRock Limited Duration Income Trust
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
TTWO / Take-Two Interactive Software, Inc.
MMU / Western Asset Managed Municipals Fund Inc.
EL / The Estée Lauder Companies Inc.
MCO / Moody's Corporation
JPIB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Bond Opportunities ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
AFL / Aflac Incorporated
JPM / JPMorgan Chase & Co.
PHD / Pioneer Floating Rate Fund, Inc.
TEL / TE Connectivity plc
GOOG / Alphabet Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
AEMD / Aethlon Medical, Inc.
VAL.WS / Valaris Limited - Equity Warrant
MANH / Manhattan Associates, Inc.
TDS / Telephone and Data Systems, Inc.
CPER / United States Commodity Index Funds Trust - United States Copper Index Fund
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
NXPI / NXP Semiconductors N.V.
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
LEG / Leggett & Platt, Incorporated
NAC / Nuveen California Quality Municipal Income Fund
HAL / Halliburton Company
LVMUY / LVMH Moët Hennessy - Louis Vuitton, Société Européenne - Depositary Receipt (Common Stock)
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
MYI / BlackRock MuniYield Quality Fund III, Inc.
CADE / Cadence Bank
BRK.A / Berkshire Hathaway Inc.
RSG / Republic Services, Inc.
FLR / Fluor Corporation
GD / General Dynamics Corporation
TSLX / Sixth Street Specialty Lending, Inc.
BLNK / Blink Charging Co.
DINO / HF Sinclair Corporation
INTU / Intuit Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
ARRY / Array Technologies, Inc.
FOXA / Fox Corporation
MDT / Medtronic plc
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
TXT / Textron Inc.
HOLX / Hologic, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
CGNX / Cognex Corporation
BAH / Booz Allen Hamilton Holding Corporation
KTOS / Kratos Defense & Security Solutions, Inc.
CG / The Carlyle Group Inc.
ITB / iShares Trust - iShares U.S. Home Construction ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
HRL / Hormel Foods Corporation
SANA / Sana Biotechnology, Inc.
DUKB / Duke Energy Corporation - Corporate Bond/Note
GIS / General Mills, Inc.
CL / Colgate-Palmolive Company
FIS / Fidelity National Information Services, Inc.
EBF / Ennis, Inc.
TMUS / T-Mobile US, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
AXDX / Accelerate Diagnostics, Inc.
TGTX / TG Therapeutics, Inc.
CHKP / Check Point Software Technologies Ltd.
WM / Waste Management, Inc.
PH / Parker-Hannifin Corporation
EXPE / Expedia Group, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
MKC / McCormick & Company, Incorporated
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
PEP / PepsiCo, Inc.
COIN / Coinbase Global, Inc.
ACA / Arcosa, Inc.
SBUX / Starbucks Corporation
KVUE / Kenvue Inc.
LW / Lamb Weston Holdings, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
NOW / ServiceNow, Inc.
CAG / Conagra Brands, Inc.
SWAV / Shockwave Medical, Inc.
BLMN / Bloomin' Brands, Inc.
HYT / BlackRock Corporate High Yield Fund, Inc.
KNF / Knife River Corporation
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
POST / Post Holdings, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
WYNN / Wynn Resorts, Limited
STE / STERIS plc
CGDV / Capital Group Dividend Value ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
KMB / Kimberly-Clark Corporation
BYLB / Boyle Bancorp, Inc.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
EBAY / eBay Inc.
AMWL / American Well Corporation
PCG / PG&E Corporation
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
ASIX / AdvanSix Inc.
CHDN / Churchill Downs Incorporated
ORAN / Orange S.A. - Depositary Receipt (Common Stock)
VRTX / Vertex Pharmaceuticals Incorporated
EVRG / Evergy, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
C / Citigroup Inc. - Corporate Bond/Note
UGI / UGI Corporation
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
PSA / Public Storage
GOOGL / Alphabet Inc.
HPE / Hewlett Packard Enterprise Company
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
LRCX / Lam Research Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
BEPC / Brookfield Renewable Corporation
2CU / Chemours Company
AN / AutoNation, Inc.
BIPC / Brookfield Infrastructure Corporation
INDA / iShares Trust - iShares MSCI India ETF
MMM / 3M Company
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
ROST / Ross Stores, Inc.
CHH / Choice Hotels International, Inc.
NUE / Nucor Corporation
CAH / Cardinal Health, Inc.
CAR / Avis Budget Group, Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
NEP / XPLR Infrastructure, LP - Limited Partnership
NVS / Novartis AG - Depositary Receipt (Common Stock)
AME / AMETEK, Inc.
FDX / FedEx Corporation
PHIN / PHINIA Inc.
AADI / Aadi Bioscience, Inc.
NFLX / Netflix, Inc.
SOJD / The Southern Company - Corporate Bond/Note
WAB / Westinghouse Air Brake Technologies Corporation
LOW / Lowe's Companies, Inc.
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
WING / Wingstop Inc.
MBC / MasterBrand, Inc.
CIEN / Ciena Corporation
WSBC / WesBanco, Inc.
RLI / RLI Corp.
PGF / Invesco Exchange-Traded Fund Trust - Invesco Financial Preferred ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
PCAR / PACCAR Inc
LLY / Eli Lilly and Company
KCLI / Kansas City Life Insurance Company
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
NEE / NextEra Energy, Inc.
BSX / Boston Scientific Corporation
TT / Trane Technologies plc
IWC / iShares Trust - iShares Micro-Cap ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
SKX / Skechers U.S.A., Inc.
SHE / SPDR Series Trust - SPDR MSCI USA Gender Diversity ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
TWLO / Twilio Inc.
BAM / Brookfield Asset Management Ltd.
FI / Fiserv, Inc.
CFR / Cullen/Frost Bankers, Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
CVE / Cenovus Energy Inc.
WEC / WEC Energy Group, Inc.
AEE / Ameren Corporation
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
PJT / PJT Partners Inc.
HPQ / HP Inc.
FRME / First Merchants Corporation
PRI / Primerica, Inc.
EMN / Eastman Chemical Company
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
VMC / Vulcan Materials Company
HURN / Huron Consulting Group Inc.
BHK / BlackRock Core Bond Trust
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
CVS / CVS Health Corporation
WBD / Warner Bros. Discovery, Inc.
ENR / Energizer Holdings, Inc.
TER / Teradyne, Inc.
TPR / Tapestry, Inc.
KEY / KeyCorp
HBI / Hanesbrands Inc.
PJP / Invesco Exchange-Traded Fund Trust - Invesco Pharmaceuticals ETF
LFUS / Littelfuse, Inc.
ATO / Atmos Energy Corporation
CTAS / Cintas Corporation
HRB / H&R Block, Inc.
PXD / Pioneer Natural Resources Company
INTC / Intel Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
AL / Air Lease Corporation
BKNG / Booking Holdings Inc.
SQ / Block, Inc.
K / Kellanova
BGRN / iShares Trust - iShares USD Green Bond ETF
LBRDK / Liberty Broadband Corporation
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
PSX / Phillips 66
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
NEA / Nuveen AMT-Free Quality Municipal Income Fund
GPC / Genuine Parts Company
IVP / Inspire Veterinary Partners, Inc.
WAVX / Wave Systems Corp.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
TXN / Texas Instruments Incorporated
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
MBB / iShares Trust - iShares MBS ETF
PSCT / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Information Technology ETF
ABNB / Airbnb, Inc.
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
FMC / FMC Corporation
FAST / Fastenal Company
HLN / Haleon plc - Depositary Receipt (Common Stock)
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
IEX / IDEX Corporation
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
ILMN / Illumina, Inc.
TMO / Thermo Fisher Scientific Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
PWR / Quanta Services, Inc.
CHD / Church & Dwight Co., Inc.
H / Hyatt Hotels Corporation
HES / Hess Corporation
TNL / Travel + Leisure Co.
VUZI / Vuzix Corporation
MAC / The Macerich Company
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
MDU / MDU Resources Group, Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
USA / Liberty All-Star Equity Fund
SAIC / Science Applications International Corporation
ROP / Roper Technologies, Inc.
AKR / Acadia Realty Trust
NBTB / NBT Bancorp Inc.
ES / Eversource Energy
NIO / NIO Inc. - Depositary Receipt (Common Stock)
CLH / Clean Harbors, Inc.
BST / BlackRock Science and Technology Trust
EVGO / EVgo, Inc.
SUI / Sun Communities, Inc.
CHK / Chesapeake Energy Corporation
BFK / BlackRock Municipal Income Trust
HA / Hawaiian Holdings, Inc.
GULTU / Gulf Coast Ultra Deep Royalty Trust
SWK / Stanley Black & Decker, Inc.
GNRC / Generac Holdings Inc.
EHC / Encompass Health Corporation
ROK / Rockwell Automation, Inc.
KKR / KKR & Co. Inc.
EW / Edwards Lifesciences Corporation
TGT / Target Corporation
AM / Antero Midstream Corporation
IGM / iShares Trust - iShares Expanded Tech Sector ETF
AYI / Acuity Inc.
SYY / Sysco Corporation
MO / Altria Group, Inc.
CSX / CSX Corporation
STLA / Stellantis N.V.
RHHBY / Roche Holding AG - Depositary Receipt (Common Stock)
SIEGY / Siemens Aktiengesellschaft - Depositary Receipt (Common Stock)
GOLD / Barrick Mining Corporation
ZBH / Zimmer Biomet Holdings, Inc.
SLB / Schlumberger Limited
NRG / NRG Energy, Inc.
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
GM / General Motors Company
HLI / Houlihan Lokey, Inc.
VRSK / Verisk Analytics, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
AJG / Arthur J. Gallagher & Co.
CFG / Citizens Financial Group, Inc.
CBRE / CBRE Group, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
TD / The Toronto-Dominion Bank
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
GFI / Gold Fields Limited - Depositary Receipt (Common Stock)
IDXX / IDEXX Laboratories, Inc.
MOS / The Mosaic Company
O / Realty Income Corporation
WY / Weyerhaeuser Company
MDLZ / Mondelez International, Inc.
WDAY / Workday, Inc.
TRV / The Travelers Companies, Inc.
V / Visa Inc.
SRCL / Stericycle, Inc.
MCHP / Microchip Technology Incorporated
EQIX / Equinix, Inc.
HUBB / Hubbell Incorporated
AVK / Advent Convertible and Income Fund
VSMD / Vasamed, Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
PPG / PPG Industries, Inc.
LII / Lennox International Inc.
NWE / NorthWestern Energy Group, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
HON / Honeywell International Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
T / AT&T Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
VZ / Verizon Communications Inc.
CNC / Centene Corporation
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
PFG / Principal Financial Group, Inc.
DCI / Donaldson Company, Inc.
LTRE / Learning Tree International, Inc.
PCTY / Paylocity Holding Corporation
IQ / iQIYI, Inc. - Depositary Receipt (Common Stock)
AVNS / Avanos Medical, Inc.
KMX / CarMax, Inc.
WSO / Watsco, Inc.
WSM / Williams-Sonoma, Inc.
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
TAP / Molson Coors Beverage Company
VFC / V.F. Corporation
SIVB / SVB Financial Group
TSQ / Townsquare Media, Inc.
MAR / Marriott International, Inc.
CHPT / ChargePoint Holdings, Inc.
TSLA / Tesla, Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
ORCL / Oracle Corporation
KD / Kyndryl Holdings, Inc.
SLV / iShares Silver Trust
NXI / Nexity SA
FTV / Fortive Corporation
LYTS / LSI Industries Inc.
DOW / Dow Inc.
APPN / Appian Corporation
OGN / Organon & Co.
CRGO / Freightos Limited
USFD / US Foods Holding Corp.
DISH / DISH Network Corporation
AGCO / AGCO Corporation
HLT / Hilton Worldwide Holdings Inc.
IAU / iShares Gold Trust
YUM / Yum! Brands, Inc.
SD / SandRidge Energy, Inc.
JAVA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
LBRDA / Liberty Broadband Corporation
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
WH / Wyndham Hotels & Resorts, Inc.
AMP / Ameriprise Financial, Inc.
BOX / Box, Inc.
GS.PRK / The Goldman Sachs Group, Inc. - Preferred Stock
SHOP / Shopify Inc.
FCX / Freeport-McMoRan Inc.
QRVO / Qorvo, Inc.
TSVT / 2seventy bio, Inc.
GS / The Goldman Sachs Group, Inc.
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
WMB / The Williams Companies, Inc.
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
DOV / Dover Corporation
COP / ConocoPhillips
MSI / Motorola Solutions, Inc.
BKH / Black Hills Corporation
LNC / Lincoln National Corporation
NNDM / Nano Dimension Ltd. - Depositary Receipt (Common Stock)
REGN / Regeneron Pharmaceuticals, Inc.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
ITT / ITT Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
COST / Costco Wholesale Corporation
CMCSA / Comcast Corporation
DIS / The Walt Disney Company
GLD / SPDR Gold Trust
YUMC / Yum China Holdings, Inc.
PRS / Prudential Financial, Inc. - Corporate Bond/Note
OSBC / Old Second Bancorp, Inc.
NVDA / NVIDIA Corp
JLL / Jones Lang LaSalle Incorporated
SNPS / Synopsys, Inc.
PNW / Pinnacle West Capital Corporation
AEMD / Aethlon Medical, Inc.
CNS / Cohen & Steers, Inc.
FSLR / First Solar, Inc.
TFC / Truist Financial Corporation
JKHY / Jack Henry & Associates, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
STAG / STAG Industrial, Inc.
FITBP / Fifth Third Bancorp - Preferred Stock
MKL / Markel Group Inc.
PAGP / Plains GP Holdings, L.P. - Limited Partnership
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
TJX / The TJX Companies, Inc.
KO / The Coca-Cola Company
WEN / The Wendy's Company
KHC / The Kraft Heinz Company
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
LCID / Lucid Group, Inc.
MS / Morgan Stanley
EG / Everest Group, Ltd.
SEIC / SEI Investments Company
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
IBB / iShares Trust - iShares Biotechnology ETF
PGR / The Progressive Corporation
TDC / Teradata Corporation
HSY / The Hershey Company
LTC / LTC Properties, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
XRAY / DENTSPLY SIRONA Inc.
BKR / Baker Hughes Company
BAX / Baxter International Inc.
TDF / Templeton Dragon Fund, Inc.
PEG / Public Service Enterprise Group Incorporated
VICI / VICI Properties Inc.
QCOM / QUALCOMM Incorporated
NWL / Newell Brands Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
MET / MetLife, Inc.
ETN / Eaton Corporation plc
RTX / RTX Corporation
HQH / Abrdn Healthcare Investors
CSQ / Calamos Strategic Total Return Fund
ALB / Albemarle Corporation
IWB / iShares Trust - iShares Russell 1000 ETF
UNP / Union Pacific Corporation
DEMZ / The Advisors Inner Circle Fund III - Democratic Large Cap Core ETF
ANET / Arista Networks Inc
ATGE / Adtalem Global Education Inc.
GNTX / Gentex Corporation
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
CHWY / Chewy, Inc.
MTB / M&T Bank Corporation
WS / Worthington Steel, Inc.
ZIMV / ZimVie Inc.
PLTR / Palantir Technologies Inc.
PFE / Pfizer Inc.
F / Ford Motor Company
FOM / Foran Mining Corporation
SNN / Smith & Nephew plc - Depositary Receipt (Common Stock)
SJM / The J. M. Smucker Company
FIVE / Five Below, Inc.
MKTX / MarketAxess Holdings Inc.
IAC / IAC Inc.
ADP / Automatic Data Processing, Inc.
CURLF / Curaleaf Holdings, Inc.
IHE / iShares Trust - iShares U.S. Pharmaceuticals ETF
RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
LLYVK / Liberty Live Group
BN / Brookfield Corporation
DAL / Delta Air Lines, Inc.
LSTR / Landstar System, Inc.
FLEX / Flex Ltd.
USRT / iShares Trust - iShares Core U.S. REIT ETF
US003CVR0169 / CONTRA ABIOMED INC
RESP / WisdomTree Trust - WisdomTree U.S. ESG Fund
LCNB / LCNB Corp.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
TOELY / Tokyo Electron Limited - Depositary Receipt (Common Stock)
LTHM / Livent Corporation
RFV / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Value ETF
NSRGY / Nestlé S.A. - Depositary Receipt (Common Stock)
RFI / Cohen & Steers Total Return Realty Fund, Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
LITE / Lumentum Holdings Inc.
VALE / Vale S.A. - Depositary Receipt (Common Stock)
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
CWK / Cushman & Wakefield plc
NBH / Neuberger Berman Municipal Fund Inc.
IR / Ingersoll Rand Inc.
CDNS / Cadence Design Systems, Inc.
SWKS / Skyworks Solutions, Inc.
GBF / iShares Trust - iShares Government/Credit Bond ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
DNA / Ginkgo Bioworks Holdings, Inc.
IFF / International Flavors & Fragrances Inc.
CTRA / Coterra Energy Inc.
APA / APA Corporation
VCISY / Vinci SA - Depositary Receipt (Common Stock)
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
NVG / Nuveen AMT-Free Municipal Credit Income Fund
BX / Blackstone Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
J / Jacobs Solutions Inc.
FTS / Fortis Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
KLG / WK Kellogg Co
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
BITO / ProShares Trust - ProShares Bitcoin ETF
PIO / Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
THNPY / Technip Energies N.V. - Depositary Receipt (Common Stock)
SAP / SAP SE - Depositary Receipt (Common Stock)
ARI / Apollo Commercial Real Estate Finance, Inc.
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
COOP / Mr. Cooper Group Inc.
PARA / Paramount Global
WW / WW International, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
BYM / BlackRock Municipal Income Quality Trust
VRSN / VeriSign, Inc.
UNRV / Unrivaled Brands, Inc.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
ACN / Accenture plc
REZI / Resideo Technologies, Inc.
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
CRSP / CRISPR Therapeutics AG
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
XJH / iShares Trust - iShares ESG Select Screened S&P Mid-Cap ETF
ROKU / Roku, Inc.
VSH / Vishay Intertechnology, Inc.
KN / Knowles Corporation
LILAK / Liberty Latin America Ltd.
HOMB / Home Bancshares, Inc. (Conway, AR)
CM / Canadian Imperial Bank of Commerce
TECK / Teck Resources Limited
TECB / iShares Trust - iShares U.S. Tech Breakthrough Multisector ETF
VLTO / Veralto Corporation
ADI / Analog Devices, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
PG / The Procter & Gamble Company
KTF / DWS Municipal Income Trust
CGGR / Capital Group Growth ETF
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
CLF / Cleveland-Cliffs Inc.
PHM / PulteGroup, Inc.
AZEK / The AZEK Company Inc.
SU / Suncor Energy Inc.
CHTH / CNL Healthcare Properties, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
INFY / Infosys Limited - Depositary Receipt (Common Stock)
HUBS / HubSpot, Inc.
ZIM / ZIM Integrated Shipping Services Ltd.
JOBY / Joby Aviation, Inc.
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
MUI / BlackRock Municipal Income Fund, Inc.
RCI / Rogers Communications Inc.
AXP / American Express Company
SIRI / Sirius XM Holdings Inc.
OXLCM / Oxford Lane Capital Corp - 6.75% PRF REDEEM 30/06/2024 USD 25 - Ser 2024
IFN / The India Fund, Inc.
DVAX / Dynavax Technologies Corporation
MDY / SPDR S&P MidCap 400 ETF Trust
PTLO / Portillo's Inc.
MPC / Marathon Petroleum Corporation
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
SNAP / Snap Inc.
FCNCA / First Citizens BancShares, Inc.
ON / ON Semiconductor Corporation
LYV / Live Nation Entertainment, Inc.
TTC / The Toro Company
UPS / United Parcel Service, Inc.
MCK / McKesson Corporation
CCSO / Tidal ETF Trust II - Carbon Collective Climate Solutions U.S. Equity ETF
PRH / Prudential Financial, Inc. - Corporate Bond/Note
PKG / Packaging Corporation of America
TDOC / Teladoc Health, Inc.
GBTC / Grayscale Bitcoin Trust (BTC)