| HLI / Houlihan Lokey, Inc.
|
|
|
|
|
|
|
|
| AMTM / Amentum Holdings, Inc.
|
|
|
|
|
|
|
|
| SPY / SPDR S&P 500 ETF
|
|
|
|
|
|
|
|
| CARR / Carrier Global Corporation
|
|
|
|
|
|
|
|
| MPC / Marathon Petroleum Corporation
|
|
|
|
|
|
|
|
| FLS / Flowserve Corporation
|
|
|
|
|
|
|
|
| GLD / SPDR Gold Trust
|
|
|
|
|
|
|
|
| EVR / Evercore Inc.
|
|
|
|
|
|
|
|
| QXO / QXO, Inc.
|
|
|
|
|
|
|
|
| ADBE / Adobe Inc.
|
|
|
|
|
|
|
|
| POOL / Pool Corporation
|
|
|
|
|
|
|
|
| Big Sioux Financial
/ Equities (080002991) |
|
|
|
|
|
|
|
| DUK / Duke Energy Corporation
|
|
|
|
|
|
|
|
| IJR / iShares Trust - iShares Core S&P Small-Cap ETF
|
|
|
|
|
|
|
|
| IEX / IDEX Corporation
|
|
|
|
|
|
|
|
| PNC / The PNC Financial Services Group, Inc.
|
|
|
|
|
|
|
|
| TGT / Target Corporation
|
|
|
|
|
|
|
|
| DKS / DICK'S Sporting Goods, Inc.
|
|
|
|
|
|
|
|
| ETR / Entergy Corporation
|
|
|
|
|
|
|
|
| GILD / Gilead Sciences, Inc.
|
|
|
|
|
|
|
|
| HBAN / Huntington Bancshares Incorporated
|
|
|
|
|
|
|
|
| JPM / JPMorgan Chase & Co.
|
|
|
|
|
|
|
|
| ZETA / Zeta Global Holdings Corp.
|
|
|
|
|
|
|
|
| CAG / Conagra Brands, Inc.
|
|
|
|
|
|
|
|
| FAF / First American Financial Corporation
|
|
|
|
|
|
|
|
| FCN / FTI Consulting, Inc.
|
|
|
|
|
|
|
|
| MSGS / Madison Square Garden Sports Corp.
|
|
|
|
|
|
|
|
| SOBO / South Bow Corporation
|
|
|
|
|
|
|
|
| IWR / iShares Trust - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
|
|
| SANM / Sanmina Corporation
|
|
|
|
|
|
|
|
| BFAM / Bright Horizons Family Solutions Inc.
|
|
|
|
|
|
|
|
| ALGN / Align Technology, Inc.
|
|
|
|
|
|
|
|
| US95000U3D31 / Wells Fargo & Co
|
|
|
|
|
|
|
|
| DFS / Discover Financial Services
|
|
|
|
|
|
|
|
| MOGA / Moog, Inc. - Class A
|
|
|
|
|
|
|
|
| ROP / Roper Technologies, Inc.
|
|
|
|
|
|
|
|
| IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
|
|
|
|
|
|
|
|
| TFC / Truist Financial Corporation
|
|
|
|
|
|
|
|
| NFLX / Netflix, Inc.
|
|
|
|
|
|
|
|
| DIS / The Walt Disney Company
|
|
|
|
|
|
|
|
| GOOGL / Alphabet Inc.
|
|
|
|
|
|
|
|
| CNC / Centene Corporation
|
|
|
|
|
|
|
|
| COST / Costco Wholesale Corporation
|
|
|
|
|
|
|
|
| MTH / Meritage Homes Corporation
|
|
|
|
|
|
|
|
| DE / Deere & Company
|
|
|
|
|
|
|
|
| NXPI / NXP Semiconductors N.V.
|
|
|
|
|
|
|
|
| DAKT / Daktronics, Inc.
|
|
|
|
|
|
|
|
| META / Meta Platforms, Inc.
|
|
|
|
|
|
|
|
| TDG / TransDigm Group Incorporated
|
|
|
|
|
|
|
|
| UL / Unilever PLC - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| BRK.A / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
| R / Ryder System, Inc.
|
|
|
|
|
|
|
|
| ZTS / Zoetis Inc.
|
|
|
|
|
|
|
|
| SPXC / SPX Technologies, Inc.
|
|
|
|
|
|
|
|
| KKR / KKR & Co. Inc.
|
|
|
|
|
|
|
|
| ITW / Illinois Tool Works Inc.
|
|
|
|
|
|
|
|
| GOOG / Alphabet Inc.
|
|
|
|
|
|
|
|
| MSFT / Microsoft Corporation
|
|
|
|
|
|
|
|
| JLL / Jones Lang LaSalle Incorporated
|
|
|
|
|
|
|
|
| UPS / United Parcel Service, Inc.
|
|
|
|
|
|
|
|
| CDNS / Cadence Design Systems, Inc.
|
|
|
|
|
|
|
|
| NVDA / NVIDIA Corporation
|
|
|
|
|
|
|
|
| HON / Honeywell International Inc.
|
|
|
|
|
|
|
|
| BKR / Baker Hughes Company
|
|
|
|
|
|
|
|
| SOLV / Solventum Corporation
|
|
|
|
|
|
|
|
| WEC / WEC Energy Group, Inc.
|
|
|
|
|
|
|
|
| TMUS / T-Mobile US, Inc.
|
|
|
|
|
|
|
|
| NPKI / NPK International Inc.
|
|
|
|
|
|
|
|
| MS / Morgan Stanley
|
|
|
|
|
|
|
|
| GATX / GATX Corporation
|
|
|
|
|
|
|
|
| CVX / Chevron Corporation
|
|
|
|
|
|
|
|
| TKR / The Timken Company
|
|
|
|
|
|
|
|
| SPGI / S&P Global Inc.
|
|
|
|
|
|
|
|
| BATRK / Atlanta Braves Holdings, Inc.
|
|
|
|
|
|
|
|
| XOM / Exxon Mobil Corporation
|
|
|
|
|
|
|
|
| VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
|
|
|
|
|
|
|
|
| RBBN / Ribbon Communications Inc.
|
|
|
|
|
|
|
|
| FELE / Franklin Electric Co., Inc.
|
|
|
|
|
|
|
|
| ORCL / Oracle Corporation
|
|
|
|
|
|
|
|
| AMZN / Amazon.com, Inc.
|
|
|
|
|
|
|
|
| TJX / The TJX Companies, Inc.
|
|
|
|
|
|
|
|
| AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
|
|
|
|
|
|
|
|
| STKL / SunOpta Inc.
|
|
|
|
|
|
|
|
| QAI / New York Life Investments ETF Trust - NYLI Hedge Multi-Strategy Tracker ETF
|
|
|
|
|
|
|
|
| D / Dominion Energy, Inc.
|
|
|
|
|
|
|
|
| CM / Canadian Imperial Bank of Commerce
|
|
|
|
|
|
|
|
| FFIV / F5, Inc.
|
|
|
|
|
|
|
|
| URI / United Rentals, Inc.
|
|
|
|
|
|
|
|
| EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
|
|
|
|
|
|
|
|
| EOG / EOG Resources, Inc.
|
|
|
|
|
|
|
|
| GE / General Electric Company
|
|
|
|
|
|
|
|
| BK / The Bank of New York Mellon Corporation
|
|
|
|
|
|
|
|
| BKNG / Booking Holdings Inc.
|
|
|
|
|
|
|
|
| LNT / Alliant Energy Corporation
|
|
|
|
|
|
|
|
| PCOR / Procore Technologies, Inc.
|
|
|
|
|
|
|
|
| MA / Mastercard Incorporated
|
|
|
|
|
|
|
|
| AMD / Advanced Micro Devices, Inc.
|
|
|
|
|
|
|
|
| A / Agilent Technologies, Inc.
|
|
|
|
|
|
|
|
| STVN / Stevanato Group S.p.A.
|
|
|
|
|
|
|
|
| VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
|
|
|
|
|
|
|
|
| NCNO / nCino, Inc.
|
|
|
|
|
|
|
|
| MRK / Merck & Co., Inc.
|
|
|
|
|
|
|
|
| BSY / Bentley Systems, Incorporated
|
|
|
|
|
|
|
|
| PI / Impinj, Inc.
|
|
|
|
|
|
|
|
| SNY / Sanofi - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| CYTK / Cytokinetics, Incorporated
|
|
|
|
|
|
|
|
| VZ / Verizon Communications Inc.
|
|
|
|
|
|
|
|
| UTZ / Utz Brands, Inc.
|
|
|
|
|
|
|
|
| TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
|
|
|
|
|
|
|
|
| JNJ / Johnson & Johnson
|
|
|
|
|
|
|
|
| VLTO / Veralto Corporation
|
|
|
|
|
|
|
|
| AVTR / Avantor, Inc.
|
|
|
|
|
|
|
|
| BCE / BCE Inc.
|
|
|
|
|
|
|
|
| BX / Blackstone Inc.
|
|
|
|
|
|
|
|
| VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
|
|
|
|
|
|
|
|
| WSM / Williams-Sonoma, Inc.
|
|
|
|
|
|
|
|
| ENB / Enbridge Inc.
|
|
|
|
|
|
|
|
| DRI / Darden Restaurants, Inc.
|
|
|
|
|
|
|
|
| PYPL / PayPal Holdings, Inc.
|
|
|
|
|
|
|
|
| ELV / Elevance Health, Inc.
|
|
|
|
|
|
|
|
| T / AT&T Inc.
|
|
|
|
|
|
|
|
| PEG / Public Service Enterprise Group Incorporated
|
|
|
|
|
|
|
|
| PAYX / Paychex, Inc.
|
|
|
|
|
|
|
|
| KEY / KeyCorp
|
|
|
|
|
|
|
|
| CSTL / Castle Biosciences, Inc.
|
|
|
|
|
|
|
|
| FRPT / Freshpet, Inc.
|
|
|
|
|
|
|
|
| VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
|
|
|
|
|
|
|
|
| VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
|
|
|
|
|
|
|
|
| EVLV / Evolv Technologies Holdings, Inc.
|
|
|
|
|
|
|
|
| ISRG / Intuitive Surgical, Inc.
|
|
|
|
|
|
|
|
| SMCI / Super Micro Computer, Inc.
|
|
|
|
|
|
|
|
| WSO / Watsco, Inc.
|
|
|
|
|
|
|
|
| GNRC / Generac Holdings Inc.
|
|
|
|
|
|
|
|
| VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
|
|
|
|
|
|
|
|
| PFE / Pfizer Inc.
|
|
|
|
|
|
|
|
| HLT / Hilton Worldwide Holdings Inc.
|
|
|
|
|
|
|
|
| PJT / PJT Partners Inc.
|
|
|
|
|
|
|
|
| WMT / Walmart Inc.
|
|
|
|
|
|
|
|
| EXTR / Extreme Networks, Inc.
|
|
|
|
|
|
|
|
| LOW / Lowe's Companies, Inc.
|
|
|
|
|
|
|
|
| RGA / Reinsurance Group of America, Incorporated
|
|
|
|
|
|
|
|
| IWF / iShares Trust - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
|
|
| IEFA / iShares Trust - iShares Core MSCI EAFE ETF
|
|
|
|
|
|
|
|
| BMO / Bank of Montreal
|
|
|
|
|
|
|
|
| VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
|
|
|
|
|
|
|
|
| VEEV / Veeva Systems Inc.
|
|
|
|
|
|
|
|
| SO / The Southern Company
|
|
|
|
|
|
|
|
| PM / Philip Morris International Inc.
|
|
|
|
|
|
|
|
| AMGN / Amgen Inc.
|
|
|
|
|
|
|
|
| PPL / PPL Corporation
|
|
|
|
|
|
|
|
| EW / Edwards Lifesciences Corporation
|
|
|
|
|
|
|
|
| ARE / Alexandria Real Estate Equities, Inc.
|
|
|
|
|
|
|
|
| PNFP / Pinnacle Financial Partners, Inc.
|
|
|
|
|
|
|
|
| IWD / iShares Trust - iShares Russell 1000 Value ETF
|
|
|
|
|
|
|
|
| AVGO / Broadcom Inc.
|
|
|
|
|
|
|
|
| PSN / Parsons Corporation
|
|
|
|
|
|
|
|
| BBIO / BridgeBio Pharma, Inc.
|
|
|
|
|
|
|
|
| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
|
|
|
|
|
|
|
|
| DEO / Diageo plc - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| LLY / Eli Lilly and Company
|
|
|
|
|
|
|
|
| TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
|
|
|
|
|
|
|
|
| CB / Chubb Limited
|
|
|
|
|
|
|
|
| BMY / Bristol-Myers Squibb Company
|
|
|
|
|
|
|
|
| VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
|
|
|
|
|
|
|
|
| PLD / Prologis, Inc.
|
|
|
|
|
|
|
|
| NOW / ServiceNow, Inc.
|
|
|
|
|
|
|
|
| CWST / Casella Waste Systems, Inc.
|
|
|
|
|
|
|
|
| CATH / Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
|
|
| WDAY / Workday, Inc.
|
|
|
|
|
|
|
|
| FCFS / FirstCash Holdings, Inc.
|
|
|
|
|
|
|
|
| TMO / Thermo Fisher Scientific Inc.
|
|
|
|
|
|
|
|
| IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
|
|
| USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
|
|
| BRK.B / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
| V / Visa Inc.
|
|
|
|
|
|
|
|
| UBER / Uber Technologies, Inc.
|
|
|
|
|
|
|
|
| TRP / TC Energy Corporation
|
|
|
|
|
|
|
|
| UNH / UnitedHealth Group Incorporated
|
|
|
|
|
|
|
|
| RJF / Raymond James Financial, Inc.
|
|
|
|
|
|
|
|
| TT / Trane Technologies plc
|
|
|
|
|
|
|
|
| BAC / Bank of America Corporation
|
|
|
|
|
|
|
|
| DOV / Dover Corporation
|
|
|
|
|
|
|
|
| DELL / Dell Technologies Inc.
|
|
|
|
|
|
|
|
| USB / U.S. Bancorp
|
|
|
|
|
|
|
|
| OGE / OGE Energy Corp.
|
|
|
|
|
|
|
|
| ABT / Abbott Laboratories
|
|
|
|
|
|
|
|
| IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
|
|
| AMCR / Amcor plc
|
|
|
|
|
|
|
|
| IVW / iShares Trust - iShares S&P 500 Growth ETF
|
|
|
|
|
|
|
|
| CAT / Caterpillar Inc.
|
|
|
|
|
|
|
|
| EXPE / Expedia Group, Inc.
|
|
|
|
|
|
|
|
| PGR / The Progressive Corporation
|
|
|
|
|
|
|
|
| CSGP / CoStar Group, Inc.
|
|
|
|
|
|
|
|
| PEP / PepsiCo, Inc.
|
|
|
|
|
|
|
|
| MAR / Marriott International, Inc.
|
|
|
|
|
|
|
|
| FCNCA / First Citizens BancShares, Inc.
|
|
|
|
|
|
|
|
| KMB / Kimberly-Clark Corporation
|
|
|
|
|
|
|
|
| KO / The Coca-Cola Company
|
|
|
|
|
|
|
|
| APPF / AppFolio, Inc.
|
|
|
|
|
|
|
|
| GS / The Goldman Sachs Group, Inc.
|
|
|
|
|
|
|
|
| PG / The Procter & Gamble Company
|
|
|
|
|
|
|
|
| IVV / iShares Trust - iShares Core S&P 500 ETF
|
|
|
|
|
|
|
|
| DY / Dycom Industries, Inc.
|
|
|
|
|
|
|
|
| INTU / Intuit Inc.
|
|
|
|
|
|
|
|
| MRVL / Marvell Technology, Inc.
|
|
|
|
|
|
|
|
| ADI / Analog Devices, Inc.
|
|
|
|
|
|
|
|
| IWM / iShares Trust - iShares Russell 2000 ETF
|
|
|
|
|
|
|
|
| FI / Fiserv, Inc.
|
|
|
|
|
|
|
|
| VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
|
|
|
|
|
|
|
|
| KVUE / Kenvue Inc.
|
|
|
|
|
|
|
|
| VIRT / Virtu Financial, Inc.
|
|
|
|
|
|
|
|
| AIG / American International Group, Inc.
|
|
|
|
|
|
|
|
| LYB / LyondellBasell Industries N.V.
|
|
|
|
|
|
|
|
| XEL / Xcel Energy Inc.
|
|
|
|
|
|
|
|
| MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
|
|
|
|
|
|
|
|
| WST / West Pharmaceutical Services, Inc.
|
|
|
|
|
|
|
|
| CTAS / Cintas Corporation
|
|
|
|
|
|
|
|
| AMP / Ameriprise Financial, Inc.
|
|
|
|
|
|
|
|
| VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
|
|
|
|
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| AEE / Ameren Corporation
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| BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
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| SMMV / iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF
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| PANW / Palo Alto Networks, Inc.
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| WFC / Wells Fargo & Company
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| WMB / The Williams Companies, Inc.
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| CHRW / C.H. Robinson Worldwide, Inc.
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| OC / Owens Corning
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| AAPL / Apple Inc.
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| SU / Suncor Energy Inc.
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| CBSH / Commerce Bancshares, Inc.
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| CBT / Cabot Corporation
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| SBUX / Starbucks Corporation
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| RBC / RBC Bearings Incorporated
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| CASY / Casey's General Stores, Inc.
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| ADSK / Autodesk, Inc.
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| AEP / American Electric Power Company, Inc.
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| O / Realty Income Corporation
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| ABBV / AbbVie Inc.
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| NGG / National Grid plc - Depositary Receipt (Common Stock)
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| GWRE / Guidewire Software, Inc.
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| NOMD / Nomad Foods Limited
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| CCB / Coastal Financial Corporation
|
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| TTD / The Trade Desk, Inc.
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| CSCO / Cisco Systems, Inc.
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.
