| ACRNX / Columbia Acorn Trust - Columbia Acorn Fund Institutional Class
|
|
|
|
|
|
|
|
| VZ / Verizon Communications Inc.
|
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|
|
|
|
|
|
| WSFS / WSFS Financial Corporation
|
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|
|
|
|
|
| TBGVX / Tweedy Browne Fund Inc - Tweedy Browne International Value Fd USD
|
|
|
|
|
|
|
|
| MSFT / Microsoft Corporation
|
|
|
|
|
|
|
|
| BTO / John Hancock Financial Opportunities Fund
|
|
|
|
|
|
|
|
| CTLT / Catalent, Inc.
|
|
|
|
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|
|
| JNJ / Johnson & Johnson
|
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|
|
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|
|
| BWA / BorgWarner Inc.
|
|
|
|
|
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|
|
| NRO / Neuberger Berman Real Estate Securities Income Fund Inc.
|
|
|
|
|
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|
|
| QQQ / Invesco QQQ Trust, Series 1
|
|
|
|
|
|
|
|
| MKC / McCormick & Company, Incorporated
|
|
|
|
|
|
|
|
| VTV / Vanguard Index Funds - Vanguard Value ETF
|
|
|
|
|
|
|
|
| ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
|
|
| PFE / Pfizer Inc.
|
|
|
|
|
|
|
|
| 89342J108 / Trans-Pacific Aerospace Company, Inc.
|
|
|
|
|
|
|
|
| MENASHA CORP
/ (FJG456208) |
|
|
|
|
|
|
|
| SWIBER HOLDINGS LTD
/ (Y8318F125) |
|
|
|
|
|
|
|
| AMER FD WASH MUT INV-F3
/ MFD (939330775) |
|
|
|
|
|
|
|
| AMER FDS NEW PERSPECT-F3
/ MFD (648018778) |
|
|
|
|
|
|
|
| BAIRD SHORT-TERM MUNI BOND
/ MFD (057071631) |
|
|
|
|
|
|
|
| JANUS HENDERSON FORTY FUND CLA
/ MFD (47103A625) |
|
|
|
|
|
|
|
| SCHWAB TOTAL STOCK MKT-SEL
/ MFD (808509756) |
|
|
|
|
|
|
|
| TOTAL MARKETS EQUITY POOL
/ MFD (808516702) |
|
|
|
|
|
|
|
| WASATCH MICRO CAP VALUE FD
/ MFD (936793504) |
|
|
|
|
|
|
|
| AMER EUROPACIFIC GRWTH CL F-1
/ IFD (298706409) |
|
|
|
|
|
|
|
| CHAMPLAIN MID CAP FD
/ MFD (00766Y513) |
|
|
|
|
|
|
|
| DELAWARE SMALL CAP CORE R6
/ MFD (24610B826) |
|
|
|
|
|
|
|
| JPMORGAN SHORT DUR CORE PLUS
/ MFD (46637K455) |
|
|
|
|
|
|
|
| PUTNAM GROWTH OPPTY CL A
/ MFD (746802800) |
|
|
|
|
|
|
|
| WASATCH ULTRA GROWTH FD
/ MFD (936772409) |
|
|
|
|
|
|
|
| WF OPPORTUNITY FUND CL AD
/ MFD (949915458) |
|
|
|
|
|
|
|
| BAM / Brookfield Asset Management Ltd.
|
|
|
|
|
|
|
|
| SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
|
|
|
|
|
|
|
|
| ANWPX / New Perspective Fund - American Funds New Perspective Fund Class A
|
|
|
|
|
|
|
|
| GWW / W.W. Grainger, Inc.
|
|
|
|
|
|
|
|
| DODBX / Dodge & Cox Funds - Dodge & Cox Balanced Fund
|
|
|
|
|
|
|
|
| PM / Philip Morris International Inc.
|
|
|
|
|
|
|
|
| V / Visa Inc.
|
|
|
|
|
|
|
|
| PEP / PepsiCo, Inc.
|
|
|
|
|
|
|
|
| DISCK / Warner Bros.Discovery Inc - Series C
|
|
|
|
|
|
|
|
| ENPH / Enphase Energy, Inc.
|
|
|
|
|
|
|
|
| GIS / General Mills, Inc.
|
|
|
|
|
|
|
|
| MBWM / Mercantile Bank Corporation
|
|
|
|
|
|
|
|
| TROW / T. Rowe Price Group, Inc.
|
|
|
|
|
|
|
|
| SPY / SPDR S&P 500 ETF
|
|
|
|
|
|
|
|
| BRK.A / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
| TXN / Texas Instruments Incorporated
|
|
|
|
|
|
|
|
| AES / The AES Corporation
|
|
|
|
|
|
|
|
| IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
|
|
|
|
|
|
|
|
| NEE / NextEra Energy, Inc.
|
|
|
|
|
|
|
|
| SO / The Southern Company
|
|
|
|
|
|
|
|
| DHR / Danaher Corporation
|
|
|
|
|
|
|
|
| SNPS / Synopsys, Inc.
|
|
|
|
|
|
|
|
| RMD / ResMed Inc.
|
|
|
|
|
|
|
|
| PFG / Principal Financial Group, Inc.
|
|
|
|
|
|
|
|
| CVX / Chevron Corporation
|
|
|
|
|
|
|
|
| TXG / 10x Genomics, Inc.
|
|
|
|
|
|
|
|
| HSIC / Henry Schein, Inc.
|
|
|
|
|
|
|
|
| GPN / Global Payments Inc.
|
|
|
|
|
|
|
|
| APD / Air Products and Chemicals, Inc.
|
|
|
|
|
|
|
|
| ASB / Associated Banc-Corp
|
|
|
|
|
|
|
|
| CME / CME Group Inc.
|
|
|
|
|
|
|
|
| AVNS / Avanos Medical, Inc.
|
|
|
|
|
|
|
|
| KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
|
|
|
|
|
|
|
|
| ABT / Abbott Laboratories
|
|
|
|
|
|
|
|
| US9229087104 / VANGUARD 500 INDEX FUND VANGUARD 500 INDEX ADM
|
|
|
|
|
|
|
|
| WHR / Whirlpool Corporation
|
|
|
|
|
|
|
|
| PRA / ProAssurance Corporation
|
|
|
|
|
|
|
|
| IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
|
|
|
|
|
|
|
|
| WY / Weyerhaeuser Company
|
|
|
|
|
|
|
|
| WBA / Walgreens Boots Alliance, Inc.
|
|
|
|
|
|
|
|
| VRSN / VeriSign, Inc.
|
|
|
|
|
|
|
|
| RGEN / Repligen Corporation
|
|
|
|
|
|
|
|
| AXP / American Express Company
|
|
|
|
|
|
|
|
| MFM / MFS Municipal Income Trust
|
|
|
|
|
|
|
|
| US8085098304 / Schwab International Index Fund
|
|
|
|
|
|
|
|
| FDVLX / Fidelity Capital Trust - Fidelity Value Fund
|
|
|
|
|
|
|
|
| JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
|
|
| JQC / Nuveen Credit Strategies Income Fund
|
|
|
|
|
|
|
|
| VVR / Invesco Senior Income Trust
|
|
|
|
|
|
|
|
| JRS / Nuveen Real Estate Income Fund
|
|
|
|
|
|
|
|
| QRVO / Qorvo, Inc.
|
|
|
|
|
|
|
|
| NAVI / Navient Corporation
|
|
|
|
|
|
|
|
| WBD / Warner Bros. Discovery, Inc.
|
|
|
|
|
|
|
|
| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
|
|
|
|
|
|
|
|
| MRK / Merck & Co., Inc.
|
|
|
|
|
|
|
|
| BA / The Boeing Company
|
|
|
|
|
|
|
|
| AME / AMETEK, Inc.
|
|
|
|
|
|
|
|
| QCOM / QUALCOMM Incorporated
|
|
|
|
|
|
|
|
| EMR / Emerson Electric Co.
|
|
|
|
|
|
|
|
| TSLA / Tesla, Inc.
|
|
|
|
|
|
|
|
| FIFAX / Income Fund Of America - The Income Fund of America - Class F-3
|
|
|
|
|
|
|
|
| C.WSA / Citigroup, Inc.
|
|
|
|
|
|
|
|
| US9229086940 / Vanguard Extended Market Index Admiral Shares
|
|
|
|
|
|
|
|
| IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
|
|
| HUM / Humana Inc.
|
|
|
|
|
|
|
|
| EHTH / eHealth, Inc.
|
|
|
|
|
|
|
|
| TTD / The Trade Desk, Inc.
|
|
|
|
|
|
|
|
| RTX / RTX Corporation
|
|
|
|
|
|
|
|
| ZS / Zscaler, Inc.
|
|
|
|
|
|
|
|
| OLED / Universal Display Corporation
|
|
|
|
|
|
|
|
| OMCL / Omnicell, Inc.
|
|
|
|
|
|
|
|
| IBM / International Business Machines Corporation
|
|
|
|
|
|
|
|
| BRC / Brady Corporation
|
|
|
|
|
|
|
|
| ISRG / Intuitive Surgical, Inc.
|
|
|
|
|
|
|
|
| ZBH / Zimmer Biomet Holdings, Inc.
|
|
|
|
|
|
|
|
| US3162001040 / Fidelity Growth Company Fund
|
|
|
|
|
|
|
|
| AMER / Emles Trust - Emles Made in America ETF
|
|
|
|
|
|
|
|
| RMSL / REMSleep Holdings, Inc.
|
|
|
|
|
|
|
|
| VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
|
|
|
|
|
|
|
|
| SSNC / SS&C Technologies Holdings, Inc.
|
|
|
|
|
|
|
|
| COST / Costco Wholesale Corporation
|
|
|
|
|
|
|
|
| CIM / Chimera Investment Corporation
|
|
|
|
|
|
|
|
| AFL / Aflac Incorporated
|
|
|
|
|
|
|
|
| IDXX / IDEXX Laboratories, Inc.
|
|
|
|
|
|
|
|
| DOV / Dover Corporation
|
|
|
|
|
|
|
|
| DCI / Donaldson Company, Inc.
|
|
|
|
|
|
|
|
| VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
|
|
|
|
|
|
|
|
| NVST / Envista Holdings Corporation
|
|
|
|
|
|
|
|
| SJM / The J. M. Smucker Company
|
|
|
|
|
|
|
|
| KCDMY / Kimberly-Clark de México, S. A. B. de C. V. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| BIIB / Biogen Inc.
|
|
|
|
|
|
|
|
| APH / Amphenol Corporation
|
|
|
|
|
|
|
|
| WAIOX / Wasatch Funds Trust - Wasatch International Opportunities Fund
|
|
|
|
|
|
|
|
| TEMFX / Templeton Funds - Templeton Foreign Fund Class A
|
|
|
|
|
|
|
|
| OOSAX / Aim Counselor Series Trust - Invesco Senior Floating Rate Fund USD Cls A
|
|
|
|
|
|
|
|
| ORCL / Oracle Corporation
|
|
|
|
|
|
|
|
| GLD / SPDR Gold Trust
|
|
|
|
|
|
|
|
| UPS / United Parcel Service, Inc.
|
|
|
|
|
|
|
|
| SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
|
|
| PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
|
|
|
|
|
|
|
|
| VIMAX / Vanguard Index Funds - Vanguard Mid-Cap Index Fund Admiral Class
|
|
|
|
|
|
|
|
| SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
|
|
| IVV / iShares Trust - iShares Core S&P 500 ETF
|
|
|
|
|
|
|
|
| VSMAX / Vanguard Index Funds - Vanguard Small Cap Index Fund Admiral
|
|
|
|
|
|
|
|
| MMC / Marsh & McLennan Companies, Inc.
|
|
|
|
|
|
|
|
| SWPPX / Schwab Capital Trust - Schwab S&P 500 Index Fund
|
|
|
|
|
|
|
|
| PBH / Prestige Consumer Healthcare Inc.
|
|
|
|
|
|
|
|
| IIF / Morgan Stanley India Investment Fund, Inc.
|
|
|
|
|
|
|
|
| HAINX / Harbor Funds - Harbor International Fund Institutional Class
|
|
|
|
|
|
|
|
| AAPL / Apple Inc.
|
|
|
|
|
|
|
|
| ROP / Roper Technologies, Inc.
|
|
|
|
|
|
|
|
| GOOG / Alphabet Inc.
|
|
|
|
|
|
|
|
| VINIX / Vanguard Institutional Index Funds - Vanguard Institutional Index Institutional Class
|
|
|
|
|
|
|
|
| TRBCX / T. Rowe Price Blue Chip Growth Fund Inc - T. Rowe Price Blue Chip Growth Fund
|
|
|
|
|
|
|
|
| FIS / Fidelity National Information Services, Inc.
|
|
|
|
|
|
|
|
| IQV / IQVIA Holdings Inc.
|
|
|
|
|
|
|
|
| VEEV / Veeva Systems Inc.
|
|
|
|
|
|
|
|
| INTC / Intel Corporation
|
|
|
|
|
|
|
|
| YUM / Yum! Brands, Inc.
|
|
|
|
|
|
|
|
| ECL / Ecolab Inc.
|
|
|
|
|
|
|
|
| VRTX / Vertex Pharmaceuticals Incorporated
|
|
|
|
|
|
|
|
| LNT / Alliant Energy Corporation
|
|
|
|
|
|
|
|
| GAFFX / Growth Fund Of America - Growth Fund of America - Class F-3
|
|
|
|
|
|
|
|
| CRWD / CrowdStrike Holdings, Inc.
|
|
|
|
|
|
|
|
| VWILX / Vanguard World Fund - Vanguard International Growth Fund Admiral Class
|
|
|
|
|
|
|
|
| META / Meta Platforms, Inc.
|
|
|
|
|
|
|
|
| GE / General Electric Company
|
|
|
|
|
|
|
|
| DFS / Discover Financial Services
|
|
|
|
|
|
|
|
| TYL / Tyler Technologies, Inc.
|
|
|
|
|
|
|
|
| VIGRX / Vanguard Index Funds - Vanguard Index Trust Growth Index Fund
|
|
|
|
|
|
|
|
| PSX / Phillips 66
|
|
|
|
|
|
|
|
| JPUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
|
|
| MMM / 3M Company
|
|
|
|
|
|
|
|
| WFC / Wells Fargo & Company
|
|
|
|
|
|
|
|
| MA / Mastercard Incorporated
|
|
|
|
|
|
|
|
| XOM / Exxon Mobil Corporation
|
|
|
|
|
|
|
|
| SCHW / The Charles Schwab Corporation
|
|
|
|
|
|
|
|
| YUMC / Yum China Holdings, Inc.
|
|
|
|
|
|
|
|
| MCD / McDonald's Corporation
|
|
|
|
|
|
|
|
| GOOGL / Alphabet Inc.
|
|
|
|
|
|
|
|
| BAC / Bank of America Corporation
|
|
|
|
|
|
|
|
| NVDA / NVIDIA Corporation
|
|
|
|
|
|
|
|
| ADBE / Adobe Inc.
|
|
|
|
|
|
|
|
| VDIGX / Vanguard Specialized Funds - Vanguard Specialized Portfolios Dividend Growth Fund
|
|
|
|
|
|
|
|
| 153501101 / Central Fund of Canada Ltd.
|
|
|
|
|
|
|
|
| SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
|
|
|
|
|
|
|
|
| ADYEY / Adyen N.V. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| MO / Altria Group, Inc.
|
|
|
|
|
|
|
|
| RHHBY / Roche Holding AG - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| TMO / Thermo Fisher Scientific Inc.
|
|
|
|
|
|
|
|
| NSC / Norfolk Southern Corporation
|
|
|
|
|
|
|
|
| PRGFX / T. Rowe Price Growth Stock Fund Inc - T. Rowe Price Growth Stock Fund
|
|
|
|
|
|
|
|
| CFIHX / Capital Income Builder - Capital Income Builder - Class F-3
|
|
|
|
|
|
|
|
| HUBB / Hubbell Incorporated
|
|
|
|
|
|
|
|
| VUG / Vanguard Index Funds - Vanguard Growth ETF
|
|
|
|
|
|
|
|
| MGEE / MGE Energy, Inc.
|
|
|
|
|
|
|
|
| EFX / Equifax Inc.
|
|
|
|
|
|
|
|
| DIS / The Walt Disney Company
|
|
|
|
|
|
|
|
| LLY / Eli Lilly and Company
|
|
|
|
|
|
|
|
| SYY / Sysco Corporation
|
|
|
|
|
|
|
|
| BRK.B / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
| PEO / Adams Natural Resources Fund, Inc.
|
|
|
|
|
|
|
|
| FTV / Fortive Corporation
|
|
|
|
|
|
|
|
| VDE / Vanguard World Fund - Vanguard Energy ETF
|
|
|
|
|
|
|
|
| HD / The Home Depot, Inc.
|
|
|
|
|
|
|
|
| PYPL / PayPal Holdings, Inc.
|
|
|
|
|
|
|
|
| SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
|
|
| UNP / Union Pacific Corporation
|
|
|
|
|
|
|
|
| VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
|
|
|
|
|
|
|
|
| KHC / The Kraft Heinz Company
|
|
|
|
|
|
|
|
| ADI / Analog Devices, Inc.
|
|
|
|
|
|
|
|
| CSCO / Cisco Systems, Inc.
|
|
|
|
|
|
|
|
| LIN / Linde plc
|
|
|
|
|
|
|
|
| INCY / Incyte Corporation
|
|
|
|
|
|
|
|
| RPM / RPM International Inc.
|
|
|
|
|
|
|
|
| CTSH / Cognizant Technology Solutions Corporation
|
|
|
|
|
|
|
|
| LOW / Lowe's Companies, Inc.
|
|
|
|
|
|
|
|
| EFA / iShares Trust - iShares MSCI EAFE ETF
|
|
|
|
|
|
|
|
| VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
|
|
|
|
|
|
|
|
| DVY / iShares Trust - iShares Select Dividend ETF
|
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| MDY / SPDR S&P MidCap 400 ETF Trust
|
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| VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
|
|
|
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| CMCSA / Comcast Corporation
|
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|
| WAT / Waters Corporation
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| VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
|
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| ADP / Automatic Data Processing, Inc.
|
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| WGROX / Wasatch Funds Trust - Wasatch Core Growth Fund
|
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| UI / Ubiquiti Inc.
|
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| ACN / Accenture plc
|
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| MASI / Masimo Corporation
|
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| ROK / Rockwell Automation, Inc.
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| RVT / Royce Small-Cap Trust, Inc.
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| CHD / Church & Dwight Co., Inc.
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| SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
|
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| AMD / Advanced Micro Devices, Inc.
|
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| ACIW / ACI Worldwide, Inc.
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| VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
|
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| WH / Wyndham Hotels & Resorts, Inc.
|
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| AMG / Affiliated Managers Group, Inc.
|
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| FCNTX / Fidelity Contrafund - Fidelity Contra Fund
|
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| KMB / Kimberly-Clark Corporation
|
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| ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
|
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| NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
|
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|
| MDLZ / Mondelez International, Inc.
|
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| VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
|
|
|
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|
| PTC / PTC Inc.
|
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| BMY / Bristol-Myers Squibb Company
|
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| VGT / Vanguard World Fund - Vanguard Information Technology ETF
|
|
|
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|
| DDOG / Datadog, Inc.
|
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| NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
|
|
|
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| UNH / UnitedHealth Group Incorporated
|
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|
| EXEL / Exelixis, Inc.
|
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| VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
|
|
|
|
|
|
|
|
| AMZN / Amazon.com, Inc.
|
|
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| MCK / McKesson Corporation
|
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| AEPFX / Europacific Growth Fund - EuroPacific Growth Fund, Class F-2
|
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| BALL / Ball Corporation
|
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| JBL / Jabil Inc.
|
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| BMO / Bank of Montreal
|
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| SCHF / Schwab Strategic Trust - Schwab International Equity ETF
|
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| KO / The Coca-Cola Company
|
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| USB / U.S. Bancorp
|
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|
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| NKE / NIKE, Inc.
|
|
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|
|
| WAEMX / Wasatch Funds Trust - Wasatch Emerging Markets Small Cap Fund Investor Class
|
|
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|
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|
|
| T / AT&T Inc.
|
|
|
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|
|
| VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
|
|
|
|
|
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|
|
| WMT / Walmart Inc.
|
|
|
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|
|
| ALNY / Alnylam Pharmaceuticals, Inc.
|
|
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| FI / Fiserv, Inc.
|
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| GS / The Goldman Sachs Group, Inc.
|
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| COP / ConocoPhillips
|
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|
| AGTHX / Growth Fund Of America - American Funds Growth Fund of America Class A
|
|
|
|
|
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|
|
| IPDQF / ImpediMed Limited
|
|
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|
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| ABBV / AbbVie Inc.
|
|
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|
| ITW / Illinois Tool Works Inc.
|
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| MAR / Marriott International, Inc.
|
|
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| AMGN / Amgen Inc.
|
|
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|
|
|
| FAST / Fastenal Company
|
|
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|
|
|
|
| SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
|
|
| PANW / Palo Alto Networks, Inc.
|
|
|
|
|
|
|
|
| KBE / SPDR Series Trust - SPDR S&P Bank ETF
|
|
|
|
|
|
|
|
| CCI / Crown Castle Inc.
|
|
|
|
|
|
|
|
| AKAM / Akamai Technologies, Inc.
|
|
|
|
|
|
|
|
| NSRGY / Nestlé S.A. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| AVTR / Avantor, Inc.
|
|
|
|
|
|
|
|
| SYK / Stryker Corporation
|
|
|
|
|
|
|
|
| SBUX / Starbucks Corporation
|
|
|
|
|
|
|
|
| BAOB / The Baraboo Bancorporation, Inc.
|
|
|
|
|
|
|
|
| FDX / FedEx Corporation
|
|
|
|
|
|
|
|
| WEC / WEC Energy Group, Inc.
|
|
|
|
|
|
|
|
| 0JCT / Intuit Inc.
|
|
|
|
|
|
|
|
| PG / The Procter & Gamble Company
|
|
|
|
|
|
|
|
| BAX / Baxter International Inc.
|
|
|
|
|
|
|
|
| VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
|
|
|
|
|
|
|
|
| US80850L7266 / Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
|
|
| FFBW / FFBW, Inc.
|
|
|
|
|
|
|
|
| SWSSX / Schwab Capital Trust - Schwab Small-Cap Index Fund
|
|
|
|
|
|
|
|
| BEN / Franklin Resources, Inc.
|
|
|
|
|
|
|
|
| NIC / Nicolet Bankshares, Inc.
|
|
|
|
|
|
|
|
| IONS / Ionis Pharmaceuticals, Inc.
|
|
|
|
|
|
|
|
| DTD / WisdomTree Trust - WisdomTree U.S. Total Dividend Fund
|
|
|
|
|
|
|
|
| TGT / Target Corporation
|
|
|
|
|
|
|
|
| XEL / Xcel Energy Inc.
|
|
|
|
|
|
|
|
| VAC / Marriott Vacations Worldwide Corporation
|
|
|
|
|
|
|
|
| VPMAX / Vanguard Chester Funds - Vanguard PRIMECAP Fund Admiral Class
|
|
|
|
|
|
|
|
| JPM / JPMorgan Chase & Co.
|
|
|
|
|
|
|
|
| RBGLY / Reckitt Benckiser Group plc - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| VTSAX / Vanguard Index Funds - Vanguard Total Stock Market Index Fund Admiral
|
|
|
|
|
|
|
|
| VMW / Vmware Inc. - Class A
|
|
|
|
|
|
|
|
| GNRC / Generac Holdings Inc.
|
|
|
|
|
|
|
|
| HBI / Hanesbrands Inc.
|
|
|
|
|
|
|
|
| EVVTY / Evolution AB (publ) - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| SRE / Sempra
|
|
|
|
|
|
|
|
| EPAY / Bottomline Technologies (Delaware) Inc
|
|
|
|
|
|
|
|
| SGEN / Seagen Inc
|
|
|
|
|
|
|
|
| ATVI / Activision Blizzard Inc
|
|
|
|
|
|
|
|
| NVS / Novartis AG - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| CAT / Caterpillar Inc.
|
|
|
|
|
|
|
|
| SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
|
|
|
|
|
|
|
|
| ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
|
|
|
|
|
|
|
|
| PB / Prosperity Bancshares, Inc.
|
|
|
|
|
|
|
|
| SLB / Schlumberger Limited
|
|
|
|
|
|
|
|
| SBAC / SBA Communications Corporation
|
|
|
|
|
|
|
|
| MDRX / Veradigm Inc.
|
|
|
|
|
|
|
|
| VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
|
|
|
|
|
|
|
|
| EPAM / EPAM Systems, Inc.
|
|
|
|
|
|
|
|
| TNL / Travel + Leisure Co.
|
|
|
|
|
|
|
|
| SHWZ / Medicine Man Technologies, Inc.
|
|
|
|
|
|
|
|
| PAYC / Paycom Software, Inc.
|
|
|
|
|
|
|
|
| AMCR / Amcor plc
|
|
|
|
|
|
|
|
| DNA / Ginkgo Bioworks Holdings, Inc.
|
|
|
|
|
|
|
|
| MJMJ / The MaryJane Group, Inc.
|
|
|
|
|
|
|
|
| MDT / Medtronic plc
|
|
|
|
|
|
|
|
| CL / Colgate-Palmolive Company
|
|
|
|
|
|
|
|
| HOLX / Hologic, Inc.
|
|
|
|
|
|
|
|
| XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| EVTC / EVERTEC, Inc.
|
|
|
|
|
|
|
|
.
