Market Value469,437,152
Total Holdings978
File Date2025-04-25
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)
BAC.PRB / Bank of America Corporation - Preferred Stock
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
DNOW / DNOW Inc.
HROW / Harrow, Inc.
ABNB / Airbnb, Inc.
CB / Chubb Limited
BAC / Bank of America Corporation
SOFI / SoFi Technologies, Inc.
PII / Polaris Inc.
BHILQ / Benson Hill, Inc.
SPY / SPDR S&P 500 ETF
GME / GameStop Corp.
BLK / BlackRock, Inc.
ISRG / Intuitive Surgical, Inc.
TEL / TE Connectivity plc
TTD / The Trade Desk, Inc.
REX / REX American Resources Corporation
EQIX / Equinix, Inc.
PPG / PPG Industries, Inc.
DXC / DXC Technology Company
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
TTNP / Titan Pharmaceuticals, Inc.
SMCI / Super Micro Computer, Inc.
CC / The Chemours Company
ADBE / Adobe Inc.
ONL / Orion Properties Inc.
LODE / Comstock Inc.
MTW / The Manitowoc Company, Inc.
CLX / The Clorox Company
MGM / MGM Resorts International
DDD / 3D Systems Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
COIN / Coinbase Global, Inc.
QUBT / Quantum Computing Inc.
D / Dominion Energy, Inc.
SMIZ / Zacks Trust - Zacks Small/Mid Cap ETF
TDF / Templeton Dragon Fund, Inc.
TRV / The Travelers Companies, Inc.
HLI / Houlihan Lokey, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
GD / General Dynamics Corporation
XEL / Xcel Energy Inc.
KW / Kennedy-Wilson Holdings, Inc.
CHPT / ChargePoint Holdings, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
SRE / Sempra
COP / ConocoPhillips
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
APPLIED DNA / (03815U508)
EBAY / eBay Inc.
IYZ / iShares Trust - iShares U.S. Telecommunications ETF
ULY / Urgent.ly Inc.
BLACKROCK HEALTH SCIENCES OPPS INV A / ETF (091937573)
US8085098304 / Schwab International Index Fund
GOLDMAN SACHS GQG PTNRS INTL OPPS INSTL / ETF (38147N293)
AMERICAN FUNDS TAX-EXEMPT BOND F2 / BOND (876902602)
AMERICAN FUNDS NEW WORLD F1 / ETF (649280401)
JANUS HENDERSON SMALL CAP VALUE T / ETF (471023572)
FXAIX / Fidelity Concord Street Trust - Fidelity 500 Index Fund
FIDELITY ADVISOR INTERM MUNI INC I / BOND (31638R808)
VANGUARD WELLINGTON INV / ETF (921935102)
COLUMBIA MORTGAGE OPPORTUNITIES S / ETF (19766N715)
HILYX / Hartford Mutual Funds Inc - Hartford International Value Fund Class Y
TOUCHSTONE MID CAP A / ETF (89155H629)
INVESCO LIMITED TERM CA MUNICIPAL Y / BOND (00141W851)
PUTNAM CA TAX EXEMPT INCOME Y / BOND (746449305)
AMERICAN CENTURY INTERMTRM TX-FR BD INV / BOND (024934507)
ALLSPRING SPECIAL LARGE CAP VALUE INST / ETF (94984B181)
BALANCED POOL / ETF (808516306)
VANGUARD CA INTERM-TERM TAX-EXEMPT ADM / BOND (922021407)
BNY MELLON DYNAMIC VALUE FUND A / ETF (05587N679)
COLUMBIA SELECT MID CAP GROWTH FUND S / ETF (19767X472)
BAIRD CORE PLUS BOND INV / BOND (057071888)
FIDELITY ADVISOR EMERGING ASIA A / ETF (315920413)
FRANKLIN MUTUAL U S MID CAP VALUE A / ETF (355148107)
SCHWAB VALUE ADVANTAGE MONEY ULTRA / ETF (808515696)
DWS GLOBAL MACRO S / ETF (25156G608)
MFS MID CAP VALUE A / ETF (55272P638)
FIDELITY ADVISOR INTL CAPL APP A / ETF (315920843)
COLUMBIA TAX-EXEMPT FUND S / BOND (19767X431)
FIDELITY ADVISOR INVESTMENT GR BD I / BOND (316146869)
FIDELITY ADVISOR GLOBAL COMMODITY STK I / ETF (31618H507)
JHANCOCK U S GLOBAL LEADERS GROWTH I / ETF (409902798)
GOLDMAN SACHS GQG PTNRS INTL OPPS INV / ETF (38147N285)
MFS CA MUNICIPAL BOND A / BOND (55273N590)
SCHWAB MUNICIPAL MONEY INV / ETF (808508105)
MONEY MARKET POOL / ETF (808516603)
SCHWAB US TREASURY MONEY INVESTOR / ETF (808515548)
FIDELITY ADVISOR BALANCED FD A / ETF (316345743)
MO / Altria Group, Inc.
COF / Capital One Financial Corporation
RCL / Royal Caribbean Cruises Ltd.
VASIX / Vanguard Star Funds - Vanguard Lifestrategy Income Fund
NINDX / Columbia Funds Series Trust - Columbia Large Cap Index Fund Institutional Class
MBLY / Mobileye Global Inc.
PTF / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Technology Momentum ETF
LITE / Lumentum Holdings Inc.
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
BCO / The Brink's Company
IWR / iShares Trust - iShares Russell Mid-Cap ETF
MSGS / Madison Square Garden Sports Corp.
INAB / IN8bio, Inc.
DUK / Duke Energy Corporation
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
CGGR / Capital Group Growth ETF
NULC / Nushares ETF Trust - Nuveen ESG Large-Cap ETF
ODFL / Old Dominion Freight Line, Inc.
US683CVR0133 / OPIANT PHARMA INC CVR
GEAR / Revelyst, Inc.
FLNC / Fluence Energy, Inc.
SCHWAB TAX-FREE BOND / ETF (808517403)
T ROWE PRICE RETIREMENT 2025 / ETF (74149P788)
VANGUARD INTERM-TERM TX-EX INV / ETF (922907209)
GQG PARTNERS EMERGING MARKETS EQUITY INV / ETF (00771X427)
ARISTOTLE CORE INCOME I-2 / ETF (04045F691)
OTLY / Oatly Group AB - Depositary Receipt (Common Stock)
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
ES / Eversource Energy
WATT / Energous Corporation
ULY / Urgent.ly Inc.
HLMN / Hillman Solutions Corp.
ARW / Arrow Electronics, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
ROAD / Construction Partners, Inc.
PKG / Packaging Corporation of America
KLAC / KLA Corporation
PBD / Invesco Exchange-Traded Fund Trust II - Invesco Global Clean Energy ETF
VWAHX / Vanguard Municipal Bond Funds - Vanguard High-Yield Tax-Exempt Fund
US91159HHZ64 / US Bancorp
MIPTX / Matthews International Funds - Matthews Pacific Tiger Fund Institutional Class
GFS / GLOBALFOUNDRIES Inc.
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
FSLR / First Solar, Inc.
ESTC / Elastic N.V.
CNP / CenterPoint Energy, Inc.
OLED / Universal Display Corporation
SBGSY / Schneider Electric S.E. - Depositary Receipt (Common Stock)
LODE / Comstock Inc.
FJTSY / Fujitsu Limited - Depositary Receipt (Common Stock)
RLI / RLI Corp.
MKSI / MKS Inc.
MANH / Manhattan Associates, Inc.
RMBS / Rambus Inc.
IDXX / IDEXX Laboratories, Inc.
TXT / Textron Inc.
FXZ / First Trust Exchange-Traded AlphaDEX Fund - First Trust Materials AlphaDEX Fund
WDFC / WD-40 Company
AMH / American Homes 4 Rent
APDN / Applied DNA Sciences, Inc.
ENTG / Entegris, Inc.
PGF / Invesco Exchange-Traded Fund Trust - Invesco Financial Preferred ETF
FELV / Fidelity Covington Trust - Enhanced Large Cap Value ETF
FHB / First Hawaiian, Inc.
PDI / PIMCO Dynamic Income Fund
DRIV / Global X Funds - Global X Autonomous & Electric Vehicles ETF
AMRN / Amarin Corporation plc - Depositary Receipt (Common Stock)
SVOL / Simplify Exchange Traded Funds - Simplify Volatility Premium ETF
SWK / Stanley Black & Decker, Inc.
NOC / Northrop Grumman Corporation
WWJD / Northern Lights Fund Trust IV - Inspire International ETF
DOW / Dow Inc.
HFLIX / Hartford Mutual Funds Inc - Hartford Floating Rate Fund Class I
ADDYY / adidas AG - Depositary Receipt (Common Stock)
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
QRVO / Qorvo, Inc.
CYBN / Cybin Inc.
ISPY / ProShares Trust - ProShares S&P 500 High Income ETF
GT / The Goodyear Tire & Rubber Company
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
DBB / Invesco DB Multi-Sector Commodity Trust - Invesco DB Base Metals Fund
STKH / Steakholder Foods Ltd. - Depositary Receipt (Common Stock)
IBIT / iShares Bitcoin Trust ETF
LISFX / Lord Abbett Municipal Income Fund Inc - Lord Abbett Intermediate Tax Free Fund Class F
VTWAX / Vanguard International Equity Index Funds - Vanguard Total World Stock Index Fund Admiral Shares
EMN / Eastman Chemical Company
DVY / iShares Trust - iShares Select Dividend ETF
ILCB / iShares Trust - iShares Morningstar U.S. Equity ETF
RXO / RXO, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
EWZ / iShares, Inc. - iShares MSCI Brazil ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
FTSD / Franklin U.S. Core Dividend Tilt Index ETF - Franklin Short Duration U.S. Government ETF
HABDX / Harbor Funds - Harbor Core Plus Fd USD Cls INST
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
TPYP / Tortoise Capital Series Trust - Tortoise North American Pipeline Fund
NDAQ / Nasdaq, Inc.
US0249348469 / AC-INT T/F B-I
HCA / HCA Healthcare, Inc.
MLPA / Global X Funds - Global X MLP ETF
DASH / DoorDash, Inc.
BUI / BlackRock Utilities, Infrastructure & Power Opportunities Trust
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
PJT / PJT Partners Inc.
WM / Waste Management, Inc.
USO / United States Oil Fund, LP - Limited Partnership
RBC / RBC Bearings Incorporated
US797356EV00 / San Diego Unified School District
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
NMSAX / Columbia Funds Series Trust - Columbia SmallCap Index Fund Class A
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
VWELX / Vanguard Wellington Fund - Vanguard Wellington Fund Investor Shares
WSO / Watsco, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
WW / WW International, Inc.
CMF / iShares Trust - iShares California Muni Bond ETF
AMER / Emles Trust - Emles Made in America ETF
PTLC / Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
APA / APA Corporation
GSBD / Goldman Sachs BDC, Inc.
ICF / iShares Trust - iShares Select U.S. REIT ETF
SYK / Stryker Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
TAMUX / Transamerica Funds - Transamerica Intermediate Municipal Class A
SWPPX / Schwab Capital Trust - Schwab S&P 500 Index Fund
LVMUY / LVMH Moët Hennessy - Louis Vuitton, Société Européenne - Depositary Receipt (Common Stock)
VUG / Vanguard Index Funds - Vanguard Growth ETF
PNC / The PNC Financial Services Group, Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
BIT / BlackRock Multi-Sector Income Trust
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
FIGS / FIGS, Inc.
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
EXPE / Expedia Group, Inc.
VNCE / Vince Holding Corp.
CNDT / Conduent Incorporated
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
US9220312089 / MFUND
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
ACHR / Archer Aviation Inc.
HSIC / Henry Schein, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
RBLX / Roblox Corporation
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
BBH / VanEck ETF Trust - VanEck Biotech ETF
RBLD / First Trust Exchange-Traded Fund II - First Trust Alerian U.S. NextGen Infrastructure ETF
US0570716078 / BAIRD-IN MUN-INS
US04045F6346 / ARIS-STR INC-I2
MTB / M&T Bank Corporation
DFH / Dream Finders Homes, Inc.
CTAS / Cintas Corporation
AMP / Ameriprise Financial, Inc.
HMOP / Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF
HUBS / HubSpot, Inc.
PINS / Pinterest, Inc.
MDT / Medtronic plc
IP / International Paper Company
NKX / Nuveen California AMT-Free Quality Municipal Income Fund
IDU / iShares Trust - iShares U.S. Utilities ETF
PRI / Primerica, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
TAP / Molson Coors Beverage Company
KO / The Coca-Cola Company
MCHI / iShares Trust - iShares MSCI China ETF
AVGO / Broadcom Inc.
THO / THOR Industries, Inc.
SPB / Spectrum Brands Holdings, Inc.
SFTBY / SoftBank Group Corp. - Depositary Receipt (Common Stock)
ABG / Asbury Automotive Group, Inc.
PLD / Prologis, Inc.
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
TCNNF / Trulieve Cannabis Corp.
XRX / Xerox Holdings Corporation
GIS / General Mills, Inc.
SHW / The Sherwin-Williams Company
CRNC / Cerence Inc.
SWKS / Skyworks Solutions, Inc.
VASGX / Vanguard Star Funds - Vanguard Lifestrategy Growth Fund
PHM / PulteGroup, Inc.
KBWY / Invesco Exchange-Traded Fund Trust II - Invesco KBW Premium Yield Equity REIT ETF
BBSI / Barrett Business Services, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
PBF / PBF Energy Inc.
AAON / AAON, Inc.
EMR / Emerson Electric Co.
AWK / American Water Works Company, Inc.
TPR / Tapestry, Inc.
MLN / VanEck ETF Trust - VanEck Long Muni ETF
X / United States Steel Corporation
HON / Honeywell International Inc.
CGXU / Capital Group International Focus Equity ETF
MU / Micron Technology, Inc.
CNS / Cohen & Steers, Inc.
MRK / Merck & Co., Inc.
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
GLD / SPDR Gold Trust
LEN / Lennar Corporation
AAPL / Apple Inc.
NBR / Nabors Industries Ltd.
JBL / Jabil Inc.
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
CGBL / Capital Group Core Balanced ETF
WOOF / Petco Health and Wellness Company, Inc.
IDV / iShares Trust - iShares International Select Dividend ETF
JHSC / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
DFSTX / Dfa Investment Dimensions Group Inc - DFA U.S. Small Cap Portfolio
DFIEX / Dfa Investment Dimensions Group Inc - DFA International Core Equity Portfolio
KALU / Kaiser Aluminum Corporation
DFQTX / Dfa Investment Dimensions Group Inc - DFA U.S. Core Equity 2 Portfolio
SIRI / Sirius XM Holdings Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
JAVA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
INEQ / Columbia ETF Trust I - Columbia International Equity Income ETF
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
GM / General Motors Company
TIP / iShares Trust - iShares TIPS Bond ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
EXPO / Exponent, Inc.
CARR / Carrier Global Corporation
RDFN / Redfin Corporation
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
CFA / Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
LTRN / Lantern Pharma Inc.
WNS / WNS (Holdings) Limited
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
ZM / Zoom Communications Inc.
DCGO / DocGo Inc.
JHMD / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
DKNG / DraftKings Inc.
CRK / Comstock Resources, Inc.
EQIN / Columbia ETF Trust I - Columbia U.S. Equity Income ETF
DWX / SPDR Index Shares Funds - SPDR S&P International Dividend ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
SILO / Silo Pharma, Inc.
EZBC / Franklin Templeton Digital Holdings Trust - Franklin Bitcoin ETF
BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF
HYDR / Global X Funds - Global X Hydrogen ETF
CRON / Cronos Group Inc.
SMMU / PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
OEF / iShares Trust - iShares S&P 100 ETF
SGOVX / First Eagle Funds - First Eagle Overseas Fund Class A
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
DLX / Deluxe Corporation
ALLY / Ally Financial Inc.
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
IFF / International Flavors & Fragrances Inc.
BX / Blackstone Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
MDAI / Spectral AI, Inc.
SYFI / AB Active ETFs, Inc. - AB Short Duration High Yield ETF
ETN / Eaton Corporation plc
DAL / Delta Air Lines, Inc.
SSYS / Stratasys Ltd.
LEVI / Levi Strauss & Co.
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth 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
IGM / iShares Trust - iShares Expanded Tech Sector ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
CBRE / CBRE Group, Inc.
PYPL / PayPal Holdings, Inc.
US46645V6754 / JPM-EQ PR IN-I
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
LYB / LyondellBasell Industries N.V.
BTT / Blackrock Municipal 2030 Target Term Trust
PRHSX / T. Rowe Price Health Sciences Fund Inc - T. Rowe Price Health Sciences Fund
ENB / Enbridge Inc.
DOCS / Doximity, Inc.
DBA / Invesco DB Multi-Sector Commodity Trust - Invesco DB Agriculture Fund
UNH / UnitedHealth Group Incorporated
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
FPEI / First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF
ALSN / Allison Transmission Holdings, Inc.
FCAL / First Trust Exchange-Traded Fund III - First Trust California Municipal High Income ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
US2332038684 / DFA Large Cap International Portfolio
XYZ / Block, Inc.
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
IYF / iShares Trust - iShares U.S. Financials ETF
CGDV / Capital Group Dividend Value ETF
PCOR / Procore Technologies, Inc.
AXON / Axon Enterprise, Inc.
SBUX / Starbucks Corporation
IPAY / Amplify ETF Trust - Amplify Digital Payments ETF
IYE / iShares Trust - iShares U.S. Energy ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
SMR / NuScale Power Corporation
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
MCK / McKesson Corporation
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
BLDP / Ballard Power Systems Inc.
VNM / VanEck ETF Trust - VanEck Vietnam ETF
TDOC / Teladoc Health, Inc.
SGENX / First Eagle Funds - First Eagle Global Fund Class A
CMCSA / Comcast Corporation
NOV / NOV Inc.
CPRT / Copart, Inc.
MXL / MaxLinear, Inc.
AEP / American Electric Power Company, Inc.
RY / Royal Bank of Canada
EVLV / Evolv Technologies Holdings, Inc.
BNPQY / BNP Paribas SA - Depositary Receipt (Common Stock)
IBB / iShares Trust - iShares Biotechnology ETF
MLM / Martin Marietta Materials, Inc.
BNTX / BioNTech SE - Depositary Receipt (Common Stock)
VAW / Vanguard World Fund - Vanguard Materials ETF
RIV / RiverNorth Opportunities Fund, Inc.
CMI / Cummins Inc.
TRPA / Hartford Funds Exchange-Traded Trust - Hartford AAA CLO ETF
WDAY / Workday, Inc.
BRK.B / Berkshire Hathaway Inc.
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
MED / Medifast, Inc.
XCEM / Columbia ETF Trust II - Columbia EM Core ex-China ETF
FI / Fiserv, Inc.
LSBRX / Loomis Sayles Funds I - Loomis Sayles Bond Fund Retail Class
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
PLSE / Pulse Biosciences, Inc.
PDD / PDD Holdings Inc. - Depositary Receipt (Common Stock)
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
DFCEX / Dfa Investment Dimensions Group Inc - DFA Emerging Markets Core Equity Portfolio
ITW / Illinois Tool Works Inc.
CALM / Cal-Maine Foods, Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
SOXX / iShares Trust - iShares Semiconductor ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
PSX / Phillips 66
EIM / Eaton Vance Municipal Bond Fund
EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF
FNIAX / Fidelity Contrafund - Fidelity Advisor New Insights Class A
FEOTX / First Eagle Overseas Fund
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
DFP / Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.
VAL.WS / Valaris Limited - Equity Warrant
KIND / Nextdoor Holdings, Inc.
MIGFX / Massachusetts Investors Growth Stock Fund - Massachusetts Investors Growth Stock Fund Class A
WES / Western Midstream Partners, LP - Limited Partnership
US797356ET53 / San Diego Unified School District
PK / Park Hotels & Resorts Inc.
ABR / Arbor Realty Trust, Inc.
ISTIX / Ivy Funds - Delaware Ivy Science & Technology Fd USD Cls I
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
MAR / Marriott International, Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
AMZN / Amazon.com, Inc.
BHM / Bluerock Homes Trust, Inc.
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
NOW / ServiceNow, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
SPXC / SPX Technologies, Inc.
BWA / BorgWarner Inc.
SURE / AdvisorShares Trust - AdvisorShares Insider Advantage ETF
ANIX / Anixa Biosciences, Inc.
SVAL / iShares Trust - iShares US Small Cap Value Factor ETF
MUB / iShares Trust - iShares National Muni Bond ETF
VWIAX / Vanguard Wellesley Income Fund - Vanguard Wellesley Admiral Class
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
UTF / Cohen & Steers Infrastructure Fund, Inc
SOUN / SoundHound AI, Inc.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
JEF / Jefferies Financial Group Inc.
WSM / Williams-Sonoma, Inc.
SNPS / Synopsys, Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
PBJ / Invesco Exchange-Traded Fund Trust - Invesco Food & Beverage ETF
PTH / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Healthcare Momentum ETF
INTU / Intuit Inc.
PNQI / Invesco Exchange-Traded Fund Trust - Invesco NASDAQ Internet ETF
CP / Canadian Pacific Kansas City Limited
PL / Planet Labs PBC
REFI / Chicago Atlantic Real Estate Finance, Inc.
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
SFL / SFL Corporation Ltd.
RISN / Northern Lights Fund Trust IV - Inspire Tactical Balanced ETF
MA / Mastercard Incorporated
REZI / Resideo Technologies, Inc.
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
HTHIY / Hitachi, Ltd. - Depositary Receipt (Common Stock)
NUE / Nucor Corporation
UBS / UBS Group AG
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
EXE / Expand Energy Corporation
WY / Weyerhaeuser Company
COST / Costco Wholesale Corporation
GS / The Goldman Sachs Group, Inc.
SECT / Northern Lights Fund Trust IV - Main Sector Rotation ETF
CGDG / Capital Group Dividend Growers ETF
ROK / Rockwell Automation, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
RDDT / Reddit, Inc.
CHWY / Chewy, Inc.
O / Realty Income Corporation
CTVA / Corteva, Inc.
ROP / Roper Technologies, Inc.
HGV / Hilton Grand Vacations Inc.
GOOGL / Alphabet Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
VRT / Vertiv Holdings Co
BTBT / Bit Digital, Inc.
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
HLT / Hilton Worldwide Holdings Inc.
MBC / MasterBrand, Inc.
TSN / Tyson Foods, Inc.
JPM / JPMorgan Chase & Co.
JAZZ / Jazz Pharmaceuticals plc
IRBT / iRobot Corporation
MSI / Motorola Solutions, Inc.
GNRC / Generac Holdings Inc.
OKE / ONEOK, Inc.
DJT / Trump Media & Technology Group Corp.
TMUS / T-Mobile US, Inc.
VTRS / Viatris Inc.
OGE / OGE Energy Corp.
ADM / Archer-Daniels-Midland Company
PLUG / Plug Power Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
EDIT / Editas Medicine, Inc.
MRP / Millrose Properties, Inc.
PHIN / PHINIA Inc.
CSCO / Cisco Systems, Inc.
WBA / Walgreens Boots Alliance, Inc.
ETR / Entergy Corporation
ADP / Automatic Data Processing, Inc.
TJX / The TJX Companies, Inc.
YUMC / Yum China Holdings, Inc.
SIG / Signet Jewelers Limited
SHAK / Shake Shack Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
PAAS / Pan American Silver Corp.
EOG / EOG Resources, Inc.
PAYX / Paychex, Inc.
WOLF / Wolfspeed, Inc.
FL / Foot Locker, Inc.
GILD / Gilead Sciences, Inc.
SLV / iShares Silver Trust
MSTR / Strategy Inc
TT / Trane Technologies plc
FXG / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Staples AlphaDEX Fund
RTX / RTX Corporation
GRRR / Gorilla Technology Group Inc.
BLDR / Builders FirstSource, Inc.
DRI / Darden Restaurants, Inc.
STE / STERIS plc
FOXA / Fox Corporation
SWAXX / Schwab Value Advantage Money Fund
IQ / iQIYI, Inc. - Depositary Receipt (Common Stock)
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
SHOP / Shopify Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
HTAB / Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF
LW / Lamb Weston Holdings, Inc.
HE / Hawaiian Electric Industries, Inc.
BMN / Blackrock 2037 Municipal Target Term Trust
KORP / American Century ETF Trust - American Century Diversified Corporate Bond ETF
SWSSX / Schwab Capital Trust - Schwab Small-Cap Index Fund
IVW / iShares Trust - iShares S&P 500 Growth ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
MUST / Columbia ETF Trust I - Columbia Multi-Sector Municipal Income ETF
EA / Electronic Arts Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
SNAP / Snap Inc.
COHR / Coherent Corp.
LMT / Lockheed Martin Corporation
PATH / UiPath Inc.
IPWR / Ideal Power Inc.
IXN / iShares Trust - iShares Global Tech ETF
FMHI / First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF
CRBN / iShares Trust - iShares MSCI ACWI Low Carbon Target ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
AYI / Acuity Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
AWI / Armstrong World Industries, Inc.
AKREX / Professionally Managed Portfolios - Akre Focus Retail Class
TMSL / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
LOW / Lowe's Companies, Inc.
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
SOLV / Solventum Corporation
TAXF / American Century ETF Trust - American Century Diversified Municipal Bond ETF
PEP / PepsiCo, Inc.
ETHO / Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
TXN / Texas Instruments Incorporated
SYY / Sysco Corporation
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
RGR / Sturm, Ruger & Company, Inc.
OGN / Organon & Co.
CCD / Calamos Dynamic Convertible and Income Fund
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
OKTA / Okta, Inc.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
EVRG / Evergy, Inc.
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
URI / United Rentals, Inc.
SCHW / The Charles Schwab Corporation
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
EHC / Encompass Health Corporation
DIS / The Walt Disney Company
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
DFLVX / Dfa Investment Dimensions Group Inc - DFA U.S. Large Cap Value Portfolio
FDLO / Fidelity Covington Trust - Fidelity Low Volatility Factor ETF
VRTX / Vertex Pharmaceuticals Incorporated
KKR / KKR & Co. Inc.
SYNA / Synaptics Incorporated
CHD / Church & Dwight Co., Inc.
MC / Moelis & Company
CRUS / Cirrus Logic, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
SPLB / SPDR Series Trust - SPDR Portfolio Long Term Corporate Bond ETF
FOXF / Fox Factory Holding Corp.
GE / General Electric Company
HOPE / Hope Bancorp, Inc.
DFEMX / Dfa Investment Dimensions Group Inc - DFA Emerging Markets Portfolio I
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
MPWR / Monolithic Power Systems, Inc.
SDIV / Global X Funds - Global X SuperDividend ETF
BCPC / Balchem Corporation
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
MGLD / The Marygold Companies, Inc.
GQGPX / Advisors Inner Circle Fund III - Gqg Partners Emerging Markets Equity Fund Class Investor
LNG / Cheniere Energy, Inc.
HILYX / Hartford Mutual Funds Inc - Hartford International Value Fund Class Y
TMO / Thermo Fisher Scientific Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
FTXN / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Oil & Gas ETF
AMGN / Amgen Inc.
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
BSIIX / BlackRock Funds V - Strategic Income Opportunities Portfolio Institutional
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
MPC / Marathon Petroleum Corporation
DD / DuPont de Nemours, Inc.
BMY / Bristol-Myers Squibb Company
ATAI / Atai Life Sciences N.V.
CEF / Sprott Physical Gold and Silver Trust
NVNO / enVVeno Medical Corporation
NSP / Insperity, Inc.
DLR / Digital Realty Trust, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
NWL / Newell Brands Inc.
DELL / Dell Technologies Inc.
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF
BYND / Beyond Meat, Inc.
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
BST / BlackRock Science and Technology Trust
DFAPX / Dfa Investment Dimensions Group Inc - DFA Investment Grade Portfolio
QLTA / iShares Trust - iShares Aaa - A Rated Corporate Bond ETF
HUBG / Hub Group, Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
CMG / Chipotle Mexican Grill, Inc.
AOUT / American Outdoor Brands, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
IYW / iShares Trust - iShares U.S. Technology ETF
JHML / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
CF / CF Industries Holdings, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
RIVN / Rivian Automotive, Inc.
ALAR / Alarum Technologies Ltd. - Depositary Receipt (Common Stock)
DFSVX / Dfa Investment Dimensions Group Inc - DFA U.S. Small Cap Value Portfolio
ABBV / AbbVie Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
BFZ / BlackRock California Municipal Income Trust
ECL / Ecolab Inc.
PG / The Procter & Gamble Company
OBE / Obsidian Energy Ltd.
GROW / U.S. Global Investors, Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
TBCH / Turtle Beach Corporation
CHTR / Charter Communications, Inc.
ON / ON Semiconductor Corporation
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
MCO / Moody's Corporation
VTS / Vitesse Energy, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
IYJ / iShares Trust - iShares U.S. Industrials ETF
AIZ / Assurant, Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
LUMN / Lumen Technologies, Inc.
BKR / Baker Hughes Company
SLF / Sun Life Financial Inc.
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
DORM / Dorman Products, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
PWR / Quanta Services, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
FDX / FedEx Corporation
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
RWX / SPDR Index Shares Funds - SPDR Dow Jones International Real Estate ETF
WELL / Welltower Inc.
PM / Philip Morris International Inc.
NIE / Virtus Equity & Convertible Income Fund
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
BTCO / Invesco Galaxy Bitcoin ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
AAL / American Airlines Group Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
PFE / Pfizer Inc.
UNP / Union Pacific Corporation
RUSHB / Rush Enterprises, Inc.
ARES / Ares Management Corporation
QTUM / ETF Series Solutions - Defiance Quantum ETF
AMAT / Applied Materials, Inc.
SPOT / Spotify Technology S.A.
TPC / Tutor Perini Corporation
CDNS / Cadence Design Systems, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
SMG / The Scotts Miracle-Gro Company
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
MDY / SPDR S&P MidCap 400 ETF Trust
VHT / Vanguard World Fund - Vanguard Health Care ETF
HIG / The Hartford Insurance Group, Inc.
CNI / Canadian National Railway Company
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
FUMB / First Trust Exchange-Traded Fund III - First Trust Ultra Short Duration Municipal ETF
V / Visa Inc.
CRDO / Credo Technology Group Holding Ltd
MMC / Marsh & McLennan Companies, Inc.
WFC / Wells Fargo & Company
SPGI / S&P Global Inc.
PBI / Pitney Bowes Inc.
AMT / American Tower Corporation
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
ETON / Eton Pharmaceuticals, Inc.
OXY / Occidental Petroleum Corporation
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
HTRB / Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
IYM / iShares Trust - iShares U.S. Basic Materials ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
AIVL / WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
DXCM / DexCom, Inc.
RMD / ResMed Inc.
FXR / First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund
APD / Air Products and Chemicals, Inc.
MNST / Monster Beverage Corporation
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
AFNIX / Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class I
INMB / INmune Bio, Inc.
KYN / Kayne Anderson Energy Infrastructure Fund, Inc.
FBIN / Fortune Brands Innovations, Inc.
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
ANET / Arista Networks Inc
JETS / ETF Series Solutions - U.S. Global Jets ETF
FCX / Freeport-McMoRan Inc.
MOO / VanEck ETF Trust - VanEck Agribusiness ETF
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
RIG / Transocean Ltd.
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
ACV / Virtus Diversified Income & Convertible Fund
IAU / iShares Gold Trust
UBER / Uber Technologies, Inc.
CME / CME Group Inc.
F / Ford Motor Company
PH / Parker-Hannifin Corporation
EW / Edwards Lifesciences Corporation
YEAR / AB Active ETFs, Inc. - AB Ultra Short Income ETF
VEGI / iShares, Inc. - iShares MSCI Agriculture Producers ETF
LCII / LCI Industries
PARA / Paramount Global
DSL / DoubleLine Income Solutions Fund
MDB / MongoDB, Inc.
DBLTX / Doubleline Funds Trust - DoubleLine Total Return Bond Fund Class I
JOBY / Joby Aviation, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund
IWM / iShares Trust - iShares Russell 2000 ETF
US0570716565 / BAIRD-CORE IN-US
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
VZ / Verizon Communications Inc.
BMRN / BioMarin Pharmaceutical Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
CSQ / Calamos Strategic Total Return Fund
IWB / iShares Trust - iShares Russell 1000 ETF
SMB / VanEck ETF Trust - VanEck Short Muni ETF
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
CTM / Castellum, Inc.
SWBI / Smith & Wesson Brands, Inc.
BALL / Ball Corporation
ACN / Accenture plc
NWSA / News Corporation
ALL / The Allstate Corporation
KAI / Kadant Inc.
IDCC / InterDigital, Inc.
DVN / Devon Energy Corporation
ORLY / O'Reilly Automotive, Inc.
UAL / United Airlines Holdings, Inc.
DY / Dycom Industries, Inc.
JXN / Jackson Financial Inc.
CELH / Celsius Holdings, Inc.
PGR / The Progressive Corporation
IOSP / Innospec Inc.
ZIMV / ZimVie Inc.
AGI / Alamos Gold Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
MELI / MercadoLibre, Inc.
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
PSLV / Sprott Physical Silver Trust
PLTR / Palantir Technologies Inc.
STX / Seagate Technology Holdings plc
XPO / XPO, Inc.
IGE / iShares Trust - iShares North American Natural Resources ETF
CHRW / C.H. Robinson Worldwide, Inc.
AFRM / Affirm Holdings, Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
MLI / Mueller Industries, Inc.
SO / The Southern Company
CMPS / COMPASS Pathways plc - Depositary Receipt (Common Stock)
MBB / iShares Trust - iShares MBS ETF
AIG / American International Group, Inc.
TRMB / Trimble Inc.
DLTR / Dollar Tree, Inc.
BK / The Bank of New York Mellon Corporation
DIAL / Columbia Threadneedle Investments - Columbia Diversified Fixed Income Allocation ETF Fund
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
CFLT / Confluent, Inc.
KMB / Kimberly-Clark Corporation
COR / Cencora, Inc.
AMD / Advanced Micro Devices, Inc.
CAT / Caterpillar Inc.
GEV / GE Vernova Inc.
WBD / Warner Bros. Discovery, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
CI / The Cigna Group
BDX / Becton, Dickinson and Company
PANW / Palo Alto Networks, Inc.
APH / Amphenol Corporation
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
BKNG / Booking Holdings Inc.
IBM / International Business Machines Corporation
REGN / Regeneron Pharmaceuticals, Inc.
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
ABT / Abbott Laboratories
GSK / GSK plc - Depositary Receipt (Common Stock)
OPEN / Opendoor Technologies Inc.
VIAV / Viavi Solutions Inc.
CVX / Chevron Corporation
QCOM / QUALCOMM Incorporated
BCLI / Brainstorm Cell Therapeutics Inc.
VEEV / Veeva Systems Inc.
IYY / iShares Trust - iShares Dow Jones U.S. ETF
JNJ / Johnson & Johnson
HD / The Home Depot, Inc.
YUM / Yum! Brands, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
MMM / 3M Company
GBTC / Grayscale Bitcoin Trust (BTC)
TLRY / Tilray Brands, Inc.
MNKD / MannKind Corporation
IHG / InterContinental Hotels Group PLC - Depositary Receipt (Common Stock)
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
NU / Nu Holdings Ltd.
JBLU / JetBlue Airways Corporation
CRSP / CRISPR Therapeutics AG
NVDA / NVIDIA Corporation
GEHC / GE HealthCare Technologies Inc.
NEE / NextEra Energy, Inc.
ORA / Ormat Technologies, Inc.
LIN / Linde plc
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
GNL / Global Net Lease, Inc.
MSF / Microsoft Corporation
CL / Colgate-Palmolive Company
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
OVV / Ovintiv Inc.
AXP / American Express Company
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
ADI / Analog Devices, Inc.
GOOG / Alphabet Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
SPCE / Virgin Galactic Holdings, Inc.
TEAM / Atlassian Corporation
WYNN / Wynn Resorts, Limited
DIA / SPDR Dow Jones Industrial Average ETF Trust
ULTA / Ulta Beauty, Inc.
MDLZ / Mondelez International, Inc.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
UPS / United Parcel Service, Inc.
KHC / The Kraft Heinz Company
MCD / McDonald's Corporation
TSCO / Tractor Supply Company
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
NCLH / Norwegian Cruise Line Holdings Ltd.
Z / Zillow Group, Inc.
IDNA / iShares Trust - iShares Genomics Immunology and Healthcare ETF
WFRD / Weatherford International plc
AJG / Arthur J. Gallagher & Co.
RYLD / Global X Funds - Global X Russell 2000 Covered Call ETF
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
LVS / Las Vegas Sands Corp.
ALB / Albemarle Corporation
TSLA / Tesla, Inc.
USB / U.S. Bancorp
AZO / AutoZone, Inc.
LLY / Eli Lilly and Company
WEED / Canopy Growth Corporation
FXO / First Trust Exchange-Traded AlphaDEX Fund - First Trust Financials AlphaDEX Fund
DDOG / Datadog, Inc.
WMT / Walmart Inc.
WMB / The Williams Companies, Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
PRCT / PROCEPT BioRobotics Corporation
QQQ / Invesco QQQ Trust, Series 1
BIIB / Biogen Inc.
HPE / Hewlett Packard Enterprise Company
ATOM / Atomera Incorporated
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SIMO / Silicon Motion Technology Corporation - Depositary Receipt (Common Stock)
WAB / Westinghouse Air Brake Technologies Corporation
DWM / WisdomTree Trust - WisdomTree International Equity Fund
CRWD / CrowdStrike Holdings, Inc.
FLGV / Franklin Templeton ETF Trust - Franklin U.S. Treasury Bond ETF
CVS / CVS Health Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
AES / The AES Corporation
NKE / NIKE, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
CTSH / Cognizant Technology Solutions Corporation
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
ATO / Atmos Energy Corporation
DE / Deere & Company
VLO / Valero Energy Corporation
JCI / Johnson Controls International plc
CRM / Salesforce, Inc.
AA / Alcoa Corporation
MMS / Maximus, Inc.
TGT / Target Corporation
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
LYFT / Lyft, Inc.
META / Meta Platforms, Inc.
XOM / Exxon Mobil Corporation
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
GPC / Genuine Parts Company
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
ENPH / Enphase Energy, Inc.
CLF / Cleveland-Cliffs Inc.
GRMN / Garmin Ltd.
SNOW / Snowflake Inc.
HPQ / HP Inc.
TTWO / Take-Two Interactive Software, Inc.
KD / Kyndryl Holdings, Inc.
VSAT / Viasat, Inc.
LUV / Southwest Airlines Co.
BSX / Boston Scientific Corporation
EIS / iShares, Inc. - iShares MSCI Israel ETF
NFLX / Netflix, Inc.
T / AT&T Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
WHR / Whirlpool Corporation
LRCX / Lam Research Corporation
PENN / PENN Entertainment, Inc.
GLW / Corning Incorporated
CCL / Carnival Corporation & plc
LAZR / Luminar Technologies, Inc.
INDA / iShares Trust - iShares MSCI India ETF
NXPI / NXP Semiconductors N.V.
AON / Aon plc
DOCU / DocuSign, Inc.
RVTY / Revvity, Inc.
MARA / MARA Holdings, Inc.
LULU / lululemon athletica inc.
TDG / TransDigm Group Incorporated
PFF / iShares Trust - iShares Preferred and Income Securities ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
QNCX / Quince Therapeutics, Inc.
SFM / Sprouts Farmers Market, Inc.
TOST / Toast, Inc.
MRNA / Moderna, Inc.
NEM / Newmont Corporation
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
KTOS / Kratos Defense & Security Solutions, Inc.
ORCL / Oracle Corporation
INTC / Intel Corporation
KULR / KULR Technology Group, Inc.
MRVL / Marvell Technology, Inc.
BA / The Boeing Company
US69329Y1047 / PDL BioPharma, Inc.
C / Citigroup Inc. - Corporate Bond/Note
BCRX / BioCryst Pharmaceuticals, Inc.
OTLY / Oatly Group AB - Depositary Receipt (Common Stock)
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
SLB / Schlumberger Limited
PRU / Prudential Financial, Inc.
NLR / VanEck ETF Trust - VanEck Uranium+Nuclear Energy ETF
LNSTY / London Stock Exchange Group plc - Depositary Receipt (Common Stock)
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
ZBH / Zimmer Biomet Holdings, Inc.
US4812C03811 / JPMORGAN CORE BOND-I
UPST / Upstart Holdings, Inc.