Market Value2,144,493
Total Holdings827
File Date2023-08-16
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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Note this is an amended filing that contain additional holdings that were omitted from a previous filing. This is not likely to be an accurate picture of the total holdings of this firm.

Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
BAH / Booz Allen Hamilton Holding Corporation
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
EXPD / Expeditors International of Washington, Inc.
VLY / Valley National Bancorp
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
JPM / JPMorgan Chase & Co.
ARCC / Ares Capital Corporation
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
GM / General Motors Company
CI / The Cigna Group
CHPT / ChargePoint Holdings, Inc.
GE / General Electric Company
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
TGT / Target Corporation
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
GLW / Corning Incorporated
JPEM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF
ORCL / Oracle Corporation
XBJA / Innovator ETFs Trust - Innovator U.S. Equity Accelerated 9 Buffer ETF - January
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
CSCO / Cisco Systems, Inc.
LUV / Southwest Airlines Co.
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
SPEU / SPDR Index Shares Funds - SPDR Portfolio Europe ETF
CVS / CVS Health Corporation
FFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - February
IXN / iShares Trust - iShares Global Tech ETF
CFFN / Capitol Federal Financial, Inc.
BBAG / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Aggregate Bond ETF
SNPS / Synopsys, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
BUFD / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF
CCI / Crown Castle Inc.
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
ZS / Zscaler, Inc.
DMAR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - March
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
HTRB / Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF
AMD / Advanced Micro Devices, Inc.
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
SHOP / Shopify Inc.
ISUN / iSun, Inc.
FIVE / Five Below, Inc.
EW / Edwards Lifesciences Corporation
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
LH / Labcorp Holdings Inc.
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
BNDW / Vanguard Scottsdale Funds - Vanguard Total World Bond ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
HDG / ProShares Trust - ProShares Hedge Replication ETF
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
TW / Tradeweb Markets Inc.
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
WWJD / Northern Lights Fund Trust IV - Inspire International ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
OKE / ONEOK, Inc.
TREX / Trex Company, Inc.
IWX / iShares Trust - iShares Russell Top 200 Value ETF
MARZ / Elevation Series Trust - TrueShares Structured Outcome (March) ETF
ABNB / Airbnb, Inc.
NKE / NIKE, Inc.
ISCG / iShares Trust - iShares Morningstar Small-Cap Growth ETF
SOXX / iShares Trust - iShares Semiconductor ETF
EWH / iShares, Inc. - iShares MSCI Hong Kong ETF
BAUG / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - August
KMB / Kimberly-Clark Corporation
CF / CF Industries Holdings, Inc.
MNST / Monster Beverage Corporation
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
CTEC / Global X Funds - Global X CleanTech ETF
SECT / Northern Lights Fund Trust IV - Main Sector Rotation ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
ALTL / Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
TRV / The Travelers Companies, Inc.
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
NVDA / NVIDIA Corporation
CLOU / Global X Funds - Global X Cloud Computing ETF
HYGH / iShares U.S. ETF Trust - iShares Interest Rate Hedged High Yield Bond ETF
CLMT / Calumet, Inc.
NVTAQ / Invitae Corporation
GLD / SPDR Gold Trust
MAR / Marriott International, Inc.
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XWEB / SPDR Series Trust - SPDR S&P Internet ETF
PYPL / PayPal Holdings, Inc.
KEYS / Keysight Technologies, Inc.
COP / ConocoPhillips
TXT / Textron Inc.
ON / ON Semiconductor Corporation
IVT / InvenTrust Properties Corp.
ELF / e.l.f. Beauty, Inc.
LGLV / SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF
AVGO / Broadcom Inc.
BEN / Franklin Resources, Inc.
ATO / Atmos Energy Corporation
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
IDCC / InterDigital, Inc.
CRL / Charles River Laboratories International, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
MAS / Masco Corporation
IBHD / iShares Trust - iShares iBonds 2024 Term High Yield and Income ETF
CHE / Chemed Corporation
SHV / iShares Trust - iShares Short Treasury Bond ETF
EXC / Exelon Corporation
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
RMM / Rivernorth Managed Duration Municipal Income Fund Inc.
FINX / Global X Funds - Global X FinTech ETF
EVRG / Evergy, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
WMB / The Williams Companies, Inc.
O / Realty Income Corporation
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
FTLS / First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
RACE / Ferrari N.V.
LNTH / Lantheus Holdings, Inc.
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
DNOV / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - November
ALLE / Allegion plc
IAPR / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - April
DAUG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - August
YUMC / Yum China Holdings, Inc.
AEE / Ameren Corporation
WCC / WESCO International, Inc.
GS / The Goldman Sachs Group, Inc.
AN / AutoNation, Inc.
RNRG / Global X Funds - Global X Renewable Energy Producers ETF
NUSI / NEOS ETF Trust - NEOS Nasdaq-100 Hedged Equity Income ETF
PXD / Pioneer Natural Resources Company
IYH / iShares Trust - iShares U.S. Healthcare ETF
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
ULTA / Ulta Beauty, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
AZO / AutoZone, Inc.
HOLX / Hologic, Inc.
MMM / 3M Company
XEL / Xcel Energy Inc.
ROP / Roper Technologies, Inc.
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
AEP / American Electric Power Company, Inc.
SMCI / Super Micro Computer, Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
USAC / USA Compression Partners, LP - Limited Partnership
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
NLY / Annaly Capital Management, Inc.
EWA / iShares, Inc. - iShares MSCI Australia ETF
IDAT / iShares Trust - iShares Future Cloud 5G and Tech ETF
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
DEED / First Trust Exchange-Traded Fund VIII - First Trust TCW Securitized Plus ETF
HYLB / DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF
JQC / Nuveen Credit Strategies Income Fund
BN / Brookfield Corporation
BUG / Global X Funds - Global X Cybersecurity ETF
ALB / Albemarle Corporation
BTE / Baytex Energy Corp.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
HRTX / Heron Therapeutics, Inc.
JAVA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
TD N / The Toronto-Dominion Bank
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
NUE / Nucor Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
QQQ / Invesco QQQ Trust, Series 1
IYW / iShares Trust - iShares U.S. Technology ETF
APH / Amphenol Corporation
FTHI / First Trust Exchange-Traded Fund VI - First Trust BuyWrite Income ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
DHR / Danaher Corporation
LCTU / BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
CMI / Cummins Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
WSO / Watsco, Inc.
BMY / Bristol-Myers Squibb Company
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
AMT / American Tower Corporation
HD / The Home Depot, Inc.
PFE / Pfizer Inc.
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
MU / Micron Technology, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
IAU / iShares Gold Trust
ADSK / Autodesk, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
CTVA / Corteva, Inc.
PG / The Procter & Gamble Company
CWH / Camping World Holdings, Inc.
TIPZ / PIMCO ETF Trust - PIMCO Broad U.S. TIPS Index Exchange-Traded Fund
TLRY / Tilray Brands, Inc.
PBR.A / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
UNG / United States Natural Gas Fund, LP - Limited Partnership
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
XSW / SPDR Series Trust - SPDR S&P Software & Services ETF
SYY / Sysco Corporation
SNA / Snap-on Incorporated
TPHD / The Timothy Plan - Timothy Plan High Dividend Stock ETF
DRIV / Global X Funds - Global X Autonomous & Electric Vehicles ETF
DAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - April
URI / United Rentals, Inc.
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
MLN / VanEck ETF Trust - VanEck Long Muni ETF
TMO / Thermo Fisher Scientific Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
AXON / Axon Enterprise, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
COF / Capital One Financial Corporation
CTRA / Coterra Energy Inc.
LEN / Lennar Corporation
BBDC / Barings BDC, Inc.
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
IBM / International Business Machines Corporation
CRWD / CrowdStrike Holdings, Inc.
SPXL / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bull 3X Shares
QCOM / QUALCOMM Incorporated
VMI / Valmont Industries, Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
GOOG / Alphabet Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
ZM / Zoom Communications Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
BX / Blackstone Inc.
NOC / Northrop Grumman Corporation
XMAR / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March
CAT / Caterpillar Inc.
SLV / iShares Silver Trust
IBD / Northern Lights Fund Trust IV - Inspire Corporate Bond ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
DGX / Quest Diagnostics Incorporated
LULU / lululemon athletica inc.
PHYS / Sprott Physical Gold Trust
FXY / Invesco CurrencyShares Japanese Yen Trust
PDI / PIMCO Dynamic Income Fund
ABBV / AbbVie Inc.
AMGN / Amgen Inc.
IRM / Iron Mountain Incorporated
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
BDX / Becton, Dickinson and Company
CBOE / Cboe Global Markets, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
ZTS / Zoetis Inc.
DE / Deere & Company
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
MSFT / Microsoft Corporation
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
CMG / Chipotle Mexican Grill, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
GTO / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Total Return Bond ETF
CSGS / CSG Systems International, Inc.
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
MSCI / MSCI Inc.
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
SBUX / Starbucks Corporation
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
MARB / First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF
CMCSA / Comcast Corporation
FJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - July
DLR / Digital Realty Trust, Inc.
EQIX / Equinix, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
DG / Dollar General Corporation
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
BDEC / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - December
CVX / Chevron Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
WM / Waste Management, Inc.
BA / The Boeing Company
NDAQ / Nasdaq, Inc.
ETN / Eaton Corporation plc
XCEM / Columbia ETF Trust II - Columbia EM Core ex-China ETF
MCK / McKesson Corporation
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
HERO / Global X Funds - Global X Video Games & Esports ETF
TMAT / Northern Lights Fund Trust IV - Main Thematic Innovation ETF
CSX / CSX Corporation
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
DHI / D.R. Horton, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
PSX / Phillips 66
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
ONON / On Holding AG
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
AMAT / Applied Materials, Inc.
HSY / The Hershey Company
AMZN / Amazon.com, Inc.
UNH / UnitedHealth Group Incorporated
SYK / Stryker Corporation
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
C / Citigroup Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
FJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - June
WPC / W. P. Carey Inc.
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
PNC / The PNC Financial Services Group, Inc.
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
CAG / Conagra Brands, Inc.
LMT / Lockheed Martin Corporation
VDE / Vanguard World Fund - Vanguard Energy ETF
HBAN / Huntington Bancshares Incorporated
PSEP / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - September
FISR / SSGA Active Trust - SPDR SSGA Fixed Income Sector Rotation ETF
GD / General Dynamics Corporation
MDLZ / Mondelez International, Inc.
DVN / Devon Energy Corporation
FTNT / Fortinet, Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
NET / Cloudflare, Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
SHW / The Sherwin-Williams Company
SPBO / SPDR Series Trust - SPDR Portfolio Corporate Bond ETF
BR / Broadridge Financial Solutions, Inc.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
PEP / PepsiCo, Inc.
BAB / Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF
QAI / New York Life Investments ETF Trust - NYLI Hedge Multi-Strategy Tracker ETF
JEMA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders Emerging Markets Equity ETF
VRTX / Vertex Pharmaceuticals Incorporated
BKNG / Booking Holdings Inc.
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
PPL / PPL Corporation
RSPN / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Industrials ETF
MSI / Motorola Solutions, Inc.
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
SPGI / S&P Global Inc.
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
META / Meta Platforms, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
MGTX / MeiraGTx Holdings plc
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
PBE / Invesco Exchange-Traded Fund Trust - Invesco Biotechnology & Genome ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
UBER / Uber Technologies, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
FDEC / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - December
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
TXN / Texas Instruments Incorporated
ITW / Illinois Tool Works Inc.
BDCZ / ETRACS MVIS Business Development Companies Index ETN
RTX / RTX Corporation
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
FDX / FedEx Corporation
VEEV / Veeva Systems Inc.
MA / Mastercard Incorporated
LHX / L3Harris Technologies, Inc.
BFEB / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - February
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
EFIV / SPDR Series Trust - SPDR S&P 500 ESG ETF
PINS / Pinterest, Inc.
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
PANW / Palo Alto Networks, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
ADP / Automatic Data Processing, Inc.
APD / Air Products and Chemicals, Inc.
COST / Costco Wholesale Corporation
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
F / Ford Motor Company
SRE / Sempra
PLD / Prologis, Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
HTGC / Hercules Capital, Inc.
HPQ / HP Inc.
FNOV / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - November
PSLV / Sprott Physical Silver Trust
IWB / iShares Trust - iShares Russell 1000 ETF
DIVI / Franklin Templeton ETF Trust - Franklin International Core Dividend Tilt Index ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July
MCD / McDonald's Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
LOW / Lowe's Companies, Inc.
INTC / Intel Corporation
XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF
WNDY / Global X Funds - Global X Wind Energy ETF
CLVT / Clarivate Plc
TGTX / TG Therapeutics, Inc.
CCL / Carnival Corporation & plc
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
BG / Bunge Global SA
MAIN / Main Street Capital Corporation
APA / APA Corporation
TSLA / Tesla, Inc.
MOS / The Mosaic Company
BSMO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Municipal Bond ETF
FEI / First Trust MLP and Energy Income Fund
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
CXSE / WisdomTree Trust - WisdomTree China ex-State-Owned Enterprises Fund
EWGS / BlackRock Institutional Trust Company N.A. - iShares MSCI Germany Small-Cap ETF
ZBRA / Zebra Technologies Corporation
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
LRCX / Lam Research Corporation
CBU / Community Financial System, Inc.
LSCC / Lattice Semiconductor Corporation
CFLT / Confluent, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
ATVI / Activision Blizzard Inc
SOFI / SoFi Technologies, Inc.
RY / Royal Bank of Canada
DJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - January
WBA / Walgreens Boots Alliance, Inc.
MLQD / iShares 5-10 Year Investment Grade Corporate Bond ETF
BCD / abrdn ETFs - abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
NSL / Nuveen Senior Income Fund
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
BP / BP p.l.c. - Depositary Receipt (Common Stock)
GDRX / GoodRx Holdings, Inc.
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
AME / AMETEK, Inc.
BIBL / Northern Lights Fund Trust IV - Inspire 100 ETF
AXP / American Express Company
PIM / Putnam Master Intermediate Income Trust
PFXF / VanEck ETF Trust - VanEck Preferred Securities ex Financials ETF
TJX / The TJX Companies, Inc.
JPIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
XOM / Exxon Mobil Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
MGM / MGM Resorts International
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
TIP / iShares Trust - iShares TIPS Bond ETF
TMHC / Taylor Morrison Home Corporation
GILD / Gilead Sciences, Inc.
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
PAG / Penske Automotive Group, Inc.
REMX / VanEck ETF Trust - VanEck Rare Earth/Strategic Metals ETF
TMUS / T-Mobile US, Inc.
BWA / BorgWarner Inc.
IMMR / Immersion Corporation
HBM / Hudbay Minerals Inc.
VZIO / VIZIO Holding Corp.
AGNC / AGNC Investment Corp.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
BBHY / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
SWAV / Shockwave Medical, Inc.
ACN / Accenture plc
ADBE / Adobe Inc.
OSTK / Overstock.com Inc
PKG / Packaging Corporation of America
FGM / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Germany AlphaDEX Fund
XITK / SPDR Series Trust - SPDR FactSet Innovative Technology ETF
FDS / FactSet Research Systems Inc.
SQ / Block, Inc.
WEC / WEC Energy Group, Inc.
FMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - May
MPW / Medical Properties Trust, Inc.
ALGM / Allegro MicroSystems, Inc.
JPSE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF
QRVO / Qorvo, Inc.
SONO / Sonos, Inc.
FI / Fiserv, Inc.
CDW / CDW Corporation
SCJ / iShares, Inc. - iShares MSCI Japan Small-Cap ETF
TRFK / Pacer Funds Trust - Pacer Data and Digital Revolution ETF
SWK / Stanley Black & Decker, Inc.
FPEI / First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF
POTX / Global X Funds - Global X Cannabis ETF
ORI / Old Republic International Corporation
XBJL / Innovator ETFs Trust - Innovator U.S. Equity Accelerated 9 Buffer ETF - July
XBOC / Innovator ETFs Trust - Innovator U.S. Equity Accelerated 9 Buffer ETF - October
SCHWAB CHARLES FAMILY FD / AMT TAX FREE MNY (808515530)
ZIOP / Alaunos Therapeutics Inc
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
HRB / H&R Block, Inc.
AAON / AAON, Inc.
BGT / BlackRock Floating Rate Income Trust
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
NGD / New Gold Inc.
D / Dominion Energy, Inc.
US958102AP07 / Western Digital Corp Bond
MKSI / MKS Inc.
IAG / IAMGOLD Corporation
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
LPLA / LPL Financial Holdings Inc.
BSMN / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Municipal Bond ETF
IYK / iShares Trust - iShares U.S. Consumer Staples ETF
PACW / Pacwest Bancorp
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
OCSL / Oaktree Specialty Lending Corporation
AL / Air Lease Corporation
BBIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF
RCL / Royal Caribbean Cruises Ltd.
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
SPY / SPDR S&P 500 ETF
ETR / Entergy Corporation
FAUG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - August
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
SMMU / PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
PFF / iShares Trust - iShares Preferred and Income Securities ETF
DUOL / Duolingo, Inc.
CEF / Sprott Physical Gold and Silver Trust
NCLH / Norwegian Cruise Line Holdings Ltd.
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
KLAC / KLA Corporation
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
HEGD / Listed Funds Trust - Swan Hedged Equity US Large Cap ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
GOF / Guggenheim Strategic Opportunities Fund
MBB / iShares Trust - iShares MBS ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
CDNS / Cadence Design Systems, Inc.
NSC / Norfolk Southern Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
QUS / SPDR Series Trust - SPDR MSCI USA StrategicFactors ETF
JPME / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
FXO / First Trust Exchange-Traded AlphaDEX Fund - First Trust Financials AlphaDEX Fund
USB / U.S. Bancorp
BUYW / Northern Lights Fund Trust IV - Main BuyWrite ETF
GOOGL / Alphabet Inc.
ELV / Elevance Health, Inc.
T / AT&T Inc.
OTIS / Otis Worldwide Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
MPC / Marathon Petroleum Corporation
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
MSTB / ETF Series Solutions - LHA Market State Tactical Beta ETF
MDT / Medtronic plc
REM / iShares Trust - iShares Mortgage Real Estate ETF
MDY / SPDR S&P MidCap 400 ETF Trust
REI / Ring Energy, Inc.
ARHS / Arhaus, Inc.
HGBL / Heritage Global Inc.
ALL / The Allstate Corporation
PWR / Quanta Services, Inc.
INTT / inTEST Corporation
TNK / Teekay Tankers Ltd.
NTAP / NetApp, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
LLY / Eli Lilly and Company
WMT / Walmart Inc.
FDHY / Fidelity Covington Trust - Fidelity Enhanced High Yield ETF
K / Kellanova
ILF / iShares Trust - iShares Latin America 40 ETF
V / Visa Inc.
PRU / Prudential Financial, Inc.
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
MRVL / Marvell Technology, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
GPC / Genuine Parts Company
HDV / iShares Trust - iShares Core High Dividend ETF
PHM / PulteGroup, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
DBX / Dropbox, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
CIK / Credit Suisse Asset Management Income Fund, Inc.
NDSN / Nordson Corporation
USTB / Victory Portfolios II - VictoryShares Short-Term Bond ETF
KNTK / Kinetik Holdings Inc.
CSWC / Capital Southwest Corporation
SH / ProShares Trust - ProShares Short S&P500
NOV / NOV Inc.
TYG / Tortoise Energy Infrastructure Corporation
AJXA / Great Ajax Corp. - Preferred Security
RVTY / Revvity, Inc.
BXSL / Blackstone Secured Lending Fund
MP / MP Materials Corp.
IBTD / iShares Trust - iShares iBonds Dec 2023 Term Treasury ETF
TEAF / Ecofin Sustainable and Social Impact Term Fund
GSBD / Goldman Sachs BDC, Inc.
TIPX / SPDR Series Trust - SPDR Bloomberg 1-10 Year TIPS ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
YUM / Yum! Brands, Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
CTSH / Cognizant Technology Solutions Corporation
ANET / Arista Networks Inc
DRI / Darden Restaurants, Inc.
GTLS / Chart Industries, Inc.
TPLC / The Timothy Plan - Timothy Plan US Large/Mid Cap Core ETF
PAYC / Paycom Software, Inc.
STE / STERIS plc
PII / Polaris Inc.
MO / Altria Group, Inc.
SEM / Select Medical Holdings Corporation
SO / The Southern Company
MEAR / iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond Active ETF
CLH / Clean Harbors, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
WFC / Wells Fargo & Company
CFB / CrossFirst Bankshares, Inc.
JBL / Jabil Inc.
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
PTNQ / Pacer Funds Trust - Pacer Trendpilot 100 ETF
CRM / Salesforce, Inc.
IQV / IQVIA Holdings Inc.
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
FDMO / Fidelity Covington Trust - Fidelity Momentum Factor ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
KO / The Coca-Cola Company
MPLX / MPLX LP - Limited Partnership
OIH / VanEck ETF Trust - VanEck Oil Services ETF
SCI / Service Corporation International
BAM / Brookfield Asset Management Ltd.
CNRG / SPDR Series Trust - SPDR S&P Kensho Clean Power ETF
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
RICK / RCI Hospitality Holdings, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
SWN / Southwestern Energy Company
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
MRNA / Moderna, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
BRKR / Bruker Corporation
HUM / Humana Inc.
THC / Tenet Healthcare Corporation
ARW / Arrow Electronics, Inc.
WELL / Welltower Inc.
FJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January
CMF / iShares Trust - iShares California Muni Bond ETF
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
EMR / Emerson Electric Co.
NEE / NextEra Energy, Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
DUK / Duke Energy Corporation
VTR / Ventas, Inc.
FTRI / First Trust Exchange-Traded Fund II - First Trust Indxx Global Natural Resources Income ETF
SFM / Sprouts Farmers Market, Inc.
GOSS / Gossamer Bio, Inc.
INTU / Intuit Inc.
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
DBMF / Litman Gregory Funds Trust - iMGP DBi Managed Futures Strategy ETF
FNF / Fidelity National Financial, Inc.
POCT / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - October
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
AJG / Arthur J. Gallagher & Co.
TSCO / Tractor Supply Company
SNSR / Global X Funds - Global X Internet of Things ETF
MPWR / Monolithic Power Systems, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
WBD / Warner Bros. Discovery, Inc.
MCO / Moody's Corporation
VEGA / AdvisorShares Trust - AdvisorShares STAR Global Buy-Write ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
JNJ / Johnson & Johnson
KR / The Kroger Co.
ABT / Abbott Laboratories
BALL / Ball Corporation
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
MMSI / Merit Medical Systems, Inc.
MCHP / Microchip Technology Incorporated
ARKK / ARK ETF Trust - ARK Innovation ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
ENB / Enbridge Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
ED / Consolidated Edison, Inc.
ISMD / Northern Lights Fund Trust IV - Inspire Small/Mid Cap ETF
DBAW / DBX ETF Trust - Xtrackers MSCI All World ex US Hedged Equity ETF
PAYX / Paychex, Inc.
FAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - April
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
MINO / PIMCO ETF Trust - PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
DOW / Dow Inc.
BRO / Brown & Brown, Inc.
GSSC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
NFLX / Netflix, Inc.
JPIE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
DVY / iShares Trust - iShares Select Dividend ETF
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
DDEC / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - December
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
FITB / Fifth Third Bancorp
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
LNG / Cheniere Energy, Inc.
HON / Honeywell International Inc.
MNA / New York Life Investments ETF Trust - NYLI Merger Arbitrage ETF
PSR / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Active U.S. Real Estate ETF
COR / Cencora, Inc.
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
ILTB / iShares Trust - iShares Core 10+ Year USD Bond ETF
EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF
PM / Philip Morris International Inc.
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
KMI / Kinder Morgan, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
CORP / PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
JPUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
CTAS / Cintas Corporation
VZ / Verizon Communications Inc.
XLSR / SSGA Active Trust - SPDR SSGA US Sector Rotation ETF
UNP / Union Pacific Corporation
AVB / AvalonBay Communities, Inc.
ROK / Rockwell Automation, Inc.
EDOC / Global X Funds - Global X Telemedicine & Digital Health ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
CLX / The Clorox Company
DFS / Discover Financial Services
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
SAIA / Saia, Inc.
OHI / Omega Healthcare Investors, Inc.
CBSH / Commerce Bancshares, Inc.
WSM / Williams-Sonoma, Inc.
THY / Northern Lights Fund Trust - Toews Agility Shares Dynamic Tactical Income ETF
PECO / Phillips Edison & Company, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
TROW / T. Rowe Price Group, Inc.
UPRO / ProShares Trust - ProShares UltraPro S&P500
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
MELI / MercadoLibre, Inc.
ISRG / Intuitive Surgical, Inc.
DMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - May
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
ORLY / O'Reilly Automotive, Inc.
AVDE / American Century ETF Trust - Avantis International Equity ETF
ROST / Ross Stores, Inc.
LDUR / PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
PSA / Public Storage
EFA / iShares Trust - iShares MSCI EAFE ETF
QLTA / iShares Trust - iShares Aaa - A Rated Corporate Bond ETF
PFFD / Global X Funds - Global X U.S. Preferred ETF
C.WSA / Citigroup, Inc.
TPIF / The Timothy Plan - Timothy Plan International ETF
BHK / BlackRock Core Bond Trust
MRK / Merck & Co., Inc.
BRK.B / Berkshire Hathaway Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
OMC / Omnicom Group Inc.
IGRO / iShares Trust - iShares International Dividend Growth ETF
GIS / General Mills, Inc.
CL / Colgate-Palmolive Company
SPXC / SPX Technologies, Inc.
ET / Energy Transfer LP - Limited Partnership
DECZ / Elevation Series Trust - TrueShares Structured Outcome (December) ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
SHAK / Shake Shack Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
VLO / Valero Energy Corporation
UPS / United Parcel Service, Inc.
MS / Morgan Stanley
ALPP / Alpine 4 Holdings, Inc.
MEDP / Medpace Holdings, Inc.
EMTL / SSGA Active Trust - SPDR DoubleLine Emerging Markets Fixed Income ETF
MILN / Global X Funds - Global X Millennial Consumer ETF
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
SLQT / SelectQuote, Inc.
FMC / FMC Corporation
DIS / The Walt Disney Company
BAC / Bank of America Corporation
KRMA / Global X Funds - Global X Conscious Companies ETF
PLTR / Palantir Technologies Inc.
AAPL / Apple Inc.