Market Value542,899,189
Total Holdings872
File Date2025-01-28
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)
DOL / WisdomTree Trust - WisdomTree International LargeCap Dividend Fund
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
DJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - January
ILMN / Illumina, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IBIT / iShares Bitcoin Trust ETF
AKRO / Akero Therapeutics, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
FJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
TRV / The Travelers Companies, Inc.
YDEC / First Trust Exchange-Traded Fund VIII - FT Vest International Equity Moderate Buffer ETF - December
EXC / Exelon Corporation
DAL / Delta Air Lines, Inc.
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
EVX / VanEck ETF Trust - VanEck Environmental Services ETF
CZR / Caesars Entertainment, Inc.
SHV / iShares Trust - iShares Short Treasury Bond ETF
BX / Blackstone Inc.
BXMT / Blackstone Mortgage Trust, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
ALL / The Allstate Corporation
BB / BlackBerry Limited
GAUG / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - August
BHF / Brighthouse Financial, Inc.
IFF / International Flavors & Fragrances Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
PROF / Profound Medical Corp.
AWK / American Water Works Company, Inc.
KVUE / Kenvue Inc.
INGR / Ingredion Incorporated
EPD / Enterprise Products Partners L.P. - Limited Partnership
FAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - April
STT / State Street Corporation
LAC / Lithium Americas Corp.
PHB / Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF
MSFT / Microsoft Corporation
GSK / GSK plc - Depositary Receipt (Common Stock)
LEN / Lennar Corporation
J / Jacobs Solutions Inc.
EXLS / ExlService Holdings, Inc.
KROP / Global X Funds - Global X AgTech & Food Innovation ETF
GHY / PGIM Global High Yield Fund, Inc
CMCSA / Comcast Corporation
LE / Lands' End, Inc.
BRK.B / Berkshire Hathaway Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
ALK / Alaska Air Group, Inc.
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
MSOS / AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF
BETZ / Listed Funds Trust - Roundhill Sports Betting & iGaming ETF
XHR / Xenia Hotels & Resorts, Inc.
PRNT / ARK ETF Trust - The 3D Printing ETF
WDAY / Workday, Inc.
IGM / iShares Trust - iShares Expanded Tech Sector ETF
CIF / MFS Intermediate High Income Fund
GAB / The Gabelli Equity Trust Inc.
DOV / Dover Corporation
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
GUT / The Gabelli Utility Trust
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
IBB / iShares Trust - iShares Biotechnology ETF
COHR / Coherent Corp.
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
AME / AMETEK, Inc.
SSB / SouthState Corporation
GD / General Dynamics Corporation
UAA / Under Armour, Inc.
BME / BlackRock Health Sciences Trust
UL / Unilever PLC - Depositary Receipt (Common Stock)
BKR / Baker Hughes Company
ARKK / ARK ETF Trust - ARK Innovation ETF
KLAC / KLA Corporation
PSCT / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Information Technology ETF
RHI / Robert Half Inc.
INDB / Independent Bank Corp.
KW / Kennedy-Wilson Holdings, Inc.
SHW / The Sherwin-Williams Company
FMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - May
LYV / Live Nation Entertainment, Inc.
UNP / Union Pacific Corporation
NMM / Navios Maritime Partners L.P. - Limited Partnership
CELH / Celsius Holdings, Inc.
IGR / CBRE Global Real Estate Income Fund
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
PPH / VanEck ETF Trust - VanEck Pharmaceutical ETF
IWX / iShares Trust - iShares Russell Top 200 Value ETF
TBLD / Thornburg Income Builder Opportunities Trust
SPOT / Spotify Technology S.A.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
FIS / Fidelity National Information Services, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
ACB / Aurora Cannabis Inc.
WFC / Wells Fargo & Company
MAR / Marriott International, Inc.
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
PFG / Principal Financial Group, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
CL / Colgate-Palmolive Company
HIG / The Hartford Insurance Group, Inc.
MANH / Manhattan Associates, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
NLOP / Net Lease Office Properties
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
PNQI / Invesco Exchange-Traded Fund Trust - Invesco NASDAQ Internet ETF
FDEC / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - December
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
ALB / Albemarle Corporation
DRI / Darden Restaurants, Inc.
GRBK / Green Brick Partners, Inc.
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
IWN / iShares Trust - iShares Russell 2000 Value ETF
NUE / Nucor Corporation
IYK / iShares Trust - iShares U.S. Consumer Staples ETF
YUMC / Yum China Holdings, Inc.
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
IAT / iShares Trust - iShares U.S. Regional Banks ETF
MQY / BlackRock MuniYield Quality Fund, Inc.
ETV / Eaton Vance Tax-Managed Buy-Write Opportunities Fund
COIN / Coinbase Global, Inc.
NFJ / Virtus Dividend, Interest & Premium Strategy Fund
FNOV / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - November
ISRG / Intuitive Surgical, Inc.
ADSK / Autodesk, Inc.
CC / The Chemours Company
EWY / iShares, Inc. - iShares MSCI South Korea ETF
CHKP / Check Point Software Technologies Ltd.
RFV / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Value ETF
MMC / Marsh & McLennan Companies, Inc.
LMT / Lockheed Martin Corporation
WBA / Walgreens Boots Alliance, Inc.
OHI / Omega Healthcare Investors, Inc.
SPY / SPDR S&P 500 ETF
ETHA / iShares Ethereum Trust - iShares Ethereum Trust ETF
MSI / Motorola Solutions, Inc.
IPG / The Interpublic Group of Companies, Inc.
VZ / Verizon Communications Inc.
MAS / Masco Corporation
IT / Gartner, Inc.
SEDG / SolarEdge Technologies, Inc.
LUMN / Lumen Technologies, Inc.
MS / Morgan Stanley
IWM / iShares Trust - iShares Russell 2000 ETF
PAYX / Paychex, Inc.
DD / DuPont de Nemours, Inc.
ET / Energy Transfer LP - Limited Partnership
JCI / Johnson Controls International plc
SCLX / Scilex Holding Company
JPM / JPMorgan Chase & Co.
MO / Altria Group, Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
GOOGL / Alphabet Inc.
ZM / Zoom Communications Inc.
FOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - October
PCAR / PACCAR Inc
KULR / KULR Technology Group, Inc.
SMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - May
SBUX / Starbucks Corporation
EVUS / iShares Trust - iShares ESG Aware MSCI USA Value ETF
HYEM / VanEck ETF Trust - VanEck Emerging Markets High Yield Bond ETF
CXAI / CXApp Inc.
ED / Consolidated Edison, Inc.
OBDC / Blue Owl Capital Corporation
KMB / Kimberly-Clark Corporation
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
CHWY / Chewy, Inc.
ROL / Rollins, Inc.
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
PM / Philip Morris International Inc.
ARTY / iShares Trust - iShares Future AI & Tech ETF
ALV / Autoliv, Inc.
FFC / Flaherty & Crumrine Preferred Securities Income Fund Inc.
CODI / Compass Diversified
CSCO / Cisco Systems, Inc.
CVX / Chevron Corporation
EFV / iShares Trust - iShares MSCI EAFE Value ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
ZTS / Zoetis Inc.
WTW / Willis Towers Watson Public Limited Company
LINE / Lineage, Inc.
FXP / ProShares Trust - ProShares UltraShort FTSE China 50
ORCL / Oracle Corporation
DOLPHIN ENTMT INC COM NEW / Stock (25686H100)
MPLX / MPLX LP - Limited Partnership
MMU / Western Asset Managed Municipals Fund Inc.
ABT / Abbott Laboratories
EIPI / First Trust Exchange-Traded Fund VIII - FT Energy Income Partners Enhanced Income ETF
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
FXED / Tidal Trust I - Sound Enhanced Fixed Income ETF
SW / Smurfit Westrock Plc
DLR / Digital Realty Trust, Inc.
DIM / WisdomTree Trust - WisdomTree International MidCap Dividend Fund
CMI / Cummins Inc.
HSY / The Hershey Company
HQH / Abrdn Healthcare Investors
XEL / Xcel Energy Inc.
SPG / Simon Property Group, Inc.
KMX / CarMax, Inc.
GRNY / Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
ASRT / Assertio Holdings, Inc.
QQQ / Invesco QQQ Trust, Series 1
UAL / United Airlines Holdings, Inc.
NFLX / Netflix, Inc.
UNCY / Unicycive Therapeutics, Inc.
ADI / Analog Devices, Inc.
SVC / Service Properties Trust
CM / Canadian Imperial Bank of Commerce
IQV / IQVIA Holdings Inc.
SOWG / Sow Good Inc.
O / Realty Income Corporation
MSGS / Madison Square Garden Sports Corp.
CYBR / CyberArk Software Ltd.
PINE / Alpine Income Property Trust, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
ROK / Rockwell Automation, Inc.
BXP / Boston Properties, Inc.
GDEN / Golden Entertainment, Inc.
DG / Dollar General Corporation
AMLI / American Lithium Corp.
CION / CION Investment Corporation
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
DLPN / Dolphin Entertainment, Inc.
DNA / Ginkgo Bioworks Holdings, Inc.
AHR / American Healthcare REIT, Inc.
VC / Visteon Corporation
TXT / Textron Inc.
PKST / Peakstone Realty Trust
BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
AOK / iShares Trust - iShares Core 30/70 Conservative Allocation ETF
LNT / Alliant Energy Corporation
SQQQ / ProShares Trust - ProShares UltraPro Short QQQ
CTSO / Cytosorbents Corporation
KKR / KKR & Co. Inc.
APTV / Aptiv PLC
DKNG / DraftKings Inc.
EFIX / First Trust Exchange-Traded Fund VIII - First Trust TCW Emerging Markets Debt ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
TSE / Trinseo PLC
CRSR / Corsair Gaming, Inc.
CNCR / ETF Series Solutions - Range Cancer Therapeutics ETF
SFTGQ / Shift Technologies, Inc.
QS / QuantumScape Corporation
IYH / iShares Trust - iShares U.S. Healthcare ETF
EL / The Estée Lauder Companies Inc.
IDV / iShares Trust - iShares International Select Dividend ETF
PECO / Phillips Edison & Company, Inc.
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
REZI / Resideo Technologies, Inc.
SPRX / Listed Funds Trust - Spear Alpha ETF
GTX / Garrett Motion Inc.
DY / Dycom Industries, Inc.
BBY / Best Buy Co., Inc.
DBRG / DigitalBridge Group, Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
BKU / BankUnited, Inc.
NJR / New Jersey Resources Corporation
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
GTLS / Chart Industries, Inc.
CARR / Carrier Global Corporation
PYPL / PayPal Holdings, Inc.
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
BXSL / Blackstone Secured Lending Fund
XRAY / DENTSPLY SIRONA Inc.
BIIB / Biogen Inc.
U / Unity Software Inc.
GL / Globe Life Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
DFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - February
FXI / iShares Trust - iShares China Large-Cap ETF
CRON / Cronos Group Inc.
ON / ON Semiconductor Corporation
NRK / Nuveen New York AMT-Free Quality Municipal Income Fund
QCOM / QUALCOMM Incorporated
GURU / Global X Funds - Global X Guru Index ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
DTE / DTE Energy Company
KARS / KraneShares Trust - KraneShares Electric Vehicles and Future Mobility Index ETF
ILCG / iShares Trust - iShares Morningstar Growth ETF
RDDT / Reddit, Inc.
YSEP / First Trust Exchange-Traded Fund VIII - FT Vest International Equity Moderate Buffer ETF - September
AES / The AES Corporation
FSK / FS KKR Capital Corp.
PIO / Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF
WPP / WPP plc - Depositary Receipt (Common Stock)
OFS / OFS Capital Corporation
XNOV / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - November
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF
VNO / Vornado Realty Trust
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
SHOP / Shopify Inc.
CTRE / CareTrust REIT, Inc.
NWL / Newell Brands Inc.
RSG / Republic Services, Inc.
TDC / Teradata Corporation
IVW / iShares Trust - iShares S&P 500 Growth ETF
VRSK / Verisk Analytics, Inc.
IWC / iShares Trust - iShares Micro-Cap ETF
IXN / iShares Trust - iShares Global Tech ETF
CAH / Cardinal Health, Inc.
IYG / iShares Trust - iShares U.S. Financial Services ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
SLX / VanEck ETF Trust - VanEck Steel ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
YMAR / First Trust Exchange-Traded Fund VIII - FT Vest International Equity Moderate Buffer ETF - March
FHN / First Horizon Corporation
SOLV / Solventum Corporation
VRT / Vertiv Holdings Co
VGT / Vanguard World Fund - Vanguard Information Technology ETF
RSPN / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Industrials ETF
PNR / Pentair plc
ETH / Grayscale Ethereum Mini Trust ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
MDY / SPDR S&P MidCap 400 ETF Trust
TPVG / TriplePoint Venture Growth BDC Corp.
ADBE / Adobe Inc.
MU / Micron Technology, Inc.
MTB / M&T Bank Corporation
AMCR / Amcor plc
CCEP / Coca-Cola Europacific Partners PLC
DSL / DoubleLine Income Solutions Fund
OXY / Occidental Petroleum Corporation
IAU / iShares Gold Trust
CHRW / C.H. Robinson Worldwide, Inc.
KO / The Coca-Cola Company
PG / The Procter & Gamble Company
KXI / iShares Trust - iShares Global Consumer Staples ETF
WEC / WEC Energy Group, Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
PBD / Invesco Exchange-Traded Fund Trust II - Invesco Global Clean Energy ETF
CME / CME Group Inc.
MCD / McDonald's Corporation
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
KRG / Kite Realty Group Trust
RDIV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
HDV / iShares Trust - iShares Core High Dividend ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
VRME / VerifyMe, Inc.
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
NNN / NNN REIT, Inc.
MDLZ / Mondelez International, Inc.
VMC / Vulcan Materials Company
PENN / PENN Entertainment, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
VIOG / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Growth ETF
CTO / CTO Realty Growth, Inc.
BK / The Bank of New York Mellon Corporation
NI / NiSource Inc.
LOW / Lowe's Companies, Inc.
QBTS / D-Wave Quantum Inc.
APO / Apollo Global Management, Inc.
AAL / American Airlines Group Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
LAAC / Lithium Argentina AG
MAIN / Main Street Capital Corporation
FANG / Diamondback Energy, Inc.
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
CMA / Comerica Incorporated
VTRS / Viatris Inc.
DJT / Trump Media & Technology Group Corp.
ITW / Illinois Tool Works Inc.
IIF / Morgan Stanley India Investment Fund, Inc.
IVZ / Invesco Ltd.
AMTM / Amentum Holdings, Inc.
FEP / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Europe AlphaDEX Fund
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
WTRG / Essential Utilities, Inc.
GLPI / Gaming and Leisure Properties, Inc.
SFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - February
AIEQ / Amplify ETF Trust - Amplify AI Powered Equity ETF
PFLT / PennantPark Floating Rate Capital Ltd.
EMBC / Embecta Corp.
RVSN / Rail Vision Ltd.
IDRV / iShares Trust - iShares Self-Driving EV and Tech ETF
CMG / Chipotle Mexican Grill, Inc.
HAS / Hasbro, Inc.
JNJ / Johnson & Johnson
RL / Ralph Lauren Corporation
NEM / Newmont Corporation
WBD / Warner Bros. Discovery, Inc.
KHC / The Kraft Heinz Company
PKB / Invesco Exchange-Traded Fund Trust - Invesco Building & Construction ETF
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
OKLO / Oklo Inc.
UTG / Reaves Utility Income Fund
VICI / VICI Properties Inc.
ANET / Arista Networks Inc
STX / Seagate Technology Holdings plc
FBIN / Fortune Brands Innovations, Inc.
SABA / Saba Capital Income & Opportunities Fund II
SDOG / ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
RY / Royal Bank of Canada
IONQ / IonQ, Inc.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
PK / Park Hotels & Resorts Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
GSG / iShares S&P GSCI Commodity-Indexed Trust
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
AOS / A. O. Smith Corporation
NFBK / Northfield Bancorp, Inc. (Staten Island, NY)
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
CHTR / Charter Communications, Inc.
NLR / VanEck ETF Trust - VanEck Uranium+Nuclear Energy ETF
INDA / iShares Trust - iShares MSCI India ETF
CTSH / Cognizant Technology Solutions Corporation
GNRC / Generac Holdings Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
EA / Electronic Arts Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
ABNB / Airbnb, Inc.
AGO / Assured Guaranty Ltd.
HPF / John Hancock Preferred Income Fund II
MSTR / Strategy Inc
AFRM / Affirm Holdings, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
SR / Spire Inc.
CVS / CVS Health Corporation
SOXX / iShares Trust - iShares Semiconductor ETF
TT / Trane Technologies plc
IHE / iShares Trust - iShares U.S. Pharmaceuticals ETF
DJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - June
BTC / Grayscale Bitcoin Mini Trust
DMAR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - March
TFC / Truist Financial Corporation
EML / The Eastern Company
GBTC / Grayscale Bitcoin Trust (BTC)
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
HES / Hess Corporation
IVOV / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
ALX / Alexander's, Inc.
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
HPQ / HP Inc.
AIZ / Assurant, Inc.
PANW / Palo Alto Networks, Inc.
RVTY / Revvity, Inc.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
NKLA / Nikola Corporation
TXNM / TXNM Energy, Inc.
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
UNH / UnitedHealth Group Incorporated
PARA / Paramount Global
CSQ / Calamos Strategic Total Return Fund
IVE / iShares Trust - iShares S&P 500 Value ETF
LCID / Lucid Group, Inc.
WRB / W. R. Berkley Corporation
IWL / iShares Trust - iShares Russell Top 200 ETF
SWKS / Skyworks Solutions, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
CFG / Citizens Financial Group, Inc.
AM / Antero Midstream Corporation
ESS / Essex Property Trust, Inc.
MRVL / Marvell Technology, Inc.
IVR / Invesco Mortgage Capital Inc.
BJ / BJ's Wholesale Club Holdings, Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
DTM / DT Midstream, Inc.
PRN / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Industrials Momentum ETF
LRCX / Lam Research Corporation
FSEP / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - September
IYY / iShares Trust - iShares Dow Jones U.S. ETF
ONEV / SPDR Series Trust - SPDR Russell 1000 Low Volatility Focus ETF
BKNG / Booking Holdings Inc.
DJP / iPath Bloomberg Commodity Index Total Return ETN - Structured Product
SYY / Sysco Corporation
AFL / Aflac Incorporated
BMY / Bristol-Myers Squibb Company
GBDC / Golub Capital BDC, Inc.
KBR / KBR, Inc.
PTH / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Healthcare Momentum ETF
HOLX / Hologic, Inc.
AROC / Archrock, Inc.
SLB / Schlumberger Limited
LODE / Comstock Inc.
JNPR / Juniper Networks, Inc.
CHD / Church & Dwight Co., Inc.
UA / Under Armour, Inc.
VAW / Vanguard World Fund - Vanguard Materials ETF
APD / Air Products and Chemicals, Inc.
WU / The Western Union Company
BYND / Beyond Meat, Inc.
SNAP / Snap Inc.
LH / Labcorp Holdings Inc.
CHPT / ChargePoint Holdings, Inc.
TPR / Tapestry, Inc.
CGC / Canopy Growth Corporation
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
PLTR / Palantir Technologies Inc.
UONE / Urban One, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
MRNA / Moderna, Inc.
AAPL / Apple Inc.
TAP / Molson Coors Beverage Company
SFIX / Stitch Fix, Inc.
WMB / The Williams Companies, Inc.
NOW / ServiceNow, Inc.
PEG / Public Service Enterprise Group Incorporated
BAC / Bank of America Corporation
PKG / Packaging Corporation of America
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
CSWC / Capital Southwest Corporation
OPEN / Opendoor Technologies Inc.
ETSY / Etsy, Inc.
IBM / International Business Machines Corporation
TECH / Bio-Techne Corporation
GLD / SPDR Gold Trust
PAA / Plains All American Pipeline, L.P. - Limited Partnership
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
BCX / Blackrock Resources & Commodities Strategy Trust
IGE / iShares Trust - iShares North American Natural Resources ETF
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
SWBI / Smith & Wesson Brands, Inc.
YJUN / First Trust Exchange-Traded Fund VIII - FT Vest International Equity Buffer ETF - June
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
RIVN / Rivian Automotive, Inc.
AXON / Axon Enterprise, Inc.
FJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - July
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
LNG / Cheniere Energy, Inc.
ETHE / Grayscale Ethereum Trust
ICU / SeaStar Medical Holding Corporation
PSCH / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Health Care ETF
SIFY / Sify Technologies Limited - Depositary Receipt (Common Stock)
NKE / NIKE, Inc.
IYF / iShares Trust - iShares U.S. Financials ETF
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
VLO / Valero Energy Corporation
NAD / Nuveen Quality Municipal Income Fund
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
NXRT / NexPoint Residential Trust, Inc.
BCE / BCE Inc.
TJX / The TJX Companies, Inc.
CDW / CDW Corporation
AMP / Ameriprise Financial, Inc.
GFS / GLOBALFOUNDRIES Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
PFE / Pfizer Inc.
EWC / iShares, Inc. - iShares MSCI Canada ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
OGN / Organon & Co.
MMT / MFS Multimarket Income Trust
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
BRK.A / Berkshire Hathaway Inc.
MDT / Medtronic plc
PSX / Phillips 66
HCA / HCA Healthcare, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
UPS / United Parcel Service, Inc.
DOW / Dow Inc.
QTUM / ETF Series Solutions - Defiance Quantum ETF
CTVA / Corteva, Inc.
FOX / Fox Corporation
MA / Mastercard Incorporated
NCLH / Norwegian Cruise Line Holdings Ltd.
KR / The Kroger Co.
HPE / Hewlett Packard Enterprise Company
WM / Waste Management, Inc.
CAVA / CAVA Group, Inc.
CRWD / CrowdStrike Holdings, Inc.
FOXA / Fox Corporation
BSX / Boston Scientific Corporation
EPP / iShares, Inc. - iShares MSCI Pacific ex Japan ETF
EGAN / eGain Corporation
AON / Aon plc
UNM / Unum Group
SKX / Skechers U.S.A., Inc.
TLRY / Tilray Brands, Inc.
DOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - October
EBAY / eBay Inc.
MOS / The Mosaic Company
INTC / Intel Corporation
CI / The Cigna Group
TMO / Thermo Fisher Scientific Inc.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
SO / The Southern Company
DSEP / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - September
DJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July
COF / Capital One Financial Corporation
CLX / The Clorox Company
GWW / W.W. Grainger, Inc.
ZETA / Zeta Global Holdings Corp.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
BDX / Becton, Dickinson and Company
IYR / iShares Trust - iShares U.S. Real Estate ETF
HUM / Humana Inc.
TMUS / T-Mobile US, Inc.
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
ERTH / Invesco Exchange-Traded Fund Trust - Invesco MSCI Sustainable Future ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
CRK / Comstock Resources, Inc.
BTC / Grayscale Bitcoin Mini Trust
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
MCHP / Microchip Technology Incorporated
KD / Kyndryl Holdings, Inc.
FJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - June
STWD / Starwood Property Trust, Inc.
OSK / Oshkosh Corporation
FTNT / Fortinet, Inc.
TYG / Tortoise Energy Infrastructure Corporation
BALL / Ball Corporation
EQL / ALPS ETF Trust - ALPS Equal Sector Weight ETF
META / Meta Platforms, Inc.
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
CDNS / Cadence Design Systems, Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
FDX / FedEx Corporation
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
HD / The Home Depot, Inc.
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF
SRE / Sempra
COST / Costco Wholesale Corporation
RJF / Raymond James Financial, Inc.
KFY / Korn Ferry
DNOV / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - November
DDM / ProShares Trust - ProShares Ultra Dow30
COR / Cencora, Inc.
AVGO / Broadcom Inc.
RHP / Ryman Hospitality Properties, Inc.
ABBV / AbbVie Inc.
BNTX / BioNTech SE - Depositary Receipt (Common Stock)
XYL / Xylem Inc.
POOL / Pool Corporation
VLTO / Veralto Corporation
IP / International Paper Company
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
EMHY / iShares, Inc. - iShares J.P. Morgan EM High Yield Bond ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
BLK / BlackRock, Inc.
IBIO / iBio, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
WDC / Western Digital Corporation
LLY / Eli Lilly and Company
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
SNOW / Snowflake Inc.
NVAX / Novavax, Inc.
ESTC / Elastic N.V.
OKE / ONEOK, Inc.
REI / Ring Energy, Inc.
C / Citigroup Inc.
GEV / GE Vernova Inc.
ETR / Entergy Corporation
PH / Parker-Hannifin Corporation
AXP / American Express Company
IHF / iShares Trust - iShares U.S. Healthcare Providers ETF
OTLK / Outlook Therapeutics, Inc.
IYE / iShares Trust - iShares U.S. Energy ETF
RSPH / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
QUBT / Quantum Computing Inc.
DRIV / Global X Funds - Global X Autonomous & Electric Vehicles ETF
SLV / iShares Silver Trust
LIN / Linde plc
GE / General Electric Company
CEG / Constellation Energy Corporation
PEP / PepsiCo, Inc.
SNPS / Synopsys, Inc.
GEHC / GE HealthCare Technologies Inc.
AMZN / Amazon.com, Inc.
AMGN / Amgen Inc.
SIRI / Sirius XM Holdings Inc.
SAUG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - August
FAUG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - August
TIP / iShares Trust - iShares TIPS Bond ETF
EIX / Edison International
IWD / iShares Trust - iShares Russell 1000 Value ETF
DDEC / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - December
ELV / Elevance Health, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
PTC / PTC Inc.
VRSN / VeriSign, Inc.
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
SJM / The J. M. Smucker Company
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
CRM / Salesforce, Inc.
EWZ / iShares, Inc. - iShares MSCI Brazil ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
RMR / The RMR Group Inc.
AIG / American International Group, Inc.
D / Dominion Energy, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
TRMB / Trimble Inc.
ULTA / Ulta Beauty, Inc.
MET / MetLife, Inc.
APP / AppLovin Corporation
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
MIN / MFS Intermediate Income Trust
AEP / American Electric Power Company, Inc.
DIAX / Nuveen Dow 30 Dynamic Overwrite Fund
MRK / Merck & Co., Inc.
ENB / Enbridge Inc.
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
NTRS / Northern Trust Corporation
AOUT / American Outdoor Brands, Inc.
FTV / Fortive Corporation
MMM / 3M Company
VYX / NCR Voyix Corporation
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
FPF / First Trust Intermediate Duration Preferred & Income Fund
DMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - May
DHR / Danaher Corporation
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
GLW / Corning Incorporated
NXPI / NXP Semiconductors N.V.
PRU / Prudential Financial, Inc.
WHF / WhiteHorse Finance, Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
VALE / Vale S.A. - Depositary Receipt (Common Stock)
SMCI / Super Micro Computer, Inc.
IHAK / iShares Trust - iShares Cybersecurity and Tech ETF
MAA / Mid-America Apartment Communities, Inc.
WPC / W. P. Carey Inc.
SNOV / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - November
PLD / Prologis, Inc.
ETW / Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
QMAR / First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Buffer ETF - March
NYF / iShares Trust - iShares New York Muni Bond ETF
LNC / Lincoln National Corporation
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
PWR / Quanta Services, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
AMAT / Applied Materials, Inc.
GRMN / Garmin Ltd.
CB / Chubb Limited
BGH / Barings Global Short Duration High Yield Fund
NHI / National Health Investors, Inc.
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
EMO / ClearBridge Energy Midstream Opportunity Fund Inc
KYN / Kayne Anderson Energy Infrastructure Fund, Inc.
V / Visa Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
APLE / Apple Hospitality REIT, Inc.
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
KIM / Kimco Realty Corporation
APA / APA Corporation
CCSI / Consensus Cloud Solutions, Inc.
TXN / Texas Instruments Incorporated
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
SYF / Synchrony Financial
VGSR / Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF
VEGN / ETF Series Solutions - US Vegan Climate ETF
SOCL / Global X Funds - Global X Social Media ETF
INTU / Intuit Inc.
FE / FirstEnergy Corp.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
AMD / Advanced Micro Devices, Inc.
YUM / Yum! Brands, Inc.
TSLX / Sixth Street Specialty Lending, Inc.
MNST / Monster Beverage Corporation
NAC / Nuveen California Quality Municipal Income Fund
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
SHEL / Shell plc - Depositary Receipt (Common Stock)
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
ES / Eversource Energy
GS / The Goldman Sachs Group, Inc.
STAG / STAG Industrial, Inc.
WMT / Walmart Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
TSLA / Tesla, Inc.
TGT / Target Corporation
GFF / Griffon Corporation
DXCM / DexCom, Inc.
SOFI / SoFi Technologies, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
DE / Deere & Company
XOM / Exxon Mobil Corporation
F / Ford Motor Company
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
MPC / Marathon Petroleum Corporation
RCL / Royal Caribbean Cruises Ltd.
GNTX / Gentex Corporation
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
GILD / Gilead Sciences, Inc.
SE / Sea Limited - Depositary Receipt (Common Stock)
HL / Hecla Mining Company
EMR / Emerson Electric Co.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
GIS / General Mills, Inc.
PNC / The PNC Financial Services Group, Inc.
SAVA / Cassava Sciences, Inc.
APTV / Aptiv PLC
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
SPGI / S&P Global Inc.
SYK / Stryker Corporation
ICE / Intercontinental Exchange, Inc.
UBER / Uber Technologies, Inc.
HAL / Halliburton Company
BA / The Boeing Company
FTRE / Fortrea Holdings Inc.
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
T / AT&T Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
IEV / iShares Trust - iShares Europe ETF
IDU / iShares Trust - iShares U.S. Utilities ETF
OMC / Omnicom Group Inc.
EFIV / SPDR Series Trust - SPDR S&P 500 ESG ETF
NATL / NCR Atleos Corporation
IWO / iShares Trust - iShares Russell 2000 Growth ETF
UAMY / United States Antimony Corporation
IWB / iShares Trust - iShares Russell 1000 ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
ARCC / Ares Capital Corporation
FLG / Flagstar Financial, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
DBC / Invesco DB Commodity Index Tracking Fund
FFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - February
GHI / Greystone Housing Impact Investors LP
AL / Air Lease Corporation
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
QDEC / First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Buffer ETF - December
GOOG / Alphabet Inc.
DVY / iShares Trust - iShares Select Dividend ETF
CCL / Carnival Corporation & plc
HON / Honeywell International Inc.
KEY / KeyCorp
RWAY / Runway Growth Finance Corp.
FAST / Fastenal Company
DELL / Dell Technologies Inc.
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF
IGOV / iShares Trust - iShares International Treasury Bond ETF
ZBH / Zimmer Biomet Holdings, Inc.
DIS / The Walt Disney Company
REG / Regency Centers Corporation
CAT / Caterpillar Inc.
MBC / MasterBrand, Inc.
SQ / Block, Inc.
GM / General Motors Company
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
NSC / Norfolk Southern Corporation
FAN / First Trust Exchange-Traded Fund II - First Trust Global Wind Energy ETF
NEE / NextEra Energy, Inc.
WAB / Westinghouse Air Brake Technologies Corporation
ETN / Eaton Corporation plc
GRX / The Gabelli Healthcare & Wellness Trust
IR / Ingersoll Rand Inc.
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
DFS / Discover Financial Services
SMLV / SPDR Series Trust - SPDR SSGA US Small Cap Low Volatility Index ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
EW / Edwards Lifesciences Corporation
TEL / TE Connectivity plc
HTGC / Hercules Capital, Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
ZIMV / ZimVie Inc.
NGG / National Grid plc - Depositary Receipt (Common Stock)
DUK / Duke Energy Corporation
BYON / Beyond, Inc.
ACN / Accenture plc
NGS / Natural Gas Services Group, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
GOLD / Barrick Mining Corporation
RGTI / Rigetti Computing, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
AWF / AllianceBernstein Global High Income Fund
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
AMT / American Tower Corporation
FMAR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - March
VMO / Invesco Municipal Opportunity Trust
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
SCHW / The Charles Schwab Corporation
HSIC / Henry Schein, Inc.
BR / Broadridge Financial Solutions, Inc.
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
DAUG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - August
RTX / RTX Corporation
CCI / Crown Castle Inc.
GAP / The Gap, Inc.
ADP / Automatic Data Processing, Inc.
BEN / Franklin Resources, Inc.
FSLR / First Solar, Inc.
SON / Sonoco Products Company
SBI / Western Asset Intermediate Muni Fund Inc.
SBAC / SBA Communications Corporation
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
NVDA / NVIDIA Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
HLN / Haleon plc - Depositary Receipt (Common Stock)