Market Value1,096,048,698
Total Holdings312
File Date2025-05-14
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)
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SLVM / Sylvamo Corporation
GEHC / GE HealthCare Technologies Inc.
SRPT / Sarepta Therapeutics, Inc.
ITGR / Integer Holdings Corporation
SOLV / Solventum Corporation
GD / General Dynamics Corporation
CRSP / CRISPR Therapeutics AG
GDXD / MicroSectors Gold Miners -3X Inverse Leveraged ETNs due June 29, 2040
MSOS / AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF
CAI / Canadian Imperial Bank of Commerce
ALL / The Allstate Corporation
NXST / Nexstar Media Group, Inc.
EXR / Extra Space Storage Inc.
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
ELAN / Elanco Animal Health Incorporated
EOSE / Eos Energy Enterprises, Inc.
KR / The Kroger Co.
IHF / iShares Trust - iShares U.S. Healthcare Providers ETF
VLY / Valley National Bancorp
CAKE / The Cheesecake Factory Incorporated
GEO / The GEO Group, Inc.
WPC / W. P. Carey Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
SUPN / Supernus Pharmaceuticals, Inc.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
KEYS / Keysight Technologies, Inc.
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
CARR / Carrier Global Corporation
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
XYL / Xylem Inc.
LZB / La-Z-Boy Incorporated
SHEL / Shell plc - Depositary Receipt (Common Stock)
EMHY / iShares, Inc. - iShares J.P. Morgan EM High Yield Bond ETF
AYI / Acuity Inc.
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
TREX / Trex Company, Inc.
FICO / Fair Isaac Corporation
IPAR / Interparfums, Inc.
ECG / Everus Construction Group, Inc.
AZO / AutoZone, Inc.
MXL / MaxLinear, Inc.
MS / Morgan Stanley
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
AKAM / Akamai Technologies, Inc.
TMO / Thermo Fisher Scientific Inc.
D / Dominion Energy, Inc.
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
YOU / Clear Secure, Inc.
CALM / Cal-Maine Foods, Inc.
AL / Air Lease Corporation
FIXD / First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
ACIW / ACI Worldwide, Inc.
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
KN / Knowles Corporation
WFC.PRL / Wells Fargo & Company - Preferred Stock
MSI / Motorola Solutions, Inc.
VITL / Vital Farms, Inc.
AWK / American Water Works Company, Inc.
PBR.A / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
WBA / Walgreens Boots Alliance, Inc.
T / AT&T Inc.
OTIS / Otis Worldwide Corporation
BRK.B / Berkshire Hathaway Inc.
CDW / CDW Corporation
NBB / Nuveen Taxable Municipal Income Fund
PERI / Perion Network Ltd.
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
EME / EMCOR Group, Inc.
CTAS / Cintas Corporation
EXAS / Exact Sciences Corporation
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
CHKP / Check Point Software Technologies Ltd.
AAPL / Apple Inc.
LUV / Southwest Airlines Co.
XPRO / Expro Group Holdings N.V.
PCG / PG&E Corporation
DGII / Digi International Inc.
VALE / Vale S.A. - Depositary Receipt (Common Stock)
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
CVX / Chevron Corporation
SWK / Stanley Black & Decker, Inc.
EYE / National Vision Holdings, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
VRT / Vertiv Holdings Co
OHI / Omega Healthcare Investors, Inc.
SJM / The J. M. Smucker Company
PYPL / PayPal Holdings, Inc.
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
IBRX / ImmunityBio, Inc.
GLOB / Globant S.A.
SMR / NuScale Power Corporation
GLW / Corning Incorporated
DHC / Diversified Healthcare Trust
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
HPE / Hewlett Packard Enterprise Company
CAH / Cardinal Health, Inc.
SWKS / Skyworks Solutions, Inc.
BCPC / Balchem Corporation
SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF
WWW / Wolverine World Wide, Inc.
GFF / Griffon Corporation
GPC / Genuine Parts Company
ITT / ITT Inc.
CHWY / Chewy, Inc.
HLI / Houlihan Lokey, Inc.
DIS / The Walt Disney Company
AMD / Advanced Micro Devices, Inc.
A / Agilent Technologies, Inc.
MTG / MGIC Investment Corporation
LUMN / Lumen Technologies, Inc.
STZ / Constellation Brands, Inc.
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
VEEV / Veeva Systems Inc.
MMM / 3M Company
ARTY / iShares Trust - iShares Future AI & Tech ETF
DOCN / DigitalOcean Holdings, Inc.
TPR / Tapestry, Inc.
PCT / PureCycle Technologies, Inc.
ATO / Atmos Energy Corporation
GRBK / Green Brick Partners, Inc.
KRE / SPDR Series Trust - State Street SPDR S&P Regional Banking ETF
CURB / Curbline Properties Corp.
IYH / iShares Trust - iShares U.S. Healthcare ETF
EIX / Edison International
PATH / UiPath, Inc.
TEAM / Atlassian Corporation
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
MEAR / iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond Active ETF
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
OUSA / ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
WFCF / Where Food Comes From, Inc.
NOG / Northern Oil and Gas, Inc.
XLRE / The Select Sector SPDR Trust - State Street Real Estate Select Sector SPDR ETF
BDJ / BlackRock Enhanced Equity Dividend Trust
CLX / The Clorox Company
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
REGL / ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF
AOS / A. O. Smith Corporation
AWF / AllianceBernstein Global High Income Fund
BAM / Brookfield Asset Management Ltd.
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
PARA / Paramount Global
SXT / Sensient Technologies Corporation
OSIS / OSI Systems, Inc.
IYF / iShares Trust - iShares U.S. Financials ETF
CP / Canadian Pacific Kansas City Limited
PEJ / Invesco Exchange-Traded Fund Trust - Invesco Leisure and Entertainment ETF
FAST / Fastenal Company
HYSA / BondBloxx ETF Trust - BondBloxx USD High Yield Bond Sector Rotation ETF
OMCL / Omnicell, Inc.
KFY / Korn Ferry
EBND / SPDR Series Trust - State Street SPDR Bloomberg Emerging Markets Local Bond ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
JNPR / Juniper Networks, Inc.
BXP / Boston Properties, Inc.
ETJ / Eaton Vance Risk-Managed Diversified Equity Income Fund
HNST / The Honest Company, Inc.
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
IIM / Invesco Value Municipal Income Trust
SHAG / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund
BAER / Bridger Aerospace Group Holdings, Inc.
KIM / Kimco Realty Corporation
UA / Under Armour, Inc.
ZD / Ziff Davis, Inc.
RGLD / Royal Gold, Inc.
PFFD / Global X Funds - Global X U.S. Preferred ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
FL / Foot Locker, Inc.
JBBB / Janus Detroit Street Trust - Janus Henderson B-BBB CLO ETF
SLP / Simulations Plus, Inc.
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
FTWO / EA Series Trust - Strive Natural Resources and Security ETF
SHCO / Soho House & Co Inc.
ETB / Eaton Vance Tax-Managed Buy-Write Income Fund
UNP / Union Pacific Corporation
CON / Concentra Group Holdings Parent, Inc.
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
CNK / Cinemark Holdings, Inc.
RXO / RXO, Inc.
ALTM / Arcadium Lithium plc
AGGY / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
ETR / Entergy Corporation
RACE / Ferrari N.V.
SPTM / SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
ALKS / Alkermes plc
EZBC / Franklin Templeton Digital Holdings Trust - Franklin Bitcoin ETF
STT / State Street Corporation
SLG / SL Green Realty Corp.
CTRA / Coterra Energy Inc.
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
SEAS / United Parks & Resorts Inc.
REGN / Regeneron Pharmaceuticals, Inc.
HAE / Haemonetics Corporation
BMBL / Bumble Inc.
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
WDFC / WD-40 Company
CNC / Centene Corporation
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
ODFL / Old Dominion Freight Line, Inc.
CI / The Cigna Group
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
RNP / Cohen & Steers REIT and Preferred Income Fund, Inc.
NOC / Northrop Grumman Corporation
AGNC / AGNC Investment Corp.
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
PGR / The Progressive Corporation
VFF / Village Farms International, Inc.
TILE / Interface, Inc.
DOW / Dow Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
TDW / Tidewater Inc.
ONL / Orion Properties Inc.
MDAI / Spectral AI, Inc.
SPEM / SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF
AEP / American Electric Power Company, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
ED / Consolidated Edison, Inc.
TKR / The Timken Company
ZROZ / PIMCO ETF Trust - PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
SPAB / SPDR Series Trust - State Street SPDR Portfolio Aggregate Bond ETF
LYB / LyondellBasell Industries N.V.
CHX / ChampionX Corporation
HYXF / iShares Trust - iShares ESG Advanced High Yield Corporate Bond ETF
FLGT / Fulgent Genetics, Inc.
NTAP / NetApp, Inc.
MOGA / Moog, Inc. - Class A
ZTS / Zoetis Inc.
TRAK / ReposiTrak, Inc.
HWM / Howmet Aerospace Inc.
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
RYAAY / Ryanair Holdings plc - Depositary Receipt (Common Stock)
GLP / Global Partners LP - Limited Partnership
HSII / Heidrick & Struggles International, Inc.
TD / The Toronto-Dominion Bank
CNP / CenterPoint Energy, Inc.
IRM / Iron Mountain Incorporated
MET / MetLife, Inc.
MGM / MGM Resorts International
VAL / Valaris Limited
ALC / Alcon Inc.
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
BAH / Booz Allen Hamilton Holding Corporation
EXTR / Extreme Networks, Inc.
ON / ON Semiconductor Corporation
BKFOF / Brookfield Corporation - Preferred Stock
DD / DuPont de Nemours, Inc.
ROK / Rockwell Automation, Inc.
GPI / Group 1 Automotive, Inc.
TRMB / Trimble Inc.
MATX / Matson, Inc.
CMCSA / Comcast Corporation
EWG / iShares, Inc. - iShares MSCI Germany ETF
CHT / Chunghwa Telecom Co., Ltd. - Depositary Receipt (Common Stock)
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
RSG / Republic Services, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
TRN / Trinity Industries, Inc.
PRU / Prudential Financial, Inc.
NCLH / Norwegian Cruise Line Holdings Ltd.
WMB / The Williams Companies, Inc.
BIGC / Commerce.com, Inc.
FG / F&G Annuities & Life, Inc.
PDX / PIMCO Dynamic Income Strategy Fund
DXC / DXC Technology Company
PKG / Packaging Corporation of America
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
COHR / Coherent Corp.
PDD / PDD Holdings Inc. - Depositary Receipt (Common Stock)
CNI N / Canadian National Railway Company
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
AVA / Avista Corporation
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
XNTK / SPDR Series Trust - State Street SPDR NYSE Technology ETF
DBL / DoubleLine Opportunistic Credit Fund
EXPE / Expedia Group, Inc.
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
ENSG / The Ensign Group, Inc.
IFN / Aberdeen India Fund, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
BCE / BCE Inc.
RCI / Rogers Communications Inc.
EXI / iShares Trust - iShares Global Industrials ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
FTRI / First Trust Exchange-Traded Fund II - First Trust Indxx Global Natural Resources Income ETF
DFS / Discover Financial Services
IP / International Paper Company
TBBK / The Bancorp, Inc.
UTHR / United Therapeutics Corporation
INTF / iShares Trust - iShares International Equity Factor ETF
SPOT / Spotify Technology S.A.
IRT / Independence Realty Trust, Inc.
STLA / Stellantis N.V.
ZBRA / Zebra Technologies Corporation
BLKB / Blackbaud, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
GRAL / GRAIL, Inc.
MTH / Meritage Homes Corporation
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
VICI / VICI Properties Inc.
FDX / FedEx Corporation
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
PH / Parker-Hannifin Corporation
DV / DoubleVerify Holdings, Inc.
MDU / MDU Resources Group, Inc.
LAAC / Lithium Argentina AG
VTV / Vanguard Index Funds - Vanguard Value ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
NSC / Norfolk Southern Corporation
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
RF / Regions Financial Corporation
DOCU / DocuSign, Inc.
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
SPTS / SPDR Series Trust - State Street SPDR Portfolio Short Term Treasury ETF
GOLD / Gold.com, Inc.
ETD / Ethan Allen Interiors Inc.
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
SYM / Symbotic Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
MQY / BlackRock MuniYield Quality Fund, Inc.
SWI / SolarWinds Corporation
MHO / M/I Homes, Inc.
HES / Hess Corporation
RLJ.PRA / RLJ Lodging Trust - Preferred Stock
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
DSL / DoubleLine Income Solutions Fund
JOBY / Joby Aviation, Inc.
SHAK / Shake Shack Inc.
WY / Weyerhaeuser Company
AOK / iShares Trust - iShares Core 30/70 Conservative Allocation ETF
RMBS / Rambus Inc.
JSMD / Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
PPG / PPG Industries, Inc.
PTON / Peloton Interactive, Inc.
LXP.PRC / LXP Industrial Trust - Preferred Stock
WKC / World Kinect Corporation
GIBA N / CGI Inc.
BRKR / Bruker Corporation
ACWI / iShares Trust - iShares MSCI ACWI ETF
GBAB / Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
FSBC / Five Star Bancorp
WEC / WEC Energy Group, Inc.
MLPA / Global X Funds - Global X MLP ETF
NZF / Nuveen Municipal Credit Income Fund
VSTS / Vestis Corporation
SSBI / Summit State Bank
ATMU / Atmus Filtration Technologies Inc.
NEP / XPLR Infrastructure, LP - Limited Partnership
IBHI / iShares Trust - iShares iBonds 2029 Term High Yield and Income ETF
EXP / Eagle Materials Inc.
NMAI / Nuveen Multi-Asset Income Fund
MSGS / Madison Square Garden Sports Corp.
UBS / UBS Group AG
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF
AGGH / Simplify Exchange Traded Funds - Simplify Aggregate Bond ETF
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
SCCO / Southern Copper Corporation
CPB / The Campbell's Company
SHM / SPDR Series Trust - State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
MBLY / Mobileye Global Inc.
SMTC / Semtech Corporation
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
SPTI / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Treasury ETF
TPH / Tri Pointe Homes, Inc.
SNA / Snap-on Incorporated
SNEX / StoneX Group Inc.
VLTO / Veralto Corporation
BOOT / Boot Barn Holdings, Inc.
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
IBHF / iShares Trust - iShares iBonds 2026 Term High Yield and Income ETF
SEM / Select Medical Holdings Corporation
UUUU / Energy Fuels Inc.
ILMN / Illumina, Inc.
OLED / Universal Display Corporation
IBHH / iShares Trust - iShares iBonds 2028 Term High Yield and Income ETF
QLTY / The 2023 ETF Series Trust II - GMO U.S. Quality ETF
WCN / Waste Connections, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
ENVX / Enovix Corporation
OKLO / Oklo Inc.
FLO / Flowers Foods, Inc.
ATI / ATI Inc.
NPO / Enpro Inc.
KD / Kyndryl Holdings, Inc.
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
VLO / Valero Energy Corporation
PNR / Pentair plc
PSMT / PriceSmart, Inc.
EQR / Equity Residential
IVE / iShares Trust - iShares S&P 500 Value ETF
WKHS / Workhorse Group, Inc.
NOW / ServiceNow, Inc.
LAMR / Lamar Advertising Company
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
STEP / StepStone Group Inc.
RBLX / Roblox Corporation
CMC / Commercial Metals Company
GSK / GSK plc - Depositary Receipt (Common Stock)
PBA / Pembina Pipeline Corporation
KLG / WK Kellogg Co
H / Hyatt Hotels Corporation
DASH / DoorDash, Inc.
KBWB / Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
ENPH / Enphase Energy, Inc.
PSEC / Prospect Capital Corporation
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
CVCO / Cavco Industries, Inc.
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
TSN / Tyson Foods, Inc.
XOVR / EntrepreneurShares Series Trust - ERShares Private-Public Crossover ETF
TCOM / Trip.com Group Limited - Depositary Receipt (Common Stock)
MTCH / Match Group, Inc.
AGI / Alamos Gold Inc.
TEF / Telefónica, S.A. - Depositary Receipt (Common Stock)
TDG / TransDigm Group Incorporated
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
XJR / iShares Trust - iShares ESG Select Screened S&P Small-Cap ETF
NXC / Nuveen California Select Tax-Free Income Portfolio
TIP / iShares Trust - iShares TIPS Bond ETF
AB / AllianceBernstein Holding L.P. - Limited Partnership
NWN / Northwest Natural Holding Company
SH / ProShares Trust - ProShares Short S&P500
ESE / ESCO Technologies Inc.
SCHW / The Charles Schwab Corporation
CCI / Crown Castle Inc.
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
UMC / United Microelectronics Corporation - Depositary Receipt (Common Stock)
PEG / Public Service Enterprise Group Incorporated
SPYD / SPDR Series Trust - State Street SPDR Portfolio S&P 500 High Dividend ETF
WST / West Pharmaceutical Services, Inc.
TFX / Teleflex Incorporated
ETSY / Etsy, Inc.
WLY / John Wiley & Sons, Inc.
FE / FirstEnergy Corp.
FANG / Diamondback Energy, Inc.
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
ASO / Academy Sports and Outdoors, Inc.
IXJ / iShares Trust - iShares Global Healthcare ETF
MANU / Manchester United plc
DOV / Dover Corporation
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
SHG / Shinhan Financial Group Co., Ltd. - Depositary Receipt (Common Stock)
SIZE / iShares Trust - iShares MSCI USA Size Factor ETF
AEO / American Eagle Outfitters, Inc.
ZS / Zscaler, Inc.
JKHY / Jack Henry & Associates, Inc.
CLB / Core Laboratories Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
SU / Suncor Energy Inc.
ETG / Eaton Vance Tax-Advantaged Global Dividend Income Fund
MPWR / Monolithic Power Systems, Inc.
IT / Gartner, Inc.
BST / BlackRock Science and Technology Trust
EQIX / Equinix, Inc.
VBLTX / Vanguard Bond Index Funds - Vanguard Bond Index Fund Long-Term Bond Index Fund
IXC / iShares Trust - iShares Global Energy ETF
CNH / CNH Industrial N.V.
PCRX / Pacira BioSciences, Inc.
MBB / iShares Trust - iShares MBS ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
GVA / Granite Construction Incorporated
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
JSML / Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF
GKOS / Glaukos Corporation
RQI / Cohen & Steers Quality Income Realty Fund, Inc.
UGA / United States Gasoline Fund, LP - Limited Partnership
LAC / Lithium Americas Corp.
COF / Capital One Financial Corporation
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
IGHG / ProShares Trust - ProShares Investment Grade - Interest Rate Hedged
LECO * / Lincoln Electric Holdings, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
ELV / Elevance Health, Inc.
SPMB / SPDR Series Trust - State Street SPDR Portfolio Mortgage Backed Bond ETF
FXG / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Staples AlphaDEX Fund
KNF / Knife River Corporation
EWC / iShares, Inc. - iShares MSCI Canada ETF
SMOG / VanEck ETF Trust - VanEck Low Carbon Energy ETF
COLB / Columbia Banking System, Inc.
TROW / T. Rowe Price Group, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
EWW / iShares, Inc. - iShares MSCI Mexico ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
NCA / Nuveen California Municipal Value Fund
PEAK / Healthpeak Properties, Inc.
PATK / Patrick Industries, Inc.
AROC / Archrock, Inc.
E / Eni S.p.A. - Depositary Receipt (Common Stock)
VRSK / Verisk Analytics, Inc.
AHR / American Healthcare REIT, Inc.
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
HYLB / DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF
MDYG / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Growth ETF
OC / Owens Corning
DEO / Diageo plc - Depositary Receipt (Common Stock)
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
GGN / GAMCO Global Gold, Natural Resources & Income Trust
SPIB / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
INRO / BlackRock ETF Trust - iShares U.S. Industry Rotation Active ETF
PLXS / Plexus Corp.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
AZZ / AZZ Inc.
TECK / Teck Resources Limited
USRT / iShares Trust - iShares Core U.S. REIT ETF
ORC / Orchid Island Capital, Inc.
MT / ArcelorMittal S.A. - Depositary Receipt (Common Stock)
SPG / Simon Property Group, Inc.
FDS / FactSet Research Systems Inc.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
BNS / The Bank of Nova Scotia
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
MELI / MercadoLibre, Inc.
OGN / Organon & Co.
CEIX / CONSOL Energy Inc.
CTVA / Corteva, Inc.
CMG / Chipotle Mexican Grill, Inc.
HCA / HCA Healthcare, Inc.
EVGO / EVgo, Inc.
CWT / California Water Service Group
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
JRI / Nuveen Real Asset Income and Growth Fund
IBHG / iShares Trust - iShares iBonds 2027 Term High Yield and Income ETF
USA / Liberty All-Star Equity Fund
AEE / Ameren Corporation
RA / Brookfield Real Assets Income Fund Inc.
BOE / BlackRock Enhanced Global Dividend Trust
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
BSRR / Sierra Bancorp
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
USO / United States Oil Fund, LP - Limited Partnership
AWI / Armstrong World Industries, Inc.
TSCO / Tractor Supply Company
IWO / iShares Trust - iShares Russell 2000 Growth ETF
LCTD / BlackRock ETF Trust - iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
MTD / Mettler-Toledo International Inc.
TOST / Toast, Inc.
GRX / The Gabelli Healthcare & Wellness Trust
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
IOO / iShares Trust - iShares Global 100 ETF
PBP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 BuyWrite ETF
CSQ / Calamos Strategic Total Return Fund
CRVL / CorVel Corporation
GO / Grocery Outlet Holding Corp.
IYW / iShares Trust - iShares U.S. Technology ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF
CARG / CarGurus, Inc.
HTGC / Hercules Capital, Inc.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
ENR / Energizer Holdings, Inc.
SANM / Sanmina Corporation
KTB / Kontoor Brands, Inc.
SIG / Signet Jewelers Limited
SNFCA / Security National Financial Corporation
DLR / Digital Realty Trust, Inc.
CPRX / Catalyst Pharmaceuticals, Inc.
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
CPRT / Copart, Inc.
PPL / PPL Corporation
JPC / Nuveen Preferred & Income Opportunities Fund
BTT / Blackrock Municipal 2030 Target Term Trust
NGG / National Grid plc - Depositary Receipt (Common Stock)
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
JRS / Nuveen Real Estate Income Fund
IHG / InterContinental Hotels Group PLC - Depositary Receipt (Common Stock)
IDXX / IDEXX Laboratories, Inc.
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
HNW / Pioneer Diversified High Income Fund, Inc.
ARKF / ARK ETF Trust - ARK Blockchain & Fintech Innovation ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
MGEE / MGE Energy, Inc.
IBHJ / iShares Trust - iShares iBonds 2030 Term High Yield and Income ETF
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
SRLN / SPDR Series Trust - State Street Blackstone Senior Loan ETF
NVMI / Nova Ltd.
SWBI / Smith & Wesson Brands, Inc.
BEPC / Brookfield Renewable Corporation
CCS / Century Communities, Inc.
KALU / Kaiser Aluminum Corporation
GOOGL / Alphabet Inc.
QCOM / QUALCOMM Incorporated
RTX / RTX Corporation
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
HON / Honeywell International Inc.
PM / Philip Morris International Inc.
ROCK / Gibraltar Industries, Inc.
CEG / Constellation Energy Corporation
CSCO / Cisco Systems, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
TRV / The Travelers Companies, Inc.
ORCL / Oracle Corporation
EXC / Exelon Corporation
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
DVY / iShares Trust - iShares Select Dividend ETF
GLD / SPDR Gold Shares
INTC / Intel Corporation
JNK / SPDR Series Trust - State Street SPDR Bloomberg High Yield Bond ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
PLTR / Palantir Technologies Inc.
IDV / iShares Trust - iShares International Select Dividend ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
OKE / ONEOK, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
SLB / SLB N.V.
IBDX / iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF
COST / Costco Wholesale Corporation
HLNE / Hamilton Lane Incorporated
OII / Oceaneering International, Inc.
USB / U.S. Bancorp
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
CWI / SPDR Index Shares Funds - State Street SPDR MSCI ACWI ex-US ETF
TJX / The TJX Companies, Inc.
ROSC / Lattice Strategies Trust - Hartford Multifactor Small Cap ETF
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
NFLX / Netflix, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
ABNB / Airbnb, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
JCI / Johnson Controls International plc
WFC / Wells Fargo & Company
NVDA / NVIDIA Corporation
NFG / National Fuel Gas Company
KO / The Coca-Cola Company
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
META / Meta Platforms, Inc.
SRE / Sempra
HDV / iShares Trust - iShares Core High Dividend ETF
SPGI / S&P Global Inc.
ADSK / Autodesk, Inc.
EUSB / iShares Trust - iShares ESG Advanced Universal USD Bond ETF
WMT / Walmart Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
MWA / Mueller Water Products, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
CORP / PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CL / Colgate-Palmolive Company
IR / Ingersoll Rand Inc.
TSLA / Tesla, Inc.
IAU / iShares Gold Trust
FLOT / iShares Trust - iShares Floating Rate Bond ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
MSFT / Microsoft Corporation
BWXT / BWX Technologies, Inc.
GEV / GE Vernova Inc.
AVGO / Broadcom Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
HBAN / Huntington Bancshares Incorporated
CLMT / Calumet, Inc.
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
CME / CME Group Inc.
EAT / Brinker International, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
EXPI / eXp World Holdings, Inc.
DVN / Devon Energy Corporation
STLD / Steel Dynamics, Inc.
DG / Dollar General Corporation
BLK / BlackRock, Inc.
BIAF / bioAffinity Technologies, Inc.
FTDR / Frontdoor, Inc.
FSS / Federal Signal Corporation
FLV / American Century ETF Trust - American Century Focused Large Cap Value ETF
SG / Sweetgreen, Inc.
IIPR / Innovative Industrial Properties, Inc.
SO / The Southern Company
IVV / iShares Trust - iShares Core S&P 500 ETF
IBIT / iShares Bitcoin Trust ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
ADUS / Addus HomeCare Corporation
PSA / Public Storage
KGS / Kodiak Gas Services, Inc.
TGT / Target Corporation
ROUS / Lattice Strategies Trust - Hartford Multifactor US Equity ETF
TLRY / Tilray Brands, Inc.
FSMD / Fidelity Covington Trust - Fidelity Small-Mid Multifactor ETF
LULU / lululemon athletica inc.
BK / The Bank of New York Mellon Corporation
NMZ / Nuveen Municipal High Income Opportunity Fund
RELX / RELX PLC - Depositary Receipt (Common Stock)
WPM / Wheaton Precious Metals Corp.
ABR / Arbor Realty Trust, Inc.
ENFFF / Enbridge Inc. - Preferred Security
FLLV / Franklin U.S. Core Dividend Tilt Index ETF - Franklin U.S. Low Volatility ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
NTR / Nutrien Ltd.
NLOP / Net Lease Office Properties
PSX / Phillips 66
FTV / Fortive Corporation
CRS / Carpenter Technology Corporation
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
IMNN / Imunon, Inc.
CEF / Sprott Physical Gold and Silver Trust
LOGN / Logitech International S.A.
CLOV / Clover Health Investments, Corp.
SMCI / Super Micro Computer, Inc.
CCJ / Cameco Corporation
RC / Ready Capital Corporation
BHE / Benchmark Electronics, Inc.
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
BCSF / Bain Capital Specialty Finance, Inc.
SDGR / Schrödinger, Inc.
BKNG / Booking Holdings Inc.
FELE / Franklin Electric Co., Inc.
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
DRI / Darden Restaurants, Inc.
DE / Deere & Company
ICVT / iShares Trust - iShares Convertible Bond ETF
ET / Energy Transfer LP - Limited Partnership
RYC / Royal Bank of Canada
ETHE / Grayscale Ethereum Staking ETF
MA / Mastercard Incorporated
CROX / Crocs, Inc.
PHYS / Sprott Physical Gold Trust
WAB / Westinghouse Air Brake Technologies Corporation
EA / Electronic Arts Inc.
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
BUI / BlackRock Utilities, Infrastructure & Power Opportunities Trust
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
BSX / Boston Scientific Corporation
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
GDOT / Green Dot Corporation
BA / The Boeing Company
FSCO / FS Credit Opportunities Corp.
BDX / Becton, Dickinson and Company
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
MRTN / Marten Transport, Ltd.
GS / The Goldman Sachs Group, Inc.
LEN / Lennar Corporation
ABBV / AbbVie Inc.
SBUX / Starbucks Corporation
HSY / The Hershey Company
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
AMT / American Tower Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
FXC / Invesco CurrencyShares Canadian Dollar Trust
XERS / Xeris Biopharma Holdings, Inc.
IXN / iShares Trust - iShares Global Tech ETF
K / Kellanova
EL / The Estée Lauder Companies Inc.
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
KHC / The Kraft Heinz Company
MAS / Masco Corporation
EBAY / eBay Inc.
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
BWA / BorgWarner Inc.
LHX / L3Harris Technologies, Inc.
DHR / Danaher Corporation
FTS / Fortis Inc.
MCO / Moody's Corporation
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
SIRI / Sirius XM Holdings Inc.
DUK / Duke Energy Corporation
CMI / Cummins Inc.
PRGS / Progress Software Corporation
SPXC / SPX Technologies, Inc.
AEM / Agnico Eagle Mines Limited
CRWD / CrowdStrike Holdings, Inc.
SUI / Sun Communities, Inc.
PFE / Pfizer Inc.
HNI / HNI Corporation
VST / Vistra Corp.
NDSN / Nordson Corporation
ACN / Accenture plc
DAL / Delta Air Lines, Inc.
WTRG / Essential Utilities, Inc.
XYZ / Block, Inc.
LYV / Live Nation Entertainment, Inc.
DORM / Dorman Products, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
AMZN / Amazon.com, Inc.
ROST / Ross Stores, Inc.
TA / TransAlta Corporation
ARMK / Aramark
IX / ORIX Corporation - Depositary Receipt (Common Stock)
SNY / Sanofi - Depositary Receipt (Common Stock)
DDOG / Datadog, Inc.
ROKU / Roku, Inc.
MU / Micron Technology, Inc.
WH / Wyndham Hotels & Resorts, Inc.
PRDO / Perdoceo Education Corporation
MRVL / Marvell Technology, Inc.
BTU / Peabody Energy Corporation
ISRG / Intuitive Surgical, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
NVS / Novartis AG - Depositary Receipt (Common Stock)
WSM / Williams-Sonoma, Inc.
RBA / RB Global, Inc.
TTD / The Trade Desk, Inc.
VPLS / Vanguard Malvern Funds - Core Plus Bond Fund
CBOE / Cboe Global Markets, Inc.
JAZZ / Jazz Pharmaceuticals plc
ULTA / Ulta Beauty, Inc.
JBLU / JetBlue Airways Corporation
BCC / Boise Cascade Company
EMN / Eastman Chemical Company
CNNE / Cannae Holdings, Inc.
VCEL / Vericel Corporation
XOM / Exxon Mobil Corporation
UBER / Uber Technologies, Inc.
JNJ / Johnson & Johnson
IBM / International Business Machines Corporation
URI / United Rentals, Inc.
OGE / OGE Energy Corp.
AX / Axos Financial, Inc.
CPK / Chesapeake Utilities Corporation
AMGN / Amgen Inc.
MAIN / Main Street Capital Corporation
LLY / Eli Lilly and Company
APH / Amphenol Corporation
MOS / The Mosaic Company
LVS / Las Vegas Sands Corp.
XOP / SPDR Series Trust - State Street SPDR S&P Oil & Gas Exploration & Production ETF
TER / Teradyne, Inc.
TAP.A / Molson Coors Beverage Company
MFC / Manulife Financial Corporation
KKR / KKR & Co. Inc.
MLM / Martin Marietta Materials, Inc.
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
CRC / California Resources Corporation
INTU / Intuit Inc.
SYY / Sysco Corporation
MKC / McCormick & Company, Incorporated
NSA / National Storage Affiliates Trust
PHM / PulteGroup, Inc.
NTES / NetEase, Inc. - Depositary Receipt (Common Stock)
AMAT / Applied Materials, Inc.
IOT / Samsara Inc.
QS / QuantumScape Corporation
AJG / Arthur J. Gallagher & Co.
NLR / VanEck ETF Trust - VanEck Uranium+Nuclear Energy ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
ICE / Intercontinental Exchange, Inc.
SKLZ / Skillz Inc.
EW / Edwards Lifesciences Corporation
CDNA / CareDx, Inc.
NTRS / Northern Trust Corporation
WM / Waste Management, Inc.
CRM / Salesforce, Inc.
GRMN / Garmin Ltd.
KLAC / KLA Corporation
LOW / Lowe's Companies, Inc.
AXL / Dauch Corporation
FIVE / Five Below, Inc.
KTOS / Kratos Defense & Security Solutions, Inc.
VSCO / Victoria's Secret & Co.
GEN / Gen Digital Inc.
ANET / Arista Networks, Inc.
CDNS / Cadence Design Systems, Inc.
SHOP / Shopify Inc.
MRK / Merck & Co., Inc.
RDNT / RadNet, Inc.
ORLY / O'Reilly Automotive, Inc.
HALO / Halozyme Therapeutics, Inc.
TRST / TrustCo Bank Corp NY
SATS / EchoStar Corporation
FHN / First Horizon Corporation
TT / Trane Technologies plc
BAC.PRL / Bank of America Corporation - Preferred Stock
PHIN / PHINIA Inc.
FNK / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Value AlphaDEX Fund
NXT / Nextpower Inc.
VTRS / Viatris Inc.
TRP / TC Energy Corporation
TXRH / Texas Roadhouse, Inc.
JHX / James Hardie Industries plc
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
VTC / Vanguard Scottsdale Funds - Vanguard Total Corporate Bond ETF
TYG / Tortoise Energy Infrastructure Corporation
OXY / Occidental Petroleum Corporation
KAR / OPENLANE, Inc.
MYRG / MYR Group Inc.
PWR / Quanta Services, Inc.
WAFD / WaFd, Inc
MBC / MasterBrand, Inc.
LE / Lands' End, Inc.
FIS / Fidelity National Information Services, Inc.
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
PFIS / Peoples Financial Services Corp.
CPAY / Corpay, Inc.
TMDX / TransMedics Group, Inc.
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
BMRC / Bank of Marin Bancorp
PLAB / Photronics, Inc.
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
PFL / PIMCO Income Strategy Fund
AAP / Advance Auto Parts, Inc.
AMED / Amedisys, Inc.
KIO / KKR Income Opportunities Fund
AZEK / The AZEK Company Inc.
ITCI / Intra-Cellular Therapies, Inc.
ACES / ALPS ETF Trust - ALPS Clean Energy ETF
MPC / Marathon Petroleum Corporation
SAP / SAP SE - Depositary Receipt (Common Stock)
FN / Fabrinet
FSM / Fortuna Mining Corp.
CRK / Comstock Resources, Inc.
SHOO / Steven Madden, Ltd.
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
AHCO / AdaptHealth Corp.
CHD / Church & Dwight Co., Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
CRDO / Credo Technology Group Holding Ltd
DB / Deutsche Bank Aktiengesellschaft
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
MGY / Magnolia Oil & Gas Corporation
CNQ / Canadian Natural Resources Limited
PGF / Invesco Exchange-Traded Fund Trust - Invesco Financial Preferred ETF
PNW / Pinnacle West Capital Corporation
NAZ / Nuveen Arizona Quality Municipal Income Fund
APOG / Apogee Enterprises, Inc.
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
XLB / The Select Sector SPDR Trust - State Street Materials Select Sector SPDR ETF
IWB / iShares Trust - iShares Russell 1000 ETF
CYH / Community Health Systems, Inc.
AM / Antero Midstream Corporation
VRTX / Vertex Pharmaceuticals Incorporated
ABG / Asbury Automotive Group, Inc.
DY / Dycom Industries, Inc.
AXTA / Axalta Coating Systems Ltd.
WBD / Warner Bros. Discovery, Inc.
HASI / HA Sustainable Infrastructure Capital, Inc.
NOV / NOV Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
NUE / Nucor Corporation
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
KNSA / Kiniksa Pharmaceuticals International, plc
AON / Aon plc
DVYA / iShares, Inc. - iShares Asia/Pacific Dividend ETF
MMC / Marsh & McLennan Companies, Inc.
GGG / Graco Inc.
IGM / iShares Trust - iShares Expanded Tech Sector ETF
RWO / SPDR Index Shares Funds - State Street SPDR Dow Jones Global Real Estate ETF
NU / Nu Holdings Ltd.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
ASTS / AST SpaceMobile, Inc.
SFM / Sprouts Farmers Market, Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
RIVN / Rivian Automotive, Inc.
EMGF / iShares, Inc. - iShares Emerging Markets Equity Factor ETF
RITM / Rithm Capital Corp.
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
WEED / Canopy Growth Corporation
UPS / United Parcel Service, Inc.
DGX / Quest Diagnostics Incorporated
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
SMLR / Semler Scientific, Inc.
ACAD / ACADIA Pharmaceuticals Inc.
BIVI / BioVie Inc.
HURA / TuHURA Biosciences, Inc.
AGD / Abrdn Global Dynamic Dividend Fund
AXP / American Express Company
ASTH / Astrana Health, Inc.
BX / Blackstone Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
KMI / Kinder Morgan, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
JQC / Nuveen Credit Strategies Income Fund
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
FNV / Franco-Nevada Corporation
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
PNC / The PNC Financial Services Group, Inc.
COIN / Coinbase Global, Inc.
LMAT / LeMaitre Vascular, Inc.
QLYS / Qualys, Inc.
GME / GameStop Corp.
RLI / RLI Corp.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
ARCC / Ares Capital Corporation
TOTL / SPDR Series Trust - State Street DoubleLine Total Return Tactical ETF
CHPT / ChargePoint Holdings, Inc.
AFL / Aflac Incorporated
NDAQ / Nasdaq, Inc.
VNOM / Viper Energy, Inc.
GIS / General Mills, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
TTI / TETRA Technologies, Inc.
CSLR / Complete Solaria, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
NAC / Nuveen California Quality Municipal Income Fund
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
LIN / Linde plc
JPIE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF
CRBN / iShares Trust - iShares Low Carbon Optimized MSCI ACWI ETF
FITB / Fifth Third Bancorp
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
SNOW / Snowflake Inc.
ETH / Grayscale Ethereum Staking Mini ETF
CMF / iShares Trust - iShares California Muni Bond ETF
LRN / Stride, Inc.
PFXF / VanEck ETF Trust - VanEck Preferred Securities ex Financials ETF
BSM / Black Stone Minerals, L.P. - Limited Partnership
CCL / Carnival Corporation Ltd.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
CLH / Clean Harbors, Inc.
SPSC / SPS Commerce, Inc.
ROP / Roper Technologies, Inc.
FSK / FS KKR Capital Corp.
BRK.A / Berkshire Hathaway Inc.
ADP / Automatic Data Processing, Inc.
JPM / JPMorgan Chase & Co.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
SPY / State Street SPDR S&P 500 ETF Trust
HD / The Home Depot, Inc.
NEE / NextEra Energy, Inc.
QQQ / Invesco QQQ Trust, Series 1
VUG / Vanguard Index Funds - Vanguard Growth ETF
SHW / The Sherwin-Williams Company
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
MDT / Medtronic plc
CSX / CSX Corporation
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
BAC / Bank of America Corporation
ESS / Essex Property Trust, Inc.
ADI / Analog Devices, Inc.
MDLZ / Mondelez International, Inc.
DUSB / Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF
AWR / American States Water Company
CQP / Cheniere Energy Partners, L.P. - Limited Partnership
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
MLI / Mueller Industries, Inc.
SXI / Standex International Corporation
GOOG / Alphabet Inc.
ETN / Eaton Corporation plc
RCL / Royal Caribbean Cruises Ltd.
BRC / Brady Corporation
BROS / Dutch Bros Inc.
DHI / D.R. Horton, Inc.
MO / Altria Group, Inc.
UDMY / Udemy, Inc.
CAT / Caterpillar Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
FNF / Fidelity National Financial, Inc.
NWBI / Northwest Bancshares, Inc.
FLD / Fold Holdings, Inc.
CB / Chubb Limited
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
LRCX / Lam Research Corporation
GBTC / Grayscale Bitcoin Trust (BTC)
MMSI / Merit Medical Systems, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
BMY / Bristol-Myers Squibb Company
STRL / Sterling Infrastructure, Inc.
MCK / McKesson Corporation
FBTC / Fidelity Wise Origin Bitcoin Fund
NKE / NIKE, Inc.
FCX / Freeport-McMoRan Inc.
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
HWKN / Hawkins, Inc.
PLD / Prologis, Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
ADBE / Adobe Inc.
BRP / The Baldwin Insurance Group, Inc.
SPTL / SPDR Series Trust - State Street SPDR Portfolio Long Term Treasury ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
QEPC / Q.E.P. Co., Inc.
PEP / PepsiCo, Inc.
GILD / Gilead Sciences, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
TOL / Toll Brothers, Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
GOLF / Acushnet Holdings Corp.
F / Ford Motor Company
LXP / LXP Industrial Trust
KMB / Kimberly-Clark Corporation
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
WELL / Welltower Inc.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
GMED / Globus Medical, Inc.
DELL / Dell Technologies Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
SYK / Stryker Corporation
JJSF / J&J Snack Foods Corp.
BMI / Badger Meter, Inc.
MSTR / Strategy Inc
MUC / BlackRock MuniHoldings California Quality Fund, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
KBH / KB Home
C / Citigroup Inc.
OKTA / Okta, Inc.
DECK / Deckers Outdoor Corporation
UNH / UnitedHealth Group Incorporated
HPQ / HP Inc.
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
EMR / Emerson Electric Co.
PANW / Palo Alto Networks, Inc.
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
HR / Healthcare Realty Trust Incorporated
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
COP / ConocoPhillips
COR / Cencora, Inc.
V / Visa Inc.
TXN / Texas Instruments Incorporated
ITW / Illinois Tool Works Inc.
VZ / Verizon Communications Inc.
SLV / iShares Silver Trust
ABT / Abbott Laboratories
NKX / Nuveen California AMT-Free Quality Municipal Income Fund
CVS / CVS Health Corporation
O / Realty Income Corporation
GJR / Strats Trust For Procter & Gambel Security - Preferred Security
MCD / McDonald's Corporation
LMT / Lockheed Martin Corporation
YUM / Yum! Brands, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
BTC / Grayscale Bitcoin Mini Trust
CASH / Pathward Financial, Inc.
INDA / iShares Trust - iShares MSCI India ETF
WHD / Cactus, Inc.
NET / Cloudflare, Inc.
LCTU / BlackRock ETF Trust - iShares U.S. Carbon Transition Readiness Aware Active ETF
PSFE / Paysafe Limited
AIT / Applied Industrial Technologies, Inc.
SMPL / The Simply Good Foods Company
CHGG / Chegg, Inc.
CSW / CSW Industrials, Inc.
CUZ / Cousins Properties Incorporated
HIMX / Himax Technologies, Inc. - Depositary Receipt (Common Stock)
SHV / iShares Trust - iShares 0-1 Year Treasury Bond ETF
LNG / Cheniere Energy, Inc.
SDS / ProShares Trust - ProShares UltraShort S&P500
FSLR / First Solar, Inc.
GE / General Electric Company
TMUS / T-Mobile US, Inc.