Market Value8,198,989,293
Total Holdings1109
File Date2025-05-15
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)
IWB / iShares Trust - iShares Russell 1000 ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
SONO / Sonos, Inc.
BITB / Bitwise Bitcoin ETF
SPXC / SPX Technologies, Inc.
SPGM / SPDR Index Shares Funds - State Street SPDR Portfolio MSCI Global Stock Market ETF
ADM / Archer-Daniels-Midland Company
HUMA / Humacyte, Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
CCI / Crown Castle Inc.
VMC / Vulcan Materials Company
BAC / Bank of America Corporation
BJ / BJ's Wholesale Club Holdings, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
SHV / iShares Trust - iShares 0-1 Year Treasury Bond ETF
OGE / OGE Energy Corp.
CI / The Cigna Group
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
TSCO / Tractor Supply Company
CPAY / Corpay, Inc.
BBDC / Barings BDC, Inc.
LLY / Eli Lilly and Company
DKNG / DraftKings Inc.
PR / Permian Resources Corporation
SFBS / ServisFirst Bancshares, Inc.
HCA / HCA Healthcare, Inc.
CSX / CSX Corporation
NEM / Newmont Corporation
PAGP / Plains GP Holdings, L.P. - Limited Partnership
WCN / Waste Connections, Inc.
ECF / Ellsworth Growth and Income Fund Ltd.
LNT / Alliant Energy Corporation
BBD / Banco Bradesco S.A. - Depositary Receipt (Common Stock)
HST / Host Hotels & Resorts, Inc.
BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
GBX / The Greenbrier Companies, Inc.
CWI / SPDR Index Shares Funds - State Street SPDR MSCI ACWI ex-US ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
SER / Serina Therapeutics, Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
IGF / iShares Trust - iShares Global Infrastructure ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
HASI / HA Sustainable Infrastructure Capital, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
EWL / iShares, Inc. - iShares MSCI Switzerland ETF
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
MO / Altria Group, Inc.
EA / Electronic Arts Inc.
SRE / Sempra
DOCU / DocuSign, Inc.
XLRE / The Select Sector SPDR Trust - State Street Real Estate Select Sector SPDR ETF
FHN / First Horizon Corporation
LIN / Linde plc
BRK.A / Berkshire Hathaway Inc.
IBIT / iShares Bitcoin Trust ETF
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
SLYV / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
IXC / iShares Trust - iShares Global Energy ETF
JPM / JPMorgan Chase & Co.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
FSK / FS KKR Capital Corp.
QCOM / QUALCOMM Incorporated
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
HWM / Howmet Aerospace Inc.
MTB / M&T Bank Corporation
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
BTC / Grayscale Bitcoin Mini Trust
BIPC / Brookfield Infrastructure Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
AAPL / Apple Inc. Put
IWL / iShares Trust - iShares Russell Top 200 ETF
AMP / Ameriprise Financial, Inc.
PAYX / Paychex, Inc.
CRSP / CRISPR Therapeutics AG
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
VLO / Valero Energy Corporation
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
NGL / NGL Energy Partners LP - Limited Partnership
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
IAU / iShares Gold Trust
XOM / Exxon Mobil Corporation
CBLS / Elevation Series Trust - Clough Hedged Equity ETF
JOE / The St. Joe Company
BSMR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
VIOG / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Growth ETF
HBAN / Huntington Bancshares Incorporated
ZTS / Zoetis Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
SGI / Somnigroup International Inc.
EG / Everest Group, Ltd.
LHX / L3Harris Technologies, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
FTA / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund
CWB / SPDR Series Trust - State Street SPDR Bloomberg Convertible Securities ETF
ROK / Rockwell Automation, Inc.
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
FRME / First Merchants Corporation
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
DUOL / Duolingo, Inc.
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
FUTY / Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
XAR / SPDR Series Trust - State Street SPDR S&P Aerospace & Defense ETF
DIAX / Nuveen Dow 30 Dynamic Overwrite Fund
SPIP / SPDR Series Trust - State Street SPDR Portfolio TIPS ETF
MU / Micron Technology, Inc.
ADSK / Autodesk, Inc.
WDAY / Workday, Inc.
KR / The Kroger Co.
UL / Unilever PLC - Depositary Receipt (Common Stock)
IDV / iShares Trust - iShares International Select Dividend ETF
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
DUSA / Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
RNA / Atrium Therapeutics, Inc.
HSY / The Hershey Company
GEV / GE Vernova Inc.
HEIA / Heico Corp. - Class A
IQI / Invesco Quality Municipal Income Trust
IBM / International Business Machines Corporation
THO / THOR Industries, Inc.
K / Kellanova
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
PCEF / Invesco Exchange-Traded Fund Trust II - Invesco CEF Income Composite ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
ASG / Liberty All-Star Growth Fund, Inc.
FOXF / Fox Factory Holding Corp.
PKST / Peakstone Realty Trust
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
MET / MetLife, Inc.
CSHI / NEOS ETF Trust - NEOS Enhanced Income 1-3 Month T-Bill ETF
CRM / Salesforce, Inc.
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
ADVM / Adverum Biotechnologies, Inc.
BLDR / Builders FirstSource, Inc.
ORI / Old Republic International Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
IRT / Independence Realty Trust, Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
STT / State Street Corporation
XYZ / Block, Inc.
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
RGLD / Royal Gold, Inc.
TTD / The Trade Desk, Inc.
TMFC / The RBB Fund, Inc. - Motley Fool 100 Index ETF
KOPN / Kopin Corporation
CBSE / Elevation Series Trust - Clough Select Equity ETF
PALC / Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
CBLS / Elevation Series Trust - Clough Hedged Equity ETF
SUN / Sunoco LP - Limited Partnership
SPGI / S&P Global Inc.
GNTX / Gentex Corporation
TWLO / Twilio Inc.
IAI / iShares Trust - iShares U.S. Broker-Dealers & Securities Exchanges ETF
PCAR / PACCAR Inc
NPK / National Presto Industries, Inc.
RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
WELL / Welltower Inc.
RCL / Royal Caribbean Cruises Ltd.
COF / Capital One Financial Corporation
NICE / NICE Ltd. - Depositary Receipt (Common Stock)
PLD / Prologis, Inc.
LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF
PGR / The Progressive Corporation
MAGS / Listed Funds Trust - Roundhill Magnificent Seven ETF
UNP / Union Pacific Corporation
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
ROP / Roper Technologies, Inc.
AMJB / Alerian MLP Index ETNs due January 28, 2044
SBUX / Starbucks Corporation
SHW / The Sherwin-Williams Company
MGA N / Magna International Inc.
HIG / The Hartford Insurance Group, Inc.
CGXU / Capital Group International Focus Equity ETF
AKAM / Akamai Technologies, Inc.
TMUS / T-Mobile US, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
YUMC / Yum China Holdings, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
TOTL / SPDR Series Trust - State Street DoubleLine Total Return Tactical ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
ODFL / Old Dominion Freight Line, Inc.
GPN / Global Payments Inc.
ACN / Accenture plc
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
IYT / iShares Trust - iShares U.S. Transportation ETF
WBD / Warner Bros. Discovery, Inc.
AVK / Advent Convertible and Income Fund
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
ORLY / O'Reilly Automotive, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
PNC / The PNC Financial Services Group, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
PPLT / abrdn Platinum ETF Trust - abrdn Physical Platinum Shares ETF
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
HYMB / SPDR Series Trust - State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
NEA / Nuveen AMT-Free Quality Municipal Income Fund
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
PAX / Patria Investments Limited
LNG / Cheniere Energy, Inc.
USB / U.S. Bancorp
UTF / Cohen & Steers Infrastructure Fund, Inc
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
OZK / Bank OZK
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
TGT / Target Corporation
BMY / Bristol-Myers Squibb Company
DEO / Diageo plc - Depositary Receipt (Common Stock)
MCR / MFS Charter Income Trust
BDX / Becton, Dickinson and Company
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
IQV / IQVIA Holdings Inc.
AYI / Acuity Inc.
RNST / Renasant Corporation
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
ROKU / Roku, Inc.
IBHI / iShares Trust - iShares iBonds 2029 Term High Yield and Income ETF
ADP / Automatic Data Processing, Inc.
WY / Weyerhaeuser Company
IWF / iShares Trust - iShares Russell 1000 Growth ETF
IEUR / iShares Trust - iShares Core MSCI Europe ETF
ITW / Illinois Tool Works Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
META / Meta Platforms, Inc.
BLK / BlackRock, Inc.
CL / Colgate-Palmolive Company
ARMK / Aramark
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
STE / STERIS plc
PATK / Patrick Industries, Inc.
LII / Lennox International Inc.
AMZN / Amazon.com, Inc.
CHTR / Charter Communications, Inc.
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
GL / Globe Life Inc.
NFE / New Fortress Energy Inc.
MINO / PIMCO ETF Trust - PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
KDP / Keurig Dr Pepper Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
RSG / Republic Services, Inc.
OTIS / Otis Worldwide Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
QQQ / Invesco QQQ Trust, Series 1
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
JNJ / Johnson & Johnson
CLSD / Clearside Biomedical, Inc.
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
PSLV / Sprott Physical Silver Trust
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
CTAS / Cintas Corporation
LOW / Lowe's Companies, Inc.
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
CMI / Cummins Inc.
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
PRA / ProAssurance Corporation
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
EWC / iShares, Inc. - iShares MSCI Canada ETF
AFL / Aflac Incorporated
AON / Aon plc
PLXS / Plexus Corp.
WMB / The Williams Companies, Inc.
FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund
SW / Smurfit Westrock Plc
XEL / Xcel Energy Inc.
BSCW / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF
PWB / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Growth ETF
ROM / ProShares Trust - ProShares Ultra Technology
USTB / Victory Portfolios II - VictoryShares Short-Term Bond ETF
MKL / Markel Group Inc.
OKE / ONEOK, Inc.
AWK / American Water Works Company, Inc.
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
ITUB / Itaú Unibanco Holding S.A. - Depositary Receipt (Common Stock)
EWJ / iShares, Inc. - iShares MSCI Japan ETF
BSCX / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF
NFLX / Netflix, Inc.
CHW / Calamos Global Dynamic Income Fund
TRV / The Travelers Companies, Inc.
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
PEP / PepsiCo, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
EIM / Eaton Vance Municipal Bond Fund
ATO / Atmos Energy Corporation
PH / Parker-Hannifin Corporation
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
LMT / Lockheed Martin Corporation
MCO / Moody's Corporation
UNH / UnitedHealth Group Incorporated
BSX / Boston Scientific Corporation
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
GS / The Goldman Sachs Group, Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
CMCS.A / Comcast Corporation
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
VFMO / Vanguard Wellington Fund - Vanguard U.S. Momentum Factor ETF
FCX / Freeport-McMoRan Inc.
HPQ / HP Inc.
BTZ / BlackRock Credit Allocation Income Trust
HLN / Haleon plc - Depositary Receipt (Common Stock)
EXC / Exelon Corporation
DOV / Dover Corporation
KHC / The Kraft Heinz Company
LEN / Lennar Corporation
FTNT / Fortinet, Inc.
TXN / Texas Instruments Incorporated
SPEM / SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF
URI / United Rentals, Inc.
ISCF / iShares Trust - iShares International Small-Cap Equity Factor ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
HAE / Haemonetics Corporation
BK / The Bank of New York Mellon Corporation
MUB / iShares Trust - iShares National Muni Bond ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
1UBSG / UBS Group AG
SURE / AdvisorShares Trust - AdvisorShares Insider Advantage ETF
PPL / PPL Corporation
FTF / Franklin Limited Duration Income Trust
CEG / Constellation Energy Corporation
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
ALL / The Allstate Corporation
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
PLUG / Plug Power Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
DFEV / Dimensional ETF Trust - Dimensional Emerging Markets Value ETF
CAH / Cardinal Health, Inc.
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
FVCB / FVCBankcorp, Inc.
SBI / Western Asset Intermediate Muni Fund Inc.
RSPU / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Utilities ETF
ECL / Ecolab Inc.
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
NBH / Neuberger Berman Income Funds - Neuberger Municipal Fund Inc.
QSR / Restaurant Brands International Inc.
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
AVGO / Broadcom Inc.
HPE / Hewlett Packard Enterprise Company
STEW / SRH Total Return Fund, Inc.
AXP / American Express Company
MMC / Marsh & McLennan Companies, Inc.
RYN / Rayonier Inc.
TMO / Thermo Fisher Scientific Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
FCNCA / First Citizens BancShares, Inc.
SLV / iShares Silver Trust
GIS / General Mills, Inc.
SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF
XHB / SPDR Series Trust - State Street SPDR S&P Homebuilders ETF
VRSK / Verisk Analytics, Inc.
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
CGDV / Capital Group Dividend Value ETF
CAG / Conagra Brands, Inc.
HYT / BlackRock Corporate High Yield Fund, Inc.
ISPY / ProShares Trust - ProShares S&P 500 High Income ETF
SJM / The J. M. Smucker Company
HYDB / iShares Trust - iShares High Yield Systematic Bond ETF
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
BAM / Brookfield Asset Management Ltd.
SPAB / SPDR Series Trust - State Street SPDR Portfolio Aggregate Bond ETF
GD / General Dynamics Corporation
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
ILCV / iShares Trust - iShares Morningstar Value ETF
KMX / CarMax, Inc.
BHK / BlackRock Core Bond Trust
RGEN / Repligen Corporation
CPSR / Calamos ETF Trust - Calamos S&P 500 Structured Alt Protection ETF - March
IYJ / iShares Trust - iShares U.S. Industrials ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
MELI / MercadoLibre, Inc.
VTES / Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF
CLOI / VanEck ETF Trust - VanEck CLO ETF
ETN / Eaton Corporation plc
OEF / iShares Trust - iShares S&P 100 ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
BCX / Blackrock Resources & Commodities Strategy Trust
IOO / iShares Trust - iShares Global 100 ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
PVAL / Putnam ETF Trust - Putnam Focused Large Cap Value ETF
OXLC / Oxford Lane Capital Corp.
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
EHC / Encompass Health Corporation
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
EVSD / Morgan Stanley ETF Trust - Eaton Vance Short Duration Income ETF
F / Ford Motor Company
BIBL / Northern Lights Fund Trust IV - Inspire 100 ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
FFBC / First Financial Bancorp.
LGI / Lazard Global Total Return and Income Fund, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
CPSD / Calamos ETF Trust - Calamos S&P 500 Structured Alt Protection ETF - December
EXR / Extra Space Storage Inc.
WTW / Willis Towers Watson Public Limited Company
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
PBT / Permian Basin Royalty Trust
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
IBB / iShares Trust - iShares Biotechnology ETF
PRU / Prudential Financial, Inc.
FFA / First Trust Enhanced Equity Income Fund
PSN / Parsons Corporation
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
SPMB / SPDR Series Trust - State Street SPDR Portfolio Mortgage Backed Bond ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
WPC / W. P. Carey Inc.
RXST / RxSight, Inc.
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
MLM / Martin Marietta Materials, Inc.
IEV / iShares Trust - iShares Europe ETF
CB / Chubb Limited
NUKZ / Exchange Traded Concepts Trust - Range Nuclear Renaissance Index ETF
BWIN / The Baldwin Insurance Group, Inc.
SPYI / NEOS ETF Trust - NEOS S&P 500 High Income ETF
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
JPIE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
QGRO / American Century ETF Trust - American Century U.S. Quality Growth ETF
SCHY / Schwab Strategic Trust - Schwab International Dividend Equity ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
AM / Antero Midstream Corporation
DELL / Dell Technologies Inc.
VLTO / Veralto Corporation
RWK / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
EMR / Emerson Electric Co.
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
TFC / Truist Financial Corporation
XHE / SPDR Series Trust - State Street SPDR S&P Health Care Equipment ETF
ADBE / Adobe Inc.
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
GBTC / Grayscale Bitcoin Trust (BTC)
XLB / The Select Sector SPDR Trust - State Street Materials Select Sector SPDR ETF
OMC / Omnicom Group Inc.
SYK / Stryker Corporation
AMAT / Applied Materials, Inc.
PFFD / Global X Funds - Global X U.S. Preferred ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
SPTS / SPDR Series Trust - State Street SPDR Portfolio Short Term Treasury ETF
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
FDS / FactSet Research Systems Inc.
MSFT / Microsoft Corporation
REGN / Regeneron Pharmaceuticals, Inc.
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
MBB / iShares Trust - iShares MBS ETF
CPSN / Calamos ETF Trust - Calamos S&P 500 Structured Alt Protection ETF - November
MEAR / iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond Active ETF
NRO / Neuberger Berman Income Funds - Neuberger Real Estate Securities Income Fund Inc.
GM / General Motors Company
AES / The AES Corporation
WAB / Westinghouse Air Brake Technologies Corporation
KRE / SPDR Series Trust - State Street SPDR S&P Regional Banking ETF
LYTS / LSI Industries Inc.
MFM / MFS Municipal Income Trust
LYB / LyondellBasell Industries N.V.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
JCI / Johnson Controls International plc
MKC / McCormick & Company, Incorporated
THQ / Abrdn Healthcare Opportunities Fund
WFC / Wells Fargo & Company
ABT / Abbott Laboratories
BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF
STX / Seagate Technology Holdings plc
TDG / TransDigm Group Incorporated
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
UCBI / United Community Banks, Inc.
ETHE / Grayscale Ethereum Staking ETF
PNW / Pinnacle West Capital Corporation
HON / Honeywell International Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
KKR / KKR & Co. Inc.
LAMR / Lamar Advertising Company
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
UBER / Uber Technologies, Inc.
XSLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF
SPY / State Street SPDR S&P 500 ETF Trust
PCH / PotlatchDeltic Corporation
GEHC / GE HealthCare Technologies Inc.
NLY / Annaly Capital Management, Inc.
FITB / Fifth Third Bancorp
PLTR / Palantir Technologies Inc.
EYPT / EyePoint, Inc.
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
CRWD / CrowdStrike Holdings, Inc.
BA / The Boeing Company
IXG / iShares Trust - iShares Global Financials ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
VALE / Vale S.A. - Depositary Receipt (Common Stock)
INDA / iShares Trust - iShares MSCI India ETF
ABNB / Airbnb, Inc.
REGL / ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF
SSNC / SS&C Technologies Holdings, Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
PWR / Quanta Services, Inc.
SJNK / SPDR Series Trust - State Street SPDR Bloomberg Short Term High Yield Bond ETF
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
DTE / DTE Energy Company
ORCL / Oracle Corporation
VNLA / Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF
EIDO / iShares Trust - iShares MSCI Indonesia ETF
CP / Canadian Pacific Kansas City Limited
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
PECO / Phillips Edison & Company, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
IWX / iShares Trust - iShares Russell Top 200 Value ETF
VZ / Verizon Communications Inc.
KEYS / Keysight Technologies, Inc.
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
QQQE / Direxion Shares ETF Trust - NASDAQ-100 Equal Weighted Index ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
APO / Apollo Global Management, Inc.
RTX / RTX Corporation
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
CNI / Canadian National Railway Company
ARIS / Aris Water Solutions, Inc.
DNP / DNP Select Income Fund Inc.
BOE / BlackRock Enhanced Global Dividend Trust
FISV / Fiserv, Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
BAX / Baxter International Inc.
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
SOXX / iShares Trust - iShares Semiconductor ETF
UAA / Under Armour, Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
FAST / Fastenal Company
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
INTC / Intel Corporation
PFE / Pfizer Inc.
SMMV / iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF
DG / Dollar General Corporation
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
RFV / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Value ETF
SPTM / SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
UYG / ProShares Trust - ProShares Ultra Financials
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
RJF / Raymond James Financial, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
V / Visa Inc.
CBRE / CBRE Group, Inc.
FMDE / Fidelity Covington Trust - Fidelity Enhanced Mid Cap Core ETF
CHRW / C.H. Robinson Worldwide, Inc.
IHE / iShares Trust - iShares U.S. Pharmaceuticals ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
NTNX / Nutanix, Inc.
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
MGMT / Unified Series Trust - Ballast Small/Mid Cap ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
PNR / Pentair plc
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
AVSD / American Century ETF Trust - Avantis Responsible International Equity ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
MSI / Motorola Solutions, Inc.
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
GCOW / Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
CDNS / Cadence Design Systems, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
RPM / RPM International Inc.
KMB / Kimberly-Clark Corporation
INFY / Infosys Limited - Depositary Receipt (Common Stock)
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
FICO / Fair Isaac Corporation
MSTR / Strategy Inc
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
LCID / Lucid Group, Inc.
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
GGM / Northern Lights Fund Trust II - GGM Macro Alignment ETF
EASTERLY GOVT PPTYS INC / (27616P103)
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
DHR / Danaher Corporation
ECLN / First Trust Exchange-Traded Fund IV - First Trust EIP Carbon Impact ETF
CWENA / Clearway Energy Inc - Class A
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
FUND / Sprott Focus Trust, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
FDX / FedEx Corporation
SMLV / SPDR Series Trust - State Street SPDR US Small Cap Low Volatility Index ETF
FRPT / Freshpet, Inc.
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
NXPI / NXP Semiconductors N.V.
GLW / Corning Incorporated
FBTC / Fidelity Wise Origin Bitcoin Fund
XOP / SPDR Series Trust - State Street SPDR S&P Oil & Gas Exploration & Production ETF
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
DVN / Devon Energy Corporation
SPTI / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Treasury ETF
RF / Regions Financial Corporation
WM / Waste Management, Inc.
AVSU / American Century ETF Trust - Avantis Responsible U.S. Equity ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
SLB / SLB N.V.
NSC / Norfolk Southern Corporation
FE / FirstEnergy Corp.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
SMDV / ProShares Trust - ProShares Russell 2000 Dividend Growers ETF
FGM / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Germany AlphaDEX Fund
GOOG / Alphabet Inc.
O / Realty Income Corporation
AMD / Advanced Micro Devices, Inc.
MVF / BlackRock MuniVest Fund, Inc.
ARCC / Ares Capital Corporation
MHK / Mohawk Industries, Inc.
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
MNKD / MannKind Corporation
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
VRTX / Vertex Pharmaceuticals Incorporated
BCS / Barclays PLC - Depositary Receipt (Common Stock)
GDV / The Gabelli Dividend & Income Trust
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund
IRM / Iron Mountain Incorporated
TMFG / The RBB Fund, Inc. - Motley Fool Global Opportunities ETF
HAL / Halliburton Company
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
ENB / Enbridge Inc.
SDOG / ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
ED / Consolidated Edison, Inc.
YUM / Yum! Brands, Inc.
EXPD / Expeditors International of Washington, Inc.
SYRE / Spyre Therapeutics, Inc.
ACVF / ETF Opportunities Trust - American Conservative Values ETF
FXU / First Trust Exchange-Traded AlphaDEX Fund - First Trust Utilities AlphaDEX Fund
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
AGGY / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
PFG / Principal Financial Group, Inc.
SPTL / SPDR Series Trust - State Street SPDR Portfolio Long Term Treasury ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
KO / The Coca-Cola Company
WAT / Waters Corporation
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
FRA / BlackRock Floating Rate Income Strategies Fund, Inc.
CBSE / Elevation Series Trust - Clough Select Equity ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
PKG / Packaging Corporation of America
SPSB / SPDR Series Trust - State Street SPDR Portfolio Short Term Corporate Bond ETF
BBSI / Barrett Business Services, Inc.
UPS / United Parcel Service, Inc.
STZ / Constellation Brands, Inc.
BRK.A / Berkshire Hathaway Inc.
AEG / Aegon Ltd. - Depositary Receipt (Common Stock)
HEI / HEICO Corporation
ALC / Alcon Inc.
PHYS / Sprott Physical Gold Trust
VLY / Valley National Bancorp
BMI / Badger Meter, Inc.
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
TEQI / T.Rowe Price Exchange-Traded Funds, Inc - T. Rowe Price Equity Income ETF
ABBV / AbbVie Inc.
ABEV / Ambev S.A. - Depositary Receipt (Common Stock)
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
CARR / Carrier Global Corporation
MCHP / Microchip Technology Incorporated
GERN / Geron Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
NOW / ServiceNow, Inc.
TARS / Tarsus Pharmaceuticals, Inc.
LDUR / PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund
FXG / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Staples AlphaDEX Fund
CMG / Chipotle Mexican Grill, Inc.
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
AMT / American Tower Corporation
PG / The Procter & Gamble Company
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
PWV / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Value ETF
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
CORP / PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
AIG / American International Group, Inc.
NOC / Northrop Grumman Corporation
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
SHOP / Shopify Inc.
EL / The Estée Lauder Companies Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
COR / Cencora, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
ADI / Analog Devices, Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
TY / Tri-Continental Corporation
VKTX / Viking Therapeutics, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
UTHR / United Therapeutics Corporation
DFS / Discover Financial Services
HDV / iShares Trust - iShares Core High Dividend ETF
EW / Edwards Lifesciences Corporation
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
BIZD / VanEck ETF Trust - VanEck BDC Income ETF
MRVL / Marvell Technology, Inc.
SLYG / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Growth ETF
BX / Blackstone Inc.
PSA / Public Storage
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
BR / Broadridge Financial Solutions, Inc.
DOW / Dow Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
EOG / EOG Resources, Inc.
TRMK / Trustmark Corporation
MAA / Mid-America Apartment Communities, Inc.
J / Jacobs Solutions Inc.
TRX / TRX Gold Corporation
MMM / 3M Company
WEC / WEC Energy Group, Inc.
GPC / Genuine Parts Company
COP / ConocoPhillips
CYBR / CyberArk Software Ltd.
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
WMT / Walmart Inc.
ACM / AECOM
AGNC / AGNC Investment Corp.
AZO / AutoZone, Inc.
PSTG / Everpure, Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
PLMR / Palomar Holdings, Inc.
SRLN / SPDR Series Trust - State Street Blackstone Senior Loan ETF
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
ASX / ASE Technology Holding Co., Ltd. - Depositary Receipt (Common Stock)
SSBK / Southern States Bancshares, Inc.
DPG / Duff & Phelps Utility and Infrastructure Fund Inc.
GRMN / Garmin Ltd.
SPRE / Tidal Trust I - SP Funds S&P Global REIT Sharia ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
SILA / Sila Realty Trust, Inc.
LADR / Ladder Capital Corp
AVES / American Century ETF Trust - Avantis Emerging Markets Value ETF
MA / Mastercard Incorporated
DGX / Quest Diagnostics Incorporated
MSCI / MSCI Inc.
FIXD / First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF
NVT / nVent Electric plc
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
WEN / The Wendy's Company
BLKB / Blackbaud, Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
CPRT / Copart, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
MDT / Medtronic plc
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
PXH / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Emerging Markets ETF
PANW / Palo Alto Networks, Inc.
ATI / ATI Inc.
DHI / D.R. Horton, Inc.
MAS / Masco Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
MCK / McKesson Corporation
SJT / San Juan Basin Royalty Trust
PYPL / PayPal Holdings, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
MPLX / MPLX LP - Limited Partnership
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
SYY / Sysco Corporation
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
USFD / US Foods Holding Corp.
LBTYK / Liberty Global Ltd.
CDW / CDW Corporation
ETJ / Eaton Vance Risk-Managed Diversified Equity Income Fund
FIX / Comfort Systems USA, Inc.
TT / Trane Technologies plc
FYT / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Value AlphaDEX Fund
EQT / EQT Corporation
S / SentinelOne, Inc.
PFLD / ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF
JBLU / JetBlue Airways Corporation
TAP / Molson Coors Beverage Company
IGM / iShares Trust - iShares Expanded Tech Sector ETF
MCD / McDonald's Corporation
CINF / Cincinnati Financial Corporation
MS / Morgan Stanley
USRT / iShares Trust - iShares Core U.S. REIT ETF
GOF / Guggenheim Strategic Opportunities Fund
SYF / Synchrony Financial
APH / Amphenol Corporation
QVAL / EA Series Trust - Alpha Architect U.S. Quantitative Value ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
C / Citigroup Inc.
GRX / The Gabelli Healthcare & Wellness Trust
SHM / SPDR Series Trust - State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
QDPL / Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
DD / DuPont de Nemours, Inc.
VCRM / Vanguard Municipal Bond Funds - Vanguard Core Tax-Exempt Bond ETF
EQIX / Equinix, Inc.
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF
SHYD / VanEck ETF Trust - VanEck Short High Yield Muni ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
CSCO / Cisco Systems, Inc.
DRI / Darden Restaurants, Inc.
IVT / InvenTrust Properties Corp.
AMGN / Amgen Inc.
BRO / Brown & Brown, Inc.
BN / Brookfield Corporation
WRB / W. R. Berkley Corporation
POOL / Pool Corporation
SNY / Sanofi - Depositary Receipt (Common Stock)
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
INTU / Intuit Inc.
CTRA / Coterra Energy Inc.
IYR / iShares Trust - iShares U.S. Real Estate ETF
DUK / Duke Energy Corporation
DFNM / Dimensional ETF Trust - Dimensional National Municipal Bond ETF
SNPS / Synopsys, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
IDU / iShares Trust - iShares U.S. Utilities ETF
MPC / Marathon Petroleum Corporation
CSQ / Calamos Strategic Total Return Fund
EFA / iShares Trust - iShares MSCI EAFE ETF
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
JSCP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
BGC / BGC Group, Inc.
ROST / Ross Stores, Inc.
UFOX / ETF Series Solutions - Defiance AI & Connective Tech ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
FNB / F.N.B. Corporation
DAL / Delta Air Lines, Inc.
LH / Labcorp Holdings Inc.
AOK / iShares Trust - iShares Core 30/70 Conservative Allocation ETF
FIS / Fidelity National Information Services, Inc.
PPG / PPG Industries, Inc.
OXY / Occidental Petroleum Corporation
AIVL / WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund
AMLP / ALPS ETF Trust - Alerian MLP ETF
GILD / Gilead Sciences, Inc.
RSF / RiverNorth Capital and Income Fund, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
TSLA / Tesla, Inc.
CCEP N / Coca-Cola Europacific Partners PLC
BKNG / Booking Holdings Inc.
PEG / Public Service Enterprise Group Incorporated
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
RDVI / First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
JKHY / Jack Henry & Associates, Inc.
FLRN / SPDR Series Trust - State Street SPDR Bloomberg Investment Grade Floating Rate ETF
MDLZ / Mondelez International, Inc.
CTVA / Corteva, Inc.
DIS / The Walt Disney Company
ABCB / Ameris Bancorp
SPYD / SPDR Series Trust - State Street SPDR Portfolio S&P 500 High Dividend ETF
HLT / Hilton Worldwide Holdings Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
OLED / Universal Display Corporation
NEE / NextEra Energy, Inc.
ET / Energy Transfer LP - Limited Partnership
CLX / The Clorox Company
OWL / Blue Owl Capital Inc.
EFX / Equifax Inc.
CTSH / Cognizant Technology Solutions Corporation
PAA / Plains All American Pipeline, L.P. - Limited Partnership
ICE / Intercontinental Exchange, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
KVUE / Kenvue Inc.
APD / Air Products and Chemicals, Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
NVDA / NVIDIA Corporation
IXN / iShares Trust - iShares Global Tech ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
SPIB / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
CEMB / iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF
IDXX / IDEXX Laboratories, Inc.
IBRX / ImmunityBio, Inc.
FGD / First Trust Exchange-Traded Fund II - First Trust Dow Jones Global Select Dividend Index Fund
SSB / SouthState Bank Corporation
AEE / Ameren Corporation
BAP / Credicorp Ltd.
GMF / SPDR Index Shares Funds - State Street SPDR S&P Emerging Asia Pacific ETF
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
TIP / iShares Trust - iShares TIPS Bond ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
PREF / Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF
D / Dominion Energy, Inc.
XMVM / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Value with Momentum ETF
DE / Deere & Company
INGR / Ingredion Incorporated
GE / General Electric Company
DLR / Digital Realty Trust, Inc.
SCI / Service Corporation International
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
DOL / WisdomTree Trust - WisdomTree True Developed International Fund
KLAC / KLA Corporation
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
DIAL / Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF
CVS / CVS Health Corporation
SO / The Southern Company
QABA / First Trust Exchange-Traded Fund - First Trust NASDAQ ABA Community Bank Index Fund
ARDC / Ares Dynamic Credit Allocation Fund, Inc.
BDVG / Litman Gregory Funds Trust - iMGP Berkshire Dividend Growth ETF
BFOR / ALPS ETF Trust - Barron's 400 ETF
HUBS / HubSpot, Inc.
ADX / Adams Diversified Equity Fund, Inc.
COST / Costco Wholesale Corporation
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
FANG / Diamondback Energy, Inc.
TJX / The TJX Companies, Inc.
MFC N / Manulife Financial Corporation
GWW / W.W. Grainger, Inc.
BURL / Burlington Stores, Inc.
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
BKR / Baker Hughes Company
GBCI / Glacier Bancorp, Inc.
PARA / Paramount Global
GNRC / Generac Holdings Inc.
RKLB / Rocket Lab Corporation
RKLB / Rocket Lab Corporation Put
FDEM / Fidelity Covington Trust - Fidelity Emerging Markets Multifactor ETF
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
IP / International Paper Company
MRK / Merck & Co., Inc.
JPIB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Bond Opportunities ETF
LRCX / Lam Research Corporation
NKE / NIKE, Inc.
AVMU / American Century Etf Trust - Advantis International Small Cap Value Etf
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
MHI / Pioneer Municipal High Income Fund, Inc.
MSOS / AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF
BGR / BlackRock Energy and Resources Trust
REET / iShares Trust - iShares Global REIT ETF
DTD / WisdomTree Trust - WisdomTree U.S. Total Dividend Fund
RYC / Royal Bank of Canada
WBA / Walgreens Boots Alliance, Inc.
CSL / Carlisle Companies Incorporated
CX / CEMEX, S.A.B. de C.V. - Depositary Receipt (Common Stock)
ESGR / Enstar Group Limited
ANSS / ANSYS, Inc.
AXON / Axon Enterprise, Inc.
IFN / Aberdeen India Fund, Inc.
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
ON / ON Semiconductor Corporation
RYAAY / Ryanair Holdings plc - Depositary Receipt (Common Stock)
CLOZ / Series Portfolios Trust - Eldridge BBB-B CLO ETF
SDOW / ProShares Trust - ProShares UltraPro Short Dow30
SKM / SK Telecom Co., Ltd. - Depositary Receipt (Common Stock)
QID / ProShares Trust - ProShares UltraShort QQQ
RELX / RELX PLC - Depositary Receipt (Common Stock)
SEIC / SEI Investments Company
NI / NiSource Inc.
FERG / Ferguson Enterprises Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
CAT / Caterpillar Inc.
ANET / Arista Networks, Inc.
PWZ / Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
AJG / Arthur J. Gallagher & Co.
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
CIVI / Civitas Resources, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
DSG N / The Descartes Systems Group Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
A / Agilent Technologies, Inc.
ETR / Entergy Corporation
WTRG / Essential Utilities, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
CVX / Chevron Corporation
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
PM / Philip Morris International Inc.
SNV / Synovus Financial Corp.
CME / CME Group Inc.
NUE / Nucor Corporation
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
ISRG / Intuitive Surgical, Inc.
RVT / Royce Small-Cap Trust, Inc.
TDY / Teledyne Technologies Incorporated
BP / BP p.l.c. - Depositary Receipt (Common Stock)
SM3 / Suncor Energy Inc.
WSM / Williams-Sonoma, Inc.
GLP / Global Partners LP - Limited Partnership
EPD / Enterprise Products Partners L.P. - Limited Partnership
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
AROC / Archrock, Inc.
AVDE / American Century ETF Trust - Avantis International Equity ETF
KMI / Kinder Morgan, Inc.
0R35 / Cameco Corporation
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
SCHW / The Charles Schwab Corporation
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
BDJ / BlackRock Enhanced Equity Dividend Trust
EBAY / eBay Inc.
NN / NextNav Inc.
SNX / TD SYNNEX Corporation
SMMU / PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
HOOD / Robinhood Markets, Inc.
TYL / Tyler Technologies, Inc.
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
ROL / Rollins, Inc.
T / AT&T Inc.
HUM / Humana Inc.
TMDX / TransMedics Group, Inc.
DXCM / DexCom, Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
AEP / American Electric Power Company, Inc.
CNP / CenterPoint Energy, Inc.
KB / KB Financial Group Inc. - Depositary Receipt (Common Stock)
ELV / Elevance Health, Inc.
ALLE / Allegion plc
ONEW / OneWater Marine Inc.
MPWR / Monolithic Power Systems, Inc.
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
THC / Tenet Healthcare Corporation
LAD / Lithia Motors, Inc.
BPMC / Blueprint Medicines Corporation
MAR / Marriott International, Inc.
ALLY / Ally Financial Inc.
CG / The Carlyle Group Inc.
CCL / Carnival Corporation Ltd.
PSX / Phillips 66
TEL / TE Connectivity plc
HIMX / Himax Technologies, Inc. - Depositary Receipt (Common Stock)
GLD / SPDR Gold Shares
VTR / Ventas, Inc.
IT / Gartner, Inc.
BALL / Ball Corporation
SFNC / Simmons First National Corporation
GOOGL / Alphabet Inc.
OCUL / Ocular Therapeutix, Inc.
BSCV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
BKH / Black Hills Corporation
PUMP / ProPetro Holding Corp.
DPZ / Domino's Pizza, Inc.
QBTS / D-Wave Quantum Inc.
AVY / Avery Dennison Corporation
HQY / HealthEquity, Inc.
TMP / Tompkins Financial Corporation
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
TRGP / Targa Resources Corp.
ADTN / ADTRAN Holdings, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
PHM / PulteGroup, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
BSJQ / Invesco BulletShares 2026 High Yield Corporate Bond ETF
HD / The Home Depot, Inc.
BBAI / BigBear.ai Holdings, Inc.
DSL / DoubleLine Income Solutions Fund
FTLS / First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
WES / Western Midstream Partners, LP - Limited Partnership
IBTP / iShares Trust - iShares iBonds Dec 2034 Term Treasury ETF
GTLS / Chart Industries, Inc.
SH / ProShares Trust - ProShares Short S&P500
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
CHKP / Check Point Software Technologies Ltd.
TQQQ / ProShares Trust - ProShares UltraPro QQQ
AAPL / Apple Inc.