| BX / Blackstone Inc.
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| GRAYSCALE ETHEREUM MINI TR E
/ COM UNIT (38964R104) |
|
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| EHI.RT / Western Asset Global High Income Fund Inc. - Equity Right
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| LPX / Louisiana-Pacific Corporation
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| DRI / Darden Restaurants, Inc.
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| UBER / Uber Technologies, Inc.
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| LOW / Lowe's Companies, Inc.
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| IVE / iShares Trust - iShares S&P 500 Value ETF
|
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| GRMN / Garmin Ltd.
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| MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
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| IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
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| GPC / Genuine Parts Company
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| SPGI / S&P Global Inc.
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| ALL / The Allstate Corporation
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| FICO / Fair Isaac Corporation
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| EIX / Edison International
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| AMGN / Amgen Inc.
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| TSLA / Tesla, Inc.
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| VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
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| SHOP / Shopify Inc.
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| DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
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| EFA / iShares Trust - iShares MSCI EAFE ETF
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| MSFT / Microsoft Corporation
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| STWD / Starwood Property Trust, Inc.
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| SBUX / Starbucks Corporation
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| NFLX / Netflix, Inc.
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| WM / Waste Management, Inc.
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| SRE / Sempra
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| GBTC / Grayscale Bitcoin Trust (BTC)
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| MAT / Mattel, Inc.
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| INTC / Intel Corporation
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| PAYX / Paychex, Inc.
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| TIP / iShares Trust - iShares TIPS Bond ETF
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| XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
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| CACI / CACI International Inc
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| VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
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| MSB / Mesabi Trust
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| CYBR / CyberArk Software Ltd.
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| SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
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| EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
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| VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
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| VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
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| SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
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| SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
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| DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
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| AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
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| PNC / The PNC Financial Services Group, Inc.
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| DHR / Danaher Corporation
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| USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
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| PG / The Procter & Gamble Company
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| CRBN / iShares Trust - iShares Low Carbon Optimized MSCI ACWI ETF
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| BAC / Bank of America Corporation
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| GS / The Goldman Sachs Group, Inc.
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| VUG / Vanguard Index Funds - Vanguard Growth ETF
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| VTV / Vanguard Index Funds - Vanguard Value ETF
|
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| BA / The Boeing Company
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| XNTK / SPDR Series Trust - State Street SPDR NYSE Technology ETF
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| VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
|
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| PSN / Parsons Corporation
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| MSTR / Strategy Inc
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| ALNY / Alnylam Pharmaceuticals, Inc.
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| IWM / iShares Trust - iShares Russell 2000 ETF
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| IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
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| IWD / iShares Trust - iShares Russell 1000 Value ETF
|
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| HTOOW / Fusion Fuel Green PLC - Equity Warrant
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| GIS / General Mills, Inc.
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| SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
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| PSTX / Poseida Therapeutics, Inc.
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| NVDA / NVIDIA Corporation
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| IWR / iShares Trust - iShares Russell Mid-Cap ETF
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| AAPL / Apple Inc.
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| KFY / Korn Ferry
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| VGT / Vanguard World Fund - Vanguard Information Technology ETF
|
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| LBTYK / Liberty Global Ltd.
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| C.WSA / Citigroup, Inc.
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| TXT / Textron Inc.
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| ETN / Eaton Corporation plc
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| EGHT / 8x8, Inc.
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| ED / Consolidated Edison, Inc.
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| DVY / iShares Trust - iShares Select Dividend ETF
|
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| IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
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| COP / ConocoPhillips
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| GILD / Gilead Sciences, Inc.
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| CVS / CVS Health Corporation
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| HOOD / Robinhood Markets, Inc.
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| GLD / SPDR Gold Shares
|
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| GE / General Electric Company
|
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| GOOGL / Alphabet Inc.
|
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| COST / Costco Wholesale Corporation
|
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| IYR / iShares Trust - iShares U.S. Real Estate ETF
|
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| SLV / iShares Silver Trust
|
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| UNH / UnitedHealth Group Incorporated
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| KMPR / Kemper Corporation
|
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| T / AT&T Inc.
|
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| QCOM / QUALCOMM Incorporated
|
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| MA / Mastercard Incorporated
|
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| CVX / Chevron Corporation
|
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| V / Visa Inc.
|
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| PSX / Phillips 66
|
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| QQQ / Invesco QQQ Trust, Series 1
|
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| VZ / Verizon Communications Inc.
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| MDLZ / Mondelez International, Inc.
|
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| MRK / Merck & Co., Inc.
|
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| CAT / Caterpillar Inc.
|
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| WFC / Wells Fargo & Company
|
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| WMT / Walmart Inc.
|
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|
| ACWI / iShares Trust - iShares MSCI ACWI ETF
|
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| VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
|
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|
| MO / Altria Group, Inc.
|
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|
| XOM / Exxon Mobil Corporation
|
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|
| IBM / International Business Machines Corporation
|
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|
| ABBV / AbbVie Inc.
|
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| IDXX / IDEXX Laboratories, Inc.
|
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| IJR / iShares Trust - iShares Core S&P Small-Cap ETF
|
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|
| AMZN / Amazon.com, Inc.
|
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|
| GLNG / Golar LNG Limited
|
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|
| PFE / Pfizer Inc.
|
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|
|
| PEP / PepsiCo, Inc.
|
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| INTU / Intuit Inc.
|
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|
| FDX / FedEx Corporation
|
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|
| NKE / NIKE, Inc.
|
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|
| AMP / Ameriprise Financial, Inc.
|
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|
| BOH / Bank of Hawaii Corporation
|
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|
| LRCX / Lam Research Corporation
|
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|
|
| SOBR SAFE INC
/ (833592207) |
|
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|
|
| NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
|
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| MASI / Masimo Corporation
|
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|
| IEO / iShares Trust - iShares U.S. Oil & Gas Exploration & Production ETF
|
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| WSM / Williams-Sonoma, Inc.
|
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| MFC / Manulife Financial Corporation
|
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|
| NNOX / Nano-X Imaging Ltd.
|
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|
|
| HON / Honeywell International Inc.
|
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|
|
| VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
|
|
|
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|
| CMCSA / Comcast Corporation
|
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|
|
|
|
| MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
|
|
|
|
|
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|
|
| TMO / Thermo Fisher Scientific Inc.
|
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|
|
| IEFA / iShares Trust - iShares Core MSCI EAFE ETF
|
|
|
|
|
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|
|
| TOTL / SPDR Series Trust - State Street DoubleLine Total Return Tactical ETF
|
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|
|
| SPY / State Street SPDR S&P 500 ETF Trust
|
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|
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|
| UNP / Union Pacific Corporation
|
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|
|
| IWF / iShares Trust - iShares Russell 1000 Growth ETF
|
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|
|
| IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
|
|
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|
|
| VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
|
|
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|
|
| DFIV / Dimensional ETF Trust - Dimensional International Value ETF
|
|
|
|
|
|
|
|
| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
|
|
|
|
|
|
|
|
| EHI / Western Asset Global High Income Fund Inc.
|
|
|
|
|
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|
|
| ILMN / Illumina, Inc.
|
|
|
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|
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|
|
| SHV / iShares Trust - iShares 0-1 Year Treasury Bond ETF
|
|
|
|
|
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|
|
| VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
|
|
|
|
|
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|
|
| VB / Vanguard Index Funds - Vanguard Small-Cap ETF
|
|
|
|
|
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|
|
| VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
|
|
|
|
|
|
|
|
| ACN / Accenture plc
|
|
|
|
|
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|
|
| BRK.B / Berkshire Hathaway Inc.
|
|
|
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|
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|
|
| TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
|
|
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|
| SCHF / Schwab Strategic Trust - Schwab International Equity ETF
|
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|
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|
| SHEL / Shell plc - Depositary Receipt (Common Stock)
|
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|
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|
|
| PFG / Principal Financial Group, Inc.
|
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|
|
| SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
|
|
|
|
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|
| BMY / Bristol-Myers Squibb Company
|
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|
| VXF / Vanguard Index Funds - Vanguard Extended Market ETF
|
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|
| QDF / FlexShares Trust - FlexShares Quality Dividend Index Fund
|
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|
| BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
|
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|
|
| IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
|
|
| TSLX / Sixth Street Specialty Lending, Inc.
|
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|
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|
|
| APO / Apollo Global Management, Inc.
|
|
|
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|
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|
|
| IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
|
|
| CWB / SPDR Series Trust - State Street SPDR Bloomberg Convertible Securities ETF
|
|
|
|
|
|
|
|
| RDDT / Reddit, Inc.
|
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|
|
|
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|
|
| GSBD / Goldman Sachs BDC, Inc.
|
|
|
|
|
|
|
|
| VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
|
|
|
|
|
|
|
|
| VHT / Vanguard World Fund - Vanguard Health Care ETF
|
|
|
|
|
|
|
|
| META / Meta Platforms, Inc.
|
|
|
|
|
|
|
|
| IVW / iShares Trust - iShares S&P 500 Growth ETF
|
|
|
|
|
|
|
|
| DE / Deere & Company
|
|
|
|
|
|
|
|
| SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
|
|
| GEV / GE Vernova Inc.
|
|
|
|
|
|
|
|
| NOW / ServiceNow, Inc.
|
|
|
|
|
|
|
|
| IVV / iShares Trust - iShares Core S&P 500 ETF
|
|
|
|
|
|
|
|
| SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
|
|
| SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
|
|
|
|
|
|
|
|
| AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
|
|
|
|
|
|
|
|
| RSI / Rush Street Interactive, Inc.
|
|
|
|
|
|
|
|
| PACB / Pacific Biosciences of California, Inc.
|
|
|
|
|
|
|
|
| ISRG / Intuitive Surgical, Inc.
|
|
|
|
|
|
|
|
| DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
|
|
|
| IWB / iShares Trust - iShares Russell 1000 ETF
|
|
|
|
|
|
|
|
| DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
|
|
|
|
|
|
|
|
| MCD / McDonald's Corporation
|
|
|
|
|
|
|
|
| TXN / Texas Instruments Incorporated
|
|
|
|
|
|
|
|
| CLSD / Clearside Biomedical, Inc.
|
|
|
|
|
|
|
|
| EAOA / iShares Trust - iShares ESG Aware 80/20 Aggressive Allocation ETF
|
|
|
|
|
|
|
|
| GOOG / Alphabet Inc.
|
|
|
|
|
|
|
|
| XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
|
|
|
|
|
|
|
|
| FENI / Fidelity Covington Trust - Fidelity Enhanced International ETF
|
|
|
|
|
|
|
|
| DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
|
|
|
|
|
|
|
|
| SPC / Trust for Professional Managers - CrossingBridge Pre-Merger SPAC ETF
|
|
|
|
|
|
|
|
| AMD / Advanced Micro Devices, Inc.
|
|
|
|
|
|
|
|
| NYT / The New York Times Company
|
|
|
|
|
|
|
|
| SYK / Stryker Corporation
|
|
|
|
|
|
|
|
| ICE / Intercontinental Exchange, Inc.
|
|
|
|
|
|
|
|
| ASTH / Astrana Health, Inc.
|
|
|
|
|
|
|
|
| COIN / Coinbase Global, Inc.
|
|
|
|
|
|
|
|
| PAA / Plains All American Pipeline, L.P. - Limited Partnership
|
|
|
|
|
|
|
|
| VTR / Ventas, Inc.
|
|
|
|
|
|
|
|
| UPRO / ProShares Trust - ProShares UltraPro S&P500
|
|
|
|
|
|
|
|
| LLY / Eli Lilly and Company
|
|
|
|
|
|
|
|
| DIS / The Walt Disney Company
|
|
|
|
|
|
|
|
| IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
|
|
|
|
|
|
|
|
| AXP / American Express Company
|
|
|
|
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| LMT / Lockheed Martin Corporation
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| TME / Tencent Music Entertainment Group - Depositary Receipt (Common Stock)
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| MMM / 3M Company
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| KO / The Coca-Cola Company
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| CSX / CSX Corporation
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| JNJ / Johnson & Johnson
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| SCHW / The Charles Schwab Corporation
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| HD / The Home Depot, Inc.
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| ORCL / Oracle Corporation
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| JPM / JPMorgan Chase & Co.
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| AVGO / Broadcom Inc.
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| URI / United Rentals, Inc.
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| CSCO / Cisco Systems, Inc.
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| CRM / Salesforce, Inc.
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| OPK / OPKO Health, Inc.
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| ABT / Abbott Laboratories
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| CDNS / Cadence Design Systems, Inc.
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| NEE / NextEra Energy, Inc.
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| MS / Morgan Stanley
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| DUK / Duke Energy Corporation
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| NUE / Nucor Corporation
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| IONS / Ionis Pharmaceuticals, Inc.
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| PM / Philip Morris International Inc.
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| RDNT / RadNet, Inc.
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| REXR / Rexford Industrial Realty, Inc.
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| ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
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.
