Market Value519,182,000
Total Holdings354
File Date2021-02-12
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)
ZBH / Zimmer Biomet Holdings, Inc.
CFG / Citizens Financial Group, Inc.
PG / The Procter & Gamble Company
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
KKR / KKR & Co. Inc.
BAC.PRB / Bank of America Corporation - Preferred Stock
ISRG / Intuitive Surgical, Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
CCI / Crown Castle Inc.
GIS / General Mills, Inc.
KMI / Kinder Morgan, Inc.
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
BAX / Baxter International Inc.
IBDM / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2021 Term Corporate ETF
BIGC / Commerce.com, Inc.
0L9F / Starwood Property Trust, Inc.
ADP / Automatic Data Processing, Inc.
US94988U7303 / Wells Fargo & Co., 6.00% Dep Shares Non-Cumul Class A Preferred Stock Series V
PTRS / Partners Bancorp
GVA / Granite Construction Incorporated
BKU / BankUnited, Inc.
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
AMERICAN FUNDS / (02630Y620)
BOX / Box, Inc.
CALVERT RESPONSIBLE / (13161X600)
BUYZ / Franklin Templeton ETF Trust - Franklin Disruptive Commerce ETF
HELX / Franklin Templeton ETF Trust - Franklin Genomic Advancements ETF
PWV / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Value ETF
ILTB / iShares Trust - iShares Core 10+ Year USD Bond ETF
ESLOY / EssilorLuxottica Société anonyme - Depositary Receipt (Common Stock)
WFC.PRQ / Wells Fargo & Co., 5.85% Dep Shares Fixed/Float Non-Cumul Perp Pfd Stock Ser Q
AFSI.PRA / AmTrust Financial Services, Inc. 6.75% Preferred Series A
DWX / SPDR Index Shares Funds - SPDR S&P International Dividend ETF
BGH / Barings Global Short Duration High Yield Fund
VTSI / VirTra, Inc.
US9029737916 / U.S. Bancorp, 5.15% Dep Shares Non-Cumulative Perpetual Preferred Stock Series H
UMC / United Microelectronics Corporation - Depositary Receipt (Common Stock)
NTCOY / Natura &Co Holding S.A. - Depositary Receipt (Common Stock)
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
BLCN / Siren ETF Trust - Siren Nasdaq NexGen Economy ETF
SFIX / Stitch Fix, Inc.
C.PRK / Citigroup, Inc., 6.875% Dep Shares Fixed/Float Non-Cumul Preferred Stock Ser K
DVA / DaVita Inc.
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
JPM.PRC / JPMorgan Chase & Co. - Preferred Stock
BILI / Bilibili Inc. - Depositary Receipt (Common Stock)
CRNC / Cerence Inc.
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
FEYE / FireEye Inc
CVY / Invesco Exchange-Traded Fund Trust - Invesco Zacks Multi-Asset Income ETF
ALL.PRC / Allstate Corp. (The)
SIEGY / Siemens Aktiengesellschaft - Depositary Receipt (Common Stock)
FLS / Flowserve Corporation
XTL / SPDR Series Trust - SPDR S&P Telecom ETF
PIZ / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright Developed Markets Momentum ETF
CREATIVE TECHNOLOGY LTD / (Y1775U107)
RGR / Sturm, Ruger & Company, Inc.
FLGT / Fulgent Genetics, Inc.
CDNA / CareDx, Inc
RETA / Reata Pharmaceuticals Inc - Class A
NFG / National Fuel Gas Company
GDV / The Gabelli Dividend & Income Trust
BRK.A / Berkshire Hathaway Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
EG / Everest Group, Ltd.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
INGR / Ingredion Incorporated
OCFC / OceanFirst Financial Corp.
NJR / New Jersey Resources Corporation
SRGA / Surgalign Holdings Inc
CB / Chubb Limited
VYX / NCR Voyix Corporation
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
KRP / Kimbell Royalty Partners, LP - Limited Partnership
HMHC / Houghton Mifflin Harcourt Co
ROST / Ross Stores, Inc.
GPC / Genuine Parts Company
MDY / SPDR S&P MidCap 400 ETF Trust
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
BKR / Baker Hughes Company
IYH / iShares Trust - iShares U.S. Healthcare ETF
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
CL / Colgate-Palmolive Company
PASO / Patient Access Solutions, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
F / Ford Motor Company
BGB / Blackstone Strategic Credit 2027 Term Fund
KYN / Kayne Anderson Energy Infrastructure Fund, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
IYW / iShares Trust - iShares U.S. Technology ETF
FCBC / First Community Bankshares, Inc.
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
MS / Morgan Stanley
LHX / L3Harris Technologies, Inc.
OTIS / Otis Worldwide Corporation
AMLP / ALPS ETF Trust - Alerian MLP ETF
PPL / PPL Corporation
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
HUBB / Hubbell Incorporated
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
CVX / Chevron Corporation
AB / AllianceBernstein Holding L.P. - Limited Partnership
COST / Costco Wholesale Corporation
USB / U.S. Bancorp
LMT / Lockheed Martin Corporation
EBAY / eBay Inc.
DUK.PRA / Duke Energy Corporation - Preferred Stock
HD / The Home Depot, Inc.
MA / Mastercard Incorporated
NKE / NIKE, Inc.
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
T / AT&T Inc.
HON / Honeywell International Inc.
KODK / Eastman Kodak Company
BIG / Big Lots, Inc.
KDP / Keurig Dr Pepper Inc.
TSN / Tyson Foods, Inc.
NEE / NextEra Energy, Inc.
FBIN / Fortune Brands Innovations, Inc.
BX / Blackstone Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
CG / The Carlyle Group Inc.
PSTG / Pure Storage, Inc.
AUB / Atlantic Union Bankshares Corporation
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
AWK / American Water Works Company, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
VRTX / Vertex Pharmaceuticals Incorporated
EFA / iShares Trust - iShares MSCI EAFE ETF
ALL / The Allstate Corporation
PEP / PepsiCo, Inc.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
CMCSA / Comcast Corporation
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
TXN / Texas Instruments Incorporated
CMG / Chipotle Mexican Grill, Inc.
AEP / American Electric Power Company, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
ITW / Illinois Tool Works Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
ENB / Enbridge Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
TFC / Truist Financial Corporation
BRK.B / Berkshire Hathaway Inc.
EA / Electronic Arts Inc.
FNF / Fidelity National Financial, Inc.
FHN / First Horizon Corporation
GS / The Goldman Sachs Group, Inc.
ETN / Eaton Corporation plc
UNH / UnitedHealth Group Incorporated
IVW / iShares Trust - iShares S&P 500 Growth ETF
TT / Trane Technologies plc
UL / Unilever PLC - Depositary Receipt (Common Stock)
IWB / iShares Trust - iShares Russell 1000 ETF
VZ / Verizon Communications Inc.
SYK / Stryker Corporation
AMAT / Applied Materials, Inc.
GLD / SPDR Gold Trust
GILD / Gilead Sciences, Inc.
NSC / Norfolk Southern Corporation
GEN / Gen Digital Inc.
XEL / Xcel Energy Inc.
GLW / Corning Incorporated
DOCU / DocuSign, Inc.
HAIN / The Hain Celestial Group, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
ABT / Abbott Laboratories
PNR / Pentair plc
IWD / iShares Trust - iShares Russell 1000 Value ETF
APD / Air Products and Chemicals, Inc.
TTD / The Trade Desk, Inc.
CPB / The Campbell's Company
ABB / ABB Ltd. - ADR
ZTS / Zoetis Inc.
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
USA / Liberty All-Star Equity Fund
AXP / American Express Company
MCK / McKesson Corporation
DD / DuPont de Nemours, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
PEG / Public Service Enterprise Group Incorporated
DOW / Dow Inc.
ETW / Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
US74348TAR32 / Prospect Capital Corp. 4.95% Bond due 2022-07-15
MMM / 3M Company
HUM / Humana Inc.
PRU / Prudential Financial, Inc.
PSX / Phillips 66
TCHP / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
AMGN / Amgen Inc.
TWTR / Twitter Inc
WAB / Westinghouse Air Brake Technologies Corporation
CTSH / Cognizant Technology Solutions Corporation
PSF / Cohen & Steers Select Preferred and Income Fund, Inc.
AVNS / Avanos Medical, Inc.
HII / Huntington Ingalls Industries, Inc.
T.PRA / AT&T Inc. - Preferred Stock
AAPL / Apple Inc.
/ Weight Watchers International, Inc.
MODG / Topgolf Callaway Brands Corp.
17K / Self Storage Group ASA
IRBT / iRobot Corporation
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
BSCL / Invesco Capital Management LLC - Invesco BulletShares 2021 Corporate Bond ETF
ESXB / Community Bankers Trust Corp
GOOGL / Alphabet Inc.
PAYX / Paychex, Inc.
TSLA / Tesla, Inc.
ORLY / O'Reilly Automotive, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
LNC / Lincoln National Corporation
/ Stifel Financial Corp.
DMO / Western Asset Mortgage Opportunity Fund Inc.
IBMK / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2022 Term Muni Bond ETF
ATCO.PRD / Atlas Corp. - Preferred Stock
CHY / Calamos Convertible and High Income Fund
JCOM / J2 Global Inc.
TCEHY / Tencent Holdings Limited - Depositary Receipt (Common Stock)
US5391831030 / Livongo Health, Inc.
ACAD / ACADIA Pharmaceuticals Inc.
US48127X5427 / JP Morgan Chase & Co., Preferred G
US74733V1008 / QEP Resources, Inc.
AMED / Amedisys, Inc.
ARTH / Arch Therapeutics, Inc.
CTBB / Qwest Corporation - Corporate Bond/Note
BANC / Banc of California, Inc.
CUBI.PRE / Customers Bancorp, Inc. - Preferred Stock
FHN.PRB / First Horizon Corporation - Preferred Stock
LHCG / LHC Group Inc
STT / State Street Corporation
PSTH.WS / Pershing Square Tontine Holdings, Ltd. Warrants, exercisable for one share of Class A f
SPTN / SpartanNash Company
BSCM / Invesco Capital Management LLC - Invesco BulletShares 2022 Corporate Bond ETF
PPL / Pembina Pipeline Corporation
ITIC / Investors Title Company
RIGS / ALPS ETF Trust - RiverFront Strategic Income Fund
NXR / Nuveen Select Tax-Free Income Portfolio 3
GCP / GCP Applied Technologies Inc
TNA / Direxion Shares ETF Trust - Direxion Daily Small Cap Bull 3X Shares
QTWO / Q2 Holdings, Inc.
EIG / Employers Holdings, Inc.
CTXS / Citrix Systems, Inc.
SCD / LMP Capital and Income Fund Inc.
VRNS / Varonis Systems, Inc.
US9497466550 / Wells Fargo & Co., 5.25% Dep Shares Non-Cumul Perp Preferred Stock Series P
BF.A / Brown-Forman Corporation
VNLA / Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF
ORAN / Orange S.A. - Depositary Receipt (Common Stock)
GLPI / Gaming and Leisure Properties, Inc.
CRT / Cross Timbers Royalty Trust
FSK / FS KKR Capital Corp.
APTS / Preferred Apartment Communities Inc - Class A
NMZ / Nuveen Municipal High Income Opportunity Fund
US74913G6008 / Qwest Corporation, 6.125% Bonds due 6/1/2053
CSIQ / Canadian Solar Inc.
F.PRB / Ford Motor Company - Corporate Bond/Note
UNIT / Uniti Group Inc.
DBL / DoubleLine Opportunistic Credit Fund
BAC.PRM / Bank of America Corporation - Preferred Stock
AB / AllianceBernstein Holding L.P. - Limited Partnership
YETI / YETI Holdings, Inc.
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
IMMR / Immersion Corporation
PRK / Park National Corporation
NVEE / NV5 Global, Inc.
MDB / MongoDB, Inc.
FDUS / Fidus Investment Corporation
MS.PRI / Morgan Stanley - Preferred Stock
IONS / Ionis Pharmaceuticals, Inc.
BILL / BILL Holdings, Inc.
ETX / Eaton Vance Municipal Income 2028 Term Trust
US6550441058 / Noble Energy, Inc.
MYJ / BlackRock MuniYield New Jersey Fund Inc
HEAR / Turtle Beach Corporation
ABMD / Abiomed Inc.
NSRGY / Nestlé S.A. - Depositary Receipt (Common Stock)
US0605052606 / Bank of America Corp. 6.00% Preferred Perpetual Series EE
TTDKY / TDK Corporation - Depositary Receipt (Common Stock)
WD / Walker & Dunlop, Inc.
FRC / First Republic Bank
CERN / Cerner Corp.
VFMV / Vanguard Wellington Fund - Vanguard U.S. Minimum Volatility ETF
904784709 / Unilever N.V.
US7153471005 / Perspecta Inc
HYT / BlackRock Corporate High Yield Fund, Inc.
WFC.PRZ / Wells Fargo & Company - Preferred Stock
US38148B5049 / Goldman Sachs Group, 6.30% Dep Shares Non-Cumulative Preferred Stock Series N
PKKW / Skyline Bankshares Inc
GRA / W.R. Grace & Co.
ALBMP / Alabama Power 5.5% Senior Notes 10/15/17
CDK / CDK Global Inc
US98212B1035 / WPX Energy, Inc.
FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund
CPT / Camden Property Trust
ITB / iShares Trust - iShares U.S. Home Construction ETF
WING / Wingstop Inc.
CS / Credit Suisse Group AG - ADR
INVA / Innoviva, Inc.
VSAT / Viasat, Inc.
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
110122157 / Bristol Meyers Squibb CVR Exp. 12/31/2020
TVE / Tennessee Valley Authority - Sovereign or Government Agency Debt
DGT / SPDR Series Trust - SPDR Global Dow ETF
IAC / IAC Inc.
PLAY / Dave & Buster's Entertainment, Inc.
US8794338371 / Telephone and Data Systems, 7.00% Senior Bonds due 3/15/2060
EBSB / Meridian Bancorp Inc
PFPT / Proofpoint Inc
XSVM / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Value with Momentum ETF
US5249011058 / Legg Mason, Inc.
US83088V1026 / Slack Technologies Inc
PDCO / Patterson Companies, Inc.
ZG / Zillow Group, Inc.
CIM / Chimera Investment Corporation
TYL / Tyler Technologies, Inc.
FXU / First Trust Exchange-Traded AlphaDEX Fund - First Trust Utilities AlphaDEX Fund
CTRE / CareTrust REIT, Inc.
/ BlackRock Municipal 2020 Term Trust
BRBS / Blue Ridge Bankshares, Inc.
VLT / Invesco High Income Trust II
XSLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF
COF.PRJ / Capital One Financial Corporation - Preferred Stock
XETWX / Eaton Vance Tax-Managed Global
BGY / BlackRock Enhanced International Dividend Trust
OIA / Invesco Municipal Income Opportunities Trust
SBI / Western Asset Intermediate Muni Fund Inc.
GDRX / GoodRx Holdings, Inc.
NVR / NVR, Inc.
US9497463664 / Wells Fargo & Co., 6.00% Dep Shares Non-Cumul Class A Preferred Stock Series T
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
SSO / ProShares Trust - ProShares Ultra S&P500
US9497467475 / Wells Fargo & Co., 5.20% Dep Shares Non-cumul Perp Cl A Preferred Stock Series N
KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF
/ VEREIT, Inc.
FSLY / Fastly, Inc.
PKO / Pimco Income Opportunity Fund
FEN / First Trust Energy Income and Growth Fund
NUAN / Nuance Communications Inc
RTH / VanEck ETF Trust - VanEck Retail ETF
46434VAQ3 / iShares iBonds Dec 2020 Term Corporate ETF
US1729673178 / Citigroup, Inc., 6.30% Dep Shares Non-Cumulative Preferred Stock Series S
GBTC / Grayscale Bitcoin Trust (BTC)
TRMK / Trustmark Corporation
SFBS / ServisFirst Bancshares, Inc.
VVR / Invesco Senior Income Trust
ROL / Rollins, Inc.
GGN / GAMCO Global Gold, Natural Resources & Income Trust
USB.PRP / U.S. Bancorp - Preferred Stock
PSTH / Pershing Square Tontine Holdings Ltd - Class A
PSA.PRK / Public Storage - Preferred Stock
ALLY.PRA / GMAC Capital Trust I
COF.PRI / Capital One Financial Corporation - Preferred Stock
/ PartnerRe Ltd.
TMX / Terminix Global Holdings Inc
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
WMK / Weis Markets, Inc.
RSPS / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Staples ETF
JPMB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan USD Emerging Markets Sovereign Bond ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
ISD / PGIM High Yield Bond Fund, Inc.
LDP / Cohen & Steers Limited Duration Preferred and Income Fund, Inc.
IYY / iShares Trust - iShares Dow Jones U.S. ETF
OGS / ONE Gas, Inc.
DDOG / Datadog, Inc.
JPS / Nuveen Preferred & Income Securities Fund
EOI / Eaton Vance Enhanced Equity Income Fund
HFC / HollyFrontier Corp
US46138J5020 / Invesco BulletShares 2020 Corporate Bond ETF
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
FSP / Franklin Street Properties Corp.
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
AMZN / Amazon.com, Inc.
RDS.A / Shell Plc - ADR (Representing Ordinary Shares - Class A)
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
DTD / WisdomTree Trust - WisdomTree U.S. Total Dividend Fund
NEU / NewMarket Corporation
K / Kellanova
BA / The Boeing Company
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
EW / Edwards Lifesciences Corporation
SLV / iShares Silver Trust
MTOR / Meritor Inc
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
NIM / Nuveen Select Maturities Municipal Fund
DQ / Daqo New Energy Corp. - Depositary Receipt (Common Stock)
C / Citigroup Inc. - Corporate Bond/Note
FITB / Fifth Third Bancorp
IBMJ / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2021 Term Muni Bond ETF
IPO / Renaissance Capital Greenwich Funds - Renaissance IPO ETF
USO / United States Oil Fund, LP - Limited Partnership
BZUN / Baozun Inc. - Depositary Receipt (Common Stock)
IBDN / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2022 Term Corporate ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
EWT / iShares, Inc. - iShares MSCI Taiwan ETF
WEA / Western Asset Premier Bond Fund
SE / Sea Limited - Depositary Receipt (Common Stock)
UUP / Invesco DB US Dollar Index Trust - Invesco DB US Dollar Index Bullish Fund
KGC / Kinross Gold Corporation
VIS / Vanguard World Fund - Vanguard Industrials ETF
SJI / South Jersey Industries Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
MTZ / MasTec, Inc.
WYNN / Wynn Resorts, Limited
XT / iShares Trust - iShares Exponential Technologies ETF
PNQI / Invesco Exchange-Traded Fund Trust - Invesco NASDAQ Internet ETF
GS.PRJ / Goldman Sachs Group, 5.50% Dep Shares Fixd/Float Non-Cumul Preferred Stock Ser J
MET.PRF / MetLife, Inc. - Preferred Stock
SRPT / Sarepta Therapeutics, Inc.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
OLED / Universal Display Corporation
MUSA / Murphy USA Inc.
BAC.PRN / Bank of America Corporation - Preferred Stock
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
FRT / Federal Realty Investment Trust
PML / PIMCO Municipal Income Fund II
DXC / DXC Technology Company
PSCT / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Information Technology ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
ADSK / Autodesk, Inc.
NEM / Newmont Corporation
CONE / CyrusOne Inc
NLY / Annaly Capital Management, Inc.
EHI / Western Asset Global High Income Fund Inc.
DAL / Delta Air Lines, Inc.
LRCX / Lam Research Corporation
IBB / iShares Trust - iShares Biotechnology ETF
KBWD / Invesco Exchange-Traded Fund Trust II - Invesco KBW High Dividend Yield Financial ETF
PEAK / Healthpeak Properties, Inc.
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
IIPR / Innovative Industrial Properties, Inc.
HTGC / Hercules Capital, Inc.
CFR / Cullen/Frost Bankers, Inc.
EVT / Eaton Vance Tax-Advantaged Dividend Income Fund
EWX / SPDR Index Shares Funds - SPDR S&P Emerging Markets Small Cap ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
AKAM / Akamai Technologies, Inc.
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
BSL / Blackstone Senior Floating Rate 2027 Term Fund
CALX / Calix, Inc.
ZM / Zoom Communications Inc.
AWF / AllianceBernstein Global High Income Fund
BGS / B&G Foods, Inc.
BFAM / Bright Horizons Family Solutions Inc.
MGA / Magna International Inc.
W / Wayfair Inc.
VMC / Vulcan Materials Company
NCLH / Norwegian Cruise Line Holdings Ltd.
RDS.B / Shell Plc - ADR
CBRL / Cracker Barrel Old Country Store, Inc.
XLNX / Xilinx, Inc.
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
HBI / Hanesbrands Inc.
ALC / Alcon Inc.
DG / Dollar General Corporation
PFN / PIMCO Income Strategy Fund II
BDX / Becton, Dickinson and Company
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
ADBE / Adobe Inc.
ECL / Ecolab Inc.
MELI / MercadoLibre, Inc.
VRSN / VeriSign, Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
QRVO / Qorvo, Inc.
MCY / Mercury General Corporation
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
BBN / BlackRock Taxable Municipal Bond Trust
ON / ON Semiconductor Corporation
WSC / WillScot Holdings Corporation
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
LECO / Lincoln Electric Holdings, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
SIRI / Sirius XM Holdings Inc.
WM / Waste Management, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
OXY / Occidental Petroleum Corporation
IWV / iShares Trust - iShares Russell 3000 ETF
NKSH / National Bankshares, Inc.
ACCO / ACCO Brands Corporation
GGG / Graco Inc.
ILMN / Illumina, Inc.
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
NYMT / New York Mortgage Trust, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
MSI / Motorola Solutions, Inc.
JPM / JPMorgan Chase & Co.
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
JPM / JPMorgan Chase & Co. Call
BAC / Bank of America Corporation
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
LH / Labcorp Holdings Inc.
MET / MetLife, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
PGEN / Precigen, Inc.
XYL / Xylem Inc.
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
VALE / Vale S.A. - Depositary Receipt (Common Stock)
LUV / Southwest Airlines Co.
MUB / iShares Trust - iShares National Muni Bond ETF
IWM / iShares Trust - iShares Russell 2000 ETF
PANW / Palo Alto Networks, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
DFP / Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.
TLRY / Tilray Brands, Inc.
CCL / Carnival Corporation & plc
JRS / Nuveen Real Estate Income Fund
SSB / SouthState Bank Corporation
COMB / GraniteShares ETF Trust - GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
BAM / Brookfield Asset Management Ltd.
RTA1 / Rite Aid Corporation
IBDO / iShares Trust - iShares iBonds Dec 2023 Term Corporate ETF
PNW / Pinnacle West Capital Corporation
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
SPLK / Splunk Inc.
SNDR / Schneider National, Inc.
AHH / Armada Hoffler Properties, Inc.
HEI.A / HEICO Corporation
REM / iShares Trust - iShares Mortgage Real Estate ETF
NAD / Nuveen Quality Municipal Income Fund
CNC / Centene Corporation
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
CHWY / Chewy, Inc.
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
PBP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 BuyWrite ETF
HIO / Western Asset High Income Opportunity Fund Inc.
CHH / Choice Hotels International, Inc.
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
VFC / V.F. Corporation
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
FCT / First Trust Senior Floating Rate Income Fund II
NBB / Nuveen Taxable Municipal Income Fund
KTB / Kontoor Brands, Inc.
ETO / Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
NCV / Virtus Convertible & Income Fund
CORP / PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
IYR / iShares Trust - iShares U.S. Real Estate ETF
MORT / VanEck ETF Trust - VanEck Mortgage REIT Income ETF
HRL / Hormel Foods Corporation
TREX / Trex Company, Inc.
GOOD / Gladstone Commercial Corporation
STAG / STAG Industrial, Inc.
NCZ / Virtus Convertible & Income Fund II
DGRO / iShares Trust - iShares Core Dividend Growth ETF
FDS / FactSet Research Systems Inc.
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
AES / The AES Corporation
NANR / SPDR Index Shares Funds - SPDR S&P North American Natural Resources ETF
OUT / OUTFRONT Media Inc.
AVGO / Broadcom Inc.
GM / General Motors Company
RF / Regions Financial Corporation
CBOE / Cboe Global Markets, Inc.
FCX / Freeport-McMoRan Inc.
DOX / Amdocs Limited
FIS / Fidelity National Information Services, Inc.
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
TOL / Toll Brothers, Inc.
LW / Lamb Weston Holdings, Inc.
DLR / Digital Realty Trust, Inc.
IHE / iShares Trust - iShares U.S. Pharmaceuticals ETF
PGHY / Invesco Exchange-Traded Fund Trust II - Invesco Global ex-US High Yield Corporate Bond ETF
EL / The Estée Lauder Companies Inc.
HPE / Hewlett Packard Enterprise Company
PCEF / Invesco Exchange-Traded Fund Trust II - Invesco CEF Income Composite ETF
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
MPW / Medical Properties Trust, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
PHB / Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF
T.PRC / AT&T Inc. - Preferred Stock
GOLD / Barrick Mining Corporation
ETSY / Etsy, Inc.
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
CC / The Chemours Company
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
MSFT / Microsoft Corporation
GS.PRK / The Goldman Sachs Group, Inc. - Preferred Stock
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
LYB / LyondellBasell Industries N.V.
WMB / The Williams Companies, Inc.
ELV / Elevance Health, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
CI / The Cigna Group
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
SO / The Southern Company
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
IT / Gartner, Inc.
CHD / Church & Dwight Co., Inc.
CARR / Carrier Global Corporation
MSCI / MSCI Inc.
MDT / Medtronic plc
QQQ / Invesco QQQ Trust, Series 1
VDE / Vanguard World Fund - Vanguard Energy ETF
BK / The Bank of New York Mellon Corporation
SHW / The Sherwin-Williams Company
IDXX / IDEXX Laboratories, Inc.
UNP / Union Pacific Corporation
MAR / Marriott International, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
SRE / Sempra
MPC / Marathon Petroleum Corporation
ADI / Analog Devices, Inc.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
KR / The Kroger Co.
DEO / Diageo plc - Depositary Receipt (Common Stock)
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
COR / Cencora, Inc.
IRM / Iron Mountain Incorporated
JKHY / Jack Henry & Associates, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ICE / Intercontinental Exchange, Inc.
BSX / Boston Scientific Corporation
MU / Micron Technology, Inc.
DHR / Danaher Corporation
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
CVS / CVS Health Corporation
RSG / Republic Services, Inc.
VRSK / Verisk Analytics, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
MFGP / Micro Focus International Plc - ADR
IVE / iShares Trust - iShares S&P 500 Value ETF
CME / CME Group Inc.
EMR / Emerson Electric Co.
NVDA / NVIDIA Corporation
ULTA / Ulta Beauty, Inc.
SPY / SPDR S&P 500 ETF
HPQ / HP Inc.
YUM / Yum! Brands, Inc.
INTU / Intuit Inc.
HAS / Hasbro, Inc.
PDI / PIMCO Dynamic Income Fund
GSK / GSK plc - Depositary Receipt (Common Stock)
EIM / Eaton Vance Municipal Bond Fund
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
EINC / VanEck ETF Trust - VanEck Energy Income ETF
FSLR / First Solar, Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
APTV / Aptiv PLC
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
BHF / Brighthouse Financial, Inc.
WHR / Whirlpool Corporation
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
MAS / Masco Corporation
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
LUMN / Lumen Technologies, Inc.
BCE / BCE Inc.
KEYS / Keysight Technologies, Inc.
SBAC / SBA Communications Corporation
GD / General Dynamics Corporation
PNFP / Pinnacle Financial Partners, Inc.
STX / Seagate Technology Holdings plc
MCHP / Microchip Technology Incorporated
UA / Under Armour, Inc.
HOG / Harley-Davidson, Inc.
LSTR / Landstar System, Inc.
GPN / Global Payments Inc.
LEA / Lear Corporation
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
RVT / Royce Small-Cap Trust, Inc.
TROW / T. Rowe Price Group, Inc.
CAG / Conagra Brands, Inc.
VMW / Vmware Inc. - Class A
VLO / Valero Energy Corporation
DSL / DoubleLine Income Solutions Fund
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
EAD / Wells Fargo Advantage Funds - Allspring Income Opportunities Fund
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
DELL / Dell Technologies Inc.
BIZD / VanEck ETF Trust - VanEck BDC Income ETF
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
OHI / Omega Healthcare Investors, Inc.
EWL / iShares, Inc. - iShares MSCI Switzerland ETF
ARCC / Ares Capital Corporation
RHI / Robert Half Inc.
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
FFA / First Trust Enhanced Equity Income Fund
DKS / DICK'S Sporting Goods, Inc.
HLT / Hilton Worldwide Holdings Inc.
ATVI / Activision Blizzard Inc
BTT / Blackrock Municipal 2030 Target Term Trust
JRO / Nuveen Floating Rate Income Opportunity Fund
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
IWC / iShares Trust - iShares Micro-Cap ETF
TWLO / Twilio Inc.
ETRN / Equitrans Midstream Corporation
SNAP / Snap Inc.
NWL / Newell Brands Inc.
APPN / Appian Corporation
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
GBAB / Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
FMC / FMC Corporation
CCEP / Coca-Cola Europacific Partners PLC
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
KMX / CarMax, Inc.
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
REGN / Regeneron Pharmaceuticals, Inc.
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
QCOM / QUALCOMM Incorporated
MSM / MSC Industrial Direct Co., Inc.
SNOW / Snowflake Inc.
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
DGX / Quest Diagnostics Incorporated
PNC / The PNC Financial Services Group, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
DVY / iShares Trust - iShares Select Dividend ETF
ED / Consolidated Edison, Inc.
EOG / EOG Resources, Inc.
BMY / Bristol-Myers Squibb Company
NUV / Nuveen Municipal Value Fund, Inc.
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
CII / BlackRock Enhanced Large Cap Core Fund, Inc.
ACN / Accenture plc
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
CNI / Canadian National Railway Company
VTV / Vanguard Index Funds - Vanguard Value ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
MKC / McCormick & Company, Incorporated
BIIB / Biogen Inc.
FI / Fiserv, Inc.
SCHW / The Charles Schwab Corporation
PPG / PPG Industries, Inc.
CDW / CDW Corporation
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
FFC / Flaherty & Crumrine Preferred Securities Income Fund Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
WTW / Willis Towers Watson Public Limited Company
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
ABBV / AbbVie Inc.
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
UPS / United Parcel Service, Inc.
LOGI / Logitech International S.A.
FTV / Fortive Corporation
LIN / Linde plc
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
MRK / Merck & Co., Inc.
0HRJ / CSX Corporation
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
TGT / Target Corporation
ORCL / Oracle Corporation
YUMC / Yum China Holdings, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
UAA / Under Armour, Inc.
CMI / Cummins Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
HSY / The Hershey Company
C.WSA / Citigroup, Inc.
PKG / Packaging Corporation of America
USRT / iShares Trust - iShares Core U.S. REIT ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
ATO / Atmos Energy Corporation
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
WEC / WEC Energy Group, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
LUNA / Luna Innovations Incorporated
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
MCD / McDonald's Corporation
DXCM / DexCom, Inc.
SBR / Sabine Royalty Trust
TIP / iShares Trust - iShares TIPS Bond ETF
URI / United Rentals, Inc.
ET / Energy Transfer LP - Limited Partnership
HSY / The Hershey Company
TMUS / T-Mobile US, Inc.
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
A / Agilent Technologies, Inc.
FPF / First Trust Intermediate Duration Preferred & Income Fund
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
IAU / iShares Gold Trust
BG / Bunge Global SA
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
MRO / Marathon Oil Corporation
MTEX / Mannatech, Incorporated
TDC / Teradata Corporation
EMN / Eastman Chemical Company
SCL / Stepan Company
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
D / Dominion Energy, Inc.
FDX / FedEx Corporation
IBML / iShares Trust - iShares iBonds Dec 2023 Term Muni Bond ETF
KNSL / Kinsale Capital Group, Inc.
RTX / RTX Corporation
VEEV / Veeva Systems Inc.
ROKU / Roku, Inc.
FNB / F.N.B. Corporation
JPI / Nuveen Preferred Securities & Income Opportunities Fund
AFL / Aflac Incorporated
HAL / Halliburton Company
AVY / Avery Dennison Corporation
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
COP / ConocoPhillips
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
TRV / The Travelers Companies, Inc.
CAH / Cardinal Health, Inc.
ALK / Alaska Air Group, Inc.
IDV / iShares Trust - iShares International Select Dividend ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
STT / State Street Corporation
KHC / The Kraft Heinz Company
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
UVSP / Univest Financial Corporation
KBWY / Invesco Exchange-Traded Fund Trust II - Invesco KBW Premium Yield Equity REIT ETF
PSCI / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Industrials ETF
IGN / iShares Trust - iShares North American Tech-Multimedia Networking ETF
SIVR / abrdn Silver ETF Trust - abrdn Physical Silver Shares ETF
GDO / Western Asset Global Corporate Defined Opportunity Fund Inc.
ZBRA / Zebra Technologies Corporation
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
ALB / Albemarle Corporation
CBRE / CBRE Group, Inc.
SHV / iShares Trust - iShares Short Treasury Bond ETF
IGE / iShares Trust - iShares North American Natural Resources ETF
BF.B / Brown-Forman Corporation
SQ / Block, Inc.
XRT / SPDR Series Trust - SPDR S&P Retail ETF
KEY / KeyCorp
SAIC / Science Applications International Corporation
APO / Apollo Global Management, Inc.
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF
APA / APA Corporation
WTRG / Essential Utilities, Inc.
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
IEX / IDEX Corporation
TEAM / Atlassian Corporation
SON / Sonoco Products Company
AOD / Abrdn Total Dynamic Dividend Fund
CHRW / C.H. Robinson Worldwide, Inc.
OC / Owens Corning
SMOG / VanEck ETF Trust - VanEck Low Carbon Energy ETF
CSQ / Calamos Strategic Total Return Fund
GOOG / Alphabet Inc.
INTC / Intel Corporation
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
TSCO / Tractor Supply Company
NVS / Novartis AG - Depositary Receipt (Common Stock)
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
NPV / Nuveen Virginia Quality Municipal Income Fund
NTRS / Northern Trust Corporation
CSCO / Cisco Systems, Inc.
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
ELAN / Elanco Animal Health Incorporated
LBRDA / Liberty Broadband Corporation
THG / The Hanover Insurance Group, Inc.
BXMT / Blackstone Mortgage Trust, Inc.
LDOS / Leidos Holdings, Inc.
HBAN / Huntington Bancshares Incorporated
AMD / Advanced Micro Devices, Inc.
V / Visa Inc.
ROK / Rockwell Automation, Inc.
CAT / Caterpillar Inc.
ETR / Entergy Corporation
RY / Royal Bank of Canada
TOWN / TowneBank
MMC / Marsh & McLennan Companies, Inc.
IP / International Paper Company
AMCR / Amcor plc
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
IBM / International Business Machines Corporation
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
WELL / Welltower Inc.
COF / Capital One Financial Corporation
REZI / Resideo Technologies, Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
GHY / PGIM Global High Yield Fund, Inc
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
MO / Altria Group, Inc.
NFLX / Netflix, Inc.
DUK / Duke Energy Corporation
BR / Broadridge Financial Solutions, Inc.
NOC / Northrop Grumman Corporation
NXPI / NXP Semiconductors N.V.
SBUX / Starbucks Corporation
JNJ / Johnson & Johnson
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
WPC / W. P. Carey Inc.
CLX / The Clorox Company
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
OKE / ONEOK, Inc.
O / Realty Income Corporation
SJM / The J. M. Smucker Company
ABCB / Ameris Bancorp
ACWI / iShares Trust - iShares MSCI ACWI ETF
DVN / Devon Energy Corporation
SWKS / Skyworks Solutions, Inc.
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
CRM / Salesforce, Inc.
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
CTVA / Corteva, Inc.
APH / Amphenol Corporation
UBSI / United Bankshares, Inc.
PFE / Pfizer Inc.
DRI / Darden Restaurants, Inc.
ICLR / ICON Public Limited Company
AIG / American International Group, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
KMB / Kimberly-Clark Corporation
DLTR / Dollar Tree, Inc.
HBNC / Horizon Bancorp, Inc.
DIS / The Walt Disney Company
TMO / Thermo Fisher Scientific Inc.
IEUR / iShares Trust - iShares Core MSCI Europe ETF
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
TJX / The TJX Companies, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
EUSC / WisdomTree Trust - WisdomTree European Opportunities Fund
SPGI / S&P Global Inc.
UTF / Cohen & Steers Infrastructure Fund, Inc
PUTW / WisdomTree Trust - WisdomTree PutWrite Strategy Fund
MDLZ / Mondelez International, Inc.
META / Meta Platforms, Inc.
LOW / Lowe's Companies, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
RPM / RPM International Inc.
PM / Philip Morris International Inc.
MKL / Markel Group Inc.
AMT / American Tower Corporation
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
STZ / Constellation Brands, Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
VFMF / Vanguard Wellington Fund - Vanguard U.S. Multifactor ETF
SYY / Sysco Corporation
PH / Parker-Hannifin Corporation
WMT / Walmart Inc.
WFC / Wells Fargo & Company
PYPL / PayPal Holdings, Inc.
LLY / Eli Lilly and Company
WBA / Walgreens Boots Alliance, Inc.
KO / The Coca-Cola Company
CRWD / CrowdStrike Holdings, Inc.
DE / Deere & Company
UBER / Uber Technologies, Inc.
MNST / Monster Beverage Corporation
XOM / Exxon Mobil Corporation
NOW / ServiceNow, Inc.