| IBM / International Business Machines Corporation
|
|
|
|
|
|
|
|
| AXP / American Express Company
|
|
|
|
|
|
|
|
| C.WSA / Citigroup, Inc.
|
|
|
|
|
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|
|
| NVDA / NVIDIA Corporation
|
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|
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|
|
| YUMC / Yum China Holdings, Inc.
|
|
|
|
|
|
|
|
| AFL / Aflac Incorporated
|
|
|
|
|
|
|
|
| VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
|
|
|
|
|
|
|
|
| DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
|
|
| CRM / Salesforce, Inc.
|
|
|
|
|
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|
|
| DHR / Danaher Corporation
|
|
|
|
|
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|
|
| PFE / Pfizer Inc.
|
|
|
|
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|
| EW / Edwards Lifesciences Corporation
|
|
|
|
|
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|
|
| CMI / Cummins Inc.
|
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|
|
|
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|
|
| CPRT / Copart, Inc.
|
|
|
|
|
|
|
|
| BMY / Bristol-Myers Squibb Company
|
|
|
|
|
|
|
|
| SFIX / Stitch Fix, Inc.
|
|
|
|
|
|
|
|
| AMT / American Tower Corporation
|
|
|
|
|
|
|
|
| EFV / iShares Trust - iShares MSCI EAFE Value ETF
|
|
|
|
|
|
|
|
| ATRC / AtriCure, Inc.
|
|
|
|
|
|
|
|
| FEI / First Trust MLP and Energy Income Fund
|
|
|
|
|
|
|
|
| VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
|
|
|
|
|
|
|
|
| STEM / Stem, Inc.
|
|
|
|
|
|
|
|
| COST / Costco Wholesale Corporation
|
|
|
|
|
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|
|
| JPM / JPMorgan Chase & Co.
|
|
|
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|
|
|
|
| XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| INFL / Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF
|
|
|
|
|
|
|
|
| XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
|
|
|
|
|
|
|
|
| DV / DoubleVerify Holdings, Inc.
|
|
|
|
|
|
|
|
| LDUR / PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund
|
|
|
|
|
|
|
|
| DIA / SPDR Dow Jones Industrial Average ETF Trust
|
|
|
|
|
|
|
|
| ALTI / AlTi Global, Inc.
|
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|
|
|
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|
|
| NUHY / NuShares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF
|
|
|
|
|
|
|
|
| TGT / Target Corporation
|
|
|
|
|
|
|
|
| IDV / iShares Trust - iShares International Select Dividend ETF
|
|
|
|
|
|
|
|
| EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
|
|
|
|
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|
|
|
| AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
|
|
|
|
|
|
|
|
| URTH / iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
|
|
| LBRDA / Liberty Broadband Corporation
|
|
|
|
|
|
|
|
| EIPX / First Trust Exchange-Traded Fund IV - FT Energy Income Partners Strategy ETF
|
|
|
|
|
|
|
|
| SWAN / Amplify ETF Trust - Amplify BlackSwan Growth & Treasury Core ETF
|
|
|
|
|
|
|
|
| SBUX / Starbucks Corporation
|
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|
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|
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|
|
| EPD / Enterprise Products Partners L.P. - Limited Partnership
|
|
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|
|
| VTIAX / Vanguard Star Funds - Vanguard Total International Stock Index Fund Admiral
|
|
|
|
|
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|
|
| KO / The Coca-Cola Company
|
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| NOTE / FiscalNote Holdings, Inc.
|
|
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|
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|
|
| BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
|
|
|
|
|
|
|
|
| VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
|
|
|
|
|
|
|
|
| DOW / Dow Inc.
|
|
|
|
|
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|
|
| SHEL / Shell plc - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| JNJ / Johnson & Johnson
|
|
|
|
|
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|
|
| SMPL / The Simply Good Foods Company
|
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|
| ICE / Intercontinental Exchange, Inc.
|
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|
|
|
|
|
|
| JD / JD.com, Inc. - Depositary Receipt (Common Stock)
|
|
|
|
|
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|
|
| ACEL / Accel Entertainment, Inc.
|
|
|
|
|
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|
| CVS / CVS Health Corporation
|
|
|
|
|
|
|
|
| MSFT / Microsoft Corporation
|
|
|
|
|
|
|
|
| MRK / Merck & Co., Inc.
|
|
|
|
|
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|
|
| MDGL / Madrigal Pharmaceuticals, Inc.
|
|
|
|
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|
|
| NOW / ServiceNow, Inc.
|
|
|
|
|
|
|
|
| EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
|
|
|
|
|
|
|
|
| DEO / Diageo plc - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| XOM / Exxon Mobil Corporation
|
|
|
|
|
|
|
|
| CME / CME Group Inc.
|
|
|
|
|
|
|
|
| COP / ConocoPhillips
|
|
|
|
|
|
|
|
| IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
|
|
|
|
|
|
|
|
| GOOGL / Alphabet Inc.
|
|
|
|
|
|
|
|
| GOOG / Alphabet Inc.
|
|
|
|
|
|
|
|
| ALL / The Allstate Corporation
|
|
|
|
|
|
|
|
| WISH / ContextLogic Inc.
|
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|
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|
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|
|
| CAT / Caterpillar Inc.
|
|
|
|
|
|
|
|
| PLYA / Playa Hotels & Resorts N.V.
|
|
|
|
|
|
|
|
| BRK.A / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
| MULN / Mullen Automotive, Inc.
|
|
|
|
|
|
|
|
| ANET / Arista Networks Inc
|
|
|
|
|
|
|
|
| PPG / PPG Industries, Inc.
|
|
|
|
|
|
|
|
| MDXG / MiMedx Group, Inc.
|
|
|
|
|
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|
|
| MMM / 3M Company
|
|
|
|
|
|
|
|
| UNP / Union Pacific Corporation
|
|
|
|
|
|
|
|
| UBER / Uber Technologies, Inc.
|
|
|
|
|
|
|
|
| XBI / SPDR Series Trust - SPDR S&P Biotech ETF
|
|
|
|
|
|
|
|
| INVESTMENT MANAGERS SER TR I
/ AXS SHORT INNOV (46144X628) |
|
|
|
|
|
|
|
| TSLA / Tesla, Inc.
|
|
|
|
|
|
|
|
| META / Meta Platforms, Inc.
|
|
|
|
|
|
|
|
| SNOW / Snowflake Inc.
|
|
|
|
|
|
|
|
| CFLT / Confluent, Inc.
|
|
|
|
|
|
|
|
| GL / Globe Life Inc.
|
|
|
|
|
|
|
|
| TMO / Thermo Fisher Scientific Inc.
|
|
|
|
|
|
|
|
| PEP / PepsiCo, Inc.
|
|
|
|
|
|
|
|
| QCOM / QUALCOMM Incorporated
|
|
|
|
|
|
|
|
| ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
|
|
|
|
|
|
|
|
| RVT / Royce Small-Cap Trust, Inc.
|
|
|
|
|
|
|
|
| BA / The Boeing Company
|
|
|
|
|
|
|
|
| SFL / SFL Corporation Ltd.
|
|
|
|
|
|
|
|
| URA / Global X Funds - Global X Uranium ETF
|
|
|
|
|
|
|
|
| IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
|
|
|
|
|
|
|
|
| AAPL / Apple Inc.
|
|
|
|
|
|
|
|
| FTK / Flotek Industries, Inc.
|
|
|
|
|
|
|
|
| LLY / Eli Lilly and Company
|
|
|
|
|
|
|
|
| KIO / KKR Income Opportunities Fund
|
|
|
|
|
|
|
|
| TPX / Somnigroup International Inc.
|
|
|
|
|
|
|
|
| EHAB / Enhabit, Inc.
|
|
|
|
|
|
|
|
| GBDC / Golub Capital BDC, Inc.
|
|
|
|
|
|
|
|
| FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
|
|
|
|
|
|
|
|
| SWAV / Shockwave Medical, Inc.
|
|
|
|
|
|
|
|
| JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
|
|
|
|
|
|
|
|
| IPAC / iShares Trust - iShares Core MSCI Pacific ETF
|
|
|
|
|
|
|
|
| AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| HD / The Home Depot, Inc.
|
|
|
|
|
|
|
|
| VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
|
|
|
|
|
|
|
|
| IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
|
|
|
|
|
|
|
|
| IYW / iShares Trust - iShares U.S. Technology ETF
|
|
|
|
|
|
|
|
| ACWI / iShares Trust - iShares MSCI ACWI ETF
|
|
|
|
|
|
|
|
| SEIC / SEI Investments Company
|
|
|
|
|
|
|
|
| VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
|
|
|
|
|
|
|
|
| VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
|
|
|
|
|
|
|
|
| QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
|
|
|
|
|
|
|
|
| AMZN / Amazon.com, Inc.
|
|
|
|
|
|
|
|
| IIIV / i3 Verticals, Inc.
|
|
|
|
|
|
|
|
| LILMF / Lilium N.V.
|
|
|
|
|
|
|
|
| VZ / Verizon Communications Inc.
|
|
|
|
|
|
|
|
| AUB / Atlantic Union Bankshares Corporation
|
|
|
|
|
|
|
|
| IWV / iShares Trust - iShares Russell 3000 ETF
|
|
|
|
|
|
|
|
| SLV / iShares Silver Trust
|
|
|
|
|
|
|
|
| WMT / Walmart Inc.
|
|
|
|
|
|
|
|
| SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
|
|
| PEN / Penumbra, Inc.
|
|
|
|
|
|
|
|
| HDV / iShares Trust - iShares Core High Dividend ETF
|
|
|
|
|
|
|
|
| MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
|
|
|
|
|
|
|
|
| BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
|
|
|
|
|
|
|
|
| EMR / Emerson Electric Co.
|
|
|
|
|
|
|
|
| ALCO / Alico, Inc.
|
|
|
|
|
|
|
|
| IWM / iShares Trust - iShares Russell 2000 ETF
|
|
|
|
|
|
|
|
| SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
|
|
|
|
|
|
|
|
| PSLV / Sprott Physical Silver Trust
|
|
|
|
|
|
|
|
| EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
|
|
|
|
|
|
|
|
| ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
|
|
|
|
|
|
|
|
| ACN / Accenture plc
|
|
|
|
|
|
|
|
| DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
|
|
|
|
|
|
|
|
| RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
|
|
| EVF / Eaton Vance Senior Income Trust
|
|
|
|
|
|
|
|
| PRCT / PROCEPT BioRobotics Corporation
|
|
|
|
|
|
|
|
| MCD / McDonald's Corporation
|
|
|
|
|
|
|
|
| EWQ / iShares, Inc. - iShares MSCI France ETF
|
|
|
|
|
|
|
|
| ADBE / Adobe Inc.
|
|
|
|
|
|
|
|
| VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
|
|
|
|
|
|
|
|
| DNUT / Krispy Kreme, Inc.
|
|
|
|
|
|
|
|
| LPX / Louisiana-Pacific Corporation
|
|
|
|
|
|
|
|
| ASAN / Asana, Inc.
|
|
|
|
|
|
|
|
| RTX / RTX Corporation
|
|
|
|
|
|
|
|
| SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
|
|
|
|
|
|
|
|
| AZO / AutoZone, Inc.
|
|
|
|
|
|
|
|
| FDX / FedEx Corporation
|
|
|
|
|
|
|
|
| SYK / Stryker Corporation
|
|
|
|
|
|
|
|
| REGN / Regeneron Pharmaceuticals, Inc.
|
|
|
|
|
|
|
|
| NKE / NIKE, Inc.
|
|
|
|
|
|
|
|
| VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
|
|
|
|
|
|
|
|
| TWOU / 2U, Inc.
|
|
|
|
|
|
|
|
| DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
|
|
|
|
|
|
|
|
| SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
|
|
|
|
|
|
|
|
| WBD / Warner Bros. Discovery, Inc.
|
|
|
|
|
|
|
|
| ORCL / Oracle Corporation
|
|
|
|
|
|
|
|
| PANW / Palo Alto Networks, Inc.
|
|
|
|
|
|
|
|
| DOW / Dow Inc.
|
|
|
|
|
|
|
|
| YUM / Yum! Brands, Inc.
|
|
|
|
|
|
|
|
| PSX / Phillips 66
|
|
|
|
|
|
|
|
| PM / Philip Morris International Inc.
|
|
|
|
|
|
|
|
| INTC / Intel Corporation
|
|
|
|
|
|
|
|
| UNH / UnitedHealth Group Incorporated
|
|
|
|
|
|
|
|
| VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
|
|
|
|
|
|
|
|
| ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
|
|
| QQQ / Invesco QQQ Trust, Series 1
|
|
|
|
|
|
|
|
| STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
|
|
|
|
|
|
|
|
| SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
|
|
|
|
|
|
|
|
| IEFA / iShares Trust - iShares Core MSCI EAFE ETF
|
|
|
|
|
|
|
|
| EWL / iShares, Inc. - iShares MSCI Switzerland ETF
|
|
|
|
|
|
|
|
| VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
|
|
|
|
|
|
|
|
| CRBN / iShares Trust - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
|
|
| SPY / SPDR S&P 500 ETF
|
|
|
|
|
|
|
|
| IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
|
|
|
|
|
|
|
|
| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
|
|
|
|
|
|
|
|
| FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
|
|
|
|
|
|
|
|
| REFI / Chicago Atlantic Real Estate Finance, Inc.
|
|
|
|
|
|
|
|
| NORW / Global X Funds - Global X MSCI Norway ETF
|
|
|
|
|
|
|
|
| IWF / iShares Trust - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
|
|
| COLB / Columbia Banking System, Inc.
|
|
|
|
|
|
|
|
| CSCO / Cisco Systems, Inc.
|
|
|
|
|
|
|
|
| ED / Consolidated Edison, Inc.
|
|
|
|
|
|
|
|
| MDY / SPDR S&P MidCap 400 ETF Trust
|
|
|
|
|
|
|
|
| VUG / Vanguard Index Funds - Vanguard Growth ETF
|
|
|
|
|
|
|
|
| PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
|
|
|
|
|
|
|
|
| GLD / SPDR Gold Trust
|
|
|
|
|
|
|
|
| CARR / Carrier Global Corporation
|
|
|
|
|
|
|
|
| PRVA / Privia Health Group, Inc.
|
|
|
|
|
|
|
|
| CVX / Chevron Corporation
|
|
|
|
|
|
|
|
| BRK.B / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
| IWD / iShares Trust - iShares Russell 1000 Value ETF
|
|
|
|
|
|
|
|
| DIS / The Walt Disney Company
|
|
|
|
|
|
|
|
| BX / Blackstone Inc.
|
|
|
|
|
|
|
|
| AMPL / Amplitude, Inc.
|
|
|
|
|
|
|
|
| NUV / Nuveen Municipal Value Fund, Inc.
|
|
|
|
|
|
|
|
| LOW / Lowe's Companies, Inc.
|
|
|
|
|
|
|
|
| EFA / iShares Trust - iShares MSCI EAFE ETF
|
|
|
|
|
|
|
|
| IWR / iShares Trust - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
|
|
| GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
|
|
|
|
|
|
|
|
| HTBK / Heritage Commerce Corp
|
|
|
|
|
|
|
|
| IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
|
|
| VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
|
|
|
|
|
|
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| DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
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| IJR / iShares Trust - iShares Core S&P Small-Cap ETF
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| NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
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| PLD / Prologis, Inc.
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| XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
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| VTV / Vanguard Index Funds - Vanguard Value ETF
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| VXF / Vanguard Index Funds - Vanguard Extended Market ETF
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| IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
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| VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
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| RLMD / Relmada Therapeutics, Inc.
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| IGM / iShares Trust - iShares Expanded Tech Sector ETF
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| NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
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| IVW / iShares Trust - iShares S&P 500 Growth ETF
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| HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
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| SBAC / SBA Communications Corporation
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| AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
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| SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
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| USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
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| AMGN / Amgen Inc.
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| AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
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| SCHW / The Charles Schwab Corporation
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| IVV / iShares Trust - iShares Core S&P 500 ETF
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| EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
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| MUB / iShares Trust - iShares National Muni Bond ETF
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| DSL / DoubleLine Income Solutions Fund
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| ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
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| AFRM / Affirm Holdings, Inc.
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| DESP / Despegar.com, Corp.
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| ABT / Abbott Laboratories
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| FRT / Federal Realty Investment Trust
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| SDY / SPDR Series Trust - SPDR S&P Dividend ETF
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| ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
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| IVOL / KraneShares Trust - Quadratic Interest Rate Volatility and Inflation Hedge ETF
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| IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
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| ENZL / iShares Trust - iShares MSCI New Zealand ETF
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| IWB / iShares Trust - iShares Russell 1000 ETF
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| VOX / Vanguard World Fund - Vanguard Communication Services ETF
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| IAU / iShares Gold Trust
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| PG / The Procter & Gamble Company
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| CCOI / Cogent Communications Holdings, Inc.
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| WTW / Willis Towers Watson Public Limited Company
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| CPNG / Coupang, Inc.
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| CCI / Crown Castle Inc.
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| CP / Canadian Pacific Kansas City Limited
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| IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
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| TALO / Talos Energy Inc.
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| SPG / Simon Property Group, Inc.
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| VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
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| LHX / L3Harris Technologies, Inc.
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| EWZ / iShares, Inc. - iShares MSCI Brazil ETF
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| ADP / Automatic Data Processing, Inc.
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| AOK / iShares Trust - iShares Core 30/70 Conservative Allocation ETF
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| VB / Vanguard Index Funds - Vanguard Small-Cap ETF
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| VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
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| VGT / Vanguard World Fund - Vanguard Information Technology ETF
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| MAIN / Main Street Capital Corporation
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| COIN / Coinbase Global, Inc.
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| VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
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| GD / General Dynamics Corporation
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| AVGO / Broadcom Inc.
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| ABBV / AbbVie Inc.
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| V / Visa Inc.
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| HON / Honeywell International Inc.
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| MA / Mastercard Incorporated
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| BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
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| VWE / Vintage Wine Estates, Inc.
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| UNM / Unum Group
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.
