EXC / Exelon Corporation
|
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|
INTC / Intel Corporation
|
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|
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ETSY / Etsy, Inc.
|
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|
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|
NTRS / Northern Trust Corporation
|
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|
MPW / Medical Properties Trust, Inc.
|
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|
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|
TREC / Trecora Resources
|
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|
|
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|
|
TSLA / Tesla, Inc.
|
|
|
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|
AMD / Advanced Micro Devices, Inc.
|
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|
EPP / iShares, Inc. - iShares MSCI Pacific ex Japan ETF
|
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|
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AVGO / Broadcom Inc.
|
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|
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ELV / Elevance Health, Inc.
|
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TMUS / T-Mobile US, Inc.
|
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CIEN / Ciena Corporation
|
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AXON / Axon Enterprise, Inc.
|
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IBCP / Independent Bank Corporation
|
|
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|
US3024451011 / FLIR Systems, Inc.
|
|
|
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|
|
VVR / Invesco Senior Income Trust
|
|
|
|
|
|
|
|
VER / VEREIT Inc
|
|
|
|
|
|
|
|
ZIXI / Zix Corp.
|
|
|
|
|
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|
|
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
|
|
|
|
|
|
|
|
PB / Prosperity Bancshares, Inc.
|
|
|
|
|
|
|
|
BCBP / BCB Bancorp, Inc.
|
|
|
|
|
|
|
|
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
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|
|
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
|
|
|
|
|
|
|
|
ALG / Alamo Group Inc.
|
|
|
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|
03765K104 / Aphria Inc.
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KL / Kirkland Lake Gold Ltd
|
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|
US0906721065 / BioTelemetry, Inc.
|
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PRFT / Perficient, Inc.
|
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LYV / Live Nation Entertainment, Inc.
|
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TGT / Target Corporation
|
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OMC / Omnicom Group Inc.
|
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|
|
FI / Fiserv, Inc.
|
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|
|
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
|
|
|
|
|
|
|
|
NSC / Norfolk Southern Corporation
|
|
|
|
|
|
|
|
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
|
|
|
|
|
|
|
|
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
|
|
|
|
|
|
|
|
PH / Parker-Hannifin Corporation
|
|
|
|
|
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|
|
DSL / DoubleLine Income Solutions Fund
|
|
|
|
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|
|
LXP / LXP Industrial Trust
|
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|
|
CI / The Cigna Group
|
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|
|
|
|
|
|
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
|
|
IDV / iShares Trust - iShares International Select Dividend ETF
|
|
|
|
|
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|
|
CNC / Centene Corporation
|
|
|
|
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|
|
ED / Consolidated Edison, Inc.
|
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|
|
|
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|
|
LYB / LyondellBasell Industries N.V.
|
|
|
|
|
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|
WDFC / WD-40 Company
|
|
|
|
|
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|
|
REGN / Regeneron Pharmaceuticals, Inc.
|
|
|
|
|
|
|
|
SWK / Stanley Black & Decker, Inc.
|
|
|
|
|
|
|
|
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
|
|
|
|
|
|
|
|
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
|
|
|
|
|
|
|
|
MET / MetLife, Inc.
|
|
|
|
|
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|
|
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
|
|
|
|
|
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|
|
LHX / L3Harris Technologies, Inc.
|
|
|
|
|
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|
|
DBL / DoubleLine Opportunistic Credit Fund
|
|
|
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|
|
|
IFN / The India Fund, Inc.
|
|
|
|
|
|
|
|
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
|
|
|
|
|
|
|
|
VFF / Village Farms International, Inc.
|
|
|
|
|
|
|
|
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
|
|
|
|
|
|
|
|
UAA / Under Armour, Inc.
|
|
|
|
|
|
|
|
SGEN / Seagen Inc
|
|
|
|
|
|
|
|
STX / Seagate Technology Holdings plc
|
|
|
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|
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|
GWP / GW Pharmaceuticals plc
|
|
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|
WFC / Wells Fargo & Company
|
|
|
|
|
|
|
|
SQ / Block, Inc.
|
|
|
|
|
|
|
|
AM / Antero Midstream Corporation
|
|
|
|
|
|
|
|
K / Kellanova
|
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|
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|
|
WBA / Walgreens Boots Alliance, Inc.
|
|
|
|
|
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|
|
SPOT / Spotify Technology S.A.
|
|
|
|
|
|
|
|
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
|
|
|
|
|
|
|
|
JQC / Nuveen Credit Strategies Income Fund
|
|
|
|
|
|
|
|
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
|
|
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|
STT / State Street Corporation
|
|
|
|
|
|
|
|
STZ / Constellation Brands, Inc.
|
|
|
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|
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|
|
TER / Teradyne, Inc.
|
|
|
|
|
|
|
|
CHKP / Check Point Software Technologies Ltd.
|
|
|
|
|
|
|
|
RGLD / Royal Gold, Inc.
|
|
|
|
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|
|
AMP / Ameriprise Financial, Inc.
|
|
|
|
|
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|
|
FIS / Fidelity National Information Services, Inc.
|
|
|
|
|
|
|
|
PPG / PPG Industries, Inc.
|
|
|
|
|
|
|
|
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
|
|
|
|
|
|
|
|
IWD / iShares Trust - iShares Russell 1000 Value ETF
|
|
|
|
|
|
|
|
TAP / Molson Coors Beverage Company
|
|
|
|
|
|
|
|
TMO / Thermo Fisher Scientific Inc.
|
|
|
|
|
|
|
|
IIPR / Innovative Industrial Properties, Inc.
|
|
|
|
|
|
|
|
D / Dominion Energy, Inc.
|
|
|
|
|
|
|
|
QQQ / Invesco QQQ Trust, Series 1
|
|
|
|
|
|
|
|
MRTN / Marten Transport, Ltd.
|
|
|
|
|
|
|
|
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
|
|
|
|
|
|
|
|
GE / General Electric Company
|
|
|
|
|
|
|
|
CME / CME Group Inc.
|
|
|
|
|
|
|
|
PPL / PPL Corporation
|
|
|
|
|
|
|
|
ENV / Envestnet, Inc.
|
|
|
|
|
|
|
|
HCA / HCA Healthcare, Inc.
|
|
|
|
|
|
|
|
MDT / Medtronic plc
|
|
|
|
|
|
|
|
LRCX / Lam Research Corporation
|
|
|
|
|
|
|
|
PNR / Pentair plc
|
|
|
|
|
|
|
|
SDS / ProShares Trust - ProShares UltraShort S&P500
|
|
|
|
|
|
|
|
WFC.PRL / Wells Fargo & Company - Preferred Stock
|
|
|
|
|
|
|
|
SLP / Simulations Plus, Inc.
|
|
|
|
|
|
|
|
IXN / iShares Trust - iShares Global Tech ETF
|
|
|
|
|
|
|
|
CLX / The Clorox Company
|
|
|
|
|
|
|
|
IWF / iShares Trust - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
|
|
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
|
|
|
|
|
|
|
|
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
|
|
|
|
|
|
|
|
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
|
|
|
|
|
|
|
|
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
|
|
|
|
|
|
|
|
WPC / W. P. Carey Inc.
|
|
|
|
|
|
|
|
PLUS / ePlus inc.
|
|
|
|
|
|
|
|
LHCG / LHC Group Inc
|
|
|
|
|
|
|
|
ARES / Ares Management Corporation
|
|
|
|
|
|
|
|
TRST / TrustCo Bank Corp NY
|
|
|
|
|
|
|
|
ZM / Zoom Communications Inc.
|
|
|
|
|
|
|
|
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
|
|
|
|
|
|
|
|
PLD / Prologis, Inc.
|
|
|
|
|
|
|
|
PETS / PetMed Express, Inc.
|
|
|
|
|
|
|
|
HPE / Hewlett Packard Enterprise Company
|
|
|
|
|
|
|
|
ABT / Abbott Laboratories
|
|
|
|
|
|
|
|
BAC / Bank of America Corporation
|
|
|
|
|
|
|
|
DLR / Digital Realty Trust, Inc.
|
|
|
|
|
|
|
|
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
|
|
|
|
|
|
|
|
UNH / UnitedHealth Group Incorporated
|
|
|
|
|
|
|
|
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
|
|
|
|
|
|
|
|
COST / Costco Wholesale Corporation
|
|
|
|
|
|
|
|
ET / Energy Transfer LP - Limited Partnership
|
|
|
|
|
|
|
|
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
|
|
|
|
|
|
|
|
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
|
|
|
|
|
|
|
|
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
|
|
|
|
|
|
|
|
NEE / NextEra Energy, Inc.
|
|
|
|
|
|
|
|
VZ / Verizon Communications Inc.
|
|
|
|
|
|
|
|
TTD / The Trade Desk, Inc.
|
|
|
|
|
|
|
|
CMI / Cummins Inc.
|
|
|
|
|
|
|
|
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
MS / Morgan Stanley
|
|
|
|
|
|
|
|
EWJ / iShares, Inc. - iShares MSCI Japan ETF
|
|
|
|
|
|
|
|
HON / Honeywell International Inc.
|
|
|
|
|
|
|
|
ECL / Ecolab Inc.
|
|
|
|
|
|
|
|
ADBE / Adobe Inc.
|
|
|
|
|
|
|
|
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
|
|
|
|
|
|
|
|
IWM / iShares Trust - iShares Russell 2000 ETF
|
|
|
|
|
|
|
|
SPLK / Splunk Inc.
|
|
|
|
|
|
|
|
SH / ProShares Trust - ProShares Short S&P500
|
|
|
|
|
|
|
|
ENBL / Enable Midstream Partners LP - Unit
|
|
|
|
|
|
|
|
SHW / The Sherwin-Williams Company
|
|
|
|
|
|
|
|
GLD / SPDR Gold Trust
|
|
|
|
|
|
|
|
CFG / Citizens Financial Group, Inc.
|
|
|
|
|
|
|
|
AMN / AMN Healthcare Services, Inc.
|
|
|
|
|
|
|
|
NKX / Nuveen California AMT-Free Quality Municipal Income Fund
|
|
|
|
|
|
|
|
UNP / Union Pacific Corporation
|
|
|
|
|
|
|
|
CTSH / Cognizant Technology Solutions Corporation
|
|
|
|
|
|
|
|
PBH / Prestige Consumer Healthcare Inc.
|
|
|
|
|
|
|
|
BIIB / Biogen Inc.
|
|
|
|
|
|
|
|
IHI / iShares Trust - iShares U.S. Medical Devices ETF
|
|
|
|
|
|
|
|
BANX / ArrowMark Financial Corp.
|
|
|
|
|
|
|
|
HELE / Helen of Troy Limited
|
|
|
|
|
|
|
|
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
|
|
|
|
|
|
|
|
CMCSA / Comcast Corporation
|
|
|
|
|
|
|
|
PAYX / Paychex, Inc.
|
|
|
|
|
|
|
|
LMT / Lockheed Martin Corporation
|
|
|
|
|
|
|
|
CB / Chubb Limited
|
|
|
|
|
|
|
|
MCK / McKesson Corporation
|
|
|
|
|
|
|
|
GD / General Dynamics Corporation
|
|
|
|
|
|
|
|
CQP / Cheniere Energy Partners, L.P. - Limited Partnership
|
|
|
|
|
|
|
|
TJX / The TJX Companies, Inc.
|
|
|
|
|
|
|
|
ANET / Arista Networks Inc
|
|
|
|
|
|
|
|
SLV / iShares Silver Trust
|
|
|
|
|
|
|
|
AWK / American Water Works Company, Inc.
|
|
|
|
|
|
|
|
AMZN / Amazon.com, Inc.
|
|
|
|
|
|
|
|
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
|
|
|
|
|
|
|
|
AAPL / Apple Inc.
|
|
|
|
|
|
|
|
WMT / Walmart Inc.
|
|
|
|
|
|
|
|
MA / Mastercard Incorporated
|
|
|
|
|
|
|
|
O / Realty Income Corporation
|
|
|
|
|
|
|
|
CHGG / Chegg, Inc.
|
|
|
|
|
|
|
|
MSFT / Microsoft Corporation
|
|
|
|
|
|
|
|
XOM / Exxon Mobil Corporation
|
|
|
|
|
|
|
|
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
|
|
|
|
|
|
|
|
C / Citigroup Inc.
|
|
|
|
|
|
|
|
ICE / Intercontinental Exchange, Inc.
|
|
|
|
|
|
|
|
SO / The Southern Company
|
|
|
|
|
|
|
|
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
|
|
|
|
|
|
|
|
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
|
|
|
|
|
|
|
|
CEF / Sprott Physical Gold and Silver Trust
|
|
|
|
|
|
|
|
MO / Altria Group, Inc.
|
|
|
|
|
|
|
|
WPM / Wheaton Precious Metals Corp.
|
|
|
|
|
|
|
|
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
|
|
|
|
|
|
|
|
DIS / The Walt Disney Company
|
|
|
|
|
|
|
|
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
|
|
|
|
|
|
|
|
JNJ / Johnson & Johnson
|
|
|
|
|
|
|
|
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
|
|
|
|
|
|
|
|
PFE / Pfizer Inc.
|
|
|
|
|
|
|
|
PFF / iShares Trust - iShares Preferred and Income Securities ETF
|
|
|
|
|
|
|
|
YUM / Yum! Brands, Inc.
|
|
|
|
|
|
|
|
EFA / iShares Trust - iShares MSCI EAFE ETF
|
|
|
|
|
|
|
|
SPY / SPDR S&P 500 ETF
|
|
|
|
|
|
|
|
NAC / Nuveen California Quality Municipal Income Fund
|
|
|
|
|
|
|
|
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
|
|
DHR / Danaher Corporation
|
|
|
|
|
|
|
|
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
|
|
|
|
|
|
|
|
DECK / Deckers Outdoor Corporation
|
|
|
|
|
|
|
|
UPLD / Upland Software, Inc.
|
|
|
|
|
|
|
|
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
|
|
NEM / Newmont Corporation
|
|
|
|
|
|
|
|
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
|
|
|
|
|
|
|
|
QLYS / Qualys, Inc.
|
|
|
|
|
|
|
|
IVW / iShares Trust - iShares S&P 500 Growth ETF
|
|
|
|
|
|
|
|
SHOP / Shopify Inc.
|
|
|
|
|
|
|
|
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
|
|
BRK.B / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
FITB / Fifth Third Bancorp
|
|
|
|
|
|
|
|
ESS / Essex Property Trust, Inc.
|
|
|
|
|
|
|
|
BRK.A / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
AWR / American States Water Company
|
|
|
|
|
|
|
|
GOOGL / Alphabet Inc.
|
|
|
|
|
|
|
|
MRK / Merck & Co., Inc.
|
|
|
|
|
|
|
|
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
|
|
|
|
|
|
|
|
JPM / JPMorgan Chase & Co.
|
|
|
|
|
|
|
|
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
|
|
|
|
|
|
|
|
NKE / NIKE, Inc.
|
|
|
|
|
|
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AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
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PG / The Procter & Gamble Company
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PNC / The PNC Financial Services Group, Inc.
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MMM / 3M Company
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XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
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VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
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MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
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FLOT / iShares Trust - iShares Floating Rate Bond ETF
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T / AT&T Inc.
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COR / Cencora, Inc.
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VPU / Vanguard World Fund - Vanguard Utilities ETF
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ABBV / AbbVie Inc.
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EMX / EMX Royalty Corporation
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LITE / Lumentum Holdings Inc.
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SIZE / iShares Trust - iShares MSCI USA Size Factor ETF
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MCD / McDonald's Corporation
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FSM / Fortuna Mining Corp.
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USB / U.S. Bancorp
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JRI / Nuveen Real Asset Income and Growth Fund
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MTA / Metalla Royalty & Streaming Ltd.
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ATVI / Activision Blizzard Inc
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PFL / PIMCO Income Strategy Fund
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CL / Colgate-Palmolive Company
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SP / SP Plus Corporation
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NVDA / NVIDIA Corporation
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BA / The Boeing Company
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META / Meta Platforms, Inc.
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QCOM / QUALCOMM Incorporated
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INTU / Intuit Inc.
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ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
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JJSF / J&J Snack Foods Corp.
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VUG / Vanguard Index Funds - Vanguard Growth ETF
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VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
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VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
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NFLX / Netflix, Inc.
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PEP / PepsiCo, Inc.
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IAU / iShares Gold Trust
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ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
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GOOG / Alphabet Inc.
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KO / The Coca-Cola Company
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NET / Cloudflare, Inc.
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BK / The Bank of New York Mellon Corporation
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CVX / Chevron Corporation
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VEEV / Veeva Systems Inc.
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FNV / Franco-Nevada Corporation
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AMGN / Amgen Inc.
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TROW / T. Rowe Price Group, Inc.
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SBUX / Starbucks Corporation
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ITCI / Intra-Cellular Therapies, Inc.
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NBB / Nuveen Taxable Municipal Income Fund
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BMY / Bristol-Myers Squibb Company
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PYPL / PayPal Holdings, Inc.
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ALL / The Allstate Corporation
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IBM / International Business Machines Corporation
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VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
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ORCL / Oracle Corporation
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CSCO / Cisco Systems, Inc.
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CVS / CVS Health Corporation
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CRBN / iShares Trust - iShares MSCI ACWI Low Carbon Target ETF
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0VGM / Sandstorm Gold Ltd.
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HDV / iShares Trust - iShares Core High Dividend ETF
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TXN / Texas Instruments Incorporated
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FIVE / Five Below, Inc.
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FSK / FS KKR Capital Corp.
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HD / The Home Depot, Inc.
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V / Visa Inc.
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KMB / Kimberly-Clark Corporation
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ROP / Roper Technologies, Inc.
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HSY / The Hershey Company
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GILD / Gilead Sciences, Inc.
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IVV / iShares Trust - iShares Core S&P 500 ETF
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MBB / iShares Trust - iShares MBS ETF
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WM / Waste Management, Inc.
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NEP / XPLR Infrastructure, LP - Limited Partnership
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DVY / iShares Trust - iShares Select Dividend ETF
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BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
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ETN / Eaton Corporation plc
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