Market Value533,087,834
Total Holdings167
File Date2024-04-18
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)
PFF / iShares Trust - iShares Preferred and Income Securities ETF
SPCE / Virgin Galactic Holdings, Inc.
PEP / PepsiCo, Inc.
SU / Suncor Energy Inc.
PACB / Pacific Biosciences of California, Inc.
QS / QuantumScape Corporation
ABNB / Airbnb, Inc.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
ASB / Associated Banc-Corp
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
BRO / Brown & Brown, Inc.
ACLS / Axcelis Technologies, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
PFG / Principal Financial Group, Inc.
DHF / BNY Mellon High Yield Strategies Fund
GEHC / GE HealthCare Technologies Inc.
HOTH / Hoth Therapeutics, Inc.
DIS / The Walt Disney Company
AWAY / Amplify ETF Trust - Amplify Travel Tech ETF
/ ENERGOUS CORP
FSCO / FS Credit Opportunities Corp.
FLR / Fluor Corporation
GMED / Globus Medical, Inc.
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
GM / General Motors Company
HAE / Haemonetics Corporation
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
MNKD / MannKind Corporation
VVR / Invesco Senior Income Trust
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
DMYI.U / dMY Technology Group, Inc. III Units, each consisting of one share of Class A common stock and one-f
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
EPOL / iShares Trust - iShares MSCI Poland ETF
HCC / Warrior Met Coal, Inc.
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
GCOW / Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
QLYS / Qualys, Inc.
MFMS / Motley Fool Funds Trust - MFAM Small-Cap Growth ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
MATV / Mativ Holdings, Inc.
SLVM / Sylvamo Corporation
CBAN / Colony Bankcorp, Inc.
WHD / Cactus, Inc.
TWO / Two Harbors Investment Corp.
VTIAX / Vanguard Star Funds - Vanguard Total International Stock Index Fund Admiral
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
VICSX / Vanguard Scottsdale Funds - Vanguard IT Corporate Bond Index Fund Admiral
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
MDC / M.D.C. Holdings, Inc.
ANDE / The Andersons, Inc.
BRCC / BRC Inc.
BXMT / Blackstone Mortgage Trust, Inc.
ET / Energy Transfer LP - Limited Partnership
DCOR / Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
KWT / iShares Trust - iShares MSCI Kuwait ETF
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
EWQ / iShares, Inc. - iShares MSCI France ETF
UTF / Cohen & Steers Infrastructure Fund, Inc
EZA / iShares, Inc. - iShares MSCI South Africa ETF
FDX / FedEx Corporation
EWM / iShares, Inc. - iShares MSCI Malaysia ETF
PSTG / Pure Storage, Inc.
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
SNDL / SNDL Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
ATEN / A10 Networks, Inc.
COLB / Columbia Banking System, Inc.
EPAM / EPAM Systems, Inc.
DVN / Devon Energy Corporation
NTAP / NetApp, Inc.
PCAR / PACCAR Inc
MSA / MSA Safety Incorporated
CHCO / City Holding Company
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
PTON / Peloton Interactive, Inc.
EDEN / iShares Trust - iShares MSCI Denmark ETF
PSQH / PSQ Holdings, Inc.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
CNX / CNX Resources Corporation
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
SSD / Simpson Manufacturing Co., Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
ICFI / ICF International, Inc.
CNHI / CNH Industrial N.V.
BMRA / Biomerica, Inc.
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
EVGO / EVgo, Inc.
PFXF / VanEck ETF Trust - VanEck Preferred Securities ex Financials ETF
LEN / Lennar Corporation
MUSA / Murphy USA Inc.
MPLX / MPLX LP - Limited Partnership
SLB / Schlumberger Limited
IMGN / ImmunoGen, Inc.
BLNK / Blink Charging Co.
LEN / Lennar Corporation
BTZ / BlackRock Credit Allocation Income Trust
AMGN / Amgen Inc.
MA / Mastercard Incorporated
HTLD / Heartland Express, Inc.
SOUN / SoundHound AI, Inc.
HOMB / Home Bancshares, Inc. (Conway, AR)
ADX / Adams Diversified Equity Fund, Inc.
W / Wayfair Inc.
PAYO / Payoneer Global Inc.
STAG / STAG Industrial, Inc.
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
PLNT / Planet Fitness, Inc.
LNN / Lindsay Corporation
MGRC / McGrath RentCorp
KBH / KB Home
IGT / International Game Technology PLC
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
HSIC / Henry Schein, Inc.
LNT / Alliant Energy Corporation
MU / Micron Technology, Inc.
PARR / Par Pacific Holdings, Inc.
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
DAL / Delta Air Lines, Inc.
PFC / Premier Financial Corp.
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
GATX / GATX Corporation
VOX / Vanguard World Fund - Vanguard Communication Services ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
LRN / Stride, Inc.
GNOM / Global X Funds - Global X Genomics & Biotechnology ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
AADI / Aadi Bioscience, Inc.
VRSN / VeriSign, Inc.
AES / The AES Corporation
OMGA / Omega Therapeutics, Inc.
FIX / Comfort Systems USA, Inc.
GT / The Goodyear Tire & Rubber Company
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
DCFC / Tritium DCFC Limited
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
EWO / iShares, Inc. - iShares MSCI Austria ETF
EXAS / Exact Sciences Corporation
JBI / Janus International Group, Inc.
DFP / Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.
MRO / Marathon Oil Corporation
WRK / WestRock Company
BMY / Bristol-Myers Squibb Company
EWP / iShares, Inc. - iShares MSCI Spain ETF
NIO / NIO Inc. - Depositary Receipt (Common Stock)
VTS / Vitesse Energy, Inc.
CTVA / Corteva, Inc.
NORW / Global X Funds - Global X MSCI Norway ETF
FAST / Fastenal Company
EWY / iShares, Inc. - iShares MSCI South Korea ETF
MRVL / Marvell Technology, Inc.
KSS / Kohl's Corporation
EIX / Edison International
EWC / iShares, Inc. - iShares MSCI Canada ETF
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
TLRY / Tilray Brands, Inc.
PDCO / Patterson Companies, Inc.
DTM / DT Midstream, Inc.
POR / Portland General Electric Company
CM2 / Cal-Maine Foods, Inc.
FSRN / Fisker Inc.
EIRL / iShares Trust - iShares MSCI Ireland ETF
DG / Dollar General Corporation
PERI / Perion Network Ltd.
NICE / NICE Ltd. - Depositary Receipt (Common Stock)
INSP / Inspire Medical Systems, Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
AME / AMETEK, Inc.
EHC / Encompass Health Corporation
EVRG / Evergy, Inc.
CION / CION Investment Corporation
OGI / Organigram Global Inc.
CI / The Cigna Group
AROW / Arrow Financial Corporation
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
NXP / Nuveen Select Tax-Free Income Portfolio
ADNT / Adient plc
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
GRID / First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
EWD / iShares, Inc. - iShares MSCI Sweden ETF
EPHE / iShares Trust - iShares MSCI Philippines ETF
WOMN / Tidal Trust III - Impact Shares Women's Empowerment ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
GSEW / Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
TGT / Target Corporation
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
ORI / Old Republic International Corporation
KHC / The Kraft Heinz Company
AMCR / Amcor plc
KWR / Quaker Chemical Corporation
DOV / Dover Corporation
KZIA / Kazia Therapeutics Limited - Depositary Receipt (Common Stock)
CAR / Avis Budget Group, Inc.
CCL / Carnival Corporation & plc
ROK / Rockwell Automation, Inc.
AAON / AAON, Inc.
EWI / iShares, Inc. - iShares MSCI Italy ETF
WBX / Wallbox N.V.
NVRO / Nevro Corp.
LH / Labcorp Holdings Inc.
RCKY / Rocky Brands, Inc.
DRI / Darden Restaurants, Inc.
ERII / Energy Recovery, Inc.
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
HQY / HealthEquity, Inc.
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
ITCI / Intra-Cellular Therapies, Inc.
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
NI / NiSource Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
GXC / SPDR Index Shares Funds - SPDR S&P China ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
DCI / Donaldson Company, Inc.
HEZU / iShares Trust - iShares Currency Hedged MSCI Eurozone ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
FCFS / FirstCash Holdings, Inc.
SRE / Sempra
EWZ / iShares, Inc. - iShares MSCI Brazil ETF
BUG / Global X Funds - Global X Cybersecurity ETF
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
HSTM / HealthStream, Inc.
BX / Blackstone Inc.
IBP / Installed Building Products, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
RQI / Cohen & Steers Quality Income Realty Fund, Inc.
ARBK / Argo Blockchain plc - Depositary Receipt (Common Stock)
PRMW / Primo Water Corporation
ARLO / Arlo Technologies, Inc.
TLS / Telos Corporation
SLW / Silver Wheaton Corp.
FLYW / Flywire Corporation
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
PLUG / Plug Power Inc.
BRBR / BellRing Brands, Inc.
OTIS / Otis Worldwide Corporation
BKR / Baker Hughes Company
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
AER / AerCap Holdings N.V.
UNP / Union Pacific Corporation
RACE / Ferrari N.V.
CLOV / Clover Health Investments, Corp.
AEVA / Aeva Technologies, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
FDMT / 4D Molecular Therapeutics, Inc.
KD / Kyndryl Holdings, Inc.
WMB / The Williams Companies, Inc.
HCAT / Health Catalyst, Inc.
UAA / Under Armour, Inc.
MOH / Molina Healthcare, Inc.
PNR / Pentair plc
TTD / The Trade Desk, Inc.
SBUX / Starbucks Corporation
CE / Celanese Corporation
TUR / iShares, Inc. - iShares MSCI Turkey ETF
AMT / American Tower Corporation
TMO / Thermo Fisher Scientific Inc.
CMC / Commercial Metals Company
SPWR / Complete Solaria, Inc.
LYFT / Lyft, Inc.
DDD / 3D Systems Corporation
LULU / lululemon athletica inc.
AVB / AvalonBay Communities, Inc.
CHRW / C.H. Robinson Worldwide, Inc.
RNP / Cohen & Steers REIT and Preferred Income Fund, Inc.
IAU / iShares Gold Trust
MATX / Matson, Inc.
UTZ / Utz Brands, Inc.
SPHR / Sphere Entertainment Co.
CRWD / CrowdStrike Holdings, Inc.
CWEN / Clearway Energy, Inc.
TTEK / Tetra Tech, Inc.
LBRDA / Liberty Broadband Corporation
WNC / Wabash National Corporation
IPAR / Interparfums, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
VLTO / Veralto Corporation
FICO / Fair Isaac Corporation
HCA / HCA Healthcare, Inc.
DUK / Duke Energy Corporation
STRL / Sterling Infrastructure, Inc.
PLTR / Palantir Technologies Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
BHF / Brighthouse Financial, Inc.
GRMN / Garmin Ltd.
PODD / Insulet Corporation
ARVN / Arvinas, Inc.
PAYC / Paycom Software, Inc.
TOON / Kartoon Studios Inc.
FLNG / FLEX LNG Ltd.
DIA / SPDR Dow Jones Industrial Average ETF Trust
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
AVDE / American Century ETF Trust - Avantis International Equity ETF
PRTS / CarParts.com, Inc.
CMG / Chipotle Mexican Grill, Inc.
KMT / Kennametal Inc.
TCPC / BlackRock TCP Capital Corp.
LADR / Ladder Capital Corp
NEM / Newmont Corporation
TPH / Tri Pointe Homes, Inc.
WST / West Pharmaceutical Services, Inc.
IVT / InvenTrust Properties Corp.
RPM / RPM International Inc.
CSQ / Calamos Strategic Total Return Fund
MVRL / ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN
YUM / Yum! Brands, Inc.
BLDR / Builders FirstSource, Inc.
EGAN / eGain Corporation
UAL / United Airlines Holdings, Inc.
XRX / Xerox Holdings Corporation
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
STNE / StoneCo Ltd.
TFC / Truist Financial Corporation
PIPR / Piper Sandler Companies
IEUR / iShares Trust - iShares Core MSCI Europe ETF
CAH / Cardinal Health, Inc.
OMC / Omnicom Group Inc.
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
MEDP / Medpace Holdings, Inc.
JPC / Nuveen Preferred & Income Opportunities Fund
SFM / Sprouts Farmers Market, Inc.
DKNG / DraftKings Inc.
WTFC / Wintrust Financial Corporation
ALKS / Alkermes plc
FULT / Fulton Financial Corporation
HYT / BlackRock Corporate High Yield Fund, Inc.
EWA / iShares, Inc. - iShares MSCI Australia ETF
WRB / W. R. Berkley Corporation
GWW / W.W. Grainger, Inc.
APAM / Artisan Partners Asset Management Inc.
PCH / PotlatchDeltic Corporation
TROW / T. Rowe Price Group, Inc.
QQQ / Invesco QQQ Trust, Series 1
APTV / Aptiv PLC
UUUU / Energy Fuels Inc.
EQC / Equity Commonwealth
ZG / Zillow Group, Inc.
TSN / Tyson Foods, Inc.
CEG / Constellation Energy Corporation
ADBE / Adobe Inc.
RITM / Rithm Capital Corp.
WBD / Warner Bros. Discovery, Inc.
BOX / Box, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
BRW / Saba Capital Income & Opportunities Fund
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
DVA / DaVita Inc.
SPSC / SPS Commerce, Inc.
WFRD / Weatherford International plc
MGM / MGM Resorts International
VERU / Veru Inc.
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
LIN / Linde plc
AGNC / AGNC Investment Corp.
UTG / Reaves Utility Income Fund
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
RIVN / Rivian Automotive, Inc.
GSM / Ferroglobe PLC
DOOR / Masonite International Corporation
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
ROKU / Roku, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
HOLX / Hologic, Inc.
QTUM / ETF Series Solutions - Defiance Quantum ETF
NTGR / NETGEAR, Inc.
ARI / Apollo Commercial Real Estate Finance, Inc.
ATKR / Atkore Inc.
TRN / Trinity Industries, Inc.
COUR / Coursera, Inc.
ISRG / Intuitive Surgical, Inc.
EWH / iShares, Inc. - iShares MSCI Hong Kong ETF
TD / The Toronto-Dominion Bank
BJ / BJ's Wholesale Club Holdings, Inc.
UGI / UGI Corporation
UAE / iShares Trust - iShares MSCI UAE ETF
SHE / SPDR Series Trust - SPDR MSCI USA Gender Diversity ETF
FCEL / FuelCell Energy, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
ICLN / iShares Trust - iShares Global Clean Energy ETF
SYY / Sysco Corporation
CARR / Carrier Global Corporation
ROST / Ross Stores, Inc.
EWG / iShares, Inc. - iShares MSCI Germany ETF
NEP / XPLR Infrastructure, LP - Limited Partnership
WTS / Watts Water Technologies, Inc.
NKE / NIKE, Inc.
BOC / Boston Omaha Corporation
CACI / CACI International Inc
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
ENPH / Enphase Energy, Inc.
PSX / Phillips 66
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
OPEN / Opendoor Technologies Inc.
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
ON / ON Semiconductor Corporation
DDOG / Datadog, Inc.
GPN / Global Payments Inc.
EWT / iShares, Inc. - iShares MSCI Taiwan ETF
EWL / iShares, Inc. - iShares MSCI Switzerland ETF
JNPR / Juniper Networks, Inc.
ANSS / ANSYS, Inc.
BL / BlackLine, Inc.
FI / Fiserv, Inc.
GPK / Graphic Packaging Holding Company
CFG / Citizens Financial Group, Inc.
MTNB / Matinas BioPharma Holdings, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
GE / General Electric Company
O / Realty Income Corporation
WY / Weyerhaeuser Company
AEM / Agnico Eagle Mines Limited
AMPH / Amphastar Pharmaceuticals, Inc.
KLG / WK Kellogg Co
AVNS / Avanos Medical, Inc.
MCHP / Microchip Technology Incorporated
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
ZOM / Zomedica Corp.
PD / PagerDuty, Inc.
GREK / Global X Funds - Global X MSCI Greece ETF
NOW / ServiceNow, Inc.
AIT / Applied Industrial Technologies, Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
LYB / LyondellBasell Industries N.V.
VIAV / Viavi Solutions Inc.
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
BXP / Boston Properties, Inc.
OGN / Organon & Co.
SMAR / Smartsheet Inc.
SHW / The Sherwin-Williams Company
BVS / Bioventus Inc.
GXO / GXO Logistics, Inc.
PGNY / Progyny, Inc.
HOG / Harley-Davidson, Inc.
PYPL / PayPal Holdings, Inc.
OPCH / Option Care Health, Inc.
DVAX / Dynavax Technologies Corporation
GRBK / Green Brick Partners, Inc.
PFBC / Preferred Bank
IDXX / IDEXX Laboratories, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
JBL / Jabil Inc.
EXEL / Exelixis, Inc.
HASI / HA Sustainable Infrastructure Capital, Inc.
ETSY / Etsy, Inc.
HPQ / HP Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
BITO / ProShares Trust - ProShares Bitcoin ETF
MDB / MongoDB, Inc.
EXC / Exelon Corporation
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
PI / Impinj, Inc.
LLY / Eli Lilly and Company
NVDA / NVIDIA Corporation
AAL / American Airlines Group Inc.
GIS / General Mills, Inc.
MAR / Marriott International, Inc.
PCF / High Income Securities Fund
HPI / John Hancock Preferred Income Fund
SMCI / Super Micro Computer, Inc.
AMC / AMC Entertainment Holdings, Inc.
BMI / Badger Meter, Inc.
UPS / United Parcel Service, Inc.
NDSN / Nordson Corporation
HAUZ / DBX ETF Trust - Xtrackers International Real Estate ETF
FIVG / ETF Series Solutions - Defiance Next Gen Connectivity ETF
EMBC.V / Embecta Corp
FG / F&G Annuities & Life, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
QDIV / Global X Funds - Global X S&P 500 Quality Dividend ETF
WAB / Westinghouse Air Brake Technologies Corporation
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
TDOC / Teladoc Health, Inc.
EIDO / iShares Trust - iShares MSCI Indonesia ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
MURA / Mural Oncology plc
VIS / Vanguard World Fund - Vanguard Industrials ETF
DVY / iShares Trust - iShares Select Dividend ETF
GLW / Corning Incorporated
EWU / iShares Trust - iShares MSCI United Kingdom ETF
ANF / Abercrombie & Fitch Co.
AIZ / Assurant, Inc.
OLP / One Liberty Properties, Inc.
NVT / nVent Electric plc
BANR / Banner Corporation
ACB / Aurora Cannabis Inc.
FTRE / Fortrea Holdings Inc.
ECL / Ecolab Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
LMND / Lemonade, Inc.
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
URBN / Urban Outfitters, Inc.
QAT / iShares Trust - iShares MSCI Qatar ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
CGO / Calamos Global Total Return Fund
KTB / Kontoor Brands, Inc.
HMST / HomeStreet, Inc.
TT / Trane Technologies plc
DTE / DTE Energy Company
AMLP / ALPS ETF Trust - Alerian MLP ETF
KTOS / Kratos Defense & Security Solutions, Inc.
LOW / Lowe's Companies, Inc.
CLX / The Clorox Company
ALE / ALLETE, Inc.
CLF / Cleveland-Cliffs Inc.
STR / Sitio Royalties Corp.
MANU / Manchester United plc
BMED / BlackRock ETF Trust - iShares Health Innovation Active ETF
EVV / Eaton Vance Limited Duration Income Fund
SUSL / iShares Trust - iShares ESG MSCI USA Leaders ETF
PFGC / Performance Food Group Company
PLXS / Plexus Corp.
ACWI / iShares Trust - iShares MSCI ACWI ETF
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
DOW / Dow Inc.
PCN / PIMCO Corporate & Income Strategy Fund
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
EWW / iShares, Inc. - iShares MSCI Mexico ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
SSNT / SilverSun Technologies, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
COR / Cencora, Inc.
HLT / Hilton Worldwide Holdings Inc.
THS / TreeHouse Foods, Inc.
IP / International Paper Company
KOS / Kosmos Energy Ltd.
CVS / CVS Health Corporation
MHO / M/I Homes, Inc.
YUMC / Yum China Holdings, Inc.
S64 / Spirit Airlines Inc
CRON / Cronos Group Inc.
IYK / iShares Trust - iShares U.S. Consumer Staples ETF
UA / Under Armour, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
OKTA / Okta, Inc.
ALTR / Altair Engineering Inc.
PSA / Public Storage
FN / Fabrinet
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
FERG / Ferguson Enterprises Inc.
DFH / Dream Finders Homes, Inc.
REM / iShares Trust - iShares Mortgage Real Estate ETF
THQ / Abrdn Healthcare Opportunities Fund
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
SM / SM Energy Company
MCK / McKesson Corporation
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
MDLZ / Mondelez International, Inc.
UAVS / AgEagle Aerial Systems, Inc.
SOLO / Electrameccanica Vehicles Corp.
AMRC / Ameresco, Inc.
VAC / Marriott Vacations Worldwide Corporation
INCY / Incyte Corporation
FNF / Fidelity National Financial, Inc.
GLPI / Gaming and Leisure Properties, Inc.
JEF / Jefferies Financial Group Inc.
HCC / Warrior Met Coal, Inc.
CHD / Church & Dwight Co., Inc.
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
BA / The Boeing Company
CPRT / Copart, Inc.
NNN / NNN REIT, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
PK / Park Hotels & Resorts Inc.
CWCO / Consolidated Water Co. Ltd.
SNOW / Snowflake Inc.
DOCN / DigitalOcean Holdings, Inc.
WEX / WEX Inc.
EXR / Extra Space Storage Inc.
KEY / KeyCorp
TRV / The Travelers Companies, Inc.
LITE / Lumentum Holdings Inc.
FRA / BlackRock Floating Rate Income Strategies Fund, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
CWH / Camping World Holdings, Inc.
ECH / iShares, Inc. - iShares MSCI Chile ETF
TEX / Terex Corporation
MYE / Myers Industries, Inc.
PDO / Pimco Dynamic Income Opportunities Fund
CL / Colgate-Palmolive Company
WISH / ContextLogic Inc.
CAPR / Capricor Therapeutics, Inc.
ASTS / AST SpaceMobile, Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
EVLV / Evolv Technologies Holdings, Inc.
ALLO / Allogene Therapeutics, Inc.
ADP / Automatic Data Processing, Inc.
ITW / Illinois Tool Works Inc.
NVG / Nuveen AMT-Free Municipal Credit Income Fund
BMO / Bank of Montreal
MTDR / Matador Resources Company
ALB / Albemarle Corporation
FCX / Freeport-McMoRan Inc.
GLD / SPDR Gold Trust
CRBU / Caribou Biosciences, Inc.
KDP / Keurig Dr Pepper Inc.
MMS / Maximus, Inc.
OC / Owens Corning
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
ONVO / Organovo Holdings, Inc.
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF
ELS / Equity LifeStyle Properties, Inc.
NFLX / Netflix, Inc.
IBM / International Business Machines Corporation
INTC / Intel Corporation
NEE / NextEra Energy, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
AMP / Ameriprise Financial, Inc.
DHR / Danaher Corporation
CASY / Casey's General Stores, Inc.
OSK / Oshkosh Corporation
ABT / Abbott Laboratories
FIS / Fidelity National Information Services, Inc.
RTX / RTX Corporation
ORCL / Oracle Corporation
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
HD / The Home Depot, Inc.
GD / General Dynamics Corporation
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
AEP / American Electric Power Company, Inc.
CVX / Chevron Corporation
CAT / Caterpillar Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
MMC / Marsh & McLennan Companies, Inc.
DOCU / DocuSign, Inc.
WING / Wingstop Inc.
WPC / W. P. Carey Inc.
PENN / PENN Entertainment, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
AMZN / Amazon.com, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
COST / Costco Wholesale Corporation
PNC / The PNC Financial Services Group, Inc.
RCL / Royal Caribbean Cruises Ltd.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
PM / Philip Morris International Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
BTG / B2Gold Corp.
LMT / Lockheed Martin Corporation
IGEB / iShares Trust - iShares Investment Grade Systematic Bond ETF
MCD / McDonald's Corporation
KO / The Coca-Cola Company
HBAN / Huntington Bancshares Incorporated
JPM / JPMorgan Chase & Co.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
GOOGL / Alphabet Inc.
MDT / Medtronic plc
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
QCOM / QUALCOMM Incorporated
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
PH / Parker-Hannifin Corporation
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
MO / Altria Group, Inc.
C / Citigroup Inc.
AJG / Arthur J. Gallagher & Co.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
JNJ / Johnson & Johnson
FCOR / Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF
MET / MetLife, Inc.
V / Visa Inc.
PANW / Palo Alto Networks, Inc.
CDNS / Cadence Design Systems, Inc.
BK / The Bank of New York Mellon Corporation
FTNT / Fortinet, Inc.
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
VZ / Verizon Communications Inc.
UNH / UnitedHealth Group Incorporated
CSCO / Cisco Systems, Inc.
CMCSA / Comcast Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
CSX / CSX Corporation
XOM / Exxon Mobil Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
PLD / Prologis, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
TXN / Texas Instruments Incorporated
PEG / Public Service Enterprise Group Incorporated
FBCG / Fidelity Covington Trust - Fidelity Blue Chip Growth ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
KMI / Kinder Morgan, Inc.
NIC / Nicolet Bankshares, Inc.
ELF / e.l.f. Beauty, Inc.
RCM / R1 RCM Inc.
PHT / Pioneer High Income Fund, Inc.
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
SJM / The J. M. Smucker Company
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
INTU / Intuit Inc.
GILD / Gilead Sciences, Inc.
CP / Canadian Pacific Kansas City Limited
BAX / Baxter International Inc.
TGNA / TEGNA Inc.
AM / Antero Midstream Corporation
JHG / Janus Henderson Group plc
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
PRDO / Perdoceo Education Corporation
PUBM / PubMatic, Inc.
KRT / Karat Packaging Inc.
PFE / Pfizer Inc.
CGMU / Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF
MSFT / Microsoft Corporation
KMB / Kimberly-Clark Corporation
MANH / Manhattan Associates, Inc.
HIG / The Hartford Insurance Group, Inc.
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
IBDY / iShares Trust - iShares iBonds Dec 2033 Term Corporate ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
WEC / WEC Energy Group, Inc.
BRK.B / Berkshire Hathaway Inc.
SO / The Southern Company
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
WFC / Wells Fargo & Company
AVGO / Broadcom Inc.
AMD / Advanced Micro Devices, Inc.
SGMO / Sangamo Therapeutics, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
AAPL / Apple Inc.
NYCB / Flagstar Financial, Inc.
EME / EMCOR Group, Inc.
AXON / Axon Enterprise, Inc.
USB / U.S. Bancorp
K / Kellanova
EMN / Eastman Chemical Company
JCI / Johnson Controls International plc
IBB / iShares Trust - iShares Biotechnology ETF
UBER / Uber Technologies, Inc.
AXP / American Express Company
BB / BlackBerry Limited
SSNC / SS&C Technologies Holdings, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
J / Jacobs Solutions Inc.
DNMR / Danimer Scientific, Inc.
NEA / Nuveen AMT-Free Quality Municipal Income Fund
ACN / Accenture plc
MMM / 3M Company
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
DOC / Healthpeak Properties, Inc.
GOOG / Alphabet Inc.
HON / Honeywell International Inc.
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
EMR / Emerson Electric Co.
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
HSY / The Hershey Company
PRU / Prudential Financial, Inc.
C.WSA / Citigroup, Inc.
VRT / Vertiv Holdings Co
IBDX / iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF
NLOP / Net Lease Office Properties
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
TSLA / Tesla, Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
DE / Deere & Company
F / Ford Motor Company
BDX / Becton, Dickinson and Company
ANET / Arista Networks Inc
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
WMT / Walmart Inc.
SYK / Stryker Corporation
TMUS / T-Mobile US, Inc.
FLTB / Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF
FFLG / Fidelity Covington Trust - Fidelity Fundamental Large Cap Growth ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
PHM / PulteGroup, Inc.
SNPS / Synopsys, Inc.
SPY / SPDR S&P 500 ETF
PG / The Procter & Gamble Company
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
BAC / Bank of America Corporation
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
RSG / Republic Services, Inc.
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
BFC / Bank First Corporation
META / Meta Platforms, Inc.
CTAS / Cintas Corporation
RBLX / Roblox Corporation
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF
MCO / Moody's Corporation
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
TJX / The TJX Companies, Inc.
FITB / Fifth Third Bancorp
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
DOW / Dow Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
T / AT&T Inc.
MRK / Merck & Co., Inc.
CGMS / Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF
LAMR / Lamar Advertising Company
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
CRM / Salesforce, Inc.
AMAT / Applied Materials, Inc.
CGXU / Capital Group International Focus Equity ETF
COP / ConocoPhillips
ABBV / AbbVie Inc.
CCI / Crown Castle Inc.
ACA / Arcosa, Inc.