Held by only one member
The 1,854 securities that appear on exactly one member's latest annual report.
Securities that appear on exactly one member's latest annual report, counted the same way as Most held: by printed ticker, once per member, leaving out rows valued “None” and reports that are scanned images. Reports collected from the House Clerk on October 12, 2026. Each row links to the page of the filing it came from.
Sorted by the lower bound of the disclosed value band, largest band first, then by ticker.
- GSDUX Goldman Sachs Short Duration Tax Free Fund Institutional SharesDaniel S. Goldman NY-10
- TMLCX SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class FJefferson Shreve IN-6
- VTCLX Vanguard Tax-Managed Capital Appreciation Fund Admiral SharesJay Obernolte CA-23
- VTMSX Vanguard Tax Managed Small Cap Fund Admiral ClJay Obernolte CA-23
- AWEIX CIBC Atlas Disciplined Equity Fund Institutional ClassScott H. Peters CA-50
- AWMIX CIBC Atlas Mid Cap Equity Fund Institutional ClassScott H. Peters CA-50
- AWWIX CIBC Atlas International Growth Fund - InstitutionalScott H. Peters CA-50
- CELFX Cliffwater Enhanced Lending Fund Class ISuzan K. DelBene WA-1
- CFR Cullen/Frost Bankers, Inc. Common StockCraig A. Goldman TX-12
- CPEFX Cascade Private Capital FundSuzan K. DelBene WA-1
- EHSTX Eaton Vance Large-Cap Value Fund Class A
- ETHA iShares Ethereum Trust ETFShri Thanedar MI-13
- FIVUX Macquarie Opportunity Fund InstitutionalJefferson Shreve IN-6
- FRIAX Franklin Income Fund Advisor ClassKathy Castor FL-14
- FVCAX Franklin California High Yield Muni Fd Advisor ClassKathy Castor FL-14
- FXIFX Fidelity Freedom Index 2030 Fund - Investor ClassLizzie Fletcher TX-7
- GGIPX Goldman Sachs GQG Partners International Opportunities Fund Class P SharesDaniel S. Goldman NY-10
- LALDX Lord Abbett Investment Trust Short Duration Income Fd Cl AJefferson Shreve IN-6
- LINIX BlackRock LifePath Index 2030 Port Insti ShsKelly Morrison MN-3
- PGBOX JPMorgan Core Bond AJefferson Shreve IN-6
- PZA Invesco National AMT-Free Municipal Bond ETFoBill Foster IL-11
- RBEDX American Funds 2025 Target Date - Class R2ERobert F. Onder, Jr. MO-3
- SCAXX Schwab California Municipal Money Fund Ultra SharesScott H. Peters CA-50
- SCOXX Schwab Treasury Obligations Money Fund Ultra SharesScott H. Peters CA-50
- SEITX SEI International Equity Fund Class FJefferson Shreve IN-6
- SFNC Simmons First National CorporationJ. French Hill AR-2
- SIEMX SEI International Trust Emerging Markets Equity Fund Class FJefferson Shreve IN-6
- STMSX SEI Tax-Managed Small/Mid Cap Fund Class FJefferson Shreve IN-6
- TEMFX Templeton Foreign Fund Class AJefferson Shreve IN-6
- TOIXX Federated Treasury Obligations Fund -
- VASVX Vanguard Whitehall Funds, Selected Value FundLloyd Doggett TX-37
- VFWSX Vanguard FTSE All-World ex-US Index Fund Insti ShsSuzan K. DelBene WA-1
- VMSXX Vanguard Municipal Money Market FundKathy Castor FL-14
- VWALX Vanguard High-Yield Tax-Exempt Fund Admiral SharesKathy Castor FL-14
- ABCIX American Beacon The London Company Income Equity Fund Institutional ClassPete Sessions TX-17
- BVALX Brown Advisory - Beutel Goodman Large-Cap Value Fund - Institutional SharesLloyd Doggett TX-37
- BWIN The Baldwin Insurance Group, Inc. - Class A Common StockScott Franklin FL-18
- FBAKX Fidelity Balanced Fund Class KMaxine Dexter OR-3
- FFFFX Fidelity Freedom 2040Mike Levin CA-49
- FSHAX Nuveen Short Tax Free Fund Class APat Fallon TX-4
- FSIXX Fidelity Institutional Money Market Funds: Treasury Only Pt Cl ISusie Lee NV-3
- IBKR Interactive Brokers Group, Inc.Nancy Pelosi CA-11
- ITM VanEck ETF Trust VanEck Intermediate Muni ETFBill Foster IL-11
- LDLTX Lord Abbett Short Duration Income Class R5Kathy Castor FL-14
- MLAAX MainStay Large Cap Growth Fund Class A
- MSUXX Morgan Stanley Insti Liq Fds, Treasury Sec Ptf Insti ClLois Frankel FL-22
- NEAR iShares Short Duration Bond Active ETF
- NHMRX Nuveen High Yield Municipal Bd Fd Class IJohn Joyce PA-13
- PEIYX Putnam Large Cap Value Fund Class YMike Haridopolos FL-8
- PHTNX Principal Funds, Inc. Principal LifeTime Hybrid 2030 Fund, Institutional ClassLaura Gillen NY-4
- PICYX Pioneer Bond Fund CLASS YMike Haridopolos FL-8
- PRGFX T. Rowe Price Growth Stock FdMike Kelly PA-16
- REBAX Columbia Emerging Markets Bond Fund Class AJefferson Shreve IN-6
- RPEAX Davis Opportunity Fund Class ADebbie Dingell MI-6
- SEQUX Sequoia FundKatherine M. Clark MA-5
- TGVIX Thornburg International Value Fund Class I
- TRRJX T. Rowe Price Retirement 2035 FundScott Perry PA-10
- VBIPX Vanguard Short-Term Bond Index Fd Instl PlusSuzan K. DelBene WA-1
- VCADX Vanguard California Intermediate-Term Tax-Exempt Fd Admiral ShJudy Chu CA-28
- VTSNX Vanguard Total International Stock Index Fund Institutional SharesMary Gay Scanlon PA-5
- VWUAX Vanguard U.S. Growth Fund Admiral SharesLloyd Doggett TX-37
- AALTX American Fds 2050 Target Date Retirement Fd Cl A
- AKRIX Akre Focus - InstitutionalLloyd Doggett TX-37
- ARTIX Artisan International Fund Inv ShsMike Kelly PA-16
- BEEX The Beehive ETFThomas H. Kean, Jr. NJ-7
- BIGIX Wm. Blair Funds International Growth Fund Cl IAnn Wagner MO-2
- BITEX Brown Advisory Tax-Exempt Sustainable Bond Fund Investor SharesLloyd Doggett TX-37
- CMPO CompoSecure, Inc. - Class A Common StockBrad Knott NC-13
- CZMVX Multi-Manager Value Strategies Fund Class ISuzanne Bonamici OR-1
- DBX Dropbox, Inc. - Class ANancy Pelosi CA-11
- DFAX Dimensional World ex U.S. Core Equity 2 ETF
- DFUSX DFA US Large Company PortfolioDerek Tran CA-45
- DMCRX Driehaus Micro Cap Growth FundLloyd Doggett TX-37
- EGMSX Eaton Vance Global Macro Absolute Return - Class R6Mike Kelly PA-16
- EKJYX Allspring Premier Large Company Growth Fund Insti ClassKelly Morrison MN-3
- EVERX Bow River Capital Evergreen Fund Class IAnn Wagner MO-2
- FDSVX Fidelity Growth Discovery FundDonald S. Beyer, Jr. VA-8
- FHARX Fidelity Freedom Blend 2040 FundMike Levin CA-49
- FIHFX Fidelity Freedom Index 2035 Fund - Investor ClassRaul Ruiz CA-25
- FLL Full House Resorts, Inc. - Common StockSusie Lee NV-3
- FLMVX JPMorgan Mid Cap Value Fund Class LAnn Wagner MO-2
- FSAKX Strategic Advisers U.S. Total Stock FundMark B. Messmer IN-8
- FSNZX Fidelity Freedom 2045 Fund: Class KTimothy M. Kennedy NY-26
- GAL SPDR SSgA Global Allocation ETFBradley Scott Schneider IL-10
- GARP iShares MSCI USA Quality GARP ETFKevin Hern OK-1
- GARUX Goldman Sachs Absolute Return Tracker Fund Class R6Mike Kelly PA-16
- GDV Gabelli Dividend & Income Trust Common Shares of Beneficial InterestDebbie Dingell MI-6
- GFAFX The Growth Fund of America Class F-1 SharesSean Casten IL-6
- GOFXX Federated Hermes Government Obligations Fund Premier SharesMaggie Goodlander NH-2
- GOSXX Federated Hermes Government Obligations Fund Svc SharesSteve Cohen TN-9
- ICSCX William Blair Small Cap Value Fund Class IAnn Wagner MO-2
- IFVCX Fidelity VIP Contrafund 2
- IICIX Voya Intermediate Bond Fund Class ILloyd Doggett TX-37
- LSIIX Loomis Sayles Funds - Investment Grade Bond Fund Class YMike Haridopolos FL-8
- MIPIX Matthews Asia Dividend Fund Insti ClassSuzan K. DelBene WA-1
- MLPAX Invesco SteelPath MLP Alpha Fund Class APat Fallon TX-4
- MQIFX Mutual Quest Fund Class ZDebbie Dingell MI-6
- OANBX Oakmark Equity and Income Fund Institutional ClassJimmy Patronis FL-1
- PTLAX PIMCO Fds Low Duration Fd Cl AJefferson Shreve IN-6
- QGRPX UBS US Quality Growth At Reasonable Price Fund Class PPete Sessions TX-17
- RETSX Tax-Managed U.S. Large Cap Fund Class SMary Gay Scanlon PA-5
- RFFTX American Funds 2035 Target Date Retirement Fd Cl R-6Jake Ellzey TX-6
- RHLD Resolute Holdings Management - Common StockBrad Knott NC-13
- RLVSX Tax-Exempt Bond Fund Class SMary Gay Scanlon PA-5
- SEBLX Touchstone Balanced Fund Class A
- SPHR Sphere Entertainment Co. Class A
- SRRIX Stone Ridge Reinsurance Risk Premium Interval FundAnn Wagner MO-2
- STRMX Sterling Capital Mid Value Fund Class R6
- SWGXX Schwab Government Money Fund - Sweep SharesVirginia Foxx NC-5
- TCNNF TRULIEVE CANNABIS CORPGreg Stanton AZ-4
- THMEX CCT Thematic Equity FundDonald S. Beyer, Jr. VA-8
- TTOXX Federated Hermes Trust for U.S. Treasury Obligations IS Shares
- TZA Direxion Small Cap Bear 3X SharesTim Moore NC-14
- VCMIX Versus Capital Multi-Manager Real Estate Income Fund LLC Class I SharesAnn Wagner MO-2
- VDIPX Vanguard Developed Markets Index Institutional PlusGrace Meng NY-6
- VOTE TCW Transform 500 ETFZoe Lofgren CA-18
- VSMPX Vanguard Total Stock Market Index Fund Institutional Plus SharesMaxine Dexter OR-3
- VXPXX JPMorgan Tax Free MM Fund - Premier SharesJ. French Hill AR-2
- AAFTX American Fds 2035 Target Date Retirement Fd Cl AMichelle Fischbach MN-7
- ABB ABB LtdKevin Hern OK-1
- ADAXX Invesco Government Money Market Fund Class APat Fallon TX-4
- AESI Atlas Energy Solutions Inc. Common StockChip Roy TX-21
- APHFX Artisan High Income Fund - Institutional SharesLloyd Doggett TX-37
- ARAIX Ariel Fund Instl ClJake Auchincloss MA-4
- ASTH Astrana Health Inc. - Common StockJudy Chu CA-28
- BACRP Bank of America Corp 7% Cumulative Redeemable Preferred StockLaurel M. Lee FL-15
- BAICX BlackRock Funds II, BlackRock Multi-Asset Income Ptf Investor A
- BASV Brown Advisory Sustainable Value ETFLloyd Doggett TX-37
- BBUS JPMorgan BetaBuilders U.S. Equity ETFJoe Courtney CT-2
- BSOL Bitwise Solana Staking ETFTim Moore NC-14
- BTMKX iShares MSCI EAFE International Index Fund - Class KJimmy Patronis FL-1
- BTZ BlackRock Credit Allocation Income TrustLaurel M. Lee FL-15
- CBEJX Allspring C&B Large Cap Value Fund-R6
- CDJAX American Funds College 2039 Fund Class 529-ABrad Knott NC-13
- CGMU Capital Group Municipal Income ETFSteve Cohen TN-9
- CPCTX Counterpoint Tactical Income Fund Class CPete Sessions TX-17
- CTRZX Multi-Manager Total Return Bond Strategies Fund Class ISuzanne Bonamici OR-1
- CZMSX Multi-Manager Small Cap Equity Strategies Fund Class ISuzanne Bonamici OR-1
- DBLSX DoubleLine Low Duration Bond Fund Class I
- DFGFX DFA Two-Year Global Fixed Income PortfolioDiana DeGette CO-1
- DFGX Dimensional Global ex US Core Fixed Income ETF
- DFSIX DFA U.S. Sustainability Core I PtfPramila Jayapal WA-7
- DFUEX DFA U.S. Social Core Equity 2 PortfolioPramila Jayapal WA-7
- DIVO Amplify CWP Enhanced Dividend Income ETFKathy Castor FL-14
- DUSA Davis Select U.S. Equity ETFDebbie Dingell MI-6
- EAGL Eagle Capital Select Equity ETFLloyd Doggett TX-37
- EMGNX Allspring Emerging Markets Equity Fund Institutional ClassSuzanne Bonamici OR-1
- EUSB iShares ESG Advanced Universal USD Bond ETFSusie Lee NV-3
- EWS iShares MSCI Singapore ETF
- FCNKX Fidelity Contra Fund Class KJosh Riley NY-19
- FFFEX Fidelity Freedom 2030 FundKatherine M. Clark MA-5
- FGIPX Macquarie Growth and Income Fund InstitutionalDerek Schmidt KS-2
- FGTIX Franklin Templeton Growth Target Fund Class ASuzanne Bonamici OR-1
- FHAPX Fidelity Freedom Blend 2050 FundGabe Evans CO-8
- FHYVX Franklin High Yield Tax-Free Income Fund Advisor ClassKathy Castor FL-14
- FILFX Strategic Advisers International FundMark B. Messmer IN-8
- FLEX Flex Ltd. - Ordinary Shares
- FMAO Farmers & Merchants Bancorp, Inc.Robert E. Latta OH-5
- FMILX Fidelity New Millennium FundMark Pocan WI-2
- FMUAX Federated Hermes Muni and Stock Advantage Fund APatrick Ryan NY-18
- FNDNX Fidelity Global Fund Series T5 FE
- FOF Cohen & Steers Closed-End Opportunity Fund, Inc.Debbie Dingell MI-6
- FTBXL Fifth Third Bancorp Depositary Share representing 1/25th Preferred Series HJohn Joyce PA-13
- FTHRX Fidelity Intermediate Bond FundMark Pocan WI-2
- FV First Trust Dorsey Wright Focus 5 ETFDebbie Dingell MI-6
- FVD First Trust VL DividendJ. French Hill AR-2
- FWMIX Washington Mutual Investors Fund - Class F-3
- FWONK Liberty Media Corporation - Series C Liberty Formula One
- FYT First Trust Small Cap Value AlphaDEX FundJ. French Hill AR-2
- FZCXX Fidelity Government Money Market Fund: Premium ClassMax L. Miller OH-7
- GERIX Goldman Sachs Emerging Mkts Equity Insight Fd InstAnn Wagner MO-2
- HGOIX The Hartford Growth Opportunities Fund Class IJulia Brownley CA-26
- IBTI iShares iBonds Dec 2028 Term Treasury ETFRick W. Allen GA-12
- IGIB iShares 5-10 Year Investment Grade Corporate Bond ETFMadeleine Dean PA-4
- IVOO Vanguard S&P Mid-Cap 400 ETFLisa C. McClain MI-9
- JAENX Janus Henderson Enterprise Fund - T SharesSean Casten IL-6
- KNSL Kinsale Capital Group, Inc.Tony Wied WI-8
- LANSX Lord Abbett Tax-Free Income Fund National Series Cl APat Fallon TX-4
- LB LandBridge Company LLC Class A Shares Representing Limited Liability Company Interests
- LCTU iShares U.S. Carbon Transition Readiness Aware Active ETFSusie Lee NV-3
- LIKKX BlackRock LifePath Index 2040 Port Cl K ShsRaja Krishnamoorthi IL-8
- LIVIX BlackRock LifePath Index 2055 Port Insti ShsMatt Van Epps TN-7
- LPLA LPL Financial Holdings Inc.
- LSYIX Lord Abbett Short Duration High Yield Fund Class IScott Franklin FL-18
- MACEX Martin Currie Emerging Markets Fund Class APete Sessions TX-17
- MAEGX BlackRock Unconstrained Equity Fund - Institutional SharesDale W. Strong AL-5
- MAIIX iShares MSCI EAFE International Index Fund - InstitutionalCarol D. Miller WV-1
- MDFGX BlackRock Capital Appreciation Fund Inc. Investor ADebbie Dingell MI-6
- MDISX Mutual Global Discovery Fund Class ZKathy Castor FL-14
- MOFXX Federated Hermes Municipal Obligations Fund Wealth SharesMary Gay Scanlon PA-5
- MRBIX MFS Total Return Bond Fund Class IJulia Brownley CA-26
- MSTR MicroStrategy Incorporated - Class A
- MWCIX Metropolitan West Unconstrained Bond Fd Cl I ShsLloyd Doggett TX-37
- NEAIX Needham Aggressive Growth Fund - Institutional ClassDale W. Strong AL-5
- NICSX Nicholas FdDebbie Dingell MI-6
- NUVBX Nuveen Intermediate Duration Municipal Bond Fund Class RLloyd Doggett TX-37
- NWXVX Nationwide International Small Cap Fund Institutional Service ClassMax L. Miller OH-7
- OACP OneAscent Core Plus Bond ETFGary J. Palmer AL-6
- OANEX Oakmark International Small Cap Fund Institutional ClassAnn Wagner MO-2
- OARDX Invesco Rising Dividends Fund Class A
- ODVIX Invesco Developing Markets Fund Class R6
- OMBXX Invesco U.S. Government Money Portfolio Class YPat Fallon TX-4
- OPOCX Invesco Discovery Fund Class AKelly Morrison MN-3
- OUSA ALPS O'Shares U.S. Quality Dividend ETFDebbie Dingell MI-6
- PACW PacWest Bancorp
- PBT Permian Basin Royalty Trust Common Stock
- PCH PotlatchDeltic CorporationJ. French Hill AR-2
- PIGFX Victory Pioneer Fundamental Growth Fund Class AKweisi Mfume MD-7
- PJFZX PGIM Jennison Growth Fund Class ZSuzanne Bonamici OR-1
- PMFJX Principal Fds, Inc.MidCap S&P 400 Index Fd J ClKelly Morrison MN-3
- PMSIX Principal Fds, Inc. Core Plus Bond Fund, InstitutionalKelly Morrison MN-3
- PRF Invesco FTSE RAFI US 1000 ETFSean Casten IL-6
- QCEQRX CREF Equity Index Account - R1Brad Finstad MN-1
- QCGRRX CREF Growth Account - R1Brad Finstad MN-1
- RAFGX AMCAP Fund, Class R-6 SharesJimmy Patronis FL-1
- RALAX Aggressive Strategy Fund Class AGreg Stanton AZ-4
- RFETX American Funds 2030 Target Date Retirement Fd Cl R-6Glenn Ivey MD-4
- RPIFX T. Rowe Price Institutional Floating Rate Fund
- RTHSX Tax-Exempt High Yield Bond Fund Class SMary Gay Scanlon PA-5
- RTNSX Tax-Managed International Equity Fund Class SMary Gay Scanlon PA-5
- RVTY Revvity, Inc.
- RYAM Rayonier Advanced Materials Inc.Aaron Bean FL-4
- SGRAX Allspring Growth Fund Class A
- SMGIX Columbia Contrarian Core Fund Class ISuzanne Bonamici OR-1
- SNV Synovus Financial Corp.W. Gregory Steube FL-17
- SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETFJake Auchincloss MA-4
- SSBSX State Street Target Retirement 2025 Fund Class KMark B. Messmer IN-8
- SSNC SS&C Technologies Holdings, Inc.
- SUSA iShares MSCI USA ESG Select ETFJake Auchincloss MA-4
- SUSIX State Street Institutional U.S. Equity FundBill Huizenga MI-4
- SWKXX Schwab California Municipal Money Fund - Investor SharesScott H. Peters CA-50
- TAKNX Carlyle Tactical Private Credit Fund NAnn Wagner MO-2
- TCPTX Transamerica ClearTrack 2045 Class R1James Gallagher CA-1
- TLXIX Nuveen Lifecycle Index 2045 Fund R6Byron Donalds FL-19
- TSNAX Touchstone Sands Capital Select Growth Fund Class A
- TSRMX Touchstone Sands Capital Emerging Markets Growth Fund Class R6
- TWCGX American Century Growth Investor ClassBradley Scott Schneider IL-10
- TWGIX American Century Growth Fund - I ClassRalph Norman SC-5
- UPST Upstart Holdings, Inc. - Common stockTony Wied WI-8
- USPRX Victory 500 Index Fund Reward SharesMatt Van Epps TN-7
- VARBX First Trust Merger Arbitrage Fund - Class IMike Kelly PA-16
- VBILX Vanguard Intermediate-Term Bond Index Fund Admiral SharesKelly Morrison MN-3
- VBIMX Vanguard Intermediate-Term Bond Index Fund Institutional SharesMaxine Dexter OR-3
- VCDAX Vanguard Consumer Discretionary Index Fund Admiral ShsDonald S. Beyer, Jr. VA-8
- VCRIX NYLI CBRE Global Infrastructure Fund Class IMax L. Miller OH-7
- VCSAX Vanguard Consumer Staples Index Fd Admiral ShsDonald S. Beyer, Jr. VA-8
- VGCAX Vanguard Global Credit Bond Fund Admiral SharesGregory F. Murphy NC-3
- VKSIX Virtus KAR Small-Mid Cap Core Fund Class IPete Sessions TX-17
- VRNIX Vanguard Russell 1000 Index Fd Insti ClJosh Gottheimer NJ-5
- VSCRX Virtus KAR Small-Cap Core Fund R6Kelly Morrison MN-3
- VSEQX Vanguard Strategic Equity FundBryan Steil WI-1
- VTES Vanguard Wellington Fund Vanguard Short-Term Tax Exempt Bond ETFSteve Cohen TN-9
- VVSVX Venerable US Large Cap Strategic Equity Fund Class V
- VWAHX Vanguard High-Yield Tax-Exempt FundTom Cole OK-4
- VWELX Vanguard Wellington Income FundMary Gay Scanlon PA-5
- VWETX Vanguard Long-Term Investment Grade Fund Admiral ShrsLloyd Doggett TX-37
- WBI WaterBridge Infrastructure LLC Class A Shares Representing Limited Liability Company Interests
- WCEAX Macquarie Core Equity Fund ADerek Schmidt KS-2
- WSTAX Macquarie Science and Technology Fund ADerek Schmidt KS-2
- XLG Invesco S&P 500 Top 50 ETFSuzanne Bonamici OR-1
- ABX Barrick Gold CorporationSteve Cohen TN-9
- ACWX iShares MSCI ACWI ex U.S. ETFZoe Lofgren CA-18
- AEE Ameren Corporation Common StockRobert F. Onder, Jr. MO-3
- AFIFX Fundamental Investors, Class F-1 SharesPete Sessions TX-17
- AIO Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund Common SharesKevin Hern OK-1
- APDGX Artisan Global Value Fund Advisor SharesDavid J. Taylor OH-2
- APG APi Group Corporation Common Stock
- APPL Appell Pete CorpDavid J. Taylor OH-2
- ARGFX Ariel Fund Investor Cl
- BAFLX Brown Advisory Global Leaders Fund - Institutional SharesSeth Moulton MA-6
- BASVX Brown Advisory Sustainable Value Fund - Institutional SharesSeth Moulton MA-6
- BCOIX Baird Core Plus Bond Fund Institutional ClassCliff Bentz OR-2
- BEGRX Mutual Beacon Fd Cl ZDebbie Dingell MI-6
- BIBL Inspire 100 ETFW. Gregory Steube FL-17
- BLES Inspire Global Hope ETFW. Gregory Steube FL-17
- BRK.A Berkshire Hathaway Inc.Thomas H. Kean, Jr. NJ-7
- BTEIX Brown Advisory Tax-Exempt Bond Fund - Institutional SharesSeth Moulton MA-6
- BTMFX Boston Trust Midcap FundBecca Balint VT
- BWXT BWX Technologies, Inc.Pete Sessions TX-17
- CGW Invesco S&P Global Water Index ETFDave Min CA-47
- CLOA iShares AAA CLO Active ETF
- CR Crane Co.Kevin Hern OK-1
- CRCL Circle Internet Group, Inc. Class A Common StockJosh Gottheimer NJ-5
- DAY Dayforce, Inc. Common Stock
- DFISX DFA International Small Company PortfolioDiana DeGette CO-1
- DFQTX DFA U.S. Core Equity 2 PortfolioPete Sessions TX-17
- DGFAX Davis Global Fund Class ADebbie Dingell MI-6
- DISV Dimensional ETF Trust Dimensional International Small Cap Value ETFPramila Jayapal WA-7
- DOXGX Dodge & Cox Stock Fund - Class XPatrick Ryan NY-18
- EGRSX Eaton Vance Global Macro Absolute Return Advantage - Class R6
- EIBLX Eaton Vance Floating Rate Fund Insti ShareJulia Brownley CA-26
- FATRX Frost Total Return Bond Fund Investor Class SharesJake Ellzey TX-6
- FCWGX Capital World Growth and Income Fund - Class 529-F-2Jake Auchincloss MA-4
- FDLS Northern Lights Fund Trust IV Inspire Fidelis Multi Factor ETFW. Gregory Steube FL-17
- FDM First Trust DJ Select MicroCap ETFJ. French Hill AR-2
- FFOPX Fidelity Freedom Index 2050 Fund - Institutional Premium ClassSeth Magaziner RI-2
- FFXFX American Funds Fundamental Investors - Class 529-F-2Jake Auchincloss MA-4
- FGINX Macquarie Growth and Income Fund ADavid Schweikert AZ-1
- FHJDX Fidelity Freedom Blend 2035 Fund Class K6Mike Kennedy UT-3
- FHN First Horizon Corporation Common StockSteve Cohen TN-9
- FIQIX Fidelity Advisor International Small Cap Fund - Class ZWilliam R. Keating MA-9
- FIWEX Fidelity Advisor Municipal Income Fund: Class ZLizzie Fletcher TX-7
- FJRLX Fidelity Limited Term Bond FundMark Pocan WI-2
- FKIDX Fidelity Diversified International K6 FundMaxine Dexter OR-3
- FLTRX Nuveen Flagship Limited Term Municipal Bond Fd Cl R ShsSuzanne Bonamici OR-1
- FMAGX Fidelity MagellanSuhas Subramanyam VA-10
- FNEEX The New Economy Fund - Class 529-F-2Jake Auchincloss MA-4
- FNK First Trust Mid Cap Value AlphaDEX FundJ. French Hill AR-2
- FPCIX Strategic Advisers Core Income FundMark B. Messmer IN-8
- FRDPX Franklin Managed Trust Rising Dividends Fund Cl A
- FROPX Flat Rock Opportunity Fund
- FSAGX Fidelity Select Gold PtWarren Davidson OH-8
- FSAMX Fidelity Strategic Advisors Emerging Markets FundMark B. Messmer IN-8
- FSBTX Short-Term Bond Fund of America - Class F-3Steve Cohen TN-9
- FSUTX Fidelity Select Utilities Growth PortfolioSam T. Liccardo CA-16
- FTEXX Fidelity Municipal Money Market FundSuzan K. DelBene WA-1
- FTHFX FullerThaler Behavioral Small-Cap Equity Fund R6 SharesKelly Morrison MN-3
- FTZIX FullerThaler Behavioral Unconstrained Equity Fund Institutional Shares
- FWMMX Washington Mutual Investors Fund - Class 529-F-2Jake Auchincloss MA-4
- GAFNX Virtus AlphaSimplex Global Alternatives Fund Class R6
- GIL Gildan Activewear, Inc. Class A Sub. Vot.
- GOF Guggenheim Strategic Opportunities Fund Common Shares of Beneficial InterestNellie Pou NJ-9
- GPIQ Goldman Sachs Nasdaq-100 Premium Income ETFEugene Simon Vindman VA-7
- GPIX Goldman Sachs S&P 500 Premium Income ETFEugene Simon Vindman VA-7
- GPN Global Payments Inc. Common StockRick W. Allen GA-12
- GSITX Goldman Sachs Small Cap Value Insights Fund Inst ClMax L. Miller OH-7
- GSSIX Goldman Sachs Small Cap Value Fund Institutional SharesKelly Morrison MN-3
- GTAIX Donoghue Forlines Tactical Allocation Fund Class IJohn Joyce PA-13
- GTEYX Gateway Fund Class YKelly Morrison MN-3
- HE Hawaiian Electric Industries, Inc. Common Stock
- HII Huntington Ingalls Industries, Inc. Common StockBrian Babin TX-36
- HRTVX Heartland Value Fund Investor Class ShsDebbie Dingell MI-6
- HSNFX The Hartford Strategic Income Fund Class FWilliam R. Keating MA-9
- ILCG iShares Morningstar Large-Cap Growth ETFLizzie Fletcher TX-7
- IQDF FlexShares International Quality Dividend Index Fund
- IRFIX Cohen & Steers International Realty Fund Class IAnn Wagner MO-2
- JAAA Janus Henderson AAA CLO ETF
- JBHT J.B. Hunt Transport Services, Inc.
- JBND JPMorgan Active Bond ETFJoe Courtney CT-2
- JHTAXX John Hancock Lifetime Blend 2020 Trust R4Analilia Mejia NJ-11
- JSNWX John Hancock Income Fund Class R6Derek Tran CA-45
- LIHIX BlackRock LifePath Index 2045 Port Insti ClDerek Tran CA-45
- LIJPX BlackRock LifePath Index 2035 Fund - Investor P SharesMaxine Dexter OR-3
- LSSIX Loomis Sayles Small Cap Growth Fund Institutional ClassMax L. Miller OH-7
- MA9542 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION POOLDebbie Dingell MI-6
- MBXAX Catalyst/Millburn Hedge Strategy Fund Class ADebbie Dingell MI-6
- MGDCX MainStay Growth Allocation Fund Class C
- MMHYX MFS Municipal High Yield Muni Bond Fund ANellie Pou NJ-9
- MNCSX Mercer Non-US Core Equity Fund Class IWilliam R. Keating MA-9
- MRBKX MFS Total Return Bond Fund Class R6Patrick Ryan NY-18
- MSAQX Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class IDaniel S. Goldman NY-10
- MTBIX NYLI MacKay Tax Free Bond Fund Class ISuzanne Bonamici OR-1
- MUA Blackrock MuniAssets Fund, IncKevin Hern OK-1
- MVIAX Praxis Value Index Fund, Class A SharesBecca Balint VT
- MVRXX Morgan Stanley Insti Liquidity Fds, Government Portf Insti ClassJosh Gottheimer NJ-5
- MXAPX Empower Aggressive Profile Fund - Investor ClassJimmy Gomez CA-34
- NACP Impact Shares NAACP Minority Empowerment ETF
- NAINX Virtus Tactical AllocationFund Class A
- NWXUX Nationwide International Small Cap Fund Class R6Max L. Miller OH-7
- NYAAX American Funds Tax-Exempt Fund of New York Class APatrick Ryan NY-18
- OAIM OneAscent International Equity ETFGary J. Palmer AL-6
- OALC OneAscent Large Cap Core ETFGary J. Palmer AL-6
- ODMAX Invesco Developing Markets Fund Class A
- OIGCX Invesco-Oppenheimer International Growth CJ. French Hill AR-2
- ON ON Semiconductor Corporation
- PAYC Paycom Software, Inc. Common StockTony Wied WI-8
- PCRIX Pimco CommodityRealReturn Strategy Fund Institutional Class
- PDP Invesco Dorsey Wright Momentum ETFTroy E. Nehls TX-22
- PEQSX Putnam Large Cap Value Fund Class R6David Schweikert AZ-1
- PFXF VanEck Preferred Securities ex Financials ETFSteve Cohen TN-9
- PGGAX American Funds Global Growth Portfolio Class A
- PHYQX PGIM High Yield Fund Class R6Max L. Miller OH-7
- PJFAX PGIM Jennison Growth Fund Class A
- PJLXX JPMorgan Liquid Assets Money Market Fund Premier SharesCraig A. Goldman TX-12
- POIXX Federated Hermes Institutional Prime Obligations Fund IS ClassJulia Letlow LA-5
- POLIX Polen Growth Fund Institutional ClassLisa C. McClain MI-9
- PORTX Trillium ESG Global Equity Fund InvestorBecca Balint VT
- PRGS Progress Software CorporationKevin Hern OK-1
- PTA Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund Common Shares of Beneficial InterDebbie Dingell MI-6
- PTEXX T. Rowe Price Tax-Exempt Money FdKathy Castor FL-14
- QCGLRX CREF Global Equities Account - R1Brad Finstad MN-1
- QCSTRX CREF Stock Account - R1Brad Finstad MN-1
- RBA RB Global, Inc.
- RBFGX The Bond Fund of America, Class R-6 SharesDerek Tran CA-45
- REMAX Emerging Markets Fund Class ABen Cline VA-6
- RFCTX Strategic Bond Fund Class SFrank Pallone, Jr. NJ-6
- RFHTX American Funds 2045 Target Date Retirement Fd Cl R-6Nikema Williams GA-5
- RGCSX Opportunistic Credit Fund Class SFrank Pallone, Jr. NJ-6
- RMGSX Multi-Asset Growth Strategy Fund - Class SFrank Pallone, Jr. NJ-6
- RTO Rentokil Initial plc American Depositary Shares
- RYAOF Ryanair Holdings plc Ordinary Shares
- RYLD Global X Russell 2000 Covered Call ETFLaurel M. Lee FL-15
- SBLGX ClearBridge Large Cap Growth Fd Cl ALisa C. McClain MI-9
- SBTYX Western Asset Intermediate-Term Municipals Fund Class ISuzanne Bonamici OR-1
- SCPWX Carillon Reams Core Plus Bond Fund Class R-6Sylvia R. Garcia TX-29
- SDMQX PGIM Short Duration Multi-Sector Bond Fund Class R6Dan Newhouse WA-4
- SFILX Schwab Fundamental International Small Company Index FdSean Casten IL-6
- SFLNX Schwab Fundamental US Lg Company Index Fund Insti ShsPete Sessions TX-17
- SFRX SEAFARER EXPLORATION CORPMike Haridopolos FL-8
- SHAPX ClearBridge Appreciation Fund Class AClaudia Tenney NY-24
- SMDRX Hartford Schroders US MidCap Opportunities Fund Class SDRDerek Tran CA-45
- SOPVX Allspring Opportunity Fund Class A
- SPMIX S&P MidCap Index Fund Class SSean Casten IL-6
- SPTS SPDR Portfolio Short Term Treasury ETFChellie Pingree ME-1
- SR Spire Inc. Common StockRobert F. Onder, Jr. MO-3
- SSCNX State Street Target Retirement 2040 Fund Class IBrad Finstad MN-1
- STGXX Wells Fargo Money Market Fund Class A Shares
- SWAGX Schwab U.S. Aggregate Bond Index FundLisa C. McClain MI-9
- SWLVX Schwab U.S. Large-Cap Value Index FundLisa C. McClain MI-9
- TFI State Street SPDR Nuveen ICE Municipal Bond ETFJoe Courtney CT-2
- TFX Teleflex Incorporated
- TIBHX Nuveen Core Bond Fund IMary Gay Scanlon PA-5
- TISBX Nuveen Small Cap Blend Index Fund R6Derek Tran CA-45
- TPINX Templeton Global Bond Fund Class A
- TRRHX T. Rowe Price Retirement 2025 FundTroy Downing MT-2
- TSEGX Touchstone Sands Capital Emerging Markets Growth Fund Institutional ClassWilliam R. Keating MA-9
- TWCIX American Century Select Investor ClassPete Sessions TX-17
- UTPXX Federated Hermes U.S. Treasury Cash Reserves Fund - PRM ClassMaggie Goodlander NH-2
- VEMRX Vanguard Emerging Markets Stock Index Fund Institutional PlusGrace Meng NY-6
- VEXRX Vanguard Explorer Fund Admiral SharesGrace Meng NY-6
- VFFSX Vanguard 500 Index Fund Institutional Select SharesKelly Morrison MN-3
- VFISX Vanguard Short-Term Treasury FundTom Cole OK-4
- VFITX Vanguard Intermediate-Term Treasury FundLisa C. McClain MI-9
- VIK Viking Holdings Ltd Ordinary Shares
- VIMCX Virtus KAR Mid-Cap Core Fund IDavid Rouzer NC-7
- VSGAX Vanguard Small-Cap Growth Index Fd AdmiralKim Schrier WA-8
- VSLU Applied Finance Valuation Large Cap ETF
- VSZHX VOYA INDEX SOLUTION 2055 PORTFOLIO CL ZRobert Menendez NJ-8
- VUSFX Vanguard Ultra-Short-Term Bond Fund AdmiralMax L. Miller OH-7
- VVBVX Venerable Strategic Bond Fund Class V
- WEX WEX Inc. common stock
- WFPMRX CIT: flexPATH Index+ Moderate Retirement Fund Class R1Lizzie Fletcher TX-7
- WINN Harbor ETF Trust Harbor Long-Term Growers ETFDerek Tran CA-45
- WSBIX Allspring Fd, Short-Term Municipal Bond InstSuzanne Bonamici OR-1
- WTM White Mountains Insurance Group, Ltd. Common StockJ. French Hill AR-2
- AAGPX American Beacon Large CapBradley Scott Schneider IL-10
- ACINX Columbia Acorn International Class IKelly Morrison MN-3
- ACVA ACV Auctions Inc. - Class AJosh Harder CA-9
- ADNCX American Beacon ARK Transformational Innovation Fund - C ClassAndrew R. Garbarino NY-2
- AEYCX American Century Equity Growth - C ClassRobert F. Onder, Jr. MO-3
- AFAXX American Funds U.S. Government Money Market Fund Class A
- AFAZX Applied Finance Dividend Fund Institutional Class
- AFCNX Focused International Growth Fund - Investor ClassSean Casten IL-6
- AFDZX Applied Finance Explorer Fund Institutional Class
- AFEIX Large Cap Equity Fund - I ClassJoe Courtney CT-2
- AFRYX Invesco Floating Rate ESG Fund Class YBecca Balint VT
- AFTEX American Fds, The Tax-Exempt Bond Fund of America, Class A ShsPatrick Ryan NY-18
- AIAHX American Century Inflation-Adjusted Bond Fund - I ClassBrian Babin TX-36
- AICFX American Funds Investment Co of America Cl F-1 ShsPete Sessions TX-17
- AKRE Akre Focus ETFAugust Pfluger TX-11
- ALKT Alkami Technology, Inc. - Common Stock
- ALZFX Alger Focus Equity Fund Class ZChris Pappas NH-1
- AMEFX The Income Fund of America, Class F-2 SharesRaul Ruiz CA-25
- AMHIX American Fds, American High-Income Municipal Bond Fd, Class APatrick Ryan NY-18
- APDLX Artisan Value AdvisorJohn Joyce PA-13
- APHOX Artisan Emerging Markets Debt Opportunities Fund - Institutional SharesGreg Landsman OH-1
- ARKX ARK Space & Defense Innovation ETF
- ARLP Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership InterestsVirginia Foxx NC-5
- ARTFX Artisan High Income Fund Investor SharesJake Ellzey TX-6
- ASHGY ASHTED GRP PLC S/ADRKelly Morrison MN-3
- ATEYX AB Sustainable Global Thematic Fund - ADVJoe Courtney CT-2
- AVLV Avantis U.S. Large Cap Value ETFBrad Knott NC-13
- AVUVX Avantis U.S. Small Cap Value Fund Institutional ClassMichael A. Rulli OH-6
- AWF ALLIANCEBERNSTEIN GLOBALPat Fallon TX-4
- BAFSX Brown Advisory Small Cap Growth Fund Inst SharesSeth Moulton MA-6
- BAH Booz Allen Hamilton Holding Corporation Common StockGlenn Ivey MD-4
- BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETFDerek Schmidt KS-2
- BBAI BigBear.ai, Inc. Common StockLisa C. McClain MI-9
- BBCPX Bridge Builder Core Plus Bond FundPatrick Ryan NY-18
- BBGLX Bridge Builder Large Cap Growth FundPatrick Ryan NY-18
- BBIEX Bridge Builder International Equity FundPatrick Ryan NY-18
- BBIO BridgeBio Pharma, Inc. - Common Stock
- BBTBX Bridge Builder Core Bond FundPatrick Ryan NY-18
- BBVLX Bridge Builder Large Cap Value FundPatrick Ryan NY-18
- BCGIX BrandywineGLOBAL Corporate Credit Fund Class IChris Pappas NH-1
- BCSVX Brown Capital Management International Small Company Fund Investor Shares
- BJK VanEck Gaming ETFDeborah K. Ross NC-2
- BKTSX iShares Total U.S. Stock Market Index Fund - Class KCleo Fields LA-6
- BOAT SonicShares Global Shipping ETFVirginia Foxx NC-5
- BOKF BOK Financial CorporationKevin Hern OK-1
- BUFD FT Vest Laddered Deep Buffer ETFTim Walberg MI-5
- BUFZ FT Vest Laddered Moderate Buffer ETF
- CATZX Columbia Strategic Municipal Income Fund Class IRick Larsen WA-2
- CBEAX Allspring C&B Large CapBradley Scott Schneider IL-10
- CBRL Cracker Barrel Old Country Store, Inc. - Common StockTim Moore NC-14
- CDL VictoryShares US Large Cap High Div Volatility Wtd ETF
- CDRE Cadre Holdings, Inc. Common Stock
- CFAIX Calvert Conservative Allocation Fund Class IBecca Balint VT
- CFFI C&F Financial Corporation - Common StockRobert J. Wittman VA-1
- CFNAX Fundamental Investors, Class 529-A SharesJimmy Panetta CA-19
- CHKP Check Point Software Technologies Ltd. - Ordinary SharesThomas H. Kean, Jr. NJ-7
- CIBRX Columbia Total Return Bond Fund Class RDavid J. Taylor OH-2
- CIEN Ciena Corporation
- CINCX Calvert Income Fund Class IJoe Courtney CT-2
- CJLXX JPMorgan Liquid Assets Money Market Fund Capital SharesHaley M. Stevens MI-11
- CLBCX American Balanced Fund, Class 529-C SharesJimmy Panetta CA-19
- CLH Clean Harbors, Inc.
- CMPIX Core Fixed Income Fund, Class ARandy Feenstra IA-4
- CMPR Cimpress PLC - Ordinary Shares
- CNM Core & Main, Inc. Class A Common Stock
- COO The Cooper Companies, Inc.
- CPNG Coupang, Inc. Class A Common StockJonathan L. Jackson IL-1
- CRL Charles River Laboratories International, Inc. Common Stock
- CSRIX Cohen & Steers Institutional Realty Shs IncJake Ellzey TX-6
- CUBE CubeSmart Common Shares
- CUBIX Calvert Flexible Bond Fund Class IBecca Balint VT
- CVLT Commvault Systems, Inc. - Common Stock
- CVMIX Calvert Emerging Markets Equity Fund Class IBecca Balint VT
- DABS DoubleLine Asset-Backed Securities ETFRick W. Allen GA-12
- DBSDY Dbs Group Holdings Ltd Ord American Depositary SharesJosh Gottheimer NJ-5
- DDFIX Invesco Diversified Dividend Fund Class R5
- DEEP Roundhill Acquirers Deep Value ETFJ. French Hill AR-2
- DEW WisdomTree Global High Dividend FundDavid J. Taylor OH-2
- DFAR Dimensional ETF Trust Dimensional US Real Estate ETF
- DFEOX DFA U.S. Core Equity 1 PortfolioJuan Ciscomani AZ-6
- DFEQX DFA Short-Term Extended Quality PtfJake Ellzey TX-6
- DFESX DFA Emerging Markets Social Core Equity PortfolioPramila Jayapal WA-7
- DFGR Dimensional ETF Trust Dimensional Global Real Estate ETFPramila Jayapal WA-7
- DFTEX DFA Intermediate Term Extended Quality PtfJake Ellzey TX-6
- DGAGX BNY Mellon Appreciation Fund, Inc. Investor SharesMatt Van Epps TN-7
- DGOYX Davis Opportunity Fd Class YJonathan L. Jackson IL-1
- DHLTX Diamond Hill All Cap Select Fund - Class ILisa C. McClain MI-9
- DIV Global X Super Dividend ETFNellie Pou NJ-9
- DON WisdomTree U.S. MidCap Dividend FundAshley Hinson IA-2
- DSEFX Domini Impact Equity Fund Investor Shares
- EAAFX Allspring Asset Allocation Fund Class ALaura Friedman CA-30
- ECF Ellsworth Growth and Income Fund Ltd.J. French Hill AR-2
- ECOIX Ecofin Global Renewables Infrastructure Fund - Institutional ClassWilliam R. Keating MA-9
- EDD MORGAN STANLEY EMERGINGPat Fallon TX-4
- EEIAX Eaton Vance Emerging Markets Local Income Fd Cl ARobert E. Latta OH-5
- EHC Encompass Health Corporation Common StockKelly Morrison MN-3
- EIPTX UBS Engage For Impact Fund Class P2Joe Courtney CT-2
- ELCV Strategy Shares Eventide High Dividend ETFGary J. Palmer AL-6
- ENTG Entegris, Inc. - Common Stock
- ESGYX Mirova Global Megatrends Fund Class YJoe Courtney CT-2
- ESPTX UBS International Sustainable Equity Fund Class P2Joe Courtney CT-2
- EUFN iShares MSCI Europe Financials ETFBruce Westerman AR-4
- EVN Eaton Vance Municipal Income Trust Common StockDebbie Dingell MI-6
- EVSD Eaton Vance Short Duration Income ETFBruce Westerman AR-4
- EVUS iShares ESG Aware MSCI USA Value ETFSusie Lee NV-3
- EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund Eaton Vance Tax-Managed Global DiversiDebbie Dingell MI-6
- EZU iShares MSCI Eurozone ETFBruce Westerman AR-4
- FBCIX Capital Income Builder - Class 529-F-2Jake Auchincloss MA-4
- FBDIX Franklin Strategic Biotechnology Discovery Fund Class AJanice D. Schakowsky IL-9
- FBGKX Fidelity Blue Chip Growth Fund Class KPete Sessions TX-17
- FBIIX Fidelity International Bond Index FundSylvia R. Garcia TX-29
- FBIOX Fidelity Select Biotechnology PtMike Levin CA-49
- FBNDX Fidelity Investment Grade Bond FundDonald S. Beyer, Jr. VA-8
- FBSOX Select Enterprise Technology Services PortfolioKevin Hern OK-1
- FCLCX Fidelity Advisor Industrials Cl CBrian Babin TX-36
- FCPGX Fidelity Small Cap Growth FundLizzie Fletcher TX-7
- FDBC Fidelity D & D Bancorp, Inc. - Common Stock
- FDFAX Fidelity Select Consumer StaplesWarren Davidson OH-8
- FDFIX Fidelity Flex 500 Index FundGabe Amo RI-1
- FECMX Fidelity Advisor Emerging Markets Class IBryan Steil WI-1
- FEPIX Fidelity Advisor Total Bond Fund: Class IRichard McCormick GA-7
- FEUPX EuroPacific Growth Fund - Class F-3Ann Wagner MO-2
- FFBOX The Bond Fund of America - Class 529-F-2Jake Auchincloss MA-4
- FFIZX Fidelity Freedom Index 2040 Fund - Institutional Premium ClassEd Case HI-1
- FGCKX Fidelity Growth Company Fund Class KJosh Riley NY-19
- FICEX Frost Core Growth Equity Fund Insti ClassJake Ellzey TX-6
- FIDKX Fidelity International Discovery Fund Class KJosh Riley NY-19
- FIKQX Fidelity Advisor Investment Grade Bond Fund - Class ZRobert B. Aderholt AL-4
- FIPFX Fidelity Freedom Index 2050 Fund - Investor ClassBrian Jack GA-3
- FIQKX Fidelity Advisor International Value Fund - Class ZRobert B. Aderholt AL-4
- FIQZX Fidelity Advisor Intermediate Municipal Income Fund: Class ZLizzie Fletcher TX-7
- FITIX Fidelity Advisor Mid Cap II Fund - Class MDarin LaHood IL-16
- FJPNX Fidelity Japan FundDaniel S. Goldman NY-10
- FKDNX Franklin Dynatech Fund Class AFrank Pallone, Jr. NJ-6
- FKIQX Franklin Income Fund Cl ALaura Friedman CA-30
- FLIA Franklin International Aggregate Bond ETFDave Min CA-47
- FLOTX Donoghue Forlines Risk Managed Income Fund Class IJohn Joyce PA-13
- FLWWX Fidelity Emerging Markets Class Series A DSCTroy Downing MT-2
- FLXR TCW Flexible Income ETFMichael A. Rulli OH-6
- FMAT Fidelity MSCI Materials Index ETFVirginia Foxx NC-5
- FMDGX Fidelity Mid Cap Growth Index FundRobert B. Aderholt AL-4
- FMMMX AMCAP Fund - Class 529-F-2Jake Auchincloss MA-4
- FNB F.N.B. CorporationDaniel Meuser PA-9
- FNFWX New World Fund, Inc. - Class 529-F-2Jake Auchincloss MA-4
- FPE First Trust Preferred Securities and Income ETF ETF
- FPEIX First Trust Preferred Securities and Income Fund Class IRobert J. Wittman VA-1
- FPFIX FPA Flexible Fixed Income Fund
- FROGX Fidelity Advisor Municipal Income Fund: Class IMaria Elvira Salazar FL-27
- FSDAX Fidelity Select Defense & AerospaceTim Walberg MI-5
- FSPCX Fidelity Select Insurance PortfolioDonald S. Beyer, Jr. VA-8
- FSPHX Fidelity Select Health CareRandy Fine FL-6
- FSRNX Fidelity Real Estate Index FundTroy Downing MT-2
- FTCHX Invesco Technology Fund Investor ClJohn W. Mannion NY-22
- FTSM First Trust Enhanced Short Maturity ETFSteve Cohen TN-9
- FUAMX Fidelity Intermediate Treasury Bond Index FundRobert B. Aderholt AL-4
- FUEPX EuroPacific Growth Fund - Class 529-F-2Jake Auchincloss MA-4
- FVL First Trust Value Line 100 FundMichael K. Simpson ID-2
- FVLKX Fidelity Value Fund Class KJosh Riley NY-19
- FWWFX Fidelity Worldwide FundLaura Friedman CA-30
- FXH First Trust Health Care AlphaDEXDavid Rouzer NC-7
- FYX First Trust Small Cap Core AlphaDEX FundDerek Schmidt KS-2
- FZAIX Fidelity Advisor International Discovery Fd Cl ZRobert B. Aderholt AL-4
- FZALX Fidelity Advisor Mega Cap Stock Fd Cl ZRobert B. Aderholt AL-4
- FZTKX Fidelity Freedom 2050 Fund: Class K6Seth Magaziner RI-2
- GAACWX CIT: MFS International Equity Fund Fee Class UKathy Castor FL-14
- GAFFX The Growth Fund of America - Class F-3Bill Huizenga MI-4
- GBDC Golub Capital BDC, Inc.David P. Joyce OH-14
- GBTC Grayscale Bitcoin TrustAshley Hinson IA-2
- GCBUX Green Century Balanced Fund Institutional ClassChrissy Houlahan PA-6
- GGG Graco Inc. Common StockKelly Morrison MN-3
- GHYIX Goldman Sachs High Yield Municipal Fd Inst ClWilliam R. Keating MA-9
- GILHX Guggenheim Limited Duration Fund- Institutional ClassJanelle S. Bynum OR-5
- GNMA iShares GNMA Bond ETFChellie Pingree ME-1
- GOBSX BrandywineGLOBAL - Global Opportunities Bond Fund Class ISDan Newhouse WA-4
- GOCXX Federated Hermes Government Obligations Fund Cap SharesJoyce Beatty OH-3
- GPOR Gulfport Energy Corporation Common Shares
- GPRIX Grandeur Peak Global Reach Fund, Institutional ClassDavid J. Taylor OH-2
- GRHIX GOEHRING & ROZENCWAJG RESOURCES FUND INSTITUTIONAL CLWilliam R. Keating MA-9
- GSBD GOLDMAN SACHS BDC INCDebbie Dingell MI-6
- GSIEX Goldman Sachs International Equity ESG Fund - Institutional SharesBecca Balint VT
- GSZIX GOLDMAN SACHS STRATEGICPat Fallon TX-4
- GTCSX Glenmede Small Capitalization Equity Portfolio Advisor SharesSean Casten IL-6
- GTSCX Glenmede Small Capitalization Equity Portfolio Institutional SharesJulia Brownley CA-26
- GUIRX Goldman Sachs Dynamic Municipal Income Fund - Investor ClassRick Larsen WA-2
- HACK ETFMG Prime Cyber Security ETFDaniel Meuser PA-9
- HCN Welltower Inc.Kevin Hern OK-1
- HEDG Equable Shares Hedged Equity ETFGreg Landsman OH-1
- HGLB Highland Global Allocation Fund Common StockBradley Scott Schneider IL-10
- HOG Harley-Davidson, Inc. Common StockTim Moore NC-14
- HQH abrdn Healthcare Investors Shares of Beneficial InterestRobert B. Aderholt AL-4
- HURA TuHURA Biosciences, Inc. - Common StockLaurel M. Lee FL-15
- HWDIX The Hartford World Bond Fd Cl IJake Ellzey TX-6
- IARAX Invesco Real Estate Fund Class ABrian Babin TX-36
- IAXIX VY T. Rowe Price Diversified Mid Cap Growth Portfolio InitialJohn W. Mannion NY-22
- IBD Inspire Corporate Bond Impact ETFW. Gregory Steube FL-17
- IBMO iShares iBonds Dec 2026 Term Muni Bond ETFJ. French Hill AR-2
- IBTG iShares iBonds Dec 2026 Term Treasury ETFRick W. Allen GA-12
- IBTH iShares iBonds Dec 2027 Term Treasury ETFRick W. Allen GA-12
- IBTJ iShares iBonds Dec 2029 Term Treasury ETFRick W. Allen GA-12
- ICIEX Macquarie Core Equity Fund InstitutionalDerek Schmidt KS-2
- IGAAX International Growth and Income Fd, Cl A Shs
- IGIIX Macquarie Global Growth Fund InstitutionalDerek Schmidt KS-2
- IHF iShares U.S. Health Care Providers ETFDavid J. Taylor OH-2
- IJJ iShares S&P Mid-Cap 400 Value ETFRandy Fine FL-6
- IMCB iShares Morningstar Mid-Cap ETFRichard McCormick GA-7
- IMIDX Congress Mid Cap Growth Fd Inst ClLisa C. McClain MI-9
- IPFIX Victory Fund for Income - Class AJason Smith MO-8
- IRA RS Growth Fund Class ADeborah K. Ross NC-2
- ISMD Inspire Small/Mid Cap ETFW. Gregory Steube FL-17
- IWX iShares Russell Top 200 Value ETFLizzie Fletcher TX-7
- IXJ iShares Global Healthcare ETFBruce Westerman AR-4
- IYF iShares U.S. Financial ETFBruce Westerman AR-4
- IYH iShares U.S. Healthcare ETFAshley Hinson IA-2
- IYJ iShares U.S. Industrials ETFRaul Ruiz CA-25
- IYSIX Macquarie Small Cap Growth Fund InstitutionalDerek Schmidt KS-2
- JACBX John Hancock Mid Cap Growth Fund Class IAnalilia Mejia NJ-11
- JADIX John Hancock Variable Insurance Trust Fundamental Large Cap Value Trust Series Nav
- JAFEX John Hancock Variable Insurance Trust Total Stock Market Index Trust Series Nav
- JAIVX John Hancock Variable Insurance Trust Managed Volatility Moderate Portfolio Series Nav
- JAJMX John Hancock Variable Insurance Trust Real Estate Securities Trust Series Nav
- JANRX Janus Henderson Global Select Fund - D SharesJimmy Panetta CA-19
- JBGAX John Hancock Funds II Blue Chip Growth Fund Class AAndy Barr KY-6
- JBGS JBG SMITH Properties Common SharesJ. French Hill AR-2
- JCMAX JPMorgan Mid Cap Equity Fund Cl ANikki Budzinski IL-13
- JCPUX JPMorgan Core Plus Bond Fund R6J. French Hill AR-2
- JEF Jefferies Financial Group Inc.J. French Hill AR-2
- JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETFJoe Courtney CT-2
- JEMWX JPMorgan Emerging Markets Equity Fund R6Analilia Mejia NJ-11
- JFIVX John Hancock Variable Insurance Trust 500 Index Trust Series 1Derek Tran CA-45
- JFLEX Janus Henderson Flexible Bond Fund - I SharesRichard McCormick GA-7
- JGLO JPMorgan Global Select Equity ETFJoe Courtney CT-2
- JHEQX JPMorgan Hedged Equity Fund I ClassJohn Garamendi CA-8
- JHMB John Hancock Mortgage-Backed Securities ETFMorgan McGarvey KY-3
- JIGFX Janus Henderson Overseas Fund - I SharesBrian Babin TX-36
- JIVE JPMorgan International Value ETFJoe Courtney CT-2
- JLKAX John Hancock Funds II Multimanager 2050 Lifetime Portfolio Class AAndy Barr KY-6
- JLL Jones Lang LaSalle Incorporated Common Stock
- JLPYX JPMorgan U.S. Large Cap Core Plus Fund Class R6Madeleine Dean PA-4
- JMCVX Janus Henderson Mid Cap Value Fund - T SharesPat Fallon TX-4
- JNGLX Janus Henderson Global Life Sciences Fund - D SharesJimmy Panetta CA-19
- JNK SPDR Bloomberg Barclays High Yield Bond ETFDavid P. Joyce OH-14
- JNSXX Edward Jones Money Market Fund - Investment SharesScott DesJarlais TN-4
- JSGTX JHF III U.S. Growth Fund Class R6Derek Tran CA-45
- JTBDX JHF Municipal Opportunities Fund - Class IRick Larsen WA-2
- JVAL JPMorgan U.S. Value Factor ETFGreg Stanton AZ-4
- KBWP Invesco KBW Property & Casualty Insurance ETFStephanie I. Bice OK-5
- KDP Keurig Dr Pepper Inc.Lucy McBath GA-6
- KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETFNicole Malliotakis NY-11
- KWEB KraneShares CSI China Internet ETFGreg Landsman OH-1
- LAIIX Lord Abbett Intermediate Tax- Free Cl IMaria Elvira Salazar FL-27
- LARCX Lord Abbett Inv Tr, Lord Abbett Floating Rate Fd -- Cl CHakeem S. Jeffries NY-8
- LCRIX Leuthold Core Investment Fund Inst Cl
- LCTD iShares World ex U.S. Carbon Transition Readiness Aware Active ETFSusie Lee NV-3
- LENKX BlackRock LifePath ESG Index 2030 Fund Class KAndrea Salinas OR-6
- LEXCX Voya Corporate Leaders Trust Series BBrian Babin TX-36
- LGGAX ClearBridge International Growth Fund Class A
- LGLV State Street SPDR US Large Cap Low Volatility Index ETFChristian D. Menefee TX-18
- LISAX Lord Abbett Intermediate Tax-Free Fund Class APat Fallon TX-4
- LMHIX Western Asset Municipal High Income Fund Class IBrian Babin TX-36
- LMVTX ClearBridge Value Fund - Class CMichelle Fischbach MN-7
- LNTH Lantheus Holdings, Inc. - Common Stock
- LOLDX Lord Abbett Short Duration Income Class F3Christopher R. Deluzio PA-17
- LOMAX Edgar Lomax Value Fd
- LSBRX Loomis Sayles Funds - Bond Fund Retail ClassDave Min CA-47
- LTEBX American Funds Ltd Term Tax-Ex Bond Fd of America APatrick Ryan NY-18
- LTUIX Thornburg Limited Term US Government Fund Class ILisa C. McClain MI-9
- LUBOX Lord Abbett Ultra Short Bond Class F3Christopher R. Deluzio PA-17
- LYRIX Lyrical U.S. Value Equity Fund Institutional ClassGreg Landsman OH-1
- MA9309 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION POOLDebbie Dingell MI-6
- MA9365 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION POOLDebbie Dingell MI-6
- MAHQX BlackRock Total Return Fund Class ILizzie Fletcher TX-7
- MCVSX Victory Integrity Small-Cap Value Fund - Class C
- MDIDX MFS International Diversification Fund Class AMorgan McGarvey KY-3
- MDIJX MFS International Diversification Fund Class IJohn J. McGuire III VA-5
- MDIV Multi-Asset Diversified Income Index FundJ. French Hill AR-2
- MEIHX MFS Value Fund Class R3Kathy Castor FL-14
- MFEIX MFS Growth Fund Class ITim Walberg MI-5
- MGRDX MFS International Growth Fund Class R6Analilia Mejia NJ-11
- MIDD The Middleby Corporation - Common Stock
- MIMIX MFS Municipal Income Fund Cl IMaria Elvira Salazar FL-27
- MLPX Global X MLP & Energy Infrastructure ETF
- MMHIX NYLI MacKay High Yield Muni Bond Fund Class IRobert J. Wittman VA-1
- MMIIX MFS Municipal High Income Fd Cl ISuzanne Bonamici OR-1
- MPGFX Mairs & Power Growth Fund
- MRFIX MFS Series Trust V - MFS Research Fund Class IJennifer A. Kiggans VA-2
- MRK.V Merck & Company, Inc. Common Stock Ex-Distribution When IssuedMike Kelly PA-16
- MSGE Madison Square Garden Entertainment Corp. Class A
- MSTY YieldMax MSTR Option Income Strategy ETFTim Moore NC-14
- MTCIX MFS Technology Fund Class IJohn Garamendi CA-8
- MTFGX NYLI MacKay Strategic Muni Allocation Fund Class IRick Larsen WA-2
- MVCAX MFS Mid Cap Value Fund - Class ABeth Van Duyne TX-24
- MVTIX Transamerica Mid Cap Value Opportunities Fund Class IWilliam R. Keating MA-9
- NBSLX Neuberger Berman Sustainable Equity Fund Institutional ClassJill N. Tokuda HI-2
- NCRLX Neuberger Berman Core Bond Institutional ClassBecca Balint VT
- NEXWU NextEra Energy Inc. Corp Unit Exp 06/01/2015Mike Kelly PA-16
- NEZYX Loomis Sayles Funds - Strategic Income Fund Class YBrian Babin TX-36
- NINLX Neuberger Berman Intrinsic Value InstiRobert J. Wittman VA-1
- NLSIX Neuberger Berman Long Short Fd Instl ClWilliam R. Keating MA-9
- NOSGX Northern Small Cap ValueBradley Scott Schneider IL-10
- NSA National Storage Affiliates Trust Common Shares of Beneficial Interest
- NTDOY Nintendo Co Ltd ADRJosh Gottheimer NJ-5
- NTEIC UBT 529 TROWE PRICE EQ INC CJared Moskowitz FL-23
- NTIAX Columbia Fds Srs Tr,. Columbia MidCap Index Fund Class AMorgan McGarvey KY-3
- NTREA UBT 529 TROWE PRICE EQ INC AJared Moskowitz FL-23
- NUMG Nuveen ESG Mid-Cap Growth ETFKevin Hern OK-1
- NVT nVent Electric plc Ordinary SharesThomas H. Kean, Jr. NJ-7
- NWBI Northwest Bancshares, Inc. - Common StockJefferson Shreve IN-6
- OAEM OneAscent Emerging Markets ETFGary J. Palmer AL-6
- OASC OneAscent Enhanced Small and Mid Cap ETFGary J. Palmer AL-6
- OC Owens Corning Inc Common Stock NewJames P. McGovern MA-2
- ODFL Old Dominion Freight Line, Inc. - Common Stock
- ODIYX Invesco Discovery Fund Class YJulia Brownley CA-26
- OEGAX Invesco Discovery Mid Cap Growth Fund Class AJohn W. Mannion NY-22
- OGE OGE Energy CorpKevin Hern OK-1
- OGSXX JPMorgan U.S. Government Money Market Fund PremierShri Thanedar MI-13
- OIEIX JPMorgan Equity Income Fund ANikki Budzinski IL-13
- OMBIX JPMorgan Mortgage-Backed Securities Fund I ClassJohn J. McGuire III VA-5
- ORMP Oramed Pharmaceuticals Inc. - Common StockBrad Knott NC-13
- OSGIX JPMorgan Mid Cap Growth ANikki Budzinski IL-13
- OWNS Quaker Investment Trust CCM Affordable Housing MBS ETFGary J. Palmer AL-6
- OZKAP Bank OZK - 4.625% Series A Non-Cumulative Perpetual Preferred StockSteve Cohen TN-9
- PAA Plains All American Pipeline, L.P. - Common Units representing Limited Partner InterestsPat Fallon TX-4
- PAAS Pan American Silver Corp.
- PASAX PIMCO ALL ASSETJ. French Hill AR-2
- PBA Pembina Pipeline Corp. Ordinary SharesKevin Hern OK-1
- PCEF Invesco CEF Income Composite ETF
- PCLN The Priceline Group Inc.David P. Joyce OH-14
- PCSMX Principal Funds, Inc. -SmallCap Growth Fund IDerek Tran CA-45
- PCVX Vaxcyte, Inc. - Common Stock
- PCY Invesco Emerging Markets Sovereign Debt ETFDavid P. Joyce OH-14
- PEAK Healthpeak Properties, Inc.Steve Cohen TN-9
- PEIFX PIMCO RAE Emerging Markets Fund Class INSTLJosh Riley NY-19
- PEIJX Principal Funds, Inc. - Equity Income, Class JDerek Tran CA-45
- PFGC Performance Food Group CompanyJosh Gottheimer NJ-5
- PFTPX PIMCO Low Duration Income Fund Class I-2
- PGSYX Victory Pioneer Global Equity Fund Class YJoe Courtney CT-2
- PHSZX PGIM Jennison Health Sciences Fund Class ZDavid J. Taylor OH-2
- PHTJX Principal Funds, Inc. Principal LifeTime Hybrid 2035 Fund, Institutional ClassMarc A. Veasey TX-33
- PHYZX PGIM High Yield Fund Class ZMax L. Miller OH-7
- PIDIX Principal Fds, Inc. International Equity Index Institutional ClassKathy Castor FL-14
- PJP Invesco Pharmaceuticals ETFDavid J. Taylor OH-2
- PKB Invesco Dynamic Building & Construction ETFDavid P. Joyce OH-14
- PLCGX Principal Funds, Inc.- LargeCap Growth Fund IDerek Tran CA-45
- PLFIX Principal Fds, Inc. LargeCap S&P 500 Idx Fd Instl ClDerek Tran CA-45
- PLGAX Principal Funds, Inc. - LargeCap Growth Fund I, Class ARandy Feenstra IA-4
- PMZIX PIMCO Mortgage Opportunities and Bond Fund Class INSTLKelly Morrison MN-3
- PQNAX Virtus NFJ Mid Cap Value Fund Class AChris Pappas NH-1
- PRCOX T. Rowe Price U.S. Equity Research FundJennifer A. Kiggans VA-2
- PRIMX T. Rowe Price Summit Municipal Income Fund - I ClassRoger Williams TX-25
- PRIPX T. Rowe Price Inflation Protected Bond Fund, IncAnalilia Mejia NJ-11
- PRPFX Permanent Portfolio Class IBrian Babin TX-36
- PRWLX Principal Fds, Inc. Diversified International Fd Cl ARandy Feenstra IA-4
- PSGRX Putnam Small Cap Growth Fund Class RJared Moskowitz FL-23
- PSMVX Principal Funds, Inc. -SmallCap Value Fund IIDerek Tran CA-45
- PSOAX JPMorgan Small Cap Value ABecca Balint VT
- PSP Invesco Global Listed Private Equity ETFJ. French Hill AR-2
- PTYIX T. Rowe Price Tax-Free High Yield Fund - I ClassRoger Williams TX-25
- PWRIX Donoghue Forlines Tactical Income Fund Class IJohn Joyce PA-13
- PYCBX Payden Core Bond FundRalph Norman SC-5
- PYLD PIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded FundDerek Schmidt KS-2
- PZIEX Pzena Emerging Markets Value Fund - Institutional ClassGreg Landsman OH-1
- QCSCPX CREF Social Choice Account - R2Pete Aguilar CA-33
- QDSIX AQR Diversifying Strategies Fund Class IMary Gay Scanlon PA-5
- RALCX Aggressive Strategy Fund Class CGreg Stanton AZ-4
- RBMTX American Funds 2055 Target Date Retirement Fund® Class R-2Jared Moskowitz FL-23
- RDS.A Royal Dutch Shell PLC Royal Dutch Shell American Depositary Shares
- REGL ProShares S&P MidCap 400 Dividend Aristocrats ETFHakeem S. Jeffries NY-8
- RFDTX American Funds 2025 Target Date Retirement Fd Cl R-6Joe Courtney CT-2
- RFTTX American Funds 2010 Target Date Retirement Fd Cl R-6Rosa L. DeLauro CT-3
- RGLD Royal Gold, Inc. - Common StockRobert J. Wittman VA-1
- RGTI Rigetti Computing, Inc. - Common stockLisa C. McClain MI-9
- RIF Global Real Estate SecuritiesMary Gay Scanlon PA-5
- RITBX American Funds American High-Income Trust® Class R-2Jared Moskowitz FL-23
- RL Ralph Lauren Corporation Common Stock
- RPGEX T. Rowe Price Global Growth Stock FundKathy Castor FL-14
- RPTIX T. Rowe Price Mid-Cap Growth Fund - I ClassWilliam R. Keating MA-9
- RPV Invesco S&P 500 Pure Value ETFEric Burlison MO-7
- RQI Cohen & Steers Quality Income Realty Fund Inc Common SharesSteve Cohen TN-9
- RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETFDavid J. Taylor OH-2
- RSPF Invesco S&P 500 Equal Weight Financial ETFDavid J. Taylor OH-2
- RTPPF Rio Tinto Plc Ordinary SharesThomas H. Kean, Jr. NJ-7
- RTSSX Tax-Managed U.S. Mid & Small Cap Fund Class SMary Gay Scanlon PA-5
- RTXSX Tax-Managed Real Assets Fund Class SMary Gay Scanlon PA-5
- RWMGX Washington Mutual Investors Fund Cl R-6 ShsBryan Steil WI-1
- RY Royal Bank Of CanadaLaura Friedman CA-30
- SAPCX ClearBridge Appreciation Fund Class CClaudia Tenney NY-24
- SARO StandardAero, Inc. Common Stock
- SCFFX Shenkman Capital Short Duration High Income Fund Class FJonathan L. Jackson IL-1
- SCI Service Corporation International Common Stock
- SEEGX JPMorgan Large Cap Growth Fund I ClassJennifer A. Kiggans VA-2
- SFLO VictoryShares Small Cap Free Cash Flow ETFMorgan McGarvey KY-3
- SFNNX Schwab Fundamental International Lg Company Idx Fd Insti ShsLisa C. McClain MI-9
- SGGDX First Eagle Gold FundBrian Babin TX-36
- SGTTX Columbia Seligman Global Technology Fund Class I2Scott Fitzgerald WI-5
- SHSAX BlackRock HlthSc Op ALois Frankel FL-22
- SHYG iShares 0-5 Year High Yield Corporate Bond ETF
- SIG Signet Jewelers Limited Common Shares
- SKIRX DWS Enhanced Commodity Strategy Fund - Class InstitutionalMary Gay Scanlon PA-5
- SLVAX Columbia Select Large Cap Value Fund Class AMorgan McGarvey KY-3
- SMLPX Westwood Salient MLP & Energy Infrastructure Fund - Institutional
- SMR NuScale Power Corporation Class A Common StockLisa C. McClain MI-9
- SMTC Semtech Corporation - Common Stock
- SNE Sony CorporationSteve Cohen TN-9
- SNTH MRP SynthEquity ETFScott Fitzgerald WI-5
- SPHD Invesco S&P 500 High Dividend Low Volatility ETF
- SPIB SPDR Portfolio Intermediate Term Corporate Bond ETFMorgan McGarvey KY-3
- SPYV State Street SPDR Portfolio S&P 500 Value ETFDon Bacon NE-2
- SRHQX Principal Fds, Inc. Short-Term Income Fd Cl ARandy Feenstra IA-4
- SSCKX State Street Target Retirement 2035 Fund Class KAndrew Ogles TN-5
- SSEIX SouthernSun U.S. Equity Fund Class IJohn Joyce PA-13
- SSMHX State Street Small/Mid Cap Equity Index Portfolio
- SSSPX State Street S&P 500 Index V.I.S. Fund
- SSUS Day Hagan/Ned Davis Rsrch Smrt Sect ETFKevin Hern OK-1
- ST Sensata Technologies Holding N.V. Ordinary Shares
- STLD Steel Dynamics, Inc. - Common Stock
- STRC Strategy Inc - Variable Rate Series A Perpetual Stretch Preferred Stock
- STSVX BNY Mellon Small Cap Value Fund Class INellie Pou NJ-9
- SWEGX Schwab MarketTrack All Equity PortfolioBradley Scott Schneider IL-10
- SWLGX Schwab U.S. Large-Cap Growth Index FundLisa C. McClain MI-9
- SWNRX Schwab Target 2050 Fd
- TCAF T. Rowe Price Capital Appreciation Equity ETFGreg Stanton AZ-4
- TDIV First Trust NASDAQ Technology Dividend Index FundRaul Ruiz CA-25
- TEAFX American Fds, The Tax-Exempt Bond Fund of America, Class F-2 ShsNathaniel Moran TX-1
- TFII TFI International Inc. Common Shares
- THC Tenet Healthcare Corporation Common StockJonathan L. Jackson IL-1
- THCVX Nuveen Large Cap Value Index Fund IAnalilia Mejia NJ-11
- THR Thermon Group Holdings, Inc. Common Stock
- TIBAX Thornburg Investment Income Builder Class ADarin LaHood IL-16
- TIDDX T. Rowe Price International Discovery Fund - I ClassKathy Castor FL-14
- TLHIX Nuveen Lifecycle Index 2030 Fund R6Andrea Salinas OR-6
- TMFG Motley Fool Global Opportunities ETF
- TMFM Motley Fool Mid-Cap Growth ETF
- TOLLX DWS RREEF Global Infrastructure Fund - Class ABrian Babin TX-36
- TOST Toast, Inc. Class AJosh Harder CA-9
- TRMB Trimble Inc. - Common Stock
- TRPKX Retirement I 2045 Fund - I ClassNick LaLota NY-1
- TRRDX T. Rowe Price Retirement 2040 FundBecca Balint VT
- TRRWX T. Rowe Price Target Retirement 2030 FundMark Alford MO-4
- TRSSX T.Rowe Price Institutional Small-Cap Stock Fund
- TXEFX American Funds Tax-Exempt Preservation Portfolio Class F-2Brian Babin TX-36
- UBSI United Bankshares, Inc.Debbie Dingell MI-6
- UDBTX UBS Sustainable Development Bank Bond Fund Class P2Joe Courtney CT-2
- USAAX Victory Growth Fund SharesPat Fallon TX-4
- USAGX Victory Precious Metals and Minerals Fund SharesMatt Van Epps TN-7
- USGFX The American Funds Income Series - Class F-3Dan Newhouse WA-4
- USGRX Victory Growth & Income Fund SharesMatt Van Epps TN-7
- USPH U.S. Physical Therapy, Inc.
- UTANX Target Enrollment 2040/2041 Investment OptionBlake D. Moore UT-1
- UURAF UCORE RARE METALS INC
- VAFAX Invesco American Franchise Fund Class ALaura Friedman CA-30
- VBTIX Vanguard Bond Index Fund Total Bond Mkt Index Fund Institutional ShareMary Gay Scanlon PA-5
- VEMAX Vanguard Emerging Markets Stock Index Fund Admiral SharesLisa C. McClain MI-9
- VFICX Vanguard Intermediate-Term Investment Grade Fund Investor ShrsGregory F. Murphy NC-3
- VFIUX Vanguard Intermediate-Term Treasury Fd Admiral ShsCleo Fields LA-6
- VGIAX Vanguard Growth and Income Fund Admiral SharesAnalilia Mejia NJ-11
- VGPMX Vanguard Global Capital Cycles Fund Investor SharesChip Roy TX-21
- VGRIX JPMorgan U.S. Value Fund Class ANikki Budzinski IL-13
- VGWAX Vanguard Global Wellington Fund Admiral SharesTom Cole OK-4
- VIOO Vanguard S&P Small-Cap 600 ETFLisa C. McClain MI-9
- VOOV Vanguard S&P 500 Value ETFMorgan McGarvey KY-3
- VSIIX Vanguard Small-Cap Value Index Fd Inst ShsGrace Meng NY-6
- VSORX Sycamore Small Company Opportunity Fund Class R6Analilia Mejia NJ-11
- VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF SharesChellie Pingree ME-1
- VTISX Vanguard Total International Stock Index Fund Institutional Select SharesMaxine Dexter OR-3
- VTMNX Vanguard Developed Markets Index Fund Institutional SharesMaggie Goodlander NH-2
- VTSMX Vanguard Index Trust Total Stock Market Index FundMaggie Goodlander NH-2
- VVLVX Venerable Large Cap Index Fund Class V
- VWEAX Vanguard High-Yield Corporate Fund Admiral SharesLisa C. McClain MI-9
- VWEHX Vanguard High Yield Corporate FundGrace Meng NY-6
- VWIGX Vanguard International Growth FundDerek Tran CA-45
- VYSYX Voya Small Company Fund II Class ADarin LaHood IL-16
- W Wayfair Inc. Class A Common Stock
- WAMCX Wasatch Ultra Growth FundWarren Davidson OH-8
- WATFX WA Core Bond ILizzie Fletcher TX-7
- WFBIX iShares U.S. Aggregate Bond Index Fund - Class KCleo Fields LA-6
- WFSAAX Franklin Small Cap Value GG Trust CIT Class RLisa C. McClain MI-9
- WIFAAX CIT: International Fundamental Value Fund CL 1Lisa C. McClain MI-9
- WMBIX Allspring Fd, Municipal Bond InstMaria Elvira Salazar FL-27
- WMGAX Macquarie Mid Cap Growth Fund ADerek Schmidt KS-2
- WPBFOX CIT: Pioneer Bond Fund Trust Class R1Laura Gillen NY-4
- WPP WPP plc American Depositary SharesJosh Gottheimer NJ-5
- WWJD Inspire International ESG ETFW. Gregory Steube FL-17
- XHB SPDR Series Trust SPDR Homebuilders ETFDeborah K. Ross NC-2
- XPMIX Stepstone Private Markets Class IDon Bacon NE-2
- XSPIX StepStone Private Venture and Growth Fund - Class I SharesDon Bacon NE-2
- XYLD Global X S&P 500 Covered Call ETFKathy Castor FL-14
- A.Z Agilent Technologies, Inc. Common Stock Ex-Distribution When Distributed
- AAAZX DWS RREEF Real Assets Fund - Class InstitutionalMatt Van Epps TN-7
- AADAX Invesco Select Risk: Growth Investor Fund Class ACeleste Maloy UT-2
- AAGIY AIA Group, Ltd. Sponsored American Depository ReceiptJosh Gottheimer NJ-5
- ABEMX Aberdeen Emerging Markets Fund, Insti ClassClay Fuller GA-14
- ABWAX The AB Portfolios - AB Balanced Wealth Strategy - Class ADaniel S. Goldman NY-10
- ACFSX American Century Focused Dynamic Growth Fund - I ClassRick Larsen WA-2
- ACGIX Invesco Growth & Income Fund Class ARoger Williams TX-25
- ACSTX Invesco Comstock Fund Class ANikki Budzinski IL-13
- ACWI iShares MSCI ACWI ETFBill Huizenga MI-4
- ACWV iShares MSCI Global Min Vol Factor ETFRudy Yakym III IN-2
- ADPVV Automatic Data Processing, Inc. - Common Stock Ex- Distribution When Issued
- AEO American Eagle Outfitters, Inc. Common StockJimmy Patronis FL-1
- AFG American Financial Group, Inc. Common StockDavid J. Taylor OH-2
- AFMBX American Balanced Fund - Class F-3Randy K. Weber, Sr. TX-14
- AGCO AGCO Corporation Common StockDavid J. Taylor OH-2
- AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond FundKevin Hern OK-1
- AHIFX American High-Income Tr, Class F-2 ShsVince Fong CA-20
- AIBAX American Funds Int Bond Fd of America AJanice D. Schakowsky IL-9
- AIMXX Invesco Government Money Market Fund Cash Reserve SharesCeleste Maloy UT-2
- AIQUY L'Air Liquide Ord American Depositary SharesJosh Gottheimer NJ-5
- AIS VistaShares Artificial Intelligence Supercycle ETFMichael Lawler NY-17
- AIZ Assurant, Inc. Common StockJulia Letlow LA-5
- ALAB Astera Labs, Inc. - Common StockLucy McBath GA-6
- ALB Albemarle CorporationDeborah K. Ross NC-2
- ALFVY Alfa-Laval Ab Unsponsored ADRJosh Gottheimer NJ-5
- ALNY Alnylam Pharmaceuticals, Inc. - Common StockLucy McBath GA-6
- ALSN Allison Transmission Holdings, Inc. Common StockLucy McBath GA-6
- AMFCX American Mutual Fund, Class C SharesClay Fuller GA-14
- AMG Affiliated Managers Group, Inc.Daniel S. Goldman NY-10
- AMH American Homes 4 Rent Common Shares of Beneficial InterestWilliam R. Keating MA-9
- AMRN Amarin Corporation plc - American Depositary SharesNellie Pou NJ-9
- AMTM Amentum Holdings, Inc. Common StockThomas H. Kean, Jr. NJ-7
- AMUSX American Funds U.S. Govt Securities ABrian Babin TX-36
- AMX America Movil, S.A.B. de C.V. American Depository Receipt Series LRobert B. Aderholt AL-4
- AMZY YieldMax AMZN Option Income Strategy ETFTim Moore NC-14
- AOA iShares Core Aggressive Allocation FundJared Moskowitz FL-23
- APDSX Artisan Small Cap Fund - Advisor SharesClay Fuller GA-14
- APHJX Artisan International Small-Mid Fund - Institutional SharesPatrick Ryan NY-18
- APTV Aptiv PLC Ordinary SharesDaniel Meuser PA-9
- AQMIX AQR Managed Futures Strategy Fund Class IChris Pappas NH-1
- ARCRX American Century One Choice 2030 Ptf R ClassLaura Gillen NY-4
- ARES Ares Management Corporation Class A Common StockLucy McBath GA-6
- ARFVX American Century One Choice 2050 Ptf Investor ClassDerek Schmidt KS-2
- ARLIX American Century One Choice 2035 Portfolio - I ClassSusie Lee NV-3
- ARM Arm Holdings plc - American Depositary SharesSam T. Liccardo CA-16
- ARTYX Artisan Developing World Fund - Investor SharesRashida Tlaib MI-12
- ASAZY Assa Abloy AB Unsponsored ADRJosh Gottheimer NJ-5
- ATLKY Atlas Copco Ab Sponsored ADR repstg Class AJosh Gottheimer NJ-5
- AVB AvalonBay Communities, Inc. Common Stock
- AVES Avantis Emerging Markets Value ETFBrad Knott NC-13
- AVFIX American Beacon Small Cap Value Fd Inst ClPete Aguilar CA-33
- AVIG Avantis Core Fixed Income ETFJuan Ciscomani AZ-6
- AVIR Atea Pharmaceuticals, Inc. - common stockTim Moore NC-14
- AVSF Avantis Short-Term Fixed Income ETFJuan Ciscomani AZ-6
- AVTR Avantor, Inc.Daniel S. Goldman NY-10
- AVUAX American Century Mid Cap Value Fund - I ClassRick Larsen WA-2
- AWR American States Water Company Common StockSam T. Liccardo CA-16
- AXSIX Axonic Strategic Income Fund Class IGreg Landsman OH-1
- AZNAX Virtus Income and Growth Fund CL AEmanuel Cleaver MO-5
- AZSEY Allianz SE ADS
- AZTA Azenta, Inc.
- B Barrick Mining Corporation Common SharesBrian Babin TX-36
- BAB Invesco Taxable Municipal Bond ETFMark Alford MO-4
- BABAF ALIBABA GROUP HOLDING LTD
- BAFJX Brown Advisory - WMC Japan Equity Fund Institutional SharesSeth Moulton MA-6
- BAFQX Brown Advisory Emerging Markets Select Fund - Institutional SharesSeth Moulton MA-6
- BAGSX Baird Aggregate Bond Fd Investor ClassJanelle S. Bynum OR-5
- BALI iShares U.S. Large Cap Premium Income Active ETFNanette Diaz Barragán CA-44
- BALL Ball Corporation Common Stock
- BAM Brookfield Asset Management Inc Class A Limited Voting SharesGlenn Ivey MD-4
- BAP Credicorp Ltd. Common StockJosh Gottheimer NJ-5
- BATRK Liberty Media Corporation - Series C Liberty BravesThomas H. Kean, Jr. NJ-7
- BBGSX Bridge Builder Small/Mid Cap growth FundPatrick Ryan NY-18
- BBH VanEck Biotech ETFAshley Hinson IA-2
- BBHY JPMorgan BetaBuilders USD High Yield Corporate Bond ETFJoe Courtney CT-2
- BBVA Banco Bilbao Vizcaya Argentaria S.A.Josh Gottheimer NJ-5
- BBVSX Bridge Builder Small/Mid Cap Value FundPatrick Ryan NY-18
- BCBC BITCOIN BANCORPAdrian Smith NE-3
- BCLYF Barclays Plc Ord Ordinary Shares
- BDOKX iShares MSCI Total International Index Fund - Class KCleo Fields LA-6
- BETZ Roundhill Sports Betting & iGaming ETFDeborah K. Ross NC-2
- BF.B Brown Forman Inc Class B Common StockLucy McBath GA-6
- BFACX The Bond Fund of America, Class C SharesClay Fuller GA-14
- BFGIX Baron Focused Growth Fund Inst ShsRick Larsen WA-2
- BFIGX American Funds Inflation Linked Bond Fund - Class F-2Ralph Norman SC-5
- BGRN iShares USD Green Bond ETFBecca Balint VT
- BGSAX BlackRock Science and Technology Opportunities Portf Investor ARobert Menendez NJ-8
- BGSIX BlackRock Science & Technology Opportunities Portf Insti ClassJulia Letlow LA-5
- BHYAX BlackRock High Yield Bond Portfolio - Class AMorgan McGarvey KY-3
- BHYIX BlackRock High Yield Portfolio - InstitutionalJoe Courtney CT-2
- BIBDX BlackRock Global Dividend Ptf InstitutionalPat Fallon TX-4
- BILS SPDR Bloomberg 3-12 Month T-Bill ETFChellie Pingree ME-1
- BITO ProShares Bitcoin ETFAshley Hinson IA-2
- BLDP Ballard Power Systems, Inc. - Common SharesAustin Scott GA-8
- BLOK Amplify Transformational Data Sharing ETFKat Cammack FL-3
- BN Brookfield Corporation Class A Limited Voting SharesGlenn Ivey MD-4
- BNMLX BlackRock National Municipal Fund BlackRock SharesMarilyn Strickland WA-10
- BOSOX Boston Trust Walden Small Cap FundBecca Balint VT
- BOXX EA Series Trust Alpha Architect 1-3 Month Box ETFRoger Williams TX-25
- BRBS Blue Ridge Bankshares, Inc. Common StockRobert J. Wittman VA-1
- BRCYX Invesco Balanced-Risk Commodity Strategy Fund Class YNathaniel Moran TX-1
- BRKR Bruker Corporation - Common StockLucy McBath GA-6
- BRMSX Bramshill Income Performance Fund - Institutional ClassGreg Landsman OH-1
- BSCFX Baron Small Cap FundMaggie Goodlander NH-2
- BSFIX Baron Small Cap Fund Inst ShsFrank Pallone, Jr. NJ-6
- BUD Anheuser-Busch Inbev SA Sponsored ADRKevin Hern OK-1
- BUI BlackRock Utility, Infrastructure & Power Opportunities TrustPete Sessions TX-17
- BVAOX Madison SM Cap Fd (Formerly Broadview Oppty Fd)Bradley Scott Schneider IL-10
- BXMIX Blackstone Alternative Multi-Strategy Fund Class IPat Fallon TX-4
- BXMT Blackstone Mortgage Trust, Inc. Common StockAndy Barr KY-6
- CABDX AB Relative Value Fund - AJimmy Patronis FL-1
- CABNX AB Global Risk Allocation Fund, Inc. - Class ABrad Finstad MN-1
- CAG ConAgra Brands, Inc.
- CAR Avis Budget Group, Inc. - Common StockJimmy Patronis FL-1
- CDDYX Columbia Dividend Income Fund Class I3Robert Menendez NJ-8
- CELH Celsius Holdings, Inc.Jimmy Patronis FL-1
- CEMIX Causeway Emerging Markets Fund Insti ClJoe Courtney CT-2
- CFAAX The Bond Fund of America, Class 529-A SharesJimmy Panetta CA-19
- CFLGX ClearBridge Tactical Dividend Income Fund Class ASydney Kamlager-Dove CA-37
- CFLT Confluent, Inc. - Class A Common Stock
- CFN CareFusion CorporationJoyce Beatty OH-3
- CGBL Capital Group Core Balanced ETFJim Jordan OH-4
- CGFCX The Growth Fund of America Class 529-C SharesMarc A. Veasey TX-33
- CGGE Capital Group Global Equity ETFBrad Knott NC-13
- CGGO Capital Group Global Growth Equity ETFBrad Knott NC-13
- CGPCX American Funds Growth Portfolio Class 529-CJimmy Panetta CA-19
- CGUS Capital Group Core Equity ETFBrad Knott NC-13
- CHE Chemed Corp
- CHGCY Chugai Pharmaceutical Ltd Unsponsored ADRJosh Gottheimer NJ-5
- CIMAX The Income Fund of America, Class 529-A SharesJimmy Panetta CA-19
- CIRAX Capital Income Builder Class 529-A SharesJimmy Panetta CA-19
- CLBAX American Balanced Fund, Class 529-A SharesAndrea Salinas OR-6
- CLM Cornerstone Strategic Investment Fund, Inc. Common SharesMike Bost IL-12
- CLMVX Columbia Mortgage Opportunities Fund Class I2Rashida Tlaib MI-12
- CLOV Clover Health Investments, Corp. - Class A Common stock
- CM Canadian Imperial Bank of CommerceLaura Friedman CA-30
- CMCYX Van Eck CM Commodity Index Fd Cl YNathaniel Moran TX-1
- CMVYX Columbia Select Mid Cap Value Fund Class I3Matt Van Epps TN-7
- CNC Centene Corporation Common Stock
- CNQ Canadian Natural Resources Limited Common StockLucy McBath GA-6
- CNSWF CONSTELLATION SFTWRE INCLucy McBath GA-6
- CNWAX New World Fund, Inc., Class 529-A SharesJimmy Panetta CA-19
- CODI D/B/A Compass Diversified Holdings Shares of Beneficial InterestBrian Babin TX-36
- COMP Compass, Inc. Class A Common StockLucy McBath GA-6
- COPX Global X Copper Miners ETFMark Alford MO-4
- CPRI Capri Holdings Limited Ordinary SharesLucy McBath GA-6
- CPRT Copart, Inc. - Common Stock
- CPT Camden Property Trust Common Stock
- CPXIX Cohen & Steers Preferred Securities and Income Fund Inc. Class IJoe Courtney CT-2
- CRH CRH PLC Ordinary SharesLucy McBath GA-6
- CROX Crocs, Inc. - Common StockJimmy Patronis FL-1
- CSCZX Columbia Small Cap Value Fund I Class IBecca Balint VT
- CSHZX NYLI Cushing MLP Premier Fund Class IRick Larsen WA-2
- CSPAX SMALLCAP World Fund, Inc., Class 529-A SharesJimmy Panetta CA-19
- CSRSX Cohen & Steers Realty Shares, Inc.Mark B. Messmer IN-8
- CTBI Community Trust Bancorp, Inc.James Comer KY-1
- CVRS Corindus Vascular Robotics, Inc.James Comer KY-1
- CW Curtiss-Wright Corporation Common StockJonathan L. Jackson IL-1
- CWIAX Capital World Growth and Income Fund Class 529-A SharesJimmy Panetta CA-19
- CYTK Cytokinetics, Incorporated - Common Stock
- DASTY Dassault Systemes, S.A. American Depositary SharesJosh Gottheimer NJ-5
- DBLEX DOUBLELINE EMERGINGPat Fallon TX-4
- DBRBZ BD 529 BR MID CAP GRTH EQ C (Jared Moskowitz FL-23
- DBSDF Dbs Group Holdings Ltd Ord Ordinary Shares
- DDFRX Invesco Diversified Dividend Class RJames Gallagher CA-1
- DDOG Datadog, Inc. - Class A Common Stock
- DDVIX Macquarie Value Fund InstitutionalLizzie Fletcher TX-7
- DDWM WisdomTree Dynamic International Equity FundTom Barrett MI-7
- DEMZ Democratic Large Cap Core ETF
- DES WisdomTree U.S. SmallCap Dividend FundAshley Hinson IA-2
- DFIVX DFA International Value PortfolioMatt Van Epps TN-7
- DFNSG UBT 529 DFA INTL SMALL CO AJared Moskowitz FL-23
- DFSCX DFA U.S. Micro Cap Portfolio
- DFSVX DFA U.S. Small Cap Value Portfolio
- DGS WisdomTree Emerging Market SmallCap FundChellie Pingree ME-1
- DHLRX Diamond Hill Large Cap Fund I SharesJennifer A. Kiggans VA-2
- DHSIX Diamond Hill Small Cap Fund Class IJohn Joyce PA-13
- DIAL Columbia Diversified Fixed Income Allocation ETFKevin Hern OK-1
- DJT Trump Media & Technology Group Corp. - Common StockJimmy Patronis FL-1
- DKS Dick's Sporting Goods Inc Common StockJohn J. McGuire III VA-5
- DLDRX BNY Mellon Natural Resources Fund Class IChris Pappas NH-1
- DLTNX DoubleLine Total Return Bond Fund Class NCliff Bentz OR-2
- DOC Healthpeak Properties, Inc. Common StockRobert B. Aderholt AL-4
- DOMIX Domini Impact International Equity Fund Investor Shares
- DOX Amdocs Limited - Ordinary SharesLucy McBath GA-6
- DPZ Domino's Pizza Inc - Common Stock
- DRBCZ BD 529 BR MID CAP GRTH EQ AJared Moskowitz FL-23
- DRLL EA Series Trust Strive U.S. Energy ETFMike Kennedy UT-3
- DRMCX Virtus Silvant Mid-Cap Growth Fund InstlChris Pappas NH-1
- DSCSY DISCO CORP UNSP /ADRJosh Gottheimer NJ-5
- DURPX U.S. High Relative Profitability Portfolio Institutional Class
- DVMT Dell Technologies Inc. Class VDavid P. Joyce OH-14
- DWOAX BNY Mellon Research Growth Fund, Inc. Class AMark B. Messmer IN-8
- DXCM DexCom, Inc. - Common Stock
- DXJ WisdomTree Japan Hedged Equity FundMorgan Luttrell TX-8
- DY Dycom Industries, Inc. Common StockJulia Letlow LA-5
- EAF GrafTech International Ltd. Common StockRobert F. Onder, Jr. MO-3
- EAT Brinker International, Inc. Common StockLucy McBath GA-6
- EBBGF ENBRIDGE CUM PREF SR 1Robert F. Onder, Jr. MO-3
- EBND SPDR Bloomberg Emerging Markets Local Bond ETFRobert Menendez NJ-8
- EEMA iShares MSCI Emerging Markets Asia ETFJohn H. Rutherford FL-5
- EG Everest Group, Ltd. Common Stock
- EGFFX Edgewood Growth Fund RetailCliff Bentz OR-2
- EGFIX Edgewood Growth Fund InstiClay Fuller GA-14
- EIBIX Eaton Vance Income Fd of Boston Insti ShsClay Fuller GA-14
- EIF TIAA-CREF Retirement-TIAA Traditional
- EIFHX Eaton Vance Floating Rate & High Income Fund Insti ClRalph Norman SC-5
- EIGOX Eaton Vance Government Obligations Fund Class IGreg Landsman OH-1
- EIVIX Allspring Special Large Cap Value - IGeorge Latimer NY-16
- ELAN Elanco Animal Health IncorporatedLaura Friedman CA-30
- EMLC VanEck J. P. Morgan EM Local Currency Bond ETMadeleine Dean PA-4
- ENGQF ENGIE SA ORD
- ENPH Enphase Energy, Inc.
- ENR Energizer Holdings, Inc. Common StockJimmy Patronis FL-1
- EPOAY EPIROC AKTIEBOLAG S/ADR AJosh Gottheimer NJ-5
- EQH Equitable Holdings, Inc. Common StockLucy McBath GA-6
- EQNR Equinor ASADaniel Meuser PA-9
- EQT EQT Corporation Common Stock
- ERIE Erie Indemnity Company - Class A Common Stock
- ESPNX Allspring Special Small Cap Value Fund Institutional ClassClay Fuller GA-14
- ESTC Elastic N.V. Ordinary Shares
- ETH Grayscale Ethereum Staking Mini ETF SharesRashida Tlaib MI-12
- ETV Eaton Vance Corporation Eaton Vance Tax-Managed Buy- Write Opportunities Fund Common Shares of BenefiKevin Hern OK-1
- EWG iShares MSCI Germany Index FundMorgan Luttrell TX-8
- EXE Expand Energy Corporation - Common StockJulia Letlow LA-5
- EXLS ExlService Holdings, Inc. - Common StockLucy McBath GA-6
- EXPO Exponent, Inc. - Common Stock
- FACGX Fidelity Advisor Series II: Fidelity Advisor Growth Opportunities FundDarin LaHood IL-16
- FAFTX Franklin Federal Tax Free Income Fund Advisor ClassGlenn Ivey MD-4
- FAS Direxion Financial Bull 3X SharesDan Crenshaw TX-2
- FBCG Fidelity Blue Chip Growth ETFDave Min CA-47
- FBNRX TPLN Global Bond Fund Cl R6Patrick Ryan NY-18
- FBSAX Franklin Mutual U.S. Mid Cap Value Fund - Advisor ClassKathy Castor FL-14
- FCGAX Franklin Growth Fund Advisor ClassKathy Castor FL-14
- FCNCA First Citizens BancShares, Inc. - Class A Common StockThomas H. Kean, Jr. NJ-7
- FCNYX Fidelity Advisor Conservative Income Bond Fund - Class ZBecca Balint VT
- FCPIX Fidelity Advisor International Capital Appreciation Fund: Class IRichard McCormick GA-7
- FCPVX Fidelity Small Cap Value FundSylvia R. Garcia TX-29
- FDAGX Fidelity Advisor Consumer Staples Fund Class A
- FDIKX Fidelity Diversified International Fund Class KMike Kennedy UT-3
- FDS FactSet Research Systems Inc. Common Stock
- FDT First Trust Developed Markets Ex-US AlphaDEX FundMichael Lawler NY-17
- FDVV Fidelity High Dividend ETFAnalilia Mejia NJ-11
- FEGIX First Eagle Gold Fund Class IJohn Garamendi CA-8
- FEHIX First Eagle High Yield Municipal Fund Class IRick Larsen WA-2
- FEIFX FIST Equity Income Fund - Advisor ClassKathy Castor FL-14
- FEM First Trust Emerging Markets AlphaDEX FundMark Alford MO-4
- FFLC Fidelity Fundamental Large Cap Core ETFDave Min CA-47
- FFODX OklahomaDream 529 Small Cap Portfolio Class CStephanie I. Bice OK-5
- FFRHX Fidelity Floating Rate High IncomeRandy Fine FL-6
- FGBPX Fidelity Advisor Investment Grade Bond Fund: Class IMike Carey OH-15
- FGJEX Fidelity Advisor Growth & Income Fund - Class ZRobert B. Aderholt AL-4
- FGROX Emerald Growth Fund Institutional ClassDwight Evans PA-3
- FGZMX Fidelity New Markets Income Fund Class IChris Pappas NH-1
- FHESX Federated Hermes SDG Engagement Equity Fund IS ClassJoe Courtney CT-2
- FHHIX Federated Hermes SDG Engagement High Yield Credit Fund IS ClassJoe Courtney CT-2
- FI Fiserv, Inc. Common StockThomas H. Kean, Jr. NJ-7
- FIHLX Federated Instl HI-Yld BD R6Marilyn Strickland WA-10
- FIMVX Fidelity Mid Cap Value Index FundRobert B. Aderholt AL-4
- FINMF LEONARDO SPA ORD
- FIOFX Fidelity Freedom Index 2045 Fund - Investor ClassNikema Williams GA-5
- FIP FTAI Infrastructure Inc.Brian Babin TX-36
- FITFX Fidelity Flex International Index FundGabe Amo RI-1
- FIX Comfort Systems USA, Inc. Common StockByron Donalds FL-19
- FIXIX Fidelity Advisor International Small Cap Fund: Class IRick Larsen WA-2
- FLAPX Fidelity Flex Mid Cap Index FundGabe Amo RI-1
- FLOT iShares Floating Rate Bond ETFRaul Ruiz CA-25
- FLQM Franklin U.S. Mid Cap Multifactor Index ETFMatt Van Epps TN-7
- FMB First Trust Managed Municipal ETFMark Alford MO-4
- FMC FMC Corporation Common StockDan Newhouse WA-4
- FMIMX FMI Common Stock Fund Investor ClassRick Larsen WA-2
- FMSCX Fidelity Advisor Mortgage Securities Fund: Class IScott Franklin FL-18
- FMX Fomento Economico Mexicano S.A.B. de C.V.Josh Gottheimer NJ-5
- FNDC Schwab Fundamental International Small Equity ETFRobert Menendez NJ-8
- FNMIX Fidelity New Markets Income FundRandy Fine FL-6
- FNODX OklahomaDream 529 Strategic Dividend & Income Portfolio Class AStephanie I. Bice OK-5
- FNRAX Franklin Strategic Series Natural Resources Fund Advisor ClassPat Fallon TX-4
- FNWFX New World Fund, Inc. - Class F-3Marilyn Strickland WA-10
- FOKFX Fidelity OTC K6 PortfolioMatt Van Epps TN-7
- FOSFX Fidelity Overseas FundLizzie Fletcher TX-7
- FOXA Fox Corporation - Class A Common StockJulie Johnson TX-32
- FPACX FPA Funds Trust, FPA Crescent Portfolio Institutional ClassJoseph D. Morelle NY-25
- FPFD Fidelity Preferred Securities & Income ETF
- FPNRX FPA New Income Fund - Investor ClassJanelle S. Bynum OR-5
- FQAL Fidelity Quality Factor ETFKevin Hern OK-1
- FQVLF FIRST QUANTUM MINERALSLucy McBath GA-6
- FRCZX Franklin California Intermediate-Term Tax Free Income Fd Adv ClKathy Castor FL-14
- FRDAX Franklin Rising Dividends Fund Advisor ClassKathy Castor FL-14
- FREL Fidelity MSCI Real Estate Index ETFKevin Hern OK-1
- FRFZX PGIM Floating Rate Income Fund Class ZRaul Ruiz CA-25
- FRIFX Fidelity Real Estate IncomeMike Levin CA-49
- FRIRX Fidelity Advisor Real Estate Income Fund: Class IGlenn Ivey MD-4
- FRISX FMT Rising Dividends Fd Cl R6Marc A. Veasey TX-33
- FSCRX Fidelity Small Cap Discovery FundMike Levin CA-49
- FSGAX Franklin Small -Mid Cap Growth Fund Advisor ClassKathy Castor FL-14
- FSHBX Fidelity Short Term Bond FundRandy Fine FL-6
- FSHGX Fidelity SAI High Income FundDave Min CA-47
- FSLR First Solar, Inc. - Common StockLucy McBath GA-6
- FSPTX Fidelity Select Technology
- FSRIX Fidelity Advisor Strategic Income Fund: Class IGlenn Ivey MD-4
- FSSL FS Specialty Lending Fund Common Shares of Beneficial InterestTim Walberg MI-5
- FTABX Fidelity Tax-Free Bond FundDerek Schmidt KS-2
- FTHNX FullerThaler Behavioral Small-Cap Equity Fund Investor SharesCliff Bentz OR-2
- FTI TechnipFMC plc Ordinary ShareLance Gooden TX-5
- FTKFX Fidelity Total Bond K6 FundHakeem S. Jeffries NY-8
- FTRNX Fidelity Trend FundDavid Schweikert AZ-1
- FTV Fortive Corporation Common Stock
- FTXN First Trust Nasdaq Oil & Gas ETFMichael Lawler NY-17
- FUEMX Fidelity Flex Conservative Income Municipal Bond FundGabe Amo RI-1
- FUENX Fidelity Flex Municipal Income FundGabe Amo RI-1
- FUND Sprott Focus Trust, Inc. - Closed End FundAugust Pfluger TX-11
- FUNFX American Funds Fundamental Investors - Class F-3Roger Williams TX-25
- FXG First Trust Cons. Staples AlphaDEXMark Alford MO-4
- FXO First Trust Financials AlphaDEXMichael Lawler NY-17
- FXU First Trust Utilities AlphaDEX FundMark Alford MO-4
- FZOLX Fidelity SAI Low Duration Bond FundDave Min CA-47
- FZROX Fidelity Total Market Index FundVal T. Hoyle OR-4
- GACIX The Gabelli Small Cap Growth Fund Class IBrian Babin TX-36
- GBOOY Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADRJosh Gottheimer NJ-5
- GEO Geo Group IncRobert F. Onder, Jr. MO-3
- GFACX The Growth Fund of America Class C SharesClay Fuller GA-14
- GFSDX Columbia Dividend Income Fund Class SAshley Hinson IA-2
- GIRPX Goldman Sachs Emerging Markets Equity Insights Fund - Investor ClassRick Larsen WA-2
- GLAXF GSK PLCAnalilia Mejia NJ-11
- GLPI Gaming and Leisure Properties, Inc. - Common StockRobert B. Aderholt AL-4
- GMAB Genmab A/S - American Depositary SharesJosh Gottheimer NJ-5
- GNPX Genprex, Inc. - Common StockTim Moore NC-14
- GPC Genuine Parts CompanyDaniel Meuser PA-9
- GPHOF GRAPHITE ONE INC
- GPK Graphic Packaging Holding Company
- GPS Gap, Inc.Kevin Hern OK-1
- GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundMark Alford MO-4
- GSIRX Goldman Sachs Total Emerging Markets Income Fund Class InvestorGeorge Latimer NY-16
- GSTGX Goldman Sachs Short Duration Government Fd Institutional SharesBrian Babin TX-36
- GTLB GitLab Inc. - Class A Common Stock
- GTLS Chart Industries, Inc.Josh Gottheimer NJ-5
- GUR SPDR S&P Emerging Europe ETFDavid P. Joyce OH-14
- GURU Global X Guru Index ETFJared Moskowitz FL-23
- GWPAX American Funds Growth Portfolio Class AMarc A. Veasey TX-33
- HAP VanEck Natural Resources ETFMark Alford MO-4
- HAUZ Xtrackers International Real Estate ETFRobert Menendez NJ-8
- HAVLX Harbor Large Cap Value Fund Insti ClJohn J. McGuire III VA-5
- HCSG Healthcare Services Group, Inc. - Common Stock
- HDB HDFC Bank LimitedJosh Gottheimer NJ-5
- HDGFX The Hartford Dividend & Growth Fund Class FMarc A. Veasey TX-33
- HEDJ WisdomTree Europe Hedged Equity FundVince Fong CA-20
- HEFA iShares Currency Hedged MSCI EAFE ETFRashida Tlaib MI-12
- HEI.A Heico Corporation Common StockLucy McBath GA-6
- HERO Global X Video Games & Esports ETFMark Alford MO-4
- HESAF Hermes Intl S A Ordinary Shares
- HFMCX Hartford MidCap Fund Class AJanice D. Schakowsky IL-9
- HFMIX The Hartford MidCap Fund Class IClay Fuller GA-14
- HFXI NYLI FTSE International Equity Currency Neutral ETFMike Carey OH-15
- HGOYX The Hartford Growth Opportunities Fund - Class YBecca Balint VT
- HHHYX Hartford Schroders Emerging Markets Equity Fund Class YBecca Balint VT
- HICGX Hennessy Cornerstone Growth Fund Institutional ClassChris Pappas NH-1
- HIMU iShares High Yield Muni Active ETFJulia Letlow LA-5
- HLIPX JPMorgan Core Plus Bond Fund I ClassGeorge Latimer NY-16
- HLMN Hillman Solutions Corp. - Common Stock
- HLQVX JPMorgan Large Cap Value Fund I ClassGeorge Latimer NY-16
- HMVFX The Hartford MidCap Value Fund Class FMarc A. Veasey TX-33
- HNDL Strategy Shares Nasdaq 7HANDL Index ETFPete Sessions TX-17
- HOLX Hologic, Inc.Laura Friedman CA-30
- HPQ HP Inc.
- HRB H&R Block, Inc. Common StockLucy McBath GA-6
- HRL Hormel Foods CorporationKevin Hern OK-1
- HRLFX Hartford Real Asset Fund - Class FMark Alford MO-4
- HSHCY HAIER SMART HOME U/ADRJosh Gottheimer NJ-5
- HSIC Henry Schein, Inc. - Common Stock
- HST Host Hotels & Resorts, Inc.
- HSWFX Hartford Schroders International Stock Fund Class FMarc A. Veasey TX-33
- HTLD Heartland Express, Inc.Thomas H. Kean, Jr. NJ-7
- HTRB Hartford Total Return Bond ETFJim Jordan OH-4
- HUBB Hubbell Inc Common Stock
- HWDAX The Hartford World Bond Fd Cl AJanice D. Schakowsky IL-9
- IAG Iamgold Corporation Ordinary SharesBrian Babin TX-36
- IARRX Invesco Real Estate Fund Class R Shares
- IBAFX Intermediate Bond Fund of America, Class F-2 ShsJosh Gottheimer NJ-5
- IBDSF Iberdrola SA Bilbao Ordinary Shares
- IBUY Amplify ETF Trust Amplify Online Retail ETFMichael Lawler NY-17
- ICLN iShares Global Clean Energy ETFDave Min CA-47
- ICSFX Invesco Comstock FundRoger Williams TX-25
- IDEV iShares Core MSCI International Developed Markets ETFJulia Letlow LA-5
- IEGFX Invesco International Small Company Fund Cl R6Dan Newhouse WA-4
- IETC iShares U.S. Tech Independence Focused ETFEugene Simon Vindman VA-7
- IEUR iShares Core MSCI Europe ETFJohn H. Rutherford FL-5
- IFAFX The Income Fund of America, Class F-1 SharesJoseph D. Morelle NY-25
- IFF International Flavors & Fragrances, Inc. Common Stock
- IGE iShares North American Natural Resources ETFRaul Ruiz CA-25
- IGPT Invesco AI and Next Gen Software ETFMark Alford MO-4
- IGRFX Macquarie Mid Cap Growth Fund R6Randy K. Weber, Sr. TX-14
- IGSB iShares 1-5 Year Investment Grade Corporate Bond ETFJoseph D. Morelle NY-25
- IHOIX The Hartford International Opportunites Fd Cl IBrian Babin TX-36
- IIBPX Voya Intermediate Bond Portfolio Adviser
- IIFIX Voya Balanced Income Portfolio Class IChristian D. Menefee TX-18
- IJS iShares S&P SmallCap 600 Value ETFLizzie Fletcher TX-7
- IJSAX VY JPMorgan Small Cap Core Equity Portfolio Adviser
- ILTB iShares Core 10 Year USD Bond ETFRashida Tlaib MI-12
- IMCG iShares Morningstar Mid-Cap Growth ETFRashida Tlaib MI-12
- IMO Imperial Oil Limited Common StockLucy McBath GA-6
- INCY Incyte Corporation - Common Stock
- INSM Insmed IncorporatedJosh Gottheimer NJ-5
- INTF iShares International Equity Factor ETFNathaniel Moran TX-1
- IOO iShares Global 100 ETFPat Fallon TX-4
- IPO Renaissance IPO ETFMichael Lawler NY-17
- IT Gartner, Inc.
- ITHAX Hartford Capital Appreciation Fund - Class ANikki Budzinski IL-13
- IVHIX Macquarie High Income Fund InstitutionalDerek Schmidt KS-2
- IVKSX VY Invesco Comstock Portfolio ServiceChristian D. Menefee TX-18
- IVOSX Macquarie Mid Cap Income Opportunities Fund R6Sylvia R. Garcia TX-29
- IYE iShares U.S. Energy ETFKat Cammack FL-3
- IYZ iShares U.S. Telecommunications ETFRalph Norman SC-5
- JASOX John Hancock Funds II New Opportunities FundThomas H. Kean, Jr. NJ-7
- JBLU JetBlue Airways Corporation - Common StockJimmy Patronis FL-1
- JDBAX Janus Henderson Balanced Fund - A Shares
- JDESX JPMorgan U.S. Research Enhanced Equity Fund - I ClassJulia Letlow LA-5
- JDIBX John Hancock Disciplined Value International Fund Class AAndy Barr KY-6
- JENIX Jensen Quality Growth Fund Cl IClay Fuller GA-14
- JFAMX JP Morgan Emerging Markets Equity Fund AMarilyn Strickland WA-10
- JGVVX JPMorgan Growth Advantage Fund R6Zachary Nunn IA-3
- JHBSX John Hancock Bond Fd Cl R6Marilyn Strickland WA-10
- JHQTX JPMorgan Hedged Equity 3 Fund Class I
- JIG JPMorgan International Growth ETFJoe Courtney CT-2
- JKHY Jack Henry & Associates, Inc. - Common Stock
- JMUB JPMorgan Municipal ETFDerek Schmidt KS-2
- JOE St. Joe CompanyJimmy Patronis FL-1
- JPPEX JPMorgan Mid Cap Equity Fund - R6Patrick Ryan NY-18
- JRAIX Janus Henderson Research Fund - I SharesBecca Balint VT
- JVCNX John Hancock Variable Insurance Trust Core Bond Trust Class NAV
- JVLIX John Hancock Fds III Disciplined Value Fund Class IBecca Balint VT
- JVMIX John Hancock Fds III Disciplined Value Mid Cap Fd Class IClay Fuller GA-14
- JWN Nordstrom, Inc. Common StockJimmy Patronis FL-1
- KD Kyndryl Holdings, Inc.Lloyd Doggett TX-37
- KEYS Keysight Technologies Inc. Common StockRobert F. Onder, Jr. MO-3
- KMF Kayne Anderson NextGen Energy & Infrastructure, Inc.Vince Fong CA-20
- KMTUY Komatsu Ltd Ord American Depositary SharesJosh Gottheimer NJ-5
- KNX Knight-Swift Transportation Holdings Inc.Lucy McBath GA-6
- KRE SPDR S&P Regional Banking ETFAndy Barr KY-6
- LBDFX LORD ABBETT BONDPat Fallon TX-4
- LBFIX ClearBridge Select Fd IRick Larsen WA-2
- LBKCZ BD 529 BLACKROCK EMRG MKT AJared Moskowitz FL-23
- LBNOX Lord Abbett Bond Debenture Class F3Analilia Mejia NJ-11
- LBRDK Liberty Broadband Corporation - Class CAugust Pfluger TX-11
- LBTYK Liberty Global plc - Class C Ordinary SharesThomas H. Kean, Jr. NJ-7
- LCGFX WmBlair Large Cap Growth Fund Class IJennifer A. Kiggans VA-2
- LCGJX William Blair Large Cap Growth Fund Class R6
- LFMIX LoCorr Macro Strategies Fund - Class IChris Pappas NH-1
- LFRAX Lord Abbett Inv Tr, Lord Abbett Floating Rate Fd - Cl AHakeem S. Jeffries NY-8
- LGBNX Loomis Sayles Investment Grade Bond Fd Cl NMarilyn Strickland WA-10
- LGN Legence Corp. - Class A Common stock
- LII Lennox International, Inc. Common Stock
- LIKIX BlackRock LifePath Index 2040 Port Insti ClMonica De La Cruz TX-15
- LION Lionsgate Studios Corp Common SharesThomas H. Kean, Jr. NJ-7
- LITE Lumentum Holdings Inc. - Common StockLucy McBath GA-6
- LKQ LKQ Corporation - Common Stock
- LLYVA Liberty Media Corporation - Series A Liberty Live Common StockThomas H. Kean, Jr. NJ-7
- LMGNX ClearBridge International Growth Fund Class IRick Larsen WA-2
- LMND Lemonade, Inc. Common Stock
- LOGVX Lord Abbett Income Class F3Zachary Nunn IA-3
- LRLCY L'Oreal Co. American Depositary SharesJosh Gottheimer NJ-5
- LSBDX Loomis Sayles Funds - Bond Fund Institutional ClassRandy Fine FL-6
- LSSNX Loomis Sayles Small Cap Growth Fd Cl NMorgan Luttrell TX-8
- LST Leuthold Select Industries ETF
- LSWWX Loomis Sayles Global Allocation Fund Class YChris Pappas NH-1
- LUMN Lumen Technologies, Inc. Common StockJared Moskowitz FL-23
- LVMUY LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary ReceiptLucy McBath GA-6
- LW Lamb Weston Holdings, Inc. Common StockJimmy Patronis FL-1
- MARA Marathon Digital Holdings, Inc. - Common Stock
- MBC MasterBrand, Inc.J. French Hill AR-2
- MBFJF Mitsubishi UFJ Financial Group Inc Ordinary Shares
- MCVIX MFS Mid Cap Value Fund - Class IBecca Balint VT
- MDDVX BlackRock Eq Dividend ACliff Bentz OR-2
- MEMAX MFS Foreign & Colonial Emerging Markets Equity Fund ABeth Van Duyne TX-24
- MFC Manulife Financial CorporationJosh Gottheimer NJ-5
- MFEKX MFS Growth Fund Class R6Roger Williams TX-25
- MFSI MFS Active International ETFJim Jordan OH-4
- MGA Magna International, Inc. Common StockDan Newhouse WA-4
- MGGIX Morgan Stanley Institutional Fund Global Opportunity Portfolio Class IJennifer A. Kiggans VA-2
- MGK Vanguard Mega Cap Growth ETFRichard McCormick GA-7
- MIDLX MFS International New Discovery Fund Class R6Analilia Mejia NJ-11
- MIOPX MSIF International Opportunity Fund Class ARashida Tlaib MI-12
- MKTX MarketAxess Holdings, Inc.Josh Gottheimer NJ-5
- MLPA Global X MLP ETFJoe Courtney CT-2
- MLPI UBS AG ETNDavid P. Joyce OH-14
- MLPOX Invesco SteelPath MLP Alpha Fund Class YRick Larsen WA-2
- MMS Maximus, Inc. Common StockLucy McBath GA-6
- MMU Western Asset Managed Municipals Fund, Inc.Debbie Dingell MI-6
- MNDY monday.com Ltd. - Ordinary Shares
- MNNAX Victory Munder Multi-Cap Fund Class AMike Collins GA-10
- MNOSX Manning & Napier Overseas Series Class SBradley Scott Schneider IL-10
- MOH Molina Healthcare Inc Common Stock
- MOJOX Donoghue Forlines Momentum Fund Class IJohn Joyce PA-13
- MRDVX BlackRock Eq Dividend R
- MRGAX MFS Series Trust I: MFS Core Equity Fund - Class ASharice Davids KS-3
- MRGKX MFS Core Equity Fund Class R6Cleo Fields LA-6
- MRNA Moderna, Inc. - Common StockJasmine Crockett TX-30
- MSXAX NYLI S&P 500 Index Fund Class A
- MTD Mettler-Toledo International, Inc. Common Stock
- MTDBZ BD 529 BLACKROCK EMRG MKT CJared Moskowitz FL-23
- MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded FundDerek Schmidt KS-2
- MUR Murphy Oil Corporation Common StockJimmy Patronis FL-1
- MURJX Retirement 2035 FundHillary J. Scholten MI-3
- MWECX MFS Global Equity Fund Class CIlhan Omar MN-5
- MXIIX Touchstone Flexible Income Fd Cl YJohn J. McGuire III VA-5
- MYSIX Victory Trivalent International Small-Cap CL YJennifer A. Kiggans VA-2
- NASDX Nasdaq-100 Index Fund Investor ClassRalph Norman SC-5
- NBDCA UBT 529 DELAWARE SM CAP CORE AJared Moskowitz FL-23
- NBDCC UBT 529 DELAWARE SM CAP CORE CJared Moskowitz FL-23
- NBGEX Neuberger Berman Genesis TrustMorgan McGarvey KY-3
- NGG National Grid Transco, PLC National Grid PLCLucy McBath GA-6
- NJTFX New Jersey Tax-Free Bond FundAnalilia Mejia NJ-11
- NLR VanEck Uranium and Nuclear ETFMark Alford MO-4
- NNJAX Nuveen Flagship New Jersey Muni Bd Fd Cl ARobert Menendez NJ-8
- NOINX Northern Funds International Equity Index PortfolioRalph Norman SC-5
- NPFCX New Perspective Fund, Class C SharesClay Fuller GA-14
- NRGSX Neuberger Berman Genesis Fd Cl R6
- NSVAX Columbia Small Cap Value Fund II Class ISylvia R. Garcia TX-29
- NTDIX Nationwide Destination 2055 Fund Class R6
- NTES NetEase, Inc. - American Depositary Shares, each representing 5 ordinary sharesJosh Gottheimer NJ-5
- NTRA Natera, Inc. - Common StockJosh Gottheimer NJ-5
- NU Nu Holdings Ltd. Class A Ordinary Shares
- NUMV Nuveen ESG Mid-Cap Value ETFJill N. Tokuda HI-2
- NVCR NovoCure Limited - Ordinary SharesSam T. Liccardo CA-16
- NVZMY Novozymes A/S Unsponsored American Depositary ReceiptJosh Gottheimer NJ-5
- NWOIX Nationwide Destination 2050 Fund Class R6
- NWS News Corporation - Class B Common Stock
- NWSA News Corporation - Class A Common Stock
- OAYMX Oakmark Fund Advisor ClassWilliam R. Keating MA-9
- ODVNX Invesco Developing Markets Fund Class R
- OGN Organon & Co.Kevin Hern OK-1
- OMFYX Invesco AMT-Free Municipal Income Fund Class YDerek Schmidt KS-2
- OPMYX Invesco Main Street Mid Cap Fund Class YBrian Babin TX-36
- ORI Old Republic International Corporation Common StockMark Harris NC-8
- OSMYX Invesco International Small-Mid Company Fund Class YRick Larsen WA-2
- OTCIX MFS Mid Cap Growth Fund - Class IJohn J. McGuire III VA-5
- PADZX PGIM Absolute Return Bond Fund Class ZMike Carey OH-15
- PALPX PIMCO All Asset Fund Class I-2Glenn Ivey MD-4
- PAR PAR Technology Corporation Common Stock
- PBDAX PIMCO Investment Grade Credit Bond Fund Class ACliff Bentz OR-2
- PBFKX Pioneer Bond Fund CLASS R6Randy K. Weber, Sr. TX-14
- PBLAX Principal Funds, Inc. Blue Chip Fund, Class AAustin Scott GA-8
- PBOIX Principal Fds, Inc. Bond Market Index Class R-3Kathy Castor FL-14
- PCGYX Putnam Convertible Securities Fund Class YRalph Norman SC-5
- PCLIX PIMCO COMMODITIESPLUS STRATEGY FD CL INSTITUTIONALFrank Pallone, Jr. NJ-6
- PCLNX PIMCO CommoditiesPLUS Strategy Fund Class I-3Rashida Tlaib MI-12
- PCRPX PIMCO CommodityRealReturn Strategy Fund Class I-2Pat Fallon TX-4
- PCTY Paylocity Holding Corporation - Common Stock
- PDARX Principal Funds, Inc.- Diversified Real Asset Fund, Class R-6Cleo Fields LA-6
- PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETFFrank Pallone, Jr. NJ-6
- PDBSX PGIM Total Return Bond Fund Class R4Morgan McGarvey KY-3
- PDIFX Principal Funds, Inc. - Diversified International Fund Class R-6Derek Tran CA-45
- PDM Piedmont Realty Trust, Inc. Class A Common StockRobert J. Wittman VA-1
- PEDPX PIMCO Extended Duration Fund Class I-2
- PEMMX Putnam Emerging Markets Equity Fd -AMike Collins GA-10
- PENN PENN Entertainment, Inc. - Common StockNellie Pou NJ-9
- PFBPX PIMCO International Bond FundJohn J. McGuire III VA-5
- PFINX PIMCO Preferred and Capital Securities Fund Class InstitutionalJohn Joyce PA-13
- PFOAX PIMCO International Bond FundCliff Bentz OR-2
- PFONX PIMCO International Bond FundRashida Tlaib MI-12
- PFPMX Parnassus Mid Cap Fund - Institutional SharesBecca Balint VT
- PGTQX PGIM Global Total Return Fund Class R6Analilia Mejia NJ-11
- PHLAX PGIM Jennison Health Sciences Fund Class AGrace Meng NY-6
- PHRCX Virtus Duff & Phelps Real Estate Securities Fund CBrian Babin TX-36
- PHTFX Principal Funds, Inc. Principal LifeTime Hybrid Income Fund, Institutional ClassKathy Castor FL-14
- PHX PHX Minerals Inc. Common StockLance Gooden TX-5
- PHYS Sprott Physical Gold Trust ETVSam T. Liccardo CA-16
- PICMX Virtus KAR Mid-Cap Growth Fund IRick Larsen WA-2
- PJRAX PGIM Quant Solutions International Equity Fund- Class AGrace Meng NY-6
- PJSQX PGIM Jennison Small Company Fund Class R6Dan Newhouse WA-4
- PKG Packaging Corporation of America Common StockRobert J. Wittman VA-1
- PKW Invesco BuyBack Achievers ETFRaul Ruiz CA-25
- PLDIX PIMCO Low Duration ESG Fund Institutional ClassBecca Balint VT
- PLUG Plug Power, Inc.Austin Scott GA-8
- PMOPX PIMCO Moderate Duration Fund Class I-2
- PMSBX Principal Fds, Inc.MidCap Fd Cl R-1
- PMZNX PIMCO Mortgage Opportunities and Bond Fund Class I-3Rashida Tlaib MI-12
- PNBAX Virtus NFJ Large Cap Value Fund Class ADavid Kustoff TN-8
- PNGAY PING AN INS CO OF CHINAJosh Gottheimer NJ-5
- PNQI Invesco Nasdaq Internet ETFBruce Westerman AR-4
- POAHF Porsche Automobil Holding SE Stuttgart Pref No VTG RTSJared Moskowitz FL-23
- PONAX PIMCO Income Fund Class AMorgan McGarvey KY-3
- PPH VanEck Pharmaceutical ETFAshley Hinson IA-2
- PQIAX Principal Fds, Inc. Equity Income Fd Cl ARandy Feenstra IA-4
- PRAPX PIMCO Total Return ESG Fund Class I-2Jill N. Tokuda HI-2
- PRBDX Principal Fds, Inc. Core Plus Bond Fund, Class AKathy Castor FL-14
- PRDGX T. Rowe Price Dividend Growth Fund, Inc.Analilia Mejia NJ-11
- PRDSX T. Rowe Price Integrated U.S. Small-Cap Growth Equity FundAnalilia Mejia NJ-11
- PRFRX T. Rowe Price Floating Rate Fund, Inc.Joe Courtney CT-2
- PRISX T. Rowe Price Financial Services Fund, Inc.Ralph Norman SC-5
- PRJZX PGIM Jennison Global Opportunities Fund Class ZRobert J. Wittman VA-1
- PRNDY PERNOD RICARD S A SP/ADRLucy McBath GA-6
- PRPZX PGIM Jennison MLP Fund Class ZRick Larsen WA-2
- PRSVX T. Rowe Price Small-Cap Value Fd Inc.Analilia Mejia NJ-11
- PSTG Pure Storage, Inc. Class A Common StockVal T. Hoyle OR-4
- PSTQX PGIM Short-Term Corporate Bond Fund Class R6Randy K. Weber, Sr. TX-14
- PTHRF PANTHEON RES PLC ORDBrad Knott NC-13
- PTTRX PIMCO Funds Total Return Fund Institutional SharesVal T. Hoyle OR-4
- PULS PGIM Ultra Short Bond ETFRobert J. Wittman VA-1
- PWDIX Donoghue Forlines Dividend Fund Class IJohn Joyce PA-13
- PWJZX PGIM Jennison International Opportunities Fund Class ZRick Larsen WA-2
- PWV Invesco Dynamic Large Cap Value ETFKevin Hern OK-1
- PXNIX Impax International Sustainable Economy Fund Institutional ClassJill N. Tokuda HI-2
- PYCHX Payden High Income Fund SI ClassGreg Landsman OH-1
- PYEMX Payden Emerging Markets Bond FundRalph Norman SC-5
- QAAGTX T. Rowe Price Equity Index 500 Portfolio
- QCBMPX CREF Core Bond Account - Class R2Madeleine Dean PA-4
- QCBMRX CREF Core Bond Account - Class R1Brad Finstad MN-1
- QCGRIX CREF Growth Account - R3Derek Schmidt KS-2
- QCSTFX CREF Stock Account - R4Grace Meng NY-6
- QLTY GMO U.S. Quality ETFWilliam R. Keating MA-9
- QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund - Closed End FundJoyce Beatty OH-3
- QSCCFX CREF Social Choice Account - R4Grace Meng NY-6
- QUSIX Pear Tree Polaris Foreign Value Small Cap Fund Insti ShsRick Larsen WA-2
- RARE Ultragenyx Pharmaceutical Inc. - Common Stock
- RBCAA Republic Bancorp, Inc. - Class AJames Comer KY-1
- RDGTX American Fds 2040 Target Date Retirement Fd Cl R4Derek Tran CA-45
- RECS Columbia Research Enhanced Core ETFMike Carey OH-15
- REG Regency Centers Corporation
- RELX RELX PLC PLC American Depositary SharesJulia Letlow LA-5
- RESVBX WTC-CIF Research ValueJill N. Tokuda HI-2
- REZ iShares Residential and Multisector Real Estate ETFPat Fallon TX-4
- RFNGX Fundamental Investors, Class R-6 Shares
- RGAGX The Growth Fund of America Class R-6 SharesJared F. Golden ME-2
- RGHYX RBC BlueBay High Yield Bond Fund Class IBecca Balint VT
- RICBX American Funds Investment Company of America® Class R-2Jared Moskowitz FL-23
- RIO Rio Tinto PlcJosh Gottheimer NJ-5
- RJF Raymond James Financial, Inc. Common StockJulie Johnson TX-32
- RMHSX Long Duration Bond Fund Class SFrank Pallone, Jr. NJ-6
- RNMBF Rheinmetall Ag Ordinary Shares
- RNR RenaissanceRe Holdings Ltd. Common StockMark Harris NC-8
- RNSIX RIVERNORTH DOUBLE LINEPat Fallon TX-4
- RPSIX T. Rowe Price Spectrum Income FundAlexandria Ocasio-Cortez NY-14
- RRC Range Resources CorporationBrian Babin TX-36
- RRESX Global Real Estate Securities Fund Class SJosh Gottheimer NJ-5
- RRX Regal Rexnord Corporation Common StockLucy McBath GA-6
- RSNHF Resona Holdings Inc Osaka Ordinary Shares
- RSPU Invesco S&P 500 Equal Weight Utilities ETFStephanie I. Bice OK-5
- RUNN Running Oak Efficient Growth ETFEugene Simon Vindman VA-7
- RWGIX RiverPark/Wedgewood InstitutionalJohn Joyce PA-13
- RZG Invesco S&P SmallCap 600 Pure Growth ETFEugene Simon Vindman VA-7
- SAIA Saia, Inc. - Common StockJulia Letlow LA-5
- SBGSF SCHNEIDER ELECTRIC SA
- SBGSY Schneider Electric SE Unsponsored ADRJosh Gottheimer NJ-5
- SBIEX ClearBridge International Value Fund Class AClaudia Tenney NY-24
- SBLYX ClearBridge Large Cap Growth Fd Class IMaria Elvira Salazar FL-27
- SCATX Virtus Zevenbergen Innovative Growth Stock Fund IChris Pappas NH-1
- SCAUX Invesco Income Advantage U.S. Fund Class APat Fallon TX-4
- SCHAX Franklin Multi-Asset Growth Fund Class ASydney Kamlager-Dove CA-37
- SCHH Schwab U.S. REIT ETFRobert Menendez NJ-8
- SCHM Schwab U.S. Mid Cap ETFDon Bacon NE-2
- SCHY Schwab International Dividend Equity ETFSam T. Liccardo CA-16
- SCHZ Schwab US Aggregate Bond ETFRussell Fry SC-7
- SCMB Schwab Municipal Bond ETFRobert Menendez NJ-8
- SDG iShares MSCI Global Sustainable Development Goals ETFSara Jacobs CA-51
- SDGIX BNY Mellon Global Fixed Income Fund Class IMatt Van Epps TN-7
- SE Sea Limited American Depositary Shares, each representing one Class A Ordinary Share
- SEI Solaris Energy Infrastructure, Inc. Class A Common Stock
- SEMVX Hartford Schroders EmergingBradley Scott Schneider IL-10
- SFGYY SONY FINL GROUP INC U/ADRSteve Cohen TN-9
- SFM Sprouts Farmers Market, Inc. - Common StockLucy McBath GA-6
- SFY SoFi Select 500 ETFJimmy Patronis FL-1
- SGENX First Eagle Global Fund Class AAugust Pfluger TX-11
- SGIOY Shionogi & Co Ltd Unsponsored ADRJosh Gottheimer NJ-5
- SGVDX Allspring Government Securities Fund Class AGlenn Ivey MD-4
- SHFVX ClearBridge All Cap Value Fund Class ASharice Davids KS-3
- SHLD Global X Defense Tech ETFJulia Letlow LA-5
- SHY iShares 1-3 Year Treasury Bond ETFGeorge Latimer NY-16
- SJM The J.M. Smucker Company Common StockDavid J. Taylor OH-2
- SKWD Skyward Specialty Insurance Group, Inc. - Common Stock
- SLAB Silicon Laboratories, Inc.Josh Gottheimer NJ-5
- SLYV State Street SPDR S&P 600 Small Cap Value ETFDon Bacon NE-2
- SMCY YieldMax SMCI Option Income Strategy ETFTim Moore NC-14
- SMEGF SIEMENS ENERGY AG
- SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETFJohn J. McGuire III VA-5
- SMOT VanEck Morningstar SMID Moat ETFEugene Simon Vindman VA-7
- SMSOF Samsonite International SA, Luxembourg Ordinary SharesJimmy Patronis FL-1
- SMVZX Virtus Ceredex Mid-Cap Value Equity Fund R6James Gallagher CA-1
- SN SharkNinja, Inc. Ordinary SharesLucy McBath GA-6
- SOFI SoFi Technologies, Inc. - Common StockJames Comer KY-1
- SOLV Solventum Corporation Common StockRandy Fine FL-6
- SONVY Sonova Holding AG Unsponsored ADRJosh Gottheimer NJ-5
- SONY Sony Group Corporation American Depositary SharesJosh Gottheimer NJ-5
- SOUHY SOUTH32 LTD SPNS/ADRBrian Babin TX-36
- SOUN SoundHound AI, Inc. - Class A Common StockMatt Van Epps TN-7
- SPQAX PGIM Jennison Global Equity Income Fund Class AGrace Meng NY-6
- SPSB State Street SPDR Portfolio Short Term Corporate Bond ETFMark B. Messmer IN-8
- SRINX Columbia Corporate Income Fund Class IGeorge Latimer NY-16
- SRVR Pacer Data & Infrastructure Real Estate ETFBill Foster IL-11
- SSDQX State Street Target Retirement 2055 Fund Class KBrian Jack GA-3
- SSFEX State Street Aggregate Bond Index Fund Class K
- SSGSX Victory Sycamore Small Company Opportunity CL AMorgan Luttrell TX-8
- STLA Stellantis N.V. Common SharesRoger Williams TX-25
- STYIX Allspring Short-Term High Income Fund IJanelle S. Bynum OR-5
- SVBT SVB&T CORPMark B. Messmer IN-8
- SWTXX Schwab Municipal Money Fund - Investor SharesMatt Van Epps TN-7
- SWWXX Schwab AMT Tax-Free Money Fund - Investor SharesMatt Van Epps TN-7
- SWYMX Schwab Target 2050 Index Fund Institutional SharesRaja Krishnamoorthi IL-8
- SYIEY Symrise Ag Unsponsored ADRJosh Gottheimer NJ-5
- TAGRX John Hancock Fundamental Large Cap Core Fund Class ANikki Budzinski IL-13
- TAHYX Pioneer High Yield Fund Class AGrace Meng NY-6
- TAP Molson Coors Beverage Company Class B Common Stock
- TBLA Taboola.com Ltd. - Ordinary SharesDaniel S. Goldman NY-10
- TCEHY Tencent Holdings Limited Unsponsored ADR Representing B SharesJosh Gottheimer NJ-5
- TCHP T. Rowe Price Blue Chip Growth ETFJim Jordan OH-4
- TCIEX Nuveen International Equity Index Fund R6Marilyn Strickland WA-10
- TCLRX Nuveen Lifecycle 2035 Fund RetirementRandy Feenstra IA-4
- TCOIX Nuveen Lifecycle 2040 Fund R6Eugene Simon Vindman VA-7
- TCPA TransCanada PipeLines Limited 6.250% Junior Subordinated Notes due 2085Analilia Mejia NJ-11
- TCTZF TENCENT HLDIGS LTD
- TCVYX Touchstone Mid Cap Value Fund Class YClay Fuller GA-14
- TDHIX Transamerica High Yield Bond Class IBrian Babin TX-36
- TECX Tectonic Therapeutic, Inc. - Common Stock
- TEDMX Templeton Developing Markets Trust Class ATim Moore NC-14
- TEGYX Touchstone Mid Cap Growth Class YBecca Balint VT
- TFFXX BlackRock Liquidity Funds Federal Trust Fund - InstitutionalMadeleine Dean PA-4
- TFGYX American Beacon TwentyFour Strategic Income Fund - Y ClassDavid Rouzer NC-7
- TGCFX TCW Core Fixed Income Fund I Class
- TGEIX TCW Emerging Markets Income Fund I ClBrian Babin TX-36
- TGRW T. Rowe Price Growth Stock ETF
- THG Hanover Insurance Group IncDonald S. Beyer, Jr. VA-8
- THNPY TECHNIP ENERGIES S/ADRLance Gooden TX-5
- THO Thor Industries, Inc. Common Stock
- TIBDX Nuveen Core Bond Fund R6Marilyn Strickland WA-10
- TIQIX Touchstone Non-US Equity Fund YMatt Van Epps TN-7
- TKR Timken CompanyDavid J. Taylor OH-2
- TLK PT Telekomunikasi Indonesia, TbkJosh Gottheimer NJ-5
- TMPIX Touchstone Mid Cap Fd Inst ClSylvia R. Garcia TX-29
- TMVWY TEAMVIEWER SE UNSP/ADRPatrick Ryan NY-18
- TOL Toll Brothers, Inc. Common StockLucy McBath GA-6
- TOLSX DWS RREEF Global Infrastructure Fund - Class SAshley Hinson IA-2
- TORIX Tortoise Energy Infrastructure Total Return Fund - Institutional ClassKelly Morrison MN-3
- TOTL State Street DoubleLine Total Return Tactical ETFJohn B. Larson CT-1
- TQAIX T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund - Class IRon Estes KS-4
- TRBFX Limited Duration Inflation Focused Bond FundAnalilia Mejia NJ-11
- TRFK Pacer Data and Digital Revolution ETFMatt Van Epps TN-7
- TROIX T. Rowe Price Overseas Stock Fund - I ClassBecca Balint VT
- TRP TransCanada CorporationDavid P. Joyce OH-14
- TRULX T. Rowe Price U.S. Large-Cap Core FundAnalilia Mejia NJ-11
- TSBHX Nuveen Core Impact Bond Fund IJill N. Tokuda HI-2
- TSBIX Nuveen Core Impact Bond Fund R6Becca Balint VT
- TSIIX Thornburg Strategic Income Fund Class I ShsRichard McCormick GA-7
- TSTXX BlackRock Liquidity Funds T-Fund - InstitutionalMadeleine Dean PA-4
- TTAN ServiceTitan, Inc. - Class A Common Stock
- TTMIX T. Rowe Price Communications & Technology Fund, Inc. Class IDan Newhouse WA-4
- TTNDY TECHTRONIC INDUS LTD ADRJosh Gottheimer NJ-5
- TTTXX BlackRock Liquidity Funds Treasury Trust - InstitutionalSara Jacobs CA-51
- TW Tradeweb Markets Inc. - Class A Common StockByron Donalds FL-19
- TYG Tortoise Energy Infrastructure Corporation Common StockJonathan L. Jackson IL-1
- U Unity Software Inc.Deborah K. Ross NC-2
- UA Under Armour, Inc. Class C Common StockJimmy Patronis FL-1
- UAA Under Armour, Inc. Class A Common StockJimmy Patronis FL-1
- UBAFZ UBT 529 BD IL DFA RL EST SEC AJared Moskowitz FL-23
- UBNSG UBT 529 DFA INTL SMALL CO CJared Moskowitz FL-23
- UBVFX Undiscovered Managers Behavioral Value Fund - R6Marilyn Strickland WA-10
- UBVLX Undiscovered Managers Behavioral Value Fund Class LJennifer A. Kiggans VA-2
- UBVVX Undiscovered Managers Behavioral Value Fund - R5Morgan McGarvey KY-3
- UCBJY UCB SA UNSP/ADRLucy McBath GA-6
- UDR UDR, Inc. Common Stock
- UHAL U-Haul Holding Company Common StockJimmy Patronis FL-1
- UHALB Amerco - Series N Non-VotingAugust Pfluger TX-11
- UNCFF UNICREDITO SPA ORD NEW
- UNM Unum GroupJulie Johnson TX-32
- URA Global X Uranium ETFMark Alford MO-4
- URAN Themes Uranium & Nuclear ETFAshley Hinson IA-2
- USAIX Victory Income Fund SharesMatt Van Epps TN-7
- USAXX Victory Money Market Fund
- USO United States Oil FundDan Crenshaw TX-2
- USSCX USAA Science & Technology FundRonny Jackson TX-13
- UTDFZ UBT 529 BD IL DFA RL EST SEC CJared Moskowitz FL-23
- UTZ Utz Brands Inc Class A
- VASGX Vanguard Lifestrategy Growth FundNanette Diaz Barragán CA-44
- VAW Vanguard Materials ETFPat Fallon TX-4
- VDE Vanguard Energy ETFPat Fallon TX-4
- VEGBX Vanguard Emerging Markets Bond Fund Admiral SharesJoe Courtney CT-2
- VEMIX Vanguard Emerging Markets Stock Index Fund Institutional SharesMaggie Goodlander NH-2
- VEVRX Victory Sycamore Established Value Fund Class R6Marilyn Strickland WA-10
- VFSTX Vanguard Short-Term Investment Grade Fund Investor ShrsChip Roy TX-21
- VGHAX Vanguard Health Care Fund Admiral Shares
- VGHCX Vanguard Specialized Portfolios Health Care FundRitchie Torres NY-15
- VICR Vicor Corporation - Common Stock
- VIGIX Vanguard Index Trust - Growth Index Fund Institutional SharesVal T. Hoyle OR-4
- VITAX Vanguard Information Technology Index Fund Admiral ShsRobert Menendez NJ-8
- VITSX Vanguard Index Trust Total Stock Market Index Fund Institutional ShareGrace Meng NY-6
- VLMIX Value Line Mid Cap Focused Fund, Inc. Institutional ClassRick Larsen WA-2
- VLY Valley National BancorpJosh Gottheimer NJ-5
- VMCCX Virtus KAR Mid-Cap Core Fund CAndrew R. Garbarino NY-2
- VMCPX Vanguard Mid-Cap Index Fund Insti Plus
- VMGIX Vanguard Mid-Cap Growth Index Fund Investor SharesEmilia Strong Sykes OH-13
- VMGRX Vanguard Mid-Cap Growth FundMarilyn Strickland WA-10
- VOC VOC Energy Trust Units of Beneficial InterestJohn W. Rose TN-6
- VSCOX JPMorgan Small Cap Blend Fund Class ANikki Budzinski IL-13
- VSEIX JPMorgan Small Cap Equity Fund I ClassClay Fuller GA-14
- VSVIX Victory Integrity Small-Cap Value Fund - Class Y
- VSVNX Vanguard Target Retirement 2070 FundLauren Underwood IL-14
- VUZI Vuzix CorporationKevin Hern OK-1
- VVOAX Invesco Value Opportunities Fund Class AGrace Meng NY-6
- VVV Valvoline Inc. Common StockKelly Morrison MN-3
- VZICX Vanguard International Core Stock Fund Admiral SharesJennifer A. Kiggans VA-2
- WCC WESCO International, Inc. Common StockThomas H. Kean, Jr. NJ-7
- WCN Waste Connections, Inc. Common SharesLucy McBath GA-6
- WDS Woodside Energy Group Limited American Depositary Shares, each representing one Ordinary ShareBrian Babin TX-36
- WEMAX Allspring Fd, Emerging Growth AFrank Pallone, Jr. NJ-6
- WERN Werner Enterprises, Inc. - Common StockLucy McBath GA-6
- WGO Winnebago Industries, Inc. Common Stock
- WIAEX Wasatch Small Cap Growth Fund Instl ClJennifer A. Kiggans VA-2
- WING Wingstop Inc. - Common StockLucy McBath GA-6
- WIPIX Allspring Core Plus Bond Fund Class InstitutionalMike Carey OH-15
- WLGAX Macquarie Large Cap Growth Fund ADerek Schmidt KS-2
- WMG Warner Music Group Corp. - Class A Common StockLucy McBath GA-6
- WOBDX JPMorgan Core Bond Fund I ClassBecca Balint VT
- WRBY Warby Parker Inc. Class A Common Stock
- WSM Williams-Sonoma, Inc. Common StockJulia Letlow LA-5
- WSMNX WmBlair Small-Mid Cap Growth Fund Class NJill N. Tokuda HI-2
- WTAAFX Great Gray Trust American Funds 2045 Fund I
- WTAI WisdomTree Trust WisdomTree Artificial Intelligence and Innovation FundEric Burlison MO-7
- WTRG Essential Utilities, Inc. Common StockDan Newhouse WA-4
- WTSHF WESTSHORE TERM INVST CPBrian Babin TX-36
- XAXCX INVESCO DYNAMIC CREDIT OPPORTUNITY FUND CL AXPat Fallon TX-4
- XCEM Columbia EM Core ex-China ETFLizzie Fletcher TX-7
- XMMO Invesco S&P MidCap Momentum ETFZachary Nunn IA-3
- XNGSY EEN ENERGY HLDGS UNSP/ADRJosh Gottheimer NJ-5
- XSVM Invesco S&P SmallCap Value with Momentum ETF
- ZAFTBX Great American Capital Partners I, L.P.Robert F. Onder, Jr. MO-3
- ZBRA Zebra Technologies Corporation - Class A Common Stock
- ZION Zions Bancorporation N.A. - Common StockMax L. Miller OH-7
- ZM Zoom Communications, Inc. - Class A Common Stock
- AI C3.ai, Inc. Class A Common StockMatt Van Epps TN-7
- AMBA Ambarella, Inc. - Ordinary SharesMatt Van Epps TN-7
- APPN Appian Corporation - Class A Common StockLance Gooden TX-5
- ARKQ ARK Autonomous Technology & Robotics ETFKat Cammack FL-3
- ASG Liberty All-Star Growth Fund, Inc.
- ASTS AST SpaceMobile, Inc. - Class A Common StockMatt Van Epps TN-7
- AVSC Avantis U.S Small Cap Equity ETFJuan Ciscomani AZ-6
- BCSIX Brown Capital Management Small Company Inv ShsMatt Van Epps TN-7
- BHF Brighthouse Financial, Inc.
- BKSY BlackSky Technology Inc. Class A Common StockMatt Van Epps TN-7
- BLDAX BlackRock Low Duration Bond Portfolio - Class AJason Crow CO-6
- BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETFKat Cammack FL-3
- BPRAX BlackRock Inflation Protected Bond Portfolio - Class AJason Crow CO-6
- CEVA CEVA, Inc. - Common StockMatt Van Epps TN-7
- CGXU Capital Group International Focus Equity ETFBrad Knott NC-13
- CIPNX Champlain Small Company Fund Institutional SharesClay Fuller GA-14
- COHR Coherent Corp.John W. Rose TN-6
- CRNC Cerence Inc. - Common StockMatt Van Epps TN-7
- CRSOX Credit Suisse Commodity Return Strategy Fund Common ClassClay Fuller GA-14
- DBEU Xtrackers MSCI Europe Hedged Equity ETFMorgan Luttrell TX-8
- DOXIX Dodge & Cox Income Fund - Class XMatt Van Epps TN-7
- EPP iShares MSCI Pacific Ex-Japan Index FundMorgan Luttrell TX-8
- ERJ Embraer S.A. Common StockMatt Van Epps TN-7
- ESLT Elbit Systems Ltd. - Ordinary SharesMatt Van Epps TN-7
- EWA iShares MSCI Australia Index FundMorgan Luttrell TX-8
- EWH iShares MSCI Hong Kong Index FundMorgan Luttrell TX-8
- EWI iShares Inc iShares MSCI Italy ETFMorgan Luttrell TX-8
- EWQ iShares MSCI France Index FundMorgan Luttrell TX-8
- EWW iShares Inc iShares MSCI Mexico ETFMorgan Luttrell TX-8
- EWY iShares Inc iShares MSCI South Korea ETFMorgan Luttrell TX-8
- EWZ iShares Inc iShares MSCI Brazil ETFMorgan Luttrell TX-8
- FALN iShares Fallen Angels USD Bond ETFMorgan Luttrell TX-8
- FCEL FuelCell Energy, Inc.Austin Scott GA-8
- FG F&G Annuities & Life, Inc. Common StockRobert B. Aderholt AL-4
- FLXSX Fidelity Flex Small Cap Index FundGabe Amo RI-1
- FMCC Federal Home Loan Mortgage CorporationJoyce Beatty OH-3
- FRCSX FVIT-Franklin Small Cap Value Fund - CL R6Matt Van Epps TN-7
- FTXL First Trust Nasdaq Semiconductor ETFJason Smith MO-8
- FUBO fuboTV Inc. Common StockMike Bost IL-12
- GSAT Globalstar, Inc.Matt Van Epps TN-7
- HXL Hexcel Corporation Common StockMatt Van Epps TN-7
- ILDR First Trust Innovation Leaders ETFKat Cammack FL-3
- INVZ Innoviz Technologies Ltd. - Ordinary sharesLance Gooden TX-5
- IRDM Iridium Communications Inc - Common StockMatt Van Epps TN-7
- IVINX Macquarie Global Growth Fund ADerek Schmidt KS-2
- JFB JFB Construction Holdings - Class A Common StockRonny Jackson TX-13
- KPLT Katapult Holdings, Inc.Austin Scott GA-8
- KPLTW Katapult Holdings, Inc. - WarrantAustin Scott GA-8
- KTOS Kratos Defense & Security Solutions, Inc. - Common StockMatt Van Epps TN-7
- LAAC Lithium AmericasMike Bost IL-12
- LAC Lithium Americas Corp. Common SharesMike Bost IL-12
- LMGTX ClearBridge International Growth Fund Class C
- LZIEX Lazard International Equity Portfolio Institutional SharesClay Fuller GA-14
- MAFOX BlackRock Large Cap Focus Growth Fund, Inc. - InstitutionalJohn J. McGuire III VA-5
- MAGS Roundhill Magnificent Seven ETFJason Smith MO-8
- MCHI iShares MSCI China ETFMorgan Luttrell TX-8
- MDU MDU Resources Group, Inc. Common StockAndrew R. Garbarino NY-2
- MFIIX MFS Income Fund - Class IClaudia Tenney NY-24
- MOG.A Moog Inc. Class A Common StockMatt Van Epps TN-7
- MWTRX Metropolitan West Total Return Bond FundJason Crow CO-6
- NEWCX American Funds New World Fund CClay Fuller GA-14
- NICE NICE Ltd - American Depositary Shares each representing one Ordinary ShareMatt Van Epps TN-7
- NNDM Nano Dimension Ltd. - American Depositary SharesMatt Van Epps TN-7
- OAZCX Oakmark Bond Fund R6 ClassMatt Van Epps TN-7
- OBE Obsidian Energy Ltd.Maria Elvira Salazar FL-27
- OPK Opko Health, Inc.John H. Rutherford FL-5
- OPY Oppenheimer Holdings, Inc. Class A Common StockRobert B. Aderholt AL-4
- PATH UiPath, Inc. Class A Common StockMatt Van Epps TN-7
- PEBIX PIMCO Fds Emerging Markets Bond Fd InstituClay Fuller GA-14
- PFIX Simplify Interest Rate Hedge ETFKat Cammack FL-3
- PINXX BlackRock Money Market Portfolio - Class AFrank D. Lucas OK-3
- PL Planet Labs PBC Class A Common StockMatt Van Epps TN-7
- PSHAX PIMCO Fds Short-Term Cl AJason Crow CO-6
- PSN Parsons Corporation Common StockMatt Van Epps TN-7
- QTUM Defiance Quantum ETFJason Smith MO-8
- RDW Redwire Corporation Common StockMatt Van Epps TN-7
- RIVN Rivian Automotive, Inc. - Class ARobert B. Aderholt AL-4
- SAN Banco Santander, S.A. Sponsored ADRRobert B. Aderholt AL-4
- SATS EchoStar Corporation - Common stockMatt Van Epps TN-7
- SCHP Schwab U.S. TIPs ETFMorgan Luttrell TX-8
- SCWCX American Funds SMALLCAP World CClay Fuller GA-14
- SPIR Spire Global, Inc. Class A Common StockMatt Van Epps TN-7
- SPLG SPDR Portfolio S&P 500 ETFMorgan Luttrell TX-8
- SPMO Invesco S&P 500 Momentum ETFKat Cammack FL-3
- SSMXY Sysmex Corporation Unsponsored ADRJosh Gottheimer NJ-5
- SSTK Shutterstock, Inc. Common StockMatt Van Epps TN-7
- SYNA Synaptics Incorporated - Common StockMatt Van Epps TN-7
- TKOI Telkonet, Inc.Steny H. Hoyer MD-5
- TMFE The RBB Fund, Inc. Motley Fool Capital Efficiency 100 Index ETFKat Cammack FL-3
- TQQQ ProShares UltraPro QQQJason Smith MO-8
- TRI Thomson Reuters Corp - Common SharesMatt Van Epps TN-7
- TROX Tronox Limited Ordinary Shares Class A $0.01 parTom Cole OK-4
- USA Liberty All-Star Equity Fund Common Stock
- VRP Invesco Variable Rate Preferred ETFMorgan Luttrell TX-8
- VSAT ViaSat, Inc. - Common StockMatt Van Epps TN-7
- VSIAX Vanguard Small-Cap Value Index Fd AdmiralVal T. Hoyle OR-4
- VSNT Versant Media Group, Inc. - Class A Common StockRobert F. Onder, Jr. MO-3
- VTEQ VeriTeQ CorporationSteny H. Hoyer MD-5
- WIT Wipro Limited Common StockMatt Van Epps TN-7
- WKHS Workhorse Group, Inc.Warren Davidson OH-8
- WTAAEX Great Gray Trust American Funds 2040 Fund I
- XITK State Street SPDR FactSet Innovative Technology ETFJuan Ciscomani AZ-6
- XMTR Xometry, Inc. - Class A Common StockMatt Van Epps TN-7
- YAFFX AMG Yacktman Focused Fund- Class NRichard Hudson NC-9
- ZBH Zimmer Biomet Holdings, Inc. Common StockRobert F. Onder, Jr. MO-3
- ZOOM Zoom Technologies, Inc.John J. McGuire III VA-5
Nothing on this list matches that search.