| 1 | ✓ | Vasco Data Securit Usd 0.001 Com | 股票-其他 | — | — | -12.79% | |
| 2 | MISCX | Bnym Small Cap Multi-inv | 股票-其他 | — | — | — | |
| 3 | BNY | Bank Of New York Mellon CORP | 股票-金融 | — | — | — | |
| 4 | TSLA | Tesla INC | 股票-周期性消费 | — | — | — | |
| 5 | ✓ | | 股票-其他 | — | — | — | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | — | — | +69.05% | |
| 7 | UNM | Unum Group | 股票-金融 | — | — | — | |
| 8 | HSIC | Henry Schein INC | 股票-医疗保健 | — | — | — | |
| 9 | SEIC | Sei Investments Company | 股票-金融 | — | — | — | |
| 10 | TEL | TE Connectivity plc | 股票-科技 | — | — | — | |
| 11 | TROW | T Rowe Price Group INC | 股票-金融 | — | — | — | |
| 12 | HUM | Humana INC | 股票-医疗保健 | — | — | — | |
| 13 | BBDC 6.375 12-15-22 | Barings Bdc INC | 股票-其他 | — | — | — | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | — | — | — | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | — | — | — | |
| 16 | VPU | Vanguard Utilities ETF | ETF-其他 | — | — | — | |
| 17 | DTE | Dte Energy Company | 股票-公用事业 | — | — | — | |
| 18 | BLKB | Blackbaud INC | 股票-其他 | — | — | — | |
| 19 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | — | — | — | |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | — | — | — | |
| 21 | CPT | Camden Property Trust | 股票-房地产 | — | — | — | |
| 22 | VIAB | Viacom Inc-class B | 股票-其他 | — | — | — | |
| 23 | TXT | Textron INC | 股票-工业 | — | — | — | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | — | — | — | |
| 25 | XRAY | DENTSPLY SIRONA Inc. | 股票-医疗保健 | — | — | — | |
| 26 | NSP | Insperity INC | 股票-其他 | — | — | — | |
| 27 | SAP | Sap Se-sponsored Adr | 股票-科技 | — | — | — | |
| 28 | XXI | Twenty One Capital, Inc. | 股票-其他 | — | — | — | |
| 29 | WPP | Wpp Plc-sponsored Adr | 股票-其他 | — | — | — | |
| 30 | COF 6 PERP B | Capital One Financial Co | 股票-金融 | — | — | — | |
| 31 | TM | Toyota Motor CORP -spon Adr | 股票-周期性消费 | — | — | — | |
| 32 | MORN | Morningstar INC | 股票-金融 | — | — | — | |
| 33 | GM | General Motors Co | 股票-周期性消费 | — | — | — | |
| 34 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | — | — | — | |
| 35 | ALNY | Alnylam Pharmaceuticals INC | 股票-医疗保健 | — | — | — | |
| 36 | TWCGX | Amer Cent Grwth-inv | 股票-其他 | — | — | — | |
| 37 | BACR 8.125 PERP 5 | Barclays Bank PLC | 股票-其他 | — | — | — | |
| 38 | ATVIEUR | Activision Blizzard INC | 股票-通信服务 | — | — | — | |
| 39 | VCLT | Vanguard Long-term CORP Bond | ETF-投资级公司债 | — | — | — | |
| 40 | CERNCHF | Cerner CORP | 股票-其他 | — | — | — | |
| 41 | ARTKX | Artisan Intl Val-inv | 股票-其他 | — | — | -31.52% | |
| 42 | ANGO | Angiodynamics INC | 股票-其他 | — | — | — | |
| 43 | FSHBX | Fidelity Short Term Bond | 股票-其他 | — | — | — | |
| 44 | PNC | Pnc Financial Services Group | 股票-金融 | — | — | +13.33% | |
| 45 | ✓ | | 股票-其他 | — | — | — | |
| 46 | GS | Goldman Sachs Group INC | 股票-金融 | — | — | — | |
| 47 | AMG | Affiliated Managers Group | 股票-金融 | — | — | — | |
| 48 | ZION | Zions Bancorp NA | 股票-金融 | — | — | — | |
| 49 | ✓ | Powershares Wilderhill Prg | 股票-其他 | — | — | — | |
| 50 | CSQ | Calamos Strat Ttl Rtrn Fnd | 股票-其他 | — | — | — | |