| SPIB SS SPDR P Int C Corp. ETF | 3.12% | 135,304 | $4.6M | Add +2.1% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 2.54% | 42,421 | $3.7M | Add +3.0% |
| IEF iShares 7-10 Year Treasury B | 2.33% | 35,447 | $3.4M | Add +4.6% |
| JPM JPMorgan Chase & Co. | 2.13% | 9,897 | $3.1M | Reduce -4.9% |
| TY Tri-Continental Corp. | 2.13% | 91,759 | $3.1M | Add +0.5% |
| SPTS SS SPDR P St Term TSY ETF | 2.11% | 105,545 | $3.1M | Reduce -1.4% |
| FRDM Freedom 100 Emeging MRKT ETF | 1.92% | 63,700 | $2.8M | Add +1.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.75% | 48,334 | $2.6M | Add +1.7% |
| AAPL Apple Inc. | 1.68% | 9,657 | $2.5M | Reduce -1.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.63% | 16,600 | $2.4M | Reduce -1.6% |
| SCHP Schwab U.S. Tips ETF | 1.61% | 87,964 | $2.4M | Reduce -1.1% |
| MSFT Microsoft Corp. | 1.49% | 4,234 | $2.2M | Reduce -1.5% |
| JSI JH Securitized Income ETF | 1.49% | 41,945 | $2.2M | Add +12.0% |
| RTX RTX Corp. | 1.37% | 12,014 | $2.0M | Reduce -1.5% |
| TSM Taiwan Semiconductor-SP ADR | 1.34% | 7,061 | $2.0M | Reduce -2.2% |
| SUB iShares Short-Term National | 1.25% | 17,184 | $1.8M | Reduce -9.5% |
| ABBV Abbvie Inc. | 1.19% | 7,530 | $1.7M | Reduce -1.6% |
| TOTL SS Doubleline TR Tact ETF | 1.17% | 42,362 | $1.7M | Reduce -1.2% |
| STX Seagate Technology Holdings | 1.16% | 7,218 | $1.7M | Reduce -27.0% |
| ANGL Vaneck Fallen Angel High YLD | 1.06% | 52,171 | $1.6M | Add +1.6% |
| JHPI John Hancock Preferred Incom | 0.93% | 59,087 | $1.4M | Add +3.1% |
| EPR Epr Properties filed as EPR PPTYS | 0.90% | 22,853 | $1.3M | Add +0.1% |
| SSGA ACTIVE TR | 0.87% | 29,005 | $1.3M | Add +2.2% |
| ITM Vaneck Intermediate Muni ETF | 0.84% | 26,317 | $1.2M | Reduce -1.5% |
| CVX Chevron Corp. | 0.83% | 7,876 | $1.2M | Add +0.0% |
| SCHR Schwab Intermediate-Term US | 0.81% | 47,475 | $1.2M | Add +0.7% |
| MDT Medtronic PLC | 0.81% | 12,434 | $1.2M | Add +1.1% |
| NVS Novartis AG-Sponsored ADR | 0.79% | 9,064 | $1.2M | Add +1.2% |
| VZ Verizon Communications Inc. | 0.77% | 25,710 | $1.1M | Add +0.2% |
| ETN Eaton Corp. PLC | 0.74% | 2,908 | $1.1M | Reduce -2.6% |
| MPC Marathon Petroleum Corp. | 0.73% | 5,593 | $1.1M | Reduce -2.3% |
| BOND PIMCO Active Bond Exchange-T | 0.73% | 11,492 | $1.1M | Reduce -1.0% |
| SO The Southern Co. | 0.73% | 11,252 | $1.1M | Reduce -0.8% |
| PFE Pfizer Inc. | 0.70% | 40,465 | $1.0M | Add +5.8% |
| GLW Corning Inc. | 0.67% | 12,027 | $987K | Reduce -0.3% |
| POWL Powell Industries Inc. | 0.67% | 3,221 | $982K | Reduce -2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.66% | 1,939 | $975K | Add +21.2% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.64% | 5,492 | $940K | Reduce -10.0% |
| FHI Federated Hermes Inc. | 0.62% | 17,569 | $912K | Reduce -0.9% |
| MNRO Monro Inc. | 0.62% | 50,431 | $906K | Add +143.6% |
| BX Blackstone Inc. | 0.61% | 5,202 | $889K | Reduce -0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.60% | 3,130 | $883K | Reduce -20.9% |
| HD Home Depot Inc. | 0.60% | 2,163 | $876K | Reduce -1.5% |
| JCI Johnson Controls Internation | 0.59% | 7,931 | $872K | Reduce -1.8% |
| ARCC Ares Capital Corp. | 0.58% | 41,968 | $857K | Add +0.9% |
| MOAT Vaneck Morningstar Wide Moat | 0.57% | 8,491 | $842K | Add +4.9% |
| NTAP Netapp Inc. | 0.57% | 7,055 | $836K | Reduce -0.4% |
| BMY Bristol-Myers Squibb Co. | 0.56% | 18,310 | $826K | Add +29.8% |
| LNC Lincoln National Corp. | 0.56% | 20,226 | $816K | Add +3.0% |
| WMT Walmart Inc. | 0.55% | 7,895 | $814K | Reduce -2.6% |
| TYG Tortoise Energy Infrastruct | 0.54% | 18,477 | $796K | Reduce -0.2% |
| AVGO Broadcom Inc. | 0.53% | 2,343 | $773K | Reduce -20.3% |
| AZN Astrazeneca PLC-Spons ADR | 0.52% | 9,988 | $766K | Add +0.4% |
| MDLZ Mondelez International Inc. Class A | 0.52% | 12,232 | $764K | Add +1.6% |
| TFC Truist Financial Corp. | 0.52% | 16,679 | $763K | Add +161.9% |
| KMI Kinder Morgan Inc. | 0.52% | 26,902 | $762K | Reduce -3.4% |
| RPM RPM International Inc. | 0.52% | 6,416 | $756K | Add +0.3% |
| AMZN Amazon.com Inc. | 0.51% | 3,432 | $754K | Reduce -1.6% |
| ORCL Oracle Corp. | 0.51% | 2,656 | $747K | Reduce -18.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.51% | 6,523 | $747K | Add +4.1% |
| PEP Pepsico Inc. | 0.50% | 5,214 | $732K | Add +3.2% |
| GILD Gilead Sciences Inc. | 0.49% | 6,467 | $718K | Reduce -0.9% |
| TPR Tapestry Inc. | 0.48% | 6,189 | $701K | Reduce -11.4% |
| GOOGL Alphabet Inc. Class A | 0.47% | 2,813 | $684K | Reduce -0.5% |
| IGEB iShares Investment Grade SYS | 0.46% | 14,743 | $679K | Add +0.0% |
| T AT&T Inc. | 0.46% | 24,023 | $678K | Reduce -7.3% |
| ADC Agree Realty Corp. | 0.46% | 9,464 | $672K | Add +8.3% |
| PGX Invesco Preferred ETF | 0.45% | 56,543 | $656K | Add +0.3% |
| TRV The Travelers Cos Inc. | 0.45% | 2,340 | $653K | Reduce -1.1% |
| INVH Invitation Homes Inc. | 0.44% | 22,158 | $650K | Add +6.1% |
| STWD Starwood Property Trust Inc. | 0.43% | 32,932 | $638K | Reduce -0.6% |
| XOM Exxon Mobil Corp. | 0.42% | 5,452 | $615K | Reduce -0.2% |
| PANW Palo Alto Networks Inc. | 0.41% | 2,954 | $601K | Add +21.1% |
| GD General Dynamics Corp. | 0.41% | 1,753 | $598K | Add +39.4% |
| LEA Lear Corp. | 0.40% | 5,877 | $591K | Add +0.8% |
| HTGC Hercules Capital Inc. | 0.40% | 31,063 | $587K | Reduce -0.9% |
| TFLR T Rowe Price Floating RT ETF | 0.39% | 11,230 | $578K | Add +7.9% |
| LNG Cheniere Energy Inc. | 0.39% | 2,452 | $576K | Reduce -0.7% |
| PEG Public Service Enterprise GP | 0.38% | 6,706 | $560K | Add +7.1% |
| D Dominion Energy Inc. | 0.38% | 9,121 | $558K | Add +1.3% |
| RL Ralph Lauren Corp. | 0.37% | 1,723 | $540K | Reduce -3.7% |
| DRH Diamondrock Hospitality Co. | 0.37% | 67,823 | $540K | Add +2.5% |
| WMB Williams Cos Inc. | 0.36% | 8,244 | $522K | Reduce -42.6% |
| JNJ Johnson & Johnson | 0.35% | 2,782 | $516K | Reduce -1.3% |
| GRMN Garmin Ltd. | 0.35% | 2,085 | $513K | Reduce -6.1% |
| RITM Rithm Capital Corp. | 0.35% | 44,846 | $511K | Reduce -1.5% |
| R Ryder System Inc. | 0.34% | 2,668 | $503K | Reduce -1.0% |
| MO Altria Group Inc. | 0.34% | 7,600 | $502K | No change |
| SCHO Schwab Short-Term US Treas | 0.32% | 19,117 | $466K | Reduce -27.8% |
| KMB Kimberly-Clark Corp. | 0.32% | 3,726 | $463K | Add +1.6% |
| PNW Pinnacle West Capital | 0.32% | 5,165 | $463K | Add +3.0% |
| MELI MercadoLibre Inc. | 0.31% | 197 | $460K | Reduce -0.5% |
| DD Dupont DE Nemours Inc. | 0.31% | 5,909 | $460K | Reduce -0.7% |
| ABT Abbott Laboratories | 0.31% | 3,432 | $460K | Reduce -0.5% |
| VTRS Viatris Inc. | 0.31% | 46,205 | $457K | Add +8617.9% |
| CUZ Cousins Properties Inc. | 0.30% | 15,128 | $438K | Add +8.4% |
| SCHD Schwab US DVD Equity ETF | 0.30% | 15,880 | $434K | Add +101.6% |
| HASI Ha Sustainable Infrastructur | 0.29% | 13,964 | $429K | Reduce -0.0% |
| GLPI Gaming and Leisure Propertie | 0.29% | 9,121 | $425K | No change |
| CFG Citizens Financial Group | 0.29% | 7,914 | $421K | Reduce -0.8% |
| EPD Enterprise Products Partners | 0.28% | 13,350 | $417K | Reduce -0.2% |
| EMB iShares JP Morgan Usd Emergi | 0.28% | 4,378 | $417K | Reduce -0.7% |
| OKE Oneok Inc. | 0.28% | 5,694 | $415K | Reduce -1.5% |
| PFFD Global X US Preferred ETF | 0.28% | 21,215 | $412K | Add +26.8% |
| DRI Darden Restaurants Inc. | 0.28% | 2,139 | $407K | Add +0.3% |
| SYY Sysco Corp. | 0.28% | 4,904 | $404K | Add +2.6% |
| ALEX Alexander & Baldwin Inc. | 0.27% | 21,850 | $397K | Add +3.0% |
| EMBD Global X Emerging Markets BD | 0.27% | 16,593 | $395K | Add +12.3% |
| STZ Constellation Brands Inc. Class A | 0.26% | 2,887 | $389K | Add +2.3% |
| TXN Texas Instruments Inc. | 0.26% | 2,111 | $388K | Add +7.4% |
| GLD SPDR Gold Shares | 0.26% | 1,084 | $385K | Add +19.3% |
| NEWT Newtekone Inc. | 0.26% | 33,587 | $385K | Reduce -0.6% |
| MGA Magna International Inc. | 0.26% | 8,017 | $380K | Add +0.4% |
| MTN Vail Resorts Inc. | 0.26% | 2,531 | $379K | Add +25210.0% |
| CAH Cardinal Health Inc. | 0.25% | 2,363 | $371K | Reduce -29.1% |
| MCHP Microchip Technology Inc. | 0.25% | 5,710 | $367K | Add +265.3% |
| SKT Tanger Inc. | 0.24% | 10,369 | $351K | Add +0.1% |
| APD Air Products & Chemicals Inc. | 0.23% | 1,245 | $340K | Add +0.2% |
| TTE Totalenergies SE -Spon ADR | 0.23% | 5,572 | $333K | Add +1.4% |
| HAS Hasbro Inc. | 0.23% | 4,369 | $331K | No change |
| SMMD iShares Russell 2500 ETF | 0.23% | 4,485 | $331K | Add +2.8% |
| TMO Thermo Fisher Scientific Inc. | 0.22% | 671 | $325K | Reduce -1.0% |
| VFC VF Corp. | 0.22% | 21,903 | $316K | Add +5.7% |
| BBY Best Buy Co. Inc. | 0.21% | 3,989 | $302K | Add +3.4% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.20% | 4,650 | $301K | Add +2.0% |
| XRAY Dentsply Sirona Inc. | 0.20% | 23,468 | $298K | Add +7.1% |
| MRVL Marvell Technology Inc. | 0.19% | 3,315 | $279K | Add +51.0% |
| SHYD Vaneck SH Hi YLD Muni | 0.18% | 11,650 | $267K | Reduce -9.8% |
| IIPR Innovative Industrial Proper | 0.18% | 4,819 | $258K | Reduce -0.7% |
| TSLA Tesla Inc. | 0.17% | 576 | $256K | Add +0.2% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.17% | 808 | $250K | No change |
| HQY Healthequity Inc. | 0.17% | 2,640 | $250K | Add +26.3% |
| UTL Unitil Corp. | 0.17% | 5,160 | $247K | Reduce -5.3% |
| MU Micron Technology Inc. | 0.17% | 1,467 | $245K | Add +5.7% |
| BKLN Invesco Senior Loan ETF | 0.17% | 11,592 | $243K | No change |
| FCPT Four Corners Property Trust | 0.16% | 9,656 | $236K | Add +2.4% |
| VLO Valero Energy Corp. | 0.16% | 1,375 | $234K | Reduce -0.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.16% | 2,819 | $234K | Reduce -25.3% |
| GPK Graphic Packaging Holding Co. | 0.15% | 11,446 | $224K | Reduce -3.3% |
| CSCO Cisco Systems Inc. | 0.15% | 3,212 | $220K | No change |
| GXO Gxo Logistics Inc. | 0.15% | 4,047 | $214K | Add +0.7% |
| SAM Boston Beer Company Inc. Class A | 0.14% | 1,004 | $212K | Add +10.1% |
| AXP American Express Co. | 0.14% | 639 | $212K | Add +0.2% |
| EXPE Expedia Group Inc. | 0.14% | 977 | $209K | Add +2.3% |
| MKSI MKS Inc. | 0.14% | 1,679 | $208K | Reduce -1.2% |
| CVS CVS Health Corp. | 0.14% | 2,736 | $206K | Add +6.1% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.14% | 3,986 | $202K | Reduce -3.4% |
| ADP Automatic Data Processing | 0.14% | 685 | $201K | No change |
| SCYB Schwab High Yield Bond ETF | 0.14% | 7,500 | $200K | New |
| UNH Unitedhealth Group Inc. | 0.14% | 578 | $200K | Add +140.8% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.13% | 4,326 | $197K | No change |
| CIEN Ciena Corp. | 0.13% | 1,353 | $197K | Reduce -35.6% |
| RNR Renaissancere Holdings Ltd. | 0.13% | 770 | $196K | Reduce -2.4% |
| LRCX Lam Research Corp. | 0.13% | 1,452 | $194K | Reduce -1.7% |
| NVDA Nvidia Corp. | 0.13% | 1,042 | $194K | Reduce -1.1% |
| MGNI Magnite Inc. | 0.13% | 8,803 | $192K | Reduce -21.6% |
| COHR Coherent Corp. | 0.13% | 1,764 | $190K | Add +2.8% |
| ENB Enbridge Inc. | 0.13% | 3,752 | $189K | Reduce -2.7% |
| ENTG Entegris Inc. | 0.13% | 2,023 | $187K | Reduce -1.0% |
| FOUR SHIFT4 Payments Inc. Class A | 0.13% | 2,414 | $187K | Add +3.5% |
| FLNG Flex LNG Ltd. | 0.12% | 7,178 | $181K | Add +4.4% |
| PYPL PayPal Holdings Inc. | 0.12% | 2,693 | $181K | Reduce -0.1% |
| LEN Lennar Corp. Class A | 0.12% | 1,403 | $177K | Add +12.8% |
| DKS Dick's Sporting Goods Inc. | 0.12% | 794 | $176K | Reduce -24.8% |
| UBER Uber Technologies Inc. | 0.12% | 1,792 | $176K | Add +0.7% |
| MLR Miller Industries Inc. | 0.12% | 4,332 | $175K | Reduce -4.6% |
| AVDE Avantis International Equity | 0.12% | 2,207 | $174K | Add +2.8% |
| CFR Cullen/Frost Bankers Inc. | 0.12% | 1,354 | $172K | Reduce -3.7% |
| AMKR Amkor Technology Inc. | 0.12% | 5,963 | $169K | Reduce -21.7% |
| V Visa Inc. Class A | 0.12% | 496 | $169K | Reduce -1.4% |
| FIS Fidelity National Info Serv | 0.11% | 2,482 | $164K | Reduce -0.8% |
| CGNX Cognex Corp. | 0.11% | 3,564 | $161K | Add +44.2% |
| UTHR United Therapeutics Corp. | 0.11% | 383 | $161K | Reduce -0.8% |
| COCO The Vita Coco Co. Inc. | 0.11% | 3,729 | $158K | Reduce -14.9% |
| HXL Hexcel Corp. | 0.11% | 2,512 | $158K | Reduce -3.4% |
| FDX FedEx Corp. | 0.11% | 667 | $157K | Reduce -1.3% |
| ADI Analog Devices Inc. | 0.11% | 639 | $157K | Add +29.6% |
| COMP Compass Inc. Class A | 0.10% | 19,131 | $154K | Reduce -1.2% |
| TER Teradyne Inc. | 0.10% | 1,079 | $149K | Add +0.6% |
| CELH Celsius Holdings Inc. | 0.10% | 2,549 | $147K | Reduce -24.8% |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 0.10% | 1,975 | $146K | Reduce -1.2% |
| KR Kroger Co. | 0.10% | 2,128 | $143K | No change |
| TGTX TG Therapeutics Inc. | 0.10% | 3,929 | $142K | Reduce -4.0% |
| AMAT Applied Materials Inc. | 0.10% | 683 | $140K | Reduce -16.6% |
| ALGM Allegro Microsystems Inc. | 0.10% | 4,782 | $140K | Reduce -3.3% |
| LLY Eli Lilly & Co. | 0.09% | 181 | $138K | Reduce -7.7% |
| SSNC Ss&c Technologies Holdings | 0.09% | 1,551 | $138K | Add +0.3% |
| FANG Diamondback Energy Inc. | 0.09% | 960 | $137K | Reduce -2.7% |
| FTS Fortis Inc. | 0.09% | 2,697 | $137K | Add +5.5% |
| RRX Regal Rexnord Corp. | 0.09% | 944 | $135K | Add +8.6% |
| AEP American Electric Power | 0.09% | 1,181 | $133K | Reduce -3.3% |
| GPN Global Payments Inc. | 0.09% | 1,579 | $131K | Add +1.1% |
| DOV Dover Corp. | 0.09% | 781 | $130K | Reduce -0.9% |
| EEM iShares MSCI Emerging Market | 0.09% | 2,420 | $129K | Reduce -11.0% |
| BSET Bassett Furniture Inds | 0.09% | 8,200 | $128K | Reduce -1.9% |
| NBIX Neurocrine Biosciences Inc. | 0.09% | 911 | $128K | Reduce -1.4% |
| EPAM Epam Systems Inc. | 0.09% | 840 | $127K | Add +95.8% |
| DELL Dell Technologies -C | 0.09% | 882 | $125K | New |
| PG The Procter & Gamble Co. | 0.08% | 811 | $125K | No change |
| OKTA Okta Inc. | 0.08% | 1,351 | $124K | Add +76.8% |
| PINS Pinterest Inc. Class A | 0.08% | 3,803 | $122K | Add +2.4% |
| FAST Fastenal Co. | 0.08% | 2,481 | $122K | Add +0.0% |
| GNRC Generac Holdings Inc. | 0.08% | 726 | $122K | Reduce -0.1% |
| LMT Lockheed Martin Corp. | 0.08% | 241 | $120K | Reduce -4.0% |
| EMR Emerson Electric Co. | 0.08% | 914 | $120K | Reduce -1.6% |
| EBC Eastern Bankshares Inc. | 0.08% | 6,549 | $119K | Add +0.2% |
| CRM Salesforce Inc. | 0.08% | 498 | $118K | Add +356.9% |
| CPRT Copart Inc. | 0.08% | 2,607 | $117K | Reduce -11.4% |
| SCHI Schwab 5-10 Year Corporate B | 0.08% | 5,047 | $116K | Add +5.8% |
| UMBF Umb Financial Corp. | 0.08% | 978 | $116K | Add +8790.9% |
| HDSN Hudson Technologies Inc. | 0.08% | 11,486 | $114K | Reduce -1.9% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.08% | 1,043 | $114K | Reduce -12.6% |
| ADBE Adobe Inc. | 0.08% | 320 | $113K | Reduce -1.2% |
| ZBRA Zebra Technologies Corp. Class A | 0.08% | 379 | $113K | Add +0.5% |
| ETR Entergy Corp. | 0.08% | 1,200 | $112K | No change |
| TCMD Tactile Systems Technology I | 0.08% | 8,078 | $112K | Add +1.0% |
| BXP BXP Inc. | 0.08% | 1,492 | $111K | Reduce -1.0% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.07% | 1,785 | $110K | Add +0.8% |
| AMP Ameriprise Financial Inc. | 0.07% | 220 | $108K | No change |
| TWLO Twilio Inc. Class A | 0.07% | 1,079 | $108K | Reduce -0.9% |
| GRC Gorman-Rupp Co. | 0.07% | 2,318 | $108K | New |
| TARS Tarsus Pharmaceuticals Inc. | 0.07% | 1,810 | $108K | Reduce -1.4% |
| CNI Canadian Natl Railway Co. | 0.07% | 1,138 | $107K | No change |
| POWI Power Integrations Inc. | 0.07% | 2,668 | $107K | New |
| GFS Globalfoundries Inc. | 0.07% | 2,984 | $107K | New |
| GE General Electric filed as GE AEROSPACE | 0.07% | 350 | $105K | Add +0.3% |
| TOWN Towne Bank | 0.07% | 3,032 | $105K | Add +1.3% |
| CP Canadian Pacific Kansas City | 0.07% | 1,407 | $105K | Reduce -0.2% |
| NFLX Netflix Inc. | 0.07% | 86 | $103K | Add +1.2% |
| NTGR Netgear Inc. | 0.07% | 3,144 | $102K | Add +0.4% |
| ROK Rockwell Automation Inc. | 0.07% | 287 | $100K | No change |
| PDFS PDF Solutions Inc. | 0.07% | 3,870 | $100K | Reduce -1.3% |
| AMD Advanced Micro Devices | 0.07% | 610 | $99K | Reduce -0.7% |
| WFC Wells Fargo & Co. | 0.07% | 1,170 | $98K | New |
| HIG Hartford Insurance Group Inc. | 0.07% | 733 | $98K | Reduce -1.6% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.07% | 1,510 | $98K | Add +4.1% |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 0.07% | 1,349 | $98K | Reduce -1.5% |
| IDA Idacorp Inc. | 0.07% | 735 | $97K | Add +2.1% |
| TBUX T Rowe Price Ultra Short-Ter | 0.07% | 1,931 | $96K | Add +57.3% |
| AZZ Azz Inc. | 0.07% | 878 | $96K | Reduce -0.6% |
| IEI iShares 3-7 Year Treasury Bo | 0.07% | 800 | $96K | Add +0.1% |
| PSMT Pricesmart Inc. | 0.06% | 779 | $94K | Reduce -0.4% |
| PHYS Sprott Physical Gold Trust | 0.06% | 3,109 | $92K | No change |
| VVV Valvoline Inc. | 0.06% | 2,539 | $91K | Reduce -4.2% |
| TOST Toast Inc. Class A | 0.06% | 2,466 | $90K | Reduce -2.8% |
| ITIC Investors Title Co. | 0.06% | 333 | $89K | Reduce -0.9% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.06% | 1,803 | $88K | Add +64.8% |
| NOW ServiceNow Inc. | 0.06% | 95 | $88K | Add +4650.0% |
| IDCC Interdigital Inc. | 0.06% | 249 | $86K | No change |
| KDP Keurig Dr Pepper Inc. | 0.06% | 3,315 | $85K | Add +9.9% |
| CRUS Cirrus Logic Inc. | 0.06% | 665 | $83K | No change |
| META Meta Platforms Inc. Class A | 0.06% | 113 | $83K | Reduce -1.7% |
| ROP Roper Technologies Inc. | 0.06% | 163 | $81K | No change |
| CL Colgate-Palmolive Co. | 0.06% | 1,011 | $81K | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.05% | 2,302 | $79K | Reduce -1.1% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.05% | 400 | $79K | No change |
| AMGN Amgen Inc. | 0.05% | 278 | $78K | Add +0.4% |
| GOOG Alphabet Inc. Class C | 0.05% | 317 | $77K | Reduce -2.5% |
| BOOT Boot Barn Holdings Inc. | 0.05% | 465 | $77K | No change |
| CNK Cinemark Holdings Inc. | 0.05% | 2,642 | $74K | Reduce -4.5% |
| INTC Intel Corp. | 0.05% | 2,133 | $72K | Add +7.6% |
| MRK Merck & Co. Inc. | 0.05% | 842 | $71K | No change |
| VOO Vanguard S&P 500 ETF | 0.05% | 115 | $70K | Reduce -2.5% |
| VRTX Vertex Pharmaceuticals Inc. | 0.05% | 178 | $70K | Reduce -1.7% |
| JMUB JPMorgan Municipal ETF | 0.05% | 1,377 | $69K | Reduce -31.5% |
| MRGR Proshares Merger ETF | 0.05% | 1,594 | $69K | No change |
| AMT American Tower Corp. | 0.05% | 358 | $69K | Add +11.2% |
| SYF Synchrony Financial | 0.05% | 939 | $67K | Reduce -7.8% |
| OGS One Gas Inc. | 0.05% | 823 | $67K | Reduce -1.1% |
| TOL Toll Brothers Inc. | 0.05% | 480 | $66K | Reduce -0.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.04% | 827 | $66K | Add +0.1% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.04% | 2,174 | $64K | Add +14.5% |
| PODD Insulet Corp. | 0.04% | 204 | $63K | Reduce -1.4% |
| AX Axos Financial Inc. | 0.04% | 737 | $62K | Reduce -0.4% |
| FWRG First Watch Restaurant Group | 0.04% | 3,859 | $60K | Add +1.7% |
| STT State Street Corp. | 0.04% | 519 | $60K | No change |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.04% | 1,179 | $60K | Reduce -10.1% |
| EQIX Equinix Inc. | 0.04% | 74 | $58K | Reduce -6.3% |
| SBUX Starbucks Corp. | 0.04% | 686 | $58K | Reduce -1.7% |
| BLFS Biolife Solutions Inc. | 0.04% | 2,266 | $58K | Reduce -1.1% |
| IWV iShares Russell 3000 ETF | 0.04% | 148 | $56K | No change |
| MTX Minerals Technologies Inc. | 0.04% | 879 | $55K | Reduce -50.2% |
| PRMB Primo Brands Corp. | 0.04% | 2,460 | $54K | New |
| TDIV FT Nasdaq Tech DVD Index FD | 0.04% | 551 | $54K | No change |
| ESS Essex Property Trust Inc. | 0.04% | 200 | $54K | No change |
| TDOC Teladoc Health Inc. | 0.04% | 6,721 | $52K | Reduce -0.2% |
| GEV GE Vernova Inc. | 0.04% | 84 | $52K | No change |
| IAU iShares Gold Trust | 0.04% | 708 | $52K | No change |
| YUM Yum! Brands Inc. | 0.03% | 330 | $50K | No change |
| KO The Coca-Cola Co. | 0.03% | 755 | $50K | No change |
| NMT Nuveen Ma QLTY Muni Inc. | 0.03% | 4,252 | $50K | No change |
| KLAC KLA Corp. | 0.03% | 46 | $49K | Add +2.2% |
| AIVL Wisdomtree US AI Enhanced Va | 0.03% | 430 | $49K | No change |
| FLR Fluor Corp. | 0.03% | 1,163 | $49K | Reduce -1.3% |
| VMBS Vanguard Mortgage-Backed Sec | 0.03% | 1,028 | $48K | No change |
| HST Host Hotels & Resorts Inc. | 0.03% | 2,793 | $48K | Reduce -4.5% |
| ABCB Ameris Bancorp | 0.03% | 643 | $47K | Reduce -1.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.03% | 95 | $47K | Reduce -23.4% |
| SHO Sunstone Hotel Investors Inc. | 0.03% | 4,957 | $46K | No change |
| FTI Technipfmc PLC | 0.03% | 1,126 | $44K | Reduce -2.2% |
| UNM Unum Group | 0.03% | 571 | $44K | Reduce -1.7% |
| PFF iShares Preferred & Income S | 0.03% | 1,400 | $44K | New |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.03% | 397 | $44K | Reduce -7.0% |
| PPLI People Inc. filed as IAC INC | 0.03% | 1,295 | $44K | Reduce -0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.03% | 66 | $44K | Reduce -10.8% |
| PR Permian Resources Corp. Class A | 0.03% | 3,428 | $44K | Reduce -1.4% |
| O Realty Income Corp. | 0.03% | 720 | $44K | No change |
| DUK Duke Energy Corp. | 0.03% | 353 | $44K | Reduce -11.3% |
| TRP TC Energy Corp. | 0.03% | 800 | $44K | No change |
| CHWY Chewy Inc. Class A | 0.03% | 1,071 | $43K | Reduce -7.0% |
| HON Honeywell International Inc. | 0.03% | 205 | $43K | No change |
| CAT Caterpillar Inc. | 0.03% | 90 | $43K | Reduce -2.2% |
| DHR Danaher Corp. | 0.03% | 216 | $43K | No change |
| VNO Vornado Realty Trust | 0.03% | 1,054 | $43K | No change |
| THG Hanover Insurance Group Inc./ | 0.03% | 232 | $42K | Reduce -0.8% |
| BJRI Bj's Restaurants Inc. | 0.03% | 1,368 | $42K | No change |
| EMBJ Embraer SA-Spon ADR | 0.03% | 685 | $41K | No change |
| NSC Norfolk Southern Corp. | 0.03% | 136 | $41K | No change |
| CCL Carnival Corp. | 0.03% | 1,399 | $40K | No change |
| DVY iShares Select Dividend ETF | 0.03% | 284 | $40K | Add +0.3% |
| DOC Healthpeak Properties Inc. | 0.03% | 2,089 | $40K | No change |
| CODI Compass Diversified Holdings | 0.03% | 5,925 | $39K | Reduce -56.8% |
| WWW Wolverine World Wide Inc. | 0.03% | 1,345 | $37K | Reduce -1.8% |
| HYD Vaneck High Yield Muni ETF | 0.02% | 702 | $36K | Reduce -18.6% |
| VITL Vital Farms Inc. | 0.02% | 863 | $36K | Reduce -2.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.02% | 107 | $35K | No change |
| AGI Alamos Gold Inc. Class A | 0.02% | 1,000 | $35K | New |
| HYBB iShares BB Rated Corp. Bond | 0.02% | 730 | $35K | New |
| CBT Cabot Corp. | 0.02% | 451 | $34K | No change |
| AMCR Amcor PLC | 0.02% | 4,121 | $34K | Reduce -9.4% |
| INVX Innovex International Inc. | 0.02% | 1,807 | $34K | Reduce -1.9% |
| MKC McCormick & Co.-Non VTG SHRS | 0.02% | 500 | $33K | No change |
| FLXS Flexsteel Inds | 0.02% | 721 | $33K | Reduce -1.4% |
| HSII Heidrick & Struggles Intl | 0.02% | 670 | $33K | Reduce -1.5% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.02% | 254 | $33K | Reduce -1.9% |
| OFG Ofg Bancorp | 0.02% | 760 | $33K | Reduce -0.7% |
| BTCO Invsco GLXY BTCN ETF | 0.02% | 285 | $32K | No change |
| UL Unilever PLC | 0.02% | 545 | $32K | New |
| BAB Invesco Taxable Municipal Bo | 0.02% | 1,165 | $32K | No change |
| ETHE Grayscale Ethereum Staking E | 0.02% | 925 | $32K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.02% | 475 | $31K | Add +8.0% |
| SMR Nuscale Power Corp. | 0.02% | 850 | $31K | No change |
| VNQ Vanguard Real Estate ETF | 0.02% | 333 | $30K | Reduce -42.9% |
| PGNY Progyny Inc. | 0.02% | 1,398 | $30K | No change |
| HTH Hilltop Holdings Inc. | 0.02% | 899 | $30K | Reduce -1.1% |
| AVY Avery Dennison Corp. | 0.02% | 185 | $30K | No change |
| JNK SS SPDR BB High Yield Bond | 0.02% | 305 | $30K | No change |
| SHM SS SPDR N Ice St Muni ETF | 0.02% | 600 | $29K | No change |
| LIN Linde PLC | 0.02% | 61 | $29K | Add +1.7% |
| IRMD Iradimed Corp. | 0.02% | 402 | $29K | Reduce -0.7% |
| COLB Columbia Banking System Inc. | 0.02% | 1,108 | $29K | Reduce -0.9% |
| WIX Wix.com Ltd. | 0.02% | 159 | $28K | Add +12.8% |
| AMLP Alerian MLP ETF | 0.02% | 591 | $28K | No change |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.02% | 510 | $28K | Reduce -20.6% |
| CARR Carrier Global Corp. | 0.02% | 458 | $27K | No change |
| XYZ Block Inc. | 0.02% | 370 | $27K | Reduce -8.4% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.02% | 848 | $26K | Add +0.4% |
| VOOV Vanguard S&P 500 Value ETF | 0.02% | 130 | $26K | No change |
| C Citigroup Inc. | 0.02% | 253 | $26K | Add +0.8% |
| TEX Terex Corp. | 0.02% | 498 | $26K | Reduce -73.1% |
| LNTH Lantheus Holdings Inc. | 0.02% | 497 | $25K | Reduce -65.1% |
| PCRX Pacira Biosciences Inc. | 0.02% | 977 | $25K | No change |
| CYBR Cyberark Software Ltd./Israel | 0.02% | 52 | $25K | Reduce -50.9% |
| CNMD Conmed Corp. | 0.02% | 533 | $25K | Reduce -0.7% |
| BMRN Biomarin Pharmaceutical Inc. | 0.02% | 447 | $24K | Reduce -11.1% |
| MET Metlife Inc. | 0.02% | 292 | $24K | No change |
| DFIV Dimensional International Va | 0.02% | 520 | $24K | No change |
| MEGI Nylim CBRE GB Infra Mtrnd TF filed as NYLI CBRE GBL INFR MEGTRNDS | 0.02% | 1,600 | $23K | New |
| EEFT Euronet Worldwide Inc. | 0.02% | 264 | $23K | Reduce -77.5% |
| IVLU iShares MSCI International V | 0.02% | 649 | $23K | No change |
| OMCL Omnicell Inc. | 0.02% | 746 | $23K | Reduce -67.6% |
| NTLA Intellia Therapeutics Inc. | 0.02% | 1,300 | $22K | No change |
| SPIP SS SPDR P Tips ETF | 0.02% | 850 | $22K | No change |
| TRIP Tripadvisor Inc. | 0.01% | 1,350 | $22K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.01% | 100 | $22K | No change |
| PCOR Procore Technologies Inc. | 0.01% | 293 | $21K | Reduce -1.0% |
| AA Alcoa Corp. | 0.01% | 645 | $21K | Reduce -74.8% |
| SPAB SS SPDR P Agg Bond ETF | 0.01% | 813 | $21K | No change |
| HBB Hamilton Beach Brand-A | 0.01% | 1,454 | $21K | Reduce -1.4% |
| VYM Vanguard High DVD Yield ETF | 0.01% | 147 | $21K | No change |
| LKQ LKQ Corp. | 0.01% | 675 | $21K | Reduce -58.9% |
| JEPI JPMorgan Equity Premium Inco | 0.01% | 360 | $21K | No change |
| ASG Liberty All-Star Growth FD | 0.01% | 3,680 | $20K | New |
| USB US Bancorp | 0.01% | 421 | $20K | Add +0.2% |
| AER Aercap Holdings NV | 0.01% | 167 | $20K | New |
| GSHD Goosehead Insurance Inc. Class A | 0.01% | 271 | $20K | Reduce -1.4% |
| OLED Universal Display Corp. | 0.01% | 140 | $20K | Reduce -24.7% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.01% | 154 | $20K | No change |
| TT Trane Technologies PLC | 0.01% | 46 | $19K | No change |
| KALV Kalvista Pharmaceuticals Inc. | 0.01% | 1,590 | $19K | No change |
| IYM iShares U.S. Basic Materials | 0.01% | 130 | $19K | No change |
| ALK Alaska Air Group Inc. | 0.01% | 386 | $19K | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.01% | 20 | $19K | Reduce -4.8% |
| XGDVX Gabelli Dividend & Income TR | 0.01% | 700 | $19K | New |
| MDXG Mimedx Group Inc. | 0.01% | 2,707 | $19K | Reduce -0.7% |
| ALGT Allegiant Travel Co. | 0.01% | 306 | $19K | Reduce -18.4% |
| FIXT TCW Core Plus Bond ETF | 0.01% | 471 | $18K | Add +1.1% |
| AMPH Amphastar Pharmaceuticals Inc. | 0.01% | 682 | $18K | No change |
| OUT Outfront Media Inc. | 0.01% | 990 | $18K | New |
| BROS Dutch Bros Inc. Class A | 0.01% | 346 | $18K | Add +11433.3% |
| SMOT Vaneck Morningstar Smid Moat | 0.01% | 500 | $18K | No change |
| CTSH Cognizant Tech Solutions-A | 0.01% | 256 | $17K | Reduce -5.2% |
| ALB Albemarle Corp. | 0.01% | 208 | $17K | Reduce -2.8% |
| SYNA Synaptics Inc. | 0.01% | 240 | $16K | Reduce -0.8% |
| CLF Cleveland-Cliffs Inc. | 0.01% | 1,344 | $16K | Reduce -18.7% |
| RSG Republic Services Inc. | 0.01% | 71 | $16K | Add +1.4% |
| TGT Target Corp. | 0.01% | 180 | $16K | No change |
| HSY The Hershey Co. | 0.01% | 86 | $16K | No change |
| HAUZ Xtrackers Intl Real Estate | 0.01% | 681 | $16K | No change |
| PAHC Phibro Animal Health Corp. Class A | 0.01% | 381 | $15K | New |
| ISRG Intuitive Surgical Inc. | 0.01% | 34 | $15K | No change |
| NFG National Fuel Gas Co. | 0.01% | 166 | $15K | No change |
| UAL United Airlines Holdings Inc. | 0.01% | 157 | $15K | No change |
| ATXS Astria Therapeutics Inc. | 0.01% | 2,000 | $15K | No change |
| SCL Stepan Co. | 0.01% | 305 | $15K | No change |
| COST Costco Wholesale Corp. | 0.01% | 16 | $14K | Reduce -5.9% |
| SRG Seritage Growth Prop- A | 0.01% | 3,382 | $14K | No change |
| CSWC Capital Southwest Corp. | 0.01% | 650 | $14K | New |
| USFR Wisdomtree Floating Rate Tre | 0.01% | 282 | $14K | No change |
| PECO Phillips Edison & Company Inc. | 0.01% | 410 | $14K | Reduce -19.6% |
| SRE Sempra | 0.01% | 156 | $14K | No change |
| SPOT Spotify Technology SA | 0.01% | 20 | $14K | No change |
| NSA National Storage Affiliates | 0.01% | 455 | $14K | Reduce -78.3% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.01% | 379 | $14K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.01% | 317 | $14K | No change |
| CSRE C&S Real Estate Active ETF | 0.01% | 519 | $14K | New |
| EBND State Street SPDR Bloomberg | 0.01% | 620 | $13K | No change |
| NUE Nucor Corp. | 0.01% | 97 | $13K | Reduce -13.4% |
| AVES Avantis Emerging Markets Val | 0.01% | 225 | $13K | Add +800.0% |
| YUMC Yum China Holdings Inc. | 0.01% | 300 | $13K | No change |
| AVEM Avantis Emerging Markets Eq | 0.01% | 170 | $13K | New |
| WERN Werner Enterprises Inc. | 0.01% | 105 | $13K | Reduce -87.0% |
| VNLA Janus Henderson Short Durati | 0.01% | 255 | $13K | No change |
| DOLE Dole Food Co. Inc. filed as DOLE PLC ORD SHS | 0.01% | 930 | $12K | Add +4.5% |
| CMC Commercial Metals Co. | 0.01% | 218 | $12K | No change |
| MINT PIMCO Enhanced Short Maturit | 0.01% | 124 | $12K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.01% | 140 | $12K | No change |
| ITW Illinois Tool Works | 0.01% | 46 | $12K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.01% | 215 | $11K | No change |
| FE Firstenergy Corp. | 0.01% | 238 | $11K | No change |
| ADM Archer-Daniels-Midland Co. | 0.01% | 180 | $11K | New |
| STLD Steel Dynamics Inc. | 0.01% | 77 | $11K | No change |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.01% | 117 | $10K | No change |
| AVUV Avantis US Small Cap Value | 0.01% | 105 | $10K | No change |
| SHOP Shopify Inc. Class A | 0.01% | 70 | $10K | Reduce -2.8% |
| TMUS T-Mobile US Inc. | 0.01% | 43 | $10K | Reduce -58.6% |
| NEE Nextera Energy Inc. | 0.01% | 136 | $10K | No change |
| FLTR Vaneck Ig Floating Rate ETF | 0.01% | 400 | $10K | No change |
| FCX Freeport-McMoran Inc. | 0.01% | 260 | $10K | No change |
| XNROX Neu Re Est Sec Inc. FD Inc.-US filed as NEUBERGER BERMAN REAL ESTATE | 0.01% | 3,145 | $10K | New |
| PBW Invesco Wilderhill Clean Ene | 0.01% | 351 | $10K | No change |
| LOW Lowe's Cos Inc. | 0.01% | 40 | $10K | Reduce -29.8% |
| WTM White Mountains Insurance GP | 0.01% | 6 | $10K | No change |
| MCD McDonald's Corp. | 0.01% | 33 | $10K | No change |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.01% | 100 | $10K | No change |
| INDB Independent Bank Corp. | 0.01% | 143 | $10K | No change |
| SCHH Schwab US REIT ETF | 0.01% | 456 | $10K | No change |
| B Barrick Mining Corp. | 0.01% | 300 | $10K | New |
| ZBH Zimmer Biomet Holdings Inc. | 0.01% | 98 | $10K | No change |
| BSCP Invesco Bulletshares 2025 CB | 0.01% | 456 | $9K | No change |
| CEF Sprott Physical Gold and Sil | 0.01% | 255 | $9K | No change |
| PPL PPL Corp. | 0.01% | 250 | $9K | No change |
| IJR iShares Core S&P Small-Cap E | 0.01% | 78 | $9K | No change |
| IDV iShares International Select | 0.01% | 245 | $9K | No change |
| QCOM Qualcomm Inc. | 0.01% | 54 | $9K | Add +1.9% |
| MLPX Global X MLP & Energy Infras | 0.01% | 142 | $9K | New |
| EXR Extra Space Storage Inc. | 0.01% | 63 | $9K | Add +250.0% |
| CWB SS SPDR BB Conv Sec ETF | 0.01% | 97 | $9K | No change |
| KTB Kontoor Brands Inc. | 0.01% | 110 | $9K | No change |
| PCEF Invesco Cef Income Composite | 0.01% | 435 | $9K | No change |
| MCO Moody's Corp. | 0.01% | 18 | $9K | Add +5.9% |
| VCIT Vanguard Int-Term Corporate | 0.01% | 100 | $8K | No change |
| PSA Public Storage | 0.01% | 29 | $8K | No change |
| RBA RB Global Inc. | 0.01% | 76 | $8K | No change |
| CEG Constellation Energy | 0.01% | 25 | $8K | No change |
| BHB Bar Harbor Bankshares filed as BAR HBR BANKSHARES | 0.01% | 270 | $8K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.01% | 80 | $8K | Reduce -20.0% |
| CGGR Cap Group Growth Equity | 0.01% | 184 | $8K | Reduce -8.5% |
| NTRA Natera Inc. | 0.01% | 50 | $8K | No change |
| DG Dollar General Corp. | 0.01% | 76 | $8K | Add +1.3% |
| GEHC GE Healthcare Technology | 0.01% | 104 | $8K | No change |
| HYLB Xtrackers Usd High Yield Cor | 0.01% | 206 | $8K | No change |
| SNA Snap-on Inc. | 0.01% | 22 | $8K | No change |
| ALL Allstate Corp. | 0.01% | 35 | $8K | Reduce -7.9% |
| PM Philip Morris International | 0.01% | 46 | $7K | No change |
| AMG Affiliated Managers Group | 0.00% | 30 | $7K | Reduce -25.0% |
| H Hyatt Hotels Corp. Class A | 0.00% | 50 | $7K | No change |
| DTM DT Midstream Inc. | 0.00% | 61 | $7K | No change |
| XNCMX Nuveen Ca Amt-FR Muni Inc. | 0.00% | 536 | $7K | No change |
| WEC WEC Energy Group Inc. | 0.00% | 59 | $7K | No change |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.00% | 100 | $7K | No change |
| JBLU Jetblue Airways Corp. | 0.00% | 1,356 | $7K | Reduce -20.5% |
| IR Ingersoll-Rand Inc. | 0.00% | 80 | $7K | Reduce -11.1% |
| SPTI SS SPDR P Int Term TSY ETF | 0.00% | 226 | $7K | No change |
| CTO Cto Realty Growth Inc. filed as CTO RLTY GROWTH INC NEW | 0.00% | 400 | $7K | New |
| CNC Centene Corp. | 0.00% | 170 | $6K | Add +30.8% |
| CMT Core Molding Technologies Inc. | 0.00% | 293 | $6K | No change |
| IWY iShares Russell Top 200 Grow | 0.00% | 22 | $6K | New |
| BLK BlackRock Inc. | 0.00% | 5 | $6K | No change |
| MYN BlackRock Muniyield NY QLTY | 0.00% | 600 | $6K | No change |
| CB Chubb Ltd. | 0.00% | 21 | $6K | No change |
| FSTA Fidelity MSCI Cons Stap Indx | 0.00% | 118 | $6K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.00% | 126 | $6K | No change |
| DLTR Dollar Tree Inc. | 0.00% | 61 | $6K | No change |
| FGD First Trust DJ GL Sel DVD | 0.00% | 200 | $6K | No change |
| COIN Coinbase Global Inc. Class A | 0.00% | 17 | $6K | No change |
| MBB iShares MBS ETF | 0.00% | 60 | $6K | No change |
| WRBY Warby Parker Inc. Class A | 0.00% | 200 | $6K | No change |
| KD Kyndryl Holdings Inc. | 0.00% | 183 | $5K | Reduce -4.2% |
| DTE DTE Energy Company | 0.00% | 38 | $5K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.00% | 96 | $5K | No change |
| ELF Elf Beauty Inc. | 0.00% | 40 | $5K | No change |
| UNP Union Pacific Corp. | 0.00% | 22 | $5K | No change |
| GIS General Mills Inc. | 0.00% | 103 | $5K | No change |
| TIP iShares Tips Bond ETF | 0.00% | 45 | $5K | New |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 0.00% | 200 | $5K | New |
| TAN Invesco Solar ETF | 0.00% | 112 | $5K | No change |
| DFJ Wisdomtree JPN S/C DVD Fund | 0.00% | 50 | $5K | No change |
| FXI iShares China Large-Cap ETF | 0.00% | 115 | $5K | No change |
| CLH Clean Harbors Inc. | 0.00% | 20 | $5K | No change |
| MRP Millrose Properties | 0.00% | 136 | $5K | No change |
| SOBO South Bow Corp. | 0.00% | 160 | $5K | No change |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.00% | 78 | $4K | Add +4.0% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.00% | 55 | $4K | No change |
| AVDL Avadel Pharmaceuticals Ltd. | 0.00% | 290 | $4K | No change |
| WAB Wabtec Corp. | 0.00% | 22 | $4K | No change |
| EFA iShares MSCI Eafe ETF | 0.00% | 47 | $4K | Reduce -68.0% |
| DVA Davita Inc. | 0.00% | 33 | $4K | No change |
| NYT New York Times Co. Class A | 0.00% | 75 | $4K | No change |
| CMI Cummins Inc. | 0.00% | 10 | $4K | No change |
| WM Waste Management Inc. | 0.00% | 19 | $4K | Reduce -24.0% |
| DEO Diageo PLC-Sponsored ADR | 0.00% | 44 | $4K | Add +2.3% |
| SPSB SS SPDR P St C Corp. ETF | 0.00% | 137 | $4K | No change |
| PLD Prologis Inc. | 0.00% | 36 | $4K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.00% | 60 | $4K | No change |
| UPS United Parcel Service Class B | 0.00% | 48 | $4K | No change |
| SNDK Sandisk Corp. | 0.00% | 35 | $4K | Reduce -37.5% |
| DAL Delta Air Lines Inc. | 0.00% | 68 | $4K | No change |
| WDAY Workday Inc. Class A | 0.00% | 16 | $4K | No change |
| KRT Karat Packaging Inc. | 0.00% | 150 | $4K | No change |
| VRT Vertiv Holdings Co. Class A | 0.00% | 25 | $4K | No change |
| IWF iShares Russell 1000 Growth | 0.00% | 8 | $4K | No change |
| EOG EOG Resources Inc. | 0.00% | 30 | $3K | No change |
| NVG Nuveen Amt-FR Muni CRDT | 0.00% | 270 | $3K | No change |
| PGR Progressive Corp. | 0.00% | 13 | $3K | No change |
| ACN Accenture PLC Class A | 0.00% | 13 | $3K | No change |
| BSX Boston Scientific Corp. | 0.00% | 32 | $3K | No change |
| MA Mastercard Inc. Class A | 0.00% | 6 | $3K | Add +20.0% |
| SCHW Schwab (charles) Corp. | 0.00% | 33 | $3K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.00% | 22 | $3K | No change |
| INDA iShares MSCI India ETF | 0.00% | 59 | $3K | No change |
| AWK American Water Works Co. Inc. | 0.00% | 22 | $3K | No change |
| SRTA Strata Critical Medical Inc. | 0.00% | 600 | $3K | Reduce -86.4% |
| APH Amphenol Corp. Class A | 0.00% | 24 | $3K | No change |
| ET Energy Transfer LP | 0.00% | 175 | $3K | Add +84.2% |
| ACGL Arch Capital Group Ltd. | 0.00% | 33 | $3K | No change |
| WFCF Where Food Comes From Inc. | 0.00% | 225 | $3K | No change |
| UNB Union Bankshares Inc. | 0.00% | 120 | $3K | No change |
| CPA Copa Holdings SA Class A | 0.00% | 25 | $3K | No change |
| AXON Axon Enterprise Inc. | 0.00% | 4 | $3K | Reduce -20.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.00% | 30 | $3K | No change |
| PCAR Paccar Inc. | 0.00% | 29 | $3K | No change |
| SHAK Shake Shack Inc. Class A | 0.00% | 30 | $3K | No change |
| BA The Boeing Co. | 0.00% | 13 | $3K | No change |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.00% | 30 | $3K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.00% | 15 | $3K | Add +7.1% |
| NTNX Nutanix Inc. Class A | 0.00% | 36 | $3K | Reduce -64.4% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.00% | 100 | $3K | Reduce -77.8% |
| NOC Northrop Grumman Corp. | 0.00% | 4 | $2K | No change |
| ETH Grayscale Ethereum Staking M | 0.00% | 62 | $2K | No change |
| ABNB Airbnb Inc. Class A | 0.00% | 20 | $2K | No change |
| ANET Arista Networks Inc. | 0.00% | 17 | $2K | Add +6.3% |
| CVY Invesco Zacks Multi-Asset Inc. | 0.00% | 85 | $2K | No change |
| INTU Intuit Inc. | 0.00% | 3 | $2K | No change |
| CHTR Charter Communications Inc. Class A | 0.00% | 8 | $2K | No change |
| ZTS Zoetis Inc. | 0.00% | 15 | $2K | No change |
| HIFS Hingham Institution for SVGS | 0.00% | 8 | $2K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 176 | $2K | No change |
| EVCM Evercommerce Inc. | 0.00% | 187 | $2K | No change |
| PRU Prudential Financial Inc. | 0.00% | 20 | $2K | No change |
| CINF Cincinnati Financial Corp. | 0.00% | 13 | $2K | No change |
| PAYX Paychex Inc. | 0.00% | 16 | $2K | No change |
| ED Consolidated Edison Inc. | 0.00% | 20 | $2K | No change |
| ROKU Roku Inc. | 0.00% | 20 | $2K | No change |
| SPGI S&P Global Inc. | 0.00% | 4 | $2K | No change |
| NCLH Norwegian Cruise Line Holdin | 0.00% | 80 | $2K | No change |
| APA Apa Corp. | 0.00% | 80 | $2K | No change |
| PH Parker Hannifin Corp. | 0.00% | 3 | $2K | Add +50.0% |
| GS Goldman Sachs Group Inc. | 0.00% | 2 | $2K | No change |
| IVZ Invesco Ltd. | 0.00% | 80 | $2K | No change |
| SYK Stryker Corp. | 0.00% | 5 | $2K | Add +25.0% |
| EUSA iShares MSCI USA Equal Weigh | 0.00% | 17 | $2K | Add +112.5% |
| BP BP PLC-Spons ADR | 0.00% | 50 | $2K | No change |
| WELL Welltower Inc. | 0.00% | 9 | $2K | No change |
| TEVA Teva Pharmaceutical-SP ADR | 0.00% | 82 | $2K | No change |
| ORLY O'reilly Automotive Inc. | 0.00% | 15 | $2K | No change |
| TRGP Targa Resources Corp. | 0.00% | 10 | $2K | Add +11.1% |
| CMCSA Comcast Corp. Class A | 0.00% | 50 | $2K | Reduce -85.7% |
| CSGP Costar Group Inc. | 0.00% | 18 | $2K | No change |
| PCG P G & E Corp. | 0.00% | 100 | $2K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.00% | 8 | $1K | No change |
| ECL Ecolab Inc. | 0.00% | 5 | $1K | Add +25.0% |
| KYN Kayne Anderson Energy Infra | 0.00% | 100 | $1K | No change |
| SWKS Skyworks Solutions Inc. | 0.00% | 15 | $1K | No change |
| MMM 3M Co. | 0.00% | 7 | $1K | No change |
| JMTG Mortgage-Backed Securities filed as J P MORGAN EXCHANGE TRADED F | 0.00% | 22 | $1K | No change |
| MSI Motorola Solutions Inc. | 0.00% | 2 | $1K | No change |
| BXMT Blackstone Mortgage Tru Class A | 0.00% | 60 | $1K | No change |
| GROV Grove Collaborative Holdings | 0.00% | 700 | $1K | No change |
| VXUS Vanguard Total Intl Stock | 0.00% | 13 | $955 | No change |
| EVGO Evgo Inc. | 0.00% | 200 | $946 | No change |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.00% | 15 | $894 | No change |
| URBN Urban Outfitters Inc. | 0.00% | 12 | $857 | New |
| OGN Organon & Co. | 0.00% | 75 | $801 | No change |
| XBI SS SPDR S&P Biotech ETF | 0.00% | 7 | $701 | No change |
| CCI Crown Castle Inc. | 0.00% | 7 | $675 | Reduce -50.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.00% | 1 | $600 | No change |
| AVSC Avantis US Small Cap Equity | 0.00% | 10 | $573 | No change |
| DDOG Datadog Inc. Class A | 0.00% | 4 | $570 | No change |
| AAL American Airlines Group Inc. | 0.00% | 50 | $562 | No change |
| NOK Nokia Corp.-Spon ADR | 0.00% | 100 | $481 | No change |
| WEX Wex Inc. | 0.00% | 3 | $473 | Reduce -83.3% |
| WEN The Wendy's Co. | 0.00% | 50 | $458 | No change |
| KMX Carmax Inc. | 0.00% | 10 | $449 | No change |
| INDS Pacer Industrial Real Estate | 0.00% | 11 | $409 | No change |
| DKNG Draftkings Inc. Class A | 0.00% | 10 | $374 | No change |
| DOCN Digitalocean Holdings Inc. | 0.00% | 10 | $342 | No change |
| CMG Chipotle Mexican Grill Inc. | 0.00% | 8 | $314 | Reduce -71.4% |
| LAR Lithium Argentina AG | 0.00% | 88 | $294 | No change |
| OAKM Oakmark US Large Cap ETF | 0.00% | 10 | $268 | No change |
| FCEL Fuelcell Energy Inc. | 0.00% | 30 | $234 | No change |
| SNAP Snap Inc. Class A | 0.00% | 26 | $200 | No change |
| CDZI Cadiz Inc. | 0.00% | 35 | $165 | No change |
| NKE Nike Inc. Class B | 0.00% | 2 | $139 | No change |
| QGRO American Century US Quality | 0.00% | 1 | $114 | No change |
| SDVY First Trust Smid Cap Rising | 0.00% | 3 | $114 | No change |
| WBD Warner Bros Discovery Inc. | 0.00% | 5 | $98 | Reduce -99.1% |
| ONEW Onewater Marine Inc. Class A | 0.00% | 6 | $95 | No change |
| GSEW Goldman Sachs Eql WGHT Large | 0.00% | 1 | $85 | No change |
| CROX Crocs Inc. | 0.00% | 1 | $84 | No change |
| RDNT Radnet Inc. | 0.00% | 1 | $76 | No change |
| HIMX Himax Technologies Inc.-ADR | 0.00% | 7 | $62 | No change |
| UAA Under Armour Inc. Class A | 0.00% | 11 | $55 | Reduce -98.0% |
| SIRI Sirius XM Holdings Inc. | 0.00% | 2 | $47 | No change |
| GENK Gen Restaurant Group Inc. | 0.00% | 15 | $41 | No change |
| DNUT Krispy Kreme Inc. | 0.00% | 8 | $31 | No change |
| BYND Beyond Meat Inc. | 0.00% | 10 | $19 | No change |