| SPIB SS SPDR P Int C Corp. ETF | 3.30% | 144,987 | $4.9M | Add +4.0% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 2.75% | 43,503 | $4.1M | Add +2.0% |
| IEF iShares 7-10 Year Treasury B | 2.41% | 37,291 | $3.6M | Add +3.1% |
| FRDM Freedom 100 Emeging MRKT ETF | 2.30% | 62,240 | $3.4M | Add +0.2% |
| SPTS SS SPDR P St Term TSY ETF | 2.11% | 106,607 | $3.1M | Add +0.7% |
| TY Tri-Continental Corp. | 1.98% | 92,650 | $2.9M | Add +0.3% |
| JPM JPMorgan Chase & Co. | 1.77% | 8,880 | $2.6M | Reduce -0.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.74% | 16,074 | $2.6M | Reduce -0.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.73% | 48,486 | $2.5M | Add +0.4% |
| SCHP Schwab U.S. Tips ETF | 1.64% | 91,203 | $2.4M | Add +1.9% |
| AAPL Apple Inc. | 1.62% | 9,415 | $2.4M | Add +0.2% |
| TSM Taiwan Semiconductor-SP ADR | 1.61% | 7,037 | $2.4M | Add +0.4% |
| JSI JH Securitized Income ETF | 1.57% | 44,929 | $2.3M | Add +3.1% |
| RTX RTX Corp. | 1.32% | 10,070 | $1.9M | Reduce -15.2% |
| SUB iShares Short-Term National | 1.17% | 16,199 | $1.7M | Reduce -3.8% |
| ABBV Abbvie Inc. | 1.11% | 7,533 | $1.6M | Add +0.2% |
| CVX Chevron Corp. | 1.11% | 7,912 | $1.6M | Reduce -0.3% |
| ANGL Vaneck Fallen Angel High YLD | 1.05% | 54,080 | $1.6M | Add +2.8% |
| TOTL SS Doubleline TR Tact ETF | 1.05% | 39,042 | $1.6M | Reduce -0.1% |
| MSFT Microsoft Corp. | 1.05% | 4,179 | $1.5M | Add +0.5% |
| JHPI John Hancock Preferred Incom | 0.99% | 64,970 | $1.5M | Add +4.0% |
| NVS Novartis AG-Sponsored ADR | 0.94% | 9,094 | $1.4M | Add +0.7% |
| MPC Marathon Petroleum Corp. | 0.92% | 5,569 | $1.4M | Add +0.8% |
| STX Seagate Technology Holdings | 0.92% | 3,455 | $1.4M | Reduce -22.1% |
| SSGA ACTIVE TR | 0.85% | 29,343 | $1.2M | Add +2.7% |
| ITM Vaneck Intermediate Muni ETF | 0.82% | 26,082 | $1.2M | No change |
| SCHR Schwab Intermediate-Term US | 0.76% | 45,070 | $1.1M | No change |
| SO The Southern Co. | 0.75% | 11,423 | $1.1M | Add +0.6% |
| EPR Epr Properties filed as EPR PPTYS | 0.74% | 21,971 | $1.1M | Add +0.8% |
| BMY Bristol-Myers Squibb Co. | 0.71% | 17,306 | $1.0M | Add +1.8% |
| JCI Johnson Controls Internation | 0.70% | 7,894 | $1.0M | Add +0.8% |
| PFE Pfizer Inc. | 0.70% | 36,738 | $1.0M | Add +1.0% |
| VZ Verizon Communications Inc. | 0.70% | 20,535 | $1.0M | Reduce -15.8% |
| BOND PIMCO Active Bond Exchange-T | 0.68% | 10,883 | $1.0M | Add +0.1% |
| ETN Eaton Corp. PLC | 0.68% | 2,803 | $1.0M | Add +0.0% |
| AZN Astrazeneca PLC-Spons ADR | 0.67% | 5,029 | $992K | Add +1.3% |
| FHI Federated Hermes Inc. | 0.66% | 17,234 | $977K | Add +1.1% |
| POWL Powell Industries Inc. | 0.65% | 1,786 | $966K | Reduce -43.9% |
| GLW Corning Inc. | 0.65% | 7,072 | $962K | Reduce -40.0% |
| TYG Tortoise Energy Infrastruct | 0.64% | 18,838 | $939K | Add +1.8% |
| GILD Gilead Sciences Inc. | 0.63% | 6,672 | $930K | Add +3.0% |
| XOM Exxon Mobil Corp. | 0.63% | 5,452 | $925K | No change |
| QUS SS SPDR MSCI U Stratfact ETF | 0.62% | 5,290 | $908K | Reduce -1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.58% | 1,772 | $849K | Reduce -5.7% |
| MOAT Vaneck Morningstar Wide Moat | 0.57% | 8,706 | $842K | Add +0.2% |
| TPR Tapestry Inc. | 0.57% | 5,925 | $836K | Reduce -0.9% |
| PEP Pepsico Inc. | 0.56% | 5,285 | $821K | Add +1.6% |
| GOOGL Alphabet Inc. Class A | 0.53% | 2,731 | $785K | Reduce -2.5% |
| ARCC Ares Capital Corp. | 0.52% | 42,465 | $765K | Add +1.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.51% | 3,118 | $756K | Add +0.3% |
| NTAP Netapp Inc. | 0.50% | 7,201 | $737K | Add +2.7% |
| LNG Cheniere Energy Inc. | 0.49% | 2,541 | $721K | Add +3.4% |
| LNC Lincoln National Corp. | 0.49% | 20,251 | $719K | Reduce -1.1% |
| HD Home Depot Inc. | 0.49% | 2,183 | $718K | Add +0.8% |
| MDLZ Mondelez International Inc. Class A | 0.49% | 12,455 | $718K | Add +0.8% |
| ADC Agree Realty Corp. | 0.49% | 9,508 | $717K | Add +0.3% |
| LEA Lear Corp. | 0.48% | 5,852 | $709K | Add +1.3% |
| AVGO Broadcom Inc. | 0.47% | 2,246 | $695K | Reduce -1.9% |
| AMZN Amazon.com Inc. | 0.47% | 3,336 | $695K | Reduce -2.0% |
| TRV The Travelers Cos Inc. | 0.46% | 2,346 | $684K | Add +0.3% |
| IGEB iShares Investment Grade SYS | 0.46% | 15,109 | $681K | Add +4.6% |
| JNJ Johnson & Johnson | 0.46% | 2,784 | $681K | Reduce -0.1% |
| KMI Kinder Morgan Inc. | 0.45% | 19,801 | $664K | Reduce -26.4% |
| TFC Truist Financial Corp. | 0.45% | 14,332 | $659K | Add +2.6% |
| TFLR T Rowe Price Floating RT ETF | 0.44% | 12,977 | $654K | Add +6.9% |
| RPM RPM International Inc. | 0.44% | 6,512 | $647K | Add +1.9% |
| DRH Diamondrock Hospitality Co. | 0.44% | 69,068 | $647K | Add +1.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.43% | 6,554 | $632K | Add +0.5% |
| MDT Medtronic PLC | 0.42% | 7,234 | $627K | Reduce -41.8% |
| PGX Invesco Preferred ETF | 0.41% | 55,508 | $604K | Reduce -0.3% |
| BX Blackstone Inc. | 0.41% | 5,244 | $603K | Add +2.4% |
| WMB Williams Cos Inc. | 0.41% | 8,241 | $600K | No change |
| OUT Outfront Media Inc. | 0.40% | 22,540 | $597K | Reduce -2.2% |
| GD General Dynamics Corp. | 0.40% | 1,725 | $592K | No change |
| RL Ralph Lauren Corp. | 0.40% | 1,716 | $590K | Add +1.9% |
| D Dominion Energy Inc. | 0.39% | 9,396 | $581K | Add +3.0% |
| STWD Starwood Property Trust Inc. | 0.39% | 33,595 | $579K | Add +3.4% |
| PANW Palo Alto Networks Inc. | 0.38% | 3,502 | $562K | Add +18.2% |
| PEG Public Service Enterprise GP | 0.38% | 6,913 | $560K | Add +3.1% |
| INVH Invitation Homes Inc. | 0.37% | 21,939 | $545K | Add +1.4% |
| PNW Pinnacle West Capital | 0.37% | 5,377 | $542K | Add +2.6% |
| WMT Walmart Inc. | 0.37% | 4,356 | $541K | Reduce -42.1% |
| R Ryder System Inc. | 0.36% | 2,615 | $535K | Reduce -1.8% |
| EPD Enterprise Products Partners | 0.35% | 13,547 | $513K | Add +1.8% |
| TTE Totalenergies SE | 0.35% | 5,623 | $512K | Add +1.1% |
| CAH Cardinal Health Inc. | 0.34% | 2,385 | $504K | Reduce -1.9% |
| CFG Citizens Financial Group | 0.33% | 8,010 | $480K | Add +1.3% |
| T AT&T Inc. | 0.32% | 16,339 | $474K | Reduce -31.8% |
| SMG Scotts Miracle-Gro Co. | 0.32% | 7,785 | $473K | Add +3.5% |
| GLD SPDR Gold Shares | 0.32% | 1,096 | $472K | Reduce -0.8% |
| GRMN Garmin Ltd. | 0.32% | 2,006 | $466K | Reduce -0.1% |
| MGA Magna International Inc. | 0.31% | 8,302 | $463K | Add +0.8% |
| HTGC Hercules Capital Inc. | 0.31% | 30,993 | $458K | No change |
| SCHO Schwab Short-Term US Treas | 0.31% | 18,796 | $456K | No change |
| PFFD Global X US Preferred ETF | 0.31% | 24,738 | $455K | Add +9.6% |
| DRI Darden Restaurants Inc. | 0.29% | 2,218 | $435K | Add +1.3% |
| TXN Texas Instruments Inc. | 0.29% | 2,234 | $434K | Add +6.3% |
| EMB iShares JP Morgan Usd Emergi | 0.29% | 4,583 | $431K | Add +0.7% |
| HASI Ha Sustainable Infrastructur | 0.29% | 11,606 | $427K | Add +1.9% |
| VTRS Viatris Inc. | 0.29% | 31,197 | $421K | Reduce -32.5% |
| ORCL Oracle Corp. | 0.28% | 2,834 | $417K | Add +6.3% |
| RITM Rithm Capital Corp. | 0.28% | 43,983 | $417K | Reduce -1.9% |
| EMBD Global X Emerging Markets BD | 0.28% | 17,770 | $416K | Add +2.4% |
| HAS Hasbro Inc. | 0.28% | 4,369 | $409K | No change |
| STZ Constellation Brands Inc. Class A | 0.28% | 2,721 | $408K | Add +4.0% |
| SCHD Schwab US DVD Equity ETF | 0.26% | 12,569 | $386K | Reduce -9.1% |
| APD Air Products & Chemicals Inc. | 0.26% | 1,315 | $382K | Add +6.1% |
| MO Altria Group Inc. | 0.25% | 5,653 | $373K | No change |
| OKE Oneok Inc. | 0.25% | 4,103 | $371K | Reduce -2.2% |
| SKT Tanger Inc. | 0.25% | 10,662 | $362K | Add +3.0% |
| Q Qnity Electronics Inc. | 0.25% | 3,139 | $362K | Reduce -2.1% |
| ABT Abbott Laboratories | 0.24% | 3,431 | $352K | Reduce -0.4% |
| SMMD iShares Russell 2500 ETF | 0.24% | 4,611 | $352K | Reduce -2.4% |
| VFC VF Corp. | 0.24% | 20,591 | $350K | Add +2.5% |
| MNRO Monro Inc. | 0.24% | 21,777 | $349K | Reduce -49.1% |
| MELI MercadoLibre Inc. | 0.23% | 199 | $344K | Add +1.5% |
| VLO Valero Energy Corp. | 0.23% | 1,371 | $339K | Reduce -0.3% |
| SAM Boston Beer Company Inc. Class A | 0.23% | 1,469 | $338K | Add +48.4% |
| TMO Thermo Fisher Scientific Inc. | 0.22% | 669 | $329K | No change |
| CUZ Cousins Properties Inc. | 0.22% | 14,461 | $326K | Add +4.0% |
| MRVL Marvell Technology Inc. | 0.22% | 3,279 | $325K | Reduce -1.1% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA B C | 0.22% | 4,674 | $324K | Add +0.4% |
| DD Dupont DE Nemours Inc. | 0.22% | 6,968 | $319K | Add +18.5% |
| JEPI JPMorgan Equity Premium Inco | 0.21% | 5,519 | $313K | Add +0.3% |
| KMB Kimberly-Clark Corp. | 0.20% | 3,124 | $301K | Reduce -3.3% |
| MTN Vail Resorts Inc. | 0.19% | 2,137 | $274K | Reduce -13.9% |
| NEWT Newtekone Inc. | 0.18% | 24,637 | $270K | No change |
| SWK Stanley Black & Decker Inc. | 0.18% | 3,728 | $265K | New |
| SYY Sysco Corp. | 0.18% | 3,673 | $262K | Add +1.2% |
| LRCX Lam Research Corp. | 0.17% | 1,192 | $255K | Reduce -17.3% |
| FCPT Four Corners Property Trust | 0.16% | 10,263 | $243K | Add +5.4% |
| SHYD Vaneck SH Hi YLD Muni | 0.16% | 10,553 | $239K | No change |
| UTL Unitil Corp. | 0.16% | 4,570 | $239K | Reduce -1.8% |
| BBY Best Buy Co. Inc. | 0.16% | 3,684 | $237K | Add +5.0% |
| NXT Nextpower Inc. | 0.16% | 1,957 | $236K | Reduce -0.9% |
| CSCO Cisco Systems Inc. | 0.16% | 3,037 | $236K | No change |
| FDX FedEx Corp. | 0.16% | 658 | $234K | Reduce -0.8% |
| AMAT Applied Materials Inc. | 0.16% | 683 | $233K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.16% | 2,819 | $233K | No change |
| CLX Clorox Company | 0.16% | 2,211 | $229K | Add +40.0% |
| XRAY Dentsply Sirona Inc. | 0.16% | 19,744 | $229K | Add +1.6% |
| HQY Healthequity Inc. | 0.15% | 2,706 | $226K | Reduce -0.1% |
| RNR Renaissancere Holdings Ltd. | 0.15% | 760 | $226K | Reduce -0.7% |
| UTHR United Therapeutics Corp. | 0.15% | 381 | $226K | Reduce -0.8% |
| FLNG Flex LNG Ltd. | 0.15% | 7,554 | $224K | Add +2.1% |
| ENTG Entegris Inc. | 0.15% | 1,888 | $221K | Reduce -2.6% |
| EXPE Expedia Group Inc. | 0.15% | 958 | $221K | Reduce -1.0% |
| IIPR Innovative Industrial Proper | 0.15% | 4,336 | $218K | Add +0.4% |
| TSLA Tesla Inc. | 0.14% | 575 | $214K | No change |
| EMR Emerson Electric Co. | 0.14% | 1,623 | $213K | Reduce -0.4% |
| ADI Analog Devices Inc. | 0.14% | 666 | $212K | Reduce -0.8% |
| BKLN Invesco Senior Loan ETF | 0.14% | 10,357 | $211K | No change |
| GXO Gxo Logistics Inc. | 0.14% | 4,036 | $209K | Reduce -1.3% |
| RRX Regal Rexnord Corp. | 0.14% | 1,116 | $209K | Add +9.3% |
| ENB Enbridge Inc. | 0.14% | 3,852 | $209K | Add +1.3% |
| MKSI MKS Inc. | 0.14% | 888 | $204K | Reduce -0.6% |
| HXL Hexcel Corp. | 0.14% | 2,512 | $203K | Reduce -0.9% |
| TCMD Tactile Systems Technology I | 0.14% | 7,777 | $203K | Reduce -2.9% |
| CVS CVS Health Corp. | 0.13% | 2,730 | $196K | Add +1.8% |
| V Visa Inc. Class A | 0.13% | 644 | $195K | Add +28.3% |
| CIEN Ciena Corp. | 0.13% | 501 | $195K | Reduce -43.6% |
| COHR Coherent Corp. | 0.13% | 815 | $194K | Reduce -53.7% |
| MLR Miller Industries Inc. | 0.13% | 4,156 | $189K | Add +2.3% |
| FANG Diamondback Energy Inc. | 0.13% | 940 | $186K | Reduce -1.3% |
| AXP American Express Co. | 0.12% | 600 | $181K | Reduce -1.3% |
| AVDE Avantis International Equity | 0.12% | 2,122 | $180K | Reduce -3.9% |
| DELL Dell Technologies -C | 0.12% | 1,096 | $180K | Add +0.7% |
| SOLS Solstice Adv Materials Inc. | 0.12% | 2,350 | $179K | Reduce -0.2% |
| CFR Cullen/Frost Bankers Inc. | 0.12% | 1,295 | $178K | Reduce -0.2% |
| COCO The Vita Coco Co. Inc. | 0.12% | 3,678 | $176K | Reduce -1.2% |
| MU Micron Technology Inc. | 0.12% | 518 | $175K | Reduce -57.8% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.12% | 808 | $175K | No change |
| NVDA Nvidia Corp. | 0.12% | 986 | $172K | No change |
| CGNX Cognex Corp. | 0.12% | 3,505 | $172K | Reduce -0.6% |
| TER Teradyne Inc. | 0.11% | 570 | $169K | Reduce -28.8% |
| COMP Compass Inc. Class A | 0.11% | 22,965 | $168K | Add +8.2% |
| SSNC Ss&c Technologies Holdings | 0.11% | 2,467 | $167K | Add +44.2% |
| DOV Dover Corp. | 0.11% | 777 | $162K | Reduce -0.4% |
| FIS Fidelity National Info Serv | 0.11% | 3,441 | $161K | Reduce -3.0% |
| WDAY Workday Inc. Class A | 0.11% | 1,232 | $160K | Add +7600.0% |
| FTS Fortis Inc. | 0.11% | 2,806 | $157K | Add +3.4% |
| UNH Unitedhealth Group Inc. | 0.11% | 578 | $156K | No change |
| AEP American Electric Power | 0.10% | 1,181 | $155K | No change |
| TBUX T Rowe Price Ultra Short-Ter | 0.10% | 2,946 | $147K | Add +16.4% |
| EBC Eastern Bankshares Inc. | 0.10% | 7,468 | $146K | Add +5.3% |
| FOUR SHIFT4 Payments Inc. Class A | 0.10% | 3,331 | $146K | Add +3.6% |
| GNRC Generac Holdings Inc. | 0.10% | 738 | $144K | Reduce -1.2% |
| LMT Lockheed Martin Corp. | 0.10% | 237 | $143K | Reduce -1.7% |
| GRC Gorman-Rupp Co. | 0.10% | 2,304 | $143K | Add +0.1% |
| KR Kroger Co. | 0.10% | 1,978 | $143K | No change |
| LLY Eli Lilly & Co. | 0.10% | 153 | $141K | Reduce -3.2% |
| TOST Toast Inc. Class A | 0.10% | 5,290 | $140K | Add +110.1% |
| ADP Automatic Data Processing | 0.09% | 685 | $139K | No change |
| AMKR Amkor Technology Inc. | 0.09% | 3,067 | $138K | Reduce -47.3% |
| POWI Power Integrations Inc. | 0.09% | 2,657 | $136K | Reduce -1.3% |
| ETR Entergy Corp. | 0.09% | 1,200 | $135K | No change |
| TWLO Twilio Inc. Class A | 0.09% | 1,071 | $135K | Reduce -0.7% |
| GFS Globalfoundries Inc. | 0.09% | 3,019 | $134K | Add +0.2% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.09% | 5,871 | $133K | Add +232.3% |
| YOU Clear Secure Inc. Class A | 0.09% | 2,751 | $133K | New |
| UBER Uber Technologies Inc. | 0.09% | 1,844 | $133K | Add +2.6% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.09% | 4,159 | $132K | Add +9.2% |
| TGTX TG Therapeutics Inc. | 0.09% | 3,916 | $130K | Reduce -1.3% |
| EEM iShares MSCI Emerging Market | 0.09% | 2,270 | $129K | No change |
| LEN Lennar Corp. Class A | 0.09% | 1,469 | $128K | Add +2.3% |
| TOWN Towne Bank | 0.09% | 3,781 | $127K | Add +5.1% |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 0.09% | 2,669 | $126K | Add +93.5% |
| PDFS PDF Solutions Inc. | 0.08% | 3,827 | $125K | Reduce -1.1% |
| TARS Tarsus Pharmaceuticals Inc. | 0.08% | 1,784 | $125K | Reduce -1.3% |
| OKTA Okta Inc. | 0.08% | 1,549 | $122K | Add +12.6% |
| WAY Waystar Holding Corp. | 0.08% | 4,991 | $120K | Add +111.0% |
| KDP Keurig Dr Pepper Inc. | 0.08% | 4,568 | $120K | Add +0.4% |
| PSMT Pricesmart Inc. | 0.08% | 794 | $119K | Add +1.7% |
| GPK Graphic Packaging Holding Co. | 0.08% | 11,992 | $119K | Add +12.4% |
| BSET Bassett Furniture Inds | 0.08% | 8,405 | $119K | Add +4.2% |
| VOO Vanguard S&P 500 ETF | 0.08% | 198 | $118K | Add +73.7% |
| PG The Procter & Gamble Co. | 0.08% | 811 | $117K | No change |
| FAST Fastenal Co. | 0.08% | 2,480 | $115K | No change |
| SLB SLB Ltd. filed as SLB LIMITED | 0.08% | 2,235 | $115K | Reduce -0.9% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.08% | 968 | $115K | Reduce -7.2% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.08% | 1,568 | $114K | Add +1.9% |
| MGNI Magnite Inc. | 0.08% | 9,553 | $113K | Add +6.7% |
| UMBF Umb Financial Corp. | 0.08% | 987 | $111K | Add +0.9% |
| EPAM Epam Systems Inc. | 0.07% | 816 | $110K | Reduce -2.9% |
| SCHI Schwab 5-10 Year Corporate B | 0.07% | 4,772 | $108K | No change |
| SCYB Schwab High Yield Bond ETF | 0.07% | 4,150 | $108K | Reduce -28.4% |
| ALGM Allegro Microsystems Inc. | 0.07% | 3,415 | $108K | Reduce -25.4% |
| CP Canadian Pacific Kansas City | 0.07% | 1,362 | $107K | Reduce -1.4% |
| AZZ Azz Inc. | 0.07% | 833 | $104K | Reduce -2.3% |
| NBIX Neurocrine Biosciences Inc. | 0.07% | 787 | $104K | Reduce -13.7% |
| ROK Rockwell Automation Inc. | 0.07% | 287 | $103K | No change |
| PHYS Sprott Physical Gold Trust | 0.07% | 2,897 | $103K | No change |
| MRK Merck & Co. Inc. | 0.07% | 842 | $101K | No change |
| AMD Advanced Micro Devices | 0.07% | 497 | $101K | Reduce -19.8% |
| IDA Idacorp Inc. | 0.07% | 700 | $100K | Reduce -3.2% |
| GE General Electric filed as GE AEROSPACE | 0.07% | 349 | $99K | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.07% | 830 | $98K | Add +2.3% |
| EBAY eBay Inc. | 0.07% | 1,071 | $97K | Reduce -2.0% |
| HIG Hartford Insurance Group Inc. | 0.07% | 717 | $97K | No change |
| CRUS Cirrus Logic Inc. | 0.07% | 667 | $96K | Reduce -0.5% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.06% | 1,606 | $95K | Add +4.4% |
| INTC Intel Corp. | 0.06% | 2,128 | $94K | Reduce -0.2% |
| WFC Wells Fargo & Co. | 0.06% | 1,170 | $93K | No change |
| NFLX Netflix Inc. | 0.06% | 967 | $93K | Add +12.8% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.06% | 2,049 | $93K | No change |
| MCHP Microchip Technology Inc. | 0.06% | 1,437 | $93K | Add +1.8% |
| RBRK Rubrik Inc. Class A | 0.06% | 1,895 | $93K | New |
| CRM Salesforce Inc. | 0.06% | 496 | $93K | Reduce -1.6% |
| CELH Celsius Holdings Inc. | 0.06% | 2,556 | $91K | Add +0.8% |
| AMP Ameriprise Financial Inc. | 0.06% | 200 | $89K | No change |
| DKS Dick's Sporting Goods Inc. | 0.06% | 443 | $88K | Reduce -43.0% |
| GOOG Alphabet Inc. Class C | 0.06% | 305 | $88K | Reduce -2.2% |
| CMG Chipotle Mexican Grill Inc. | 0.06% | 2,739 | $88K | Add +34137.5% |
| GWRE Guidewire Software Inc. | 0.06% | 581 | $87K | New |
| CL Colgate-Palmolive Co. | 0.06% | 1,011 | $86K | No change |
| CPRT Copart Inc. | 0.06% | 2,577 | $86K | Reduce -1.3% |
| DFCF Dimensional Core Fixed Inc. | 0.06% | 2,025 | $85K | Add +44.6% |
| AR Antero Resources Corp. | 0.06% | 1,971 | $84K | New |
| WMG Warner Music Group Corp. Class A | 0.06% | 3,263 | $83K | New |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.06% | 1,629 | $83K | Add +38.2% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.06% | 400 | $83K | No change |
| FTI Technipfmc PLC | 0.06% | 1,196 | $83K | No change |
| HUBS HubSpot Inc. | 0.05% | 325 | $79K | New |
| FRPT Freshpet Inc. | 0.05% | 1,330 | $78K | New |
| VRTX Vertex Pharmaceuticals Inc. | 0.05% | 175 | $78K | Reduce -1.7% |
| CSRE C&S Real Estate Active ETF | 0.05% | 2,933 | $77K | Add +19.0% |
| AMGN Amgen Inc. | 0.05% | 217 | $77K | Reduce -21.7% |
| IDCC Interdigital Inc. | 0.05% | 249 | $75K | No change |
| MRGR Proshares Merger ETF | 0.05% | 1,649 | $74K | Add +3.5% |
| CNK Cinemark Holdings Inc. | 0.05% | 2,582 | $74K | No change |
| ITIC Investors Title Co. | 0.05% | 338 | $73K | No change |
| GEV GE Vernova Inc. | 0.05% | 84 | $73K | No change |
| PR Permian Resources Corp. Class A | 0.05% | 3,428 | $73K | No change |
| TOL Toll Brothers Inc. | 0.05% | 532 | $73K | No change |
| OGS One Gas Inc. | 0.05% | 841 | $72K | Add +1.4% |
| EQIX Equinix Inc. | 0.05% | 70 | $69K | Reduce -5.4% |
| JMUB JPMorgan Municipal ETF | 0.05% | 1,365 | $68K | Reduce -1.4% |
| KLAC KLA Corp. | 0.05% | 45 | $68K | No change |
| HDSN Hudson Technologies Inc. | 0.05% | 11,385 | $67K | Add +1.2% |
| VVV Valvoline Inc. | 0.04% | 1,969 | $66K | Add +0.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.04% | 826 | $66K | No change |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.04% | 2,204 | $65K | Add +1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.04% | 96 | $63K | Add +60.0% |
| META Meta Platforms Inc. Class A | 0.04% | 110 | $63K | Reduce -2.6% |
| SYF Synchrony Financial | 0.04% | 923 | $63K | No change |
| AMT American Tower Corp. | 0.04% | 363 | $63K | Add +6.8% |
| IAU iShares Gold Trust | 0.04% | 708 | $62K | No change |
| MTX Minerals Technologies Inc. | 0.04% | 879 | $62K | No change |
| SBUX Starbucks Corp. | 0.04% | 675 | $60K | No change |
| CNI Canadian Natl Railway Co. | 0.04% | 588 | $60K | No change |
| STT State Street Corp. | 0.04% | 469 | $59K | No change |
| HST Host Hotels & Resorts Inc. | 0.04% | 3,093 | $59K | No change |
| BOOT Boot Barn Holdings Inc. | 0.04% | 397 | $58K | Reduce -14.6% |
| BXP BXP Inc. | 0.04% | 1,115 | $58K | Reduce -2.2% |
| ROP Roper Technologies Inc. | 0.04% | 163 | $58K | No change |
| KO The Coca-Cola Co. | 0.04% | 751 | $57K | Reduce -0.5% |
| DFAC Dimensional US Core Equity 2 | 0.04% | 1,425 | $55K | Add +39.0% |
| IWV iShares Russell 3000 ETF | 0.04% | 148 | $55K | No change |
| FLR Fluor Corp. | 0.04% | 1,163 | $54K | No change |
| NOW ServiceNow Inc. | 0.04% | 502 | $52K | Add +4.6% |
| NMT Nuveen Ma QLTY Muni Inc. | 0.04% | 4,252 | $52K | No change |
| GPN Global Payments Inc. | 0.04% | 777 | $52K | Add +1.0% |
| ABCB Ameris Bancorp | 0.04% | 665 | $52K | Add +2.1% |
| YUM Yum! Brands Inc. | 0.03% | 330 | $51K | No change |
| TRP TC Energy Corp. | 0.03% | 800 | $50K | No change |
| TDIV FT Nasdaq Tech DVD Index FD | 0.03% | 526 | $49K | No change |
| ESS Essex Property Trust Inc. | 0.03% | 200 | $48K | No change |
| VMBS Vanguard Mortgage-Backed Sec | 0.03% | 1,028 | $48K | No change |
| BJRI Bj's Restaurants Inc. | 0.03% | 1,368 | $48K | No change |
| TEVA Teva Pharmaceutical-SP ADR | 0.03% | 1,577 | $47K | No change |
| CAT Caterpillar Inc. | 0.03% | 66 | $47K | Reduce -7.0% |
| HON Honeywell International Inc. | 0.03% | 205 | $46K | No change |
| PODD Insulet Corp. | 0.03% | 213 | $45K | Add +4.4% |
| DUK Duke Energy Corp. | 0.03% | 338 | $44K | Reduce -4.3% |
| INVX Innovex International Inc. | 0.03% | 1,807 | $44K | No change |
| O Realty Income Corp. | 0.03% | 720 | $44K | No change |
| AX Axos Financial Inc. | 0.03% | 512 | $44K | No change |
| AIVL Wisdomtree US AI Enhanced Va | 0.03% | 375 | $43K | Reduce -2.6% |
| BLFS Biolife Solutions Inc. | 0.03% | 2,274 | $43K | No change |
| AA Alcoa Corp. | 0.03% | 645 | $43K | No change |
| UNM Unum Group | 0.03% | 571 | $42K | No change |
| SMOT Vaneck Morningstar Smid Moat | 0.03% | 1,185 | $42K | Add +41.9% |
| DVY iShares Select Dividend ETF | 0.03% | 274 | $42K | Reduce -3.5% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.03% | 377 | $41K | Reduce -5.0% |
| THG Hanover Insurance Group Inc./ | 0.03% | 237 | $41K | Add +2.2% |
| DHR Danaher Corp. | 0.03% | 216 | $41K | No change |
| EMBJ Embraer SA-Spon ADR | 0.03% | 685 | $41K | No change |
| FLCC Fed Hermes Large Cap Core | 0.03% | 1,300 | $40K | New |
| IRMD Iradimed Corp. | 0.03% | 402 | $39K | No change |
| EEFT Euronet Worldwide Inc. | 0.03% | 580 | $38K | Reduce -1.5% |
| LNTH Lantheus Holdings Inc. | 0.03% | 497 | $38K | No change |
| PAHC Phibro Animal Health Corp. Class A | 0.03% | 676 | $37K | No change |
| ALB Albemarle Corp. | 0.03% | 208 | $37K | No change |
| JHX James Hardie Ind PLC | 0.03% | 1,956 | $37K | No change |
| SHO Sunstone Hotel Investors Inc. | 0.03% | 4,097 | $37K | No change |
| SIHY Harbor Ares Systemt Hi YD-US | 0.03% | 823 | $37K | Add +34.5% |
| CCL Carnival Corp. | 0.02% | 1,399 | $36K | No change |
| HYD Vaneck High Yield Muni ETF | 0.02% | 702 | $35K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.02% | 90 | $35K | No change |
| BMO Bank of Montreal filed as BANK MONTREAL MEDIUM | 0.02% | 254 | $34K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.02% | 107 | $34K | No change |
| AMCR Amcor PLC | 0.02% | 832 | $33K | Reduce -80.1% |
| FLXS Flexsteel Inds | 0.02% | 721 | $32K | No change |
| HTH Hilltop Holdings Inc. | 0.02% | 899 | $32K | No change |
| KALV Kalvista Pharmaceuticals Inc. | 0.02% | 1,590 | $32K | No change |
| NSC Norfolk Southern Corp. | 0.02% | 111 | $32K | No change |
| BAB Invesco Taxable Municipal Bo | 0.02% | 1,165 | $31K | No change |
| OFG Ofg Bancorp | 0.02% | 760 | $31K | No change |
| DFIC Dimensional International Co. | 0.02% | 865 | $31K | Add +170.3% |
| COLB Columbia Banking System Inc. | 0.02% | 1,120 | $31K | No change |
| AMLP Alerian MLP ETF | 0.02% | 581 | $31K | No change |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.02% | 570 | $30K | No change |
| VNO Vornado Realty Trust | 0.02% | 1,161 | $30K | Add +7.3% |
| BROS Dutch Bros Inc. Class A | 0.02% | 587 | $30K | Add +58.6% |
| DFIV Dimensional International Va | 0.02% | 560 | $30K | Add +7.7% |
| DFAS Dimensional US Small Cap ETF | 0.02% | 415 | $30K | Add +22.1% |
| JNK SS SPDR BB High Yield Bond | 0.02% | 305 | $29K | No change |
| VNQ Vanguard Real Estate ETF | 0.02% | 326 | $29K | No change |
| C Citigroup Inc. | 0.02% | 254 | $29K | Add +0.4% |
| CHWY Chewy Inc. Class A | 0.02% | 1,056 | $29K | No change |
| WDC Western Digital Corp. | 0.02% | 105 | $28K | No change |
| AGI Alamos Gold Inc. Class A | 0.02% | 630 | $28K | Reduce -16.0% |
| SCL Stepan Co. | 0.02% | 554 | $28K | Reduce -2.8% |
| TEX Terex Corp. | 0.02% | 468 | $28K | No change |
| HBB Hamilton Beach Brand-A | 0.02% | 1,454 | $28K | No change |
| BSCS Invesco Bulletshares 2028 CB | 0.02% | 1,300 | $27K | New |
| VOOV Vanguard S&P 500 Value ETF | 0.02% | 130 | $26K | No change |
| CBT Cabot Corp. | 0.02% | 351 | $26K | Reduce -22.2% |
| NTGR Netgear Inc. | 0.02% | 1,206 | $26K | Reduce -61.6% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.02% | 854 | $26K | No change |
| LIN Linde PLC | 0.02% | 52 | $26K | Reduce -5.5% |
| IVLU iShares MSCI International V | 0.02% | 649 | $26K | No change |
| WIX Wix.com Ltd. | 0.02% | 281 | $25K | Add +65.3% |
| MKC McCormick & Co.-Non VTG SHRS | 0.02% | 500 | $25K | No change |
| PYPL PayPal Holdings Inc. | 0.02% | 556 | $25K | Reduce -75.6% |
| VEA Vanguard Ftse Developed ETF | 0.02% | 391 | $25K | New |
| ALGT Allegiant Travel Co. | 0.02% | 306 | $25K | No change |
| BSCR Invesco Bulletshares 2027 CB | 0.02% | 1,250 | $25K | New |
| PGNY Progyny Inc. | 0.02% | 1,438 | $24K | Add +2.9% |
| OMCL Omnicell Inc. | 0.02% | 700 | $23K | Reduce -3.9% |
| CARR Carrier Global Corp. | 0.02% | 407 | $23K | No change |
| IYM iShares U.S. Basic Materials | 0.02% | 130 | $23K | No change |
| SNDK Sandisk Corp. | 0.02% | 35 | $22K | No change |
| SPIP SS SPDR P Tips ETF | 0.01% | 850 | $22K | No change |
| PCRX Pacira Biosciences Inc. | 0.01% | 977 | $22K | No change |
| WWW Wolverine World Wide Inc. | 0.01% | 1,345 | $22K | No change |
| DUHP Dimensional US High Profi Et | 0.01% | 596 | $22K | Add +101.3% |
| GWW WW Grainger Inc. | 0.01% | 20 | $22K | No change |
| TGT Target Corp. | 0.01% | 180 | $22K | No change |
| VYM Vanguard High DVD Yield ETF | 0.01% | 147 | $22K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.01% | 100 | $22K | No change |
| PFF iShares Preferred & Income S | 0.01% | 700 | $21K | No change |
| HYBB iShares BB Rated Corp. Bond | 0.01% | 450 | $21K | Reduce -25.0% |
| SPAB SS SPDR P Agg Bond ETF | 0.01% | 813 | $21K | No change |
| MET Metlife Inc. | 0.01% | 292 | $21K | No change |
| ARQT Arcutis Biotherapeutics Inc. | 0.01% | 875 | $21K | New |
| NSA National Storage Affiliates | 0.01% | 537 | $20K | Reduce -5.3% |
| ZBRA Zebra Technologies Corp. Class A | 0.01% | 92 | $19K | No change |
| TT Trane Technologies PLC | 0.01% | 46 | $19K | No change |
| FIXT TCW Core Plus Bond ETF | 0.01% | 485 | $18K | Add +0.8% |
| IBIT iShares Bitcoin Trust ETF | 0.01% | 475 | $18K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.01% | 374 | $18K | Add +196.8% |
| HSY The Hershey Co. | 0.01% | 86 | $18K | No change |
| PCOR Procore Technologies Inc. | 0.01% | 293 | $17K | No change |
| NTLA Intellia Therapeutics Inc. | 0.01% | 1,300 | $17K | No change |
| SVRA Savara Inc. | 0.01% | 3,000 | $16K | No change |
| QLTY GMO U.S. Quality ETF | 0.01% | 450 | $16K | New |
| CTSH Cognizant Tech Solutions-A | 0.01% | 256 | $16K | No change |
| NFG National Fuel Gas Co. | 0.01% | 166 | $16K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.01% | 317 | $16K | No change |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.01% | 123 | $15K | Reduce -13.4% |
| RSG Republic Services Inc. | 0.01% | 70 | $15K | No change |
| HAUZ Xtrackers Intl Real Estate | 0.01% | 681 | $15K | No change |
| PECO Phillips Edison & Company Inc. | 0.01% | 410 | $15K | No change |
| FCX Freeport-McMoran Inc. | 0.01% | 260 | $15K | No change |
| CF CF Industries Holdings Inc. | 0.01% | 117 | $15K | No change |
| SRE Sempra | 0.01% | 156 | $15K | No change |
| SYNA Synaptics Inc. | 0.01% | 214 | $15K | No change |
| YUMC Yum China Holdings Inc. | 0.01% | 300 | $15K | No change |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.01% | 379 | $15K | No change |
| UAL United Airlines Holdings Inc. | 0.01% | 157 | $14K | No change |
| DOLE Dole Food Co. Inc. filed as DOLE PLC ORD SHS | 0.01% | 1,000 | $14K | No change |
| GME Gamestop Corp. Class A | 0.01% | 620 | $14K | New |
| USFR Wisdomtree Floating Rate Tre | 0.01% | 282 | $14K | No change |
| USB US Bancorp | 0.01% | 270 | $14K | Reduce -35.7% |
| AMPH Amphastar Pharmaceuticals Inc. | 0.01% | 718 | $14K | No change |
| NUE Nucor Corp. | 0.01% | 82 | $14K | No change |
| STLD Steel Dynamics Inc. | 0.01% | 77 | $14K | No change |
| AVY Avery Dennison Corp. | 0.01% | 80 | $14K | Reduce -42.9% |
| AVEM Avantis Emerging Markets Eq | 0.01% | 170 | $14K | No change |
| FWRG First Watch Restaurant Group | 0.01% | 1,302 | $14K | Reduce -70.7% |
| ALK Alaska Air Group Inc. | 0.01% | 370 | $14K | Reduce -1.3% |
| BTCO Invsco GLXY BTCN ETF | 0.01% | 200 | $13K | Reduce -29.8% |
| UL Unilever PLC-Sponsored ADR | 0.01% | 234 | $13K | Reduce -51.6% |
| ETH Grayscale Ethereum Staking M | 0.01% | 775 | $13K | Reduce -16.2% |
| WTM White Mountains Insurance GP | 0.01% | 6 | $13K | No change |
| MEGI Nylim CBRE GB Infra Mtrnd TF filed as NYLI CBRE GBL INFR MEGTRNDS | 0.01% | 875 | $13K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.01% | 280 | $13K | No change |
| EBND State Street SPDR Bloomberg | 0.01% | 620 | $13K | No change |
| OLED Universal Display Corp. | 0.01% | 139 | $13K | Reduce -2.1% |
| ISRG Intuitive Surgical Inc. | 0.01% | 27 | $13K | Reduce -20.6% |
| SPHQ Invesco S&P 500 Quality ETF | 0.01% | 166 | $12K | New |
| MINT PIMCO Enhanced Short Maturit | 0.01% | 124 | $12K | No change |
| VNLA Janus Henderson Short Durati | 0.01% | 255 | $12K | No change |
| MLPX Global X MLP & Energy Infras | 0.01% | 167 | $12K | No change |
| B Barrick Mining Corp. | 0.01% | 300 | $12K | No change |
| VITL Vital Farms Inc. | 0.01% | 863 | $12K | No change |
| CEF Sprott Physical Gold and Sil | 0.01% | 255 | $12K | No change |
| CMC Commercial Metals Co. | 0.01% | 198 | $12K | No change |
| FE Firstenergy Corp. | 0.01% | 238 | $12K | No change |
| ITW Illinois Tool Works | 0.01% | 46 | $12K | No change |
| AVMV Avantis US Mid Cap Val ETF | 0.01% | 160 | $12K | No change |
| LOW Lowe's Cos Inc. | 0.01% | 50 | $12K | No change |
| IDV iShares International Select | 0.01% | 273 | $12K | Add +11.4% |
| AVUV Avantis US Small Cap Value | 0.01% | 105 | $12K | No change |
| GSHD Goosehead Insurance Inc. Class A | 0.01% | 271 | $12K | No change |
| BCRX Biocryst Pharmaceuticals Inc. | 0.01% | 1,180 | $11K | New |
| PBW Invesco Wilderhill Clean Ene | 0.01% | 351 | $11K | No change |
| ADM Archer-Daniels-Midland Co. | 0.01% | 150 | $11K | No change |
| CLF Cleveland-Cliffs Inc. | 0.01% | 1,280 | $11K | No change |
| INDB Independent Bank Corp. | 0.01% | 143 | $11K | No change |
| USAR USA Rare Earth Inc. | 0.01% | 695 | $11K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.01% | 215 | $10K | No change |
| FLTR Vaneck Ig Floating Rate ETF | 0.01% | 400 | $10K | No change |
| AER Aercap Holdings NV | 0.01% | 74 | $10K | Reduce -43.9% |
| VWO Vanguard Ftse Emerging Marke | 0.01% | 187 | $10K | New |
| NTRA Natera Inc. | 0.01% | 50 | $10K | No change |
| MDXG Mimedx Group Inc. | 0.01% | 2,525 | $10K | Reduce -6.7% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.01% | 100 | $10K | No change |
| SPOT Spotify Technology SA | 0.01% | 20 | $10K | No change |
| IJR iShares Core S&P Small-Cap E | 0.01% | 78 | $10K | No change |
| COST Costco Wholesale Corp. | 0.01% | 9 | $10K | Reduce -30.8% |
| PPL PPL Corp. | 0.01% | 250 | $10K | No change |
| SRG Seritage Growth Prop- A | 0.01% | 3,382 | $10K | No change |
| DFEV Dimensional Emrg MRKT Val | 0.01% | 265 | $9K | Add +130.4% |
| SMR Nuscale Power Corp. | 0.01% | 850 | $9K | No change |
| TAP Molson Coors Beverage Co. Class B | 0.01% | 212 | $9K | Reduce -15.9% |
| DG Dollar General Corp. | 0.01% | 76 | $9K | No change |
| MCD McDonald's Corp. | 0.01% | 29 | $9K | Reduce -12.1% |
| PCEF Invesco Cef Income Composite | 0.01% | 474 | $9K | Reduce -3.1% |
| CWB SS SPDR BB Conv Sec ETF | 0.01% | 97 | $9K | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.01% | 98 | $9K | No change |
| BHB Bar Harbor Bankshares filed as BAR HBR BANKSHARES | 0.01% | 270 | $9K | No change |
| SCHH Schwab US REIT ETF | 0.01% | 404 | $9K | Reduce -11.4% |
| DFAT Dimensional US Target Value | 0.01% | 135 | $8K | No change |
| SHOP Shopify Inc. Class A | 0.01% | 70 | $8K | No change |
| VCIT Vanguard Int-Term Corporate | 0.01% | 100 | $8K | No change |
| SNA Snap-on Inc. | 0.01% | 22 | $8K | No change |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.01% | 100 | $8K | No change |
| PSA Public Storage | 0.01% | 29 | $8K | No change |
| KTB Kontoor Brands Inc. | 0.01% | 110 | $8K | No change |
| HYLB Xtrackers Usd High Yield Cor | 0.01% | 206 | $7K | No change |
| LKQ LKQ Corp. | 0.01% | 253 | $7K | No change |
| GEHC GE Healthcare Technology | 0.01% | 104 | $7K | No change |
| RBA RB Global Inc. | 0.00% | 76 | $7K | No change |
| ALL Allstate Corp. | 0.00% | 35 | $7K | No change |
| UPS United Parcel Service Class B | 0.00% | 73 | $7K | Add +52.1% |
| H Hyatt Hotels Corp. Class A | 0.00% | 50 | $7K | No change |
| EFA iShares MSCI Eafe ETF | 0.00% | 72 | $7K | No change |
| CEG Constellation Energy | 0.00% | 25 | $7K | No change |
| AMG Affiliated Managers Group | 0.00% | 25 | $7K | No change |
| QCOM Qualcomm Inc. | 0.00% | 53 | $7K | No change |
| CB Chubb Ltd. | 0.00% | 21 | $7K | No change |
| WEC WEC Energy Group Inc. | 0.00% | 59 | $7K | No change |
| PM Philip Morris International | 0.00% | 41 | $7K | Reduce -10.9% |
| DLTR Dollar Tree Inc. | 0.00% | 61 | $7K | No change |
| CMT Core Molding Technologies Inc. | 0.00% | 293 | $7K | No change |
| SPTI SS SPDR P Int Term TSY ETF | 0.00% | 226 | $6K | No change |
| XNCMX Nuveen Ca Amt-FR Muni Inc. | 0.00% | 536 | $6K | No change |
| DTM DT Midstream Inc. | 0.00% | 47 | $6K | No change |
| NEE Nextera Energy Inc. | 0.00% | 68 | $6K | Reduce -50.0% |
| NYT New York Times Co. Class A | 0.00% | 75 | $6K | No change |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.00% | 105 | $6K | Add +34.6% |
| FSTA Fidelity MSCI Cons Stap Indx | 0.00% | 118 | $6K | No change |
| JBLU Jetblue Airways Corp. | 0.00% | 1,356 | $6K | No change |
| DFIP Dimensional Inflation-Protec | 0.00% | 140 | $6K | No change |
| EXR Extra Space Storage Inc. | 0.00% | 44 | $6K | No change |
| CLH Clean Harbors Inc. | 0.00% | 20 | $6K | No change |
| MBB iShares MBS ETF | 0.00% | 60 | $6K | No change |
| TXXI BBLX Irm Tax-Aware I Dur ETF | 0.00% | 113 | $6K | New |
| CNC Centene Corp. | 0.00% | 170 | $6K | No change |
| WAB Wabtec Corp. | 0.00% | 22 | $5K | No change |
| XGDVX Gabelli Dividend & Income TR | 0.00% | 200 | $5K | Reduce -47.4% |
| UNP Union Pacific Corp. | 0.00% | 22 | $5K | No change |
| SOBO South Bow Corp. | 0.00% | 160 | $5K | No change |
| TMUS T-Mobile US Inc. | 0.00% | 25 | $5K | No change |
| DFJ Wisdomtree JPN S/C DVD Fund | 0.00% | 50 | $5K | No change |
| DVA Davita Inc. | 0.00% | 33 | $5K | No change |
| TIP iShares Tips Bond ETF | 0.00% | 45 | $5K | No change |
| MP MP Materials Corp. | 0.00% | 100 | $5K | No change |
| IR Ingersoll-Rand Inc. | 0.00% | 60 | $5K | No change |
| KOPN Kopin Corp. | 0.00% | 2,130 | $5K | No change |
| DAL Delta Air Lines Inc. | 0.00% | 68 | $5K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.00% | 60 | $4K | No change |
| WM Waste Management Inc. | 0.00% | 19 | $4K | No change |
| EOG EOG Resources Inc. | 0.00% | 30 | $4K | No change |
| TAN Invesco Solar ETF | 0.00% | 77 | $4K | Reduce -31.3% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.00% | 42 | $4K | No change |
| WRBY Warby Parker Inc. Class A | 0.00% | 200 | $4K | No change |
| KRT Karat Packaging Inc. | 0.00% | 150 | $4K | No change |
| FXI iShares China Large-Cap ETF | 0.00% | 115 | $4K | No change |
| SPSB SS SPDR P St C Corp. ETF | 0.00% | 137 | $4K | No change |
| PINS Pinterest Inc. Class A | 0.00% | 220 | $4K | Reduce -7.6% |
| GIS General Mills Inc. | 0.00% | 103 | $4K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.00% | 96 | $4K | No change |
| APA Apa Corp. | 0.00% | 80 | $3K | No change |
| IWF iShares Russell 1000 Growth | 0.00% | 8 | $3K | No change |
| PCAR Paccar Inc. | 0.00% | 29 | $3K | No change |
| NVG Nuveen Amt-FR Muni CRDT | 0.00% | 270 | $3K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.00% | 22 | $3K | No change |
| ALLW State Street Brgwtr All WTHR | 0.00% | 110 | $3K | No change |
| ACGL Arch Capital Group Ltd. | 0.00% | 33 | $3K | No change |
| ET Energy Transfer LP | 0.00% | 163 | $3K | No change |
| SCHW Schwab (charles) Corp. | 0.00% | 33 | $3K | No change |
| APH Amphenol Corp. Class A | 0.00% | 24 | $3K | No change |
| BLK BlackRock Inc. | 0.00% | 3 | $3K | Reduce -40.0% |
| WFCF Where Food Comes From Inc. | 0.00% | 225 | $3K | No change |
| AWK American Water Works Co. Inc. | 0.00% | 22 | $3K | No change |
| COIN Coinbase Global Inc. Class A | 0.00% | 17 | $3K | No change |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.00% | 30 | $3K | No change |
| UNB Union Bankshares Inc. | 0.00% | 120 | $3K | No change |
| ADBE Adobe Inc. | 0.00% | 12 | $3K | Reduce -96.3% |
| CPA Copa Holdings SA Class A | 0.00% | 25 | $3K | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.00% | 29 | $3K | New |
| USMV iShares MSCI USA Min Vol Fac | 0.00% | 30 | $3K | No change |
| MA Mastercard Inc. Class A | 0.00% | 5 | $3K | No change |
| TAXX BBLX Irm Tax-Aware S Dur ETF | 0.00% | 55 | $3K | New |
| NOC Northrop Grumman Corp. | 0.00% | 4 | $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 |
| ACN Accenture PLC Class A | 0.00% | 13 | $3K | No change |
| VRT Vertiv Holdings Co. Class A | 0.00% | 10 | $3K | Reduce -50.0% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.00% | 100 | $2K | No change |
| TAXM Bondbloxx Ir+m Tax-Aware Mas | 0.00% | 50 | $2K | New |
| ELF Elf Beauty Inc. | 0.00% | 40 | $2K | No change |
| TRGP Targa Resources Corp. | 0.00% | 9 | $2K | No change |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.00% | 30 | $2K | Reduce -45.5% |
| DEO Diageo PLC-Sponsored ADR | 0.00% | 31 | $2K | No change |
| BP BP PLC-Spons ADR | 0.00% | 50 | $2K | No change |
| CVY Invesco Zacks Multi-Asset Inc. | 0.00% | 85 | $2K | No change |
| HIFS Hingham Institution for SVGS | 0.00% | 8 | $2K | No change |
| ED Consolidated Edison Inc. | 0.00% | 20 | $2K | No change |
| PH Parker Hannifin Corp. | 0.00% | 2 | $2K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.00% | 14 | $2K | No change |
| EVCM Evercommerce Inc. | 0.00% | 187 | $2K | No change |
| CINF Cincinnati Financial Corp. | 0.00% | 13 | $2K | No change |
| BSX Boston Scientific Corp. | 0.00% | 32 | $2K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 176 | $2K | No change |
| GS Goldman Sachs Group Inc. | 0.00% | 2 | $2K | No change |
| PLD Prologis Inc. | 0.00% | 15 | $2K | New |
| PRU Prudential Financial Inc. | 0.00% | 20 | $2K | No change |
| IVZ Invesco Ltd. | 0.00% | 80 | $2K | No change |
| EUSA iShares MSCI USA Equal Weigh | 0.00% | 19 | $2K | Add +11.8% |
| ROKU Roku Inc. | 0.00% | 20 | $2K | No change |
| WELL Welltower Inc. | 0.00% | 9 | $2K | No change |
| CCI Crown Castle Inc. | 0.00% | 23 | $2K | No change |
| ABSI Absci Corp. | 0.00% | 600 | $2K | No change |
| ZTS Zoetis Inc. | 0.00% | 15 | $2K | No change |
| PCG P G & E Corp. | 0.00% | 100 | $2K | No change |
| SPGI S&P Global Inc. | 0.00% | 4 | $2K | No change |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.00% | 50 | $2K | New |
| AXON Axon Enterprise Inc. | 0.00% | 4 | $2K | No change |
| MICC The Magnum Ice Cream Co. NV | 0.00% | 109 | $2K | No change |
| SOFI Sofi Technologies Inc. | 0.00% | 100 | $2K | New |
| SYK Stryker Corp. | 0.00% | 4 | $2K | No change |
| NCLH Norwegian Cruise Line Holdin | 0.00% | 80 | $1K | No change |
| KD Kyndryl Holdings Inc. | 0.00% | 111 | $1K | Reduce -15.9% |
| KYN Kayne Anderson Energy Infra | 0.00% | 100 | $1K | No change |
| INTU Intuit Inc. | 0.00% | 3 | $1K | No change |
| PGR Progressive Corp. | 0.00% | 7 | $1K | Reduce -46.1% |
| ORLY O'reilly Automotive Inc. | 0.00% | 15 | $1K | No change |
| NTNX Nutanix Inc. Class A | 0.00% | 36 | $1K | No change |
| DTE DTE Energy Company | 0.00% | 9 | $1K | No change |
| MCO Moody's Corp. | 0.00% | 2 | $1K | No change |
| ECL Ecolab Inc. | 0.00% | 4 | $1K | No change |
| ETHE Grayscale Ethereum Staking E | 0.00% | 62 | $1K | No change |
| COLD Americold Realty Trust Inc. | 0.00% | 100 | $1K | New |
| 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 |
| MMM 3M Co. | 0.00% | 7 | $1K | No change |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.00% | 15 | $1K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.00% | 8 | $1K | No change |
| VXUS Vanguard Total Intl Stock | 0.00% | 13 | $1K | No change |
| GROV Grove Collaborative Holdings | 0.00% | 700 | $896 | No change |
| XBI SS SPDR S&P Biotech ETF | 0.00% | 7 | $894 | No change |
| BXMT Blackstone Mortgage Tru Class A | 0.00% | 43 | $823 | No change |
| NOK Nokia Corp.-Spon ADR | 0.00% | 100 | $804 | No change |
| URBN Urban Outfitters Inc. | 0.00% | 12 | $760 | No change |
| PAYX Paychex Inc. | 0.00% | 8 | $737 | Reduce -50.0% |
| CSGP Costar Group Inc. | 0.00% | 18 | $726 | No change |
| VT Vanguard Tot World STK ETF | 0.00% | 5 | $692 | No change |
| AVSC Avantis US Small Cap Equity | 0.00% | 10 | $623 | No change |
| LAR Lithium Argentina AG | 0.00% | 88 | $588 | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.00% | 1 | $577 | No change |
| MRP Millrose Properties | 0.00% | 20 | $560 | Reduce -85.1% |
| DDOG Datadog Inc. Class A | 0.00% | 4 | $472 | No change |
| ELVR Elevra Lithium Ltd. | 0.00% | 8 | $471 | No change |
| WEX Wex Inc. | 0.00% | 3 | $459 | No change |
| INDS Pacer Industrial Real Estate | 0.00% | 11 | $404 | No change |
| EVGO Evgo Inc. | 0.00% | 200 | $344 | No change |
| DKNG Draftkings Inc. Class A | 0.00% | 12 | $259 | Reduce -99.4% |
| FCEL Fuelcell Energy Inc. | 0.00% | 30 | $196 | No change |
| AMC AMC Entertainment HLDS Class A | 0.00% | 170 | $167 | New |
| SNAP Snap Inc. Class A | 0.00% | 26 | $120 | No change |
| NKE Nike Inc. Class B | 0.00% | 2 | $106 | No change |
| QGRO American Century US Quality | 0.00% | 1 | $105 | No change |
| GSEW Goldman Sachs Eql WGHT Large | 0.00% | 1 | $85 | No change |
| CROX Crocs Inc. | 0.00% | 1 | $83 | No change |
| ONEW Onewater Marine Inc. Class A | 0.00% | 6 | $57 | No change |
| RDNT Radnet Inc. | 0.00% | 1 | $56 | No change |
| HIMX Himax Technologies Inc.-ADR | 0.00% | 7 | $55 | No change |
| SIRI Sirius XM Holdings Inc. | 0.00% | 2 | $46 | No change |
| GENK Gen Restaurant Group Inc. | 0.00% | 15 | $29 | No change |
| DNUT Krispy Kreme Inc. | 0.00% | 8 | $27 | No change |
| BYND Beyond Meat Inc. | 0.00% | 10 | $7 | No change |