| SPIB SS SPDR P Int C Corp. ETF | 3.09% | 148,865 | $5.0M | Add +2.7% |
| FRDM Freedom 100 Emeging MRKT ETF | 2.71% | 59,857 | $4.4M | Reduce -3.8% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 2.61% | 43,724 | $4.2M | Add +0.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 2.36% | 72,427 | $3.8M | Add +49.4% |
| IEF iShares 7-10 Year Treasury B | 2.23% | 37,970 | $3.6M | Add +1.8% |
| AVES Avantis Emerging Markets Val | 2.13% | 52,320 | $3.4M | New |
| TY Tri-Continental Corp. | 1.93% | 90,360 | $3.1M | Reduce -2.5% |
| SPTS SS SPDR P St Term TSY ETF | 1.91% | 106,100 | $3.1M | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 1.75% | 8,618 | $2.8M | Reduce -3.0% |
| AAPL Apple Inc. | 1.64% | 9,114 | $2.6M | Reduce -3.2% |
| TSM Taiwan Semiconductor-SP ADR | 1.57% | 5,284 | $2.5M | Reduce -24.9% |
| SCHP Schwab U.S. Tips ETF | 1.51% | 92,062 | $2.4M | Add +0.9% |
| JSI JH Securitized Income ETF | 1.44% | 45,291 | $2.3M | Add +0.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.41% | 15,015 | $2.3M | Reduce -6.6% |
| RTX RTX Corp. | 1.12% | 9,486 | $1.8M | Reduce -5.8% |
| ABBV Abbvie Inc. | 1.12% | 7,146 | $1.8M | Reduce -5.1% |
| SUB iShares Short-Term National | 1.08% | 16,314 | $1.7M | Add +0.7% |
| GLW Corning Inc. | 1.05% | 6,623 | $1.7M | Reduce -6.3% |
| MSFT Microsoft Corp. | 1.03% | 4,447 | $1.7M | Add +6.4% |
| ANGL Vaneck Fallen Angel High YLD | 0.99% | 54,560 | $1.6M | Add +0.9% |
| JHPI John Hancock Preferred Incom | 0.95% | 67,434 | $1.5M | Add +3.8% |
| TOTL SS Doubleline TR Tact ETF | 0.92% | 37,480 | $1.5M | Reduce -4.0% |
| NVS Novartis AG-Sponsored ADR | 0.89% | 9,183 | $1.4M | Add +1.0% |
| MPC Marathon Petroleum Corp. | 0.88% | 5,557 | $1.4M | Reduce -0.2% |
| STX Seagate Technology Holdings | 0.87% | 1,454 | $1.4M | Reduce -57.9% |
| SSGA ACTIVE TR | 0.79% | 29,750 | $1.3M | Add +1.4% |
| CVX Chevron Corp. | 0.77% | 7,457 | $1.2M | Reduce -5.8% |
| EPR Epr Properties filed as EPR PPTYS | 0.76% | 21,172 | $1.2M | Reduce -3.6% |
| ITM Vaneck Intermediate Muni ETF | 0.76% | 26,082 | $1.2M | No change |
| JCI Johnson Controls Internation | 0.71% | 7,867 | $1.1M | Reduce -0.3% |
| NTAP Netapp Inc. | 0.69% | 7,193 | $1.1M | Reduce -0.1% |
| ETN Eaton Corp. PLC | 0.65% | 2,444 | $1.0M | Reduce -12.8% |
| BMY Bristol-Myers Squibb Co. | 0.63% | 17,612 | $1.0M | Add +1.8% |
| SO The Southern Co. | 0.63% | 10,600 | $1.0M | Reduce -7.2% |
| GOOGL Alphabet Inc. Class A | 0.60% | 2,722 | $973K | Reduce -0.3% |
| AZN Astrazeneca PLC-Spons ADR | 0.60% | 5,058 | $959K | Add +0.6% |
| BX Blackstone Inc. | 0.59% | 8,070 | $950K | Add +53.9% |
| FHI Federated Hermes Inc. | 0.59% | 17,183 | $949K | Reduce -0.3% |
| SCHR Schwab Intermediate-Term US | 0.58% | 38,040 | $938K | Reduce -15.6% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.56% | 4,848 | $906K | Reduce -8.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.55% | 1,770 | $886K | Reduce -0.1% |
| TPR Tapestry Inc. | 0.55% | 6,002 | $879K | Add +1.3% |
| PFE Pfizer Inc. | 0.54% | 36,100 | $869K | Reduce -1.7% |
| DRH Diamondrock Hospitality Co. | 0.52% | 68,135 | $830K | Reduce -1.4% |
| TYG Tortoise Energy Infrastruct | 0.50% | 18,700 | $802K | Reduce -0.7% |
| AMZN Amazon.com Inc. | 0.50% | 3,350 | $798K | Add +0.4% |
| HD Home Depot Inc. | 0.49% | 2,245 | $792K | Add +2.8% |
| LEA Lear Corp. | 0.49% | 5,898 | $791K | Add +0.8% |
| VZ Verizon Communications Inc. | 0.49% | 18,644 | $789K | Reduce -9.2% |
| TRV The Travelers Cos Inc. | 0.49% | 2,374 | $784K | Add +1.2% |
| POWL Powell Industries Inc. | 0.48% | 2,727 | $781K | Reduce -49.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.48% | 2,773 | $780K | Reduce -11.1% |
| FLCC Fed Hermes Large Cap Core | 0.47% | 21,716 | $763K | Add +1570.5% |
| GILD Gilead Sciences Inc. | 0.47% | 5,976 | $755K | Reduce -10.4% |
| MDLZ Mondelez International Inc. Class A | 0.46% | 12,739 | $737K | Add +2.3% |
| RPM RPM International Inc. | 0.46% | 6,608 | $735K | Add +1.5% |
| INVH Invitation Homes Inc. | 0.45% | 23,763 | $718K | Add +8.3% |
| PEP Pepsico Inc. | 0.45% | 5,297 | $717K | Add +0.2% |
| TFC Truist Financial Corp. | 0.44% | 14,382 | $717K | Add +0.3% |
| JNJ Johnson & Johnson | 0.44% | 2,820 | $716K | Add +1.3% |
| BOND PIMCO Active Bond Exchange-T | 0.44% | 7,756 | $715K | Reduce -28.7% |
| ADC Agree Realty Corp. | 0.44% | 9,407 | $713K | Reduce -1.1% |
| PANW Palo Alto Networks Inc. | 0.44% | 2,087 | $712K | Reduce -40.4% |
| RL Ralph Lauren Corp. | 0.43% | 1,727 | $693K | Add +0.6% |
| ARCC Ares Capital Corp. | 0.43% | 37,166 | $689K | Reduce -12.5% |
| MOAT Vaneck Morningstar Wide Moat | 0.43% | 6,611 | $687K | Reduce -24.1% |
| TXN Texas Instruments Inc. | 0.42% | 2,284 | $681K | Add +2.2% |
| TFLR T Rowe Price Floating RT ETF | 0.41% | 13,267 | $669K | Add +2.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.40% | 6,711 | $646K | Add +2.4% |
| XOM Exxon Mobil Corp. | 0.40% | 4,713 | $644K | Reduce -13.6% |
| D Dominion Energy Inc. | 0.40% | 9,372 | $640K | Reduce -0.3% |
| LNG Cheniere Energy Inc. | 0.38% | 2,547 | $609K | Add +0.2% |
| CAH Cardinal Health Inc. | 0.37% | 2,485 | $590K | Add +4.2% |
| PGX Invesco Preferred ETF | 0.37% | 54,337 | $589K | Reduce -2.1% |
| MDT Medtronic PLC | 0.36% | 7,464 | $584K | Add +3.2% |
| LNC Lincoln National Corp. | 0.36% | 16,445 | $581K | Reduce -18.8% |
| PNW Pinnacle West Capital | 0.36% | 5,417 | $580K | Add +0.7% |
| IGEB iShares Investment Grade SYS | 0.36% | 12,792 | $577K | Reduce -15.3% |
| PEG Public Service Enterprise GP | 0.36% | 7,053 | $572K | Add +2.0% |
| CFG Citizens Financial Group | 0.35% | 8,045 | $564K | Add +0.4% |
| MGA Magna International Inc. | 0.34% | 8,417 | $553K | Add +1.4% |
| AVGO Broadcom Inc. | 0.34% | 1,452 | $549K | Reduce -35.4% |
| OUT Outfront Media Inc. | 0.34% | 16,540 | $542K | Reduce -26.6% |
| SMG Scotts Miracle-Gro Co. | 0.33% | 7,909 | $539K | Add +1.6% |
| R Ryder System Inc. | 0.32% | 1,969 | $519K | Reduce -24.7% |
| KMI Kinder Morgan Inc. | 0.32% | 16,235 | $519K | Reduce -18.0% |
| PFFD Global X US Preferred ETF | 0.32% | 27,336 | $511K | Add +10.5% |
| DD Dupont DE Nemours Inc. | 0.31% | 3,667 | $497K | Add +57.9% |
| EPD Enterprise Products Partners | 0.31% | 13,502 | $496K | Reduce -0.3% |
| WMT Walmart Inc. | 0.31% | 4,367 | $495K | Add +0.3% |
| AMAT Applied Materials Inc. | 0.31% | 683 | $494K | No change |
| DRI Darden Restaurants Inc. | 0.29% | 2,294 | $473K | Add +3.4% |
| GRMN Garmin Ltd. | 0.29% | 1,984 | $471K | Reduce -1.1% |
| STWD Starwood Property Trust Inc. | 0.29% | 28,613 | $469K | Reduce -14.8% |
| DELL Dell Technologies -C | 0.29% | 1,080 | $466K | Reduce -1.5% |
| HASI Ha Sustainable Infrastructur | 0.29% | 11,911 | $465K | Add +2.6% |
| SCHO Schwab Short-Term US Treas | 0.28% | 18,796 | $454K | No change |
| GD General Dynamics Corp. | 0.28% | 1,276 | $452K | Reduce -26.0% |
| EMBD Global X Emerging Markets BD | 0.28% | 18,860 | $452K | Add +6.1% |
| WMB Williams Cos Inc. | 0.28% | 6,040 | $449K | Reduce -26.7% |
| EMB iShares JP Morgan Usd Emergi | 0.27% | 4,555 | $439K | Reduce -0.6% |
| TTE Totalenergies SE | 0.27% | 5,622 | $437K | Reduce -0.0% |
| SMMD iShares Russell 2500 ETF | 0.27% | 4,677 | $429K | Add +1.4% |
| CUZ Cousins Properties Inc. | 0.26% | 14,215 | $426K | Reduce -1.7% |
| SKT Tanger Inc. | 0.26% | 10,498 | $414K | Reduce -1.5% |
| ORCL Oracle Corp. | 0.26% | 2,825 | $414K | Reduce -0.3% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA B C | 0.25% | 4,692 | $407K | Add +0.4% |
| MO Altria Group Inc. | 0.25% | 5,653 | $407K | No change |
| GLD SPDR Gold Shares | 0.25% | 1,096 | $404K | No change |
| BBY Best Buy Co. Inc. | 0.25% | 5,223 | $396K | Add +41.8% |
| SPG Simon Property Group Inc. | 0.24% | 1,758 | $393K | New |
| APD Air Products & Chemicals Inc. | 0.24% | 1,323 | $388K | Add +0.6% |
| VTRS Viatris Inc. | 0.24% | 24,191 | $384K | Reduce -22.5% |
| MNRO Monro Inc. | 0.24% | 22,362 | $383K | Add +2.7% |
| STZ Constellation Brands Inc. Class A | 0.24% | 2,734 | $380K | Add +0.5% |
| LAMR Lamar Advertising Co. Class A | 0.24% | 2,433 | $379K | New |
| OAKM Oakmark US Large Cap ETF | 0.23% | 13,356 | $376K | New |
| HTGC Hercules Capital Inc. | 0.23% | 23,628 | $373K | Reduce -23.8% |
| MKSI MKS Inc. | 0.23% | 832 | $370K | Reduce -6.3% |
| NEWT Newtekone Inc. | 0.23% | 24,637 | $365K | No change |
| SWK Stanley Black & Decker Inc. | 0.23% | 3,872 | $364K | Add +3.9% |
| VFC VF Corp. | 0.22% | 21,410 | $357K | Add +4.0% |
| CSCO Cisco Systems Inc. | 0.22% | 3,037 | $357K | No change |
| OKE Oneok Inc. | 0.22% | 4,103 | $357K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.21% | 686 | $344K | Add +2.5% |
| MRVL Marvell Technology Inc. | 0.20% | 1,083 | $323K | Reduce -67.0% |
| SCHD Schwab US DVD Equity ETF | 0.20% | 10,011 | $317K | Reduce -20.4% |
| SYY Sysco Corp. | 0.19% | 3,736 | $312K | Add +1.7% |
| JEPI JPMorgan Equity Premium Inco | 0.19% | 5,519 | $312K | No change |
| RITM Rithm Capital Corp. | 0.19% | 33,108 | $311K | Reduce -24.7% |
| MELI MercadoLibre Inc. | 0.19% | 182 | $309K | Reduce -8.5% |
| KMB Kimberly-Clark Corp. | 0.19% | 2,800 | $307K | Reduce -10.4% |
| OKTA Okta Inc. | 0.19% | 2,224 | $303K | Add +43.6% |
| CVS CVS Health Corp. | 0.18% | 2,857 | $296K | Add +4.7% |
| MTN Vail Resorts Inc. | 0.18% | 2,151 | $293K | Add +0.7% |
| COMP Compass Inc. Class A | 0.18% | 23,749 | $293K | Add +3.4% |
| CLX Clorox Company | 0.18% | 3,044 | $291K | Add +37.7% |
| VLO Valero Energy Corp. | 0.17% | 1,070 | $279K | Reduce -21.9% |
| GXO Gxo Logistics Inc. | 0.17% | 5,343 | $271K | Add +32.4% |
| IIPR Innovative Industrial Proper | 0.16% | 4,270 | $265K | Reduce -1.5% |
| HAS Hasbro Inc. | 0.16% | 3,191 | $264K | Reduce -27.0% |
| ADI Analog Devices Inc. | 0.16% | 660 | $262K | Reduce -0.9% |
| RRX Regal Rexnord Corp. | 0.16% | 1,097 | $261K | Reduce -1.7% |
| T AT&T Inc. | 0.16% | 12,540 | $260K | Reduce -23.3% |
| FOUR SHIFT4 Payments Inc. Class A | 0.16% | 5,330 | $259K | Add +60.0% |
| ABT Abbott Laboratories | 0.16% | 2,840 | $258K | Reduce -17.2% |
| FCPT Four Corners Property Trust | 0.16% | 10,293 | $253K | Add +0.3% |
| ENTG Entegris Inc. | 0.16% | 1,399 | $252K | Reduce -25.9% |
| EXPE Expedia Group Inc. | 0.16% | 979 | $251K | Add +2.2% |
| AMKR Amkor Technology Inc. | 0.15% | 2,884 | $249K | Reduce -6.0% |
| NVDA Nvidia Corp. | 0.15% | 1,238 | $248K | Add +25.6% |
| HXL Hexcel Corp. | 0.15% | 2,467 | $247K | Reduce -1.8% |
| UNH Unitedhealth Group Inc. | 0.15% | 593 | $246K | Add +2.6% |
| GMOI GMO International Value ETF | 0.15% | 6,549 | $245K | New |
| TSLA Tesla Inc. | 0.15% | 575 | $242K | No change |
| HQY Healthequity Inc. | 0.15% | 2,671 | $241K | Reduce -1.3% |
| CGNX Cognex Corp. | 0.15% | 3,318 | $240K | Reduce -5.3% |
| TOST Toast Inc. Class A | 0.15% | 8,498 | $236K | Add +60.6% |
| EMR Emerson Electric Co. | 0.15% | 1,641 | $235K | Add +1.1% |
| SHYD Vaneck SH Hi YLD Muni | 0.14% | 10,023 | $230K | Reduce -5.0% |
| V Visa Inc. Class A | 0.14% | 652 | $224K | Add +1.2% |
| MU Micron Technology Inc. | 0.14% | 194 | $224K | Reduce -62.5% |
| GNRC Generac Holdings Inc. | 0.14% | 759 | $222K | Add +2.9% |
| RNR Renaissancere Holdings Ltd. | 0.14% | 700 | $222K | Reduce -7.9% |
| COCO The Vita Coco Co. Inc. | 0.13% | 3,287 | $217K | Reduce -10.6% |
| SAM Boston Beer Company Inc. Class A | 0.13% | 1,217 | $215K | Reduce -17.1% |
| POWI Power Integrations Inc. | 0.13% | 2,563 | $215K | Reduce -3.5% |
| GRC Gorman-Rupp Co. | 0.13% | 2,331 | $214K | Add +1.2% |
| LRCX Lam Research Corp. | 0.13% | 491 | $213K | Reduce -58.8% |
| TWLO Twilio Inc. Class A | 0.13% | 1,024 | $211K | Reduce -4.4% |
| ENB Enbridge Inc. | 0.13% | 3,892 | $211K | Add +1.0% |
| FLNG Flex LNG Ltd. | 0.13% | 7,514 | $211K | Reduce -0.5% |
| FDX FedEx Corp. | 0.13% | 673 | $211K | Add +2.3% |
| TCMD Tactile Systems Technology I | 0.13% | 7,068 | $210K | Reduce -9.1% |
| BKLN Invesco Senior Loan ETF | 0.13% | 10,285 | $210K | Reduce -0.7% |
| UTL Unitil Corp. | 0.13% | 3,910 | $206K | Reduce -14.4% |
| TGTX TG Therapeutics Inc. | 0.13% | 3,735 | $205K | Reduce -4.6% |
| MLR Miller Industries Inc. | 0.13% | 3,995 | $204K | Reduce -3.9% |
| TER Teradyne Inc. | 0.13% | 422 | $204K | Reduce -26.0% |
| AXP American Express Co. | 0.13% | 600 | $203K | No change |
| COHR Coherent Corp. | 0.12% | 500 | $197K | Reduce -38.6% |
| AMD Advanced Micro Devices | 0.12% | 333 | $194K | Reduce -33.0% |
| UTHR United Therapeutics Corp. | 0.12% | 356 | $193K | Reduce -6.6% |
| CFR Cullen/Frost Bankers Inc. | 0.12% | 1,227 | $190K | Reduce -5.3% |
| SOLS Solstice Adv Materials Inc. | 0.12% | 2,136 | $189K | Reduce -9.1% |
| MORN Morningstar Inc. | 0.12% | 1,190 | $186K | New |
| LLY Eli Lilly & Co. | 0.12% | 154 | $186K | Add +0.7% |
| AVDE Avantis International Equity | 0.11% | 2,062 | $184K | Reduce -2.8% |
| XRAY Dentsply Sirona Inc. | 0.11% | 17,200 | $182K | Reduce -12.9% |
| PDFS PDF Solutions Inc. | 0.11% | 2,521 | $178K | Reduce -34.1% |
| DOV Dover Corp. | 0.11% | 787 | $177K | Add +1.3% |
| GFS Globalfoundries Inc. | 0.11% | 2,111 | $174K | Reduce -30.1% |
| YOU Clear Secure Inc. Class A | 0.11% | 3,104 | $173K | Add +12.8% |
| MGNI Magnite Inc. | 0.11% | 9,097 | $173K | Reduce -4.8% |
| Q Qnity Electronics Inc. | 0.11% | 1,056 | $172K | Reduce -66.4% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.11% | 750 | $172K | Reduce -7.2% |
| NBIX Neurocrine Biosciences Inc. | 0.10% | 997 | $168K | Add +26.7% |
| CIEN Ciena Corp. | 0.10% | 337 | $165K | Reduce -32.7% |
| FTS Fortis Inc. | 0.10% | 2,866 | $164K | Add +2.1% |
| EBC Eastern Bankshares Inc. | 0.10% | 7,309 | $163K | Reduce -2.1% |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 0.10% | 3,366 | $162K | Add +26.1% |
| AEP American Electric Power | 0.10% | 1,181 | $162K | No change |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.10% | 2,361 | $160K | Add +47.0% |
| NXT Nextpower Inc. | 0.10% | 1,330 | $158K | Reduce -32.0% |
| FANG Diamondback Energy Inc. | 0.10% | 895 | $157K | Reduce -4.8% |
| EEM iShares MSCI Emerging Market | 0.10% | 2,270 | $155K | No change |
| WAY Waystar Holding Corp. | 0.10% | 7,560 | $155K | Add +51.5% |
| WDAY Workday Inc. Class A | 0.10% | 1,265 | $155K | Add +2.7% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.10% | 4,053 | $154K | Reduce -2.5% |
| ADP Automatic Data Processing | 0.10% | 685 | $153K | No change |
| BSET Bassett Furniture Inds | 0.10% | 8,655 | $153K | Add +3.0% |
| SSNC Ss&c Technologies Holdings | 0.09% | 2,446 | $152K | Reduce -0.8% |
| TBUX T Rowe Price Ultra Short-Ter | 0.09% | 3,009 | $150K | Add +2.1% |
| KDP Keurig Dr Pepper Inc. | 0.09% | 4,561 | $149K | Reduce -0.1% |
| RBRK Rubrik Inc. Class A | 0.09% | 1,823 | $146K | Reduce -3.8% |
| LEN Lennar Corp. Class A | 0.09% | 1,615 | $146K | Add +9.9% |
| PSMT Pricesmart Inc. | 0.09% | 737 | $144K | Reduce -7.2% |
| ROK Rockwell Automation Inc. | 0.09% | 287 | $142K | No change |
| KLAC KLA Corp. | 0.09% | 458 | $138K | Add +1.8% |
| ETR Entergy Corp. | 0.09% | 1,200 | $138K | No change |
| TRMB Trimble Inc. | 0.09% | 2,692 | $138K | New |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.08% | 990 | $136K | New |
| BNY Bank of New York Mellon Corp. | 0.08% | 934 | $135K | Reduce -3.5% |
| UMBF Umb Financial Corp. | 0.08% | 941 | $134K | Reduce -4.7% |
| VMC Vulcan Materials Co. | 0.08% | 455 | $134K | New |
| UBER Uber Technologies Inc. | 0.08% | 1,858 | $134K | Add +0.8% |
| TOWN Towne Bank | 0.08% | 3,695 | $134K | Reduce -2.3% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.08% | 1,666 | $132K | Add +6.3% |
| MCHP Microchip Technology Inc. | 0.08% | 1,437 | $131K | No change |
| GE General Electric filed as GE AEROSPACE | 0.08% | 349 | $131K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.08% | 1,589 | $130K | Reduce -43.6% |
| VEEV Veeva Systems Inc. Class A | 0.08% | 733 | $130K | New |
| ALGM Allegro Microsystems Inc. | 0.08% | 1,839 | $128K | Reduce -46.1% |
| EBAY eBay Inc. | 0.08% | 1,090 | $122K | Add +1.8% |
| LMT Lockheed Martin Corp. | 0.07% | 237 | $121K | No change |
| CP Canadian Pacific Kansas City | 0.07% | 1,380 | $120K | Add +1.3% |
| FAST Fastenal Co. | 0.07% | 2,480 | $119K | No change |
| PG The Procter & Gamble Co. | 0.07% | 811 | $119K | No change |
| AZZ Azz Inc. | 0.07% | 746 | $116K | Reduce -10.4% |
| GPK Graphic Packaging Holding Co. | 0.07% | 10,690 | $113K | Reduce -10.9% |
| KR Kroger Co. | 0.07% | 1,978 | $110K | No change |
| BKMI BNY Mellon Muni Int ETF | 0.07% | 4,104 | $109K | New |
| TARS Tarsus Pharmaceuticals Inc. | 0.07% | 1,721 | $108K | Reduce -3.5% |
| MRK Merck & Co. Inc. | 0.07% | 842 | $108K | No change |
| GOOG Alphabet Inc. Class C | 0.07% | 305 | $108K | No change |
| SCHI Schwab 5-10 Year Corporate B | 0.07% | 4,772 | $108K | No change |
| CELH Celsius Holdings Inc. | 0.07% | 3,647 | $107K | Add +42.7% |
| NOW ServiceNow Inc. | 0.07% | 1,061 | $105K | Add +111.3% |
| SCYB Schwab High Yield Bond ETF | 0.06% | 3,950 | $103K | Reduce -4.8% |
| ARE Alexandria Real Estate Equit | 0.06% | 1,939 | $102K | New |
| IDA Idacorp Inc. | 0.06% | 661 | $100K | Reduce -5.6% |
| INTC Intel Corp. | 0.06% | 707 | $99K | Reduce -66.8% |
| GEV GE Vernova Inc. | 0.06% | 84 | $99K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.06% | 2,882 | $98K | Add +5.2% |
| WFC Wells Fargo & Co. | 0.06% | 1,170 | $97K | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.06% | 821 | $96K | Reduce -1.1% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.06% | 400 | $95K | No change |
| HIG Hartford Insurance Group Inc. | 0.06% | 717 | $95K | No change |
| CRUS Cirrus Logic Inc. | 0.06% | 638 | $95K | Reduce -4.3% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.06% | 5,232 | $95K | Reduce -10.9% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.06% | 2,049 | $94K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.06% | 187 | $93K | Add +6.9% |
| WMG Warner Music Group Corp. Class A | 0.06% | 3,426 | $93K | Add +5.0% |
| AMP Ameriprise Financial Inc. | 0.06% | 200 | $92K | No change |
| MANH Manhattan Associates Inc. | 0.06% | 654 | $91K | New |
| DKS Dick's Sporting Goods Inc. | 0.06% | 396 | $90K | Reduce -10.6% |
| ITIC Investors Title Co. | 0.05% | 323 | $88K | Reduce -4.4% |
| DFIC Dimensional International Co. | 0.05% | 2,317 | $86K | Add +167.9% |
| IWR iShares Russell Mid-Cap ETF | 0.05% | 762 | $84K | New |
| CSRE C&S Real Estate Active ETF | 0.05% | 2,858 | $81K | Reduce -2.6% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.05% | 2,319 | $80K | Add +5.2% |
| FRPT Freshpet Inc. | 0.05% | 1,349 | $80K | Add +1.4% |
| SNDK Sandisk Corp. | 0.05% | 35 | $80K | No change |
| STT State Street Corp. | 0.05% | 469 | $80K | No change |
| VVV Valvoline Inc. | 0.05% | 2,010 | $79K | Add +2.1% |
| PHYS Sprott Physical Gold Trust | 0.05% | 2,622 | $79K | Reduce -9.5% |
| AMGN Amgen Inc. | 0.05% | 217 | $79K | No change |
| MRGR Proshares Merger ETF | 0.05% | 1,649 | $75K | No change |
| TOL Toll Brothers Inc. | 0.05% | 454 | $75K | Reduce -14.7% |
| GWRE Guidewire Software Inc. | 0.05% | 596 | $73K | Add +2.6% |
| EQIX Equinix Inc. | 0.05% | 70 | $73K | No change |
| VOO Vanguard S&P 500 ETF | 0.04% | 105 | $72K | Reduce -47.0% |
| HDSN Hudson Technologies Inc. | 0.04% | 12,430 | $71K | Add +9.2% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.04% | 1,522 | $71K | Reduce -31.9% |
| IDCC Interdigital Inc. | 0.04% | 249 | $70K | No change |
| CPRT Copart Inc. | 0.04% | 2,499 | $70K | Reduce -3.0% |
| CAT Caterpillar Inc. | 0.04% | 66 | $70K | No change |
| CNI Canadian Natl Railway Co. | 0.04% | 588 | $70K | No change |
| BJRI Bj's Restaurants Inc. | 0.04% | 1,152 | $70K | Reduce -15.8% |
| HST Host Hotels & Resorts Inc. | 0.04% | 2,948 | $70K | Reduce -4.7% |
| JMUB JPMorgan Municipal ETF | 0.04% | 1,368 | $69K | Add +0.2% |
| NFLX Netflix Inc. | 0.04% | 967 | $69K | No change |
| SBUX Starbucks Corp. | 0.04% | 675 | $69K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.04% | 90 | $69K | No change |
| SYF Synchrony Financial | 0.04% | 888 | $68K | Reduce -3.8% |
| CNK Cinemark Holdings Inc. | 0.04% | 2,120 | $67K | Reduce -17.9% |
| WDC Western Digital Corp. | 0.04% | 105 | $67K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.04% | 88 | $66K | Reduce -8.3% |
| DFCF Dimensional Core Fixed Inc. | 0.04% | 1,560 | $66K | Reduce -23.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.04% | 814 | $64K | Reduce -1.4% |
| DFAC Dimensional US Core Equity 2 | 0.04% | 1,425 | $63K | No change |
| IWV iShares Russell 3000 ETF | 0.04% | 148 | $63K | No change |
| DEM Wisdomtree Emerging Markets | 0.04% | 1,168 | $63K | New |
| FTI Technipfmc PLC | 0.04% | 945 | $63K | Reduce -21.0% |
| FIS Fidelity National Info Serv | 0.04% | 1,577 | $61K | Reduce -54.2% |
| KO The Coca-Cola Co. | 0.04% | 751 | $61K | No change |
| TDIV FT Nasdaq Tech DVD Index FD | 0.04% | 526 | $60K | No change |
| META Meta Platforms Inc. Class A | 0.04% | 107 | $60K | Reduce -2.7% |
| AMT American Tower Corp. | 0.04% | 367 | $60K | Add +1.1% |
| AR Antero Resources Corp. | 0.04% | 1,689 | $59K | Reduce -14.3% |
| ESS Essex Property Trust Inc. | 0.04% | 200 | $58K | No change |
| BOOT Boot Barn Holdings Inc. | 0.04% | 353 | $58K | Reduce -11.1% |
| GPN Global Payments Inc. | 0.04% | 777 | $56K | No change |
| OGS One Gas Inc. | 0.03% | 726 | $56K | Reduce -13.7% |
| BLFS Biolife Solutions Inc. | 0.03% | 1,979 | $56K | Reduce -13.0% |
| MTX Minerals Technologies Inc. | 0.03% | 734 | $54K | Reduce -16.5% |
| IAU iShares Gold Trust | 0.03% | 708 | $53K | No change |
| TEVA Teva Pharmaceutical-SP ADR | 0.03% | 1,577 | $53K | No change |
| IJR iShares Core S&P Small-Cap E | 0.03% | 359 | $53K | Add +360.3% |
| TRP TC Energy Corp. | 0.03% | 800 | $53K | No change |
| YUM Yum! Brands Inc. | 0.03% | 330 | $53K | No change |
| FLR Fluor Corp. | 0.03% | 972 | $51K | Reduce -16.4% |
| PR Permian Resources Corp. Class A | 0.03% | 2,746 | $51K | Reduce -19.9% |
| BKMS BNY Mellon Muni Short ETF | 0.03% | 1,956 | $50K | New |
| ABCB Ameris Bancorp | 0.03% | 545 | $49K | Reduce -18.1% |
| AIVL Wisdomtree US AI Enhanced Va | 0.03% | 375 | $49K | No change |
| VMBS Vanguard Mortgage-Backed Sec | 0.03% | 1,028 | $48K | No change |
| VNO Vornado Realty Trust | 0.03% | 1,186 | $47K | Add +2.1% |
| FLXS Flexsteel Inds | 0.03% | 616 | $46K | Reduce -14.6% |
| LNTH Lantheus Holdings Inc. | 0.03% | 407 | $45K | Reduce -18.1% |
| BMO Bank of Montreal filed as BANK MONTREAL MEDIUM | 0.03% | 254 | $45K | No change |
| FDVV Fidelity High Dividend ETF | 0.03% | 672 | $45K | New |
| O Realty Income Corp. | 0.03% | 720 | $45K | No change |
| BXP BXP Inc. | 0.03% | 664 | $44K | Reduce -40.5% |
| JHX James Hardie Ind PLC | 0.03% | 1,667 | $44K | Reduce -14.8% |
| DVY iShares Select Dividend ETF | 0.03% | 274 | $43K | No change |
| DUK Duke Energy Corp. | 0.03% | 338 | $43K | No change |
| SCL Stepan Co. | 0.03% | 768 | $43K | Add +38.6% |
| DHR Danaher Corp. | 0.03% | 216 | $41K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.03% | 377 | $41K | No change |
| AX Axos Financial Inc. | 0.03% | 422 | $41K | Reduce -17.6% |
| UNM Unum Group | 0.03% | 459 | $41K | Reduce -19.6% |
| SIHY Harbor Ares Systemt Hi YD-US | 0.03% | 897 | $41K | Add +9.0% |
| THG Hanover Insurance Group Inc./ | 0.03% | 189 | $40K | Reduce -20.3% |
| SHO Sunstone Hotel Investors Inc. | 0.03% | 3,517 | $40K | Reduce -14.2% |
| CCL Carnival Corp. | 0.02% | 1,399 | $40K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.02% | 107 | $40K | No change |
| EEFT Euronet Worldwide Inc. | 0.02% | 519 | $38K | Reduce -10.5% |
| CL Colgate-Palmolive Co. | 0.02% | 411 | $38K | Reduce -59.4% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.02% | 707 | $37K | New |
| ALNY Alnylam Pharmaceuticals Inc. | 0.02% | 122 | $37K | New |
| HYD Vaneck High Yield Muni ETF | 0.02% | 702 | $36K | No change |
| BROS Dutch Bros Inc. Class A | 0.02% | 503 | $36K | Reduce -14.3% |
| EMBJ Embraer SA-Spon ADR | 0.02% | 561 | $36K | Reduce -18.1% |
| C Citigroup Inc. | 0.02% | 255 | $36K | Add +0.4% |
| ONEY SS SPDR R1000 Yield Foc ETF | 0.02% | 275 | $35K | New |
| NSC Norfolk Southern Corp. | 0.02% | 111 | $35K | No change |
| BSCS Invesco Bulletshares 2028 CB | 0.02% | 1,700 | $35K | Add +30.8% |
| INVX Innovex International Inc. | 0.02% | 1,378 | $34K | Reduce -23.7% |
| DFAS Dimensional US Small Cap ETF | 0.02% | 415 | $34K | No change |
| NMT Nuveen Ma QLTY Muni Inc. | 0.02% | 2,602 | $34K | Reduce -38.8% |
| AA Alcoa Corp. | 0.02% | 645 | $34K | No change |
| COLB Columbia Banking System Inc. | 0.02% | 1,037 | $33K | Reduce -7.4% |
| SMOT Vaneck Morningstar Smid Moat | 0.02% | 845 | $33K | Reduce -28.7% |
| IRMD Iradimed Corp. | 0.02% | 335 | $32K | Reduce -16.7% |
| PGNY Progyny Inc. | 0.02% | 1,110 | $32K | Reduce -22.8% |
| CBT Cabot Corp. | 0.02% | 351 | $32K | No change |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.02% | 688 | $32K | New |
| VNQ Vanguard Real Estate ETF | 0.02% | 326 | $31K | No change |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.02% | 590 | $31K | Add +3.5% |
| BAB Invesco Taxable Municipal Bo | 0.02% | 1,165 | $31K | No change |
| OFG Ofg Bancorp | 0.02% | 627 | $31K | Reduce -17.5% |
| DFIV Dimensional International Va | 0.02% | 560 | $30K | No change |
| AMLP Alerian MLP ETF | 0.02% | 581 | $30K | No change |
| CARR Carrier Global Corp. | 0.02% | 407 | $30K | No change |
| AMCR Amcor PLC | 0.02% | 682 | $30K | Reduce -18.0% |
| HTH Hilltop Holdings Inc. | 0.02% | 759 | $29K | Reduce -15.6% |
| ALGT Allegiant Travel Co. | 0.02% | 250 | $29K | Reduce -18.3% |
| JNK SS SPDR BB High Yield Bond | 0.02% | 305 | $29K | No change |
| HBB Hamilton Beach Brand-A | 0.02% | 1,269 | $29K | Reduce -12.7% |
| PODD Insulet Corp. | 0.02% | 188 | $29K | Reduce -11.7% |
| VOOV Vanguard S&P 500 Value ETF | 0.02% | 130 | $28K | No change |
| TEX Terex Corp. | 0.02% | 384 | $28K | Reduce -17.9% |
| GIBRALTAR INDS INC COM | 0.02% | 612 | $28K | New |
| LIN Linde PLC | 0.02% | 52 | $27K | No change |
| GWW WW Grainger Inc. | 0.02% | 20 | $27K | No change |
| FLRN SS SPDR BB Ig Float RT ETF | 0.02% | 854 | $26K | No change |
| TT Trane Technologies PLC | 0.02% | 53 | $26K | Add +15.2% |
| TXXI BBLX Irm Tax-Aware I Dur ETF | 0.02% | 505 | $26K | Add +346.9% |
| MKC McCormick & Co.-Non VTG SHRS | 0.02% | 500 | $25K | No change |
| JMBS Janus Henderson Mortg Backed | 0.02% | 559 | $25K | New |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.02% | 489 | $25K | Reduce -70.0% |
| MET Metlife Inc. | 0.02% | 292 | $25K | No change |
| BSCR Invesco Bulletshares 2027 CB | 0.02% | 1,250 | $25K | No change |
| GME Gamestop Corp. Class A | 0.02% | 1,100 | $24K | Add +77.4% |
| PYPL PayPal Holdings Inc. | 0.01% | 556 | $24K | No change |
| OMCL Omnicell Inc. | 0.01% | 574 | $24K | Reduce -18.0% |
| VIG Vanguard Dividend Apprec ETF | 0.01% | 100 | $24K | No change |
| TGT Target Corp. | 0.01% | 180 | $24K | No change |
| ALB Albemarle Corp. | 0.01% | 174 | $23K | Reduce -16.4% |
| IYM iShares U.S. Basic Materials | 0.01% | 130 | $23K | No change |
| VYM Vanguard High DVD Yield ETF | 0.01% | 147 | $23K | No change |
| HON Honeywell International Inc. | 0.01% | 102 | $23K | Reduce -50.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.01% | 394 | $23K | Add +5.3% |
| NTGR Netgear Inc. | 0.01% | 966 | $23K | Reduce -19.9% |
| HONA Honeywell Aerospace Inc. | 0.01% | 102 | $23K | No change |
| SYNA Synaptics Inc. | 0.01% | 178 | $22K | Reduce -16.8% |
| NSA National Storage Affiliates | 0.01% | 497 | $22K | Reduce -7.5% |
| NTLA Intellia Therapeutics Inc. | 0.01% | 1,300 | $22K | No change |
| SPIP SS SPDR P Tips ETF | 0.01% | 850 | $22K | No change |
| TAXX BBLX Irm Tax-Aware S Dur ETF | 0.01% | 423 | $21K | Add +669.1% |
| UAL United Airlines Holdings Inc. | 0.01% | 157 | $21K | No change |
| PFF iShares Preferred & Income S | 0.01% | 700 | $21K | No change |
| PCRX Pacira Biosciences Inc. | 0.01% | 834 | $21K | Reduce -14.6% |
| ZBRA Zebra Technologies Corp. Class A | 0.01% | 80 | $21K | Reduce -13.0% |
| HYBB iShares BB Rated Corp. Bond | 0.01% | 450 | $21K | No change |
| SPAB SS SPDR P Agg Bond ETF | 0.01% | 813 | $21K | No change |
| INTF iShares International Equity | 0.01% | 495 | $20K | New |
| DABS Doubleline Asset-Backed ETF | 0.01% | 400 | $20K | New |
| QLTY GMO U.S. Quality ETF | 0.01% | 475 | $20K | Add +5.6% |
| SPCX Space Exploration Techn Class A | 0.01% | 115 | $20K | New |
| JPIB JPMorgan Intl BND ETF | 0.01% | 398 | $19K | New |
| AGI Alamos Gold Inc. Class A | 0.01% | 630 | $19K | No change |
| WWW Wolverine World Wide Inc. | 0.01% | 1,147 | $19K | Reduce -14.7% |
| VEA Vanguard Ftse Developed ETF | 0.01% | 266 | $19K | Reduce -32.0% |
| CLF Cleveland-Cliffs Inc. | 0.01% | 2,014 | $19K | Add +57.3% |
| XFIV Bondbloxx BBG 5 YR US Treas | 0.01% | 387 | $19K | New |
| ALK Alaska Air Group Inc. | 0.01% | 360 | $19K | Reduce -2.7% |
| ARQT Arcutis Biotherapeutics Inc. | 0.01% | 711 | $19K | Reduce -18.7% |
| SVRA Savara Inc. | 0.01% | 3,000 | $18K | No change |
| NUE Nucor Corp. | 0.01% | 82 | $18K | No change |
| PHVS Pharvaris NV | 0.01% | 520 | $18K | New |
| STLD Steel Dynamics Inc. | 0.01% | 77 | $18K | No change |
| PAHC Phibro Animal Health Corp. Class A | 0.01% | 550 | $17K | Reduce -18.6% |
| VITL Vital Farms Inc. | 0.01% | 1,420 | $17K | Add +64.5% |
| AVEM Avantis Emerging Markets Eq | 0.01% | 170 | $16K | No change |
| FCX Freeport-McMoran Inc. | 0.01% | 260 | $16K | No change |
| CRM Salesforce Inc. | 0.01% | 101 | $16K | Reduce -79.6% |
| IBIT iShares Bitcoin Trust ETF | 0.01% | 475 | $16K | No change |
| HAUZ Xtrackers Intl Real Estate | 0.01% | 681 | $15K | No change |
| HSY The Hershey Co. | 0.01% | 86 | $15K | No change |
| RSG Republic Services Inc. | 0.01% | 70 | $15K | No change |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.01% | 379 | $15K | No change |
| USAR USA Rare Earth Inc. | 0.01% | 695 | $15K | No change |
| SPHQ Invesco S&P 500 Quality ETF | 0.01% | 166 | $15K | No change |
| USB US Bancorp | 0.01% | 246 | $15K | Reduce -8.9% |
| SRE Sempra | 0.01% | 156 | $14K | No change |
| USFR Wisdomtree Floating Rate Tre | 0.01% | 282 | $14K | No change |
| UL Unilever PLC-Sponsored ADR | 0.01% | 234 | $14K | No change |
| DOLE Dole Food Co. Inc. filed as DOLE PLC ORD SHS | 0.01% | 1,000 | $14K | No change |
| PBW Invesco Wilderhill Clean Ene | 0.01% | 351 | $14K | No change |
| NTRA Natera Inc. | 0.01% | 50 | $14K | No change |
| MEGI Nylim CBRE GB Infra Mtrnd TF filed as NYLI CBRE GBL INFR MEGTRNDS | 0.01% | 875 | $13K | No change |
| FWRG First Watch Restaurant Group | 0.01% | 1,019 | $13K | Reduce -21.7% |
| AVY Avery Dennison Corp. | 0.01% | 80 | $13K | No change |
| EBND State Street SPDR Bloomberg | 0.01% | 620 | $13K | No change |
| PECO Phillips Edison & Company Inc. | 0.01% | 310 | $13K | Reduce -24.4% |
| AVMV Avantis US Mid Cap Val ETF | 0.01% | 160 | $13K | No change |
| NFG National Fuel Gas Co. | 0.01% | 166 | $13K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.01% | 280 | $13K | No change |
| CF CF Industries Holdings Inc. | 0.01% | 117 | $13K | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.01% | 123 | $13K | New |
| MINT PIMCO Enhanced Short Maturit | 0.01% | 124 | $13K | No change |
| VNLA Janus Henderson Short Durati | 0.01% | 255 | $12K | No change |
| ITW Illinois Tool Works | 0.01% | 46 | $12K | No change |
| WTM White Mountains Insurance GP | 0.01% | 6 | $12K | No change |
| CMC Commercial Metals Co. | 0.01% | 198 | $12K | No change |
| AMPH Amphastar Pharmaceuticals Inc. | 0.01% | 615 | $12K | Reduce -14.3% |
| DUHP Dimensional US High Profi Et | 0.01% | 296 | $12K | Reduce -50.3% |
| MLPX Global X MLP & Energy Infras | 0.01% | 167 | $12K | No change |
| BAC Bank of America Corp. | 0.01% | 215 | $12K | No change |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.01% | 102 | $12K | Reduce -17.1% |
| INDB Independent Bank Corp. | 0.01% | 143 | $12K | No change |
| BTCO Invsco GLXY BTCN ETF | 0.01% | 200 | $12K | No change |
| ADM Archer-Daniels-Midland Co. | 0.01% | 150 | $11K | No change |
| FE Firstenergy Corp. | 0.01% | 238 | $11K | No change |
| DFEV Dimensional Emrg MRKT Val | 0.01% | 265 | $11K | No change |
| B Barrick Mining Corp. | 0.01% | 300 | $11K | No change |
| SPOT Spotify Technology SA | 0.01% | 24 | $11K | Add +20.0% |
| CNC Centene Corp. | 0.01% | 170 | $11K | No change |
| GSHD Goosehead Insurance Inc. Class A | 0.01% | 219 | $11K | Reduce -19.2% |
| AVUV Avantis US Small Cap Value | 0.01% | 85 | $11K | Reduce -19.1% |
| OLED Universal Display Corp. | 0.01% | 122 | $11K | Reduce -12.2% |
| CWB SS SPDR BB Conv Sec ETF | 0.01% | 97 | $10K | No change |
| PCOR Procore Technologies Inc. | 0.01% | 256 | $10K | Reduce -12.6% |
| CEF Sprott Physical Gold and Sil | 0.01% | 255 | $10K | No change |
| FLTR Vaneck Ig Floating Rate ETF | 0.01% | 400 | $10K | No change |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.01% | 100 | $10K | No change |
| BHB Bar Harbor Bankshares filed as BAR HBR BANKSHARES | 0.01% | 270 | $10K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.01% | 169 | $10K | Reduce -9.6% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.01% | 100 | $10K | No change |
| CTSH Cognizant Tech Solutions-A | 0.01% | 256 | $10K | No change |
| QCOM Qualcomm Inc. | 0.01% | 53 | $10K | No change |
| ETH Grayscale Ethereum Staking M | 0.01% | 775 | $10K | No change |
| TAXM Bondbloxx Ir+m Tax-Aware Mas | 0.01% | 195 | $10K | Add +290.0% |
| WIX Wix.com Ltd. | 0.01% | 216 | $10K | Reduce -23.1% |
| H Hyatt Hotels Corp. Class A | 0.01% | 50 | $10K | No change |
| PCEF Invesco Cef Income Composite | 0.01% | 474 | $10K | No change |
| SCHH Schwab US REIT ETF | 0.01% | 404 | $10K | No change |
| KOPN Kopin Corp. | 0.01% | 2,130 | $10K | No change |
| DFAT Dimensional US Target Value | 0.01% | 135 | $9K | No change |
| PSA Public Storage | 0.01% | 29 | $9K | No change |
| KTB Kontoor Brands Inc. | 0.01% | 110 | $9K | No change |
| PPL PPL Corp. | 0.01% | 250 | $9K | No change |
| COST Costco Wholesale Corp. | 0.01% | 9 | $9K | No change |
| DG Dollar General Corp. | 0.01% | 76 | $9K | No change |
| SNA Snap-on Inc. | 0.01% | 22 | $9K | No change |
| LOW Lowe's Cos Inc. | 0.01% | 40 | $9K | Reduce -20.0% |
| SE Sea Ltd.-ADR | 0.01% | 91 | $9K | New |
| AER Aercap Holdings NV | 0.01% | 59 | $9K | Reduce -20.3% |
| SMR Nuscale Power Corp. | 0.01% | 850 | $9K | No change |
| AMG Affiliated Managers Group | 0.01% | 25 | $8K | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.01% | 98 | $8K | No change |
| ALL Allstate Corp. | 0.01% | 35 | $8K | No change |
| VCIT Vanguard Int-Term Corporate | 0.01% | 100 | $8K | No change |
| ISRG Intuitive Surgical Inc. | 0.01% | 20 | $8K | Reduce -25.9% |
| SHOP Shopify Inc. Class A | 0.01% | 70 | $8K | No change |
| UPS United Parcel Service Class B | 0.00% | 74 | $8K | Add +1.4% |
| MCD McDonald's Corp. | 0.00% | 29 | $8K | No change |
| HYLB Xtrackers Usd High Yield Cor | 0.00% | 206 | $8K | No change |
| PM Philip Morris International | 0.00% | 41 | $7K | No change |
| DLTR Dollar Tree Inc. | 0.00% | 61 | $7K | No change |
| DVA Davita Inc. | 0.00% | 33 | $7K | No change |
| CB Chubb Ltd. | 0.00% | 21 | $7K | No change |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.00% | 105 | $7K | No change |
| JBLU Jetblue Airways Corp. | 0.00% | 1,221 | $7K | Reduce -10.0% |
| ABSI Absci Corp. | 0.00% | 600 | $7K | No change |
| SRG Seritage Growth Prop- A | 0.00% | 2,636 | $7K | Reduce -22.1% |
| CMT Core Molding Technologies Inc. | 0.00% | 293 | $7K | No change |
| DTM DT Midstream Inc. | 0.00% | 47 | $7K | No change |
| WEC WEC Energy Group Inc. | 0.00% | 59 | $7K | No change |
| BSCT Invesco Bulletshares 2029 CB | 0.00% | 370 | $7K | New |
| XNCMX Nuveen Ca Amt-FR Muni Inc. | 0.00% | 536 | $7K | No change |
| GEHC GE Healthcare Technology | 0.00% | 104 | $7K | No change |
| SPTI SS SPDR P Int Term TSY ETF | 0.00% | 226 | $6K | No change |
| DAL Delta Air Lines Inc. | 0.00% | 68 | $6K | No change |
| CEG Constellation Energy | 0.00% | 25 | $6K | No change |
| FSTA Fidelity MSCI Cons Stap Indx | 0.00% | 118 | $6K | No change |
| YUMC Yum China Holdings Inc. | 0.00% | 150 | $6K | Reduce -50.0% |
| WRBY Warby Parker Inc. Class A | 0.00% | 200 | $6K | No change |
| UNP Union Pacific Corp. | 0.00% | 22 | $6K | No change |
| NEE Nextera Energy Inc. | 0.00% | 68 | $6K | No change |
| EXR Extra Space Storage Inc. | 0.00% | 41 | $6K | Reduce -6.8% |
| WAB Wabtec Corp. | 0.00% | 22 | $6K | No change |
| XGDVX Gabelli Dividend & Income TR | 0.00% | 200 | $6K | No change |
| CHWY Chewy Inc. Class A | 0.00% | 293 | $6K | Reduce -72.3% |
| MBB iShares MBS ETF | 0.00% | 60 | $6K | No change |
| SOBO South Bow Corp. | 0.00% | 160 | $6K | No change |
| MP MP Materials Corp. | 0.00% | 100 | $6K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.00% | 25 | $5K | New |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.00% | 42 | $5K | No change |
| DFJ Wisdomtree JPN S/C DVD Fund | 0.00% | 50 | $5K | No change |
| NYT New York Times Co. Class A | 0.00% | 75 | $5K | No change |
| TIP iShares Tips Bond ETF | 0.00% | 45 | $5K | No change |
| IR Ingersoll-Rand Inc. | 0.00% | 60 | $5K | No change |
| EFA iShares MSCI Eafe ETF | 0.00% | 47 | $5K | Reduce -34.7% |
| PINS Pinterest Inc. Class A | 0.00% | 220 | $5K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.00% | 96 | $5K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.00% | 60 | $5K | No change |
| TAN Invesco Solar ETF | 0.00% | 77 | $5K | No change |
| DFIP Dimensional Inflation-Protec | 0.00% | 110 | $5K | Reduce -21.4% |
| KRT Karat Packaging Inc. | 0.00% | 135 | $5K | Reduce -10.0% |
| APH Amphenol Corp. Class A | 0.00% | 24 | $4K | No change |
| WM Waste Management Inc. | 0.00% | 19 | $4K | No change |
| TMUS T-Mobile US Inc. | 0.00% | 25 | $4K | No change |
| SPSB SS SPDR P St C Corp. ETF | 0.00% | 137 | $4K | No change |
| SNPS Synopsys Inc. | 0.00% | 9 | $4K | New |
| IWF iShares Russell 1000 Growth | 0.00% | 32 | $4K | No change |
| EOG EOG Resources Inc. | 0.00% | 30 | $4K | No change |
| CPA Copa Holdings SA Class A | 0.00% | 25 | $4K | No change |
| FXI iShares China Large-Cap ETF | 0.00% | 115 | $4K | No change |
| GIS General Mills Inc. | 0.00% | 103 | $4K | No change |
| PCAR Paccar Inc. | 0.00% | 29 | $3K | No change |
| NVG Nuveen Amt-FR Muni CRDT | 0.00% | 270 | $3K | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.00% | 29 | $3K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.00% | 22 | $3K | No change |
| VRT Vertiv Holdings Co. Class A | 0.00% | 10 | $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 |
| BLK BlackRock Inc. | 0.00% | 3 | $3K | No change |
| ELF Elf Beauty Inc. | 0.00% | 40 | $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 |
| AWK American Water Works Co. Inc. | 0.00% | 22 | $3K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.00% | 30 | $3K | No change |
| BA The Boeing Co. | 0.00% | 13 | $3K | No change |
| ROKU Roku Inc. | 0.00% | 20 | $3K | No change |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.00% | 30 | $3K | No change |
| APA Apa Corp. | 0.00% | 80 | $3K | No change |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.00% | 30 | $3K | No change |
| LKQ LKQ Corp. | 0.00% | 98 | $3K | Reduce -61.3% |
| TRGP Targa Resources Corp. | 0.00% | 9 | $3K | No change |
| DEO Diageo PLC-Sponsored ADR | 0.00% | 31 | $3K | No change |
| SJNK SS SPDR BB St Hi Yield ETF | 0.00% | 100 | $3K | No change |
| COIN Coinbase Global Inc. Class A | 0.00% | 17 | $2K | No change |
| HIFS Hingham Institution for SVGS | 0.00% | 8 | $2K | No change |
| PH Parker Hannifin Corp. | 0.00% | 2 | $2K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 176 | $2K | No change |
| CINF Cincinnati Financial Corp. | 0.00% | 13 | $2K | No change |
| AXON Axon Enterprise Inc. | 0.00% | 4 | $2K | No change |
| ED Consolidated Edison Inc. | 0.00% | 20 | $2K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.00% | 18 | $2K | Add +28.6% |
| EUSA iShares MSCI USA Equal Weigh | 0.00% | 19 | $2K | No change |
| BKNG Booking Holdings Inc. | 0.00% | 12 | $2K | Add +0.0% |
| PRU Prudential Financial Inc. | 0.00% | 20 | $2K | No change |
| IVZ Invesco Ltd. | 0.00% | 80 | $2K | No change |
| PLD Prologis Inc. | 0.00% | 15 | $2K | No change |
| MICC The Magnum Ice Cream Co. NV | 0.00% | 109 | $2K | No change |
| EVCM Evercommerce Inc. | 0.00% | 187 | $2K | No change |
| BP BP PLC-Spons ADR | 0.00% | 50 | $2K | No change |
| NTNX Nutanix Inc. Class A | 0.00% | 36 | $2K | No change |
| SOFI Sofi Technologies Inc. | 0.00% | 100 | $2K | No change |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.00% | 50 | $2K | No change |
| CCI Crown Castle Inc. | 0.00% | 23 | $2K | No change |
| PCG P G & E Corp. | 0.00% | 101 | $2K | Add +1.0% |
| NCLH Norwegian Cruise Line Holdin | 0.00% | 80 | $2K | No change |
| SHAK Shake Shack Inc. Class A | 0.00% | 30 | $2K | No change |
| SPGI S&P Global Inc. | 0.00% | 4 | $2K | No change |
| ACN Accenture PLC Class A | 0.00% | 13 | $2K | No change |
| EPAM Epam Systems Inc. | 0.00% | 20 | $2K | Reduce -97.5% |
| COLD Americold Realty Trust Inc. | 0.00% | 100 | $2K | No change |
| PGR Progressive Corp. | 0.00% | 7 | $2K | No change |
| MDY State Street SPDR S&P Midcap | 0.00% | 2 | $1K | New |
| KYN Kayne Anderson Energy Infra | 0.00% | 100 | $1K | No change |
| ORLY O'reilly Automotive Inc. | 0.00% | 15 | $1K | No change |
| DTE DTE Energy Company | 0.00% | 9 | $1K | No change |
| TAP Molson Coors Beverage Co. Class B | 0.00% | 35 | $1K | Reduce -83.5% |
| NOK Nokia Corp.-Spon ADR | 0.00% | 100 | $1K | No change |
| BUD Anheuser-Busch Inbev-SPN ADR | 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 |
| VXUS Vanguard Total Intl Stock | 0.00% | 13 | $1K | No change |
| XBI SS SPDR S&P Biotech ETF | 0.00% | 7 | $1K | No change |
| FCEL Fuelcell Energy Inc. | 0.00% | 30 | $1K | No change |
| PLOW Douglas Dynamics Inc. | 0.00% | 20 | $1K | New |
| ZTS Zoetis Inc. | 0.00% | 15 | $1K | No change |
| DDOG Datadog Inc. Class A | 0.00% | 4 | $1K | No change |
| NOC Northrop Grumman Corp. | 0.00% | 2 | $1K | Reduce -50.0% |
| MSI Motorola Solutions Inc. | 0.00% | 2 | $1K | No change |
| LQDA Liquidia Corp. | 0.00% | 12 | $957 | New |
| LGND Ligand Pharmaceuticals | 0.00% | 3 | $948 | New |
| ETHE Grayscale Ethereum Staking E | 0.00% | 62 | $932 | No change |
| GROV Grove Collaborative Holdings | 0.00% | 700 | $875 | No change |
| DOC Healthpeak Properties Inc. | 0.00% | 40 | $856 | New |
| URBN Urban Outfitters Inc. | 0.00% | 12 | $850 | No change |
| VT Vanguard Tot World STK ETF | 0.00% | 5 | $785 | No change |
| KD Kyndryl Holdings Inc. | 0.00% | 68 | $769 | Reduce -38.7% |
| BABA Alibaba Group Holding-SP ADR | 0.00% | 8 | $768 | No change |
| GLPI Gaming and Leisure Propertie | 0.00% | 17 | $757 | New |
| QQQ Invesco QQQ Trust Series 1 | 0.00% | 1 | $736 | No change |
| AVSC Avantis US Small Cap Equity | 0.00% | 10 | $733 | No change |
| BXMT Blackstone Mortgage Tru Class A | 0.00% | 43 | $729 | No change |
| LAR Lithium Argentina AG | 0.00% | 88 | $728 | No change |
| MRP Millrose Properties | 0.00% | 20 | $601 | No change |
| ELVR Elevra Lithium Ltd. | 0.00% | 8 | $545 | No change |
| INDS Pacer Industrial Real Estate | 0.00% | 11 | $442 | No change |
| EVGO Evgo Inc. | 0.00% | 200 | $382 | No change |
| NBIS Nebius Group NV | 0.00% | 1 | $369 | New |
| QGRO American Century US Quality | 0.00% | 3 | $354 | Add +200.0% |
| DKNG Draftkings Inc. Class A | 0.00% | 12 | $303 | No change |
| J Jacobs Solutions Inc. | 0.00% | 2 | $252 | New |
| VELO VELO3D Inc. | 0.00% | 9 | $162 | New |
| SNAP Snap Inc. Class A | 0.00% | 26 | $115 | No change |
| HIMX Himax Technologies Inc.-ADR | 0.00% | 7 | $107 | No change |
| AMC AMC Entertainment HLDS Class A | 0.00% | 53 | $101 | Reduce -68.8% |
| GSEW Goldman Sachs Eql WGHT Large | 0.00% | 1 | $94 | No change |
| ONEW Onewater Marine Inc. Class A | 0.00% | 6 | $68 | No change |
| RDNT Radnet Inc. | 0.00% | 1 | $62 | No change |
| SIRI Sirius XM Holdings Inc. | 0.00% | 2 | $59 | No change |
| GENK Gen Restaurant Group Inc. | 0.00% | 15 | $30 | No change |
| DNUT Krispy Kreme Inc. | 0.00% | 8 | $28 | No change |
| DIV Global X Superdividend Use | 0.00% | 1 | $19 | New |
| BYND Beyond Meat Inc. | 0.00% | 10 | $8 | No change |