| IWF iShares Russell 1000 Growth | 6.49% | 27,695 | $13.0M | Add +8.3% |
| NVDA Nvidia Corp. | 4.37% | 46,756 | $8.7M | Reduce -1.5% |
| EFA iShares MSCI Eafe ETF | 4.29% | 91,726 | $8.6M | Reduce -2.3% |
| AAPL Apple Inc. | 4.15% | 32,569 | $8.3M | Add +1.0% |
| IJH iShares Core S&P Midcap ETF | 3.83% | 117,327 | $7.7M | Add +7.2% |
| MSFT Microsoft Corp. | 3.45% | 13,313 | $6.9M | Add +0.3% |
| IVV iShares Core S&P 500 ETF | 2.53% | 7,552 | $5.1M | Reduce -1.3% |
| IEMG iShares Core MSCI Emerging | 2.44% | 73,982 | $4.9M | Add +10.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.24% | 23,960 | $4.5M | Add +19.6% |
| GOOGL Alphabet Inc. Class A | 2.06% | 16,955 | $4.1M | Reduce -0.2% |
| IWD iShares Russell 1000 Value E | 1.98% | 19,468 | $4.0M | Add +0.0% |
| AMZN Amazon.com Inc. | 1.91% | 17,391 | $3.8M | Reduce -0.6% |
| IAU iShares Gold Trust | 1.91% | 52,313 | $3.8M | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 1.67% | 10,587 | $3.3M | Add +5.0% |
| IVW iShares S&P 500 Growth ETF | 1.58% | 26,063 | $3.1M | Add +2.7% |
| LLY Eli Lilly & Co. | 1.42% | 3,709 | $2.8M | Add +48.6% |
| BLK BlackRock Inc. | 1.35% | 2,306 | $2.7M | Add +4.8% |
| V Visa Inc. Class A | 1.24% | 7,245 | $2.5M | Reduce -2.6% |
| META Meta Platforms Inc. Class A | 1.04% | 2,827 | $2.1M | Add +2.8% |
| JNJ Johnson & Johnson | 1.02% | 10,945 | $2.0M | Add +9.9% |
| CVX Chevron Corp. | 1.00% | 12,832 | $2.0M | Add +5.5% |
| PG The Procter & Gamble Co. | 0.99% | 12,812 | $2.0M | Add +5.7% |
| CDNS Cadence Design SYS Inc. | 0.92% | 5,206 | $1.8M | Reduce -1.4% |
| ORCL Oracle Corp. | 0.91% | 6,466 | $1.8M | Add +17.6% |
| IJR iShares Core S&P Small-Cap E | 0.91% | 15,288 | $1.8M | Add +5.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.90% | 20,632 | $1.8M | Add +9.8% |
| HD Home Depot Inc. | 0.85% | 4,180 | $1.7M | Add +17.5% |
| ABBV Abbvie Inc. | 0.83% | 7,169 | $1.7M | Add +5.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.80% | 6,306 | $1.6M | Add +11.0% |
| WMT Walmart Inc. | 0.78% | 15,045 | $1.6M | Add +0.3% |
| AVGO Broadcom Inc. | 0.77% | 4,653 | $1.5M | Add +59.2% |
| MCD McDonald's Corp. | 0.70% | 4,628 | $1.4M | Add +18.7% |
| PEP Pepsico Inc. | 0.62% | 8,771 | $1.2M | Reduce -13.1% |
| BIV Vanguard Intermediate-Term B | 0.60% | 15,309 | $1.2M | Add +34.4% |
| SDY SS SPDR S&P Dividend ETF | 0.60% | 8,523 | $1.2M | Add +0.8% |
| CMI Cummins Inc. | 0.60% | 2,821 | $1.2M | Add +2.0% |
| GD General Dynamics Corp. | 0.58% | 3,417 | $1.2M | Add +1.2% |
| PANW Palo Alto Networks Inc. | 0.57% | 5,619 | $1.1M | Add +28.9% |
| TSLA Tesla Inc. | 0.56% | 2,497 | $1.1M | Add +1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.55% | 1,656 | $1.1M | No change |
| MS Morgan Stanley | 0.55% | 6,898 | $1.1M | Reduce -0.3% |
| BND Vanguard Total Bond Market | 0.54% | 14,393 | $1.1M | Add +38.4% |
| CAT Caterpillar Inc. | 0.53% | 2,218 | $1.1M | Add +9.6% |
| WM Waste Management Inc. | 0.53% | 4,763 | $1.1M | Add +9.0% |
| ICE Intercontinental Exchange Inc. | 0.52% | 6,135 | $1.0M | Reduce -0.1% |
| IWM iShares Russell 2000 ETF | 0.51% | 4,207 | $1.0M | Reduce -0.5% |
| GOOG Alphabet Inc. Class C | 0.51% | 4,177 | $1.0M | Reduce -2.3% |
| VGT Vanguard Info Tech ETF | 0.51% | 1,360 | $1.0M | Add +4.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.50% | 19,358 | $999K | Add +1.6% |
| HON Honeywell International Inc. | 0.49% | 4,689 | $987K | Add +11.4% |
| EMR Emerson Electric Co. | 0.49% | 7,463 | $979K | Add +17.6% |
| LMT Lockheed Martin Corp. | 0.48% | 1,911 | $954K | Add +7.9% |
| SHOP Shopify Inc. Class A | 0.47% | 6,360 | $945K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.47% | 1,860 | $935K | Add +56.0% |
| NEE Nextera Energy Inc. | 0.45% | 11,885 | $897K | Add +1.1% |
| RTX RTX Corp. | 0.45% | 5,315 | $889K | Add +14.6% |
| ABT Abbott Laboratories | 0.44% | 6,600 | $884K | Add +120.4% |
| MAR Marriott International Class A | 0.44% | 3,347 | $872K | Add +8.5% |
| MRK Merck & Co. Inc. | 0.43% | 10,154 | $852K | Add +7.9% |
| UBER Uber Technologies Inc. | 0.41% | 8,416 | $825K | Reduce -2.1% |
| EOG EOG Resources Inc. | 0.41% | 7,327 | $822K | Add +1.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.41% | 2,907 | $820K | Add +500.6% |
| PAYX Paychex Inc. | 0.41% | 6,437 | $816K | Add +11.7% |
| VEA Vanguard Ftse Developed ETF | 0.40% | 13,493 | $809K | Add +35.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.40% | 1,651 | $792K | No change |
| GS Goldman Sachs Group Inc. | 0.38% | 963 | $767K | Add +15.5% |
| SYK Stryker Corp. | 0.38% | 2,070 | $765K | Add +2.8% |
| SO The Southern Co. | 0.38% | 8,011 | $759K | Add +12.8% |
| PSA Public Storage | 0.38% | 2,627 | $759K | Reduce -8.2% |
| VIG Vanguard Dividend Apprec ETF | 0.37% | 3,440 | $742K | No change |
| CSCO Cisco Systems Inc. | 0.36% | 10,425 | $713K | Add +16.4% |
| DE Deere & Co. | 0.34% | 1,494 | $683K | Add +1.0% |
| VWO Vanguard Ftse Emerging Marke | 0.33% | 12,132 | $657K | Add +48.5% |
| ACWI iShares MSCI Acwi ETF | 0.33% | 4,725 | $653K | Reduce -2.3% |
| ZTS Zoetis Inc. | 0.32% | 4,415 | $646K | Add +0.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.32% | 5,537 | $634K | Add +31.4% |
| MCHP Microchip Technology Inc. | 0.32% | 9,836 | $632K | Add +11.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.31% | 1,022 | $614K | Add +0.3% |
| GPC Genuine Parts Co. | 0.30% | 4,390 | $608K | Add +12.3% |
| COST Costco Wholesale Corp. | 0.30% | 653 | $604K | Reduce -1.5% |
| AEP American Electric Power | 0.30% | 5,285 | $595K | Add +11.6% |
| TMO Thermo Fisher Scientific Inc. | 0.30% | 1,219 | $591K | Add +32.8% |
| DUK Duke Energy Corp. | 0.29% | 4,737 | $586K | Add +12.5% |
| PNC PNC Financial Services Group | 0.28% | 2,820 | $567K | Add +0.7% |
| AXP American Express Co. | 0.27% | 1,621 | $538K | Add +75.0% |
| ENB Enbridge Inc. | 0.27% | 10,638 | $537K | Add +9.7% |
| NBHC National Bank Hold Class A | 0.25% | 13,175 | $509K | No change |
| CRM Salesforce Inc. | 0.25% | 2,117 | $502K | Add +245.9% |
| CME Cme Group Inc. | 0.24% | 1,749 | $473K | Add +14.2% |
| COIN Coinbase Global Inc. Class A | 0.23% | 1,345 | $454K | No change |
| MRVL Marvell Technology Inc. | 0.23% | 5,385 | $453K | Add +18.9% |
| URI United Rentals Inc. | 0.23% | 474 | $453K | Add +323.2% |
| MDT Medtronic PLC | 0.22% | 4,511 | $430K | Add +17.5% |
| MO Altria Group Inc. | 0.21% | 6,466 | $427K | Add +7.1% |
| PRU Prudential Financial Inc. | 0.21% | 4,112 | $427K | Add +16.2% |
| VZ Verizon Communications Inc. | 0.21% | 9,687 | $426K | Add +15.1% |
| BSV Vanguard Short-Term Bond ETF | 0.21% | 5,292 | $418K | Add +32.2% |
| QCOM Qualcomm Inc. | 0.21% | 2,499 | $416K | Add +6.7% |
| DVY iShares Select Dividend ETF | 0.21% | 2,925 | $416K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.21% | 1,408 | $414K | No change |
| AMAT Applied Materials Inc. | 0.20% | 2,000 | $409K | Reduce -53.6% |
| USB US Bancorp | 0.20% | 8,450 | $408K | Add +12.3% |
| INGR Ingredion Inc. | 0.18% | 2,969 | $363K | Add +21.9% |
| PFE Pfizer Inc. | 0.18% | 13,867 | $353K | Add +17.4% |
| ADP Automatic Data Processing | 0.18% | 1,193 | $350K | Add +69.7% |
| TXN Texas Instruments Inc. | 0.17% | 1,832 | $337K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.16% | 3,390 | $325K | No change |
| MDY State Street SPDR S&P Midcap | 0.16% | 532 | $317K | Reduce -1.7% |
| MELI MercadoLibre Inc. | 0.16% | 135 | $315K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.16% | 3,600 | $314K | Reduce -7.0% |
| RSP Invesco S&P 500 Equal Weight | 0.16% | 1,653 | $314K | No change |
| PLD Prologis Inc. | 0.15% | 2,701 | $309K | Add +2.2% |
| JPST JPMorgan Ultra-Short Income | 0.15% | 5,944 | $302K | Reduce -2.1% |
| SBUX Starbucks Corp. | 0.15% | 3,496 | $296K | Add +3.3% |
| SPSB SS SPDR P St C Corp. ETF | 0.14% | 9,558 | $290K | Reduce -1.0% |
| PM Philip Morris International | 0.14% | 1,731 | $281K | No change |
| PGR Progressive Corp. | 0.14% | 1,129 | $279K | Add +14.8% |
| SYY Sysco Corp. | 0.14% | 3,346 | $276K | Add +15.0% |
| VGSH Vanguard Short-Term Treasury | 0.13% | 4,574 | $269K | Add +2.1% |
| TMUS T-Mobile US Inc. | 0.13% | 1,105 | $265K | New |
| TSPA T Rowe Price US Eqy Research | 0.13% | 6,284 | $263K | New |
| CMCSA Comcast Corp. Class A | 0.13% | 8,285 | $260K | Reduce -13.6% |
| MDLZ Mondelez International Inc. Class A | 0.13% | 4,061 | $254K | Reduce -4.7% |
| VTIP Vanguard Short-Term Tips | 0.13% | 4,945 | $250K | Reduce -1.6% |
| GE General Electric filed as GE AEROSPACE | 0.12% | 806 | $242K | Reduce -23.4% |
| SHW The Sherwin-Williams Co. | 0.12% | 669 | $232K | Add +194.7% |
| XLC SS Comm Select Sector SPDR | 0.11% | 1,937 | $229K | No change |
| LOW Lowe's Cos Inc. | 0.11% | 903 | $227K | No change |
| COP Conocophillips | 0.11% | 2,362 | $223K | Add +31.1% |
| XLE SS Energy Select Sector | 0.11% | 2,457 | $220K | Reduce -49.7% |
| XLF SS Financial Select Sector | 0.11% | 4,000 | $215K | No change |
| SPGI S&P Global Inc. | 0.11% | 435 | $212K | Add +295.4% |
| IVE iShares S&P 500 Value ETF | 0.11% | 1,017 | $210K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.10% | 1,950 | $201K | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.10% | 1,755 | $200K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.10% | 1,050 | $192K | No change |
| ACN Accenture PLC Class A | 0.09% | 765 | $189K | Reduce -76.2% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 0.09% | 9,700 | $186K | Reduce -4.0% |
| IWS iShares Russell Mid-Cap Valu | 0.09% | 1,320 | $184K | No change |
| BA The Boeing Co. | 0.09% | 846 | $183K | Add +10.9% |
| GEV GE Vernova Inc. | 0.09% | 286 | $176K | Add +15.3% |
| IGF iShares Global Infrastructur | 0.09% | 2,853 | $174K | No change |
| KO The Coca-Cola Co. | 0.09% | 2,627 | $174K | Add +58.1% |
| UNH Unitedhealth Group Inc. | 0.09% | 499 | $172K | Reduce -82.9% |
| VOO Vanguard S&P 500 ETF | 0.09% | 279 | $171K | No change |
| XOM Exxon Mobil Corp. | 0.08% | 1,491 | $168K | Add +43.6% |
| ANET Arista Networks Inc. | 0.08% | 1,152 | $168K | Reduce -14.8% |
| MA Mastercard Inc. Class A | 0.08% | 294 | $167K | Add +4.6% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.08% | 3,259 | $166K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.08% | 1,985 | $165K | No change |
| AMP Ameriprise Financial Inc. | 0.08% | 330 | $162K | No change |
| CL Colgate-Palmolive Co. | 0.08% | 1,982 | $158K | Add +65.6% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.08% | 1,448 | $158K | Add +1603.5% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.08% | 161 | $153K | No change |
| VT Vanguard Tot World STK ETF | 0.07% | 1,084 | $149K | No change |
| AMD Advanced Micro Devices | 0.07% | 922 | $149K | Add +27.7% |
| GRMN Garmin Ltd. | 0.07% | 599 | $147K | No change |
| EEM iShares MSCI Emerging Market | 0.07% | 2,737 | $146K | Add +13.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.07% | 500 | $140K | Add +7.5% |
| UPS United Parcel Service Class B | 0.07% | 1,643 | $137K | Reduce -41.4% |
| HSY The Hershey Co. | 0.07% | 695 | $130K | Add +396.4% |
| T AT&T Inc. | 0.06% | 4,559 | $129K | Add +12.5% |
| VNQ Vanguard Real Estate ETF | 0.06% | 1,364 | $125K | No change |
| XLV SS Health Care Select Sector | 0.06% | 890 | $124K | Reduce -25.2% |
| FTA First Trust L C Val Alp | 0.06% | 1,485 | $124K | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.06% | 2,495 | $122K | No change |
| VHT Vanguard Health Care ETF | 0.06% | 470 | $122K | No change |
| CVS CVS Health Corp. | 0.06% | 1,572 | $119K | Reduce -29.1% |
| NFLX Netflix Inc. | 0.06% | 97 | $116K | Reduce -9.3% |
| IWO iShares Russell 2000 Growth | 0.06% | 360 | $115K | No change |
| MMM 3M Co. | 0.06% | 730 | $113K | Add +16.8% |
| ITW Illinois Tool Works | 0.06% | 434 | $113K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.06% | 774 | $112K | Add +33.7% |
| RGA Reinsurance Group of America | 0.06% | 580 | $111K | No change |
| CINF Cincinnati Financial Corp. | 0.06% | 700 | $111K | No change |
| MLPA Global X MLP ETF | 0.05% | 2,250 | $109K | No change |
| NOC Northrop Grumman Corp. | 0.05% | 170 | $104K | No change |
| VLO Valero Energy Corp. | 0.05% | 594 | $101K | No change |
| MU Micron Technology Inc. | 0.05% | 600 | $100K | No change |
| UNP Union Pacific Corp. | 0.05% | 411 | $97K | Add +17.1% |
| SUB iShares Short-Term National | 0.05% | 903 | $96K | No change |
| AXON Axon Enterprise Inc. | 0.05% | 133 | $95K | No change |
| BDX Becton Dickinson and Co. | 0.05% | 504 | $94K | Add +144.7% |
| VGIT Vanguard Intermediate-Term T | 0.05% | 1,563 | $94K | Reduce -4.3% |
| TIP iShares Tips Bond ETF | 0.05% | 843 | $94K | Reduce -5.5% |
| CB Chubb Ltd. | 0.05% | 331 | $93K | No change |
| MCO Moody's Corp. | 0.05% | 195 | $93K | Reduce -2.0% |
| MSCI MSCI Inc. | 0.05% | 162 | $92K | Add +36.1% |
| DGRW Wisdomtree U.S. Quality Divi | 0.05% | 1,030 | $92K | No change |
| XLK SS Technology Select Sector | 0.05% | 325 | $92K | No change |
| IBDQ iShares Ibonds Dec 2025 Term | 0.05% | 3,628 | $91K | No change |
| PSX Phillips 66 | 0.04% | 660 | $90K | No change |
| MPC Marathon Petroleum Corp. | 0.04% | 455 | $88K | No change |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.04% | 3,927 | $87K | Reduce -12.4% |
| IBDU iShares Ibonds Dec 2029 Term | 0.04% | 3,682 | $86K | Reduce -12.4% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.04% | 3,374 | $86K | Reduce -12.4% |
| AZO AutoZone Inc. | 0.04% | 20 | $86K | Add +122.2% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.04% | 3,525 | $86K | Reduce -12.4% |
| IBDR iShares Ibonds Dec 2026 Term | 0.04% | 3,515 | $85K | Reduce -12.4% |
| MET Metlife Inc. | 0.04% | 1,004 | $83K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.04% | 240 | $79K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.04% | 267 | $78K | No change |
| ELV Elevance Health Inc. | 0.04% | 241 | $78K | No change |
| INTC Intel Corp. | 0.04% | 2,272 | $76K | Add +368.4% |
| ADBE Adobe Inc. | 0.04% | 214 | $75K | Reduce -90.8% |
| AMGN Amgen Inc. | 0.04% | 264 | $75K | No change |
| WEC WEC Energy Group Inc. | 0.04% | 632 | $72K | No change |
| MBIN Merchants Bancorp | 0.04% | 2,257 | $72K | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.04% | 655 | $71K | Add +139.1% |
| XHLF Bondbloxx BBG 6 MTH US Treas | 0.04% | 1,400 | $71K | No change |
| SGOV iShares 0-3 Month Treasury B | 0.04% | 700 | $70K | No change |
| CCI Crown Castle Inc. | 0.03% | 713 | $69K | Add +22.1% |
| IBTF iShares Ibonds Dec 2025 Term | 0.03% | 2,891 | $68K | No change |
| D Dominion Energy Inc. | 0.03% | 1,092 | $67K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.03% | 378 | $66K | No change |
| COF Capital One Financial Corp. | 0.03% | 309 | $66K | No change |
| XLI SS Industrial Select Sector | 0.03% | 425 | $66K | No change |
| APD Air Products & Chemicals Inc. | 0.03% | 237 | $65K | No change |
| INFL Horizon Kinetics Infl Benef | 0.03% | 1,433 | $64K | No change |
| IBTK iShares Ibonds Dec 2030 Trea | 0.03% | 3,134 | $62K | Reduce -16.3% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.03% | 2,835 | $62K | Reduce -16.3% |
| IBTI iShares Ibonds Dec 2028 Term | 0.03% | 2,773 | $62K | Reduce -16.3% |
| IBTH iShares Ibonds Dec 2027 Term | 0.03% | 2,747 | $62K | Reduce -16.3% |
| IBTG iShares Ibonds Dec 2026 Term | 0.03% | 2,679 | $61K | Reduce -16.3% |
| HOOD Robinhood Markets Inc. Class A | 0.03% | 428 | $61K | Add +4180.0% |
| USFR Wisdomtree Floating Rate Tre | 0.03% | 1,198 | $60K | No change |
| ROK Rockwell Automation Inc. | 0.03% | 171 | $60K | Add +6.2% |
| OSK Oshkosh Corp. | 0.03% | 458 | $59K | No change |
| DOW Dow Inc. | 0.03% | 2,469 | $57K | Reduce -7.9% |
| PFF iShares Preferred & Income S | 0.03% | 1,747 | $55K | Add +15.7% |
| XLB SS Materials Select Sector | 0.03% | 615 | $55K | Reduce -24.5% |
| RSG Republic Services Inc. | 0.03% | 240 | $55K | No change |
| CSGP Costar Group Inc. | 0.03% | 648 | $55K | New |
| CPRT Copart Inc. | 0.03% | 1,211 | $54K | Add +64.8% |
| MANH Manhattan Associates Inc. | 0.03% | 265 | $54K | No change |
| NUE Nucor Corp. | 0.03% | 400 | $54K | No change |
| PULS Pgim Ultra Short Bond ETF | 0.03% | 1,079 | $54K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.03% | 107 | $52K | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.03% | 782 | $52K | Add +137.0% |
| LRCX Lam Research Corp. | 0.03% | 380 | $51K | No change |
| HLT Hilton Worldwide Holdings Inc. | 0.03% | 194 | $50K | Add +51.6% |
| J Jacobs Solutions Inc. | 0.03% | 334 | $50K | Reduce -62.6% |
| FND Floor & Decor Holdings Inc. Class A | 0.03% | 679 | $50K | Add +37.7% |
| NWBI Northwest Bancshares Inc. | 0.02% | 4,000 | $50K | No change |
| HEI.A Heico Corp. Class A | 0.02% | 193 | $49K | Add +0.5% |
| PHO Invesco Water Resources ETF | 0.02% | 680 | $49K | No change |
| PWR Quanta Services Inc. | 0.02% | 117 | $48K | No change |
| CTAS Cintas Corp. | 0.02% | 236 | $48K | No change |
| TD Toronto-Dominion Bank | 0.02% | 605 | $48K | No change |
| SLGN Silgan Holdings Inc. | 0.02% | 1,124 | $48K | No change |
| AMT American Tower Corp. | 0.02% | 251 | $48K | No change |
| KMB Kimberly-Clark Corp. | 0.02% | 388 | $48K | Reduce -3.5% |
| STX Seagate Technology Holdings | 0.02% | 200 | $47K | No change |
| LIN Linde PLC | 0.02% | 99 | $47K | Reduce -20.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.02% | 225 | $47K | No change |
| BMY Bristol-Myers Squibb Co. | 0.02% | 1,040 | $47K | Add +352.2% |
| CI The Cigna Group | 0.02% | 160 | $46K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.02% | 152 | $45K | No change |
| LFUS Littelfuse Inc. | 0.02% | 171 | $44K | No change |
| JOBY Joby Aviation Inc. | 0.02% | 2,730 | $44K | Add +21.3% |
| BR Broadridge Financial Solutio | 0.02% | 183 | $44K | Add +50.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.02% | 534 | $43K | No change |
| WMB Williams Cos Inc. | 0.02% | 671 | $43K | No change |
| WFC Wells Fargo & Co. | 0.02% | 505 | $42K | No change |
| EA Electronic Arts Inc. | 0.02% | 208 | $42K | No change |
| OC Owens Corning | 0.02% | 294 | $42K | No change |
| TKO Tko Group Holdings Inc. | 0.02% | 199 | $40K | Reduce -26.8% |
| TDG Transdigm Group Inc. | 0.02% | 30 | $40K | Add +25.0% |
| VST Vistra Corp. | 0.02% | 197 | $39K | New |
| EVRG Evergy Inc. | 0.02% | 498 | $38K | No change |
| CBRE CBRE Group Inc. Class A | 0.02% | 239 | $38K | New |
| COWZ Pacer US Cash Cows 100 ETF | 0.02% | 650 | $37K | No change |
| VUSB Vanguard Ultra Short Bond Et | 0.02% | 744 | $37K | No change |
| ARKK ARK Innovation ETF | 0.02% | 423 | $37K | No change |
| XLY SS Consumer Disc Select Sect | 0.02% | 150 | $36K | No change |
| CHD Church & Dwight Co. Inc. | 0.02% | 409 | $36K | No change |
| BOTZ Global X Robotics & Artifici | 0.02% | 1,000 | $35K | No change |
| NSC Norfolk Southern Corp. | 0.02% | 117 | $35K | No change |
| FDS Factset Research Systems Inc. | 0.02% | 121 | $35K | Add +24.7% |
| CASY Casey's General Stores Inc. | 0.02% | 60 | $34K | No change |
| GNRC Generac Holdings Inc. | 0.02% | 200 | $33K | No change |
| KEY Keycorp | 0.02% | 1,732 | $32K | No change |
| IWN iShares Russell 2000 Value E | 0.02% | 180 | $32K | No change |
| ETN Eaton Corp. PLC | 0.02% | 85 | $32K | No change |
| MDB Mongodb Inc. | 0.02% | 100 | $31K | No change |
| FOUR SHIFT4 Payments Inc. Class A | 0.02% | 400 | $31K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.02% | 155 | $31K | Add +342.9% |
| PYPL PayPal Holdings Inc. | 0.02% | 455 | $31K | No change |
| ACHR Archer Aviation Inc. Class A | 0.01% | 3,136 | $30K | Add +45.9% |
| GEHC GE Healthcare Technology | 0.01% | 400 | $30K | Reduce -1.0% |
| IYH iShares U.S. Healthcare ETF | 0.01% | 500 | $29K | No change |
| OKTA Okta Inc. | 0.01% | 315 | $29K | No change |
| NKE Nike Inc. Class B | 0.01% | 413 | $29K | No change |
| VRNS Varonis Systems Inc. | 0.01% | 501 | $29K | No change |
| GLD SPDR Gold Shares | 0.01% | 80 | $28K | Add +33.3% |
| IWV iShares Russell 3000 ETF | 0.01% | 75 | $28K | No change |
| LHX L3HARRIS Technologies Inc. | 0.01% | 91 | $28K | No change |
| WAT Waters Corp. | 0.01% | 92 | $28K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.01% | 483 | $28K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.01% | 85 | $28K | No change |
| CEG Constellation Energy | 0.01% | 83 | $27K | No change |
| ADI Analog Devices Inc. | 0.01% | 110 | $27K | No change |
| LPLA LPL Financial Holdings Inc. | 0.01% | 81 | $27K | Add +37.3% |
| NTES Netease Inc.-ADR | 0.01% | 175 | $27K | No change |
| TGT Target Corp. | 0.01% | 296 | $27K | Reduce -14.4% |
| RIVN Rivian Automotive Inc. Class A | 0.01% | 1,796 | $26K | No change |
| GWRE Guidewire Software Inc. | 0.01% | 113 | $26K | No change |
| KNSL Kinsale Capital Group Inc. | 0.01% | 60 | $26K | No change |
| XYZ Block Inc. | 0.01% | 350 | $25K | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.01% | 81 | $25K | No change |
| SDVY First Trust Smid Cap Rising | 0.01% | 650 | $25K | New |
| UAL United Airlines Holdings Inc. | 0.01% | 255 | $25K | No change |
| AFL Aflac Inc. | 0.01% | 218 | $24K | No change |
| EPAC Enerpac Tool Group Corp. | 0.01% | 589 | $24K | No change |
| NOW ServiceNow Inc. | 0.01% | 26 | $24K | No change |
| HUBS HubSpot Inc. | 0.01% | 50 | $23K | No change |
| BUG Global X Cybersecurity ETF | 0.01% | 650 | $23K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.01% | 200 | $22K | Reduce -55.2% |
| EFX Equifax Inc. | 0.01% | 86 | $22K | Add +72.0% |
| ITOT iShares Core S&P Total U.S. | 0.01% | 151 | $22K | No change |
| JCI Johnson Controls Internation | 0.01% | 200 | $22K | No change |
| XRX Xerox Holdings Corp. | 0.01% | 5,807 | $22K | No change |
| NEM Newmont Corp. | 0.01% | 250 | $21K | No change |
| SPOT Spotify Technology SA | 0.01% | 30 | $21K | Reduce -54.5% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.01% | 460 | $20K | No change |
| MCK McKesson Corp. | 0.01% | 26 | $20K | No change |
| TWLO Twilio Inc. Class A | 0.01% | 200 | $20K | No change |
| TTEK Tetra Tech Inc. | 0.01% | 591 | $20K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 1,641 | $20K | Reduce -15.5% |
| CSX CSX Corp. | 0.01% | 546 | $19K | No change |
| APO Apollo Global Management Inc. | 0.01% | 145 | $19K | Add +88.3% |
| FCX Freeport-McMoran Inc. | 0.01% | 487 | $19K | No change |
| VCIT Vanguard Int-Term Corporate | 0.01% | 221 | $19K | No change |
| MNST Monster Beverage Corp. | 0.01% | 276 | $19K | Add +16.5% |
| VMBS Vanguard Mortgage-Backed Sec | 0.01% | 390 | $18K | No change |
| MRSH Marsh & McLennan Cos | 0.01% | 90 | $18K | No change |
| STLD Steel Dynamics Inc. | 0.01% | 130 | $18K | No change |
| MNA Nylim Merger Arbtrage ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 0.01% | 500 | $18K | No change |
| XSW SS SPDR S&P Soft & Serv ETF | 0.01% | 90 | $18K | No change |
| LKFN Lakeland Financial Corp. | 0.01% | 275 | $18K | No change |
| ONB Old National Bancorp | 0.01% | 804 | $18K | Reduce -73.2% |
| MKL Markel Group Inc. | 0.01% | 9 | $17K | No change |
| GIS General Mills Inc. | 0.01% | 331 | $17K | Reduce -37.7% |
| HWM Howmet Aerospace Inc. | 0.01% | 85 | $17K | No change |
| KMI Kinder Morgan Inc. | 0.01% | 575 | $16K | No change |
| BKNG Booking Holdings Inc. | 0.01% | 3 | $16K | New |
| NDAQ Nasdaq Inc. | 0.01% | 180 | $16K | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.01% | 161 | $16K | No change |
| OKE Oneok Inc. | 0.01% | 215 | $16K | No change |
| EQIX Equinix Inc. | 0.01% | 20 | $16K | Reduce -41.2% |
| FXL First Trust Technology Alpha | 0.01% | 93 | $16K | No change |
| TXRH Texas Roadhouse Inc. | 0.01% | 91 | $15K | New |
| ED Consolidated Edison Inc. | 0.01% | 150 | $15K | No change |
| ZBRA Zebra Technologies Corp. Class A | 0.01% | 50 | $15K | No change |
| RBLX Roblox Corp. Class A | 0.01% | 106 | $15K | New |
| DD Dupont DE Nemours Inc. | 0.01% | 188 | $15K | No change |
| TRGP Targa Resources Corp. | 0.01% | 80 | $13K | No change |
| ES Eversource Energy | 0.01% | 187 | $13K | No change |
| CRSP Crispr Therapeutics AG | 0.01% | 200 | $13K | No change |
| NTRA Natera Inc. | 0.01% | 80 | $13K | Reduce -16.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.01% | 13 | $13K | No change |
| DVN Devon Energy Corp. | 0.01% | 355 | $12K | No change |
| PJT PJT Partners Inc. Class A | 0.01% | 70 | $12K | No change |
| NCLH Norwegian Cruise Line Holdin | 0.01% | 500 | $12K | No change |
| BKR Baker Hughes Co. | 0.01% | 252 | $12K | New |
| C Citigroup Inc. | 0.01% | 120 | $12K | No change |
| PPL PPL Corp. | 0.01% | 322 | $12K | No change |
| HAWX iShares Cur HDG MSCI Acwi-X | 0.01% | 307 | $12K | Add +32.9% |
| EXC Exelon Corp. | 0.01% | 250 | $11K | No change |
| VSS Vanguard Ftse All Wo X-US SC | 0.01% | 78 | $11K | No change |
| K Kellanova | 0.01% | 135 | $11K | No change |
| SFM Sprouts Farmers Market Inc. | 0.01% | 100 | $11K | No change |
| TECB iShares US Tech Breakthrough | 0.01% | 173 | $10K | New |
| IWR iShares Russell Mid-Cap ETF | 0.01% | 108 | $10K | No change |
| APPN Appian Corp. Class A | 0.01% | 336 | $10K | No change |
| XTWO Bondbloxx BBG 2Y US TSY ETF | 0.01% | 202 | $10K | New |
| WINA Winmark Corp. | 0.01% | 20 | $10K | No change |
| ROST Ross Stores Inc. | 0.01% | 65 | $10K | No change |
| ETH Grayscale Ethereum Staking M | 0.00% | 250 | $10K | New |
| SHEL Shell PLC-ADR | 0.00% | 136 | $10K | No change |
| DLR Digital Realty Trust Inc. | 0.00% | 55 | $10K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.00% | 160 | $9K | No change |
| KEYS Keysight Technologies Inc. | 0.00% | 50 | $9K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.00% | 187 | $9K | No change |
| CLX Clorox Company | 0.00% | 69 | $9K | No change |
| AGG iShares Core U.S. Aggregate | 0.00% | 84 | $8K | No change |
| ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS | 0.00% | 1,000 | $8K | No change |
| BOND PIMCO Active Bond Exchange-T | 0.00% | 86 | $8K | No change |
| CMDY iShares Bloomberg Roll Selec | 0.00% | 150 | $8K | No change |
| GNMA iShares Gnma Bond ETF | 0.00% | 175 | $8K | No change |
| DOV Dover Corp. | 0.00% | 45 | $8K | No change |
| VFC VF Corp. | 0.00% | 490 | $7K | No change |
| IP International Paper Co. | 0.00% | 151 | $7K | No change |
| DRI Darden Restaurants Inc. | 0.00% | 35 | $7K | No change |
| URA Global X Uranium ETF | 0.00% | 130 | $6K | New |
| AZN Astrazeneca PLC-Spons ADR | 0.00% | 80 | $6K | No change |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.00% | 41 | $6K | No change |
| IBDX iShares Ibonds Dec 2032 TC | 0.00% | 226 | $6K | No change |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.00% | 272 | $6K | No change |
| IBTL iShares Ibonds Dec 2031 Term | 0.00% | 280 | $6K | No change |
| IBTM iShares Ibnds Dec 2032 TT | 0.00% | 249 | $6K | No change |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.00% | 162 | $6K | No change |
| NVS Novartis AG-Sponsored ADR | 0.00% | 44 | $6K | No change |
| ALL Allstate Corp. | 0.00% | 26 | $6K | No change |
| BAX Baxter International Inc. | 0.00% | 245 | $6K | No change |
| MGM MGM Resorts International | 0.00% | 160 | $6K | No change |
| STLA Stellantis NV | 0.00% | 560 | $5K | No change |
| CLOA iShares Aaa Clo Act ETF-Usdi | 0.00% | 97 | $5K | New |
| HAS Hasbro Inc. | 0.00% | 66 | $5K | Reduce -60.2% |
| TRP TC Energy Corp. | 0.00% | 92 | $5K | No change |
| BINC iShares Flex I A ETF-Usd Inc. | 0.00% | 94 | $5K | New |
| CAAA First Trust Aaa CMBS ETF-Usd | 0.00% | 244 | $5K | New |
| DGX Quest Diagnostics Inc. | 0.00% | 26 | $5K | No change |
| TRUP Trupanion Inc. | 0.00% | 110 | $5K | No change |
| NOK Nokia Corp.-Spon ADR | 0.00% | 950 | $5K | No change |
| LUV Southwest Airlines Co. | 0.00% | 138 | $4K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.00% | 14 | $4K | No change |
| UBS UBS Group AG-Reg | 0.00% | 100 | $4K | No change |
| BBUS JPMorgan Betabuilders US Equ | 0.00% | 33 | $4K | No change |
| VXF Vanguard Extended Market ETF | 0.00% | 19 | $4K | No change |
| BHP BHP Group Ltd.-Spon ADR | 0.00% | 70 | $4K | No change |
| BTI British American Tob-SP ADR | 0.00% | 71 | $4K | No change |
| BKLN Invesco Senior Loan ETF | 0.00% | 179 | $4K | No change |
| ZS Zscaler Inc. | 0.00% | 12 | $4K | No change |
| HBAN Huntington Bancshares Inc. | 0.00% | 200 | $3K | No change |
| XTWY Bondbloxx BBG 20Y US TSY ETF | 0.00% | 88 | $3K | New |
| CMG Chipotle Mexican Grill Inc. | 0.00% | 81 | $3K | Reduce -78.0% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.00% | 87 | $3K | No change |
| AMTM Amentum Holdings Inc. | 0.00% | 122 | $3K | Reduce -60.8% |
| SNOW Snowflake Inc. | 0.00% | 12 | $3K | No change |
| HPQ HP Inc. | 0.00% | 80 | $2K | New |
| HPE Hewlett Packard Enterprise | 0.00% | 80 | $2K | New |
| KHC The Kraft Heinz Co. | 0.00% | 70 | $2K | No change |
| BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F | 0.00% | 19 | $1K | No change |
| HOG Harley-Davidson Inc. | 0.00% | 40 | $1K | No change |
| LCID Lucid Group Inc. | 0.00% | 46 | $1K | No change |
| TAN Invesco Solar ETF | 0.00% | 25 | $1K | No change |
| DJT Trump Media & Technology Gro | 0.00% | 48 | $788 | No change |
| WOOF Petco Health and Wellness Co. | 0.00% | 200 | $774 | No change |
| ARM Arm Holdings PLC-ADR | 0.00% | 4 | $566 | New |
| DGRO iShares Core Dividend Growth | 0.00% | 8 | $545 | No change |
| DAL Delta Air Lines Inc. | 0.00% | 7 | $397 | No change |
| APH Amphenol Corp. Class A | 0.00% | 3 | $371 | No change |
| KR Kroger Co. | 0.00% | 5 | $337 | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.00% | 3 | $235 | No change |
| LNC Lincoln National Corp. | 0.00% | 5 | $202 | No change |
| XPEV Xpeng Inc. - ADR | 0.00% | 5 | $117 | No change |