| IWF iShares Russell 1000 Growth | 6.45% | 28,720 | $13.6M | Add +3.7% |
| AAPL Apple Inc. | 4.21% | 32,625 | $8.9M | Add +0.2% |
| EFA iShares MSCI Eafe ETF | 4.18% | 91,811 | $8.8M | Add +0.1% |
| IJH iShares Core S&P Midcap ETF | 4.05% | 129,183 | $8.5M | Add +10.1% |
| NVDA Nvidia Corp. | 4.01% | 45,291 | $8.4M | Reduce -3.1% |
| MSFT Microsoft Corp. | 3.09% | 13,467 | $6.5M | Add +1.2% |
| IVV iShares Core S&P 500 ETF | 2.76% | 8,492 | $5.8M | Add +12.4% |
| GOOGL Alphabet Inc. Class A | 2.46% | 16,559 | $5.2M | Reduce -2.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.42% | 26,675 | $5.1M | Add +11.3% |
| IEMG iShares Core MSCI Emerging | 2.40% | 75,278 | $5.1M | Add +1.8% |
| IAU iShares Gold Trust | 1.98% | 51,474 | $4.2M | Reduce -1.6% |
| LLY Eli Lilly & Co. | 1.97% | 3,854 | $4.1M | Add +3.9% |
| IWD iShares Russell 1000 Value E | 1.93% | 19,350 | $4.1M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 1.92% | 17,515 | $4.0M | Add +0.7% |
| IEFA iShares Core MSCI Eafe ETF | 1.80% | 42,482 | $3.8M | Add +105.9% |
| JPM JPMorgan Chase & Co. | 1.62% | 10,601 | $3.4M | Add +0.1% |
| IVW iShares S&P 500 Growth ETF | 1.62% | 27,625 | $3.4M | Add +6.0% |
| V Visa Inc. Class A | 1.20% | 7,214 | $2.5M | Reduce -0.4% |
| BLK BlackRock Inc. | 1.18% | 2,322 | $2.5M | Add +0.7% |
| JNJ Johnson & Johnson | 1.10% | 11,244 | $2.3M | Add +2.7% |
| CVX Chevron Corp. | 0.95% | 13,123 | $2.0M | Add +2.3% |
| AVGO Broadcom Inc. | 0.92% | 5,626 | $1.9M | Add +20.9% |
| META Meta Platforms Inc. Class A | 0.92% | 2,948 | $1.9M | Add +4.3% |
| IJR iShares Core S&P Small-Cap E | 0.89% | 15,687 | $1.9M | Add +2.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.85% | 6,936 | $1.8M | Add +10.0% |
| WMT Walmart Inc. | 0.83% | 15,791 | $1.8M | Add +5.0% |
| ABBV Abbvie Inc. | 0.78% | 7,213 | $1.6M | Add +0.6% |
| CDNS Cadence Design SYS Inc. | 0.77% | 5,178 | $1.6M | Reduce -0.5% |
| PG The Procter & Gamble Co. | 0.75% | 10,997 | $1.6M | Reduce -14.2% |
| MCD McDonald's Corp. | 0.70% | 4,820 | $1.5M | Add +4.2% |
| CMI Cummins Inc. | 0.68% | 2,812 | $1.4M | Reduce -0.3% |
| HD Home Depot Inc. | 0.66% | 4,019 | $1.4M | Reduce -3.9% |
| TSLA Tesla Inc. | 0.64% | 3,016 | $1.4M | Add +20.8% |
| BIV Vanguard Intermediate-Term B | 0.64% | 17,196 | $1.3M | Add +12.3% |
| GOOG Alphabet Inc. Class C | 0.62% | 4,144 | $1.3M | Reduce -0.8% |
| CAT Caterpillar Inc. | 0.61% | 2,260 | $1.3M | Add +1.9% |
| MS Morgan Stanley | 0.59% | 7,044 | $1.3M | Add +2.1% |
| PEP Pepsico Inc. | 0.57% | 8,317 | $1.2M | Reduce -5.2% |
| BND Vanguard Total Bond Market | 0.56% | 15,960 | $1.2M | Add +10.9% |
| SDY SS SPDR S&P Dividend ETF | 0.56% | 8,488 | $1.2M | Reduce -0.4% |
| GD General Dynamics Corp. | 0.55% | 3,421 | $1.2M | Add +0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.53% | 3,786 | $1.1M | Add +30.2% |
| EMR Emerson Electric Co. | 0.53% | 8,372 | $1.1M | Add +12.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.53% | 20,151 | $1.1M | Add +4.1% |
| ORCL Oracle Corp. | 0.52% | 5,602 | $1.1M | Reduce -13.4% |
| MRK Merck & Co. Inc. | 0.51% | 10,202 | $1.1M | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.51% | 2,117 | $1.1M | Add +13.8% |
| RTX RTX Corp. | 0.50% | 5,791 | $1.1M | Add +9.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.50% | 1,547 | $1.1M | Reduce -6.6% |
| MAR Marriott International Class A | 0.49% | 3,347 | $1.0M | No change |
| IWM iShares Russell 2000 ETF | 0.49% | 4,207 | $1.0M | No change |
| VGT Vanguard Info Tech ETF | 0.49% | 1,360 | $1.0M | No change |
| VEA Vanguard Ftse Developed ETF | 0.49% | 16,396 | $1.0M | Add +21.5% |
| SHOP Shopify Inc. Class A | 0.48% | 6,326 | $1.0M | Reduce -0.5% |
| ICE Intercontinental Exchange Inc. | 0.47% | 6,151 | $996K | Add +0.3% |
| WM Waste Management Inc. | 0.47% | 4,494 | $987K | Reduce -5.7% |
| NEE Nextera Energy Inc. | 0.47% | 12,277 | $986K | Add +3.3% |
| PANW Palo Alto Networks Inc. | 0.45% | 5,190 | $956K | Reduce -7.6% |
| LMT Lockheed Martin Corp. | 0.45% | 1,942 | $939K | Add +1.6% |
| HON Honeywell International Inc. | 0.43% | 4,628 | $903K | Reduce -1.3% |
| GS Goldman Sachs Group Inc. | 0.41% | 992 | $872K | Add +3.0% |
| CSCO Cisco Systems Inc. | 0.41% | 11,208 | $863K | Add +7.5% |
| VWO Vanguard Ftse Emerging Marke | 0.39% | 15,422 | $829K | Add +27.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.38% | 1,621 | $791K | Reduce -1.8% |
| VIG Vanguard Dividend Apprec ETF | 0.36% | 3,440 | $756K | No change |
| DE Deere & Co. | 0.36% | 1,614 | $751K | Add +8.0% |
| TMO Thermo Fisher Scientific Inc. | 0.34% | 1,234 | $715K | Add +1.2% |
| AXP American Express Co. | 0.32% | 1,823 | $674K | Add +12.5% |
| ABT Abbott Laboratories | 0.32% | 5,305 | $665K | Reduce -19.6% |
| SO The Southern Co. | 0.31% | 7,603 | $663K | Reduce -5.1% |
| ACWI iShares MSCI Acwi ETF | 0.31% | 4,685 | $663K | Reduce -0.8% |
| UBER Uber Technologies Inc. | 0.31% | 8,078 | $660K | Reduce -4.0% |
| CRM Salesforce Inc. | 0.31% | 2,460 | $652K | Add +16.2% |
| AEP American Electric Power | 0.30% | 5,499 | $634K | Add +4.0% |
| PAYX Paychex Inc. | 0.30% | 5,636 | $632K | Reduce -12.4% |
| EOG EOG Resources Inc. | 0.30% | 5,996 | $630K | Reduce -18.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.29% | 987 | $606K | Reduce -3.4% |
| MCHP Microchip Technology Inc. | 0.29% | 9,482 | $604K | Reduce -3.6% |
| DVY iShares Select Dividend ETF | 0.29% | 4,275 | $603K | Add +46.1% |
| NFLX Netflix Inc. | 0.27% | 6,092 | $571K | Add +528.0% |
| COST Costco Wholesale Corp. | 0.26% | 636 | $548K | Reduce -2.6% |
| TSPA T Rowe Price US Eqy Research | 0.26% | 12,672 | $542K | Add +101.7% |
| ENB Enbridge Inc. | 0.25% | 11,000 | $526K | Add +3.4% |
| GPC Genuine Parts Co. | 0.24% | 4,184 | $514K | Reduce -4.7% |
| SYK Stryker Corp. | 0.24% | 1,434 | $504K | Reduce -30.7% |
| NBHC National Bank Hold Class A | 0.24% | 13,175 | $501K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.23% | 4,323 | $492K | Reduce -21.9% |
| PNC PNC Financial Services Group | 0.23% | 2,355 | $492K | Reduce -16.5% |
| DUK Duke Energy Corp. | 0.23% | 4,149 | $486K | Reduce -12.4% |
| QCOM Qualcomm Inc. | 0.23% | 2,814 | $481K | Add +12.6% |
| USB US Bancorp | 0.23% | 8,993 | $480K | Add +6.4% |
| PRU Prudential Financial Inc. | 0.23% | 4,251 | $480K | Add +3.4% |
| MDT Medtronic PLC | 0.23% | 4,985 | $479K | Add +10.5% |
| CME Cme Group Inc. | 0.22% | 1,729 | $472K | Reduce -1.1% |
| BSV Vanguard Short-Term Bond ETF | 0.22% | 5,835 | $460K | Add +10.3% |
| ETN Eaton Corp. PLC | 0.20% | 1,338 | $426K | Add +1474.1% |
| AMAT Applied Materials Inc. | 0.20% | 1,630 | $419K | Reduce -18.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.19% | 1,408 | $409K | No change |
| ADP Automatic Data Processing | 0.18% | 1,509 | $388K | Add +26.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.18% | 8,925 | $381K | Add +24.0% |
| PFE Pfizer Inc. | 0.18% | 14,817 | $369K | Add +6.8% |
| MO Altria Group Inc. | 0.17% | 6,377 | $368K | Reduce -1.4% |
| VZ Verizon Communications Inc. | 0.17% | 8,953 | $365K | Reduce -7.6% |
| PSA Public Storage | 0.17% | 1,392 | $361K | Reduce -47.0% |
| MRVL Marvell Technology Inc. | 0.16% | 3,904 | $332K | Reduce -27.5% |
| PLTR Palantir Technologies Inc. Class A | 0.16% | 1,862 | $331K | Add +77.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.16% | 3,390 | $328K | No change |
| TXN Texas Instruments Inc. | 0.15% | 1,864 | $323K | Add +1.8% |
| RSP Invesco S&P 500 Equal Weight | 0.15% | 1,653 | $317K | No change |
| MDY State Street SPDR S&P Midcap | 0.15% | 521 | $314K | Reduce -2.1% |
| COIN Coinbase Global Inc. Class A | 0.14% | 1,345 | $304K | No change |
| PLD Prologis Inc. | 0.14% | 2,371 | $303K | Reduce -12.2% |
| JPST JPMorgan Ultra-Short Income | 0.14% | 5,944 | $301K | No change |
| TSCO Tractor Supply Company | 0.14% | 6,008 | $300K | New |
| SBUX Starbucks Corp. | 0.14% | 3,529 | $297K | Add +0.9% |
| INGR Ingredion Inc. | 0.14% | 2,685 | $296K | Reduce -9.6% |
| AMD Advanced Micro Devices | 0.13% | 1,320 | $283K | Add +43.2% |
| SPGI S&P Global Inc. | 0.13% | 535 | $280K | Add +23.0% |
| SPSB SS SPDR P St C Corp. ETF | 0.13% | 9,255 | $280K | Reduce -3.2% |
| PM Philip Morris International | 0.13% | 1,731 | $278K | No change |
| MELI MercadoLibre Inc. | 0.13% | 137 | $276K | Add +1.5% |
| VGSH Vanguard Short-Term Treasury | 0.13% | 4,563 | $268K | Reduce -0.2% |
| GEV GE Vernova Inc. | 0.12% | 395 | $258K | Add +38.1% |
| COP Conocophillips | 0.12% | 2,732 | $256K | Add +15.7% |
| GE General Electric filed as GE AEROSPACE | 0.12% | 806 | $248K | No change |
| XLF SS Financial Select Sector | 0.12% | 4,500 | $246K | Add +12.5% |
| VTIP Vanguard Short-Term Tips | 0.12% | 4,945 | $245K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.11% | 2,083 | $242K | Add +43.9% |
| SYY Sysco Corp. | 0.11% | 3,271 | $241K | Reduce -2.2% |
| XLC SS Comm Select Sector SPDR | 0.11% | 2,023 | $238K | Add +4.4% |
| XLE SS Energy Select Sector | 0.11% | 5,239 | $234K | Add +6.6% |
| IVE iShares S&P 500 Value ETF | 0.11% | 1,102 | $234K | Add +8.4% |
| XOM Exxon Mobil Corp. | 0.11% | 1,940 | $233K | Add +30.1% |
| URI United Rentals Inc. | 0.11% | 280 | $227K | Reduce -40.9% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 0.11% | 11,861 | $226K | Add +22.3% |
| PGR Progressive Corp. | 0.11% | 983 | $224K | Reduce -12.9% |
| KO The Coca-Cola Co. | 0.10% | 3,122 | $218K | Add +18.8% |
| LOW Lowe's Cos Inc. | 0.10% | 903 | $218K | No change |
| SHW The Sherwin-Williams Co. | 0.10% | 647 | $210K | Reduce -3.3% |
| MDLZ Mondelez International Inc. Class A | 0.10% | 3,832 | $206K | Reduce -5.6% |
| NOBL Proshares S&P 500 Dividend A | 0.10% | 1,950 | $203K | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.09% | 1,755 | $200K | No change |
| BA The Boeing Co. | 0.09% | 896 | $195K | Add +5.9% |
| IWS iShares Russell Mid-Cap Valu | 0.09% | 1,355 | $191K | Add +2.6% |
| MU Micron Technology Inc. | 0.09% | 653 | $186K | Add +8.8% |
| CL Colgate-Palmolive Co. | 0.09% | 2,297 | $182K | Add +15.9% |
| HSY The Hershey Co. | 0.09% | 989 | $180K | Add +42.3% |
| CMCSA Comcast Corp. Class A | 0.08% | 5,917 | $177K | Reduce -28.6% |
| IGF iShares Global Infrastructur | 0.08% | 2,853 | $175K | No change |
| VOO Vanguard S&P 500 ETF | 0.08% | 279 | $175K | No change |
| MA Mastercard Inc. Class A | 0.08% | 301 | $172K | Add +2.4% |
| EEM iShares MSCI Emerging Market | 0.08% | 3,127 | $171K | Add +14.3% |
| 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 | $164K | No change |
| ZTS Zoetis Inc. | 0.08% | 1,294 | $163K | Reduce -70.7% |
| GWW WW Grainger Inc. | 0.08% | 161 | $162K | No change |
| AMP Ameriprise Financial Inc. | 0.08% | 330 | $162K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.07% | 510 | $155K | Add +2.0% |
| VT Vanguard Tot World STK ETF | 0.07% | 1,084 | $153K | No change |
| CB Chubb Ltd. | 0.07% | 466 | $145K | Add +40.8% |
| XLV SS Health Care Select Sector | 0.07% | 890 | $138K | No change |
| VHT Vanguard Health Care ETF | 0.06% | 470 | $135K | No change |
| TMUS T-Mobile US Inc. | 0.06% | 659 | $134K | Reduce -40.4% |
| MMM 3M Co. | 0.06% | 821 | $131K | Add +12.5% |
| INTC Intel Corp. | 0.06% | 3,485 | $129K | Add +53.4% |
| FTA First Trust L C Val Alp | 0.06% | 1,485 | $128K | No change |
| BDX Becton Dickinson and Co. | 0.06% | 649 | $126K | Add +28.8% |
| T AT&T Inc. | 0.06% | 5,069 | $126K | Add +11.2% |
| GRMN Garmin Ltd. | 0.06% | 599 | $122K | No change |
| CVS CVS Health Corp. | 0.06% | 1,507 | $120K | Reduce -4.1% |
| RGA Reinsurance Group of America | 0.06% | 580 | $118K | No change |
| IWO iShares Russell 2000 Growth | 0.06% | 360 | $116K | No change |
| UPS United Parcel Service Class B | 0.05% | 1,135 | $113K | Reduce -30.9% |
| MLPA Global X MLP ETF | 0.05% | 2,250 | $109K | No change |
| ITW Illinois Tool Works | 0.05% | 434 | $107K | No change |
| ACN Accenture PLC Class A | 0.05% | 391 | $105K | Reduce -48.9% |
| ANET Arista Networks Inc. | 0.05% | 800 | $105K | Reduce -30.6% |
| UNP Union Pacific Corp. | 0.05% | 441 | $102K | Add +7.3% |
| VNQ Vanguard Real Estate ETF | 0.05% | 1,128 | $100K | Reduce -17.3% |
| SDVY First Trust Smid Cap Rising | 0.05% | 2,560 | $98K | Add +293.9% |
| NOC Northrop Grumman Corp. | 0.05% | 170 | $97K | No change |
| VLO Valero Energy Corp. | 0.05% | 594 | $97K | No change |
| SUB iShares Short-Term National | 0.05% | 903 | $96K | No change |
| XLK SS Technology Select Sector | 0.04% | 650 | $94K | No change |
| DGRW Wisdomtree U.S. Quality Divi | 0.04% | 1,030 | $92K | No change |
| PSX Phillips 66 | 0.04% | 710 | $92K | Add +7.6% |
| AMGN Amgen Inc. | 0.04% | 279 | $91K | Add +5.7% |
| XLI SS Industrial Select Sector | 0.04% | 575 | $89K | Add +35.3% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.04% | 3,927 | $87K | No change |
| IBDU iShares Ibonds Dec 2029 Term | 0.04% | 3,682 | $86K | No change |
| IBDT iShares Ibonds Dec 2028 ETF | 0.04% | 3,374 | $86K | No change |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.04% | 3,525 | $86K | No change |
| IBDR iShares Ibonds Dec 2026 Term | 0.04% | 3,515 | $85K | No change |
| ELV Elevance Health Inc. | 0.04% | 241 | $84K | No change |
| WMB Williams Cos Inc. | 0.04% | 1,396 | $84K | Add +108.0% |
| VGIT Vanguard Intermediate-Term T | 0.04% | 1,396 | $84K | Reduce -10.7% |
| CINF Cincinnati Financial Corp. | 0.04% | 500 | $82K | Reduce -28.6% |
| UNH Unitedhealth Group Inc. | 0.04% | 246 | $81K | Reduce -50.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.04% | 526 | $81K | Reduce -32.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.04% | 240 | $80K | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.04% | 820 | $80K | Add +25.2% |
| MET Metlife Inc. | 0.04% | 1,004 | $79K | No change |
| TIP iShares Tips Bond ETF | 0.04% | 717 | $79K | Reduce -14.9% |
| MBIN Merchants Bancorp | 0.04% | 2,257 | $77K | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.04% | 1,127 | $77K | Add +44.1% |
| AXON Axon Enterprise Inc. | 0.04% | 133 | $76K | No change |
| COF Capital One Financial Corp. | 0.04% | 309 | $75K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.04% | 267 | $75K | No change |
| MPC Marathon Petroleum Corp. | 0.04% | 455 | $74K | No change |
| LRCX Lam Research Corp. | 0.03% | 428 | $73K | Add +12.6% |
| ROK Rockwell Automation Inc. | 0.03% | 183 | $71K | Add +7.0% |
| BMY Bristol-Myers Squibb Co. | 0.03% | 1,305 | $70K | Add +25.5% |
| XHLF Bondbloxx BBG 6 MTH US Treas | 0.03% | 1,400 | $70K | No change |
| SGOV iShares 0-3 Month Treasury B | 0.03% | 700 | $70K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.03% | 378 | $67K | No change |
| WEC WEC Energy Group Inc. | 0.03% | 632 | $67K | No change |
| WFC Wells Fargo & Co. | 0.03% | 705 | $66K | Add +39.6% |
| NUE Nucor Corp. | 0.03% | 400 | $65K | No change |
| D Dominion Energy Inc. | 0.03% | 1,092 | $64K | No change |
| INFL Horizon Kinetics Infl Benef | 0.03% | 1,433 | $64K | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.03% | 1,645 | $62K | Reduce -34.1% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.03% | 2,835 | $62K | No change |
| IBTK iShares Ibonds Dec 2030 Trea | 0.03% | 3,134 | $62K | No change |
| IBTI iShares Ibonds Dec 2028 Term | 0.03% | 2,773 | $62K | No change |
| IBTH iShares Ibonds Dec 2027 Term | 0.03% | 2,747 | $62K | No change |
| BR Broadridge Financial Solutio | 0.03% | 275 | $61K | Add +50.3% |
| IBTG iShares Ibonds Dec 2026 Term | 0.03% | 2,679 | $61K | No change |
| USFR Wisdomtree Floating Rate Tre | 0.03% | 1,198 | $60K | No change |
| MSCI MSCI Inc. | 0.03% | 103 | $59K | Reduce -36.4% |
| OSK Oshkosh Corp. | 0.03% | 458 | $58K | No change |
| NEM Newmont Corp. | 0.03% | 575 | $57K | Add +130.0% |
| TD Toronto-Dominion Bank | 0.03% | 605 | $57K | No change |
| XLB SS Materials Select Sector | 0.03% | 1,230 | $56K | No change |
| STX Seagate Technology Holdings | 0.03% | 200 | $55K | No change |
| PFF iShares Preferred & Income S | 0.03% | 1,773 | $55K | Add +1.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.03% | 117 | $55K | Add +9.3% |
| PULS Pgim Ultra Short Bond ETF | 0.03% | 1,079 | $54K | No change |
| HEI.A Heico Corp. Class A | 0.03% | 211 | $53K | Add +9.3% |
| ADBE Adobe Inc. | 0.03% | 152 | $53K | Reduce -29.0% |
| RSG Republic Services Inc. | 0.02% | 240 | $51K | No change |
| XLY SS Consumer Disc Select Sect | 0.02% | 425 | $51K | Add +41.7% |
| PWR Quanta Services Inc. | 0.02% | 117 | $49K | No change |
| EVRG Evergy Inc. | 0.02% | 677 | $49K | Add +35.9% |
| CSGP Costar Group Inc. | 0.02% | 729 | $49K | Add +12.5% |
| LIN Linde PLC | 0.02% | 114 | $49K | Add +15.2% |
| NWBI Northwest Bancshares Inc. | 0.02% | 4,000 | $48K | No change |
| PHO Invesco Water Resources ETF | 0.02% | 680 | $48K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.02% | 225 | $48K | No change |
| CTAS Cintas Corp. | 0.02% | 253 | $48K | Add +7.2% |
| C Citigroup Inc. | 0.02% | 403 | $47K | Add +235.8% |
| CCI Crown Castle Inc. | 0.02% | 520 | $46K | Reduce -27.1% |
| MANH Manhattan Associates Inc. | 0.02% | 265 | $46K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.02% | 152 | $46K | No change |
| AMT American Tower Corp. | 0.02% | 251 | $44K | No change |
| CI The Cigna Group | 0.02% | 160 | $44K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.02% | 215 | $43K | Add +38.7% |
| LFUS Littelfuse Inc. | 0.02% | 171 | $43K | No change |
| EA Electronic Arts Inc. | 0.02% | 208 | $43K | No change |
| MDB Mongodb Inc. | 0.02% | 100 | $42K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.02% | 520 | $41K | Reduce -2.6% |
| KMB Kimberly-Clark Corp. | 0.02% | 388 | $39K | No change |
| COWZ Pacer US Cash Cows 100 ETF | 0.02% | 650 | $39K | No change |
| DOW Dow Inc. | 0.02% | 1,669 | $39K | Reduce -32.4% |
| NTRA Natera Inc. | 0.02% | 163 | $37K | Add +103.8% |
| VUSB Vanguard Ultra Short Bond Et | 0.02% | 744 | $37K | No change |
| GLD SPDR Gold Shares | 0.02% | 92 | $36K | Add +15.0% |
| ADI Analog Devices Inc. | 0.02% | 134 | $36K | Add +21.8% |
| BOTZ Global X Robotics & Artifici | 0.02% | 1,000 | $36K | No change |
| JOBY Joby Aviation Inc. | 0.02% | 2,730 | $36K | No change |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.02% | 578 | $35K | New |
| WAT Waters Corp. | 0.02% | 92 | $35K | No change |
| MCO Moody's Corp. | 0.02% | 68 | $35K | Reduce -65.1% |
| CHD Church & Dwight Co. Inc. | 0.02% | 409 | $34K | No change |
| RIVN Rivian Automotive Inc. Class A | 0.02% | 1,736 | $34K | Reduce -3.3% |
| NSC Norfolk Southern Corp. | 0.02% | 117 | $34K | No change |
| LPLA LPL Financial Holdings Inc. | 0.02% | 93 | $33K | Add +14.8% |
| CASY Casey's General Stores Inc. | 0.02% | 60 | $33K | No change |
| OC Owens Corning | 0.02% | 294 | $33K | No change |
| GEHC GE Healthcare Technology | 0.02% | 400 | $33K | No change |
| IWN iShares Russell 2000 Value E | 0.02% | 180 | $33K | No change |
| IYH iShares U.S. Healthcare ETF | 0.02% | 500 | $33K | No change |
| ARKK ARK Innovation ETF | 0.02% | 423 | $33K | No change |
| CEG Constellation Energy | 0.02% | 91 | $32K | Add +9.6% |
| NVS Novartis AG-Sponsored ADR | 0.02% | 231 | $32K | Add +425.0% |
| KEY Keycorp | 0.01% | 1,532 | $32K | Reduce -11.6% |
| TDG Transdigm Group Inc. | 0.01% | 23 | $31K | Reduce -23.3% |
| PYPL PayPal Holdings Inc. | 0.01% | 517 | $30K | Add +13.6% |
| SOLS Solstice Adv Materials Inc. | 0.01% | 620 | $30K | Reduce -47.1% |
| TGT Target Corp. | 0.01% | 296 | $29K | No change |
| UAL United Airlines Holdings Inc. | 0.01% | 255 | $29K | No change |
| VIK Viking Holdings Ltd. | 0.01% | 399 | $28K | New |
| CTVA Corteva Inc. | 0.01% | 425 | $28K | New |
| J Jacobs Solutions Inc. | 0.01% | 215 | $28K | Reduce -35.6% |
| TWLO Twilio Inc. Class A | 0.01% | 200 | $28K | No change |
| CBRE CBRE Group Inc. Class A | 0.01% | 176 | $28K | Reduce -26.4% |
| APO Apollo Global Management Inc. | 0.01% | 192 | $28K | Add +32.4% |
| JEPI JPMorgan Equity Premium Inco | 0.01% | 483 | $28K | No change |
| TRMB Trimble Inc. | 0.01% | 350 | $27K | New |
| GNRC Generac Holdings Inc. | 0.01% | 200 | $27K | No change |
| OKTA Okta Inc. | 0.01% | 315 | $27K | No change |
| CAH Cardinal Health Inc. | 0.01% | 130 | $27K | New |
| LHX L3HARRIS Technologies Inc. | 0.01% | 91 | $27K | No change |
| HLT Hilton Worldwide Holdings Inc. | 0.01% | 93 | $27K | Reduce -52.1% |
| OEF iShares S&P 100 ETF | 0.01% | 77 | $26K | New |
| NKE Nike Inc. Class B | 0.01% | 413 | $26K | No change |
| FFIV F5 Inc. | 0.01% | 100 | $26K | New |
| NOW ServiceNow Inc. | 0.01% | 165 | $25K | Add +26.9% |
| XLP SS Consumer Staples Sel Sect | 0.01% | 325 | $25K | New |
| FOUR SHIFT4 Payments Inc. Class A | 0.01% | 400 | $25K | No change |
| CHRW C.H. Robinson Worldwide Inc. | 0.01% | 156 | $25K | New |
| APD Air Products & Chemicals Inc. | 0.01% | 98 | $24K | Reduce -58.6% |
| NTES Netease Inc.-ADR | 0.01% | 175 | $24K | No change |
| AFL Aflac Inc. | 0.01% | 218 | $24K | No change |
| JCI Johnson Controls Internation | 0.01% | 200 | $24K | No change |
| NTRS Northern Trust Corp. | 0.01% | 175 | $24K | New |
| EFV iShares MSCI Eafe Value ETF | 0.01% | 332 | $24K | New |
| RCL Royal Caribbean Cruises Ltd. | 0.01% | 85 | $24K | No change |
| ACHR Archer Aviation Inc. Class A | 0.01% | 3,136 | $24K | No change |
| KNSL Kinsale Capital Group Inc. | 0.01% | 60 | $23K | No change |
| BE Bloom Energy Corp. Class A | 0.01% | 265 | $23K | New |
| CSX CSX Corp. | 0.01% | 632 | $23K | Add +15.8% |
| XYZ Block Inc. | 0.01% | 350 | $23K | No change |
| GWRE Guidewire Software Inc. | 0.01% | 113 | $23K | No change |
| EPAC Enerpac Tool Group Corp. | 0.01% | 589 | $23K | No change |
| ITOT iShares Core S&P Total U.S. | 0.01% | 151 | $22K | No change |
| FCX Freeport-McMoran Inc. | 0.01% | 442 | $22K | Reduce -9.2% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.01% | 200 | $22K | No change |
| STLD Steel Dynamics Inc. | 0.01% | 130 | $22K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 1,641 | $22K | No change |
| MCK McKesson Corp. | 0.01% | 26 | $21K | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.01% | 81 | $21K | No change |
| RBLX Roblox Corp. Class A | 0.01% | 256 | $21K | Add +141.5% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.01% | 460 | $20K | No change |
| EXC Exelon Corp. | 0.01% | 468 | $20K | Add +87.2% |
| AZO AutoZone Inc. | 0.01% | 6 | $20K | Reduce -70.0% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.01% | 226 | $20K | New |
| HUBS HubSpot Inc. | 0.01% | 50 | $20K | No change |
| BUG Global X Cybersecurity ETF | 0.01% | 650 | $20K | No change |
| HOOD Robinhood Markets Inc. Class A | 0.01% | 175 | $20K | Reduce -59.1% |
| EFX Equifax Inc. | 0.01% | 90 | $20K | Add +4.7% |
| MNST Monster Beverage Corp. | 0.01% | 253 | $19K | Reduce -8.3% |
| MKL Markel Group Inc. | 0.01% | 9 | $19K | No change |
| BP BP PLC-Spons ADR | 0.01% | 550 | $19K | New |
| VCIT Vanguard Int-Term Corporate | 0.01% | 221 | $19K | No change |
| ONB Old National Bancorp | 0.01% | 804 | $18K | No change |
| MNA Nylim Merger Arbtrage ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 0.01% | 500 | $18K | No change |
| NDAQ Nasdaq Inc. | 0.01% | 180 | $17K | No change |
| HWM Howmet Aerospace Inc. | 0.01% | 85 | $17K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.01% | 16 | $17K | Add +23.1% |
| XSW SS SPDR S&P Soft & Serv ETF | 0.01% | 90 | $17K | No change |
| Q Qnity Electronics Inc. | 0.01% | 206 | $17K | Add +119.2% |
| DD Dupont DE Nemours Inc. | 0.01% | 413 | $17K | Add +119.7% |
| FDS Factset Research Systems Inc. | 0.01% | 57 | $17K | Reduce -52.9% |
| VRNS Varonis Systems Inc. | 0.01% | 501 | $16K | No change |
| ISRG Intuitive Surgical Inc. | 0.01% | 29 | $16K | New |
| CLX Clorox Company | 0.01% | 162 | $16K | Add +134.8% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.01% | 237 | $16K | New |
| KMI Kinder Morgan Inc. | 0.01% | 575 | $16K | No change |
| OKE Oneok Inc. | 0.01% | 215 | $16K | No change |
| LKFN Lakeland Financial Corp. | 0.01% | 275 | $16K | No change |
| SPOT Spotify Technology SA | 0.01% | 27 | $16K | Reduce -10.0% |
| FXL First Trust Technology Alpha | 0.01% | 93 | $16K | No change |
| TTEK Tetra Tech Inc. | 0.01% | 463 | $16K | Reduce -21.7% |
| GIS General Mills Inc. | 0.01% | 331 | $15K | No change |
| ZBRA Zebra Technologies Corp. Class A | 0.01% | 62 | $15K | Add +24.0% |
| ED Consolidated Edison Inc. | 0.01% | 150 | $15K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.01% | 75 | $15K | New |
| TRGP Targa Resources Corp. | 0.01% | 80 | $15K | No change |
| THRO iShares U.S. Thematic Rotati | 0.01% | 379 | $15K | New |
| MTUM iShares MSCI USA Momentum Fa | 0.01% | 58 | $15K | New |
| ZBH Zimmer Biomet Holdings Inc. | 0.01% | 161 | $14K | No change |
| BAI Ishrs AI in and Tech Act ETF | 0.01% | 432 | $14K | New |
| RKLB Rocket Lab Corp. | 0.01% | 200 | $14K | New |
| XRX Xerox Holdings Corp. | 0.01% | 5,807 | $14K | No change |
| ADSK Autodesk Inc. | 0.01% | 46 | $14K | New |
| BKR Baker Hughes Co. | 0.01% | 296 | $13K | Add +17.5% |
| DVN Devon Energy Corp. | 0.01% | 355 | $13K | No change |
| ES Eversource Energy | 0.01% | 187 | $13K | No change |
| SCHW Schwab (charles) Corp. | 0.01% | 122 | $12K | New |
| HAWX iShares Cur HDG MSCI Acwi-X | 0.01% | 307 | $12K | No change |
| ROST Ross Stores Inc. | 0.01% | 65 | $12K | No change |
| PJT PJT Partners Inc. Class A | 0.01% | 70 | $12K | No change |
| PPL PPL Corp. | 0.01% | 322 | $11K | No change |
| VSS Vanguard Ftse All Wo X-US SC | 0.01% | 78 | $11K | No change |
| NCLH Norwegian Cruise Line Holdin | 0.01% | 500 | $11K | No change |
| INSM Insmed Inc. | 0.01% | 62 | $11K | New |
| TECB iShares US Tech Breakthrough | 0.01% | 173 | $11K | No change |
| CRSP Crispr Therapeutics AG | 0.01% | 200 | $10K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.00% | 108 | $10K | No change |
| NXST Nexstar Media Group Inc. | 0.00% | 51 | $10K | New |
| VRSK Verisk Analytics Inc. | 0.00% | 46 | $10K | New |
| AZN Astrazeneca PLC-Spons ADR | 0.00% | 111 | $10K | Add +38.8% |
| KEYS Keysight Technologies Inc. | 0.00% | 50 | $10K | No change |
| SLB SLB Ltd. filed as SLB LIMITED | 0.00% | 262 | $10K | Add +201.2% |
| XTWO Bondbloxx BBG 2Y US TSY ETF | 0.00% | 202 | $10K | No change |
| SHEL Shell PLC-ADR | 0.00% | 136 | $10K | No change |
| KLAC KLA Corp. | 0.00% | 8 | $10K | New |
| ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS | 0.00% | 1,000 | $10K | No change |
| VEEV Veeva Systems Inc. Class A | 0.00% | 42 | $9K | New |
| ITA iShares U.S. Aerospace & Def | 0.00% | 42 | $9K | New |
| FISV Fiserv Inc. | 0.00% | 131 | $9K | New |
| DOV Dover Corp. | 0.00% | 45 | $9K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.00% | 187 | $9K | No change |
| BSX Boston Scientific Corp. | 0.00% | 91 | $9K | New |
| WDAY Workday Inc. Class A | 0.00% | 40 | $9K | New |
| DLR Digital Realty Trust Inc. | 0.00% | 55 | $9K | No change |
| AGG iShares Core U.S. Aggregate | 0.00% | 84 | $8K | No change |
| CPRT Copart Inc. | 0.00% | 214 | $8K | Reduce -82.3% |
| PATH Uipath Inc. Class A | 0.00% | 502 | $8K | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.00% | 160 | $8K | No change |
| WINA Winmark Corp. | 0.00% | 20 | $8K | No change |
| BOND PIMCO Active Bond Exchange-T | 0.00% | 86 | $8K | No change |
| GNMA iShares Gnma Bond ETF | 0.00% | 175 | $8K | No change |
| GNTX Gentex Corp. | 0.00% | 324 | $8K | New |
| SNPS Synopsys Inc. | 0.00% | 16 | $8K | New |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.00% | 41 | $7K | No change |
| CMDY iShares Bloomberg Roll Selec | 0.00% | 150 | $7K | No change |
| BBAI Bigbear.ai Holdings Inc. | 0.00% | 1,335 | $7K | New |
| VKTX Viking Therapeutics Inc. | 0.00% | 200 | $7K | New |
| ETH Grayscale Ethereum Staking M | 0.00% | 250 | $7K | No change |
| ILMN Illumina Inc. | 0.00% | 53 | $7K | New |
| OII Oceaneering Intl Inc. | 0.00% | 284 | $7K | New |
| UPST Upstart Holdings Inc. | 0.00% | 156 | $7K | New |
| STLA Stellantis NV | 0.00% | 560 | $7K | No change |
| SYM Symbotic Inc. | 0.00% | 112 | $7K | New |
| INTU Intuit Inc. | 0.00% | 10 | $7K | New |
| AI C3.AI Inc. Class A | 0.00% | 489 | $7K | New |
| DRI Darden Restaurants Inc. | 0.00% | 35 | $6K | No change |
| APPN Appian Corp. Class A | 0.00% | 176 | $6K | Reduce -47.6% |
| PEGA Pegasystems Inc. | 0.00% | 104 | $6K | New |
| NOK Nokia Corp.-Spon ADR | 0.00% | 950 | $6K | No change |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.00% | 162 | $6K | No change |
| APP AppLovin Corp. Class A | 0.00% | 9 | $6K | New |
| DT Dynatrace Inc. | 0.00% | 138 | $6K | New |
| IP International Paper Co. | 0.00% | 151 | $6K | No change |
| MGM MGM Resorts International | 0.00% | 160 | $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 |
| LUV Southwest Airlines Co. | 0.00% | 138 | $6K | No change |
| URA Global X Uranium ETF | 0.00% | 130 | $6K | No change |
| GHC Graham Holdings Co. Class B | 0.00% | 5 | $5K | New |
| ALL Allstate Corp. | 0.00% | 26 | $5K | No change |
| HAS Hasbro Inc. | 0.00% | 66 | $5K | No change |
| CCC CCC Intelligent Solutions Ho | 0.00% | 674 | $5K | New |
| BIDU Baidu Inc. - Spon ADR | 0.00% | 41 | $5K | New |
| BKNG Booking Holdings Inc. | 0.00% | 1 | $5K | Reduce -66.7% |
| NET Cloudflare Inc. Class A | 0.00% | 27 | $5K | New |
| NXPI NXP Semiconductors NV | 0.00% | 24 | $5K | New |
| SERV Serve Robotics Inc. | 0.00% | 490 | $5K | New |
| TRP TC Energy Corp. | 0.00% | 92 | $5K | No change |
| CLOA iShares Aaa Clo Act ETF-Usdi | 0.00% | 97 | $5K | No change |
| ODFL Old Dominion Freight Line | 0.00% | 32 | $5K | New |
| CAAA First Trust Aaa CMBS ETF-Usd | 0.00% | 244 | $5K | No change |
| BINC iShares Flex I A ETF-Usd Inc. | 0.00% | 94 | $5K | No change |
| GILD Gilead Sciences Inc. | 0.00% | 40 | $5K | New |
| FND Floor & Decor Holdings Inc. Class A | 0.00% | 79 | $5K | Reduce -88.4% |
| S Sentinelone Inc. Class A | 0.00% | 316 | $5K | New |
| BAX Baxter International Inc. | 0.00% | 245 | $5K | No change |
| NICE Nice Ltd. - Spon ADR | 0.00% | 41 | $5K | New |
| JBTM JBT Marel Corp. | 0.00% | 30 | $5K | New |
| DGX Quest Diagnostics Inc. | 0.00% | 26 | $5K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.00% | 14 | $4K | No change |
| BHP BHP Group Ltd.-Spon ADR | 0.00% | 70 | $4K | No change |
| TRUP Trupanion Inc. | 0.00% | 110 | $4K | No change |
| BBUS JPMorgan Betabuilders US Equ | 0.00% | 33 | $4K | No change |
| UBS UBS Group AG-Reg | 0.00% | 100 | $4K | No change |
| BTI British American Tob-SP ADR | 0.00% | 71 | $4K | No change |
| VXF Vanguard Extended Market ETF | 0.00% | 19 | $4K | No change |
| INOD Innodata Inc. | 0.00% | 76 | $4K | New |
| REGN Regeneron Pharmaceuticals | 0.00% | 5 | $4K | New |
| ATS Ats Corp. | 0.00% | 137 | $4K | New |
| FTNT Fortinet Inc. | 0.00% | 47 | $4K | New |
| VRTX Vertex Pharmaceuticals Inc. | 0.00% | 8 | $4K | New |
| TER Teradyne Inc. | 0.00% | 18 | $3K | New |
| HBAN Huntington Bancshares Inc. | 0.00% | 200 | $3K | No change |
| CGNX Cognex Corp. | 0.00% | 96 | $3K | New |
| XTWY Bondbloxx BBG 20Y US TSY ETF | 0.00% | 88 | $3K | No change |
| RXRX Recursion Pharmaceuticals-A | 0.00% | 766 | $3K | New |
| PRLB Proto Labs Inc. | 0.00% | 59 | $3K | New |
| PCAR Paccar Inc. | 0.00% | 26 | $3K | New |
| CARR Carrier Global Corp. | 0.00% | 50 | $3K | New |
| ORLY O'reilly Automotive Inc. | 0.00% | 28 | $3K | New |
| SOLV Solventum Corp. | 0.00% | 32 | $3K | New |
| PDD PDD Holdings Inc. | 0.00% | 22 | $2K | New |
| HPQ HP Inc. | 0.00% | 110 | $2K | Add +37.5% |
| MSTR Strategy Inc. | 0.00% | 16 | $2K | New |
| AMBA Ambarella Inc. | 0.00% | 33 | $2K | New |
| ALAB Astera Labs Inc. | 0.00% | 14 | $2K | New |
| ABNB Airbnb Inc. Class A | 0.00% | 17 | $2K | New |
| KDP Keurig Dr Pepper Inc. | 0.00% | 82 | $2K | New |
| TEAM Atlassian Corp. Class A | 0.00% | 14 | $2K | New |
| AMTM Amentum Holdings Inc. | 0.00% | 78 | $2K | Reduce -36.1% |
| FANG Diamondback Energy Inc. | 0.00% | 15 | $2K | New |
| ROP Roper Technologies Inc. | 0.00% | 5 | $2K | New |
| FAST Fastenal Co. | 0.00% | 49 | $2K | New |
| HPE Hewlett Packard Enterprise | 0.00% | 80 | $2K | No change |
| KTOS Kratos Defense & Security | 0.00% | 25 | $2K | New |
| ARM Arm Holdings PLC-ADR | 0.00% | 17 | $2K | Add +325.0% |
| SOUN Soundhound AI Inc. Class A | 0.00% | 182 | $2K | New |
| DASH DoorDash Inc. Class A | 0.00% | 8 | $2K | New |
| KHC The Kraft Heinz Co. | 0.00% | 70 | $2K | No change |
| CHTR Charter Communications Inc. Class A | 0.00% | 8 | $2K | New |
| BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F | 0.00% | 19 | $1K | No change |
| TEM Tempus AI Inc. Class A | 0.00% | 23 | $1K | New |
| MBLY Mobileye Global Inc. Class A | 0.00% | 130 | $1K | New |
| TAN Invesco Solar ETF | 0.00% | 25 | $1K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.00% | 7 | $1K | New |
| HOG Harley-Davidson Inc. | 0.00% | 40 | $820 | No change |
| CRWV Coreweave Inc. Class A | 0.00% | 10 | $716 | New |
| DJT Trump Media & Technology Gro | 0.00% | 48 | $636 | No change |
| WOOF Petco Health and Wellness Co. | 0.00% | 200 | $562 | No change |
| DGRO iShares Core Dividend Growth | 0.00% | 8 | $555 | No change |
| DAL Delta Air Lines Inc. | 0.00% | 7 | $486 | No change |
| LCID Lucid Group Inc. | 0.00% | 46 | $486 | No change |
| APH Amphenol Corp. Class A | 0.00% | 3 | $405 | No change |
| KR Kroger Co. | 0.00% | 5 | $312 | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.00% | 3 | $241 | No change |
| LNC Lincoln National Corp. | 0.00% | 5 | $223 | No change |
| XPEV Xpeng Inc. - ADR | 0.00% | 5 | $101 | No change |