| CLIP Global X 1-3 Month T-Bill | 5.20% | 389,253 | $39.0M | Add +38.3% |
| AAPL Apple Inc. | 3.82% | 115,719 | $28.7M | Add +10.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.90% | 32,892 | $21.8M | Reduce -4.0% |
| NVDA Nvidia Corp. | 2.59% | 107,890 | $19.4M | Add +11.4% |
| QQQ Invesco QQQ Trust Series 1 | 2.58% | 32,384 | $19.4M | Add +2.5% |
| MSFT Microsoft Corp. | 2.20% | 32,220 | $16.5M | Reduce -1.9% |
| TSLA Tesla Inc. | 2.07% | 36,129 | $15.5M | Add +9.8% |
| PG The Procter & Gamble Co. | 1.65% | 83,081 | $12.4M | Add +0.8% |
| JPM JPMorgan Chase & Co. | 1.50% | 37,205 | $11.2M | Add +7.3% |
| AMZN Amazon.com Inc. | 1.39% | 48,254 | $10.4M | Add +12.0% |
| META Meta Platforms Inc. Class A | 1.26% | 13,327 | $9.4M | Add +20.3% |
| IEFA iShares Core MSCI Eafe ETF | 1.18% | 101,323 | $8.8M | Add +14.9% |
| AVGO Broadcom Inc. | 1.14% | 24,900 | $8.6M | Add +9.2% |
| XOM Exxon Mobil Corp. | 1.10% | 73,637 | $8.3M | Add +1.9% |
| AGG iShares Core U.S. Aggregate | 1.07% | 79,423 | $8.0M | Add +15.4% |
| IBB iShares Biotechnology ETF | 1.06% | 52,833 | $8.0M | New |
| GOOGL Alphabet Inc. Class A | 1.03% | 31,608 | $7.8M | Add +8.8% |
| IWM iShares Russell 2000 ETF | 0.83% | 25,059 | $6.2M | New |
| XLY SS Consumer Disc Select Sect | 0.78% | 24,983 | $5.9M | New |
| RRC Range Resources Corp. | 0.77% | 159,275 | $5.8M | Reduce -0.0% |
| IJH iShares Core S&P Midcap ETF | 0.71% | 81,542 | $5.3M | Reduce -4.3% |
| WMT Walmart Inc. | 0.71% | 49,518 | $5.3M | Add +6.9% |
| JNJ Johnson & Johnson | 0.70% | 27,656 | $5.3M | Add +8.1% |
| ITOT iShares Core S&P Total U.S. | 0.68% | 35,086 | $5.1M | Add +3.4% |
| HD Home Depot Inc. | 0.59% | 11,458 | $4.4M | Add +5.9% |
| AON Aon PLC Class A | 0.58% | 12,142 | $4.4M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 0.56% | 5,180 | $4.2M | Add +13.3% |
| XYZ Block Inc. | 0.56% | 55,045 | $4.2M | Reduce -4.6% |
| CVX Chevron Corp. | 0.55% | 27,013 | $4.1M | Add +4.4% |
| PLTR Palantir Technologies Inc. Class A | 0.55% | 22,802 | $4.1M | Add +1.1% |
| CLSE Convergence Long/Short Eqy | 0.54% | 159,634 | $4.1M | Reduce -11.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.52% | 8,276 | $3.9M | Add +7.3% |
| MA Mastercard Inc. Class A | 0.52% | 6,900 | $3.9M | Reduce -1.3% |
| ABBV Abbvie Inc. | 0.52% | 16,892 | $3.9M | Reduce -9.3% |
| XLK SS Technology Select Sector | 0.51% | 13,732 | $3.9M | Reduce -46.2% |
| VMBS Vanguard Mortgage-Backed Sec | 0.51% | 80,506 | $3.8M | Add +32.3% |
| CAT Caterpillar Inc. | 0.50% | 7,084 | $3.7M | Add +0.8% |
| ZM Zoom Communications Inc. | 0.48% | 45,198 | $3.6M | Add +0.6% |
| RSST Return Stacked US SM FTR ETF | 0.48% | 131,795 | $3.6M | Add +6.9% |
| MO Altria Group Inc. | 0.47% | 54,082 | $3.5M | Reduce -11.0% |
| VOO Vanguard S&P 500 ETF | 0.46% | 5,728 | $3.5M | Add +124.4% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.46% | 8,640 | $3.4M | Add +72.9% |
| ORCL Oracle Corp. | 0.46% | 11,533 | $3.4M | Add +9.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.46% | 6,956 | $3.4M | Add +3.1% |
| DFEM Dimensional Emrg MRKT Core | 0.46% | 107,572 | $3.4M | Add +1.7% |
| NFLX Netflix Inc. | 0.46% | 2,812 | $3.4M | Add +41.0% |
| SPIB SS SPDR P Int C Corp. ETF | 0.44% | 98,039 | $3.3M | Add +12.3% |
| RSG Republic Services Inc. | 0.44% | 14,797 | $3.3M | Add +424.0% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.44% | 99,598 | $3.3M | Add +18.8% |
| RSSB RTRN Stack GLBL STK & BD ETF | 0.43% | 114,862 | $3.3M | Add +2.0% |
| GOOG Alphabet Inc. Class C | 0.43% | 13,039 | $3.2M | Add +3.9% |
| FVRR Fiverr International Ltd. | 0.41% | 135,551 | $3.1M | Add +5.4% |
| MCK McKesson Corp. | 0.41% | 3,928 | $3.1M | Add +463.6% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.40% | 33,080 | $3.0M | Add +17.4% |
| GBIL Goldman Sachs Access Treasur | 0.40% | 29,741 | $3.0M | Add +22.5% |
| ISRG Intuitive Surgical Inc. | 0.39% | 6,740 | $2.9M | Reduce -1.1% |
| RSSY Return Stacked US S&F YD ETF | 0.39% | 145,284 | $2.9M | Reduce -3.1% |
| VGSH Vanguard Short-Term Treasury | 0.39% | 49,214 | $2.9M | Add +6.1% |
| AME Ametek Inc. | 0.37% | 15,131 | $2.8M | New |
| COR Cencora Inc. | 0.37% | 8,786 | $2.8M | New |
| MRSH Marsh & McLennan Cos | 0.37% | 13,427 | $2.8M | Reduce -3.5% |
| V Visa Inc. Class A | 0.37% | 7,934 | $2.8M | Reduce -47.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.36% | 8,345 | $2.7M | Add +9.7% |
| AIZ Assurant Inc. | 0.36% | 12,212 | $2.7M | Reduce -4.9% |
| ALL Allstate Corp. | 0.36% | 12,917 | $2.7M | Reduce -0.3% |
| CSCO Cisco Systems Inc. | 0.36% | 39,176 | $2.7M | Reduce -17.4% |
| BSJQ Invesco Bulletshares 2026 HY | 0.35% | 112,405 | $2.6M | New |
| MSCI MSCI Inc. | 0.35% | 4,732 | $2.6M | Reduce -2.5% |
| Z Zillow Group Inc. Class C | 0.34% | 35,767 | $2.6M | Reduce -0.3% |
| GLD SPDR Gold Shares | 0.34% | 6,770 | $2.6M | Reduce -2.6% |
| SPGI S&P Global Inc. | 0.34% | 5,247 | $2.6M | Reduce -5.4% |
| SYY Sysco Corp. | 0.33% | 31,153 | $2.5M | New |
| DFAX Dimensional World Ex US Core | 0.33% | 79,852 | $2.5M | Reduce -1.2% |
| LIN Linde PLC | 0.32% | 5,297 | $2.4M | New |
| TAP Molson Coors Beverage Co. Class B | 0.32% | 50,838 | $2.4M | Reduce -1.4% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.31% | 75,775 | $2.4M | Reduce -4.3% |
| HST Host Hotels & Resorts Inc. | 0.31% | 143,849 | $2.4M | New |
| DFAC Dimensional US Core Equity 2 | 0.31% | 61,436 | $2.4M | Add +6.3% |
| BDX Becton Dickinson and Co. | 0.31% | 12,478 | $2.4M | Reduce -2.4% |
| MCD McDonald's Corp. | 0.31% | 7,615 | $2.3M | Add +6.7% |
| IEMG iShares Core MSCI Emerging | 0.30% | 34,260 | $2.2M | Add +21.6% |
| DFUS Dimensional US Eq MKT ETF | 0.29% | 30,203 | $2.2M | Add +0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 43,454 | $2.2M | Add +12.2% |
| COST Costco Wholesale Corp. | 0.29% | 2,289 | $2.2M | Add +83.1% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.28% | 2,203 | $2.1M | Reduce -0.6% |
| MUB iShares National Muni Bond E | 0.28% | 19,712 | $2.1M | Reduce -8.5% |
| DFIC Dimensional International Co. | 0.28% | 64,263 | $2.1M | Add +6.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.28% | 7,561 | $2.1M | Add +13.7% |
| TDG Transdigm Group Inc. | 0.27% | 1,555 | $2.0M | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.26% | 24,767 | $2.0M | Add +12.2% |
| LRCX Lam Research Corp. | 0.26% | 14,308 | $2.0M | Add +24.4% |
| VRSK Verisk Analytics Inc. | 0.26% | 8,078 | $2.0M | New |
| DSMC Distillate S/M Cash Flow ETF | 0.26% | 55,269 | $1.9M | Reduce -10.9% |
| PEP Pepsico Inc. | 0.26% | 12,711 | $1.9M | Add +11.8% |
| EYLD Cambria Emerg Shrhldr Yield | 0.26% | 52,081 | $1.9M | Reduce -11.7% |
| VONV Vanguard Russell 1000 Value | 0.25% | 21,450 | $1.9M | Add +2.5% |
| SO The Southern Co. | 0.25% | 19,177 | $1.9M | Reduce -0.1% |
| RTX RTX Corp. | 0.25% | 11,779 | $1.9M | Add +2.9% |
| AMD Advanced Micro Devices | 0.25% | 8,560 | $1.9M | Add +97.4% |
| PM Philip Morris International | 0.24% | 11,529 | $1.8M | Add +2.3% |
| IJR iShares Core S&P Small-Cap E | 0.24% | 15,473 | $1.8M | Reduce -0.9% |
| BSCP Invesco Bulletshares 2025 CB | 0.24% | 88,351 | $1.8M | Reduce -0.6% |
| CNR Core Natural Resources Inc. | 0.24% | 17,848 | $1.8M | Reduce -7.0% |
| IVV iShares Core S&P 500 ETF | 0.24% | 2,677 | $1.8M | Reduce -4.4% |
| PNC PNC Financial Services Group | 0.23% | 9,133 | $1.7M | Add +2.9% |
| VZ Verizon Communications Inc. | 0.23% | 42,671 | $1.7M | Add +4.9% |
| ANET Arista Networks Inc. | 0.23% | 12,382 | $1.7M | Add +15.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.23% | 9,162 | $1.7M | Add +5.9% |
| COP Conocophillips | 0.23% | 19,248 | $1.7M | Add +2.0% |
| C Citigroup Inc. | 0.22% | 16,800 | $1.7M | Reduce -20.9% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.22% | 19,975 | $1.7M | Add +5.9% |
| BLK BlackRock Inc. | 0.22% | 1,387 | $1.7M | Add +7.2% |
| UNH Unitedhealth Group Inc. | 0.22% | 4,586 | $1.7M | Add +40.6% |
| CMG Chipotle Mexican Grill Inc. | 0.22% | 38,499 | $1.6M | New |
| MRK Merck & Co. Inc. | 0.22% | 19,130 | $1.6M | Add +4.0% |
| KO The Coca-Cola Co. | 0.21% | 23,287 | $1.6M | Add +22.7% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.20% | 11,858 | $1.5M | No change |
| BSCQ Invesco Bulletshares 2026 CB | 0.20% | 77,906 | $1.5M | Add +1.5% |
| HWM Howmet Aerospace Inc. | 0.20% | 7,844 | $1.5M | Add +258.8% |
| MET Metlife Inc. | 0.20% | 18,137 | $1.5M | Add +5.6% |
| T AT&T Inc. | 0.20% | 56,829 | $1.5M | Add +8.1% |
| AXP American Express Co. | 0.20% | 4,459 | $1.5M | Add +9.6% |
| DELL Dell Technologies -C | 0.20% | 9,921 | $1.5M | New |
| PAYC Paycom Software Inc. | 0.20% | 7,305 | $1.5M | Add +1.3% |
| BSCR Invesco Bulletshares 2027 CB | 0.19% | 71,973 | $1.4M | Add +2.7% |
| GD General Dynamics Corp. | 0.19% | 4,222 | $1.4M | Add +5.5% |
| IBRX Immunitybio Inc. | 0.19% | 560,000 | $1.4M | No change |
| OMCL Omnicell Inc. | 0.19% | 47,213 | $1.4M | Add +3.0% |
| OUNZ Vaneck Merk Gold ETF | 0.19% | 35,094 | $1.4M | Add +35.8% |
| IDEV iShares Core MSCI Dev MKTS | 0.18% | 17,190 | $1.4M | Add +133.9% |
| RSBT RTRN STCK BNDS & MNG Futures | 0.18% | 75,039 | $1.4M | Reduce -11.4% |
| AVDV Avantis Intl S/C Value ETF | 0.18% | 15,269 | $1.4M | Add +49.8% |
| PH Parker Hannifin Corp. | 0.18% | 1,832 | $1.3M | Add +4.4% |
| AEP American Electric Power | 0.18% | 11,143 | $1.3M | Add +13.1% |
| SNOW Snowflake Inc. | 0.17% | 5,397 | $1.3M | New |
| RAAX Vaneck Real Assets ETF | 0.17% | 36,653 | $1.3M | Add +26.8% |
| SMH Vaneck Semiconductor ETF | 0.17% | 3,736 | $1.2M | Add +50.0% |
| AMAT Applied Materials Inc. | 0.17% | 5,697 | $1.2M | Reduce -0.3% |
| IWY iShares Russell Top 200 Grow | 0.16% | 4,564 | $1.2M | Add +22.9% |
| NTSX Wisdomtree US Efficient Core | 0.16% | 22,815 | $1.2M | Reduce -1.7% |
| EME Emcor Group Inc. | 0.16% | 1,815 | $1.2M | Add +6.3% |
| MMM 3M Co. | 0.16% | 7,885 | $1.2M | Reduce -27.0% |
| VONG Vanguard Russell 1000 Growth | 0.16% | 10,009 | $1.2M | Add +1.8% |
| FWRG First Watch Restaurant Group | 0.16% | 66,696 | $1.2M | Add +0.1% |
| GE General Electric filed as GE AEROSPACE | 0.15% | 3,835 | $1.2M | Add +3.3% |
| DE Deere & Co. | 0.15% | 2,563 | $1.1M | Add +0.7% |
| AMGN Amgen Inc. | 0.15% | 3,867 | $1.1M | Add +7.1% |
| FDX FedEx Corp. | 0.15% | 4,819 | $1.1M | Add +21.0% |
| DVN Devon Energy Corp. | 0.15% | 34,226 | $1.1M | Reduce -11.5% |
| ROKU Roku Inc. | 0.15% | 11,812 | $1.1M | New |
| VOD Vodafone Group PLC-SP ADR | 0.15% | 96,469 | $1.1M | Add +9.2% |
| YOU Clear Secure Inc. Class A | 0.15% | 35,088 | $1.1M | Reduce -5.6% |
| VGT Vanguard Info Tech ETF | 0.14% | 1,451 | $1.1M | Add +45.1% |
| QCOM Qualcomm Inc. | 0.14% | 6,611 | $1.1M | Reduce -44.3% |
| UJAN Innovator U.S. Equity Ultra | 0.14% | 25,271 | $1.1M | Reduce -0.8% |
| LMT Lockheed Martin Corp. | 0.14% | 2,080 | $1.1M | Add +4.6% |
| GM General Motors Co. | 0.14% | 18,246 | $1.0M | Add +7.8% |
| THO Thor Industries Inc. | 0.14% | 9,831 | $1.0M | Add +6.2% |
| BX Blackstone Inc. | 0.14% | 6,295 | $1.0M | Reduce -10.6% |
| GS Goldman Sachs Group Inc. | 0.14% | 1,328 | $1.0M | Add +17.2% |
| HODL Vaneck Bitcoin ETF | 0.14% | 31,875 | $1.0M | Add +47.8% |
| PFE Pfizer Inc. | 0.13% | 41,311 | $1.0M | Reduce -2.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.13% | 12,971 | $1.0M | Add +16.3% |
| ENB Enbridge Inc. | 0.13% | 21,158 | $1.0M | Add +3.0% |
| MAR Marriott International Class A | 0.13% | 3,714 | $995K | Add +0.3% |
| ABT Abbott Laboratories | 0.13% | 7,461 | $994K | Add +13.8% |
| MGA Magna International Inc. | 0.13% | 21,963 | $988K | Add +8.6% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.13% | 6,083 | $974K | Add +33.4% |
| JPIE JPMorgan Income ETF | 0.13% | 20,891 | $967K | Reduce -4.9% |
| APH Amphenol Corp. Class A | 0.13% | 7,872 | $966K | Add +40.0% |
| RDDT Reddit Inc. Class A | 0.13% | 4,897 | $962K | New |
| DG Dollar General Corp. | 0.13% | 9,182 | $952K | Add +1.2% |
| RCL Royal Caribbean Cruises Ltd. | 0.13% | 3,024 | $948K | Add +14.5% |
| GBDC Golub Capital BDC Inc. | 0.13% | 67,415 | $948K | Add +21.3% |
| PSQO PLMR SQ Credit Opp ETF | 0.12% | 45,231 | $932K | Add +1.7% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.12% | 19,828 | $930K | Add +72.8% |
| CPRI Capri Holdings Ltd. | 0.12% | 46,423 | $929K | Add +0.3% |
| PRU Prudential Financial Inc. | 0.12% | 8,912 | $924K | Add +10.5% |
| VIG Vanguard Dividend Apprec ETF | 0.12% | 4,243 | $918K | Add +244.7% |
| SCHO Schwab Short-Term US Treas | 0.12% | 37,356 | $912K | Reduce -0.9% |
| VEA Vanguard Ftse Developed ETF | 0.12% | 15,129 | $907K | Reduce -3.7% |
| HIG Hartford Insurance Group Inc. | 0.12% | 6,893 | $904K | Add +8.1% |
| WFC Wells Fargo & Co. | 0.12% | 10,669 | $901K | Add +13.7% |
| GILD Gilead Sciences Inc. | 0.12% | 7,596 | $900K | Add +20.5% |
| IWD iShares Russell 1000 Value E | 0.12% | 4,387 | $891K | No change |
| ACN Accenture PLC Class A | 0.12% | 3,643 | $890K | Add +7.1% |
| LEN Lennar Corp. Class A | 0.12% | 7,274 | $889K | Add +10.1% |
| GLXY Galaxy Digital Inc. Class A | 0.12% | 21,562 | $887K | No change |
| TXN Texas Instruments Inc. | 0.12% | 5,061 | $881K | Add +8.6% |
| JAAA Janus Henderson Aaa Clo ETF | 0.12% | 17,278 | $874K | Reduce -1.5% |
| XAR SS SPDR S&P Aerospace Def | 0.12% | 3,515 | $865K | Add +42.6% |
| CSX CSX Corp. | 0.12% | 23,918 | $864K | Reduce -76.1% |
| FTNT Fortinet Inc. | 0.11% | 10,359 | $861K | Reduce -48.0% |
| CAH Cardinal Health Inc. | 0.11% | 5,571 | $859K | Add +53.6% |
| UBER Uber Technologies Inc. | 0.11% | 9,079 | $856K | Add +54.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.11% | 5,847 | $842K | Reduce -0.5% |
| FERG Ferguson Enterprises Inc. | 0.11% | 3,491 | $839K | Add +201.2% |
| LOW Lowe's Cos Inc. | 0.11% | 3,470 | $836K | Add +10.3% |
| GNK Genco Shipping & Trading Ltd. | 0.11% | 51,713 | $832K | Reduce -23.7% |
| COIN Coinbase Global Inc. Class A | 0.11% | 2,391 | $817K | Reduce -5.5% |
| RPG Invesco S&P 500 Pure Growth | 0.11% | 17,064 | $814K | Add +3.8% |
| MCW Mister Car Wash Inc. | 0.11% | 166,492 | $806K | Add +9.8% |
| SCHX Schwab US Large-Cap ETF | 0.11% | 30,639 | $804K | Reduce -10.3% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.11% | 2,642 | $802K | Add +4.6% |
| ETN Eaton Corp. PLC | 0.11% | 2,114 | $792K | Add +14.2% |
| PLD Prologis Inc. | 0.11% | 6,854 | $791K | Add +11.8% |
| NCDL Nuveen Churchill Direct Lend | 0.10% | 56,719 | $784K | No change |
| KMI Kinder Morgan Inc. | 0.10% | 28,378 | $775K | Add +7.1% |
| STLD Steel Dynamics Inc. | 0.10% | 5,229 | $769K | Reduce -9.8% |
| LHX L3HARRIS Technologies Inc. | 0.10% | 2,545 | $763K | Reduce -42.5% |
| HON Honeywell International Inc. | 0.10% | 3,660 | $762K | Reduce -6.8% |
| GSY Invesco Ultra Short Duration | 0.10% | 15,114 | $761K | New |
| BSCS Invesco Bulletshares 2028 CB | 0.10% | 36,735 | $758K | Add +3.3% |
| PANW Palo Alto Networks Inc. | 0.10% | 3,651 | $758K | Add +16.2% |
| EFV iShares MSCI Eafe Value ETF | 0.10% | 11,183 | $756K | Reduce -2.3% |
| TMUS T-Mobile US Inc. | 0.10% | 3,287 | $753K | Reduce -76.5% |
| SWKS Skyworks Solutions Inc. | 0.10% | 10,315 | $751K | Add +29.6% |
| UYLD Angel Oak Ultrashort Income | 0.10% | 14,550 | $746K | New |
| BNDX Vanguard Total Intl Bond ETF | 0.10% | 14,996 | $745K | Add +179.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.10% | 1 | $744K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.10% | 6,932 | $742K | Add +4.3% |
| FDVV Fidelity High Dividend ETF | 0.10% | 13,329 | $738K | Reduce -3.8% |
| AZN Astrazeneca PLC-Spons ADR | 0.10% | 8,575 | $730K | Add +0.9% |
| OSEA Harbor Intl Compounders ETF | 0.10% | 24,239 | $728K | Reduce -5.7% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.10% | 12,243 | $719K | Add +177.6% |
| QTUM Defiance Quantum ETF | 0.10% | 6,429 | $714K | New |
| BSMR Invesco Bulletshares 2027 MB | 0.10% | 30,123 | $714K | Add +31.8% |
| FSS Federal Signal Corp. | 0.10% | 6,005 | $713K | No change |
| BOXX Alpha Architect 1-3 MNTH Box | 0.09% | 6,230 | $710K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 6,386 | $710K | Add +3.0% |
| USB US Bancorp | 0.09% | 14,947 | $704K | Add +18.9% |
| LZ Legalzoomcom Inc. | 0.09% | 69,226 | $701K | Reduce -0.7% |
| HAPI Harbor Human Capital Factor | 0.09% | 17,427 | $699K | Reduce -2.9% |
| MINT PIMCO Enhanced Short Maturit | 0.09% | 6,914 | $694K | New |
| BSMP Invesco Bulletshares 2025 MB | 0.09% | 28,124 | $690K | Add +0.1% |
| APRW Allinzim US Eq BFR20 Apr-Usd | 0.09% | 20,014 | $684K | Reduce -5.7% |
| BSMQ Invesco Bulletshares 2026 MB | 0.09% | 28,626 | $677K | Add +20.7% |
| FCX Freeport-McMoran Inc. | 0.09% | 16,054 | $674K | Reduce -51.0% |
| MDT Medtronic PLC | 0.09% | 6,974 | $673K | Add +22.5% |
| RUNN Running Oak Efficient GR ETF | 0.09% | 19,605 | $667K | Reduce -5.8% |
| ARW Arrow Electronics Inc. | 0.09% | 5,757 | $667K | Add +26.5% |
| ES Eversource Energy | 0.09% | 9,358 | $661K | Add +3.7% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.09% | 4,799 | $660K | New |
| NEE Nextera Energy Inc. | 0.09% | 7,723 | $653K | Reduce -21.1% |
| CDNS Cadence Design SYS Inc. | 0.09% | 1,981 | $645K | Add +14.7% |
| AVDE Avantis International Equity | 0.09% | 8,203 | $645K | New |
| IWF iShares Russell 1000 Growth | 0.08% | 1,366 | $635K | No change |
| MS Morgan Stanley | 0.08% | 4,081 | $634K | Add +23.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.08% | 3,046 | $632K | Add +82.6% |
| IGM iShares Expanded Tech Sector | 0.08% | 4,997 | $631K | Add +32.3% |
| DSTL Distillate US Fundamental St | 0.08% | 10,945 | $630K | No change |
| IXN iShares Global Tech ETF | 0.08% | 6,038 | $623K | Add +29.4% |
| RIO Rio Tinto PLC-Spon ADR | 0.08% | 9,116 | $622K | Reduce -16.0% |
| TBLL Invesco Short Term Treasury | 0.08% | 5,850 | $619K | Add +12.5% |
| SPOT Spotify Technology SA | 0.08% | 898 | $614K | Reduce -61.5% |
| IVW iShares S&P 500 Growth ETF | 0.08% | 5,114 | $613K | Add +1.4% |
| FITB Fifth Third Bancorp | 0.08% | 13,885 | $602K | Add +4.1% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.08% | 23,941 | $599K | Add +0.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.08% | 11,894 | $598K | Reduce -4.7% |
| CEG Constellation Energy | 0.08% | 1,525 | $594K | Add +8.5% |
| ACWI iShares MSCI Acwi ETF | 0.08% | 4,313 | $594K | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.08% | 5,698 | $593K | Reduce -20.4% |
| FCTE Smi 3FOURTEEN Full-CYCL TRND | 0.08% | 22,688 | $591K | Reduce -9.2% |
| ORLY O'reilly Automotive Inc. | 0.08% | 5,706 | $588K | Add +2.6% |
| NSC Norfolk Southern Corp. | 0.08% | 2,023 | $587K | Add +4.5% |
| RWL Invesco S&P 500 Revenue ETF | 0.08% | 5,245 | $579K | No change |
| BND Vanguard Total Bond Market | 0.08% | 7,744 | $579K | Add +9.3% |
| STLA Stellantis NV | 0.08% | 58,410 | $579K | Reduce -9.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.08% | 7,160 | $577K | Add +8.8% |
| MCO Moody's Corp. | 0.08% | 1,173 | $564K | Add +25.2% |
| DUK Duke Energy Corp. | 0.08% | 4,413 | $564K | Reduce -1.1% |
| AGGS Harbor Disciplined Bond ETF | 0.07% | 13,420 | $562K | Reduce -3.8% |
| TBIL F/M US Treasury 3 Month Bill | 0.07% | 11,154 | $557K | Add +1.0% |
| ESPO Vaneck Videogaming Esports | 0.07% | 4,793 | $554K | New |
| VXF Vanguard Extended Market ETF | 0.07% | 2,617 | $553K | Add +74.2% |
| SGOV iShares 0-3 Month Treasury B | 0.07% | 5,450 | $548K | No change |
| PEG Public Service Enterprise GP | 0.07% | 6,645 | $548K | Add +7.8% |
| SYK Stryker Corp. | 0.07% | 1,477 | $546K | Add +6.0% |
| BSCT Invesco Bulletshares 2029 CB | 0.07% | 28,851 | $546K | Add +2.2% |
| WM Waste Management Inc. | 0.07% | 2,489 | $543K | Reduce -81.6% |
| UPS United Parcel Service Class B | 0.07% | 6,395 | $538K | Add +87.7% |
| GPZ Vaneck Alt Asset Manager ETF | 0.07% | 19,831 | $536K | New |
| CTAS Cintas Corp. | 0.07% | 2,825 | $532K | Add +5.7% |
| SHOP Shopify Inc. Class A | 0.07% | 3,438 | $526K | Add +2.0% |
| OC Owens Corning | 0.07% | 4,086 | $524K | Reduce -11.1% |
| SCHG Schwab US Large-Cap Growth | 0.07% | 16,465 | $523K | Reduce -14.5% |
| CRM Salesforce Inc. | 0.07% | 2,176 | $522K | Reduce -60.8% |
| SCHW Schwab (charles) Corp. | 0.07% | 5,556 | $519K | Add +0.3% |
| AHR American Healthcare REIT Inc. | 0.07% | 12,401 | $515K | Reduce -4.5% |
| MPC Marathon Petroleum Corp. | 0.07% | 2,724 | $499K | Reduce -4.0% |
| CI The Cigna Group | 0.07% | 1,649 | $498K | Add +9.8% |
| LBTYA Liberty Global Ltd. Class A | 0.07% | 45,282 | $496K | Add +22.3% |
| HOOD Robinhood Markets Inc. Class A | 0.07% | 3,653 | $493K | Add +75.5% |
| NOC Northrop Grumman Corp. | 0.07% | 782 | $490K | Add +17.9% |
| CMI Cummins Inc. | 0.07% | 1,176 | $490K | Add +6.1% |
| NOW ServiceNow Inc. | 0.07% | 536 | $488K | Add +21.5% |
| VRTX Vertex Pharmaceuticals Inc. | 0.06% | 1,179 | $486K | Add +12.9% |
| XLF SS Financial Select Sector | 0.06% | 9,121 | $486K | Add +4.3% |
| FLRT Pacer Aristotle Pacific Floa | 0.06% | 10,245 | $485K | Add +18.2% |
| HUBB Hubbell Inc. | 0.06% | 1,121 | $479K | Reduce -0.9% |
| OKLO Oklo Inc. | 0.06% | 2,737 | $477K | New |
| IBIT iShares Bitcoin Trust ETF | 0.06% | 7,351 | $470K | Add +10.8% |
| ZS Zscaler Inc. | 0.06% | 1,551 | $468K | Add +16.4% |
| SOXX iShares Semiconductor ETF | 0.06% | 1,672 | $467K | Reduce -0.1% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.06% | 1,913 | $465K | Add +5.8% |
| GLIN Vaneck India Growth Leaders | 0.06% | 10,194 | $459K | Add +37.5% |
| INTU Intuit Inc. | 0.06% | 689 | $452K | Reduce -46.4% |
| ULTA Ulta Beauty Inc. | 0.06% | 829 | $448K | Reduce -3.1% |
| CMCSA Comcast Corp. Class A | 0.06% | 14,905 | $447K | Reduce -0.8% |
| TMO Thermo Fisher Scientific Inc. | 0.06% | 843 | $443K | Add +6.8% |
| PDBC Invesco Optimum Yield Divers | 0.06% | 33,522 | $441K | Add +2.9% |
| DD Dupont DE Nemours Inc. | 0.06% | 5,665 | $439K | Reduce -1.9% |
| EMR Emerson Electric Co. | 0.06% | 3,381 | $439K | Add +4.7% |
| SCHV Schwab US Large-Cap Value | 0.06% | 15,119 | $439K | Add +0.9% |
| SCHB Schwab US Broad Market ETF | 0.06% | 17,000 | $435K | No change |
| CMS CMS Energy Corp. | 0.06% | 5,843 | $434K | Reduce -0.2% |
| CASY Casey's General Stores Inc. | 0.06% | 773 | $434K | Add +6.3% |
| GOVT iShares US Treasury Bond ETF | 0.06% | 18,639 | $433K | New |
| DISV Dimensional International SM | 0.06% | 12,147 | $432K | Add +0.5% |
| DFAR Dimensional US Real Est ETF | 0.06% | 18,318 | $429K | Add +0.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.06% | 1,414 | $418K | Add +1.6% |
| VRT Vertiv Holdings Co. Class A | 0.06% | 2,383 | $418K | Add +6.0% |
| SUB iShares Short-Term National | 0.06% | 3,887 | $415K | Reduce -22.7% |
| MU Micron Technology Inc. | 0.06% | 2,214 | $414K | Reduce -5.2% |
| MAYT All US Equ BUF10 May ETF-Usd | 0.06% | 11,483 | $413K | Reduce -8.8% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.06% | 5,704 | $413K | No change |
| LAMR Lamar Advertising Co. Class A | 0.05% | 3,430 | $412K | Add +4.5% |
| IYW iShares Ustechnology ETF | 0.05% | 2,113 | $411K | Reduce -6.4% |
| IWV iShares Russell 3000 ETF | 0.05% | 1,086 | $410K | Reduce -2.0% |
| JAJL Innovator Edp ETF - 6M Ja | 0.05% | 14,225 | $408K | Add +0.2% |
| VXUS Vanguard Total Intl Stock | 0.05% | 5,542 | $406K | New |
| COWZ Pacer US Cash Cows 100 ETF | 0.05% | 7,139 | $405K | Add +1.4% |
| TFC Truist Financial Corp. | 0.05% | 9,208 | $404K | Add +11.4% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.05% | 4,370 | $404K | Reduce -14.1% |
| ADI Analog Devices Inc. | 0.05% | 1,716 | $404K | Reduce -1.9% |
| UJUL Innovator U.S. Equity Ultra | 0.05% | 10,623 | $404K | Reduce -12.7% |
| AWK American Water Works Co. Inc. | 0.05% | 2,853 | $404K | Add +52.0% |
| BA The Boeing Co. | 0.05% | 1,878 | $402K | Add +4.9% |
| ON On Semiconductor | 0.05% | 8,109 | $402K | New |
| SBUX Starbucks Corp. | 0.05% | 4,930 | $400K | Add +15.4% |
| APOC Inr Eqty Def P ETF - 6 M A/O | 0.05% | 15,286 | $396K | Add +1.1% |
| DFAT Dimensional US Target Value | 0.05% | 6,817 | $393K | Add +36.9% |
| RKLB Rocket Lab Corp. | 0.05% | 5,759 | $392K | Reduce -10.7% |
| MSMR M/S Managed Risk ETF | 0.05% | 11,549 | $391K | Add +0.7% |
| CALM Cal-Maine Foods Inc. | 0.05% | 4,117 | $384K | Reduce -45.5% |
| IGTR Innovator Grad Tact Rotation | 0.05% | 14,408 | $384K | New |
| GEV GE Vernova Inc. | 0.05% | 588 | $379K | Add +3.5% |
| PHM Pultegroup Inc. | 0.05% | 3,031 | $378K | Reduce -13.6% |
| VHT Vanguard Health Care ETF | 0.05% | 1,423 | $378K | Add +16.6% |
| NUE Nucor Corp. | 0.05% | 2,697 | $374K | Reduce -6.5% |
| VWO Vanguard Ftse Emerging Marke | 0.05% | 6,979 | $374K | Reduce -6.0% |
| PSX Phillips 66 | 0.05% | 2,842 | $372K | Add +60.7% |
| MRVL Marvell Technology Inc. | 0.05% | 4,308 | $372K | Add +3.7% |
| CFG Citizens Financial Group | 0.05% | 7,168 | $371K | Add +16.2% |
| USIG iShares Broad Usd Investment | 0.05% | 7,079 | $371K | New |
| UAUG Innovator U.S. Equity Ultra | 0.05% | 9,441 | $370K | Add +28.2% |
| GLW Corning Inc. | 0.05% | 4,364 | $369K | New |
| STX Seagate Technology Holdings | 0.05% | 1,737 | $368K | Add +7.8% |
| ADP Automatic Data Processing | 0.05% | 1,277 | $365K | Add +7.8% |
| AMP Ameriprise Financial Inc. | 0.05% | 746 | $363K | No change |
| BP BP PLC-Spons ADR | 0.05% | 10,951 | $363K | Reduce -1.5% |
| FDN First Trust DJ Internet Ind | 0.05% | 1,285 | $358K | Add +1.3% |
| DHR Danaher Corp. | 0.05% | 1,712 | $353K | Reduce -2.0% |
| LH Labcorp Holdings Inc. | 0.05% | 1,244 | $348K | Add +13.0% |
| AVEM Avantis Emerging Markets Eq | 0.05% | 4,668 | $348K | New |
| IT Gartner Inc. | 0.05% | 1,399 | $345K | Add +7.0% |
| HSY The Hershey Co. | 0.05% | 1,808 | $342K | Reduce -8.3% |
| BSJR Invesco Bulletshares 2027 HY | 0.05% | 14,948 | $339K | New |
| SPYV SS SPDR P S&P 500 Value ETF | 0.05% | 6,176 | $339K | Reduce -13.0% |
| SILA Sila Realty Trust Inc. | 0.04% | 13,843 | $330K | Reduce -7.6% |
| DNP DNP Select Income Fund Inc. | 0.04% | 32,780 | $328K | Add +51.1% |
| COF Capital One Financial Corp. | 0.04% | 1,521 | $326K | New |
| ICSH iShares Ultra Short Duration | 0.04% | 6,417 | $325K | Add +1.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.04% | 7,530 | $322K | Add +21.3% |
| WELL Welltower Inc. | 0.04% | 1,896 | $321K | Add +8.3% |
| NKE Nike Inc. Class B | 0.04% | 4,744 | $321K | Reduce -14.7% |
| JULH Innov Prem Inc. 20 Barr-July | 0.04% | 12,816 | $320K | Reduce -3.4% |
| USMV iShares MSCI USA Min Vol Fac | 0.04% | 3,345 | $317K | Add +54.0% |
| TRV The Travelers Cos Inc. | 0.04% | 1,147 | $316K | Reduce -1.6% |
| BXSL Blackstone Secured Lending F | 0.04% | 11,891 | $314K | No change |
| FNF Fidelity National Financial | 0.04% | 5,510 | $314K | Add +6.2% |
| SCHA Schwab US Small-Cap ETF | 0.04% | 11,140 | $313K | Reduce -1.9% |
| APRT Allianzim US Eq BFFR10 Ap-US | 0.04% | 7,684 | $312K | Reduce -18.6% |
| BANX Arrowmark Financial Corp. | 0.04% | 14,374 | $311K | New |
| OBDC Blue Owl Capital Corp. | 0.04% | 24,161 | $311K | Reduce -2.4% |
| SPEM State Street SP PTF Em ETF | 0.04% | 6,671 | $310K | Reduce -4.8% |
| QBTS D-Wave Quantum Inc. | 0.04% | 7,170 | $309K | New |
| MDLZ Mondelez International Inc. Class A | 0.04% | 4,968 | $309K | Add +6.0% |
| CXW Corecivic Inc. | 0.04% | 16,611 | $302K | Reduce -0.0% |
| JULW Alianzim US Eq BFR20 Jul-Usd | 0.04% | 7,876 | $302K | Reduce -1.3% |
| VLO Valero Energy Corp. | 0.04% | 1,856 | $301K | Reduce -19.4% |
| BFEB Innovator U.S. Equity Buffer | 0.04% | 6,397 | $301K | No change |
| ADSK Autodesk Inc. | 0.04% | 978 | $300K | New |
| VTIP Vanguard Short-Term Tips | 0.04% | 5,958 | $299K | Add +7.3% |
| WPC WP Carey Inc. | 0.04% | 4,409 | $298K | Reduce -7.9% |
| PNR Pentair PLC | 0.04% | 2,700 | $298K | New |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.04% | 5,470 | $297K | New |
| QLD Proshares Ultra QQQ | 0.04% | 2,180 | $296K | No change |
| FTCE FT New Constr Cor Earn LDR | 0.04% | 12,242 | $294K | New |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.04% | 961 | $291K | New |
| GWX State Street SPDR S&P Intern | 0.04% | 7,185 | $287K | Add +2.9% |
| SEIM Sei Qim US Large Cap Momentu filed as SEI EXCHANGE TRADED FUNDS | 0.04% | 6,394 | $286K | Add +21.6% |
| AWI Armstrong World Industries | 0.04% | 1,439 | $286K | New |
| SEIV Sei Qim US Large Cap Value A filed as SEI EXCHANGE TRADED FUNDS | 0.04% | 7,359 | $284K | Add +21.5% |
| PHYS Sprott Physical Gold Trust | 0.04% | 8,965 | $284K | New |
| PWR Quanta Services Inc. | 0.04% | 657 | $284K | Add +20.1% |
| TGT Target Corp. | 0.04% | 3,170 | $282K | Add +6.9% |
| XLE SS Energy Select Sector | 0.04% | 3,253 | $281K | Add +0.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.04% | 1,618 | $280K | New |
| BSX Boston Scientific Corp. | 0.04% | 2,898 | $279K | Reduce -0.1% |
| CCI Crown Castle Inc. | 0.04% | 2,863 | $279K | Add +2.2% |
| BMY Bristol-Myers Squibb Co. | 0.04% | 6,316 | $277K | Reduce -7.5% |
| MBB iShares MBS ETF | 0.04% | 2,882 | $275K | Add +11.2% |
| LMB Limbach Holdings Inc. | 0.04% | 3,000 | $275K | Add +28.6% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.04% | 3,131 | $272K | Reduce -1.0% |
| EFA iShares MSCI Eafe ETF | 0.04% | 2,880 | $269K | New |
| UGI Ugi Corp. | 0.04% | 8,295 | $264K | Reduce -14.3% |
| JNK SS SPDR BB High Yield Bond | 0.04% | 2,710 | $263K | Add +28.3% |
| F Ford Motor Co. filed as FORD MTR CO | 0.03% | 22,510 | $262K | Add +37.8% |
| SSUS Day Hagan Smart Sector ETF filed as STRATEGY SHS | 0.03% | 5,456 | $262K | Reduce -1.9% |
| IEI iShares 3-7 Year Treasury Bo | 0.03% | 2,178 | $261K | New |
| BR Broadridge Financial Solutio | 0.03% | 1,112 | $261K | Add +5.1% |
| DTE DTE Energy Company | 0.03% | 1,838 | $260K | New |
| NTSI Wisdomtree International Eff | 0.03% | 6,001 | $259K | Reduce -4.2% |
| ACWV iShares MSCI Global Min Vol | 0.03% | 2,158 | $259K | Reduce -3.0% |
| QUAL iShares MSCI USA Quality Fac | 0.03% | 1,339 | $258K | Reduce -8.7% |
| CCL Carnival Corp. | 0.03% | 8,930 | $258K | New |
| STIP iShares 0-5 Year Tips Bond E | 0.03% | 2,481 | $257K | Add +2.1% |
| FAST Fastenal Co. | 0.03% | 5,994 | $256K | New |
| ELV Elevance Health Inc. | 0.03% | 729 | $256K | Add +3.1% |
| GCOW Pacer Global Cash Cows Divid | 0.03% | 6,359 | $250K | New |
| BSCU Invesco Bulletshares 2030 CB | 0.03% | 14,740 | $250K | Add +0.2% |
| ZALT Innovator US Eq 10 Buffer | 0.03% | 7,825 | $249K | Add +7.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.03% | 4,674 | $248K | Add +16.5% |
| MAIN Main Street Capital Corp. | 0.03% | 4,187 | $244K | Add +7.9% |
| DECW Alianzim US Eq BFR20 Dec-Usd | 0.03% | 7,380 | $243K | Add +16.1% |
| SHW The Sherwin-Williams Co. | 0.03% | 725 | $243K | Add +3.0% |
| ITW Illinois Tool Works | 0.03% | 977 | $242K | Add +2.7% |
| USEP Innovator U.S. Equity Ultra | 0.03% | 6,282 | $242K | New |
| FN Fabrinet | 0.03% | 642 | $241K | New |
| DFSI Dimensional Int Sus COR1 ETF | 0.03% | 5,832 | $239K | Add +0.1% |
| JPST JPMorgan Ultra-Short Income | 0.03% | 4,710 | $239K | Add +0.7% |
| TDSC Exchange Listed Funds Trust | 0.03% | 9,587 | $239K | New |
| XEL Xcel Energy Inc. | 0.03% | 2,945 | $238K | New |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.03% | 3,016 | $237K | New |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.03% | 803 | $235K | New |
| SCHP Schwab U.S. Tips ETF | 0.03% | 8,683 | $235K | New |
| XLC SS Comm Select Sector SPDR | 0.03% | 2,037 | $233K | New |
| INTC Intel Corp. | 0.03% | 6,548 | $233K | New |
| UNP Union Pacific Corp. | 0.03% | 1,029 | $233K | Reduce -10.1% |
| ITRI Itron Inc. | 0.03% | 1,790 | $233K | Add +13.4% |
| BFRZ Innovator Eq MNG 100 BFR ETF | 0.03% | 8,743 | $232K | New |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 0.03% | 6,680 | $232K | Reduce -0.7% |
| BSMT Invesco Bulletshares 2029 MB | 0.03% | 9,966 | $231K | New |
| LW Lamb Weston Holdings Inc. | 0.03% | 3,578 | $230K | New |
| MAYW Alianzim US Eq BFR20 May-Usd | 0.03% | 6,955 | $229K | Reduce -3.5% |
| BSMS Invesco Bulletshares 2028 MB | 0.03% | 9,741 | $229K | New |
| ZTS Zoetis Inc. | 0.03% | 1,591 | $228K | Reduce -32.2% |
| APLU Allspring Core Plus ETF | 0.03% | 8,993 | $228K | New |
| VWOB Vanguard Emerg MKTS Gov BND | 0.03% | 3,376 | $226K | Reduce -0.4% |
| KMB Kimberly-Clark Corp. | 0.03% | 1,872 | $225K | Add +1.9% |
| GLDM SPDR Gold Minishares Trust | 0.03% | 2,696 | $221K | New |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.03% | 2,744 | $220K | New |
| NDAQ Nasdaq Inc. | 0.03% | 2,422 | $217K | New |
| ALE Allete Inc. | 0.03% | 3,207 | $216K | New |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | 0.03% | 4,159 | $216K | New |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.03% | 6,463 | $215K | Reduce -26.1% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.03% | 5,020 | $215K | New |
| LBTYK Liberty Global Ltd. Class C | 0.03% | 19,541 | $215K | Reduce -4.2% |
| FNV Franco-Nevada Corp. | 0.03% | 1,013 | $212K | New |
| JANT Allianzim US Eq BFFR10 JN-US | 0.03% | 5,302 | $210K | Reduce -3.0% |
| NWE Northwestern Energy Group Inc. | 0.03% | 3,600 | $210K | New |
| CGW Invesco S&P Global Water Ind | 0.03% | 3,260 | $208K | No change |
| DUOL Duolingo | 0.03% | 623 | $207K | New |
| VSLU Applied Finance Valuat ETF | 0.03% | 4,877 | $207K | New |
| TLT iShares 20+ Year Treasury BD | 0.03% | 2,277 | $207K | New |
| KEY Keycorp | 0.03% | 11,474 | $207K | Reduce -0.3% |
| ADBE Adobe Inc. | 0.03% | 612 | $205K | Reduce -13.7% |
| NJUL Innovator Growth 100 Power B | 0.03% | 2,872 | $204K | Reduce -12.3% |
| TD Toronto-Dominion Bank | 0.03% | 2,556 | $203K | New |
| PECO Phillips Edison & Company Inc. | 0.03% | 5,995 | $202K | No change |
| IBTF iShares Ibonds Dec 2025 Term | 0.03% | 8,628 | $201K | New |
| DOC Healthpeak Properties Inc. | 0.03% | 10,864 | $197K | Add +1.7% |
| GNL Global Net Lease Inc. | 0.02% | 17,089 | $132K | Add +0.5% |
| GUT Gabelli Utility Trust | 0.01% | 16,435 | $100K | Add +0.1% |
| NWL Newell Brands Inc. | 0.01% | 11,423 | $55K | Add +2.0% |
| MYO Myomo Inc. | 0.00% | 21,120 | $24K | Add +0.3% |