| VGIT Vanguard Intermediate-Term T | 5.53% | 329,595 | $19.9M | Add +61.6% |
| VIG Vanguard Dividend Apprec ETF | 5.18% | 94,066 | $18.6M | Add +1.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.74% | 35,100 | $13.5M | Add +2.0% |
| VLUE iShares MSCI USA Value Facto | 3.40% | 112,177 | $12.2M | Add +7.7% |
| DFUV Dimensional US Marketwide Va | 3.34% | 288,403 | $12.0M | Add +16.4% |
| AGG iShares Core U.S. Aggregate | 2.69% | 95,568 | $9.7M | Add +15.0% |
| VGSH Vanguard Short-Term Treasury | 2.46% | 149,906 | $8.8M | Add +66.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 2.43% | 35,863 | $8.7M | Add +10.5% |
| BNDX Vanguard Total Intl Bond ETF | 2.41% | 172,438 | $8.7M | Add +15.8% |
| IQLT iShares MSCI International Q | 2.05% | 177,814 | $7.4M | Add +11.2% |
| MSFT Microsoft Corp. | 2.01% | 16,774 | $7.2M | Add +0.8% |
| AAPL Apple Inc. | 1.72% | 26,604 | $6.2M | Reduce -7.4% |
| VIGI Vanguard Int Div App Indx FD | 1.71% | 69,678 | $6.2M | Add +2.9% |
| CGW Invesco S&P Global Water Ind | 1.61% | 94,499 | $5.8M | Add +6.8% |
| SMLF iShares US Smallcap Equity F | 1.53% | 83,136 | $5.5M | Reduce -8.9% |
| DFIS Dimensional International SM | 1.25% | 167,647 | $4.5M | Add +22.4% |
| LRGF iShares US Equity Factor ETF | 1.22% | 74,834 | $4.4M | Reduce -4.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.19% | 9,339 | $4.3M | Reduce -0.0% |
| BSCW Invesco Bulletshares 2032 CB | 1.14% | 195,764 | $4.1M | Add +17.7% |
| BSCV Invesco Bulletshares 2031 CB | 1.12% | 242,870 | $4.0M | Add +20.7% |
| BSCX Invesco Bulletshares 2033 CB | 1.11% | 184,603 | $4.0M | Add +20.6% |
| BSCS Invesco Bulletshares 2028 CB | 1.08% | 188,238 | $3.9M | Add +17.4% |
| BSCU Invesco Bulletshares 2030 CB | 1.07% | 227,947 | $3.9M | Add +22.2% |
| BSCQ Invesco Bulletshares 2026 CB | 1.07% | 196,085 | $3.8M | Add +15.7% |
| BSCR Invesco Bulletshares 2027 CB | 1.06% | 194,043 | $3.8M | Add +16.1% |
| BSCT Invesco Bulletshares 2029 CB | 1.06% | 203,251 | $3.8M | Add +16.3% |
| BSCP Invesco Bulletshares 2025 CB | 1.02% | 177,080 | $3.7M | Add +5.5% |
| VGK Vanguard Ftse Europe ETF | 0.99% | 49,985 | $3.6M | Reduce -2.0% |
| BSCO Invesco Bulletshares 2024 CB | 0.95% | 162,509 | $3.4M | Add +3.8% |
| DFIV Dimensional International Va | 0.91% | 85,974 | $3.3M | Add +13.8% |
| DFSU Dimensional US Sus CORE1 ETF | 0.77% | 74,068 | $2.8M | Add +15.2% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.75% | 45,547 | $2.7M | Reduce -5.6% |
| VPL Vanguard Ftse Pacific ETF | 0.74% | 33,911 | $2.7M | Add +3.2% |
| DGS Wisdomtree Em Small Cap | 0.74% | 49,455 | $2.7M | Add +0.8% |
| XOM Exxon Mobil Corp. | 0.70% | 21,569 | $2.5M | Reduce -0.2% |
| DFSI Dimensional Int Sus COR1 ETF | 0.70% | 70,726 | $2.5M | Add +46.8% |
| NVDA Nvidia Corp. | 0.62% | 18,368 | $2.2M | Add +4.7% |
| SCHR Schwab Intermediate-Term US | 0.62% | 43,951 | $2.2M | Reduce -1.3% |
| DFAT Dimensional US Target Value | 0.60% | 38,568 | $2.1M | Add +5.5% |
| GMF State Street SPDR S&P Emergi | 0.58% | 16,923 | $2.1M | Add +8.2% |
| USFR Wisdomtree Floating Rate Tre | 0.54% | 38,440 | $1.9M | Add +1.6% |
| JPM JPMorgan Chase & Co. | 0.52% | 8,933 | $1.9M | Reduce -2.5% |
| ESGV Vanguard ESG US Stock ETF | 0.50% | 17,869 | $1.8M | Add +2.9% |
| ESML iShares ESG Aware MSCI USA S | 0.49% | 42,150 | $1.8M | Add +23.6% |
| HD Home Depot Inc. | 0.48% | 4,243 | $1.7M | Add +0.8% |
| IAGG iShares Intl Aggregate Bond | 0.46% | 32,129 | $1.7M | Add +3.6% |
| KBWB Invesco KBW Bank ETF | 0.46% | 28,194 | $1.7M | Add +3.6% |
| VSGX Vanguard ESG Intl Stock ETF | 0.46% | 26,841 | $1.7M | Reduce -12.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.43% | 5,876 | $1.6M | Reduce -5.1% |
| SUSA iShares ESG Optimized MSCI U | 0.42% | 12,707 | $1.5M | Reduce -0.6% |
| PFE Pfizer Inc. | 0.42% | 52,238 | $1.5M | Add +394.2% |
| FISV Fiserv Inc. | 0.42% | 8,397 | $1.5M | No change |
| JNJ Johnson & Johnson | 0.42% | 9,271 | $1.5M | Add +1.6% |
| SYK Stryker Corp. | 0.40% | 3,968 | $1.4M | Reduce -0.1% |
| PG The Procter & Gamble Co. | 0.38% | 7,988 | $1.4M | Add +2.1% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.38% | 32,876 | $1.4M | Add +23.2% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.38% | 18,885 | $1.4M | No change |
| PRF Invesco Rafi US 1000 ETF | 0.35% | 31,355 | $1.3M | Reduce -0.2% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.35% | 18,049 | $1.2M | Reduce -6.6% |
| GOOGL Alphabet Inc. Class A | 0.34% | 7,474 | $1.2M | Reduce -1.0% |
| EW Edwards Lifesciences Corp. | 0.33% | 18,038 | $1.2M | Add +915.1% |
| ACN Accenture PLC Class A | 0.32% | 3,289 | $1.2M | Add +0.6% |
| AMZN Amazon.com Inc. | 0.32% | 6,219 | $1.2M | Reduce -0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.32% | 5,147 | $1.1M | Add +0.2% |
| IWF iShares Russell 1000 Growth | 0.31% | 3,005 | $1.1M | Reduce -5.8% |
| NUSC Nuveen ESG Small-Cap ETF | 0.28% | 23,480 | $1.0M | No change |
| PEP Pepsico Inc. | 0.27% | 5,691 | $968K | Reduce -11.6% |
| ABBV Abbvie Inc. | 0.26% | 4,792 | $946K | Reduce -5.9% |
| ORCL Oracle Corp. | 0.26% | 5,496 | $937K | Reduce -1.3% |
| AVGO Broadcom Inc. | 0.25% | 5,287 | $912K | Reduce -2.6% |
| GE General Electric filed as GE AEROSPACE | 0.25% | 4,828 | $910K | Add +116.8% |
| CSCO Cisco Systems Inc. | 0.25% | 17,001 | $905K | Reduce -1.3% |
| GOOG Alphabet Inc. Class C | 0.25% | 5,409 | $904K | Reduce -4.9% |
| VOO Vanguard S&P 500 ETF | 0.24% | 1,628 | $859K | Add +2.6% |
| LLY Eli Lilly & Co. | 0.24% | 966 | $856K | Add +3.2% |
| CAT Caterpillar Inc. | 0.24% | 2,188 | $856K | Add +1.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 1,423 | $816K | Reduce -7.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.22% | 4,486 | $779K | Add +147.8% |
| NUMV Nuveen ESG Mid-Cap Value ETF | 0.21% | 20,967 | $772K | Add +5.3% |
| QDF NT Qual Div ETF | 0.21% | 10,482 | $752K | Reduce -14.7% |
| CVX Chevron Corp. | 0.21% | 5,040 | $742K | Add +0.5% |
| XLI SS Industrial Select Sector | 0.20% | 5,428 | $735K | Reduce -2.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.20% | 8,690 | $723K | Reduce -2.7% |
| IVV iShares Core S&P 500 ETF | 0.20% | 1,251 | $722K | Reduce -7.5% |
| V Visa Inc. Class A | 0.20% | 2,612 | $718K | Add +1.6% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.19% | 19,145 | $678K | Add +11.1% |
| BAX Baxter International Inc. | 0.19% | 17,615 | $669K | Add +2544.9% |
| MRK Merck & Co. Inc. | 0.18% | 5,861 | $666K | Reduce -6.2% |
| WMT Walmart Inc. | 0.18% | 8,144 | $658K | Reduce -9.6% |
| BSMU Invesco Bulletshares 2030 MB | 0.18% | 29,105 | $645K | Add +19.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 1,291 | $630K | Add +34.5% |
| KO The Coca-Cola Co. | 0.17% | 8,635 | $621K | Reduce -2.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.17% | 15,452 | $613K | Reduce -1.9% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.17% | 4,775 | $613K | Add +45.8% |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.17% | 15,836 | $604K | No change |
| BND Vanguard Total Bond Market | 0.17% | 8,043 | $604K | Add +2.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.17% | 6,198 | $596K | Reduce -3.1% |
| BSMS Invesco Bulletshares 2028 MB | 0.16% | 24,705 | $583K | Add +18.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 2,045 | $579K | Add +39.8% |
| LOW Lowe's Cos Inc. | 0.16% | 2,128 | $576K | Reduce -0.2% |
| AEP American Electric Power | 0.16% | 5,506 | $565K | Add +510.4% |
| CRM Salesforce Inc. | 0.16% | 2,052 | $562K | Add +9.4% |
| ESGD iShares Trust iShares ESG Aw | 0.16% | 6,631 | $558K | Reduce -0.1% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.15% | 5,130 | $558K | No change |
| RTX RTX Corp. | 0.15% | 4,582 | $555K | Reduce -3.0% |
| ESGE iShares Inc. iShares ESG Awar | 0.15% | 15,162 | $552K | Reduce -2.9% |
| MCD McDonald's Corp. | 0.15% | 1,810 | $551K | Add +4.3% |
| MS Morgan Stanley | 0.15% | 5,069 | $528K | Reduce -2.3% |
| META Meta Platforms Inc. Class A | 0.14% | 908 | $520K | Add +8.7% |
| UNP Union Pacific Corp. | 0.14% | 2,079 | $512K | Add +15.3% |
| BSMW Invesco Bulletshares 2032 MB | 0.14% | 19,580 | $502K | Add +4.2% |
| ABT Abbott Laboratories | 0.14% | 4,379 | $499K | Add +0.5% |
| DXJ Wisdomtree Japan Hedged Eq | 0.14% | 4,666 | $495K | Reduce -0.6% |
| CVS CVS Health Corp. | 0.14% | 7,815 | $491K | Add +187.8% |
| XLK SS Technology Select Sector | 0.14% | 2,166 | $489K | No change |
| BSMR Invesco Bulletshares 2027 MB | 0.14% | 20,610 | $488K | Add +27.7% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.14% | 10,310 | $487K | Reduce -4.0% |
| BSMT Invesco Bulletshares 2029 MB | 0.13% | 20,440 | $476K | Add +4.0% |
| JVAL JPMorgan US Value Factor ETF | 0.13% | 10,890 | $474K | Add +22.2% |
| EWX State Street SPDR S&P Emergi | 0.13% | 7,495 | $468K | Add +1.6% |
| IMCG iShares Morningstar Mid-Cap | 0.13% | 6,375 | $465K | Add +50.5% |
| ANET Arista Networks Inc. | 0.13% | 1,210 | $464K | New |
| BSMV Invesco Bulletshares 2031 MB | 0.13% | 21,665 | $462K | Add +13.4% |
| MDLZ Mondelez International Inc. Class A | 0.13% | 6,145 | $453K | Reduce -0.1% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.12% | 16,502 | $436K | Add +15.9% |
| MUB iShares National Muni Bond E | 0.12% | 3,958 | $430K | Reduce -5.5% |
| BSSX Invesco Bulletshares 2033 MB | 0.12% | 16,200 | $427K | Add +26.0% |
| VONV Vanguard Russell 1000 Value | 0.12% | 4,970 | $414K | Reduce -15.9% |
| IDXX Idexx Laboratories Inc. | 0.11% | 808 | $408K | Add +0.6% |
| ED Consolidated Edison Inc. | 0.11% | 3,871 | $403K | Add +2.1% |
| XLP SS Consumer Staples Sel Sect | 0.11% | 4,844 | $402K | Reduce -18.7% |
| SHW The Sherwin-Williams Co. | 0.11% | 1,046 | $399K | Add +0.6% |
| RSPT Invesco S&P 500 Equal Weight | 0.11% | 10,545 | $398K | Reduce -4.2% |
| MCO Moody's Corp. | 0.11% | 816 | $387K | No change |
| AMGN Amgen Inc. | 0.11% | 1,199 | $386K | Add +0.3% |
| UL Unilever PLC | 0.11% | 5,931 | $385K | Reduce -4.4% |
| DELL Dell Technologies -C | 0.11% | 3,231 | $383K | Add +0.0% |
| CL Colgate-Palmolive Co. | 0.10% | 3,473 | $361K | Add +0.2% |
| OTIS Otis Worldwide Corp. | 0.10% | 3,466 | $360K | Add +0.1% |
| DGRO iShares Core Dividend Growth | 0.10% | 5,716 | $358K | Reduce -36.8% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.10% | 9,572 | $358K | No change |
| SCHW Schwab (charles) Corp. | 0.10% | 5,460 | $354K | Reduce -0.1% |
| AVY Avery Dennison Corp. | 0.10% | 1,600 | $353K | No change |
| SAP Sap SE-Sponsored ADR | 0.10% | 1,540 | $353K | Reduce -48.7% |
| XLV SS Health Care Select Sector | 0.10% | 2,277 | $351K | Reduce -5.2% |
| BSMQ Invesco Bulletshares 2026 MB | 0.10% | 14,645 | $348K | Add +27.0% |
| XLF SS Financial Select Sector | 0.10% | 7,669 | $348K | Reduce -13.3% |
| NUEM Nuveen ESG Emerging Markets | 0.10% | 11,175 | $347K | No change |
| QCOM Qualcomm Inc. | 0.09% | 1,979 | $337K | Reduce -2.4% |
| VTC Vanguard Total Corporate BND | 0.09% | 4,212 | $334K | New |
| TT Trane Technologies PLC | 0.09% | 839 | $326K | Add +4.9% |
| IJH iShares Core S&P Midcap ETF | 0.09% | 5,199 | $324K | Reduce -0.0% |
| PM Philip Morris International | 0.09% | 2,661 | $323K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.09% | 2,707 | $322K | Reduce -1.6% |
| NVS Novartis AG-Sponsored ADR | 0.09% | 2,783 | $320K | Add +4.5% |
| ELV Elevance Health Inc. | 0.09% | 606 | $315K | Reduce -10.2% |
| TD Toronto-Dominion Bank | 0.09% | 4,970 | $314K | Add +105.5% |
| COP Conocophillips | 0.09% | 2,926 | $308K | Reduce -0.7% |
| GEV GE Vernova Inc. | 0.09% | 1,202 | $306K | Add +124.3% |
| IMCB iShares Morningstar Mid-Cap | 0.08% | 3,985 | $303K | Reduce -1.6% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.08% | 1,661 | $296K | No change |
| COST Costco Wholesale Corp. | 0.08% | 333 | $295K | Add +113.5% |
| MMM 3M Co. | 0.08% | 2,148 | $294K | Reduce -7.7% |
| GD General Dynamics Corp. | 0.08% | 958 | $290K | Reduce -12.5% |
| STN Stantec Inc. | 0.08% | 3,499 | $281K | Add +0.8% |
| CAH Cardinal Health Inc. | 0.08% | 2,541 | $281K | New |
| UNH Unitedhealth Group Inc. | 0.08% | 480 | $281K | Add +12.9% |
| PZA Invesco National Amt-Free Mu | 0.08% | 11,605 | $280K | No change |
| FSLR First Solar Inc. | 0.08% | 1,101 | $275K | Add +0.8% |
| IJR iShares Core S&P Small-Cap E | 0.08% | 2,323 | $272K | Reduce -0.3% |
| IBDU iShares Ibonds Dec 2029 Term | 0.07% | 11,360 | $267K | Add +4.1% |
| LRCX Lam Research Corp. | 0.07% | 327 | $267K | Add +12.0% |
| CARR Carrier Global Corp. | 0.07% | 3,265 | $263K | Reduce -0.0% |
| AMAT Applied Materials Inc. | 0.07% | 1,298 | $262K | Reduce -4.1% |
| CLX Clorox Company | 0.07% | 1,561 | $254K | Add +0.8% |
| TSLA Tesla Inc. | 0.07% | 970 | $254K | Reduce -1.7% |
| ZTS Zoetis Inc. | 0.07% | 1,299 | $254K | New |
| CI The Cigna Group | 0.07% | 732 | $254K | Add +1.1% |
| HPQ HP Inc. | 0.07% | 7,034 | $252K | Add +0.2% |
| DE Deere & Co. | 0.07% | 601 | $251K | Add +0.3% |
| RELX Relx PLC - Spon ADR | 0.07% | 5,270 | $250K | Add +3.1% |
| YUM Yum! Brands Inc. | 0.07% | 1,785 | $249K | Add +0.2% |
| BSMP Invesco Bulletshares 2025 MB | 0.07% | 10,170 | $249K | Add +22.9% |
| VRSK Verisk Analytics Inc. | 0.07% | 927 | $248K | No change |
| SONY Sony Group Corp. - SP ADR | 0.07% | 2,572 | $248K | Add +7.8% |
| VZ Verizon Communications Inc. | 0.07% | 5,467 | $246K | Add +1.4% |
| MDT Medtronic PLC | 0.07% | 2,722 | $245K | Reduce -1.5% |
| NKE Nike Inc. Class B | 0.07% | 2,759 | $244K | Add +1.4% |
| VT Vanguard Tot World STK ETF | 0.07% | 1,999 | $239K | Reduce -1.7% |
| BMY Bristol-Myers Squibb Co. | 0.07% | 4,610 | $239K | Add +7.3% |
| NFLX Netflix Inc. | 0.07% | 335 | $238K | Add +0.6% |
| IWD iShares Russell 1000 Value E | 0.07% | 1,250 | $237K | No change |
| MA Mastercard Inc. Class A | 0.07% | 475 | $235K | Add +3.7% |
| BN Brookfield Corp. | 0.06% | 4,342 | $231K | No change |
| GS Goldman Sachs Group Inc. | 0.06% | 466 | $231K | Reduce -1.9% |
| IBDX iShares Ibonds Dec 2032 TC | 0.06% | 8,768 | $225K | Add +5.0% |
| IWO iShares Russell 2000 Growth | 0.06% | 790 | $224K | No change |
| AFL Aflac Inc. | 0.06% | 1,979 | $221K | No change |
| IBDR iShares Ibonds Dec 2026 Term | 0.06% | 9,105 | $221K | No change |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.06% | 8,965 | $218K | No change |
| IBDT iShares Ibonds Dec 2028 ETF | 0.06% | 8,515 | $217K | No change |
| LNT Alliant Energy Corp. | 0.06% | 3,577 | $217K | Reduce -0.1% |
| ITW Illinois Tool Works | 0.06% | 813 | $213K | No change |
| GLW Corning Inc. | 0.06% | 4,706 | $212K | No change |
| IBDQ iShares Ibonds Dec 2025 Term | 0.06% | 8,350 | $210K | Add +9.7% |
| TAK Takeda Pharmaceutic-SP ADR | 0.06% | 14,608 | $208K | Add +863.0% |
| A Agilent Technologies Inc. | 0.06% | 1,397 | $207K | Add +0.9% |
| TRI Thomson Reuters Corp. | 0.06% | 1,203 | $205K | Add +1.3% |
| EEMA iShares MSCI Emerg MRKT Asia | 0.06% | 2,570 | $201K | Add +6.6% |
| XYL Xylem Inc. | 0.06% | 1,491 | $201K | Add +0.3% |
| HON Honeywell International Inc. | 0.06% | 972 | $201K | Reduce -0.5% |
| NSC Norfolk Southern Corp. | 0.06% | 807 | $201K | Add +69.2% |
| TGT Target Corp. | 0.06% | 1,276 | $199K | Add +0.9% |
| MFG Mizuho Financial Group-ADR | 0.06% | 47,569 | $199K | Add +1.8% |
| VXUS Vanguard Total Intl Stock | 0.06% | 3,058 | $198K | Reduce -1.2% |
| GM General Motors Co. | 0.05% | 4,406 | $198K | Reduce -1.1% |
| TMO Thermo Fisher Scientific Inc. | 0.05% | 318 | $197K | Add +6.0% |
| FLOT iShares Floating Rate Bond E | 0.05% | 3,780 | $193K | Reduce -25.1% |
| BA The Boeing Co. | 0.05% | 1,240 | $189K | Reduce -0.4% |
| TRV The Travelers Cos Inc. | 0.05% | 802 | $188K | Add +75.5% |
| WEC WEC Energy Group Inc. | 0.05% | 1,949 | $187K | No change |
| DHR Danaher Corp. | 0.05% | 670 | $186K | Add +0.5% |
| IXN iShares Global Tech ETF | 0.05% | 2,253 | $186K | No change |
| T AT&T Inc. | 0.05% | 8,375 | $184K | Add +4.7% |
| EMR Emerson Electric Co. | 0.05% | 1,681 | $184K | Reduce -0.4% |
| AVSD Avantis Reps Intern Equi ETF | 0.05% | 3,030 | $184K | New |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.05% | 3,357 | $183K | Add +7.3% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.05% | 8,615 | $183K | Add +6.2% |
| DGX Quest Diagnostics Inc. | 0.05% | 1,175 | $182K | No change |
| IPAC iShares Core MSCI Pacific Et | 0.05% | 2,710 | $180K | Add +16.8% |
| SYY Sysco Corp. | 0.05% | 2,310 | $180K | No change |
| PSX Phillips 66 | 0.05% | 1,368 | $180K | No change |
| SHEL Shell PLC-ADR | 0.05% | 2,725 | $180K | Reduce -1.6% |
| BSMO Invesco Bulletshares 2024 MB | 0.05% | 7,240 | $180K | Add +10.2% |
| HEDJ Wisdomtree Europe Hedged Equ | 0.05% | 4,000 | $180K | No change |
| UPS United Parcel Service Class B | 0.05% | 1,290 | $176K | Add +2.9% |
| AON Aon PLC Class A | 0.05% | 500 | $173K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.05% | 1,448 | $172K | Reduce -19.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.05% | 3,353 | $171K | Reduce -28.3% |
| VTIP Vanguard Short-Term Tips | 0.05% | 3,467 | $171K | Reduce -69.5% |
| AXP American Express Co. | 0.05% | 622 | $169K | Reduce -11.3% |
| NDSN Nordson Corp. | 0.05% | 638 | $168K | Add +4.9% |
| BDX Becton Dickinson and Co. | 0.05% | 693 | $167K | Add +16.5% |
| GSK GSK PLC-Spon ADR | 0.05% | 4,032 | $165K | Add +6.7% |
| NOW ServiceNow Inc. | 0.05% | 184 | $165K | Add +15.7% |
| ECL Ecolab Inc. | 0.05% | 643 | $164K | Reduce -1.5% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.05% | 7,405 | $164K | Add +6.9% |
| MID American Century Mid Cap Gro | 0.05% | 2,675 | $164K | No change |
| XLC SS Comm Select Sector SPDR | 0.05% | 1,813 | $164K | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.04% | 3,788 | $159K | Reduce -0.2% |
| MCK McKesson Corp. | 0.04% | 320 | $158K | Reduce -0.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.04% | 332 | $154K | Add +0.9% |
| ADP Automatic Data Processing | 0.04% | 552 | $153K | Add +12.2% |
| GEHC GE Healthcare Technology | 0.04% | 1,612 | $151K | Add +117.5% |
| EFG iShares MSCI Eafe Growth ETF | 0.04% | 1,398 | $150K | Reduce -3.8% |
| VRSN Verisign Inc. | 0.04% | 785 | $149K | Add +2.2% |
| IPG Interpublic Group of Cos Inc. | 0.04% | 4,671 | $148K | Add +1.4% |
| IVW iShares S&P 500 Growth ETF | 0.04% | 1,536 | $147K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.04% | 732 | $147K | Reduce -43.6% |
| IWV iShares Russell 3000 ETF | 0.04% | 443 | $145K | No change |
| IBDP iShares Ibonds Dec 2024 Term | 0.04% | 5,715 | $144K | Add +7.4% |
| TM Toyota Motor Corp. -Spon ADR | 0.04% | 793 | $142K | Reduce -0.3% |
| OXY Occidental Petroleum Corp. | 0.04% | 2,699 | $139K | Reduce -4.6% |
| ADI Analog Devices Inc. | 0.04% | 602 | $139K | No change |
| IWN iShares Russell 2000 Value E | 0.04% | 826 | $138K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.04% | 1,743 | $136K | Add +11.9% |
| NEE Nextera Energy Inc. | 0.04% | 1,605 | $136K | Add +1.4% |
| BP BP PLC-Spons ADR | 0.04% | 4,284 | $134K | Reduce -7.8% |
| RRX Regal Rexnord Corp. | 0.04% | 800 | $133K | Add +2.6% |
| ADBE Adobe Inc. | 0.04% | 255 | $132K | Add +34.2% |
| ASR Grupo Aeroportuario Sur-ADR | 0.04% | 457 | $129K | Add +1.1% |
| PAYX Paychex Inc. | 0.04% | 957 | $128K | No change |
| TXN Texas Instruments Inc. | 0.04% | 614 | $127K | Add +5.1% |
| C Citigroup Inc. | 0.03% | 1,992 | $125K | Add +0.8% |
| RBA RB Global Inc. | 0.03% | 1,542 | $124K | Add +1.4% |
| CMCSA Comcast Corp. Class A | 0.03% | 2,959 | $124K | Add +44.1% |
| IUSG iShares Core S&P U.S. Growth | 0.03% | 930 | $123K | No change |
| MO Altria Group Inc. | 0.03% | 2,386 | $122K | Add +8.3% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 0.03% | 1,505 | $121K | Reduce -7.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.03% | 145 | $121K | Reduce -11.0% |
| AVSE Avantis Resp Emerg MKTS Eq-E | 0.03% | 2,160 | $119K | Add +9.6% |
| F Ford Motor Co. filed as FORD MTR CO | 0.03% | 11,294 | $119K | Reduce -14.9% |
| DUK Duke Energy Corp. | 0.03% | 1,033 | $119K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.03% | 444 | $119K | No change |
| FLRN SS SPDR BB Ig Float RT ETF | 0.03% | 3,825 | $118K | Reduce -22.1% |
| RY Royal Bank of Canada | 0.03% | 945 | $118K | Add +9.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.03% | 1,000 | $118K | No change |
| CEF Sprott Physical Gold and Sil | 0.03% | 4,740 | $116K | No change |
| XPO Xpo Inc. | 0.03% | 1,075 | $116K | No change |
| LULU Lululemon Athletica Inc. | 0.03% | 421 | $114K | Add +4.5% |
| LHX L3HARRIS Technologies Inc. | 0.03% | 480 | $114K | No change |
| LYG Lloyds Banking Group PLC-ADR | 0.03% | 36,535 | $114K | Add +4.4% |
| XLE SS Energy Select Sector | 0.03% | 1,271 | $112K | No change |
| DOC Healthpeak Properties Inc. | 0.03% | 4,847 | $111K | Add +9.3% |
| SPGI S&P Global Inc. | 0.03% | 213 | $110K | Add +0.5% |
| AGCO Agco Corp. | 0.03% | 1,100 | $108K | No change |
| GLD SPDR Gold Shares | 0.03% | 438 | $106K | Reduce -10.8% |
| FCX Freeport-McMoran Inc. | 0.03% | 2,132 | $106K | No change |
| EIX Edison International | 0.03% | 1,201 | $105K | Add +19.3% |
| FDS Factset Research Systems Inc. | 0.03% | 225 | $103K | No change |
| XOEX Xtrackers S&P 100 Ex Top 20 | 0.03% | 3,175 | $102K | Add +12.0% |
| RACE Ferrari NV | 0.03% | 217 | $102K | Add +13.6% |
| PSO Pearson PLC-Sponsored ADR | 0.03% | 7,509 | $102K | Add +1.3% |
| IXUS iShares Core Intl Stock ETF | 0.03% | 1,393 | $101K | No change |
| DGRW Wisdomtree U.S. Quality Divi | 0.03% | 1,215 | $101K | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.03% | 1,226 | $101K | Reduce -1.6% |
| AOS Smith (a.o.) Corp. | 0.03% | 1,123 | $101K | Reduce -0.3% |
| DAL Delta Air Lines Inc. | 0.03% | 1,973 | $100K | Reduce -61.5% |
| WY Weyerhaeuser Co. | 0.03% | 2,959 | $100K | Add +4.7% |
| INTC Intel Corp. | 0.03% | 4,212 | $99K | Reduce -8.2% |
| GPC Genuine Parts Co. | 0.03% | 697 | $97K | Reduce -28.9% |
| UDR Udr Inc. | 0.03% | 2,098 | $95K | Reduce -0.2% |
| L Loews Corp. | 0.03% | 1,200 | $95K | No change |
| ARE Alexandria Real Estate Equit | 0.03% | 789 | $94K | Add +0.6% |
| GIL Gildan Activewear Inc. | 0.03% | 1,981 | $93K | Add +0.1% |
| UNM Unum Group | 0.03% | 1,569 | $93K | Add +8.8% |
| RSP Invesco S&P 500 Equal Weight | 0.03% | 510 | $91K | No change |
| HASI Ha Sustainable Infrastructur | 0.03% | 2,645 | $91K | Add +0.1% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.03% | 283 | $91K | No change |
| WFC Wells Fargo & Co. | 0.02% | 1,575 | $89K | Reduce -10.9% |
| INTU Intuit Inc. | 0.02% | 142 | $88K | Add +42.0% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.02% | 1,940 | $88K | Add +33.1% |
| DD Dupont DE Nemours Inc. | 0.02% | 980 | $87K | No change |
| KMB Kimberly-Clark Corp. | 0.02% | 597 | $85K | No change |
| AQWA Global X Clean Water ETF | 0.02% | 4,580 | $85K | No change |
| RJF Raymond James Financial Inc. | 0.02% | 691 | $85K | Add +2.8% |
| GRMN Garmin Ltd. | 0.02% | 470 | $83K | Reduce -7.8% |
| WDC Western Digital Corp. | 0.02% | 1,207 | $82K | Reduce -6.0% |
| STLD Steel Dynamics Inc. | 0.02% | 649 | $82K | New |
| ESE Esco Technologies Inc. | 0.02% | 625 | $81K | No change |
| VTRS Viatris Inc. | 0.02% | 6,905 | $80K | Add +185.0% |
| VXF Vanguard Extended Market ETF | 0.02% | 433 | $79K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.02% | 451 | $79K | Reduce -1.7% |
| APD Air Products & Chemicals Inc. | 0.02% | 263 | $78K | Add +4.4% |
| STLA Stellantis NV | 0.02% | 5,560 | $78K | No change |
| AVIV Avantis Intl LRG Cap Val ETF | 0.02% | 1,350 | $76K | New |
| SNY Sanofi-ADR | 0.02% | 1,311 | $76K | Add +22.1% |
| DPST Dirx DLY RGNL BNK B3X ETF-Ui | 0.02% | 752 | $75K | Reduce -25.2% |
| SO The Southern Co. | 0.02% | 826 | $74K | Reduce -4.0% |
| SCHM Schwab US Mid Cap ETF | 0.02% | 894 | $74K | No change |
| CCI Crown Castle Inc. | 0.02% | 620 | $74K | Add +2.5% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.02% | 1,011 | $73K | Add +15.0% |
| IEF iShares 7-10 Year Treasury B | 0.02% | 733 | $72K | No change |
| MPC Marathon Petroleum Corp. | 0.02% | 440 | $72K | No change |
| VYM Vanguard High DVD Yield ETF | 0.02% | 559 | $72K | No change |
| WPC WP Carey Inc. | 0.02% | 1,136 | $71K | No change |
| D Dominion Energy Inc. | 0.02% | 1,210 | $70K | Add +2.2% |
| LDEM iShares ESG MSCI Em Leaders | 0.02% | 1,380 | $69K | No change |
| IR Ingersoll-Rand Inc. | 0.02% | 705 | $69K | No change |
| IEUR iShares Core MSCI Europe ETF | 0.02% | 1,135 | $69K | Add +2.7% |
| NGG National Grid PLC-SP ADR | 0.02% | 986 | $69K | Add +267.9% |
| HPE Hewlett Packard Enterprise | 0.02% | 3,323 | $68K | Add +6.2% |
| UAL United Airlines Holdings Inc. | 0.02% | 1,187 | $68K | Add +2.1% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.02% | 1,625 | $68K | Reduce -48.4% |
| BIO Bio-Rad Laboratories-A | 0.02% | 200 | $67K | No change |
| EOI Eaton Vance Enhanced Eq Incm | 0.02% | 3,248 | $66K | No change |
| NWG Natwest Group PLC -Spon ADR | 0.02% | 6,936 | $65K | Add +2.0% |
| MRSH Marsh & McLennan Cos | 0.02% | 290 | $65K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.02% | 797 | $64K | No change |
| NULC Nuveen ESG Large-Cap ETF | 0.02% | 1,380 | $64K | No change |
| NUE Nucor Corp. | 0.02% | 424 | $64K | No change |
| FBIN Fortune Brands Innovations I | 0.02% | 701 | $63K | Add +9.0% |
| KEY Keycorp | 0.02% | 3,740 | $63K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.02% | 925 | $63K | No change |
| TTE Totalenergies SE -Spon ADR | 0.02% | 969 | $63K | Add +40.4% |
| CB Chubb Ltd. | 0.02% | 215 | $62K | No change |
| FXH First Trust Health Care Alph | 0.02% | 547 | $61K | No change |
| FXO First Trust Financial Alphad | 0.02% | 1,180 | $60K | No change |
| ES Eversource Energy | 0.02% | 860 | $59K | No change |
| CAE Cae Inc. | 0.02% | 3,098 | $58K | Add +5.0% |
| DEO Diageo PLC-Sponsored ADR | 0.02% | 406 | $57K | Add +108.2% |
| GILD Gilead Sciences Inc. | 0.02% | 677 | $57K | Add +42.8% |
| GXO Gxo Logistics Inc. | 0.02% | 1,075 | $56K | No change |
| LRGE Clearbridge Large Cap Growth | 0.02% | 764 | $56K | No change |
| TLT iShares 20+ Year Treasury BD | 0.02% | 567 | $56K | No change |
| BX Blackstone Inc. | 0.02% | 363 | $56K | Add +2.3% |
| VGT Vanguard Info Tech ETF | 0.01% | 91 | $53K | No change |
| ITOT iShares Core S&P Total U.S. | 0.01% | 424 | $53K | No change |
| USB US Bancorp | 0.01% | 1,148 | $52K | Add +3.6% |
| SCHD Schwab US DVD Equity ETF | 0.01% | 621 | $52K | No change |
| AMD Advanced Micro Devices | 0.01% | 318 | $52K | Reduce -17.0% |
| TRGP Targa Resources Corp. | 0.01% | 352 | $52K | Add +15.0% |
| IEI iShares 3-7 Year Treasury Bo | 0.01% | 435 | $52K | No change |
| LMT Lockheed Martin Corp. | 0.01% | 89 | $52K | No change |
| SAN Banco Santander SA-Spon ADR | 0.01% | 10,133 | $52K | Add +2.0% |
| QQQM Invesco Nasdaq 100 ETF | 0.01% | 254 | $51K | Add +4.1% |
| GAP The Gap Inc. | 0.01% | 2,308 | $51K | Add +0.9% |
| LEN Lennar Corp. Class A | 0.01% | 271 | $51K | Add +17.8% |
| IGV iShares Expanded Tech-Softwa | 0.01% | 565 | $50K | Reduce -26.1% |
| BTI British American Tob-SP ADR | 0.01% | 1,376 | $50K | Add +12.1% |
| WMB Williams Cos Inc. | 0.01% | 1,100 | $50K | No change |
| BAM Brookfield Asset Mgmt-A | 0.01% | 1,054 | $50K | No change |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.01% | 4,866 | $50K | Add +5.6% |
| IBB iShares Biotechnology ETF | 0.01% | 340 | $50K | Reduce -1.4% |
| VWO Vanguard Ftse Emerging Marke | 0.01% | 1,034 | $49K | No change |
| SMH Vaneck Semiconductor ETF | 0.01% | 200 | $49K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.01% | 451 | $49K | No change |
| AVLV Avantis US Large Cap Value | 0.01% | 735 | $48K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.01% | 340 | $48K | Reduce -23.3% |
| JHG Janus Henderson Group PLC | 0.01% | 1,263 | $48K | Add +103.4% |
| EXC Exelon Corp. | 0.01% | 1,177 | $48K | Add +3.8% |
| EMN Eastman Chemical Co. | 0.01% | 424 | $47K | Reduce -37.0% |
| FNCL Fidelity MSCI Financial Indx | 0.01% | 743 | $47K | No change |
| ENPH Enphase Energy Inc. | 0.01% | 419 | $47K | Add +28.1% |
| BLK BlackRock Finance Inc. | 0.01% | 49 | $47K | Add +81.5% |
| KLAC KLA Corp. | 0.01% | 60 | $46K | No change |
| VEA Vanguard Ftse Developed ETF | 0.01% | 876 | $46K | No change |
| FDIS Fidelity MSCI Cons Discr Ind | 0.01% | 522 | $46K | No change |
| BHP BHP Group Ltd.-Spon ADR | 0.01% | 708 | $44K | Add +19.6% |
| LIN Linde PLC | 0.01% | 92 | $44K | Reduce -9.8% |
| XLRE SS Real Estate Select Sector | 0.01% | 975 | $44K | No change |
| XEL Xcel Energy Inc. | 0.01% | 661 | $43K | Add +24.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.01% | 671 | $42K | No change |
| NNBR NN Inc. | 0.01% | 10,822 | $42K | No change |
| PSCT Invesco S&P Smallcap Informa | 0.01% | 876 | $42K | No change |
| YUMC Yum China Holdings Inc. | 0.01% | 929 | $42K | Add +10.6% |
| XBI SS SPDR S&P Biotech ETF | 0.01% | 420 | $41K | No change |
| ADM Archer-Daniels-Midland Co. | 0.01% | 691 | $41K | Reduce -32.2% |
| ACM Aecom | 0.01% | 399 | $41K | Add +0.5% |
| HLN Haleon PLC-ADR | 0.01% | 3,848 | $41K | Add +3.4% |
| HMC Honda Motor Co. Ltd.-Spons ADR | 0.01% | 1,282 | $41K | Add +391.2% |
| GTLS Chart Industries Inc. | 0.01% | 325 | $40K | No change |
| PH Parker Hannifin Corp. | 0.01% | 63 | $40K | Add +28.6% |
| MOAT Vaneck Morningstar Wide Moat | 0.01% | 405 | $39K | No change |
| FAS Dirx DLY Finacial B3X ETF-Ui | 0.01% | 300 | $39K | New |
| AMCR Amcor PLC | 0.01% | 3,399 | $39K | Add +0.5% |
| BKNG Booking Holdings Inc. | 0.01% | 9 | $38K | Add +80.0% |
| VNQ Vanguard Real Estate ETF | 0.01% | 387 | $38K | No change |
| SLF Sun Life Financial Inc. | 0.01% | 650 | $38K | Add +124.9% |
| WM Waste Management Inc. | 0.01% | 179 | $37K | No change |
| ZION Zions Bancorp NA | 0.01% | 784 | $37K | Reduce -0.4% |
| IVE iShares S&P 500 Value ETF | 0.01% | 186 | $37K | Reduce -33.3% |
| CSX CSX Corp. | 0.01% | 1,045 | $36K | Add +348.5% |
| EBAY eBay Inc. | 0.01% | 553 | $36K | No change |
| COIN Coinbase Global Inc. Class A | 0.01% | 200 | $36K | No change |
| SOLV Solventum Corp. | 0.01% | 507 | $35K | Reduce -10.9% |
| NXPI NXP Semiconductors NV | 0.01% | 147 | $35K | Add +37.4% |
| IX Orix - Sponsored ADR filed as ORIX CORP | 0.01% | 299 | $35K | Add +15.4% |
| NUDV Nuveen ESG Dividend ETF | 0.01% | 1,170 | $35K | Add +48.1% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.01% | 521 | $35K | Reduce -11.8% |
| EVUS iShares ESG Aw MSCI US Value | 0.01% | 1,150 | $34K | Add +48.4% |
| FDL First Trust Morn DVD Lead Inc. | 0.01% | 800 | $34K | No change |
| CP Canadian Pacific Kansas City | 0.01% | 392 | $34K | Add +246.9% |
| HAL Halliburton Co. | 0.01% | 1,152 | $33K | Add +2.4% |
| ISRG Intuitive Surgical Inc. | 0.01% | 68 | $33K | Reduce -84.2% |
| PAVE Global X US Infrastructure | 0.01% | 800 | $33K | Reduce -38.5% |
| EFX Equifax Inc. | 0.01% | 111 | $33K | No change |
| LAMR Lamar Advertising Co. Class A | 0.01% | 240 | $32K | No change |
| LAD Lithia Motors Inc. | 0.01% | 100 | $32K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.01% | 133 | $32K | No change |
| CTLP Cantaloupe Inc. | 0.01% | 4,250 | $31K | No change |
| JXI iShares Global Utilities ETF | 0.01% | 444 | $31K | Reduce -32.1% |
| WTRG Essential Utilities Inc. | 0.01% | 813 | $31K | No change |
| GSLC Goldman Activebeta US LC ETF | 0.01% | 275 | $31K | No change |
| IGPT Invesco AI and Next Gen Soft | 0.01% | 681 | $31K | No change |
| SHOP Shopify Inc. Class A | 0.01% | 379 | $30K | Add +13.1% |
| PKW Invesco Buyback Achievers Et | 0.01% | 264 | $30K | No change |
| RXO Rxo Inc. | 0.01% | 1,075 | $30K | No change |
| PYPL PayPal Holdings Inc. | 0.01% | 385 | $30K | Add +6.1% |
| XJH Ishare ESG SS S&P Midcap ETF | 0.01% | 700 | $30K | New |
| ESNT Essent Group Ltd. | 0.01% | 457 | $29K | Add +36.8% |
| MFC Manulife Financial Corp. | 0.01% | 979 | $29K | Reduce -8.7% |
| CTAS Cintas Corp. | 0.01% | 137 | $28K | Add +48.9% |
| CHD Church & Dwight Co. Inc. | 0.01% | 268 | $28K | No change |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM | 0.01% | 449 | $28K | Add +36.5% |
| IVLU iShares MSCI International V | 0.01% | 925 | $27K | No change |
| SAM Boston Beer Company Inc. Class A | 0.01% | 94 | $27K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.01% | 472 | $27K | No change |
| AVUV Avantis US Small Cap Value | 0.01% | 281 | $27K | Add +4583.3% |
| UTHR United Therapeutics Corp. | 0.01% | 75 | $27K | No change |
| MELI MercadoLibre Inc. | 0.01% | 13 | $27K | No change |
| WST West Pharmaceutical Services | 0.01% | 88 | $26K | Reduce -5.4% |
| KEYS Keysight Technologies Inc. | 0.01% | 166 | $26K | No change |
| PSCH Invesco S&P Smallcap Health | 0.01% | 567 | $26K | No change |
| INDL Dir DLY MSCI Ind B2X ETF-Usd | 0.01% | 345 | $26K | New |
| CTSH Cognizant Tech Solutions-A | 0.01% | 337 | $26K | Add +127.7% |
| KMI Kinder Morgan Inc. | 0.01% | 1,172 | $26K | No change |
| FTV Fortive Corp. | 0.01% | 326 | $26K | Reduce -3.8% |
| AIG American International Group | 0.01% | 347 | $25K | Reduce -0.3% |
| XJR Ishr ESG SS S&P Smal-Cap-Usd | 0.01% | 600 | $25K | No change |
| JCI Johnson Controls Internation | 0.01% | 322 | $25K | Reduce -2.7% |
| TEL Te Connectivity PLC | 0.01% | 165 | $25K | Add +11.5% |
| MET Metlife Inc. | 0.01% | 299 | $25K | Add +15.9% |
| E Eni SPA-Sponsored ADR | 0.01% | 809 | $25K | Reduce -12.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.01% | 146 | $24K | No change |
| PSCF Invesco S&P Smallcap Financi | 0.01% | 437 | $24K | No change |
| GL Globe Life Inc. | 0.01% | 225 | $24K | Add +106.4% |
| SMFG Sumitomo Mitsui-Spons ADR | 0.01% | 1,876 | $24K | Reduce -0.1% |
| AMTB Amerant Bancorp Inc. | 0.01% | 1,096 | $23K | No change |
| DOX Amdocs Ltd. | 0.01% | 267 | $23K | No change |
| DFS Discover Financial Services | 0.01% | 166 | $23K | No change |
| SYF Synchrony Financial | 0.01% | 457 | $23K | Add +210.9% |
| SOXL Direx Dail Semi Bu 3X Et-Usd | 0.01% | 620 | $23K | Reduce -44.6% |
| VLTO Veralto Corp. | 0.01% | 200 | $22K | No change |
| LEA Lear Corp. | 0.01% | 201 | $22K | New |
| FCOR Fidelity Corporate Bond ETF | 0.01% | 439 | $21K | New |
| EME Emcor Group Inc. | 0.01% | 49 | $21K | Reduce -62.0% |
| ETR Entergy Corp. | 0.01% | 160 | $21K | Add +30.1% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.01% | 194 | $21K | No change |
| CNI Canadian Natl Railway Co. | 0.01% | 177 | $21K | Reduce -26.6% |
| CMI Cummins Inc. | 0.01% | 64 | $21K | Add +28.0% |
| DVY iShares Select Dividend ETF | 0.01% | 152 | $21K | Reduce -34.5% |
| MSM MSC Industrial Direct Co. Class A | 0.01% | 238 | $20K | Add +24.0% |
| EFA iShares MSCI Eafe ETF | 0.01% | 242 | $20K | Reduce -85.6% |
| PII Polaris Inc. | 0.01% | 243 | $20K | Reduce -1.2% |
| GBTC Grayscale Bitcoin Trust ETF | 0.01% | 400 | $20K | No change |
| DFLV Dim US Large Cap Value ETF | 0.01% | 655 | $20K | New |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.01% | 200 | $20K | No change |
| GNTX Gentex Corp. | 0.01% | 668 | $20K | New |
| HIG Hartford Insurance Group Inc. | 0.01% | 168 | $20K | Add +110.0% |
| GIS General Mills Inc. | 0.01% | 264 | $19K | Add +23.4% |
| GTY Getty Realty Corp. | 0.01% | 607 | $19K | No change |
| CTVA Corteva Inc. | 0.01% | 315 | $19K | Reduce -26.2% |
| ALB Albemarle Corp. | 0.01% | 194 | $18K | Add +1392.3% |
| WAB Wabtec Corp. | 0.01% | 101 | $18K | Add +339.1% |
| EVRG Evergy Inc. | 0.01% | 296 | $18K | Add +179.3% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.01% | 150 | $18K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.01% | 130 | $18K | No change |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.01% | 538 | $18K | Add +132.9% |
| FAST Fastenal Co. | 0.01% | 250 | $18K | Add +0.4% |
| OMC Omnicom Group | 0.00% | 170 | $18K | Add +41.7% |
| KD Kyndryl Holdings Inc. | 0.00% | 764 | $18K | Reduce -0.1% |
| FIS Fidelity National Info Serv | 0.00% | 209 | $18K | No change |
| CRH CRH PLC | 0.00% | 188 | $17K | Reduce -32.9% |
| QTEC First Trust Nasdq 100 Tech I | 0.00% | 91 | $17K | No change |
| ETN Eaton Corp. PLC | 0.00% | 52 | $17K | Add +73.3% |
| BBY Best Buy Co. Inc. | 0.00% | 165 | $17K | Add +150.0% |
| SM SM Energy Co. | 0.00% | 425 | $17K | Add +293.5% |
| BABA Alibaba Group Holding-SP ADR | 0.00% | 160 | $17K | No change |
| TOL Toll Brothers Inc. | 0.00% | 109 | $17K | Add +7.9% |
| ALC Alcon Inc. filed as ALCON AG | 0.00% | 168 | $17K | No change |
| XYZ Block Inc. | 0.00% | 246 | $17K | Reduce -50.5% |
| PEY Invesco High Yield Equity Di | 0.00% | 750 | $16K | No change |
| SEIC Sei Investments Company | 0.00% | 235 | $16K | Add +31.3% |
| FOXA Fox Corp. Class A | 0.00% | 384 | $16K | Reduce -0.3% |
| PID Invesco International Divide | 0.00% | 820 | $16K | Reduce -87.3% |
| QVMT Invesco S&P 500 Concentrated | 0.00% | 325 | $16K | No change |
| HEZU iShares Currency Hedged MSCI | 0.00% | 430 | $16K | No change |
| AAL American Airlines Group Inc. | 0.00% | 1,397 | $16K | Add +110.1% |
| URI United Rentals Inc. | 0.00% | 19 | $15K | Add +171.4% |
| PLD Prologis Inc. | 0.00% | 120 | $15K | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.00% | 140 | $15K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.00% | 138 | $15K | Reduce -72.9% |
| DKS Dick's Sporting Goods Inc. | 0.00% | 72 | $15K | Add +800.0% |
| PNC PNC Financial Services Group | 0.00% | 81 | $15K | Add +14.1% |
| BMI Badger Meter Inc. | 0.00% | 68 | $15K | No change |
| REGN Regeneron Pharmaceuticals | 0.00% | 14 | $15K | Reduce -12.5% |
| VFC VF Corp. | 0.00% | 729 | $15K | Reduce -2.4% |
| BMVP Invesco Bloomberg MVP Multi- | 0.00% | 300 | $14K | No change |
| PBA Pembina Pipeline Corp. | 0.00% | 350 | $14K | Add +332.1% |
| PHM Pultegroup Inc. | 0.00% | 100 | $14K | Add +117.4% |
| KHC The Kraft Heinz Co. | 0.00% | 405 | $14K | Reduce -22.9% |
| SG Sweetgreen Inc. Class A | 0.00% | 400 | $14K | No change |
| CNQ Canadian Natural Resources | 0.00% | 426 | $14K | Add +93.6% |
| AMG Affiliated Managers Group | 0.00% | 79 | $14K | Add +5.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.00% | 50 | $14K | No change |
| HSY The Hershey Co. | 0.00% | 72 | $14K | Reduce -25.0% |
| OHI Omega Healthcare Investors | 0.00% | 333 | $14K | No change |
| VLO Valero Energy Corp. | 0.00% | 100 | $14K | No change |
| DOW Dow Inc. | 0.00% | 242 | $13K | Reduce -35.6% |
| SRCE 1ST Source Corp. | 0.00% | 220 | $13K | No change |
| UBS UBS Group AG-Reg | 0.00% | 425 | $13K | Reduce -26.5% |
| VPU Vanguard Utilities ETF | 0.00% | 75 | $13K | No change |
| ADSK Autodesk Inc. | 0.00% | 47 | $13K | New |
| MCHP Microchip Technology Inc. | 0.00% | 161 | $13K | Add +15.0% |
| ABNB Airbnb Inc. Class A | 0.00% | 100 | $13K | No change |
| RILY BRC Group Holdings Inc. filed as B. RILEY FINANCIAL INC | 0.00% | 2,380 | $12K | New |
| EWBC East West Bancorp Inc. | 0.00% | 150 | $12K | No change |
| PRU Prudential Financial Inc. | 0.00% | 102 | $12K | Add +240.0% |
| BSCY Invesco Bulletshares 2034 CB | 0.00% | 580 | $12K | New |
| STKL Sunopta Inc. | 0.00% | 1,900 | $12K | No change |
| EES Wisdomtree US Smallcap Fund | 0.00% | 225 | $12K | No change |
| SWKS Skyworks Solutions Inc. | 0.00% | 119 | $12K | No change |
| PSA Public Storage | 0.00% | 32 | $12K | No change |
| MBC Masterbrand Inc. | 0.00% | 621 | $12K | Add +6.2% |
| LKQ LKQ Corp. | 0.00% | 287 | $11K | Add +112.6% |
| SNA Snap-on Inc. | 0.00% | 39 | $11K | Reduce -15.2% |
| FE Firstenergy Corp. | 0.00% | 254 | $11K | New |
| K Kellanova | 0.00% | 137 | $11K | New |
| EUFN iShares MSCI Europe Financia | 0.00% | 445 | $11K | No change |
| ALK Alaska Air Group Inc. | 0.00% | 243 | $11K | Reduce -11.6% |
| EMSF Matthews Em Sustainable | 0.00% | 385 | $11K | No change |
| ASO Academy Sports & Outdoors Inc. | 0.00% | 184 | $11K | New |
| NOBL Proshares S&P 500 Dividend A | 0.00% | 100 | $11K | No change |
| AN Autonation Inc. | 0.00% | 59 | $11K | New |
| BEN Franklin Templeton Inc. | 0.00% | 521 | $10K | New |
| VTR Ventas Inc. | 0.00% | 163 | $10K | No change |
| ILMN Illumina Inc. | 0.00% | 80 | $10K | Add +6.7% |
| SBUX Starbucks Corp. | 0.00% | 107 | $10K | No change |
| IYF iShares US Financials ETF | 0.00% | 100 | $10K | No change |
| MOS The Mosaic Co. | 0.00% | 387 | $10K | Reduce -4.4% |
| ET Energy Transfer LP | 0.00% | 640 | $10K | No change |
| SHBI Shore Bancshares Inc. | 0.00% | 733 | $10K | No change |
| WMS Advanced Drainage Systems Inc. | 0.00% | 65 | $10K | No change |
| ADMA Adma Biologics Inc. | 0.00% | 500 | $10K | No change |
| PTON Peloton Interactive Inc. Class A | 0.00% | 2,050 | $10K | No change |
| BYD Boyd Gaming Corp. | 0.00% | 148 | $10K | Reduce -43.3% |
| CAC Camden National Corp. | 0.00% | 229 | $9K | No change |
| CWCO Consolidated Water Co.-Ord SH | 0.00% | 372 | $9K | No change |
| ICE Intercontinental Exchange Inc. | 0.00% | 58 | $9K | New |
| OKE Oneok Inc. | 0.00% | 102 | $9K | New |
| HOLX Hologic Inc. | 0.00% | 114 | $9K | New |
| VMC Vulcan Materials Co. | 0.00% | 37 | $9K | No change |
| KR Kroger Co. | 0.00% | 161 | $9K | New |
| SPTS SS SPDR P St Term TSY ETF | 0.00% | 311 | $9K | No change |
| GMAB Genmab A/S -SP ADR | 0.00% | 368 | $9K | Add +214.5% |
| SU Suncor Energy Inc. | 0.00% | 233 | $9K | Add +68.8% |
| NWE Northwestern Energy Group Inc. | 0.00% | 150 | $9K | No change |
| APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC | 0.00% | 119 | $9K | Add +41.7% |
| FENY Fidelity MSCI Energy Index | 0.00% | 353 | $9K | No change |
| NYT New York Times Co. Class A | 0.00% | 150 | $8K | No change |
| XPH SS SPDR S&P Pharma ETF | 0.00% | 188 | $8K | No change |
| FREL Fidelity MSCI RL Est Indx | 0.00% | 281 | $8K | No change |
| EVGO Evgo Inc. | 0.00% | 2,000 | $8K | No change |
| UFPI Ufp Industries Inc. | 0.00% | 63 | $8K | Add +80.0% |
| PNR Pentair PLC | 0.00% | 84 | $8K | New |
| NET Cloudflare Inc. Class A | 0.00% | 100 | $8K | No change |
| NTG Tortoise Midstream Energy | 0.00% | 166 | $8K | No change |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.00% | 87 | $8K | Reduce -44.9% |
| PPL PPL Corp. | 0.00% | 236 | $8K | No change |
| EOG EOG Resources Inc. | 0.00% | 63 | $8K | Reduce -49.6% |
| AGR Avangrid Inc. | 0.00% | 216 | $8K | New |
| DECK Deckers Outdoor Corp. | 0.00% | 48 | $8K | Add +300.0% |
| KTB Kontoor Brands Inc. | 0.00% | 93 | $8K | No change |
| STX Seagate Technology Holdings | 0.00% | 69 | $8K | No change |
| COO The Cooper Cos Inc. | 0.00% | 68 | $8K | New |
| URBN Urban Outfitters Inc. | 0.00% | 195 | $7K | No change |
| JHX James Hardie Ord | 0.00% | 186 | $7K | New |
| OKTA Okta Inc. | 0.00% | 100 | $7K | No change |
| APA Apa Corp. | 0.00% | 300 | $7K | Add +74.4% |
| SPT Sprout Social Inc. Class A | 0.00% | 250 | $7K | No change |
| OGN Organon & Co. | 0.00% | 372 | $7K | Add +128.2% |
| STT State Street Corp. | 0.00% | 80 | $7K | No change |
| FBT First Trust Nyse Arca Biotec | 0.00% | 41 | $7K | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.00% | 20 | $7K | No change |
| WMK Weis Markets Inc. filed as WEIS MKTS INC | 0.00% | 100 | $7K | New |
| SCHF Schwab Intl Equity ETF | 0.00% | 165 | $7K | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.00% | 24 | $7K | No change |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.00% | 40 | $7K | No change |
| MRVL Marvell Technology Inc. | 0.00% | 93 | $7K | No change |
| EQIX Equinix Inc. | 0.00% | 7 | $6K | New |
| DOCU Docusign Inc. | 0.00% | 100 | $6K | No change |
| CME Cme Group Inc. | 0.00% | 28 | $6K | No change |
| PANW Palo Alto Networks Inc. | 0.00% | 18 | $6K | New |
| SCHB Schwab US Broad Market ETF | 0.00% | 92 | $6K | No change |
| PAYC Paycom Software Inc. | 0.00% | 37 | $6K | No change |
| SRE Sempra | 0.00% | 72 | $6K | Reduce -44.6% |
| ROKU Roku Inc. | 0.00% | 80 | $6K | No change |
| GDX Vaneck Gold Miners ETF | 0.00% | 150 | $6K | No change |
| BWA Borgwarner Inc. | 0.00% | 159 | $6K | New |
| SEDG Solaredge Technologies Inc. | 0.00% | 251 | $6K | Add +2181.8% |
| BFAM Bright Horizons Family Solut | 0.00% | 41 | $6K | New |
| AMP Ameriprise Financial Inc. | 0.00% | 12 | $6K | No change |
| TSN Tyson Foods Inc. Class A | 0.00% | 94 | $6K | New |
| PGR Progressive Corp. | 0.00% | 22 | $6K | New |
| INGR Ingredion Inc. | 0.00% | 40 | $5K | No change |
| CEG Constellation Energy | 0.00% | 21 | $5K | No change |
| IEMG iShares Core MSCI Emerging | 0.00% | 95 | $5K | No change |
| WSO Watsco Inc. | 0.00% | 11 | $5K | No change |
| NWSA News Corp. Class A | 0.00% | 200 | $5K | No change |
| EXPO Exponent Inc. | 0.00% | 46 | $5K | New |
| ACWV iShares MSCI Global Min Vol | 0.00% | 46 | $5K | No change |
| PARAA Paramount Global Class B | 0.00% | 498 | $5K | New |
| LYB Lyondellbasell Indu Class A | 0.00% | 55 | $5K | New |
| CBU Community Financial System I | 0.00% | 90 | $5K | No change |
| SCHI Schwab 5-10 Year Corporate B | 0.00% | 112 | $5K | Reduce -92.9% |
| WDS Woodside Energy Group-ADR | 0.00% | 299 | $5K | Reduce -76.2% |
| AWK American Water Works Co. Inc. | 0.00% | 34 | $5K | New |
| AOA iShares Core 80/20 Aggressiv | 0.00% | 63 | $5K | No change |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.00% | 150 | $5K | No change |
| VEEV Veeva Systems Inc. Class A | 0.00% | 23 | $5K | No change |
| CHRD Chord Energy Corp. | 0.00% | 37 | $5K | Reduce -11.9% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.00% | 63 | $5K | Add +125.0% |
| KNSL Kinsale Capital Group Inc. | 0.00% | 10 | $5K | No change |
| RCI Rogers Communications Inc. Class B | 0.00% | 112 | $5K | New |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.00% | 41 | $4K | Add +28.1% |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 400 | $4K | No change |
| NOVT Novanta Inc. | 0.00% | 25 | $4K | New |
| MUR Murphy Oil Corp. | 0.00% | 132 | $4K | New |
| HUMA Humacyte Inc. | 0.00% | 800 | $4K | Reduce -20.0% |
| SCHG Schwab US Large-Cap Growth | 0.00% | 40 | $4K | No change |
| NCLH Norwegian Cruise Line Holdin | 0.00% | 200 | $4K | No change |
| XEXGX Eaton Vance Tax-Managed Glob | 0.00% | 467 | $4K | No change |
| VNT Vontier Corp. | 0.00% | 120 | $4K | No change |
| WBD Warner Bros Discovery Inc. | 0.00% | 484 | $4K | No change |
| RHI Robert Half Inc. | 0.00% | 59 | $4K | Add +20.4% |
| CRON Cronos Group Inc. | 0.00% | 1,800 | $4K | New |
| AEM Agnico Eagle Mines Ltd. | 0.00% | 49 | $4K | No change |
| BXP BXP Inc. | 0.00% | 49 | $4K | New |
| DHI D.R. Horton Inc. | 0.00% | 20 | $4K | No change |
| AER Aercap Holdings NV | 0.00% | 40 | $4K | No change |
| BCS Barclays PLC-Spons ADR | 0.00% | 311 | $4K | No change |
| HBI Hanesbrands Inc. | 0.00% | 500 | $4K | No change |
| MU Micron Technology Inc. | 0.00% | 35 | $4K | New |
| AXON Axon Enterprise Inc. | 0.00% | 9 | $4K | New |
| SLVM Sylvamo Corp. | 0.00% | 41 | $4K | No change |
| CHKP Check Point Software Tech | 0.00% | 18 | $3K | No change |
| SMDV Proshrs RSL 2000 DVD GRW ETF | 0.00% | 50 | $3K | No change |
| EXPD Expeditors Intl Wash Inc. | 0.00% | 26 | $3K | New |
| XLY SS Consumer Disc Select Sect | 0.00% | 17 | $3K | No change |
| AEE Ameren Corporation | 0.00% | 38 | $3K | Reduce -2.6% |
| MDB Mongodb Inc. | 0.00% | 12 | $3K | No change |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.00% | 100 | $3K | No change |
| ANSS Ansys Inc. | 0.00% | 10 | $3K | Add +100.0% |
| PCAR Paccar Inc. | 0.00% | 32 | $3K | No change |
| COF Capital One Financial Corp. | 0.00% | 21 | $3K | Reduce -77.2% |
| AMARIN CORP PLC | 0.00% | 5,000 | $3K | No change |
| NVCR Novocure Ltd. | 0.00% | 200 | $3K | No change |
| TAP Molson Coors Beverage Co. Class B | 0.00% | 54 | $3K | New |
| EFT Eaton Vance Fltng RT Inc. TR | 0.00% | 240 | $3K | No change |
| CMC Commercial Metals Co. | 0.00% | 56 | $3K | New |
| BR Broadridge Financial Solutio | 0.00% | 14 | $3K | New |
| CASY Casey's General Stores Inc. | 0.00% | 8 | $3K | New |
| PCVX Vaxcyte Inc. | 0.00% | 26 | $3K | New |
| PPG PPG Industries Inc. | 0.00% | 22 | $3K | New |
| FDX FedEx Corp. | 0.00% | 10 | $3K | New |
| WPM Wheaton Precious Metals Corp. | 0.00% | 44 | $3K | New |
| EQNR Equinor ASA-Spon ADR | 0.00% | 105 | $3K | Reduce -22.2% |
| MFA Mfa Financial Inc. | 0.00% | 209 | $3K | No change |
| CYBR Cyberark Software Ltd./Israel | 0.00% | 9 | $3K | Add +28.6% |
| ICLR Icon PLC | 0.00% | 9 | $3K | No change |
| SUM Summit Materials Inc. Class A | 0.00% | 63 | $2K | New |
| HOG Harley-Davidson Inc. | 0.00% | 62 | $2K | New |
| AIZ Assurant Inc. | 0.00% | 12 | $2K | New |
| ATKR Atkore Inc. | 0.00% | 28 | $2K | New |
| NLOP Net Lease Office Property | 0.00% | 77 | $2K | Reduce -7.2% |
| WBA Walgreens Boots Alliance Inc. | 0.00% | 261 | $2K | Reduce -47.5% |
| AKAM Akamai Technologies Inc. | 0.00% | 23 | $2K | New |
| ORLY O'reilly Automotive Inc. | 0.00% | 2 | $2K | No change |
| STIM Neuronetics Inc. | 0.00% | 3,000 | $2K | No change |
| USFD US Foods Holding Corp. | 0.00% | 37 | $2K | New |
| BTC Grayscale Bitcoin Mini Trust | 0.00% | 400 | $2K | No change |
| GGB Gerdau SA -Spon ADR | 0.00% | 630 | $2K | No change |
| GVA Granite Construction Inc. | 0.00% | 27 | $2K | No change |
| RBLX Roblox Corp. Class A | 0.00% | 48 | $2K | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.00% | 2 | $2K | New |
| EVR Evercore Inc. Class A | 0.00% | 8 | $2K | No change |
| SNPS Synopsys Inc. | 0.00% | 4 | $2K | Reduce -85.7% |
| UGI Ugi Corp. | 0.00% | 80 | $2K | New |
| MRO Marathon Oil Corp. | 0.00% | 75 | $2K | Reduce -87.2% |
| FERG Ferguson Enterprises Inc. | 0.00% | 10 | $2K | New |
| SIG Signet Jewelers Ltd. | 0.00% | 19 | $2K | New |
| WSM Williams-Sonoma Inc. | 0.00% | 12 | $2K | New |
| CDMO Avid Bioservices Inc. | 0.00% | 158 | $2K | No change |
| FFIV F5 Inc. | 0.00% | 8 | $2K | New |
| EA Electronic Arts Inc. | 0.00% | 12 | $2K | New |
| WIX Wix.com Ltd. | 0.00% | 10 | $2K | No change |
| MRNA Moderna Inc. | 0.00% | 25 | $2K | Reduce -50.0% |
| SHV iShares 0-1 Year Treasury Bo | 0.00% | 15 | $2K | Reduce -96.5% |
| JLL Jones Lang Lasalle Inc. | 0.00% | 6 | $2K | New |
| RCL Royal Caribbean Cruises Ltd. | 0.00% | 9 | $2K | No change |
| BBWI Bath & Body Works Inc. | 0.00% | 49 | $2K | New |
| KMX Carmax Inc. | 0.00% | 20 | $2K | No change |
| SNOW Snowflake Inc. | 0.00% | 13 | $1K | No change |
| NUS Nu Skin Enterprises Inc. Class A | 0.00% | 200 | $1K | No change |
| NOV Nov Inc. | 0.00% | 89 | $1K | New |
| CNH CNH Industrial NV | 0.00% | 128 | $1K | New |
| TOST Toast Inc. Class A | 0.00% | 50 | $1K | No change |
| SE Sea Ltd.-ADR | 0.00% | 15 | $1K | No change |
| GRAB Grab Holdings Ltd. Class A | 0.00% | 327 | $1K | No change |
| RMD Resmed Inc. | 0.00% | 5 | $1K | No change |
| CBRE GBL REAL ESTATE INC FD | 0.00% | 183 | $1K | No change |
| AVNS Avanos Medical Inc. | 0.00% | 50 | $1K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.00% | 32 | $1K | No change |
| SCHZ Schwab US Aggregate Bond ETF | 0.00% | 25 | $1K | No change |
| DNOW Dnow Inc. | 0.00% | 87 | $1K | No change |
| ANF Abercrombie & Fitch Co. Class A | 0.00% | 8 | $1K | New |
| HUBS HubSpot Inc. | 0.00% | 2 | $1K | New |
| MTN Vail Resorts Inc. | 0.00% | 6 | $1K | New |
| EMBC Embecta Corp. | 0.00% | 74 | $1K | Add +34.5% |
| AVAV Aerovironment Inc. | 0.00% | 5 | $1K | No change |
| ELAN Elanco Animal Health Inc. | 0.00% | 68 | $999 | No change |
| HQH Abrdn Healthcare Investors | 0.00% | 53 | $987 | New |
| DBX Dropbox Inc. Class A | 0.00% | 38 | $967 | No change |
| ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS | 0.00% | 127 | $963 | Reduce -37.1% |
| BSX Boston Scientific Corp. | 0.00% | 11 | $922 | Reduce -52.2% |
| ALTM Arcadium Lithium PLC | 0.00% | 313 | $893 | Reduce -32.8% |
| NOK Nokia Corp.-Spon ADR | 0.00% | 200 | $874 | No change |
| VGLT Vanguard Long-Term Treasury | 0.00% | 14 | $861 | No change |
| MNDY Monday.com Ltd. | 0.00% | 3 | $834 | No change |
| BLD Topbuild Corp. | 0.00% | 2 | $814 | New |
| PCOR Procore Technologies Inc. | 0.00% | 13 | $803 | New |
| ADT Adt Inc. | 0.00% | 108 | $781 | New |
| AES AES Corp. | 0.00% | 36 | $723 | No change |
| TWLO Twilio Inc. Class A | 0.00% | 11 | $718 | New |
| TTEK Tetra Tech Inc. | 0.00% | 15 | $708 | New |
| PODD Insulet Corp. | 0.00% | 3 | $699 | New |
| AMT American Tower Corp. | 0.00% | 3 | $698 | New |
| GIB Cgi Inc. | 0.00% | 6 | $692 | New |
| AVUS Avantis U.S. Equity ETF | 0.00% | 7 | $690 | No change |
| LSCC Lattice Semiconductor Corp. | 0.00% | 13 | $690 | New |
| ODP The Odp Corp. filed as THE ODP CORP | 0.00% | 23 | $685 | No change |
| UBER Uber Technologies Inc. | 0.00% | 9 | $677 | No change |
| IOT Samsara Inc. Class A | 0.00% | 14 | $674 | New |
| ILCG iShares Morningstar Growth E | 0.00% | 8 | $673 | No change |
| ING ING Groep N.V.-Sponsored ADR | 0.00% | 37 | $672 | Reduce -50.7% |
| DVN Devon Energy Corp. | 0.00% | 17 | $666 | No change |
| AVDE Avantis International Equity | 0.00% | 10 | $641 | No change |
| SASR Sandy Spring Bancorp Inc. | 0.00% | 20 | $628 | Reduce -13.0% |
| AVEM Avantis Emerging Markets Eq | 0.00% | 10 | $616 | No change |
| SPSB SS SPDR P St C Corp. ETF | 0.00% | 20 | $606 | No change |
| AVDV Avantis Intl S/C Value ETF | 0.00% | 9 | $605 | No change |
| GTLB Gitlab Inc. Class A | 0.00% | 11 | $567 | New |
| ALNY Alnylam Pharmaceuticals Inc. | 0.00% | 2 | $551 | New |
| EEM iShares MSCI Emerging Market | 0.00% | 11 | $505 | No change |
| CGEN Compugen Ltd. | 0.00% | 267 | $484 | No change |
| RPV Invesco S&P 500 Pure Value E | 0.00% | 5 | $471 | No change |
| SMCI Super Micro Computer Inc. | 0.00% | 1 | $417 | Reduce -50.0% |
| BHF Brighthouse Financial Inc. | 0.00% | 9 | $406 | No change |
| WGHTQ WW International Inc. filed as WW INTL INC | 0.00% | 400 | $352 | No change |
| KLG WK Kellogg Co. | 0.00% | 20 | $343 | New |
| CC The Chemours Co. | 0.00% | 16 | $326 | No change |
| LUV Southwest Airlines Co. | 0.00% | 10 | $297 | No change |
| BIRK Birkenstock Holding PLC | 0.00% | 5 | $247 | No change |
| DOCN Digitalocean Holdings Inc. | 0.00% | 6 | $243 | No change |
| CRSP Crispr Therapeutics AG | 0.00% | 5 | $235 | No change |
| ZIMV Zimvie Inc. | 0.00% | 14 | $223 | No change |
| NKLAQ Nikola Corp. | 0.00% | 41 | $188 | No change |
| RUN Sunrun Inc. | 0.00% | 9 | $163 | No change |
| UPST Upstart Holdings Inc. | 0.00% | 4 | $161 | No change |
| CRSR Corsair Gaming Inc. | 0.00% | 18 | $126 | No change |
| SRLN SS Blackstone Sr Loan ETF | 0.00% | 3 | $126 | No change |
| PATH Uipath Inc. Class A | 0.00% | 8 | $103 | No change |
| EAGG iShares ESG Aware US Aggrega | 0.00% | 2 | $98 | No change |
| CHPT Chargepoint Holdings Inc. | 0.00% | 49 | $68 | No change |
| U Unity Software Inc. | 0.00% | 3 | $68 | No change |
| MSOS Advisorshares Pure US Cann | 0.00% | 8 | $58 | No change |
| QS Quantumscape Corp. | 0.00% | 10 | $58 | No change |
| WORKHORSE GROUP INC | 0.00% | 63 | $55 | No change |
| TIGO Millicom Intl Cellular S.A. | 0.00% | 2 | $55 | No change |
| SNDL SNDL Inc. | 0.00% | 20 | $42 | No change |
| BB Blackberry Ltd. | 0.00% | 5 | $14 | No change |
| CRNC Cerence Inc. | 0.00% | 3 | $10 | No change |
| NOVABAY PHARMACEUTICALS INC | 0.00% | 1 | $1 | No change |
| VIRX Viracta Therapeutics Inc. | 0.00% | 4 | $1 | No change |