| VIG Vanguard Dividend Apprec ETF | 4.96% | 93,802 | $18.2M | Reduce -0.3% |
| VGIT Vanguard Intermediate-Term T | 4.75% | 293,041 | $17.4M | Reduce -8.1% |
| VTIP Vanguard Short-Term Tips | 4.07% | 298,745 | $14.9M | Add +16.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.52% | 34,834 | $12.9M | Reduce -0.3% |
| VLUE iShares MSCI USA Value Facto | 3.46% | 118,882 | $12.7M | Add +2.8% |
| DFUV Dimensional US Marketwide Va | 3.44% | 306,042 | $12.6M | Add +3.0% |
| AGG iShares Core U.S. Aggregate | 2.89% | 106,957 | $10.6M | Add +5.9% |
| BNDX Vanguard Total Intl Bond ETF | 2.59% | 194,771 | $9.5M | Add +4.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 2.46% | 36,835 | $9.0M | Add +2.2% |
| IQLT iShares MSCI International Q | 2.09% | 192,704 | $7.6M | Add +3.3% |
| VIGI Vanguard Int Div App Indx FD | 1.64% | 72,466 | $6.0M | Add +1.8% |
| MSFT Microsoft Corp. | 1.60% | 15,577 | $5.8M | Reduce -6.4% |
| CGW Invesco S&P Global Water Ind | 1.54% | 101,301 | $5.6M | Add +1.7% |
| AAPL Apple Inc. | 1.50% | 24,686 | $5.5M | Reduce -3.7% |
| DFIS Dimensional International SM | 1.32% | 187,820 | $4.9M | Add +3.8% |
| SMLF iShares US Smallcap Equity F | 1.32% | 77,787 | $4.8M | Reduce -4.9% |
| BSCV Invesco Bulletshares 2031 CB | 1.25% | 281,173 | $4.6M | Add +5.8% |
| BSCW Invesco Bulletshares 2032 CB | 1.25% | 224,685 | $4.6M | Add +5.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.22% | 8,372 | $4.5M | Reduce -0.0% |
| BSCU Invesco Bulletshares 2030 CB | 1.21% | 266,797 | $4.4M | Add +6.2% |
| BSCS Invesco Bulletshares 2028 CB | 1.21% | 217,215 | $4.4M | Add +6.0% |
| BSCT Invesco Bulletshares 2029 CB | 1.19% | 236,003 | $4.4M | Add +6.3% |
| BSCR Invesco Bulletshares 2027 CB | 1.18% | 220,936 | $4.3M | Add +5.8% |
| BSCX Invesco Bulletshares 2033 CB | 1.17% | 206,097 | $4.3M | Add +2.4% |
| BSCQ Invesco Bulletshares 2026 CB | 1.17% | 220,077 | $4.3M | Add +5.6% |
| LRGF iShares US Equity Factor ETF | 1.09% | 69,296 | $4.0M | Reduce -3.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.09% | 5 | $4.0M | New |
| BSCP Invesco Bulletshares 2025 CB | 1.04% | 183,774 | $3.8M | Add +0.4% |
| USFR Wisdomtree Floating Rate Tre | 1.01% | 73,463 | $3.7M | Add +100.9% |
| DFIV Dimensional International Va | 1.00% | 93,290 | $3.7M | Add +3.5% |
| VGK Vanguard Ftse Europe ETF | 1.00% | 52,198 | $3.7M | Add +1.3% |
| SCHR Schwab Intermediate-Term US | 0.94% | 139,156 | $3.5M | Add +10.0% |
| DFSI Dimensional Int Sus COR1 ETF | 0.82% | 86,646 | $3.0M | Add +4.5% |
| DFSU Dimensional US Sus CORE1 ETF | 0.77% | 78,598 | $2.8M | Add +0.9% |
| BSCY Invesco Bulletshares 2034 CB | 0.71% | 126,244 | $2.6M | Add +60.0% |
| DGS Wisdomtree Em Small Cap | 0.67% | 51,030 | $2.5M | Add +1.1% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.67% | 89,204 | $2.4M | Reduce -1.6% |
| XOM Exxon Mobil Corp. | 0.66% | 20,290 | $2.4M | Reduce -2.0% |
| VPL Vanguard Ftse Pacific ETF | 0.66% | 33,273 | $2.4M | Add +1.5% |
| NVDA Nvidia Corp. | 0.59% | 20,084 | $2.2M | Add +2.9% |
| JPM JPMorgan Chase & Co. | 0.58% | 8,615 | $2.1M | Reduce -1.6% |
| GMF State Street SPDR S&P Emergi | 0.56% | 17,745 | $2.1M | Add +2.7% |
| IAGG iShares Intl Aggregate Bond | 0.50% | 36,508 | $1.8M | Add +15.3% |
| FISV Fiserv Inc. | 0.49% | 8,199 | $1.8M | Add +0.5% |
| DFAT Dimensional US Target Value | 0.47% | 33,707 | $1.7M | Reduce -6.3% |
| ESGV Vanguard ESG US Stock ETF | 0.47% | 17,684 | $1.7M | Reduce -28.3% |
| VSGX Vanguard ESG Intl Stock ETF | 0.43% | 26,551 | $1.6M | Reduce -20.1% |
| ESML iShares ESG Aware MSCI USA S | 0.42% | 40,205 | $1.5M | Reduce -5.7% |
| HD Home Depot Inc. | 0.42% | 4,206 | $1.5M | Reduce -0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.41% | 5,811 | $1.5M | Reduce -0.3% |
| JNJ Johnson & Johnson | 0.40% | 8,836 | $1.5M | Add +1.6% |
| SYK Stryker Corp. | 0.39% | 3,853 | $1.4M | Reduce -4.7% |
| SUSA iShares ESG Optimized MSCI U | 0.38% | 12,227 | $1.4M | Reduce -1.0% |
| PG The Procter & Gamble Co. | 0.38% | 8,120 | $1.4M | Reduce -8.3% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.36% | 56,635 | $1.3M | Reduce -0.0% |
| EW Edwards Lifesciences Corp. | 0.36% | 18,053 | $1.3M | Reduce -0.3% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.35% | 32,104 | $1.3M | Reduce -1.9% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.35% | 19,311 | $1.3M | Reduce -0.9% |
| PRF Invesco Rafi US 1000 ETF | 0.35% | 31,305 | $1.3M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.34% | 4,966 | $1.2M | Add +0.3% |
| AMZN Amazon.com Inc. | 0.32% | 6,196 | $1.2M | Reduce -1.6% |
| GOOGL Alphabet Inc. Class A | 0.32% | 7,520 | $1.2M | Reduce -0.1% |
| IWF iShares Russell 1000 Growth | 0.28% | 2,876 | $1.0M | No change |
| CSCO Cisco Systems Inc. | 0.28% | 16,488 | $1.0M | Reduce -5.3% |
| GE General Electric filed as GE AEROSPACE | 0.28% | 5,051 | $1.0M | Add +4.4% |
| ABBV Abbvie Inc. | 0.27% | 4,669 | $978K | Reduce -0.2% |
| LLY Eli Lilly & Co. | 0.26% | 1,167 | $964K | Add +22.6% |
| ACN Accenture PLC Class A | 0.25% | 2,976 | $929K | Reduce -9.6% |
| V Visa Inc. Class A | 0.24% | 2,554 | $895K | Reduce -0.2% |
| AVGO Broadcom Inc. | 0.24% | 5,333 | $893K | Add +0.4% |
| PFE Pfizer Inc. | 0.24% | 35,053 | $888K | Add +3.2% |
| NUSC Nuveen ESG Small-Cap ETF | 0.24% | 22,565 | $865K | No change |
| GOOG Alphabet Inc. Class C | 0.23% | 5,490 | $858K | Reduce -1.9% |
| CVX Chevron Corp. | 0.23% | 4,995 | $836K | Add +2.9% |
| PEP Pepsico Inc. | 0.23% | 5,562 | $834K | Add +35.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 1,471 | $823K | Add +2.4% |
| BND Vanguard Total Bond Market | 0.22% | 10,948 | $804K | Add +9.4% |
| ORCL Oracle Corp. | 0.21% | 5,587 | $781K | Add +0.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.20% | 4,375 | $726K | Reduce -2.9% |
| CAT Caterpillar Inc. | 0.20% | 2,199 | $725K | Add +0.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.19% | 16,863 | $704K | Reduce -10.4% |
| IVV iShares Core S&P 500 ETF | 0.19% | 1,251 | $703K | Reduce -40.6% |
| XLI SS Industrial Select Sector | 0.19% | 5,336 | $699K | Reduce -0.6% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.19% | 20,730 | $698K | Add +3.4% |
| NUMV Nuveen ESG Mid-Cap Value ETF | 0.18% | 19,812 | $678K | Reduce -7.9% |
| WMT Walmart Inc. | 0.18% | 7,542 | $662K | Reduce -5.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 1,396 | $654K | No change |
| QDF NT Qual Div ETF | 0.18% | 9,532 | $652K | No change |
| VOO Vanguard S&P 500 ETF | 0.18% | 1,260 | $648K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.17% | 2,290 | $629K | Add +2.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.17% | 6,213 | $613K | Reduce -0.1% |
| KO The Coca-Cola Co. | 0.16% | 8,429 | $604K | Reduce -1.3% |
| BSMU Invesco Bulletshares 2030 MB | 0.16% | 27,895 | $602K | Add +3.1% |
| RTX RTX Corp. | 0.16% | 4,507 | $597K | Reduce -0.2% |
| MS Morgan Stanley | 0.16% | 5,050 | $589K | Add +0.2% |
| ABT Abbott Laboratories | 0.16% | 4,418 | $586K | Reduce -1.2% |
| MCD McDonald's Corp. | 0.15% | 1,803 | $563K | Add +0.1% |
| CRM Salesforce Inc. | 0.15% | 2,066 | $554K | Add +0.4% |
| BSMS Invesco Bulletshares 2028 MB | 0.15% | 23,690 | $549K | Add +0.6% |
| BAX Baxter International Inc. | 0.15% | 15,842 | $542K | No change |
| ESGD iShares Trust iShares ESG Aw | 0.15% | 6,631 | $542K | No change |
| BSMW Invesco Bulletshares 2032 MB | 0.15% | 21,935 | $540K | Add +12.3% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.15% | 20,932 | $535K | Add +18.1% |
| ESGE iShares Inc. iShares ESG Awar | 0.14% | 14,937 | $522K | Reduce -1.1% |
| META Meta Platforms Inc. Class A | 0.14% | 897 | $517K | Reduce -8.7% |
| AEP American Electric Power | 0.14% | 4,707 | $514K | Add +30.0% |
| DXJ Wisdomtree Japan Hedged Eq | 0.14% | 4,666 | $514K | No change |
| BSMR Invesco Bulletshares 2027 MB | 0.14% | 21,370 | $503K | Add +4.2% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.14% | 3,880 | $500K | Reduce -3.4% |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.14% | 13,771 | $499K | Reduce -0.0% |
| MRK Merck & Co. Inc. | 0.14% | 5,528 | $496K | Reduce -2.6% |
| LOW Lowe's Cos Inc. | 0.13% | 2,093 | $488K | Add +0.7% |
| BSMT Invesco Bulletshares 2029 MB | 0.13% | 20,825 | $474K | Add +3.0% |
| BSMV Invesco Bulletshares 2031 MB | 0.13% | 22,630 | $469K | Add +4.8% |
| EWX State Street SPDR S&P Emergi | 0.13% | 8,260 | $468K | Reduce -0.1% |
| UNP Union Pacific Corp. | 0.12% | 1,936 | $457K | Reduce -5.3% |
| BSSX Invesco Bulletshares 2033 MB | 0.12% | 18,050 | $457K | Add +19.6% |
| IMCG iShares Morningstar Mid-Cap | 0.12% | 6,370 | $455K | No change |
| JVAL JPMorgan US Value Factor ETF | 0.12% | 10,890 | $451K | No change |
| XLK SS Technology Select Sector | 0.12% | 2,166 | $447K | No change |
| SAP Sap SE-Sponsored ADR | 0.12% | 1,605 | $431K | Add +1.2% |
| SCHW Schwab (charles) Corp. | 0.12% | 5,475 | $429K | Add +0.3% |
| PM Philip Morris International | 0.12% | 2,682 | $426K | Add +0.8% |
| MMM 3M Co. | 0.12% | 2,883 | $423K | Add +34.4% |
| CVS CVS Health Corp. | 0.11% | 6,179 | $419K | Reduce -3.8% |
| MUB iShares National Muni Bond E | 0.11% | 3,961 | $418K | Add +0.1% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.11% | 4,073 | $417K | No change |
| ED Consolidated Edison Inc. | 0.11% | 3,637 | $402K | Reduce -3.4% |
| MDLZ Mondelez International Inc. Class A | 0.11% | 5,926 | $402K | Add +32.8% |
| MCO Moody's Corp. | 0.10% | 821 | $382K | Add +1.2% |
| GEV GE Vernova Inc. | 0.10% | 1,246 | $380K | Add +4.3% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.10% | 8,245 | $377K | No change |
| ANET Arista Networks Inc. | 0.10% | 4,843 | $375K | Add +0.5% |
| AMGN Amgen Inc. | 0.10% | 1,204 | $375K | Add +4.2% |
| BSMQ Invesco Bulletshares 2026 MB | 0.10% | 15,660 | $370K | Add +2.8% |
| XLF SS Financial Select Sector | 0.10% | 7,377 | $367K | Reduce -1.3% |
| SHW The Sherwin-Williams Co. | 0.10% | 1,046 | $365K | No change |
| CAH Cardinal Health Inc. | 0.10% | 2,621 | $361K | Add +3.1% |
| OTIS Otis Worldwide Corp. | 0.10% | 3,470 | $358K | Add +0.1% |
| UL Unilever PLC | 0.10% | 5,954 | $355K | Add +0.8% |
| VONV Vanguard Russell 1000 Value | 0.10% | 4,255 | $351K | Reduce -14.4% |
| RSPT Invesco S&P 500 Equal Weight | 0.10% | 10,200 | $349K | Reduce -1.1% |
| IDXX Idexx Laboratories Inc. | 0.09% | 813 | $341K | Reduce -1.9% |
| DGRO iShares Core Dividend Growth | 0.09% | 5,523 | $341K | Add +0.6% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.09% | 9,430 | $341K | No change |
| SONY Sony Group Corp. - SP ADR | 0.09% | 13,345 | $339K | Add +0.5% |
| BSMY Invesco Bulletshares 2034 MB | 0.09% | 13,692 | $329K | Add +93.3% |
| COST Costco Wholesale Corp. | 0.09% | 348 | $329K | Add +3.9% |
| NUEM Nuveen ESG Emerging Markets | 0.09% | 11,175 | $327K | No change |
| NFLX Netflix Inc. | 0.09% | 348 | $324K | Add +1.5% |
| TD Toronto-Dominion Bank | 0.08% | 5,146 | $308K | Add +74.3% |
| COP Conocophillips | 0.08% | 2,935 | $308K | Add +9.5% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.08% | 1,711 | $306K | Reduce -5.5% |
| NVS Novartis AG-Sponsored ADR | 0.08% | 2,736 | $305K | Reduce -1.9% |
| QCOM Qualcomm Inc. | 0.08% | 1,954 | $300K | Add +0.1% |
| DELL Dell Technologies -C | 0.08% | 3,241 | $295K | Add +0.7% |
| IMCB iShares Morningstar Mid-Cap | 0.08% | 3,985 | $295K | No change |
| STN Stantec Inc. | 0.08% | 3,513 | $291K | Add +0.0% |
| ELV Elevance Health Inc. | 0.08% | 666 | $290K | Add +107.5% |
| TT Trane Technologies PLC | 0.08% | 851 | $287K | Add +1.4% |
| AVY Avery Dennison Corp. | 0.08% | 1,600 | $285K | No change |
| YUM Yum! Brands Inc. | 0.08% | 1,799 | $283K | Add +0.8% |
| CL Colgate-Palmolive Co. | 0.08% | 3,017 | $283K | Reduce -9.9% |
| XLP SS Consumer Staples Sel Sect | 0.08% | 3,442 | $281K | Reduce -11.2% |
| BSMP Invesco Bulletshares 2025 MB | 0.08% | 11,445 | $280K | Add +3.3% |
| VRSK Verisk Analytics Inc. | 0.08% | 931 | $277K | Add +0.8% |
| MA Mastercard Inc. Class A | 0.07% | 501 | $275K | Add +1.6% |
| DE Deere & Co. | 0.07% | 584 | $274K | Reduce -2.2% |
| MFG Mizuho Financial Group-ADR | 0.07% | 49,070 | $270K | Add +1.7% |
| XLV SS Health Care Select Sector | 0.07% | 1,812 | $265K | Reduce -20.4% |
| PZA Invesco National Amt-Free Mu | 0.07% | 11,325 | $261K | Reduce -2.4% |
| IBDU iShares Ibonds Dec 2029 Term | 0.07% | 11,160 | $258K | Add +2.3% |
| GD General Dynamics Corp. | 0.07% | 939 | $256K | Reduce -0.9% |
| T AT&T Inc. | 0.07% | 8,947 | $253K | Add +5.0% |
| CI The Cigna Group | 0.07% | 753 | $248K | Add +0.5% |
| BMY Bristol-Myers Squibb Co. | 0.07% | 4,005 | $244K | Add +0.7% |
| IBDX iShares Ibonds Dec 2032 TC | 0.07% | 9,663 | $241K | Add +15.7% |
| UNH Unitedhealth Group Inc. | 0.07% | 455 | $238K | No change |
| IWD iShares Russell 1000 Value E | 0.06% | 1,250 | $235K | No change |
| TSLA Tesla Inc. | 0.06% | 907 | $235K | Reduce -3.1% |
| VZ Verizon Communications Inc. | 0.06% | 5,158 | $234K | Reduce -2.5% |
| LNT Alliant Energy Corp. | 0.06% | 3,626 | $233K | Add +1.3% |
| IJH iShares Core S&P Midcap ETF | 0.06% | 3,989 | $233K | No change |
| MDT Medtronic PLC | 0.06% | 2,575 | $231K | Add +8.2% |
| VT Vanguard Tot World STK ETF | 0.06% | 1,968 | $228K | Reduce -1.6% |
| BN Brookfield Corp. | 0.06% | 4,342 | $228K | No change |
| GS Goldman Sachs Group Inc. | 0.06% | 411 | $225K | Add +6.2% |
| TRI Thomson Reuters Corp. | 0.06% | 1,283 | $222K | Add +0.9% |
| IBDR iShares Ibonds Dec 2026 Term | 0.06% | 9,135 | $221K | Reduce -2.9% |
| AFL Aflac Inc. | 0.06% | 1,979 | $220K | No change |
| DGX Quest Diagnostics Inc. | 0.06% | 1,300 | $220K | No change |
| IBDT iShares Ibonds Dec 2028 ETF | 0.06% | 8,640 | $218K | Add +1.5% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.06% | 8,985 | $217K | Add +0.9% |
| MCK McKesson Corp. | 0.06% | 321 | $216K | Add +1.3% |
| LRCX Lam Research Corp. | 0.06% | 2,928 | $213K | Add +8.1% |
| WEC WEC Energy Group Inc. | 0.06% | 1,949 | $212K | No change |
| BA The Boeing Co. | 0.06% | 1,239 | $211K | Add +0.4% |
| GM General Motors Co. | 0.06% | 4,464 | $210K | Reduce -10.0% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.06% | 8,254 | $208K | Reduce -8.9% |
| CARR Carrier Global Corp. | 0.06% | 3,261 | $207K | Reduce -0.1% |
| SHEL Shell PLC-ADR | 0.06% | 2,802 | $205K | Add +7.0% |
| VXUS Vanguard Total Intl Stock | 0.06% | 3,295 | $205K | Add +5.4% |
| HON Honeywell International Inc. | 0.06% | 962 | $204K | Reduce -1.0% |
| ITW Illinois Tool Works | 0.06% | 813 | $202K | No change |
| AON Aon PLC Class A | 0.05% | 500 | $200K | No change |
| VRSN Verisign Inc. | 0.05% | 785 | $199K | No change |
| ZTS Zoetis Inc. | 0.05% | 1,208 | $199K | Add +1.1% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.05% | 9,520 | $198K | Add +17.3% |
| RELX Relx PLC - Spon ADR | 0.05% | 3,918 | $198K | Reduce -23.3% |
| IWO iShares Russell 2000 Growth | 0.05% | 765 | $195K | Reduce -3.2% |
| HPQ HP Inc. | 0.05% | 7,042 | $195K | Add +4.9% |
| AMAT Applied Materials Inc. | 0.05% | 1,337 | $194K | Add +0.7% |
| CLX Clorox Company | 0.05% | 1,312 | $193K | Reduce -15.9% |
| HEDJ Wisdomtree Europe Hedged Equ | 0.05% | 4,000 | $190K | No change |
| EEMA iShares MSCI Emerg MRKT Asia | 0.05% | 2,550 | $189K | Reduce -0.2% |
| NSC Norfolk Southern Corp. | 0.05% | 797 | $189K | Reduce -16.7% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.05% | 8,685 | $189K | Add +25.4% |
| EMR Emerson Electric Co. | 0.05% | 1,707 | $187K | Add +1.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.05% | 2,666 | $185K | Add +16.8% |
| GSK GSK PLC-Spon ADR | 0.05% | 4,709 | $182K | Add +9.6% |
| AVSD Avantis Reps Intern Equi ETF | 0.05% | 3,030 | $182K | No change |
| XYL Xylem Inc. | 0.05% | 1,505 | $180K | Add +3.1% |
| XLC SS Comm Select Sector SPDR | 0.05% | 1,813 | $175K | No change |
| BP BP PLC-Spons ADR | 0.05% | 5,164 | $174K | Add +2.9% |
| GLW Corning Inc. | 0.05% | 3,806 | $174K | Reduce -19.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.05% | 359 | $174K | Add +4.7% |
| SYY Sysco Corp. | 0.05% | 2,279 | $171K | Reduce -1.3% |
| IXN iShares Global Tech ETF | 0.05% | 2,253 | $171K | No change |
| CEF Sprott Physical Gold and Sil | 0.05% | 5,940 | $169K | No change |
| NKE Nike Inc. Class B | 0.05% | 2,658 | $169K | Reduce -2.6% |
| IPAC iShares Core MSCI Pacific Et | 0.05% | 2,690 | $167K | Reduce -0.7% |
| PSX Phillips 66 | 0.05% | 1,354 | $167K | Reduce -1.0% |
| PAYX Paychex Inc. | 0.05% | 1,075 | $166K | Add +1.7% |
| ADP Automatic Data Processing | 0.04% | 536 | $164K | No change |
| AVSE Avantis Resp Emerg MKTS Eq-E | 0.04% | 3,180 | $163K | Add +27.4% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.04% | 3,874 | $162K | Add +38.3% |
| VTC Vanguard Total Corporate BND | 0.04% | 2,106 | $162K | Reduce -50.0% |
| AXP American Express Co. | 0.04% | 599 | $161K | Add +5.1% |
| TRV The Travelers Cos Inc. | 0.04% | 608 | $161K | Reduce -21.8% |
| A Agilent Technologies Inc. | 0.04% | 1,366 | $160K | No change |
| ECL Ecolab Inc. | 0.04% | 623 | $158K | Reduce -1.6% |
| RBA RB Global Inc. | 0.04% | 1,561 | $157K | Add +0.8% |
| C Citigroup Inc. | 0.04% | 2,198 | $156K | Add +10.3% |
| TMO Thermo Fisher Scientific Inc. | 0.04% | 305 | $152K | Add +5.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.04% | 3,058 | $152K | Reduce -8.8% |
| MID American Century Mid Cap Gro | 0.04% | 2,675 | $152K | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.04% | 1,468 | $147K | Add +5.0% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.04% | 3,076 | $146K | Reduce -16.5% |
| NOW ServiceNow Inc. | 0.04% | 183 | $146K | Reduce -2.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.04% | 219 | $145K | Add +3.8% |
| IVW iShares S&P 500 Growth ETF | 0.04% | 1,536 | $143K | No change |
| VGSH Vanguard Short-Term Treasury | 0.04% | 2,399 | $141K | Reduce -56.0% |
| IWV iShares Russell 3000 ETF | 0.04% | 443 | $141K | No change |
| TM Toyota Motor Corp. -Spon ADR | 0.04% | 791 | $140K | Add +1.7% |
| UPS United Parcel Service Class B | 0.04% | 1,259 | $138K | Add +222.0% |
| FSLR First Solar Inc. | 0.04% | 1,088 | $138K | Add +1.2% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.04% | 2,394 | $137K | Add +2.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.04% | 732 | $136K | No change |
| LYG Lloyds Banking Group PLC-ADR | 0.04% | 35,208 | $134K | Add +2.2% |
| OXY Occidental Petroleum Corp. | 0.04% | 2,660 | $131K | Add +168.7% |
| MO Altria Group Inc. | 0.04% | 2,177 | $131K | Reduce -7.6% |
| AZN Astrazeneca PLC-Spons ADR | 0.04% | 1,775 | $130K | Add +2.4% |
| UNM Unum Group | 0.04% | 1,591 | $130K | Reduce -1.2% |
| TGT Target Corp. | 0.03% | 1,219 | $127K | Add +0.6% |
| GEHC GE Healthcare Technology | 0.03% | 1,574 | $127K | Reduce -0.8% |
| ASR Grupo Aeroportuario Sur-ADR | 0.03% | 463 | $127K | Add +3.1% |
| GLD SPDR Gold Shares | 0.03% | 438 | $126K | No change |
| DHR Danaher Corp. | 0.03% | 615 | $126K | Reduce -0.7% |
| IWN iShares Russell 2000 Value E | 0.03% | 826 | $125K | No change |
| ADI Analog Devices Inc. | 0.03% | 616 | $124K | No change |
| NDSN Nordson Corp. | 0.03% | 610 | $123K | Add +28.1% |
| IPG Interpublic Group of Cos Inc. | 0.03% | 4,489 | $122K | Add +19.5% |
| PSO Pearson PLC-Sponsored ADR | 0.03% | 7,570 | $121K | Add +0.5% |
| LULU Lululemon Athletica Inc. | 0.03% | 426 | $121K | Add +1.7% |
| XLE SS Energy Select Sector | 0.03% | 1,277 | $119K | Add +0.5% |
| IUSG iShares Core S&P U.S. Growth | 0.03% | 930 | $118K | No change |
| FLRN SS SPDR BB Ig Float RT ETF | 0.03% | 3,825 | $118K | No change |
| SPGI S&P Global Inc. | 0.03% | 230 | $117K | Add +7.5% |
| DFLV Dim US Large Cap Value ETF | 0.03% | 3,785 | $116K | No change |
| XPO Xpo Inc. | 0.03% | 1,075 | $116K | No change |
| RY Royal Bank of Canada | 0.03% | 1,021 | $115K | Add +6.0% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 0.03% | 1,435 | $113K | Reduce -2.4% |
| F Ford Motor Co. filed as FORD MTR CO | 0.03% | 11,165 | $112K | Add +43.1% |
| GRMN Garmin Ltd. | 0.03% | 511 | $111K | Reduce -2.1% |
| WFC Wells Fargo & Co. | 0.03% | 1,542 | $111K | Reduce -2.4% |
| NEE Nextera Energy Inc. | 0.03% | 1,561 | $111K | Reduce -6.4% |
| IJR iShares Core S&P Small-Cap E | 0.03% | 1,055 | $110K | No change |
| L Loews Corp. | 0.03% | 1,200 | $110K | No change |
| BDX Becton Dickinson and Co. | 0.03% | 477 | $109K | Reduce -0.6% |
| ILCV iShares Morningstar Value Et | 0.03% | 1,335 | $109K | No change |
| KBWB Invesco KBW Bank ETF | 0.03% | 1,706 | $107K | Reduce -94.0% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.03% | 1,885 | $107K | No change |
| AQWA Global X Clean Water ETF | 0.03% | 6,260 | $106K | No change |
| DUK Duke Energy Corp. | 0.03% | 870 | $106K | Reduce -20.8% |
| EVRG Evergy Inc. | 0.03% | 1,514 | $104K | Add +454.6% |
| CMCSA Comcast Corp. Class A | 0.03% | 2,826 | $104K | Add +37.9% |
| XOEX Xtrackers S&P 100 Ex Top 20 | 0.03% | 3,205 | $103K | No change |
| FDS Factset Research Systems Inc. | 0.03% | 225 | $102K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.03% | 1,173 | $101K | Reduce -15.7% |
| LHX L3HARRIS Technologies Inc. | 0.03% | 480 | $100K | No change |
| FLOT iShares Floating Rate Bond E | 0.03% | 1,950 | $100K | Reduce -18.8% |
| PRU Prudential Financial Inc. | 0.03% | 878 | $98K | Reduce -8.3% |
| IXUS iShares Core Intl Stock ETF | 0.03% | 1,393 | $97K | No change |
| RJF Raymond James Financial Inc. | 0.03% | 697 | $97K | Add +0.7% |
| DOC Healthpeak Properties Inc. | 0.03% | 4,782 | $97K | Reduce -0.7% |
| MRSH Marsh & McLennan Cos | 0.03% | 396 | $97K | Reduce -3.2% |
| UDR Udr Inc. | 0.03% | 2,106 | $95K | Add +0.4% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.03% | 1,131 | $95K | Add +11.9% |
| DGRW Wisdomtree U.S. Quality Divi | 0.03% | 1,175 | $94K | Reduce -3.3% |
| RACE Ferrari NV | 0.03% | 217 | $93K | No change |
| ADBE Adobe Inc. | 0.03% | 242 | $93K | Add +22.8% |
| MKC McCormick & Co.-Non VTG SHRS | 0.02% | 1,101 | $91K | Reduce -10.2% |
| RRX Regal Rexnord Corp. | 0.02% | 792 | $90K | Add +1.3% |
| INTC Intel Corp. | 0.02% | 3,953 | $90K | Reduce -3.5% |
| GIL Gildan Activewear Inc. | 0.02% | 2,001 | $88K | Add +0.7% |
| RSP Invesco S&P 500 Equal Weight | 0.02% | 510 | $88K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.02% | 283 | $87K | No change |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.02% | 6,387 | $87K | Add +4.2% |
| UAL United Airlines Holdings Inc. | 0.02% | 1,247 | $86K | Add +1.9% |
| GILD Gilead Sciences Inc. | 0.02% | 763 | $85K | Reduce -0.3% |
| NWG Natwest Group PLC -Spon ADR | 0.02% | 7,074 | $84K | Add +1.7% |
| TRGP Targa Resources Corp. | 0.02% | 418 | $84K | Add +18.8% |
| KMB Kimberly-Clark Corp. | 0.02% | 586 | $83K | Reduce -1.8% |
| FCX Freeport-McMoran Inc. | 0.02% | 2,163 | $82K | Add +1.4% |
| STLD Steel Dynamics Inc. | 0.02% | 645 | $81K | Add +993.2% |
| SAN Banco Santander SA-Spon ADR | 0.02% | 12,027 | $81K | Add +7.2% |
| AGCO Agco Corp. | 0.02% | 850 | $79K | Reduce -22.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.02% | 451 | $78K | No change |
| BTI British American Tob-SP ADR | 0.02% | 1,878 | $78K | Add +1.4% |
| APD Air Products & Chemicals Inc. | 0.02% | 263 | $78K | No change |
| HASI Ha Sustainable Infrastructur | 0.02% | 2,648 | $77K | Add +0.1% |
| WY Weyerhaeuser Co. | 0.02% | 2,642 | $77K | Add +130.3% |
| ARE Alexandria Real Estate Equit | 0.02% | 833 | $77K | Add +291.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.02% | 629 | $77K | Reduce -37.1% |
| CAE Cae Inc. | 0.02% | 3,098 | $76K | No change |
| DAL Delta Air Lines Inc. | 0.02% | 1,735 | $76K | No change |
| EIX Edison International | 0.02% | 1,277 | $75K | Add +6.3% |
| DD Dupont DE Nemours Inc. | 0.02% | 980 | $73K | No change |
| IEUR iShares Core MSCI Europe ETF | 0.02% | 1,205 | $72K | Add +6.2% |
| WPC WP Carey Inc. | 0.02% | 1,136 | $72K | No change |
| SNY Sanofi-ADR | 0.02% | 1,290 | $72K | Add +3.5% |
| VXF Vanguard Extended Market ETF | 0.02% | 413 | $71K | Reduce -4.6% |
| GPC Genuine Parts Co. | 0.02% | 594 | $71K | Reduce -9.2% |
| AOS Smith (a.o.) Corp. | 0.02% | 1,081 | $71K | Add +46.9% |
| TTE Totalenergies SE -Spon ADR | 0.02% | 1,092 | $71K | Add +89.3% |
| SO The Southern Co. | 0.02% | 768 | $71K | Reduce -1.7% |
| SCHM Schwab US Mid Cap ETF | 0.02% | 2,682 | $70K | No change |
| COF Capital One Financial Corp. | 0.02% | 391 | $70K | Reduce -50.7% |
| INTU Intuit Inc. | 0.02% | 113 | $69K | Reduce -5.8% |
| LIN Linde PLC | 0.02% | 148 | $69K | Reduce -3.3% |
| LDEM iShares ESG MSCI Em Leaders | 0.02% | 1,375 | $67K | Reduce -0.4% |
| D Dominion Energy Inc. | 0.02% | 1,160 | $65K | Reduce -1.6% |
| CCI Crown Castle Inc. | 0.02% | 623 | $65K | Add +3.8% |
| CB Chubb Ltd. | 0.02% | 215 | $65K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.02% | 255 | $64K | No change |
| MPC Marathon Petroleum Corp. | 0.02% | 440 | $64K | No change |
| EXC Exelon Corp. | 0.02% | 1,362 | $63K | Add +15.7% |
| FXO First Trust Financial Alphad | 0.02% | 1,180 | $63K | No change |
| STLA Stellantis NV | 0.02% | 5,560 | $62K | Reduce -22.4% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 0.02% | 2,415 | $62K | New |
| TXN Texas Instruments Inc. | 0.02% | 346 | $62K | Reduce -35.5% |
| NGG National Grid PLC-SP ADR | 0.02% | 941 | $62K | Add +68.6% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.02% | 1,625 | $62K | No change |
| KEY Keycorp | 0.02% | 3,740 | $60K | No change |
| WMB Williams Cos Inc. | 0.02% | 1,000 | $60K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.02% | 925 | $59K | No change |
| FXH First Trust Health Care Alph | 0.02% | 547 | $57K | No change |
| ITOT iShares Core S&P Total U.S. | 0.02% | 463 | $56K | Add +9.2% |
| IR Ingersoll-Rand Inc. | 0.02% | 705 | $56K | No change |
| HLN Haleon PLC-ADR | 0.02% | 5,476 | $56K | Add +10.5% |
| LMT Lockheed Martin Corp. | 0.02% | 126 | $56K | No change |
| SHOP Shopify Inc. Class A | 0.02% | 586 | $56K | No change |
| NUE Nucor Corp. | 0.02% | 464 | $56K | Add +2.6% |
| ESE Esco Technologies Inc. | 0.02% | 350 | $56K | Reduce -44.0% |
| HPE Hewlett Packard Enterprise | 0.01% | 3,559 | $55K | Add +8.4% |
| LRGE Clearbridge Large Cap Growth | 0.01% | 764 | $53K | No change |
| VXX Ipath Series B S&P 500 Vix filed as BARCLAYS BANK PLC | 0.01% | 1,020 | $53K | New |
| SCHD Schwab US DVD Equity ETF | 0.01% | 1,863 | $52K | No change |
| FNCL Fidelity MSCI Financial Indx | 0.01% | 743 | $52K | No change |
| BAM Brookfield Asset Mgmt-A | 0.01% | 1,054 | $51K | No change |
| BX Blackstone Inc. | 0.01% | 365 | $51K | No change |
| MFC Manulife Financial Corp. | 0.01% | 1,627 | $51K | Add +13.9% |
| BKNG Booking Holdings Inc. | 0.01% | 11 | $51K | Add +10.0% |
| IGV iShares Expanded Tech-Softwa | 0.01% | 565 | $50K | No change |
| XEL Xcel Energy Inc. | 0.01% | 703 | $50K | Add +6.3% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.01% | 804 | $49K | Add +46.5% |
| VWO Vanguard Ftse Emerging Marke | 0.01% | 1,092 | $49K | Add +5.6% |
| VEA Vanguard Ftse Developed ETF | 0.01% | 965 | $49K | Add +10.2% |
| QQQM Invesco Nasdaq 100 ETF | 0.01% | 254 | $49K | No change |
| GAP The Gap Inc. | 0.01% | 2,373 | $49K | Add +1.0% |
| BIO Bio-Rad Laboratories-A | 0.01% | 200 | $49K | No change |
| YUMC Yum China Holdings Inc. | 0.01% | 929 | $48K | No change |
| IBB iShares Biotechnology ETF | 0.01% | 375 | $48K | Add +10.3% |
| AVLV Avantis US Large Cap Value | 0.01% | 735 | $48K | No change |
| WDC Western Digital Corp. | 0.01% | 1,183 | $48K | Reduce -1.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.01% | 603 | $48K | Reduce -16.1% |
| E Eni SPA-Sponsored ADR | 0.01% | 1,533 | $47K | Add +84.0% |
| USB US Bancorp | 0.01% | 1,108 | $47K | Reduce -3.5% |
| BLK BlackRock Inc. | 0.01% | 48 | $45K | Reduce -4.0% |
| FDIS Fidelity MSCI Cons Discr Ind | 0.01% | 522 | $44K | No change |
| VGT Vanguard Info Tech ETF | 0.01% | 81 | $44K | Reduce -11.0% |
| XBI SS SPDR S&P Biotech ETF | 0.01% | 535 | $43K | No change |
| SMH Vaneck Semiconductor ETF | 0.01% | 200 | $42K | No change |
| GXO Gxo Logistics Inc. | 0.01% | 1,075 | $42K | No change |
| DPST Dirx DLY RGNL BNK B3X ETF-Ui | 0.01% | 485 | $42K | Reduce -29.2% |
| KLAC KLA Corp. | 0.01% | 60 | $41K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.01% | 671 | $41K | No change |
| FBIN Fortune Brands Innovations I | 0.01% | 654 | $40K | Add +2.8% |
| ZION Zions Bancorp NA | 0.01% | 786 | $39K | Add +4.4% |
| LEN Lennar Corp. Class A | 0.01% | 330 | $38K | Add +39.8% |
| EBAY eBay Inc. | 0.01% | 548 | $37K | Reduce -0.9% |
| ACM Aecom | 0.01% | 399 | $37K | Reduce -6.3% |
| PH Parker Hannifin Corp. | 0.01% | 59 | $36K | No change |
| BHP BHP Group Ltd.-Spon ADR | 0.01% | 736 | $36K | Add +35.5% |
| VTRS Viatris Inc. | 0.01% | 4,094 | $36K | Reduce -0.8% |
| MOAT Vaneck Morningstar Wide Moat | 0.01% | 405 | $36K | No change |
| IVE iShares S&P 500 Value ETF | 0.01% | 186 | $35K | No change |
| PSCT Invesco S&P Smallcap Informa | 0.01% | 876 | $35K | No change |
| DEO Diageo PLC-Sponsored ADR | 0.01% | 335 | $35K | Reduce -31.1% |
| WM Waste Management Inc. | 0.01% | 150 | $35K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.01% | 255 | $35K | Reduce -25.0% |
| COIN Coinbase Global Inc. Class A | 0.01% | 200 | $34K | No change |
| AMD Advanced Micro Devices | 0.01% | 332 | $34K | Add +9.6% |
| EVUS iShares ESG Aw MSCI US Value | 0.01% | 1,150 | $34K | No change |
| ETR Entergy Corp. | 0.01% | 393 | $34K | Reduce -10.9% |
| CTLP Cantaloupe Inc. | 0.01% | 4,250 | $33K | No change |
| KMI Kinder Morgan Inc. | 0.01% | 1,172 | $33K | No change |
| AMCR Amcor PLC | 0.01% | 3,425 | $33K | Add +5.0% |
| JHG Janus Henderson Group PLC | 0.01% | 912 | $33K | Reduce -36.7% |
| CMI Cummins Inc. | 0.01% | 105 | $33K | Add +36.4% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.01% | 344 | $33K | Add +3.3% |
| SOLV Solventum Corp. | 0.01% | 432 | $33K | No change |
| DFS Discover Financial Services | 0.01% | 192 | $33K | Add +15.7% |
| ISRG Intuitive Surgical Inc. | 0.01% | 66 | $33K | Reduce -10.8% |
| NUDV Nuveen ESG Dividend ETF | 0.01% | 1,170 | $33K | No change |
| RILY BRC Group Holdings Inc. filed as B. RILEY FINANCIAL INC | 0.01% | 8,380 | $32K | Add +71.7% |
| TAK Takeda Pharmaceutic-SP ADR | 0.01% | 2,073 | $31K | Reduce -1.8% |
| CTSH Cognizant Tech Solutions-A | 0.01% | 399 | $31K | Add +12.7% |
| WTRG Essential Utilities Inc. | 0.01% | 771 | $30K | No change |
| GSLC Goldman Activebeta US LC ETF | 0.01% | 275 | $30K | No change |
| PAVE Global X US Infrastructure | 0.01% | 800 | $30K | No change |
| AIG American International Group | 0.01% | 345 | $30K | No change |
| PKW Invesco Buyback Achievers Et | 0.01% | 264 | $30K | No change |
| DOW Dow Inc. | 0.01% | 847 | $30K | No change |
| CHD Church & Dwight Co. Inc. | 0.01% | 268 | $30K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.01% | 133 | $29K | No change |
| LAD Lithia Motors Inc. | 0.01% | 100 | $29K | No change |
| ADM Archer-Daniels-Midland Co. | 0.01% | 605 | $29K | Reduce -12.7% |
| SMFG Sumitomo Mitsui-Spons ADR | 0.01% | 1,876 | $29K | No change |
| GTLS Chart Industries Inc. | 0.01% | 200 | $29K | Reduce -38.5% |
| ADSK Autodesk Inc. | 0.01% | 110 | $29K | Reduce -9.1% |
| HAL Halliburton Co. | 0.01% | 1,125 | $29K | No change |
| IVLU iShares MSCI International V | 0.01% | 925 | $28K | No change |
| RIO Rio Tinto PLC-Spon ADR | 0.01% | 466 | $28K | Add +15.9% |
| HIBL Direxion Daily S&P 500 High | 0.01% | 1,050 | $28K | New |
| EFV iShares MSCI Eafe Value ETF | 0.01% | 472 | $28K | No change |
| IGPT Invesco AI and Next Gen Soft | 0.01% | 681 | $28K | No change |
| XJH Ishare ESG SS S&P Midcap ETF | 0.01% | 700 | $27K | No change |
| LAMR Lamar Advertising Co. Class A | 0.01% | 240 | $27K | No change |
| SLF Sun Life Financial Inc. | 0.01% | 473 | $27K | Reduce -23.1% |
| ICE Intercontinental Exchange Inc. | 0.01% | 157 | $27K | Add +170.7% |
| EFX Equifax Inc. | 0.01% | 111 | $27K | No change |
| GL Globe Life Inc. | 0.01% | 205 | $27K | No change |
| CP Canadian Pacific Kansas City | 0.01% | 384 | $27K | Add +54.8% |
| FAST Fastenal Co. | 0.01% | 347 | $27K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.01% | 400 | $26K | No change |
| FDL First Trust Morn DVD Lead Inc. | 0.01% | 600 | $26K | Reduce -25.0% |
| EXPD Expeditors Intl Wash Inc. | 0.01% | 215 | $26K | Add +7.5% |
| JCI Johnson Controls Internation | 0.01% | 322 | $26K | No change |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM | 0.01% | 451 | $25K | Reduce -10.3% |
| MELI MercadoLibre Inc. | 0.01% | 13 | $25K | No change |
| CRH CRH PLC | 0.01% | 288 | $25K | Add +53.2% |
| PYPL PayPal Holdings Inc. | 0.01% | 385 | $25K | No change |
| KEYS Keysight Technologies Inc. | 0.01% | 166 | $25K | No change |
| PSCH Invesco S&P Smallcap Health | 0.01% | 567 | $25K | No change |
| AVUV Avantis US Small Cap Value | 0.01% | 281 | $25K | No change |
| NNBR NN Inc. | 0.01% | 10,822 | $24K | No change |
| DVY iShares Select Dividend ETF | 0.01% | 182 | $24K | Add +19.7% |
| DOX Amdocs Ltd. | 0.01% | 267 | $24K | No change |
| ENPH Enphase Energy Inc. | 0.01% | 392 | $24K | Add +2.6% |
| SYF Synchrony Financial | 0.01% | 457 | $24K | Reduce -9.7% |
| MET Metlife Inc. | 0.01% | 299 | $24K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.01% | 260 | $24K | Add +12.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.01% | 146 | $23K | No change |
| PSCF Invesco S&P Smallcap Financi | 0.01% | 437 | $23K | No change |
| UTHR United Therapeutics Corp. | 0.01% | 75 | $23K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.01% | 55 | $23K | New |
| FOXA Fox Corp. Class A | 0.01% | 407 | $23K | Add +5.2% |
| AMTB Amerant Bancorp Inc. | 0.01% | 1,096 | $23K | No change |
| TMHC Taylor Morrison Home Corp. | 0.01% | 370 | $22K | Add +848.7% |
| CTAS Cintas Corp. | 0.01% | 107 | $22K | Add +1.9% |
| XLRE SS Real Estate Select Sector | 0.01% | 525 | $22K | No change |
| FTV Fortive Corp. | 0.01% | 300 | $22K | No change |
| WDS Woodside Energy Group-ADR | 0.01% | 1,471 | $21K | Reduce -25.4% |
| BABA Alibaba Group Holding-SP ADR | 0.01% | 160 | $21K | No change |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.01% | 648 | $21K | Reduce -12.0% |
| PARAA Paramount Global Class B | 0.01% | 1,764 | $21K | Add +254.2% |
| NXPI NXP Semiconductors NV | 0.01% | 110 | $21K | Add +46.7% |
| RXO Rxo Inc. | 0.01% | 1,075 | $21K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.01% | 237 | $20K | Add +5.3% |
| WAB Wabtec Corp. | 0.01% | 110 | $20K | Add +8.9% |
| CTVA Corteva Inc. | 0.01% | 315 | $20K | No change |
| VLTO Veralto Corp. | 0.01% | 203 | $20K | Add +1.5% |
| EFA iShares MSCI Eafe ETF | 0.01% | 242 | $20K | Reduce -95.1% |
| JXI iShares Global Utilities ETF | 0.01% | 286 | $20K | Reduce -15.6% |
| HII Huntington Ingalls Industrie | 0.01% | 96 | $20K | Add +9.1% |
| WST West Pharmaceutical Services | 0.01% | 87 | $19K | Reduce -9.4% |
| UBS UBS Group AG-Reg | 0.01% | 635 | $19K | Add +12.4% |
| KD Kyndryl Holdings Inc. | 0.01% | 613 | $19K | No change |
| BBY Best Buy Co. Inc. | 0.01% | 261 | $19K | Add +58.2% |
| LEA Lear Corp. | 0.01% | 217 | $19K | Reduce -35.8% |
| GTY Getty Realty Corp. | 0.01% | 607 | $19K | No change |
| CSX CSX Corp. | 0.01% | 637 | $19K | Reduce -39.0% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.01% | 194 | $19K | No change |
| SNDK Sandisk Corp. | 0.01% | 392 | $19K | Reduce -1.8% |
| ETN Eaton Corp. PLC | 0.01% | 68 | $18K | Reduce -10.5% |
| IEF iShares 7-10 Year Treasury B | 0.01% | 192 | $18K | No change |
| EME Emcor Group Inc. | 0.00% | 49 | $18K | No change |
| TEL Te Connectivity PLC | 0.00% | 126 | $18K | Add +93.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.00% | 50 | $18K | No change |
| HIG Hartford Insurance Group Inc. | 0.00% | 140 | $17K | Add +26.1% |
| QVMT Invesco S&P 500 Concentrated | 0.00% | 325 | $17K | No change |
| SEIC Sei Investments Company | 0.00% | 210 | $16K | Reduce -16.3% |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.00% | 1,196 | $16K | No change |
| PEY Invesco High Yield Equity Di | 0.00% | 750 | $16K | No change |
| ALC Alcon Inc. filed as ALCON AG | 0.00% | 169 | $16K | Reduce -14.2% |
| KHC The Kraft Heinz Co. | 0.00% | 524 | $16K | Add +89.9% |
| PLD Prologis Inc. | 0.00% | 142 | $16K | Add +195.8% |
| ZBH Zimmer Biomet Holdings Inc. | 0.00% | 140 | $16K | No change |
| QTEC First Trust Nasdq 100 Tech I | 0.00% | 91 | $16K | No change |
| FIS Fidelity National Info Serv | 0.00% | 209 | $16K | No change |
| ALK Alaska Air Group Inc. | 0.00% | 317 | $16K | Reduce -0.3% |
| AAL American Airlines Group Inc. | 0.00% | 1,479 | $16K | Add +0.1% |
| ESNT Essent Group Ltd. | 0.00% | 270 | $16K | Add +29.2% |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | 0.00% | 605 | $15K | No change |
| PID Invesco International Divide | 0.00% | 760 | $14K | Reduce -7.3% |
| BMVP Invesco Bloomberg MVP Multi- | 0.00% | 300 | $14K | No change |
| XYZ Block Inc. | 0.00% | 246 | $13K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.00% | 160 | $13K | Reduce -79.6% |
| ES Eversource Energy | 0.00% | 213 | $13K | Reduce -75.2% |
| VLO Valero Energy Corp. | 0.00% | 100 | $13K | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.00% | 200 | $13K | No change |
| ALB Albemarle Corp. | 0.00% | 183 | $13K | Reduce -6.6% |
| SRCE 1ST Source Corp. | 0.00% | 220 | $13K | No change |
| SNA Snap-on Inc. | 0.00% | 39 | $13K | Reduce -26.4% |
| PTON Peloton Interactive Inc. Class A | 0.00% | 2,050 | $13K | No change |
| DVN Devon Energy Corp. | 0.00% | 346 | $13K | No change |
| BMI Badger Meter Inc. | 0.00% | 68 | $13K | No change |
| VPU Vanguard Utilities ETF | 0.00% | 75 | $13K | No change |
| NET Cloudflare Inc. Class A | 0.00% | 113 | $13K | Add +13.0% |
| OHI Omega Healthcare Investors | 0.00% | 333 | $13K | No change |
| EUFN iShares MSCI Europe Financia | 0.00% | 445 | $13K | No change |
| B Barrick Gold Corp. | 0.00% | 650 | $13K | Add +815.5% |
| SCHB Schwab US Broad Market ETF | 0.00% | 564 | $12K | Add +104.3% |
| EWBC East West Bancorp Inc. | 0.00% | 135 | $12K | Reduce -10.0% |
| ABNB Airbnb Inc. Class A | 0.00% | 100 | $12K | No change |
| ET Energy Transfer LP | 0.00% | 640 | $12K | No change |
| EMN Eastman Chemical Co. | 0.00% | 135 | $12K | No change |
| CNI Canadian Natl Railway Co. | 0.00% | 121 | $12K | Reduce -62.1% |
| WCN Waste Connections Inc. | 0.00% | 60 | $12K | No change |
| EQIX Equinix Inc. | 0.00% | 14 | $11K | Add +55.6% |
| IYF iShares US Financials ETF | 0.00% | 100 | $11K | No change |
| VFC VF Corp. | 0.00% | 727 | $11K | Reduce -0.3% |
| VTR Ventas Inc. | 0.00% | 163 | $11K | No change |
| EVR Evercore Inc. Class A | 0.00% | 56 | $11K | Add +229.4% |
| GDMN Wisdomtree Eff Gold PL Miner | 0.00% | 256 | $11K | New |
| STIM Neuronetics Inc. | 0.00% | 3,000 | $11K | No change |
| EES Wisdomtree US Smallcap Fund | 0.00% | 225 | $11K | No change |
| KR Kroger Co. | 0.00% | 161 | $11K | No change |
| OKTA Okta Inc. | 0.00% | 100 | $11K | No change |
| SBUX Starbucks Corp. | 0.00% | 107 | $10K | No change |
| RDDT Reddit Inc. Class A | 0.00% | 100 | $10K | No change |
| SWKS Skyworks Solutions Inc. | 0.00% | 162 | $10K | Add +170.0% |
| HSY The Hershey Co. | 0.00% | 61 | $10K | Reduce -15.3% |
| FCOR Fidelity Corporate Bond ETF | 0.00% | 220 | $10K | Reduce -49.9% |
| MUR Murphy Oil Corp. | 0.00% | 361 | $10K | New |
| NOBL Proshares S&P 500 Dividend A | 0.00% | 100 | $10K | No change |
| URBN Urban Outfitters Inc. | 0.00% | 195 | $10K | No change |
| SM SM Energy Co. | 0.00% | 341 | $10K | Add +78.5% |
| REGN Regeneron Pharmaceuticals | 0.00% | 16 | $10K | Reduce -33.3% |
| OKE Oneok Inc. | 0.00% | 102 | $10K | No change |
| SG Sweetgreen Inc. Class A | 0.00% | 400 | $10K | No change |
| OMC Omnicom Group | 0.00% | 120 | $10K | No change |
| ADMA Adma Biologics Inc. | 0.00% | 500 | $10K | No change |
| TECK Teck Resources Ltd.-CLS B | 0.00% | 272 | $10K | New |
| ULTA Ulta Beauty Inc. | 0.00% | 27 | $10K | New |
| BYD Boyd Gaming Corp. | 0.00% | 148 | $10K | No change |
| PSA Public Storage | 0.00% | 32 | $10K | No change |
| SNPS Synopsys Inc. | 0.00% | 22 | $9K | Add +214.3% |
| TECH Bio-Techne Corp. | 0.00% | 160 | $9K | No change |
| EMSF Matthews Em Sustainable | 0.00% | 385 | $9K | No change |
| CAC Camden National Corp. | 0.00% | 229 | $9K | No change |
| XJR Ishr ESG SS S&P Smal-Cap-Usd | 0.00% | 245 | $9K | Reduce -59.2% |
| CASY Casey's General Stores Inc. | 0.00% | 21 | $9K | Add +162.5% |
| CWCO Consolidated Water Co.-Ord SH | 0.00% | 372 | $9K | No change |
| UFPI Ufp Industries Inc. | 0.00% | 85 | $9K | Add +34.9% |
| SPTS SS SPDR P St Term TSY ETF | 0.00% | 311 | $9K | No change |
| PGR Progressive Corp. | 0.00% | 32 | $9K | Add +45.5% |
| TYG Tortoise Energy Infrastruct | 0.00% | 210 | $9K | No change |
| FENY Fidelity MSCI Energy Index | 0.00% | 353 | $9K | No change |
| IWM iShares Russell 2000 ETF | 0.00% | 45 | $9K | New |
| EXPO Exponent Inc. | 0.00% | 109 | $9K | New |
| NWE Northwestern Energy Group Inc. | 0.00% | 150 | $9K | No change |
| VMC Vulcan Materials Co. | 0.00% | 37 | $9K | No change |
| PPL PPL Corp. | 0.00% | 236 | $9K | No change |
| PTH Invesco Dorsey Wright Health | 0.00% | 213 | $8K | New |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.00% | 24 | $8K | No change |
| XPH SS SPDR S&P Pharma ETF | 0.00% | 188 | $8K | No change |
| BSX Boston Scientific Corp. | 0.00% | 81 | $8K | Add +125.0% |
| DOCU Docusign Inc. | 0.00% | 100 | $8K | No change |
| MBC Masterbrand Inc. | 0.00% | 619 | $8K | Add +6.4% |
| DKS Dick's Sporting Goods Inc. | 0.00% | 40 | $8K | Reduce -44.4% |
| K Kellanova | 0.00% | 97 | $8K | Reduce -29.2% |
| OSK Oshkosh Corp. | 0.00% | 85 | $8K | Add +112.5% |
| IEMG iShares Core MSCI Emerging | 0.00% | 148 | $8K | Add +55.8% |
| SRE Sempra | 0.00% | 111 | $8K | Add +54.2% |
| LQDA Liquidia Corp. | 0.00% | 535 | $8K | No change |
| SCHF Schwab Intl Equity ETF | 0.00% | 398 | $8K | Add +20.6% |
| FREL Fidelity MSCI RL Est Indx | 0.00% | 281 | $8K | No change |
| OGN Organon & Co. | 0.00% | 514 | $8K | Add +225.3% |
| AOA iShares Core 80/20 Aggressiv | 0.00% | 100 | $8K | Add +58.7% |
| GMAB Genmab A/S -SP ADR | 0.00% | 384 | $8K | Add +41.7% |
| MRVL Marvell Technology Inc. | 0.00% | 122 | $8K | Add +31.2% |
| NYT New York Times Co. Class A | 0.00% | 150 | $7K | No change |
| CME Cme Group Inc. | 0.00% | 28 | $7K | No change |
| OBDC Blue Owl Capital Corp. | 0.00% | 499 | $7K | New |
| ARCC Ares Capital Corp. | 0.00% | 329 | $7K | New |
| AMG Affiliated Managers Group | 0.00% | 43 | $7K | Reduce -45.6% |
| STT State Street Corp. | 0.00% | 80 | $7K | No change |
| WMS Advanced Drainage Systems Inc. | 0.00% | 65 | $7K | No change |
| CIVI Civitas Resources Inc. | 0.00% | 202 | $7K | Reduce -34.4% |
| PHM Pultegroup Inc. | 0.00% | 68 | $7K | Add +28.3% |
| FBT First Trust Nyse Arca Biotec | 0.00% | 41 | $7K | No change |
| GDX Vaneck Gold Miners ETF | 0.00% | 150 | $7K | No change |
| TAP Molson Coors Beverage Co. Class B | 0.00% | 112 | $7K | Reduce -41.4% |
| MCHP Microchip Technology Inc. | 0.00% | 140 | $7K | Reduce -19.5% |
| CNQ Canadian Natural Resources | 0.00% | 219 | $7K | Reduce -11.3% |
| VOOG Vanguard S&P 500 Growth ETF | 0.00% | 20 | $7K | No change |
| FFIV F5 Inc. | 0.00% | 25 | $7K | Add +212.5% |
| ALV Autoliv Inc. | 0.00% | 75 | $7K | Reduce -22.7% |
| ILMN Illumina Inc. | 0.00% | 83 | $7K | Add +3.8% |
| MSM MSC Industrial Direct Co. Class A | 0.00% | 84 | $7K | Add +162.5% |
| CKPT Checkpoint Therapeutics Inc. | 0.00% | 1,600 | $6K | No change |
| EOG EOG Resources Inc. | 0.00% | 49 | $6K | New |
| PANW Palo Alto Networks Inc. | 0.00% | 36 | $6K | No change |
| BFAM Bright Horizons Family Solut | 0.00% | 48 | $6K | Add +45.5% |
| CNC Centene Corp. | 0.00% | 100 | $6K | No change |
| KTB Kontoor Brands Inc. | 0.00% | 93 | $6K | No change |
| STX Seagate Technology Holdings | 0.00% | 69 | $6K | No change |
| FE Firstenergy Corp. | 0.00% | 145 | $6K | No change |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.00% | 20 | $6K | Reduce -20.0% |
| IMUX Immunic Inc. | 0.00% | 5,200 | $6K | No change |
| ROKU Roku Inc. | 0.00% | 80 | $6K | No change |
| WSO Watsco Inc. | 0.00% | 11 | $6K | No change |
| IX Orix - Sponsored ADR filed as ORIX CORP | 0.00% | 265 | $6K | No change |
| SPT Sprout Social Inc. Class A | 0.00% | 250 | $5K | No change |
| NWSA News Corp. Class A | 0.00% | 200 | $5K | No change |
| CHRD Chord Energy Corp. | 0.00% | 48 | $5K | Reduce -72.9% |
| INGR Ingredion Inc. | 0.00% | 40 | $5K | Reduce -27.3% |
| ACWV iShares MSCI Global Min Vol | 0.00% | 46 | $5K | No change |
| ROST Ross Stores Inc. | 0.00% | 42 | $5K | New |
| QSR Restaurant Brands Intern | 0.00% | 80 | $5K | New |
| VEEV Veeva Systems Inc. Class A | 0.00% | 23 | $5K | No change |
| EVGO Evgo Inc. | 0.00% | 2,000 | $5K | No change |
| AEM Agnico Eagle Mines Ltd. | 0.00% | 49 | $5K | No change |
| ROP Roper Technologies Inc. | 0.00% | 9 | $5K | New |
| MU Micron Technology Inc. | 0.00% | 61 | $5K | Add +3.4% |
| PBA Pembina Pipeline Corp. | 0.00% | 130 | $5K | Reduce -47.6% |
| CBU Community Financial System I | 0.00% | 90 | $5K | No change |
| SCHI Schwab 5-10 Year Corporate B | 0.00% | 224 | $5K | No change |
| BEN Franklin Templeton Inc. | 0.00% | 259 | $5K | No change |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 400 | $5K | No change |
| WBD Warner Bros Discovery Inc. | 0.00% | 459 | $5K | Reduce -5.0% |
| KNSL Kinsale Capital Group Inc. | 0.00% | 10 | $5K | No change |
| STKL Sunopta Inc. | 0.00% | 1,000 | $5K | Reduce -47.4% |
| AN Autonation Inc. | 0.00% | 30 | $5K | Reduce -49.1% |
| COLM Columbia Sportswear Co. | 0.00% | 64 | $5K | No change |
| BCS Barclays PLC-Spons ADR | 0.00% | 311 | $5K | No change |
| AXON Axon Enterprise Inc. | 0.00% | 9 | $5K | No change |
| BCX BlackRock Resources & Commod | 0.00% | 500 | $5K | New |
| WPM Wheaton Precious Metals Corp. | 0.00% | 60 | $5K | Add +71.4% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.00% | 150 | $5K | No change |
| APTV Aptiv PLC | 0.00% | 77 | $5K | Reduce -62.8% |
| IBMR iShares Ibonds Dec 2029 M BD | 0.00% | 180 | $5K | No change |
| ELDN Eledon Pharmaceuticals Inc. | 0.00% | 1,300 | $4K | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.00% | 37 | $4K | Reduce -75.3% |
| IJT iShares S&P Small-Cap 600 GR | 0.00% | 35 | $4K | Reduce -73.1% |
| SEDG Solaredge Technologies Inc. | 0.00% | 266 | $4K | Add +2.7% |
| CEG Constellation Energy | 0.00% | 21 | $4K | No change |
| ASO Academy Sports & Outdoors Inc. | 0.00% | 92 | $4K | Reduce -50.0% |
| AKAM Akamai Technologies Inc. | 0.00% | 52 | $4K | New |
| CHKP Check Point Software Tech | 0.00% | 18 | $4K | No change |
| AER Aercap Holdings NV | 0.00% | 40 | $4K | No change |
| SCHG Schwab US Large-Cap Growth | 0.00% | 160 | $4K | No change |
| TMUS T-Mobile US Inc. | 0.00% | 15 | $4K | New |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.00% | 4 | $4K | Add +100.0% |
| VNT Vontier Corp. | 0.00% | 120 | $4K | No change |
| SWX Southwest Gas Holdings Inc. | 0.00% | 54 | $4K | New |
| WMK Weis Markets Inc. filed as WEIS MKTS INC | 0.00% | 50 | $4K | Reduce -50.0% |
| AEE Ameren Corporation | 0.00% | 38 | $4K | No change |
| NCLH Norwegian Cruise Line Holdin | 0.00% | 200 | $4K | No change |
| URI United Rentals Inc. | 0.00% | 6 | $4K | Reduce -75.0% |
| REXR Rexford Industrial Realty Inc. | 0.00% | 94 | $4K | No change |
| SU Suncor Energy Inc. | 0.00% | 95 | $4K | No change |
| NVCR Novocure Ltd. | 0.00% | 200 | $4K | No change |
| IAT iShares US Regional Banks Et | 0.00% | 75 | $3K | New |
| CE Celanese Corp. | 0.00% | 61 | $3K | Reduce -20.8% |
| HWC Hancock Whitney Corp. | 0.00% | 65 | $3K | New |
| MTDR Matador Resources Co. | 0.00% | 66 | $3K | Add +88.6% |
| XLY SS Consumer Disc Select Sect | 0.00% | 17 | $3K | No change |
| SMDV Proshrs RSL 2000 DVD GRW ETF | 0.00% | 50 | $3K | No change |
| CRON Cronos Group Inc. | 0.00% | 1,800 | $3K | No change |
| PCAR Paccar Inc. | 0.00% | 32 | $3K | No change |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.00% | 100 | $3K | No change |
| WDAY Workday Inc. Class A | 0.00% | 13 | $3K | New |
| TSN Tyson Foods Inc. Class A | 0.00% | 47 | $3K | Reduce -50.0% |
| JLL Jones Lang Lasalle Inc. | 0.00% | 12 | $3K | Add +100.0% |
| SIG Signet Jewelers Ltd. | 0.00% | 51 | $3K | New |
| HMC Honda Motor Co. Ltd.-Spons ADR | 0.00% | 109 | $3K | No change |
| ELF Elf Beauty Inc. | 0.00% | 47 | $3K | Add +1075.0% |
| BTC Grayscale Bitcoin Mini ETF | 0.00% | 80 | $3K | No change |
| HBI Hanesbrands Inc. | 0.00% | 500 | $3K | No change |
| ORLY O'reilly Automotive Inc. | 0.00% | 2 | $3K | No change |
| RBLX Roblox Corp. Class A | 0.00% | 48 | $3K | No change |
| SLVM Sylvamo Corp. | 0.00% | 41 | $3K | No change |
| BR Broadridge Financial Solutio | 0.00% | 11 | $3K | No change |
| UGI Ugi Corp. | 0.00% | 80 | $3K | No change |
| SF Stifel Financial Corp. | 0.00% | 27 | $3K | Add +42.1% |
| AIZ Assurant Inc. | 0.00% | 12 | $3K | No change |
| USFD US Foods Holding Corp. | 0.00% | 37 | $2K | No change |
| NLOP Net Lease Office Property | 0.00% | 77 | $2K | No change |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.00% | 95 | $2K | No change |
| LKQ LKQ Corp. | 0.00% | 56 | $2K | No change |
| CYBR Cyberark Software Ltd./Israel | 0.00% | 7 | $2K | No change |
| PNR Pentair PLC | 0.00% | 27 | $2K | Reduce -67.9% |
| LNC Lincoln National Corp. | 0.00% | 65 | $2K | New |
| CNH CNH Industrial NV | 0.00% | 182 | $2K | Add +42.2% |
| UBER Uber Technologies Inc. | 0.00% | 30 | $2K | Add +233.3% |
| PPG PPG Industries Inc. | 0.00% | 19 | $2K | New |
| HWM Howmet Aerospace Inc. | 0.00% | 16 | $2K | New |
| GVA Granite Construction Inc. | 0.00% | 27 | $2K | No change |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.00% | 28 | $2K | No change |
| WBA Walgreens Boots Alliance Inc. | 0.00% | 178 | $2K | Reduce -31.8% |
| BG Bunge Global SA | 0.00% | 26 | $2K | New |
| AMT American Tower Corp. | 0.00% | 9 | $2K | No change |
| SE Sea Ltd.-ADR | 0.00% | 15 | $2K | No change |
| CW Curtiss-Wright Corp. | 0.00% | 6 | $2K | Reduce -57.1% |
| SNOW Snowflake Inc. | 0.00% | 13 | $2K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.00% | 9 | $2K | No change |
| GGB Gerdau SA -Spon ADR | 0.00% | 630 | $2K | No change |
| PNC PNC Financial Services Group | 0.00% | 10 | $2K | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.00% | 32 | $2K | Reduce -21.9% |
| MPWR Monolithic Power Systems Inc. | 0.00% | 3 | $2K | New |
| TOST Toast Inc. Class A | 0.00% | 50 | $2K | No change |
| SHV iShares 0-1 Year Treasury Bo | 0.00% | 15 | $2K | No change |
| BIIB Biogen Inc. | 0.00% | 12 | $2K | Reduce -86.0% |
| WIX Wix.com Ltd. | 0.00% | 10 | $2K | No change |
| ADT Adt Inc. | 0.00% | 197 | $2K | No change |
| ANSS Ansys Inc. | 0.00% | 5 | $2K | Reduce -58.3% |
| KMX Carmax Inc. | 0.00% | 20 | $2K | No change |
| HBAN Huntington Bancshares Inc. | 0.00% | 100 | $2K | New |
| DNOW Dnow Inc. | 0.00% | 87 | $1K | No change |
| GRAB Grab Holdings Ltd. Class A | 0.00% | 327 | $1K | No change |
| AMP Ameriprise Financial Inc. | 0.00% | 3 | $1K | No change |
| NUS Nu Skin Enterprises Inc. Class A | 0.00% | 200 | $1K | No change |
| PINS Pinterest Inc. Class A | 0.00% | 45 | $1K | New |
| HUMA Humacyte Inc. | 0.00% | 800 | $1K | No change |
| MTH Meritage Homes Corp. | 0.00% | 19 | $1K | New |
| DECK Deckers Outdoor Corp. | 0.00% | 12 | $1K | Reduce -77.4% |
| BWA Borgwarner Inc. | 0.00% | 46 | $1K | Reduce -88.9% |
| ILCG iShares Morningstar Growth E | 0.00% | 16 | $1K | No change |
| ALGN Align Technology Inc. | 0.00% | 8 | $1K | New |
| EFT Eaton Vance Fltng RT Inc. TR | 0.00% | 100 | $1K | No change |
| PVH PVH Corp. | 0.00% | 19 | $1K | New |
| SCHZ Schwab US Aggregate Bond ETF | 0.00% | 50 | $1K | No change |
| HUBS HubSpot Inc. | 0.00% | 2 | $1K | No change |
| NTR Nutrien Ltd. | 0.00% | 23 | $1K | No change |
| RMD Resmed Inc. | 0.00% | 5 | $1K | No change |
| TWLO Twilio Inc. Class A | 0.00% | 11 | $1K | No change |
| ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS | 0.00% | 127 | $986 | No change |
| EEM iShares MSCI Emerging Market | 0.00% | 22 | $962 | Add +46.7% |
| EQNR Equinor ASA-Spon ADR | 0.00% | 35 | $926 | No change |
| NAD Nuveen Quality Municipal Inc. | 0.00% | 79 | $911 | New |
| PCOR Procore Technologies Inc. | 0.00% | 13 | $859 | No change |
| VGLT Vanguard Long-Term Treasury | 0.00% | 14 | $823 | No change |
| WSM Williams-Sonoma Inc. | 0.00% | 5 | $791 | Reduce -70.6% |
| PODD Insulet Corp. | 0.00% | 3 | $788 | No change |
| MNDY Monday.com Ltd. | 0.00% | 3 | $730 | No change |
| ING ING Groep N.V.-Sponsored ADR | 0.00% | 37 | $725 | No change |
| AVNS Avanos Medical Inc. | 0.00% | 50 | $717 | No change |
| ELAN Elanco Animal Health Inc. | 0.00% | 68 | $714 | No change |
| LSCC Lattice Semiconductor Corp. | 0.00% | 13 | $682 | No change |
| AVUS Avantis U.S. Equity ETF | 0.00% | 7 | $674 | No change |
| AVDE Avantis International Equity | 0.00% | 10 | $642 | No change |
| AVDV Avantis Intl S/C Value ETF | 0.00% | 9 | $612 | No change |
| ANF Abercrombie & Fitch Co. Class A | 0.00% | 8 | $611 | No change |
| SPSB SS SPDR P St C Corp. ETF | 0.00% | 20 | $602 | No change |
| AVAV Aerovironment Inc. | 0.00% | 5 | $596 | No change |
| AVEM Avantis Emerging Markets Eq | 0.00% | 10 | $587 | No change |
| SASR Sandy Spring Bancorp Inc. | 0.00% | 20 | $559 | No change |
| BHF Brighthouse Financial Inc. | 0.00% | 9 | $522 | No change |
| GTLB Gitlab Inc. Class A | 0.00% | 11 | $517 | No change |
| TSCO Tractor Supply Company | 0.00% | 9 | $496 | New |
| RPV Invesco S&P 500 Pure Value E | 0.00% | 5 | $495 | No change |
| NVT Nvent Electric PLC | 0.00% | 9 | $472 | New |
| M Macy's Inc. | 0.00% | 36 | $453 | New |
| AES AES Corp. | 0.00% | 36 | $448 | Reduce -84.1% |
| VNQ Vanguard Real Estate ETF | 0.00% | 4 | $408 | No change |
| CGEN Compugen Ltd. | 0.00% | 267 | $390 | No change |
| MRNA Moderna Inc. | 0.00% | 12 | $341 | Reduce -52.0% |
| ODP The Odp Corp. filed as THE ODP CORP | 0.00% | 23 | $330 | No change |
| CBRE GBL REAL ESTATE INC FD | 0.00% | 61 | $315 | No change |
| ZIMV Zimvie Inc. | 0.00% | 23 | $249 | Add +64.3% |
| BIRK Birkenstock Holding PLC | 0.00% | 5 | $230 | No change |
| CC The Chemours Co. | 0.00% | 16 | $217 | No change |
| WGHTQ WW International Inc. filed as WW INTL INC | 0.00% | 400 | $210 | No change |
| DOCN Digitalocean Holdings Inc. | 0.00% | 6 | $201 | No change |
| KLG WK Kellogg Co. | 0.00% | 10 | $200 | Reduce -50.0% |
| UPST Upstart Holdings Inc. | 0.00% | 4 | $185 | No change |
| CRSP Crispr Therapeutics AG | 0.00% | 5 | $171 | No change |
| CRSR Corsair Gaming Inc. | 0.00% | 18 | $160 | No change |
| PAYC Paycom Software Inc. | 0.00% | 1 | $149 | Reduce -83.3% |
| SRLN SS Blackstone Sr Loan ETF | 0.00% | 3 | $124 | No change |
| SYM Symbotic Inc. | 0.00% | 5 | $102 | New |
| SVM Silvercorp Metals Inc. | 0.00% | 25 | $97 | New |
| EAGG iShares ESG Aware US Aggrega | 0.00% | 2 | $95 | No change |
| VRT Vertiv Holdings Co. Class A | 0.00% | 1 | $73 | New |
| ACHR Archer Aviation Inc. Class A | 0.00% | 10 | $72 | New |
| TIGO Millicom Intl Cellular S.A. | 0.00% | 2 | $61 | No change |
| RUN Sunrun Inc. | 0.00% | 9 | $53 | No change |
| QS Quantumscape Corp. | 0.00% | 10 | $42 | No change |
| CHPT Chargepoint Holdings Inc. | 0.00% | 49 | $30 | No change |
| SNDL SNDL Inc. | 0.00% | 20 | $29 | No change |
| CRNC Cerence Inc. | 0.00% | 3 | $24 | No change |
| MSOS Advisorshares Pure US Cann | 0.00% | 8 | $21 | No change |
| BB Blackberry Ltd. | 0.00% | 5 | $19 | No change |
| REZI Resideo Technologies Inc. | 0.00% | 1 | $18 | New |
| HQH Abrdn Healthcare Investors | 0.00% | 1 | $17 | New |
| NOVABAY PHARMACEUTICALS INC | 0.00% | 1 | $1 | No change |