| VIG Vanguard Dividend Apprec ETF | 4.79% | 95,711 | $20.7M | Add +0.7% |
| VGIT Vanguard Intermediate-Term T | 4.25% | 305,566 | $18.3M | Add +7.2% |
| VTIP Vanguard Short-Term Tips | 4.25% | 361,733 | $18.3M | Add +11.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.93% | 35,299 | $16.9M | Reduce -0.5% |
| VLUE iShares MSCI USA Value Facto | 3.35% | 115,367 | $14.4M | Reduce -2.3% |
| DFUV Dimensional US Marketwide Va | 2.80% | 270,523 | $12.1M | Reduce -2.9% |
| VCRB Vanguard Core Bond ETF | 2.79% | 153,379 | $12.0M | Add +17133.6% |
| BNDX Vanguard Total Intl Bond ETF | 2.56% | 223,267 | $11.0M | Add +11.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 2.50% | 36,640 | $10.8M | Reduce -1.3% |
| IQLT iShares MSCI International Q | 2.02% | 197,580 | $8.7M | Add +1.7% |
| MSFT Microsoft Corp. | 1.99% | 16,574 | $8.6M | Reduce -1.1% |
| VIGI Vanguard Int Div App Indx FD | 1.54% | 74,113 | $6.6M | Add +0.8% |
| CGW Invesco S&P Global Water Ind | 1.50% | 100,792 | $6.5M | Add +0.5% |
| AAPL Apple Inc. | 1.45% | 24,539 | $6.2M | Add +3.6% |
| DFIS Dimensional International SM | 1.44% | 196,429 | $6.2M | Add +4.4% |
| SMLF iShares US Smallcap Equity F | 1.30% | 75,537 | $5.6M | Reduce -0.7% |
| BSCV Invesco Bulletshares 2031 CB | 1.26% | 325,452 | $5.4M | Add +9.6% |
| BSCW Invesco Bulletshares 2032 CB | 1.26% | 259,699 | $5.4M | Add +10.8% |
| BSCU Invesco Bulletshares 2030 CB | 1.22% | 311,763 | $5.3M | Add +9.3% |
| BSCT Invesco Bulletshares 2029 CB | 1.21% | 276,710 | $5.2M | Add +9.9% |
| BSCX Invesco Bulletshares 2033 CB | 1.16% | 231,984 | $5.0M | Add +12.3% |
| LRGF iShares US Equity Factor ETF | 1.09% | 68,302 | $4.7M | Reduce -0.1% |
| DFIV Dimensional International Va | 1.00% | 93,268 | $4.3M | Add +0.8% |
| VGK Vanguard Ftse Europe ETF | 0.98% | 53,210 | $4.2M | Add +0.8% |
| BSCY Invesco Bulletshares 2034 CB | 0.97% | 199,762 | $4.2M | Add +22.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.94% | 8,087 | $4.1M | Add +0.8% |
| BSCP Invesco Bulletshares 2025 CB | 0.92% | 192,618 | $4.0M | Reduce -2.0% |
| DFSI Dimensional Int Sus COR1 ETF | 0.90% | 95,054 | $3.9M | Add +12.7% |
| DFSU Dimensional US Sus CORE1 ETF | 0.90% | 91,066 | $3.9M | Add +8.2% |
| NVDA Nvidia Corp. | 0.88% | 20,356 | $3.8M | Add +1.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.87% | 5 | $3.8M | No change |
| USFR Wisdomtree Floating Rate Tre | 0.77% | 66,283 | $3.3M | Reduce -4.8% |
| SCHR Schwab Intermediate-Term US | 0.77% | 132,134 | $3.3M | Add +0.6% |
| JPM JPMorgan Chase & Co. | 0.75% | 10,239 | $3.2M | Reduce -0.7% |
| DGS Wisdomtree Em Small Cap | 0.69% | 52,013 | $3.0M | Add +2.1% |
| VPL Vanguard Ftse Pacific ETF | 0.66% | 32,443 | $2.8M | Reduce -1.8% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.64% | 89,204 | $2.8M | No change |
| BSCS Invesco Bulletshares 2028 CB | 0.61% | 127,263 | $2.6M | Add +6.8% |
| BSCR Invesco Bulletshares 2027 CB | 0.60% | 132,022 | $2.6M | Add +7.5% |
| IBIE iShares Ibonds Oct 2028 TT | 0.60% | 98,352 | $2.6M | Add +7.6% |
| IBID iShares Ibonds Oct 2027 TT | 0.60% | 98,776 | $2.6M | Add +7.8% |
| IBIC iShares Ibonds Oct 2026 TT | 0.59% | 97,649 | $2.5M | Add +7.0% |
| BSCQ Invesco Bulletshares 2026 CB | 0.58% | 128,835 | $2.5M | Add +7.5% |
| ESGV Vanguard ESG US Stock ETF | 0.56% | 20,409 | $2.4M | Add +16.4% |
| XOM Exxon Mobil Corp. | 0.56% | 21,314 | $2.4M | Reduce -2.4% |
| GMF State Street SPDR S&P Emergi | 0.54% | 16,646 | $2.3M | Reduce -2.4% |
| IAGG iShares Intl Aggregate Bond | 0.50% | 42,458 | $2.2M | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 0.50% | 8,852 | $2.2M | Add +15.9% |
| ORCL Oracle Corp. | 0.48% | 7,382 | $2.1M | Add +7.7% |
| XLP SS Consumer Staples Sel Sect | 0.48% | 26,463 | $2.1M | Add +34.7% |
| AVGO Broadcom Inc. | 0.43% | 5,579 | $1.8M | Add +1.5% |
| HD Home Depot Inc. | 0.42% | 4,513 | $1.8M | Add +0.4% |
| JNJ Johnson & Johnson | 0.42% | 9,759 | $1.8M | Reduce -0.3% |
| ESML iShares ESG Aware MSCI USA S | 0.41% | 39,262 | $1.8M | Reduce -3.4% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.41% | 72,516 | $1.8M | Add +69.5% |
| GE General Electric filed as GE AEROSPACE | 0.41% | 5,833 | $1.8M | Reduce -0.9% |
| SUSA iShares ESG Optimized MSCI U | 0.38% | 12,212 | $1.7M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.37% | 5,496 | $1.6M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 0.36% | 7,120 | $1.6M | Add +12.3% |
| GOOG Alphabet Inc. Class C | 0.36% | 6,388 | $1.6M | Add +8.0% |
| DFAT Dimensional US Target Value | 0.36% | 26,674 | $1.6M | Reduce -9.6% |
| SYK Stryker Corp. | 0.36% | 4,179 | $1.5M | No change |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.34% | 55,605 | $1.5M | Reduce -0.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.34% | 5,165 | $1.5M | Reduce -0.9% |
| PRF Invesco Rafi US 1000 ETF | 0.33% | 31,305 | $1.4M | No change |
| EW Edwards Lifesciences Corp. | 0.32% | 17,985 | $1.4M | Reduce -0.2% |
| IWF iShares Russell 1000 Growth | 0.32% | 2,924 | $1.4M | Add +1.7% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.32% | 17,186 | $1.4M | Reduce -2.1% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.30% | 29,722 | $1.3M | Reduce -7.5% |
| VSGX Vanguard ESG Intl Stock ETF | 0.30% | 18,604 | $1.3M | Reduce -8.0% |
| PG The Procter & Gamble Co. | 0.30% | 8,346 | $1.3M | Reduce -2.5% |
| CAT Caterpillar Inc. | 0.27% | 2,473 | $1.2M | Add +3.4% |
| CSCO Cisco Systems Inc. | 0.27% | 16,957 | $1.2M | Reduce -0.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.27% | 4,149 | $1.2M | Add +0.6% |
| ABBV Abbvie Inc. | 0.26% | 4,807 | $1.1M | Add +1.6% |
| FISV Fiserv Inc. | 0.24% | 8,184 | $1.1M | Reduce -0.1% |
| LLY Eli Lilly & Co. | 0.24% | 1,333 | $1.0M | Add +16.8% |
| IVV iShares Core S&P 500 ETF | 0.24% | 1,517 | $1.0M | Add +22.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.24% | 19,672 | $1.0M | Add +13.3% |
| NUSC Nuveen ESG Small-Cap ETF | 0.23% | 22,565 | $995K | No change |
| DFSE Dimensional Em Sus CORE1 ETF | 0.23% | 23,974 | $985K | Add +11.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 1,432 | $954K | No change |
| PFE Pfizer Inc. | 0.22% | 37,047 | $944K | Add +1.1% |
| AGG iShares Core U.S. Aggregate | 0.22% | 9,399 | $942K | Reduce -91.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 2,832 | $929K | Reduce -20.0% |
| VOO Vanguard S&P 500 ETF | 0.21% | 1,446 | $886K | Reduce -0.1% |
| V Visa Inc. Class A | 0.20% | 2,583 | $882K | Reduce -1.4% |
| GEV GE Vernova Inc. | 0.20% | 1,411 | $868K | Reduce -5.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.19% | 1,396 | $838K | No change |
| CVX Chevron Corp. | 0.19% | 5,295 | $822K | Add +0.0% |
| PEP Pepsico Inc. | 0.19% | 5,836 | $820K | Reduce -2.1% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.19% | 30,957 | $812K | Add +0.5% |
| MS Morgan Stanley | 0.19% | 5,105 | $811K | Add +0.2% |
| XLI SS Industrial Select Sector | 0.19% | 5,178 | $799K | Reduce -3.0% |
| RTX RTX Corp. | 0.19% | 4,769 | $798K | Add +0.0% |
| ANET Arista Networks Inc. | 0.18% | 5,335 | $777K | Reduce -2.0% |
| WMT Walmart Inc. | 0.17% | 7,254 | $748K | Reduce -1.8% |
| IBCA iShares Ibonds Dec 2035 TC | 0.17% | 28,363 | $739K | Add +2196.6% |
| NUMV Nuveen ESG Mid-Cap Value ETF | 0.17% | 19,010 | $735K | Reduce -0.5% |
| QDF NT Qual Div ETF | 0.17% | 8,964 | $712K | Reduce -6.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.16% | 6,113 | $700K | Reduce -5.7% |
| META Meta Platforms Inc. Class A | 0.16% | 951 | $698K | Add +2.1% |
| JVAL JPMorgan US Value Factor ETF | 0.16% | 14,415 | $685K | Reduce -22.5% |
| KO The Coca-Cola Co. | 0.16% | 10,185 | $675K | Reduce -0.4% |
| BSMU Invesco Bulletshares 2030 MB | 0.15% | 29,225 | $641K | Reduce -0.6% |
| ESGD iShares Trust iShares ESG Aw | 0.15% | 6,806 | $633K | Add +2.6% |
| IMCG iShares Morningstar Mid-Cap | 0.14% | 7,550 | $625K | Reduce -2.1% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.14% | 4,465 | $615K | Add +4.7% |
| ABT Abbott Laboratories | 0.14% | 4,586 | $614K | Add +0.9% |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.14% | 13,761 | $613K | Reduce -0.1% |
| XLK SS Technology Select Sector | 0.14% | 2,166 | $611K | No change |
| MCD McDonald's Corp. | 0.14% | 1,991 | $605K | Reduce -1.7% |
| BSMS Invesco Bulletshares 2028 MB | 0.14% | 25,785 | $604K | Add +8.1% |
| DXJ Wisdomtree Japan Hedged Eq | 0.14% | 4,666 | $597K | No change |
| BSMW Invesco Bulletshares 2032 MB | 0.14% | 23,595 | $589K | Reduce -6.3% |
| BSMT Invesco Bulletshares 2029 MB | 0.13% | 24,970 | $577K | Add +9.4% |
| MCO Moody's Corp. | 0.13% | 1,178 | $561K | Reduce -12.8% |
| MMM 3M Co. | 0.13% | 3,600 | $559K | Add +18.8% |
| BSSX Invesco Bulletshares 2033 MB | 0.12% | 20,945 | $535K | Add +6.1% |
| MRK Merck & Co. Inc. | 0.12% | 6,349 | $533K | Add +5.5% |
| LOW Lowe's Cos Inc. | 0.12% | 2,109 | $530K | Add +0.5% |
| AEP American Electric Power | 0.12% | 4,707 | $530K | No change |
| BSMR Invesco Bulletshares 2027 MB | 0.12% | 22,093 | $523K | Add +10.2% |
| SCHW Schwab (charles) Corp. | 0.12% | 5,455 | $521K | No change |
| BSMY Invesco Bulletshares 2034 MB | 0.12% | 20,997 | $511K | Add +20.9% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.12% | 3,953 | $498K | Reduce -3.0% |
| IDXX Idexx Laboratories Inc. | 0.11% | 771 | $493K | Reduce -2.4% |
| ESGE iShares Inc. iShares ESG Awar | 0.11% | 11,066 | $480K | Reduce -23.9% |
| CRM Salesforce Inc. | 0.11% | 1,987 | $471K | Reduce -8.9% |
| CVS CVS Health Corp. | 0.11% | 6,246 | $471K | Reduce -0.3% |
| BSMV Invesco Bulletshares 2031 MB | 0.11% | 22,290 | $468K | Reduce -4.9% |
| DELL Dell Technologies -C | 0.11% | 3,299 | $468K | Add +0.2% |
| PM Philip Morris International | 0.11% | 2,810 | $456K | Reduce -2.4% |
| ACN Accenture PLC Class A | 0.10% | 1,801 | $444K | Reduce -38.7% |
| SAP Sap SE-Sponsored ADR | 0.10% | 1,640 | $438K | Add +2.0% |
| RSPT Invesco S&P 500 Equal Weight | 0.10% | 9,720 | $433K | Reduce -4.7% |
| UNP Union Pacific Corp. | 0.10% | 1,833 | $433K | Reduce -1.8% |
| IBDX iShares Ibonds Dec 2032 TC | 0.10% | 16,668 | $427K | No change |
| NFLX Netflix Inc. | 0.10% | 353 | $423K | Add +0.3% |
| TSLA Tesla Inc. | 0.10% | 951 | $423K | Reduce -3.2% |
| CAH Cardinal Health Inc. | 0.10% | 2,621 | $411K | No change |
| EWX State Street SPDR S&P Emergi | 0.10% | 6,110 | $411K | Reduce -19.1% |
| BSMQ Invesco Bulletshares 2026 MB | 0.09% | 17,015 | $402K | Add +13.4% |
| NUEM Nuveen ESG Emerging Markets | 0.09% | 11,175 | $399K | No change |
| AMAT Applied Materials Inc. | 0.09% | 1,939 | $397K | Reduce -0.4% |
| SONY Sony Group Corp. - SP ADR | 0.09% | 13,686 | $394K | Add +2.2% |
| NVS Novartis AG-Sponsored ADR | 0.09% | 3,028 | $388K | Add +1.9% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.09% | 9,035 | $388K | No change |
| AMGN Amgen Inc. | 0.09% | 1,374 | $388K | Reduce -0.2% |
| LRCX Lam Research Corp. | 0.09% | 2,857 | $383K | Add +2.8% |
| VONV Vanguard Russell 1000 Value | 0.09% | 4,255 | $380K | No change |
| STN Stantec Inc. | 0.09% | 3,510 | $378K | Add +0.2% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.09% | 1,863 | $368K | No change |
| TD Toronto-Dominion Bank | 0.08% | 4,581 | $366K | Reduce -2.5% |
| SHW The Sherwin-Williams Co. | 0.08% | 1,052 | $364K | No change |
| DGRO iShares Core Dividend Growth | 0.08% | 5,325 | $363K | Reduce -3.6% |
| TT Trane Technologies PLC | 0.08% | 855 | $361K | Add +1.1% |
| BAX Baxter International Inc. | 0.08% | 15,842 | $361K | No change |
| MDLZ Mondelez International Inc. Class A | 0.08% | 5,707 | $357K | Reduce -4.4% |
| XLF SS Financial Select Sector | 0.08% | 6,609 | $356K | Reduce -10.4% |
| UL Unilever PLC | 0.08% | 5,818 | $345K | Add +0.3% |
| MFG Mizuho Financial Group-ADR | 0.08% | 51,448 | $345K | Add +2.3% |
| GLW Corning Inc. | 0.08% | 4,136 | $339K | Add +5.8% |
| T AT&T Inc. | 0.08% | 11,945 | $337K | Add +14.0% |
| GM General Motors Co. | 0.08% | 5,521 | $337K | Add +33.5% |
| QCOM Qualcomm Inc. | 0.08% | 1,993 | $332K | Reduce -1.5% |
| GS Goldman Sachs Group Inc. | 0.08% | 412 | $328K | Add +3.0% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.08% | 15,400 | $327K | No change |
| GD General Dynamics Corp. | 0.07% | 945 | $322K | No change |
| OTIS Otis Worldwide Corp. | 0.07% | 3,477 | $318K | Reduce -0.5% |
| COST Costco Wholesale Corp. | 0.07% | 341 | $316K | Reduce -2.3% |
| DE Deere & Co. | 0.07% | 686 | $314K | Add +16.1% |
| MA Mastercard Inc. Class A | 0.07% | 536 | $305K | Reduce -0.2% |
| BN Brookfield Corp. | 0.07% | 4,353 | $299K | No change |
| VZ Verizon Communications Inc. | 0.07% | 6,662 | $293K | Add +20.6% |
| ED Consolidated Edison Inc. | 0.07% | 2,799 | $281K | Reduce -11.1% |
| COP Conocophillips | 0.07% | 2,968 | $281K | Add +1.2% |
| YUM Yum! Brands Inc. | 0.06% | 1,810 | $275K | Reduce -0.2% |
| FSLR First Solar Inc. | 0.06% | 1,237 | $273K | Add +0.2% |
| UNH Unitedhealth Group Inc. | 0.06% | 790 | $273K | Add +69.2% |
| IWD iShares Russell 1000 Value E | 0.06% | 1,327 | $270K | Add +6.2% |
| NSC Norfolk Southern Corp. | 0.06% | 897 | $269K | Reduce -1.8% |
| C Citigroup Inc. | 0.06% | 2,644 | $268K | Add +1.4% |
| DGX Quest Diagnostics Inc. | 0.06% | 1,400 | $267K | No change |
| BA The Boeing Co. | 0.06% | 1,235 | $267K | Add +0.1% |
| IBDU iShares Ibonds Dec 2029 Term | 0.06% | 11,145 | $262K | No change |
| IJH iShares Core S&P Midcap ETF | 0.06% | 3,999 | $261K | No change |
| VXUS Vanguard Total Intl Stock | 0.06% | 3,545 | $260K | Reduce -21.3% |
| AVY Avery Dennison Corp. | 0.06% | 1,600 | $259K | No change |
| PZA Invesco National Amt-Free Mu | 0.06% | 11,160 | $258K | No change |
| SHEL Shell PLC-ADR | 0.06% | 3,495 | $250K | Add +6.7% |
| LNT Alliant Energy Corp. | 0.06% | 3,708 | $250K | Reduce -0.3% |
| MCK McKesson Corp. | 0.06% | 323 | $250K | No change |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.06% | 11,220 | $249K | No change |
| XYL Xylem Inc. | 0.06% | 1,674 | $247K | Reduce -4.5% |
| CEF Sprott Physical Gold and Sil | 0.06% | 6,640 | $244K | Reduce -7.2% |
| ES Eversource Energy | 0.06% | 3,409 | $243K | Reduce -31.9% |
| EMR Emerson Electric Co. | 0.06% | 1,825 | $239K | Add +1.3% |
| BSMP Invesco Bulletshares 2025 MB | 0.05% | 9,540 | $234K | Reduce -1.9% |
| MDT Medtronic PLC | 0.05% | 2,442 | $233K | Reduce -2.3% |
| EEMA iShares MSCI Emerg MRKT Asia | 0.05% | 2,530 | $232K | Reduce -0.8% |
| AVSE Avantis Resp Emerg MKTS Eq-E | 0.05% | 3,630 | $231K | Reduce -1.4% |
| IWO iShares Russell 2000 Growth | 0.05% | 719 | $230K | Reduce -3.0% |
| VRSN Verisign Inc. | 0.05% | 813 | $227K | Add +2.1% |
| VT Vanguard Tot World STK ETF | 0.05% | 1,633 | $225K | No change |
| VRSK Verisk Analytics Inc. | 0.05% | 885 | $223K | Reduce -6.0% |
| WEC WEC Energy Group Inc. | 0.05% | 1,941 | $222K | Reduce -2.4% |
| AFL Aflac Inc. | 0.05% | 1,979 | $221K | No change |
| IMCB iShares Morningstar Mid-Cap | 0.05% | 2,650 | $220K | No change |
| ITW Illinois Tool Works | 0.05% | 841 | $219K | Add +0.4% |
| RELX Relx PLC - Spon ADR | 0.05% | 4,564 | $218K | Add +4.7% |
| AVSD Avantis Reps Intern Equi ETF | 0.05% | 3,030 | $217K | No change |
| GSK GSK PLC-Spon ADR | 0.05% | 5,002 | $216K | Reduce -8.1% |
| XLC SS Comm Select Sector SPDR | 0.05% | 1,813 | $215K | No change |
| CI The Cigna Group | 0.05% | 741 | $214K | Reduce -1.6% |
| EZU iShares MSCI Eurozone ETF | 0.05% | 3,415 | $212K | No change |
| IBDQ iShares Ibonds Dec 2025 Term | 0.05% | 8,169 | $206K | Reduce -3.8% |
| CL Colgate-Palmolive Co. | 0.05% | 2,571 | $206K | Reduce -5.5% |
| PICB Invesco International Corpor | 0.05% | 8,500 | $203K | Add +1.4% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.05% | 3,123 | $202K | Reduce -4.6% |
| HEDJ Wisdomtree Europe Hedged Equ | 0.05% | 4,000 | $202K | No change |
| CARR Carrier Global Corp. | 0.05% | 3,365 | $201K | Add +3.1% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.05% | 5,827 | $200K | Add +33.5% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 0.05% | 7,550 | $200K | Add +2.2% |
| HON Honeywell International Inc. | 0.05% | 946 | $199K | Reduce -1.6% |
| ECL Ecolab Inc. | 0.05% | 726 | $199K | Add +0.3% |
| IPAC iShares Core MSCI Pacific Et | 0.04% | 2,585 | $190K | Reduce -3.9% |
| AXP American Express Co. | 0.04% | 569 | $189K | Add +1.6% |
| NKE Nike Inc. Class B | 0.04% | 2,699 | $188K | Reduce -1.3% |
| SYY Sysco Corp. | 0.04% | 2,279 | $188K | No change |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.04% | 2,629 | $187K | Add +6.6% |
| IVW iShares S&P 500 Growth ETF | 0.04% | 1,536 | $185K | No change |
| IXN iShares Global Tech ETF | 0.04% | 1,785 | $184K | No change |
| PSX Phillips 66 | 0.04% | 1,354 | $184K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.04% | 187 | $181K | Add +22.2% |
| TRI Thomson Reuters Corp. | 0.04% | 1,156 | $180K | Reduce -9.3% |
| BMY Bristol-Myers Squibb Co. | 0.04% | 3,972 | $179K | Add +6.2% |
| AON Aon PLC Class A | 0.04% | 500 | $178K | No change |
| MID American Century Mid Cap Gro | 0.04% | 2,675 | $178K | No change |
| ZTS Zoetis Inc. | 0.04% | 1,210 | $177K | Add +0.3% |
| ELV Elevance Health Inc. | 0.04% | 544 | $176K | Reduce -15.4% |
| RY Royal Bank of Canada | 0.04% | 1,164 | $171K | Add +22.1% |
| HPQ HP Inc. | 0.04% | 6,266 | $171K | Reduce -5.9% |
| RBA RB Global Inc. | 0.04% | 1,559 | $169K | Add +0.8% |
| IWV iShares Russell 3000 ETF | 0.04% | 443 | $168K | No change |
| ADI Analog Devices Inc. | 0.04% | 676 | $166K | Add +0.9% |
| NOW ServiceNow Inc. | 0.04% | 180 | $166K | Add +0.6% |
| LYG Lloyds Banking Group PLC-ADR | 0.04% | 35,505 | $161K | Add +0.5% |
| CLX Clorox Company | 0.04% | 1,300 | $160K | Reduce -0.9% |
| LHX L3HARRIS Technologies Inc. | 0.04% | 524 | $160K | Add +4.8% |
| DAL Delta Air Lines Inc. | 0.04% | 2,813 | $160K | Add +85.9% |
| SAN Banco Santander SA-Spon ADR | 0.04% | 15,087 | $158K | Add +6.8% |
| DUK Duke Energy Corp. | 0.04% | 1,277 | $158K | Reduce -13.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.04% | 756 | $158K | Reduce -4.3% |
| ADP Automatic Data Processing | 0.04% | 531 | $156K | Reduce -0.9% |
| IWN iShares Russell 2000 Value E | 0.04% | 880 | $156K | Reduce -4.9% |
| SPGI S&P Global Inc. | 0.04% | 316 | $154K | Reduce -0.6% |
| WDC Western Digital Corp. | 0.04% | 1,281 | $154K | Add +7.1% |
| TMO Thermo Fisher Scientific Inc. | 0.03% | 308 | $149K | Add +4.0% |
| PAYX Paychex Inc. | 0.03% | 1,175 | $149K | Reduce -2.9% |
| ASR Grupo Aeroportuario Sur-ADR | 0.03% | 459 | $148K | Reduce -0.4% |
| F Ford Motor Co. filed as FORD MTR CO | 0.03% | 12,353 | $148K | Add +19.2% |
| GEHC GE Healthcare Technology | 0.03% | 1,967 | $148K | Add +6.0% |
| WFC Wells Fargo & Co. | 0.03% | 1,754 | $147K | Reduce -1.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.03% | 1,676 | $146K | Add +73.7% |
| COF Capital One Financial Corp. | 0.03% | 687 | $146K | Add +3.9% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.03% | 1,313 | $143K | Add +1.9% |
| PLTR Palantir Technologies Inc. Class A | 0.03% | 775 | $141K | Add +190.3% |
| NDSN Nordson Corp. | 0.03% | 620 | $141K | Reduce -0.2% |
| NEE Nextera Energy Inc. | 0.03% | 1,845 | $139K | Add +7.8% |
| EFG iShares MSCI Eafe Growth ETF | 0.03% | 1,223 | $139K | Reduce -9.6% |
| XPO Xpo Inc. | 0.03% | 1,075 | $139K | No change |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.03% | 2,515 | $138K | Reduce -59.0% |
| DHR Danaher Corp. | 0.03% | 689 | $137K | Reduce -1.9% |
| TRV The Travelers Cos Inc. | 0.03% | 488 | $136K | Reduce -7.4% |
| VGSH Vanguard Short-Term Treasury | 0.03% | 2,315 | $136K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.03% | 825 | $136K | Reduce -7.8% |
| SCHX Schwab US Large-Cap ETF | 0.03% | 5,046 | $133K | New |
| OXY Occidental Petroleum Corp. | 0.03% | 2,781 | $131K | Add +1.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.03% | 332 | $130K | Reduce -3.2% |
| KBWB Invesco KBW Bank ETF | 0.03% | 1,655 | $129K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.03% | 1,671 | $128K | Add +9.0% |
| UNM Unum Group | 0.03% | 1,640 | $128K | Reduce -1.3% |
| IJR iShares Core S&P Small-Cap E | 0.03% | 1,055 | $125K | No change |
| INTC Intel Corp. | 0.03% | 3,714 | $125K | Reduce -0.3% |
| RJF Raymond James Financial Inc. | 0.03% | 717 | $124K | No change |
| IPG Interpublic Group of Cos Inc. | 0.03% | 4,428 | $124K | Reduce -2.8% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 0.03% | 1,395 | $123K | Reduce -3.5% |
| UAL United Airlines Holdings Inc. | 0.03% | 1,258 | $121K | No change |
| L Loews Corp. | 0.03% | 1,200 | $120K | No change |
| EVRG Evergy Inc. | 0.03% | 1,573 | $120K | Add +2.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.03% | 2,780 | $119K | No change |
| IBDT iShares Ibonds Dec 2028 ETF | 0.03% | 4,655 | $119K | Reduce -0.3% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.03% | 3,825 | $118K | Reduce -6.4% |
| EFA iShares MSCI Eafe ETF | 0.03% | 1,259 | $118K | Add +232.2% |
| GIL Gildan Activewear Inc. | 0.03% | 2,028 | $117K | Add +1.9% |
| LIN Linde PLC | 0.03% | 244 | $116K | Reduce -2.0% |
| GRMN Garmin Ltd. | 0.03% | 470 | $116K | No change |
| XOEX Xtrackers S&P 100 Ex Top 20 | 0.03% | 3,295 | $115K | No change |
| IXUS iShares Core Intl Stock ETF | 0.03% | 1,393 | $115K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.03% | 283 | $114K | No change |
| XLE SS Energy Select Sector | 0.03% | 1,271 | $114K | No change |
| RRX Regal Rexnord Corp. | 0.03% | 772 | $111K | Reduce -4.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.03% | 2,208 | $111K | Reduce -41.4% |
| BTI British American Tob-SP ADR | 0.03% | 2,066 | $110K | Add +9.4% |
| MO Altria Group Inc. | 0.02% | 1,591 | $105K | Reduce -33.9% |
| DGRW Wisdomtree U.S. Quality Divi | 0.02% | 1,175 | $105K | No change |
| INTU Intuit Inc. | 0.02% | 152 | $104K | Add +4.1% |
| IWS iShares Russell Mid-Cap Valu | 0.02% | 743 | $104K | Reduce -4.1% |
| TFLO iShares Treasury Floating Ra | 0.02% | 2,035 | $103K | Add +149.7% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.02% | 1,515 | $102K | Reduce -17.4% |
| NWG Natwest Group PLC -Spon ADR | 0.02% | 7,204 | $102K | Add +1.3% |
| IBDR iShares Ibonds Dec 2026 Term | 0.02% | 4,140 | $101K | Reduce -8.1% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.02% | 986 | $100K | Reduce -15.9% |
| GLD SPDR Gold Shares | 0.02% | 281 | $100K | Reduce -1.4% |
| HPE Hewlett Packard Enterprise | 0.02% | 4,057 | $100K | Add +1.9% |
| DD Dupont DE Nemours Inc. | 0.02% | 1,267 | $99K | No change |
| PSO Pearson PLC-Sponsored ADR | 0.02% | 6,919 | $98K | Reduce -8.6% |
| FCX Freeport-McMoran Inc. | 0.02% | 2,470 | $97K | Add +3.6% |
| RSP Invesco S&P 500 Equal Weight | 0.02% | 510 | $97K | No change |
| PWR Quanta Services Inc. | 0.02% | 233 | $97K | New |
| XLV SS Health Care Select Sector | 0.02% | 688 | $96K | Reduce -56.0% |
| SCHM Schwab US Mid Cap ETF | 0.02% | 3,137 | $93K | Add +17.0% |
| RACE Ferrari NV | 0.02% | 191 | $93K | No change |
| PRU Prudential Financial Inc. | 0.02% | 878 | $91K | Add +3.2% |
| AGCO Agco Corp. | 0.02% | 850 | $91K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.02% | 629 | $91K | No change |
| CAE Cae Inc. | 0.02% | 3,060 | $91K | Reduce -1.2% |
| TM Toyota Motor Corp. -Spon ADR | 0.02% | 472 | $90K | Add +10.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.02% | 481 | $90K | Reduce -19.2% |
| ISHG iShares -3 Year Internationa | 0.02% | 1,170 | $89K | Add +3.5% |
| AQWA Global X Clean Water ETF | 0.02% | 4,580 | $89K | No change |
| STLD Steel Dynamics Inc. | 0.02% | 639 | $89K | No change |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.02% | 5,588 | $89K | Add +10.8% |
| ESE Esco Technologies Inc. | 0.02% | 418 | $88K | Add +19.4% |
| SHOP Shopify Inc. Class A | 0.02% | 588 | $87K | Add +10.5% |
| GILD Gilead Sciences Inc. | 0.02% | 787 | $87K | Add +5.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.02% | 1,568 | $87K | Reduce -26.1% |
| VXF Vanguard Extended Market ETF | 0.02% | 413 | $86K | No change |
| BP BP PLC-Spons ADR | 0.02% | 2,473 | $85K | Add +0.5% |
| MPC Marathon Petroleum Corp. | 0.02% | 440 | $85K | No change |
| BDX Becton Dickinson and Co. | 0.02% | 447 | $84K | Reduce -6.9% |
| IBMT iShares Ibonds Dec 2031 Muni | 0.02% | 3,205 | $83K | Add +218.9% |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | 0.02% | 3,180 | $83K | Add +195.8% |
| LDEM iShares ESG MSCI Em Leaders | 0.02% | 1,375 | $81K | No change |
| HASI Ha Sustainable Infrastructur | 0.02% | 2,638 | $81K | Reduce -0.3% |
| AOS Smith (a.o.) Corp. | 0.02% | 1,096 | $80K | Add +0.2% |
| BAM Brookfield Asset Mgmt-A | 0.02% | 1,407 | $80K | No change |
| TGT Target Corp. | 0.02% | 881 | $79K | Reduce -18.9% |
| UDR Udr Inc. | 0.02% | 2,090 | $78K | Reduce -3.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.02% | 255 | $76K | No change |
| IEUR iShares Core MSCI Europe ETF | 0.02% | 1,110 | $76K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.02% | 526 | $75K | Reduce -10.7% |
| WPC WP Carey Inc. | 0.02% | 1,100 | $74K | Reduce -3.2% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.02% | 1,625 | $74K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.02% | 925 | $71K | Reduce -9.4% |
| D Dominion Energy Inc. | 0.02% | 1,160 | $71K | No change |
| FLEU Franklin Ftse Eurozone ETF | 0.02% | 2,210 | $71K | No change |
| ARE Alexandria Real Estate Equit | 0.02% | 850 | $71K | Reduce -8.7% |
| A Agilent Technologies Inc. | 0.02% | 549 | $70K | Reduce -32.6% |
| FXO First Trust Financial Alphad | 0.02% | 1,180 | $70K | No change |
| SO The Southern Co. | 0.02% | 739 | $70K | Reduce -9.9% |
| TRGP Targa Resources Corp. | 0.02% | 418 | $70K | No change |
| KEY Keycorp | 0.02% | 3,740 | $70K | No change |
| XEL Xcel Energy Inc. | 0.02% | 857 | $69K | Reduce -10.3% |
| KLAC KLA Corp. | 0.02% | 64 | $69K | No change |
| APD Air Products & Chemicals Inc. | 0.02% | 252 | $69K | No change |
| COIN Coinbase Global Inc. Class A | 0.02% | 200 | $67K | No change |
| NGG National Grid PLC-SP ADR | 0.02% | 928 | $67K | Add +0.8% |
| ITOT iShares Core S&P Total U.S. | 0.02% | 463 | $67K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.02% | 1,235 | $67K | Reduce -11.8% |
| BX Blackstone Inc. | 0.02% | 388 | $66K | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.02% | 986 | $66K | Reduce -10.4% |
| LMT Lockheed Martin Corp. | 0.02% | 132 | $66K | Reduce -9.0% |
| SMH Vaneck Semiconductor ETF | 0.02% | 200 | $65K | No change |
| IGV iShares Expanded Tech-Softwa | 0.02% | 565 | $65K | No change |
| STLA Stellantis NV | 0.01% | 6,948 | $65K | Add +6.6% |
| AMD Advanced Micro Devices | 0.01% | 400 | $65K | Add +12.7% |
| FDS Factset Research Systems Inc. | 0.01% | 225 | $64K | No change |
| LRGE Clearbridge Large Cap Growth | 0.01% | 764 | $64K | No change |
| TXN Texas Instruments Inc. | 0.01% | 346 | $64K | Reduce -16.4% |
| USIG iShares Broad Usd Investment | 0.01% | 1,217 | $64K | New |
| KMB Kimberly-Clark Corp. | 0.01% | 511 | $64K | Reduce -5.5% |
| WMB Williams Cos Inc. | 0.01% | 1,000 | $63K | No change |
| QQQM Invesco Nasdaq 100 ETF | 0.01% | 254 | $63K | No change |
| DOC Healthpeak Properties Inc. | 0.01% | 3,247 | $62K | Reduce -10.7% |
| ESGU iShares ESG Aware MSCI USA | 0.01% | 414 | $60K | New |
| GPC Genuine Parts Co. | 0.01% | 433 | $60K | Reduce -32.0% |
| FXH First Trust Health Care Alph | 0.01% | 547 | $60K | No change |
| CCI Crown Castle Inc. | 0.01% | 618 | $60K | No change |
| DFLV Dim US Large Cap Value ETF | 0.01% | 1,810 | $60K | No change |
| EXC Exelon Corp. | 0.01% | 1,320 | $59K | Add +4.1% |
| OHI Omega Healthcare Investors | 0.01% | 1,400 | $59K | New |
| E Eni SPA-Sponsored ADR | 0.01% | 1,691 | $59K | Add +0.7% |
| SYF Synchrony Financial | 0.01% | 831 | $59K | Add +15.9% |
| IR Ingersoll-Rand Inc. | 0.01% | 705 | $58K | No change |
| VEA Vanguard Ftse Developed ETF | 0.01% | 965 | $58K | Reduce -10.6% |
| NUE Nucor Corp. | 0.01% | 424 | $57K | No change |
| FLOT iShares Floating Rate Bond E | 0.01% | 1,115 | $57K | No change |
| PH Parker Hannifin Corp. | 0.01% | 75 | $57K | Reduce -3.9% |
| GXO Gxo Logistics Inc. | 0.01% | 1,075 | $57K | No change |
| FNCL Fidelity MSCI Financial Indx | 0.01% | 743 | $57K | No change |
| BIO Bio-Rad Laboratories-A | 0.01% | 200 | $56K | No change |
| VGT Vanguard Info Tech ETF | 0.01% | 73 | $55K | Reduce -40.6% |
| BKNG Booking Holdings Inc. | 0.01% | 10 | $54K | No change |
| EBAY eBay Inc. | 0.01% | 591 | $54K | Add +4.2% |
| FDIS Fidelity MSCI Cons Discr Ind | 0.01% | 522 | $54K | No change |
| TTE Totalenergies SE -Spon ADR | 0.01% | 899 | $54K | Add +18.6% |
| XBI SS SPDR S&P Biotech ETF | 0.01% | 535 | $54K | No change |
| SPEM State Street SP PTF Em ETF | 0.01% | 1,145 | $54K | No change |
| EIX Edison International | 0.01% | 967 | $53K | Reduce -20.7% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.01% | 890 | $53K | Add +0.7% |
| ACM Aecom | 0.01% | 403 | $53K | Add +0.5% |
| HAL Halliburton Co. | 0.01% | 2,125 | $52K | Add +88.9% |
| GAP The Gap Inc. | 0.01% | 2,438 | $52K | Add +0.1% |
| SNY Sanofi-ADR | 0.01% | 1,091 | $51K | Reduce -14.8% |
| BLK BlackRock Inc. | 0.01% | 44 | $51K | Add +2.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.01% | 587 | $51K | Reduce -2.6% |
| MRSH Marsh & McLennan Cos | 0.01% | 251 | $51K | Reduce -34.1% |
| IBB iShares Biotechnology ETF | 0.01% | 340 | $49K | No change |
| EXPD Expeditors Intl Wash Inc. | 0.01% | 398 | $49K | Add +3.4% |
| DPST Dirx DLY RGNL BNK B3X ETF-Ui | 0.01% | 485 | $49K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.01% | 671 | $48K | No change |
| EVR Evercore Inc. Class A | 0.01% | 140 | $47K | Add +12.9% |
| IX Orix - Sponsored ADR filed as ORIX CORP | 0.01% | 1,787 | $47K | Add +16.3% |
| PSCT Invesco S&P Smallcap Informa | 0.01% | 876 | $47K | No change |
| VTRS Viatris Inc. | 0.01% | 4,644 | $46K | Add +1.7% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.01% | 444 | $46K | Add +26.1% |
| SNDK Sandisk Corp. | 0.01% | 404 | $45K | No change |
| CTLP Cantaloupe Inc. | 0.01% | 4,250 | $45K | No change |
| AVLV Avantis US Large Cap Value | 0.01% | 615 | $44K | Reduce -16.3% |
| KMI Kinder Morgan Inc. | 0.01% | 1,503 | $43K | Reduce -9.2% |
| SLF Sun Life Financial Inc. | 0.01% | 704 | $42K | No change |
| PSKY Paramount Skydance Class B | 0.01% | 2,215 | $42K | New |
| SEIC Sei Investments Company | 0.01% | 485 | $41K | Add +6.1% |
| CB Chubb Ltd. | 0.01% | 145 | $41K | Reduce -32.6% |
| EVUS iShares ESG Aw MSCI US Value | 0.01% | 1,285 | $40K | No change |
| HLN Haleon PLC-ADR | 0.01% | 4,499 | $40K | Reduce -24.1% |
| MOAT Vaneck Morningstar Wide Moat | 0.01% | 405 | $40K | No change |
| GTLS Chart Industries Inc. | 0.01% | 200 | $40K | No change |
| YUMC Yum China Holdings Inc. | 0.01% | 929 | $40K | No change |
| IEMG iShares Core MSCI Emerging | 0.01% | 595 | $39K | Add +95.7% |
| FAST Fastenal Co. | 0.01% | 794 | $39K | Reduce -4.3% |
| SPTI SS SPDR P Int Term TSY ETF | 0.01% | 1,340 | $39K | New |
| NUDV Nuveen ESG Dividend ETF | 0.01% | 1,330 | $39K | No change |
| AEM Agnico Eagle Mines Ltd. | 0.01% | 229 | $39K | Add +94.1% |
| IVE iShares S&P 500 Value ETF | 0.01% | 186 | $38K | No change |
| PAVE Global X US Infrastructure | 0.01% | 800 | $38K | No change |
| BWA Borgwarner Inc. | 0.01% | 847 | $37K | Add +5.3% |
| JEPI JPMorgan Equity Premium Inco | 0.01% | 650 | $37K | New |
| GNTX Gentex Corp. | 0.01% | 1,307 | $37K | Add +14.2% |
| TAK Takeda Pharmaceutic-SP ADR | 0.01% | 2,521 | $37K | Add +16.2% |
| IGPT Invesco AI and Next Gen Soft | 0.01% | 681 | $37K | No change |
| HIG Hartford Insurance Group Inc. | 0.01% | 275 | $37K | Reduce -14.3% |
| ETR Entergy Corp. | 0.01% | 393 | $37K | No change |
| JHG Janus Henderson Group PLC | 0.01% | 818 | $36K | Add +42.3% |
| ADM Archer-Daniels-Midland Co. | 0.01% | 603 | $36K | Reduce -0.3% |
| UBS UBS Group AG-Reg | 0.01% | 878 | $36K | Add +23.5% |
| GBTC Grayscale Bitcoin Trust ETF | 0.01% | 400 | $36K | No change |
| CTAS Cintas Corp. | 0.01% | 174 | $36K | Add +3.6% |
| SDY SS SPDR S&P Dividend ETF | 0.01% | 250 | $35K | Reduce -39.8% |
| PKW Invesco Buyback Achievers Et | 0.01% | 264 | $35K | No change |
| CNQ Canadian Natural Resources | 0.01% | 1,088 | $35K | Add +21.4% |
| SCHD Schwab US DVD Equity ETF | 0.01% | 1,273 | $35K | No change |
| JCI Johnson Controls Internation | 0.01% | 313 | $34K | No change |
| USB US Bancorp | 0.01% | 700 | $34K | Reduce -36.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.01% | 133 | $34K | No change |
| PLD Prologis Inc. | 0.01% | 295 | $34K | Add +29.4% |
| EME Emcor Group Inc. | 0.01% | 52 | $34K | No change |
| ENB Enbridge Inc. | 0.01% | 668 | $34K | Reduce -13.5% |
| AIG American International Group | 0.01% | 426 | $33K | Add +19.0% |
| NXPI NXP Semiconductors NV | 0.01% | 146 | $33K | Add +3.5% |
| GSLC Goldman Activebeta US LC ETF | 0.01% | 255 | $33K | Reduce -7.3% |
| CRH CRH PLC | 0.01% | 277 | $33K | Add +21.5% |
| IVLU iShares MSCI International V | 0.01% | 925 | $33K | No change |
| SOXL Direx Dail Semi Bu 3X Et-Usd | 0.01% | 937 | $33K | New |
| MU Micron Technology Inc. | 0.01% | 193 | $32K | Add +20.6% |
| EFV iShares MSCI Eafe Value ETF | 0.01% | 472 | $32K | No change |
| BHP BHP Group Ltd.-Spon ADR | 0.01% | 570 | $32K | Add +34.8% |
| LAD Lithia Motors Inc. | 0.01% | 100 | $32K | No change |
| KEYS Keysight Technologies Inc. | 0.01% | 180 | $31K | No change |
| UTHR United Therapeutics Corp. | 0.01% | 75 | $31K | No change |
| SMFG Sumitomo Mitsui-Spons ADR | 0.01% | 1,876 | $31K | No change |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 0.01% | 390 | $31K | Add +8.3% |
| WTRG Essential Utilities Inc. | 0.01% | 771 | $31K | No change |
| XJH Ishare ESG SS S&P Midcap ETF | 0.01% | 700 | $31K | No change |
| MFC Manulife Financial Corp. | 0.01% | 979 | $30K | No change |
| MELI MercadoLibre Inc. | 0.01% | 13 | $30K | No change |
| ADBE Adobe Inc. | 0.01% | 86 | $30K | Reduce -59.0% |
| FAS Dirx DLY Finacial B3X ETF-Ui | 0.01% | 170 | $30K | No change |
| PPG PPG Industries Inc. | 0.01% | 287 | $30K | Reduce -6.5% |
| LAMR Lamar Advertising Co. Class A | 0.01% | 240 | $29K | No change |
| SOLV Solventum Corp. | 0.01% | 401 | $29K | Reduce -5.9% |
| WST West Pharmaceutical Services | 0.01% | 111 | $29K | No change |
| FOXA Fox Corp. Class A | 0.01% | 460 | $29K | Add +13.3% |
| BABA Alibaba Group Holding-SP ADR | 0.01% | 160 | $29K | No change |
| EFX Equifax Inc. | 0.01% | 111 | $28K | No change |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.01% | 858 | $28K | Add +25.1% |
| ARKK ARK Innovation ETF | 0.01% | 320 | $28K | New |
| VTC Vanguard Total Corporate BND | 0.01% | 351 | $28K | Reduce -66.7% |
| LEN Lennar Corp. Class A | 0.01% | 215 | $27K | Add +7.5% |
| HII Huntington Ingalls Industrie | 0.01% | 94 | $27K | No change |
| CHD Church & Dwight Co. Inc. | 0.01% | 308 | $27K | Add +14.9% |
| ICE Intercontinental Exchange Inc. | 0.01% | 157 | $26K | No change |
| ISRG Intuitive Surgical Inc. | 0.01% | 59 | $26K | Reduce -22.4% |
| CNC Centene Corp. | 0.01% | 739 | $26K | Add +455.6% |
| MET Metlife Inc. | 0.01% | 320 | $26K | Add +15.5% |
| PYPL PayPal Holdings Inc. | 0.01% | 389 | $26K | No change |
| FDL First Trust Morn DVD Lead Inc. | 0.01% | 600 | $26K | No change |
| VLTO Veralto Corp. | 0.01% | 241 | $26K | Add +6.2% |
| IBMR iShares Ibonds Dec 2029 M BD | 0.01% | 1,005 | $26K | No change |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.01% | 995 | $26K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.01% | 146 | $25K | Reduce -31.1% |
| GL Globe Life Inc. | 0.01% | 176 | $25K | No change |
| SPTS SS SPDR P St Term TSY ETF | 0.01% | 858 | $25K | Add +450.0% |
| PSCF Invesco S&P Smallcap Financi | 0.01% | 437 | $25K | No change |
| LEA Lear Corp. | 0.01% | 246 | $25K | Add +21.2% |
| VLO Valero Energy Corp. | 0.01% | 145 | $25K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.01% | 50 | $25K | No change |
| CMI Cummins Inc. | 0.01% | 57 | $24K | Add +14.0% |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.01% | 1,231 | $24K | No change |
| USHY iShares Broad Usd High Yield | 0.01% | 626 | $24K | Add +2.3% |
| PSCH Invesco S&P Smallcap Health | 0.01% | 567 | $24K | No change |
| RDDT Reddit Inc. Class A | 0.01% | 102 | $23K | Add +2.0% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.01% | 180 | $23K | Add +36.4% |
| BIIB Biogen Inc. | 0.01% | 167 | $23K | Add +32.5% |
| BCS Barclays PLC-Spons ADR | 0.01% | 1,129 | $23K | No change |
| AEE Ameren Corporation | 0.01% | 223 | $23K | Reduce -29.2% |
| WAB Wabtec Corp. | 0.01% | 116 | $23K | Reduce -12.1% |
| IBMP iShares Ibonds Dec 2027 Term | 0.01% | 910 | $23K | No change |
| IBMO iShares Ibonds Dec 2026 Term | 0.01% | 895 | $23K | No change |
| SNA Snap-on Inc. | 0.01% | 66 | $23K | Add +8.2% |
| WY Weyerhaeuser Co. | 0.01% | 908 | $23K | Reduce -65.0% |
| PCY Invesco Emerging Markets Sov | 0.01% | 1,042 | $22K | New |
| NNBR NN Inc. | 0.01% | 10,822 | $22K | No change |
| JXI iShares Global Utilities ETF | 0.01% | 286 | $22K | No change |
| SNPS Synopsys Inc. | 0.01% | 45 | $22K | Add +15.4% |
| XLRE SS Real Estate Select Sector | 0.01% | 525 | $22K | No change |
| CMCSA Comcast Corp. Class A | 0.01% | 690 | $22K | Reduce -72.0% |
| DVY iShares Select Dividend ETF | 0.01% | 152 | $22K | No change |
| NET Cloudflare Inc. Class A | 0.01% | 100 | $21K | Reduce -6.5% |
| MAR Marriott International Class A | 0.01% | 82 | $21K | Reduce -33.9% |
| CTVA Corteva Inc. | 0.00% | 315 | $21K | No change |
| AMTB Amerant Bancorp Inc. | 0.00% | 1,096 | $21K | No change |
| DOX Amdocs Ltd. | 0.00% | 257 | $21K | Add +2.4% |
| DOW Dow Inc. | 0.00% | 918 | $21K | Reduce -7.5% |
| PHM Pultegroup Inc. | 0.00% | 159 | $21K | Add +22.3% |
| ETN Eaton Corp. PLC | 0.00% | 56 | $21K | Add +14.3% |
| QTEC First Trust Nasdq 100 Tech I | 0.00% | 91 | $21K | No change |
| UTL Unitil Corp. | 0.00% | 430 | $21K | Reduce -33.3% |
| STT State Street Corp. | 0.00% | 176 | $20K | Add +31.3% |
| TECH Bio-Techne Corp. | 0.00% | 363 | $20K | Reduce -10.8% |
| TXT Textron Inc. | 0.00% | 236 | $20K | Reduce -56.4% |
| KD Kyndryl Holdings Inc. | 0.00% | 656 | $20K | No change |
| OMC Omnicom Group | 0.00% | 233 | $19K | Reduce -12.1% |
| TECK Teck Resources Ltd.-CLS B | 0.00% | 432 | $19K | No change |
| SWKS Skyworks Solutions Inc. | 0.00% | 244 | $19K | Add +13.0% |
| ADSK Autodesk Inc. | 0.00% | 57 | $18K | Add +42.5% |
| EMN Eastman Chemical Co. | 0.00% | 283 | $18K | Add +221.6% |
| QVMT Invesco S&P 500 Concentrated | 0.00% | 325 | $18K | No change |
| XYZ Block Inc. | 0.00% | 246 | $18K | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.00% | 200 | $18K | No change |
| BBY Best Buy Co. Inc. | 0.00% | 232 | $18K | Add +5.9% |
| CP Canadian Pacific Kansas City | 0.00% | 222 | $17K | Add +49.0% |
| RXO Rxo Inc. | 0.00% | 1,075 | $17K | No change |
| MUR Murphy Oil Corp. | 0.00% | 580 | $16K | Reduce -12.8% |
| ALB Albemarle Corp. | 0.00% | 203 | $16K | Add +5.7% |
| STX Seagate Technology Holdings | 0.00% | 69 | $16K | No change |
| GTY Getty Realty Corp. | 0.00% | 607 | $16K | No change |
| AAL American Airlines Group Inc. | 0.00% | 1,447 | $16K | Reduce -0.5% |
| TEL Te Connectivity PLC | 0.00% | 74 | $16K | Add +54.2% |
| CTSH Cognizant Tech Solutions-A | 0.00% | 236 | $16K | Reduce -29.6% |
| IT Gartner Inc. | 0.00% | 59 | $16K | Reduce -10.6% |
| MCHP Microchip Technology Inc. | 0.00% | 239 | $15K | Add +18.9% |
| PID Invesco International Divide | 0.00% | 720 | $15K | No change |
| EUFN iShares MSCI Europe Financia | 0.00% | 445 | $15K | No change |
| EMSF Matthews Em Sustainable | 0.00% | 510 | $15K | Add +32.5% |
| ULTA Ulta Beauty Inc. | 0.00% | 27 | $15K | No change |
| BMVP Invesco Bloomberg MVP Multi- | 0.00% | 300 | $15K | No change |
| FTV Fortive Corp. | 0.00% | 300 | $15K | Reduce -10.2% |
| SBUX Starbucks Corp. | 0.00% | 173 | $15K | Reduce -30.2% |
| SCHB Schwab US Broad Market ETF | 0.00% | 564 | $15K | Reduce -76.1% |
| APP AppLovin Corp. Class A | 0.00% | 20 | $14K | Add +33.3% |
| EWBC East West Bancorp Inc. | 0.00% | 135 | $14K | No change |
| VPU Vanguard Utilities ETF | 0.00% | 75 | $14K | No change |
| MTDR Matador Resources Co. | 0.00% | 316 | $14K | Add +5.3% |
| ZBH Zimmer Biomet Holdings Inc. | 0.00% | 140 | $14K | No change |
| APH Amphenol Corp. Class A | 0.00% | 110 | $14K | Add +59.4% |
| SRCE 1ST Source Corp. | 0.00% | 220 | $14K | No change |
| WCN Waste Connections Inc. | 0.00% | 77 | $14K | Add +28.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.00% | 291 | $13K | New |
| CAG Conagra Brands Inc. | 0.00% | 734 | $13K | New |
| EQIX Equinix Inc. | 0.00% | 17 | $13K | Add +41.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.00% | 160 | $13K | No change |
| CWCO Consolidated Water Co.-Ord SH | 0.00% | 372 | $13K | No change |
| CASY Casey's General Stores Inc. | 0.00% | 23 | $13K | Add +9.5% |
| IVZ Invesco Ltd. | 0.00% | 565 | $13K | No change |
| PEY Invesco High Yield Equity Di | 0.00% | 610 | $13K | No change |
| PGR Progressive Corp. | 0.00% | 52 | $13K | Add +62.5% |
| BYD Boyd Gaming Corp. | 0.00% | 148 | $13K | No change |
| PSA Public Storage | 0.00% | 44 | $13K | Reduce -26.7% |
| IYF iShares US Financials ETF | 0.00% | 100 | $13K | No change |
| EES Wisdomtree US Smallcap Fund | 0.00% | 225 | $13K | No change |
| URBN Urban Outfitters Inc. | 0.00% | 175 | $13K | Reduce -10.3% |
| PANW Palo Alto Networks Inc. | 0.00% | 60 | $12K | Add +22.4% |
| FIS Fidelity National Info Serv | 0.00% | 185 | $12K | Reduce -31.5% |
| LQDA Liquidia Corp. | 0.00% | 535 | $12K | No change |
| ITT Itt Inc. | 0.00% | 68 | $12K | Reduce -32.7% |
| BMI Badger Meter Inc. | 0.00% | 68 | $12K | No change |
| ABNB Airbnb Inc. Class A | 0.00% | 100 | $12K | No change |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.00% | 448 | $12K | New |
| KR Kroger Co. | 0.00% | 179 | $12K | Add +11.2% |
| TU Telus Corp. | 0.00% | 762 | $12K | New |
| VFC VF Corp. | 0.00% | 816 | $12K | Add +9.7% |
| NMR Nomura Holdings Inc.-Spon ADR | 0.00% | 1,618 | $12K | No change |
| ROK Rockwell Automation Inc. | 0.00% | 33 | $12K | Add +175.0% |
| GDX Vaneck Gold Miners ETF | 0.00% | 150 | $11K | Reduce -40.0% |
| HSY The Hershey Co. | 0.00% | 61 | $11K | No change |
| VTR Ventas Inc. | 0.00% | 163 | $11K | No change |
| VMC Vulcan Materials Co. | 0.00% | 37 | $11K | No change |
| CSX CSX Corp. | 0.00% | 319 | $11K | Reduce -26.5% |
| ALC Alcon Inc. filed as ALCON AG | 0.00% | 152 | $11K | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.00% | 36 | $11K | Reduce -16.3% |
| FFIV F5 Inc. | 0.00% | 33 | $11K | Add +94.1% |
| COO The Cooper Cos Inc. | 0.00% | 155 | $11K | Add +21.1% |
| ELF Elf Beauty Inc. | 0.00% | 79 | $10K | No change |
| XJR Ishr ESG SS S&P Smal-Cap-Usd | 0.00% | 245 | $10K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.00% | 100 | $10K | No change |
| DOCU Docusign Inc. | 0.00% | 141 | $10K | Add +41.0% |
| UPS United Parcel Service Class B | 0.00% | 120 | $10K | Reduce -90.0% |
| WBD Warner Bros Discovery Inc. | 0.00% | 512 | $10K | Reduce -39.4% |
| SEDG Solaredge Technologies Inc. | 0.00% | 269 | $10K | No change |
| DLR Digital Realty Trust Inc. | 0.00% | 57 | $10K | Add +14.0% |
| DEO Diageo PLC-Sponsored ADR | 0.00% | 103 | $10K | Reduce -61.9% |
| AER Aercap Holdings NV | 0.00% | 80 | $10K | No change |
| NNN NNN REIT Inc. | 0.00% | 225 | $10K | Add +230.9% |
| ESNT Essent Group Ltd. | 0.00% | 149 | $9K | Add +6.4% |
| EVGO Evgo Inc. | 0.00% | 2,000 | $9K | No change |
| INGR Ingredion Inc. | 0.00% | 77 | $9K | Add +67.4% |
| SCHF Schwab Intl Equity ETF | 0.00% | 398 | $9K | No change |
| IEF iShares 7-10 Year Treasury B | 0.00% | 96 | $9K | No change |
| GMAB Genmab A/S -SP ADR | 0.00% | 300 | $9K | No change |
| WDS Woodside Energy Group-ADR | 0.00% | 608 | $9K | Add +2.7% |
| WMS Advanced Drainage Systems Inc. | 0.00% | 65 | $9K | No change |
| XPH SS SPDR S&P Pharma ETF | 0.00% | 188 | $9K | No change |
| AOA iShares Core 80/20 Aggressiv | 0.00% | 100 | $9K | No change |
| PPL PPL Corp. | 0.00% | 236 | $9K | No change |
| FENY Fidelity MSCI Energy Index | 0.00% | 353 | $9K | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.00% | 20 | $9K | No change |
| NYT New York Times Co. Class A | 0.00% | 150 | $9K | No change |
| EOG EOG Resources Inc. | 0.00% | 75 | $8K | Add +226.1% |
| STIM Neuronetics Inc. | 0.00% | 3,000 | $8K | No change |
| WPM Wheaton Precious Metals Corp. | 0.00% | 73 | $8K | No change |
| KHC The Kraft Heinz Co. | 0.00% | 313 | $8K | Reduce -13.5% |
| ROKU Roku Inc. | 0.00% | 80 | $8K | No change |
| LNC Lincoln National Corp. | 0.00% | 194 | $8K | No change |
| MRVL Marvell Technology Inc. | 0.00% | 93 | $8K | No change |
| MSTR Strategy Inc. | 0.00% | 24 | $8K | Add +20.0% |
| CEG Constellation Energy | 0.00% | 23 | $8K | Add +9.5% |
| GIS General Mills Inc. | 0.00% | 150 | $8K | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.00% | 71 | $7K | No change |
| KTB Kontoor Brands Inc. | 0.00% | 93 | $7K | No change |
| FBT First Trust Nyse Arca Biotec | 0.00% | 41 | $7K | No change |
| CIVI Civitas Resources Inc. | 0.00% | 226 | $7K | Reduce -34.9% |
| ADMA Adma Biologics Inc. | 0.00% | 500 | $7K | No change |
| SRE Sempra | 0.00% | 81 | $7K | Add +47.3% |
| QS Quantumscape Corp. | 0.00% | 570 | $7K | Add +5600.0% |
| VEEV Veeva Systems Inc. Class A | 0.00% | 23 | $7K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.00% | 21 | $7K | Reduce -19.2% |
| PODD Insulet Corp. | 0.00% | 22 | $7K | No change |
| ARCC Ares Capital Corp. | 0.00% | 329 | $7K | No change |
| CUBE Cubesmart | 0.00% | 165 | $7K | Reduce -27.6% |
| AES AES Corp. | 0.00% | 509 | $7K | No change |
| CNI Canadian Natl Railway Co. | 0.00% | 71 | $7K | Reduce -73.8% |
| RBLX Roblox Corp. Class A | 0.00% | 48 | $7K | No change |
| FE Firstenergy Corp. | 0.00% | 145 | $7K | No change |
| CME Cme Group Inc. | 0.00% | 24 | $6K | Reduce -14.3% |
| AXON Axon Enterprise Inc. | 0.00% | 9 | $6K | No change |
| STE Steris PLC | 0.00% | 26 | $6K | Add +160.0% |
| OKTA Okta Inc. | 0.00% | 70 | $6K | Reduce -30.0% |
| NWSA News Corp. Class A | 0.00% | 208 | $6K | Reduce -2.4% |
| OBDC Blue Owl Capital Corp. | 0.00% | 499 | $6K | No change |
| REGN Regeneron Pharmaceuticals | 0.00% | 11 | $6K | Add +57.1% |
| BEN Franklin Templeton Inc. | 0.00% | 259 | $6K | No change |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 400 | $6K | No change |
| CHRD Chord Energy Corp. | 0.00% | 59 | $6K | No change |
| STKL Sunopta Inc. | 0.00% | 1,000 | $6K | No change |
| TFX Teleflex Inc. | 0.00% | 47 | $6K | Add +422.2% |
| WELL Welltower Inc. | 0.00% | 32 | $6K | New |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.00% | 150 | $6K | No change |
| PINS Pinterest Inc. Class A | 0.00% | 165 | $5K | No change |
| CBU Community Financial System I | 0.00% | 90 | $5K | No change |
| SPG Simon Property Group Inc. | 0.00% | 28 | $5K | No change |
| BFAM Bright Horizons Family Solut | 0.00% | 48 | $5K | No change |
| ARGX Argenx SE - ADR | 0.00% | 7 | $5K | Add +40.0% |
| NI Nisource Inc. | 0.00% | 117 | $5K | New |
| AMCR Amcor PLC | 0.00% | 619 | $5K | Reduce -81.2% |
| VNT Vontier Corp. | 0.00% | 120 | $5K | No change |
| AVA Avista Corp. | 0.00% | 133 | $5K | Reduce -33.5% |
| CRON Cronos Group Inc. | 0.00% | 1,800 | $5K | No change |
| BCE Bce Inc. | 0.00% | 213 | $5K | Add +83.6% |
| IJT iShares S&P Small-Cap 600 GR | 0.00% | 35 | $5K | No change |
| NCLH Norwegian Cruise Line Holdin | 0.00% | 200 | $5K | No change |
| RAL Ralliant Corp. | 0.00% | 111 | $5K | No change |
| WSO Watsco Inc. | 0.00% | 12 | $5K | Reduce -25.0% |
| UBER Uber Technologies Inc. | 0.00% | 49 | $5K | No change |
| M Macy's Inc. | 0.00% | 266 | $5K | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.00% | 5 | $5K | Add +150.0% |
| K Kellanova | 0.00% | 57 | $5K | Reduce -26.0% |
| RSG Republic Services Inc. | 0.00% | 20 | $5K | New |
| IMUX Immunic Inc. | 0.00% | 5,200 | $5K | No change |
| APA Apa Corp. | 0.00% | 188 | $5K | Reduce -21.0% |
| AIZ Assurant Inc. | 0.00% | 21 | $5K | Add +75.0% |
| PNR Pentair PLC | 0.00% | 41 | $5K | New |
| NTAP Netapp Inc. | 0.00% | 38 | $5K | Add +40.7% |
| WSM Williams-Sonoma Inc. | 0.00% | 23 | $4K | Add +91.7% |
| USFD US Foods Holding Corp. | 0.00% | 57 | $4K | Add +54.0% |
| J Jacobs Solutions Inc. | 0.00% | 29 | $4K | New |
| VIOO Vanguard S&P Small-Cap 600 E | 0.00% | 39 | $4K | No change |
| KNSL Kinsale Capital Group Inc. | 0.00% | 10 | $4K | No change |
| CNH CNH Industrial NV | 0.00% | 388 | $4K | Reduce -20.8% |
| BSX Boston Scientific Corp. | 0.00% | 43 | $4K | Reduce -17.3% |
| XLY SS Consumer Disc Select Sect | 0.00% | 17 | $4K | No change |
| BTC Grayscale Bitcoin Mini ETF | 0.00% | 80 | $4K | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.00% | 37 | $4K | No change |
| LNG Cheniere Energy Inc. | 0.00% | 17 | $4K | Add +41.7% |
| CFG Citizens Financial Group | 0.00% | 74 | $4K | Reduce -32.7% |
| WDAY Workday Inc. Class A | 0.00% | 16 | $4K | Add +100.0% |
| UGI Ugi Corp. | 0.00% | 115 | $4K | Add +43.8% |
| R Ryder System Inc. | 0.00% | 20 | $4K | New |
| HWM Howmet Aerospace Inc. | 0.00% | 19 | $4K | Reduce -17.4% |
| CHKP Check Point Software Tech | 0.00% | 18 | $4K | No change |
| TFC Truist Financial Corp. | 0.00% | 81 | $4K | Reduce -66.9% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.00% | 100 | $4K | No change |
| AMG Affiliated Managers Group | 0.00% | 15 | $4K | No change |
| CDNS Cadence Design SYS Inc. | 0.00% | 10 | $4K | Add +42.9% |
| NVT Nvent Electric PLC | 0.00% | 35 | $3K | No change |
| CYBR Cyberark Software Ltd./Israel | 0.00% | 7 | $3K | No change |
| ELDN Eledon Pharmaceuticals Inc. | 0.00% | 1,300 | $3K | No change |
| SMDV Proshrs RSL 2000 DVD GRW ETF | 0.00% | 50 | $3K | No change |
| HBI Hanesbrands Inc. | 0.00% | 500 | $3K | No change |
| GWX State Street SPDR S&P Intern | 0.00% | 81 | $3K | No change |
| GPN Global Payments Inc. | 0.00% | 39 | $3K | Add +225.0% |
| ORLY O'reilly Automotive Inc. | 0.00% | 30 | $3K | No change |
| SPT Sprout Social Inc. Class A | 0.00% | 250 | $3K | No change |
| SG Sweetgreen Inc. Class A | 0.00% | 400 | $3K | No change |
| TOL Toll Brothers Inc. | 0.00% | 23 | $3K | No change |
| PCAR Paccar Inc. | 0.00% | 32 | $3K | No change |
| AVB Avalonbay Communities Inc. | 0.00% | 16 | $3K | Add +23.1% |
| TMHC Taylor Morrison Home Corp. | 0.00% | 46 | $3K | No change |
| LKQ LKQ Corp. | 0.00% | 99 | $3K | Add +76.8% |
| GVA Granite Construction Inc. | 0.00% | 27 | $3K | No change |
| SNOW Snowflake Inc. | 0.00% | 13 | $3K | No change |
| CRUS Cirrus Logic Inc. | 0.00% | 23 | $3K | Add +21.1% |
| URI United Rentals Inc. | 0.00% | 3 | $3K | No change |
| HBAN Huntington Bancshares Inc. | 0.00% | 163 | $3K | Reduce -66.7% |
| HUBS HubSpot Inc. | 0.00% | 6 | $3K | No change |
| BKR Baker Hughes Co. | 0.00% | 57 | $3K | No change |
| MTSI Macom Technology Solutions H | 0.00% | 22 | $3K | No change |
| CW Curtiss-Wright Corp. | 0.00% | 5 | $3K | New |
| TYG Tortoise Energy Infrastruct | 0.00% | 63 | $3K | Reduce -70.0% |
| SE Sea Ltd.-ADR | 0.00% | 15 | $3K | No change |
| BR Broadridge Financial Solutio | 0.00% | 11 | $3K | No change |
| NVCR Novocure Ltd. | 0.00% | 200 | $3K | No change |
| ZION Zions Bancorp NA | 0.00% | 44 | $2K | Reduce -94.2% |
| OSK Oshkosh Corp. | 0.00% | 19 | $2K | New |
| MTD Mettler-Toledo International | 0.00% | 2 | $2K | No change |
| NUS Nu Skin Enterprises Inc. Class A | 0.00% | 200 | $2K | No change |
| FDX FedEx Corp. | 0.00% | 10 | $2K | Add +66.7% |
| B Barrick Mining Corp. | 0.00% | 71 | $2K | No change |
| AKAM Akamai Technologies Inc. | 0.00% | 30 | $2K | Reduce -9.1% |
| ZM Zoom Communications Inc. | 0.00% | 27 | $2K | Reduce -50.9% |
| NLOP Net Lease Office Property | 0.00% | 75 | $2K | Reduce -2.6% |
| FCOR Fidelity Corporate Bond ETF | 0.00% | 45 | $2K | Reduce -59.1% |
| ENPH Enphase Energy Inc. | 0.00% | 60 | $2K | Reduce -85.2% |
| FLUT Flutter Entertainment PLC-Di | 0.00% | 8 | $2K | No change |
| ESLT Elbit Systems Ltd. | 0.00% | 4 | $2K | New |
| GRAB Grab Holdings Ltd. Class A | 0.00% | 327 | $2K | No change |
| TWLO Twilio Inc. Class A | 0.00% | 19 | $2K | Add +72.7% |
| TOST Toast Inc. Class A | 0.00% | 50 | $2K | No change |
| DVN Devon Energy Corp. | 0.00% | 52 | $2K | No change |
| SLVM Sylvamo Corp. | 0.00% | 41 | $2K | No change |
| DKS Dick's Sporting Goods Inc. | 0.00% | 8 | $2K | Reduce -66.7% |
| WIX Wix.com Ltd. | 0.00% | 10 | $2K | No change |
| ALK Alaska Air Group Inc. | 0.00% | 35 | $2K | Reduce -88.0% |
| OGN Organon & Co. | 0.00% | 163 | $2K | Reduce -3.0% |
| AMT American Tower Corp. | 0.00% | 9 | $2K | No change |
| SW Smurfit Westrock PLC | 0.00% | 40 | $2K | New |
| SCHC Schwab Intl Small-Cap Equity | 0.00% | 37 | $2K | No change |
| ILCG iShares Morningstar Growth E | 0.00% | 16 | $2K | No change |
| SHV iShares 0-1 Year Treasury Bo | 0.00% | 15 | $2K | No change |
| KVUE Kenvue Inc. | 0.00% | 102 | $2K | Reduce -66.7% |
| RYN Rayonier Inc. | 0.00% | 62 | $2K | Reduce -38.0% |
| AVAV Aerovironment Inc. | 0.00% | 5 | $2K | No change |
| FANG Diamondback Energy Inc. | 0.00% | 11 | $2K | New |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.00% | 32 | $2K | No change |
| AMP Ameriprise Financial Inc. | 0.00% | 3 | $1K | No change |
| CINF Cincinnati Financial Corp. | 0.00% | 9 | $1K | Reduce -65.4% |
| HUMA Humacyte Inc. | 0.00% | 800 | $1K | No change |
| ELAN Elanco Animal Health Inc. | 0.00% | 68 | $1K | No change |
| RMD Resmed Inc. | 0.00% | 5 | $1K | No change |
| TAP Molson Coors Beverage Co. Class B | 0.00% | 30 | $1K | Reduce -57.8% |
| NTR Nutrien Ltd. | 0.00% | 23 | $1K | No change |
| DNOW Dnow Inc. | 0.00% | 87 | $1K | No change |
| SCHG Schwab US Large-Cap Growth | 0.00% | 40 | $1K | No change |
| SM SM Energy Co. | 0.00% | 50 | $1K | No change |
| DECK Deckers Outdoor Corp. | 0.00% | 12 | $1K | Reduce -60.0% |
| EFT Eaton Vance Fltng RT Inc. TR | 0.00% | 100 | $1K | No change |
| EEM iShares MSCI Emerging Market | 0.00% | 22 | $1K | No change |
| SCHZ Schwab US Aggregate Bond ETF | 0.00% | 50 | $1K | No change |
| ADT Adt Inc. | 0.00% | 133 | $1K | New |
| HST Host Hotels & Resorts Inc. | 0.00% | 64 | $1K | Reduce -33.3% |
| OMF Onemain Holdings Inc. | 0.00% | 19 | $1K | No change |
| ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS | 0.00% | 127 | $1K | No change |
| AFG American Financial Group Inc. | 0.00% | 7 | $1K | New |
| TMUS T-Mobile US Inc. | 0.00% | 4 | $958 | New |
| PCOR Procore Technologies Inc. | 0.00% | 13 | $948 | No change |
| KMX Carmax Inc. | 0.00% | 20 | $898 | No change |
| BG Bunge Global SA | 0.00% | 11 | $894 | New |
| LULU Lululemon Athletica Inc. | 0.00% | 5 | $890 | Reduce -98.8% |
| AXS Axis Capital Holdings Ltd. | 0.00% | 9 | $863 | New |
| ALL Allstate Corp. | 0.00% | 4 | $859 | New |
| MAA Mid-America Apartment Comm | 0.00% | 6 | $839 | New |
| VGLT Vanguard Long-Term Treasury | 0.00% | 15 | $830 | Add +7.1% |
| AVUS Avantis U.S. Equity ETF | 0.00% | 7 | $798 | No change |
| AVDV Avantis Intl S/C Value ETF | 0.00% | 9 | $795 | No change |
| NXST Nexstar Media Group Inc. | 0.00% | 4 | $791 | New |
| ACI Albertsons Cos Inc. Class A | 0.00% | 45 | $788 | New |
| AVDE Avantis International Equity | 0.00% | 10 | $778 | No change |
| GGB Gerdau SA -Spon ADR | 0.00% | 250 | $775 | Reduce -60.3% |
| PVH PVH Corp. | 0.00% | 9 | $754 | No change |
| AVEM Avantis Emerging Markets Eq | 0.00% | 10 | $740 | No change |
| STZ Constellation Brands Inc. Class A | 0.00% | 5 | $674 | Reduce -66.7% |
| NAD Nuveen Quality Municipal Inc. | 0.00% | 56 | $655 | Reduce -29.1% |
| TSN Tyson Foods Inc. Class A | 0.00% | 12 | $652 | Reduce -50.0% |
| ODP The Odp Corp. filed as THE ODP CORP | 0.00% | 23 | $641 | No change |
| AVUV Avantis US Small Cap Value | 0.00% | 6 | $634 | No change |
| SPSB SS SPDR P St C Corp. ETF | 0.00% | 20 | $606 | No change |
| DAR Darling Ingredients Inc. | 0.00% | 19 | $587 | No change |
| MNDY Monday.com Ltd. | 0.00% | 3 | $582 | No change |
| MTH Meritage Homes Corp. | 0.00% | 8 | $580 | No change |
| AVNS Avanos Medical Inc. | 0.00% | 50 | $578 | No change |
| BF.B Brown-Forman Corp. Class B | 0.00% | 20 | $542 | Reduce -67.7% |
| RPV Invesco S&P 500 Pure Value E | 0.00% | 5 | $541 | No change |
| HOLX Hologic Inc. | 0.00% | 8 | $540 | No change |
| ANF Abercrombie & Fitch Co. Class A | 0.00% | 6 | $514 | No change |
| PFG Principal Financial Group | 0.00% | 6 | $498 | No change |
| GTLB Gitlab Inc. Class A | 0.00% | 11 | $496 | No change |
| PTON Peloton Interactive Inc. Class A | 0.00% | 54 | $486 | Reduce -97.4% |
| BHF Brighthouse Financial Inc. | 0.00% | 9 | $478 | No change |
| MORN Morningstar Inc. | 0.00% | 2 | $465 | No change |
| MSI Motorola Solutions Inc. | 0.00% | 1 | $458 | No change |
| GIB Cgi Inc. | 0.00% | 5 | $446 | New |
| ZIMV Zimvie Inc. | 0.00% | 23 | $436 | No change |
| VNQ Vanguard Real Estate ETF | 0.00% | 5 | $419 | No change |
| VVX V2X Inc. | 0.00% | 7 | $407 | Reduce -36.4% |
| CART Maplebear Inc. | 0.00% | 11 | $405 | No change |
| VAC Marriott Vacations World | 0.00% | 6 | $400 | Reduce -40.0% |
| CGEN Compugen Ltd. | 0.00% | 267 | $393 | No change |
| FLO Flowers Foods Inc. | 0.00% | 30 | $392 | No change |
| BYND Beyond Meat Inc. | 0.00% | 206 | $390 | New |
| CRSP Crispr Therapeutics AG | 0.00% | 5 | $325 | No change |
| MUB iShares National Muni Bond E | 0.00% | 3 | $320 | No change |
| MRNA Moderna Inc. | 0.00% | 12 | $310 | No change |
| SYM Symbotic Inc. | 0.00% | 5 | $270 | No change |
| CC The Chemours Co. | 0.00% | 16 | $254 | No change |
| ING ING Groep N.V.-Sponsored ADR | 0.00% | 9 | $235 | Reduce -50.0% |
| BIRK Birkenstock Holding PLC | 0.00% | 5 | $227 | No change |
| DOCN Digitalocean Holdings Inc. | 0.00% | 6 | $205 | No change |
| UPST Upstart Holdings Inc. | 0.00% | 4 | $204 | No change |
| CRSR Corsair Gaming Inc. | 0.00% | 18 | $161 | No change |
| RUN Sunrun Inc. | 0.00% | 9 | $156 | No change |
| VRT Vertiv Holdings Co. Class A | 0.00% | 1 | $151 | No change |
| PAYC Paycom Software Inc. | 0.00% | 1 | $142 | No change |
| SRLN SS Blackstone Sr Loan ETF | 0.00% | 3 | $125 | No change |
| WW WW International Inc.-New filed as WW INTL INC | 0.00% | 4 | $110 | New |
| TIGO Millicom Intl Cellular S.A. | 0.00% | 2 | $98 | No change |
| ACHR Archer Aviation Inc. Class A | 0.00% | 10 | $96 | No change |
| SNDL SNDL Inc. | 0.00% | 20 | $54 | No change |
| NUW Nuveen Amt-Free Muni Val | 0.00% | 3 | $43 | Reduce -57.1% |
| MSOS Advisorshares Pure US Cann | 0.00% | 8 | $39 | No change |
| CRNC Cerence Inc. | 0.00% | 3 | $38 | No change |
| BB Blackberry Ltd. | 0.00% | 5 | $25 | No change |
| HQH Abrdn Healthcare Investors | 0.00% | 1 | $19 | No change |
| CHPT Chargepoint Holdings Inc. | 0.00% | 1 | $11 | Reduce -59.2% |
| NOVABAY PHARMACEUTICALS INC | 0.00% | 1 | $2 | No change |