| VIG Vanguard Dividend Apprec ETF | 4.76% | 96,315 | $21.2M | Add +0.6% |
| VTIP Vanguard Short-Term Tips | 4.51% | 405,650 | $20.1M | Add +12.1% |
| VGIT Vanguard Intermediate-Term T | 4.33% | 321,697 | $19.3M | Add +5.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.81% | 34,754 | $17.0M | Reduce -1.5% |
| VLUE iShares MSCI USA Value Facto | 3.53% | 114,846 | $15.7M | Reduce -0.5% |
| VCRB Vanguard Core Bond ETF | 2.90% | 165,892 | $12.9M | Add +8.2% |
| DFUV Dimensional US Marketwide Va | 2.88% | 275,014 | $12.8M | Add +1.7% |
| BNDX Vanguard Total Intl Bond ETF | 2.67% | 246,253 | $11.9M | Add +10.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 2.34% | 37,299 | $10.4M | Add +1.8% |
| IQLT iShares MSCI International Q | 2.04% | 200,151 | $9.1M | Add +1.3% |
| MSFT Microsoft Corp. | 1.78% | 16,407 | $7.9M | Reduce -1.0% |
| VIGI Vanguard Int Div App Indx FD | 1.56% | 75,785 | $6.9M | Add +2.3% |
| AAPL Apple Inc. | 1.50% | 24,606 | $6.7M | Add +0.3% |
| DFIS Dimensional International SM | 1.48% | 199,886 | $6.6M | Add +1.8% |
| CGW Invesco S&P Global Water Ind | 1.45% | 102,323 | $6.4M | Add +1.5% |
| BSCW Invesco Bulletshares 2032 CB | 1.29% | 274,464 | $5.7M | Add +5.7% |
| BSCV Invesco Bulletshares 2031 CB | 1.28% | 342,512 | $5.7M | Add +5.2% |
| BSCU Invesco Bulletshares 2030 CB | 1.26% | 330,671 | $5.6M | Add +6.1% |
| SMLF iShares US Smallcap Equity F | 1.25% | 74,101 | $5.5M | Reduce -1.9% |
| BSCT Invesco Bulletshares 2029 CB | 1.24% | 292,826 | $5.5M | Add +5.8% |
| BSCX Invesco Bulletshares 2033 CB | 1.21% | 250,270 | $5.4M | Add +7.9% |
| BSCY Invesco Bulletshares 2034 CB | 1.16% | 245,014 | $5.2M | Add +22.6% |
| DFIV Dimensional International Va | 1.09% | 97,333 | $4.9M | Add +4.4% |
| LRGF iShares US Equity Factor ETF | 1.05% | 67,177 | $4.7M | Reduce -1.6% |
| VGK Vanguard Ftse Europe ETF | 1.01% | 53,698 | $4.5M | Add +0.9% |
| DFSU Dimensional US Sus CORE1 ETF | 0.93% | 95,282 | $4.1M | Add +4.6% |
| DFSI Dimensional Int Sus COR1 ETF | 0.92% | 96,042 | $4.1M | Add +1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.90% | 8,001 | $4.0M | Reduce -1.1% |
| NVDA Nvidia Corp. | 0.85% | 20,391 | $3.8M | Add +0.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.85% | 5 | $3.8M | No change |
| IBCA iShares Ibonds Dec 2035 TC | 0.83% | 143,278 | $3.7M | Add +405.2% |
| USFR Wisdomtree Floating Rate Tre | 0.77% | 68,068 | $3.4M | Add +2.7% |
| SCHR Schwab Intermediate-Term US | 0.74% | 132,019 | $3.3M | Reduce -0.1% |
| DGS Wisdomtree Em Small Cap | 0.72% | 56,132 | $3.2M | Add +7.9% |
| JPM JPMorgan Chase & Co. | 0.70% | 9,718 | $3.1M | Reduce -5.1% |
| VPL Vanguard Ftse Pacific ETF | 0.67% | 32,753 | $3.0M | Add +1.0% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.63% | 88,939 | $2.8M | Reduce -0.3% |
| BSCR Invesco Bulletshares 2027 CB | 0.63% | 141,562 | $2.8M | Add +7.2% |
| BSCS Invesco Bulletshares 2028 CB | 0.62% | 134,903 | $2.8M | Add +6.0% |
| GOOGL Alphabet Inc. Class A | 0.62% | 8,794 | $2.8M | Reduce -0.7% |
| IBID iShares Ibonds Oct 2027 TT | 0.61% | 105,972 | $2.7M | Add +7.3% |
| XLP SS Consumer Staples Sel Sect | 0.61% | 35,158 | $2.7M | Add +32.9% |
| IBIE iShares Ibonds Oct 2028 TT | 0.61% | 105,108 | $2.7M | Add +6.9% |
| BSCQ Invesco Bulletshares 2026 CB | 0.61% | 137,673 | $2.7M | Add +6.9% |
| IBIC iShares Ibonds Oct 2026 TT | 0.60% | 104,139 | $2.7M | Add +6.7% |
| XOM Exxon Mobil Corp. | 0.57% | 21,164 | $2.5M | Reduce -0.7% |
| GMF State Street SPDR S&P Emergi | 0.51% | 16,419 | $2.3M | Reduce -1.4% |
| IAGG iShares Intl Aggregate Bond | 0.50% | 44,613 | $2.2M | Add +5.1% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.50% | 91,858 | $2.2M | Add +26.7% |
| ESGV Vanguard ESG US Stock ETF | 0.47% | 17,477 | $2.1M | Reduce -14.4% |
| GOOG Alphabet Inc. Class C | 0.46% | 6,470 | $2.0M | Add +1.3% |
| JNJ Johnson & Johnson | 0.46% | 9,792 | $2.0M | Add +0.3% |
| AVGO Broadcom Inc. | 0.43% | 5,548 | $1.9M | Reduce -0.6% |
| GE General Electric filed as GE AEROSPACE | 0.40% | 5,817 | $1.8M | Reduce -0.3% |
| ESML iShares ESG Aware MSCI USA S | 0.40% | 38,482 | $1.8M | Reduce -2.0% |
| AMZN Amazon.com Inc. | 0.37% | 7,176 | $1.7M | Add +0.8% |
| SUSA iShares ESG Optimized MSCI U | 0.36% | 11,643 | $1.6M | Reduce -4.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.36% | 5,463 | $1.6M | Reduce -0.6% |
| DFAT Dimensional US Target Value | 0.35% | 25,869 | $1.5M | Reduce -3.0% |
| EW Edwards Lifesciences Corp. | 0.35% | 18,065 | $1.5M | Add +0.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.34% | 5,125 | $1.5M | Reduce -0.8% |
| HD Home Depot Inc. | 0.34% | 4,362 | $1.5M | Reduce -3.4% |
| LLY Eli Lilly & Co. | 0.33% | 1,380 | $1.5M | Add +3.5% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.33% | 54,205 | $1.5M | Reduce -2.5% |
| PRF Invesco Rafi US 1000 ETF | 0.33% | 31,305 | $1.5M | No change |
| SYK Stryker Corp. | 0.33% | 4,179 | $1.5M | No change |
| DLS Wisdomtree Intl S/C DVD Fund | 0.31% | 17,045 | $1.4M | Reduce -0.8% |
| VSGX Vanguard ESG Intl Stock ETF | 0.30% | 18,481 | $1.3M | Reduce -0.7% |
| IWF iShares Russell 1000 Growth | 0.30% | 2,790 | $1.3M | Reduce -4.6% |
| ORCL Oracle Corp. | 0.30% | 6,765 | $1.3M | Reduce -8.4% |
| CSCO Cisco Systems Inc. | 0.29% | 16,959 | $1.3M | Add +0.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.28% | 4,154 | $1.3M | Add +0.1% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.27% | 27,024 | $1.2M | Reduce -9.1% |
| CAT Caterpillar Inc. | 0.26% | 2,001 | $1.1M | Reduce -19.1% |
| PG The Procter & Gamble Co. | 0.25% | 7,829 | $1.1M | Reduce -6.2% |
| ABBV Abbvie Inc. | 0.25% | 4,817 | $1.1M | Add +0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.24% | 19,740 | $1.1M | Add +0.3% |
| IVV iShares Core S&P 500 ETF | 0.24% | 1,580 | $1.1M | Add +4.2% |
| NUSC Nuveen ESG Small-Cap ETF | 0.23% | 22,565 | $1.0M | No change |
| DFSE Dimensional Em Sus CORE1 ETF | 0.22% | 23,734 | $984K | Reduce -1.0% |
| AGG iShares Core U.S. Aggregate | 0.21% | 9,399 | $939K | No change |
| GEV GE Vernova Inc. | 0.21% | 1,403 | $917K | Reduce -0.6% |
| VOO Vanguard S&P 500 ETF | 0.20% | 1,446 | $907K | No change |
| MS Morgan Stanley | 0.20% | 5,105 | $906K | No change |
| PFE Pfizer Inc. | 0.20% | 36,210 | $902K | Reduce -2.3% |
| V Visa Inc. Class A | 0.20% | 2,567 | $900K | Reduce -0.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.20% | 1,457 | $895K | Add +4.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 2,666 | $894K | Reduce -5.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 1,307 | $891K | Reduce -8.7% |
| RTX RTX Corp. | 0.19% | 4,723 | $866K | Reduce -1.0% |
| PEP Pepsico Inc. | 0.18% | 5,733 | $823K | Reduce -1.8% |
| WMT Walmart Inc. | 0.18% | 7,374 | $822K | Add +1.6% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.18% | 30,957 | $809K | No change |
| XLI SS Industrial Select Sector | 0.18% | 5,163 | $801K | Reduce -0.3% |
| ACN Accenture PLC Class A | 0.17% | 2,880 | $773K | Add +59.9% |
| NUMV Nuveen ESG Mid-Cap Value ETF | 0.17% | 19,359 | $757K | Add +1.8% |
| CVX Chevron Corp. | 0.17% | 4,928 | $751K | Reduce -6.9% |
| QDF NT Qual Div ETF | 0.16% | 8,881 | $718K | Reduce -0.9% |
| KO The Coca-Cola Co. | 0.16% | 10,188 | $712K | Add +0.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.16% | 6,175 | $703K | Add +1.0% |
| JVAL JPMorgan US Value Factor ETF | 0.16% | 14,075 | $691K | Reduce -2.4% |
| DXJ Wisdomtree Japan Hedged Eq | 0.15% | 4,666 | $673K | No change |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.15% | 4,700 | $663K | Add +5.3% |
| MRK Merck & Co. Inc. | 0.15% | 6,276 | $661K | Reduce -1.1% |
| ANET Arista Networks Inc. | 0.15% | 5,016 | $657K | Reduce -6.0% |
| BSMU Invesco Bulletshares 2030 MB | 0.14% | 29,055 | $640K | Reduce -0.6% |
| ESGD iShares Trust iShares ESG Aw | 0.14% | 6,723 | $639K | Reduce -1.2% |
| META Meta Platforms Inc. Class A | 0.14% | 946 | $624K | Reduce -0.5% |
| XLK SS Technology Select Sector | 0.14% | 4,332 | $624K | No change |
| BSMS Invesco Bulletshares 2028 MB | 0.14% | 26,355 | $619K | Add +2.2% |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.14% | 13,717 | $611K | Reduce -0.3% |
| MCD McDonald's Corp. | 0.14% | 1,982 | $606K | Reduce -0.5% |
| MCO Moody's Corp. | 0.14% | 1,182 | $604K | Add +0.3% |
| IMCG iShares Morningstar Mid-Cap | 0.14% | 7,550 | $603K | No change |
| BSMT Invesco Bulletshares 2029 MB | 0.13% | 24,970 | $578K | No change |
| MMM 3M Co. | 0.13% | 3,600 | $576K | No change |
| BSMY Invesco Bulletshares 2034 MB | 0.13% | 23,202 | $570K | Add +10.5% |
| ABT Abbott Laboratories | 0.13% | 4,538 | $569K | Reduce -1.1% |
| CRM Salesforce Inc. | 0.13% | 2,123 | $562K | Add +6.8% |
| BSMW Invesco Bulletshares 2032 MB | 0.12% | 21,995 | $552K | Reduce -6.8% |
| AEP American Electric Power | 0.12% | 4,740 | $547K | Add +0.7% |
| SCHW Schwab (charles) Corp. | 0.12% | 5,455 | $545K | No change |
| CAH Cardinal Health Inc. | 0.12% | 2,633 | $541K | Add +0.5% |
| BSMR Invesco Bulletshares 2027 MB | 0.12% | 22,498 | $532K | Add +1.8% |
| IDXX Idexx Laboratories Inc. | 0.12% | 773 | $523K | Add +0.3% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.11% | 3,953 | $509K | No change |
| LOW Lowe's Cos Inc. | 0.11% | 2,104 | $507K | Reduce -0.2% |
| AMAT Applied Materials Inc. | 0.11% | 1,948 | $501K | Add +0.5% |
| FISV Fiserv Inc. | 0.11% | 7,369 | $495K | Reduce -10.0% |
| BSSX Invesco Bulletshares 2033 MB | 0.11% | 19,020 | $492K | Reduce -9.2% |
| CVS CVS Health Corp. | 0.11% | 6,196 | $492K | Reduce -0.8% |
| LRCX Lam Research Corp. | 0.11% | 2,861 | $490K | Add +0.1% |
| ESGE iShares Inc. iShares ESG Awar | 0.11% | 10,898 | $481K | Reduce -1.5% |
| BSMV Invesco Bulletshares 2031 MB | 0.11% | 22,320 | $472K | Add +0.1% |
| AMGN Amgen Inc. | 0.10% | 1,385 | $453K | Add +0.8% |
| GM General Motors Co. | 0.10% | 5,545 | $451K | Add +0.4% |
| PM Philip Morris International | 0.10% | 2,799 | $449K | Reduce -0.4% |
| TSLA Tesla Inc. | 0.10% | 984 | $443K | Add +3.5% |
| RSPT Invesco S&P 500 Equal Weight | 0.10% | 9,662 | $440K | Reduce -0.6% |
| NVS Novartis AG-Sponsored ADR | 0.10% | 3,153 | $435K | Add +4.1% |
| TD Toronto-Dominion Bank | 0.10% | 4,613 | $435K | Add +0.7% |
| IBDX iShares Ibonds Dec 2032 TC | 0.10% | 16,668 | $426K | No change |
| DELL Dell Technologies -C | 0.09% | 3,309 | $417K | Add +0.3% |
| BSMQ Invesco Bulletshares 2026 MB | 0.09% | 17,420 | $412K | Add +2.4% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.09% | 9,035 | $408K | No change |
| EWX State Street SPDR S&P Emergi | 0.09% | 6,070 | $399K | Reduce -0.7% |
| NUEM Nuveen ESG Emerging Markets | 0.09% | 11,175 | $398K | No change |
| SAP Sap SE-Sponsored ADR | 0.09% | 1,634 | $397K | Reduce -0.4% |
| UNP Union Pacific Corp. | 0.09% | 1,705 | $394K | Reduce -7.0% |
| VONV Vanguard Russell 1000 Value | 0.09% | 4,255 | $393K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.08% | 1,863 | $375K | No change |
| MFG Mizuho Financial Group-ADR | 0.08% | 50,563 | $370K | Reduce -1.7% |
| DGRO iShares Core Dividend Growth | 0.08% | 5,268 | $366K | Reduce -1.1% |
| GLW Corning Inc. | 0.08% | 4,136 | $362K | No change |
| GS Goldman Sachs Group Inc. | 0.08% | 411 | $361K | Reduce -0.2% |
| SONY Sony Group Corp. - SP ADR | 0.08% | 13,659 | $350K | Reduce -0.2% |
| SHW The Sherwin-Williams Co. | 0.08% | 1,057 | $343K | Add +0.5% |
| QCOM Qualcomm Inc. | 0.08% | 1,989 | $340K | Reduce -0.2% |
| NFLX Netflix Inc. | 0.07% | 3,540 | $332K | Add +0.3% |
| XLF SS Financial Select Sector | 0.07% | 6,040 | $331K | Reduce -8.6% |
| TT Trane Technologies PLC | 0.07% | 846 | $329K | Reduce -1.1% |
| STN Stantec Inc. | 0.07% | 3,485 | $329K | Reduce -0.7% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.07% | 15,400 | $326K | No change |
| FSLR First Solar Inc. | 0.07% | 1,241 | $324K | Add +0.3% |
| DE Deere & Co. | 0.07% | 689 | $321K | Add +0.4% |
| GD General Dynamics Corp. | 0.07% | 945 | $318K | No change |
| UL Unilever PLC-Sponsored ADR | 0.07% | 4,837 | $316K | Reduce -6.4% |
| MA Mastercard Inc. Class A | 0.07% | 550 | $314K | Add +2.6% |
| COST Costco Wholesale Corp. | 0.07% | 351 | $303K | Add +2.9% |
| OTIS Otis Worldwide Corp. | 0.07% | 3,460 | $302K | Reduce -0.5% |
| BN Brookfield Corp. | 0.07% | 6,529 | $300K | No change |
| CEF Sprott Physical Gold and Sil | 0.07% | 6,430 | $294K | Reduce -3.2% |
| AVY Avery Dennison Corp. | 0.07% | 1,600 | $291K | No change |
| T AT&T Inc. | 0.06% | 11,398 | $283K | Reduce -4.6% |
| BAX Baxter International Inc. | 0.06% | 14,571 | $278K | Reduce -8.0% |
| YUM Yum! Brands Inc. | 0.06% | 1,814 | $274K | Add +0.2% |
| VXUS Vanguard Total Intl Stock | 0.06% | 3,624 | $273K | Add +2.2% |
| ED Consolidated Edison Inc. | 0.06% | 2,748 | $273K | Reduce -1.8% |
| MCK McKesson Corp. | 0.06% | 324 | $266K | Add +0.3% |
| UNH Unitedhealth Group Inc. | 0.06% | 796 | $263K | Add +0.8% |
| IBDU iShares Ibonds Dec 2029 Term | 0.06% | 11,145 | $261K | No change |
| VZ Verizon Communications Inc. | 0.06% | 6,262 | $255K | Reduce -6.0% |
| SHEL Shell PLC-ADR | 0.06% | 3,455 | $254K | Reduce -1.1% |
| IJH iShares Core S&P Midcap ETF | 0.06% | 3,844 | $254K | Reduce -3.9% |
| MDLZ Mondelez International Inc. Class A | 0.06% | 4,654 | $251K | Reduce -18.4% |
| NSC Norfolk Southern Corp. | 0.06% | 866 | $250K | Reduce -3.5% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.06% | 11,220 | $248K | No change |
| SCHF Schwab Intl Equity ETF | 0.05% | 10,150 | $244K | Add +2450.3% |
| DGX Quest Diagnostics Inc. | 0.05% | 1,400 | $243K | No change |
| LNT Alliant Energy Corp. | 0.05% | 3,709 | $241K | Add +0.0% |
| MDT Medtronic PLC | 0.05% | 2,494 | $240K | Add +2.1% |
| EMR Emerson Electric Co. | 0.05% | 1,795 | $238K | Reduce -1.6% |
| IWD iShares Russell 1000 Value E | 0.05% | 1,132 | $238K | Reduce -14.7% |
| ES Eversource Energy | 0.05% | 3,505 | $236K | Add +2.8% |
| EEMA iShares MSCI Emerg MRKT Asia | 0.05% | 2,510 | $236K | Reduce -0.8% |
| BA The Boeing Co. | 0.05% | 1,076 | $234K | Reduce -12.9% |
| COP Conocophillips | 0.05% | 2,483 | $232K | Reduce -16.3% |
| IWO iShares Russell 2000 Growth | 0.05% | 719 | $232K | No change |
| AVSE Avantis Resp Emerg MKTS Eq-E | 0.05% | 3,563 | $231K | Reduce -1.9% |
| VT Vanguard Tot World STK ETF | 0.05% | 1,633 | $230K | No change |
| XYL Xylem Inc. | 0.05% | 1,658 | $226K | Reduce -1.0% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.05% | 5,865 | $225K | Add +0.7% |
| AVSD Avantis Reps Intern Equi ETF | 0.05% | 3,030 | $225K | No change |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.05% | 3,040 | $224K | Reduce -2.7% |
| WDC Western Digital Corp. | 0.05% | 1,285 | $221K | Add +0.3% |
| IMCB iShares Morningstar Mid-Cap | 0.05% | 2,650 | $219K | No change |
| EZU iShares MSCI Eurozone ETF | 0.05% | 3,415 | $219K | No change |
| AFL Aflac Inc. | 0.05% | 1,979 | $218K | No change |
| BMY Bristol-Myers Squibb Co. | 0.05% | 4,018 | $217K | Add +1.2% |
| XLC SS Comm Select Sector SPDR | 0.05% | 1,813 | $213K | No change |
| HEDJ Wisdomtree Europe Hedged Equ | 0.05% | 4,000 | $212K | No change |
| GSK GSK PLC-Spon ADR | 0.05% | 4,252 | $209K | Reduce -15.0% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.05% | 2,642 | $208K | Add +0.5% |
| ITW Illinois Tool Works | 0.05% | 841 | $207K | No change |
| PICB Invesco International Corpor | 0.05% | 8,650 | $207K | Add +1.8% |
| AXP American Express Co. | 0.05% | 558 | $206K | Reduce -1.9% |
| WEC WEC Energy Group Inc. | 0.05% | 1,941 | $205K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.05% | 191 | $204K | Add +2.1% |
| CL Colgate-Palmolive Co. | 0.05% | 2,562 | $202K | Reduce -0.3% |
| ECL Ecolab Inc. | 0.05% | 764 | $201K | Add +5.2% |
| RY Royal Bank of Canada | 0.04% | 1,168 | $199K | Add +0.3% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 0.04% | 7,550 | $199K | No change |
| DAL Delta Air Lines Inc. | 0.04% | 2,837 | $197K | Add +0.8% |
| VRSN Verisign Inc. | 0.04% | 786 | $191K | Reduce -3.3% |
| IVW iShares S&P 500 Growth ETF | 0.04% | 1,536 | $189K | No change |
| LYG Lloyds Banking Group PLC-ADR | 0.04% | 35,623 | $189K | Add +0.3% |
| ELV Elevance Health Inc. | 0.04% | 537 | $188K | Reduce -1.3% |
| IPAC iShares Core MSCI Pacific Et | 0.04% | 2,565 | $188K | Reduce -0.8% |
| IXN iShares Global Tech ETF | 0.04% | 1,785 | $187K | No change |
| HON Honeywell International Inc. | 0.04% | 935 | $182K | Reduce -1.2% |
| VRSK Verisk Analytics Inc. | 0.04% | 796 | $178K | Reduce -10.1% |
| TMO Thermo Fisher Scientific Inc. | 0.04% | 307 | $178K | Reduce -0.3% |
| C Citigroup Inc. | 0.04% | 1,523 | $178K | Reduce -42.4% |
| AON Aon PLC Class A | 0.04% | 500 | $176K | No change |
| CI The Cigna Group | 0.04% | 635 | $175K | Reduce -14.3% |
| PSX Phillips 66 | 0.04% | 1,354 | $175K | No change |
| CARR Carrier Global Corp. | 0.04% | 3,304 | $175K | Reduce -1.8% |
| MID American Century Mid Cap Gro | 0.04% | 2,675 | $174K | No change |
| IWV iShares Russell 3000 ETF | 0.04% | 443 | $171K | No change |
| NKE Nike Inc. Class B | 0.04% | 2,682 | $171K | Reduce -0.6% |
| ADI Analog Devices Inc. | 0.04% | 628 | $170K | Reduce -7.1% |
| SYY Sysco Corp. | 0.04% | 2,310 | $170K | Add +1.4% |
| COF Capital One Financial Corp. | 0.04% | 695 | $168K | Add +1.2% |
| SPGI S&P Global Inc. | 0.04% | 320 | $167K | Add +1.3% |
| WFC Wells Fargo & Co. | 0.04% | 1,783 | $166K | Add +1.6% |
| PZA Invesco National Amt-Free Mu | 0.04% | 7,090 | $164K | Reduce -36.5% |
| F Ford Motor Co. filed as FORD MTR CO | 0.04% | 12,481 | $164K | Add +1.0% |
| VWO Vanguard Ftse Emerging Marke | 0.04% | 3,042 | $164K | Add +146.3% |
| LHX L3HARRIS Technologies Inc. | 0.04% | 551 | $162K | Add +5.2% |
| RBA RB Global Inc. | 0.04% | 1,564 | $161K | Add +0.3% |
| SAN Banco Santander SA-Spon ADR | 0.04% | 13,651 | $160K | Reduce -9.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.04% | 756 | $160K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.04% | 1,736 | $160K | Add +3.9% |
| IWN iShares Russell 2000 Value E | 0.04% | 880 | $159K | No change |
| DHR Danaher Corp. | 0.04% | 689 | $158K | No change |
| DUK Duke Energy Corp. | 0.04% | 1,334 | $156K | Add +4.5% |
| GEHC GE Healthcare Technology | 0.04% | 1,900 | $156K | Reduce -3.4% |
| RELX Relx PLC - Spon ADR | 0.03% | 3,794 | $153K | Reduce -16.9% |
| NEE Nextera Energy Inc. | 0.03% | 1,899 | $152K | Add +2.9% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.03% | 1,313 | $152K | No change |
| ZTS Zoetis Inc. | 0.03% | 1,195 | $150K | Reduce -1.2% |
| ASR Grupo Aeroportuario Sur-ADR | 0.03% | 462 | $149K | Add +0.7% |
| NDSN Nordson Corp. | 0.03% | 620 | $149K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.03% | 326 | $148K | Reduce -1.8% |
| XPO Xpo Inc. | 0.03% | 1,075 | $146K | No change |
| OMC Omnicom Group | 0.03% | 1,775 | $143K | Add +661.8% |
| NOW ServiceNow Inc. | 0.03% | 932 | $143K | Add +3.6% |
| PLTR Palantir Technologies Inc. Class A | 0.03% | 789 | $140K | Add +1.8% |
| ADP Automatic Data Processing | 0.03% | 543 | $140K | Add +2.3% |
| KBWB Invesco KBW Bank ETF | 0.03% | 1,655 | $140K | No change |
| UAL United Airlines Holdings Inc. | 0.03% | 1,244 | $139K | Reduce -1.1% |
| TRV The Travelers Cos Inc. | 0.03% | 479 | $139K | Reduce -1.8% |
| IUSG iShares Core S&P U.S. Growth | 0.03% | 825 | $139K | No change |
| TFLO iShares Treasury Floating Ra | 0.03% | 2,731 | $138K | Add +34.2% |
| INTC Intel Corp. | 0.03% | 3,725 | $137K | Add +0.3% |
| TRI Thomson Reuters Corp. | 0.03% | 1,031 | $136K | Reduce -10.8% |
| VGSH Vanguard Short-Term Treasury | 0.03% | 2,315 | $136K | No change |
| CLX Clorox Company | 0.03% | 1,348 | $136K | Add +3.7% |
| GLD SPDR Gold Shares | 0.03% | 338 | $134K | Add +20.3% |
| BSV Vanguard Short-Term Bond ETF | 0.03% | 1,652 | $130K | New |
| GIL Gildan Activewear Inc. | 0.03% | 2,078 | $130K | Add +2.5% |
| PAYX Paychex Inc. | 0.03% | 1,157 | $130K | Reduce -1.5% |
| IJR iShares Core S&P Small-Cap E | 0.03% | 1,055 | $127K | No change |
| NWG Natwest Group PLC -Spon ADR | 0.03% | 7,231 | $127K | Add +0.4% |
| L Loews Corp. | 0.03% | 1,200 | $126K | No change |
| FCX Freeport-McMoran Inc. | 0.03% | 2,475 | $126K | Add +0.2% |
| UNM Unum Group | 0.03% | 1,614 | $125K | Reduce -1.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.03% | 2,780 | $123K | No change |
| IBDT iShares Ibonds Dec 2028 ETF | 0.03% | 4,655 | $118K | No change |
| IXUS iShares Core Intl Stock ETF | 0.03% | 1,393 | $118K | No change |
| EVRG Evergy Inc. | 0.03% | 1,624 | $118K | Add +3.2% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.03% | 3,825 | $118K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.03% | 283 | $117K | No change |
| BTI British American Tob-SP ADR | 0.03% | 2,057 | $116K | Reduce -0.4% |
| RJF Raymond James Financial Inc. | 0.03% | 721 | $116K | Add +0.6% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 0.03% | 1,275 | $116K | Reduce -8.6% |
| BSMZ Inves Bltshrs 2035 MB ETF | 0.03% | 4,525 | $115K | New |
| XLE SS Energy Select Sector | 0.03% | 2,542 | $114K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.02% | 2,208 | $111K | No change |
| RRX Regal Rexnord Corp. | 0.02% | 772 | $108K | No change |
| STLD Steel Dynamics Inc. | 0.02% | 638 | $108K | Reduce -0.2% |
| EFG iShares MSCI Eafe Growth ETF | 0.02% | 943 | $107K | Reduce -22.9% |
| UPS United Parcel Service Class B | 0.02% | 1,083 | $107K | Add +802.5% |
| XLV SS Health Care Select Sector | 0.02% | 688 | $107K | No change |
| AVIV Avantis Intl LRG Cap Val ETF | 0.02% | 1,490 | $106K | Reduce -1.6% |
| XOEX Xtrackers S&P 100 Ex Top 20 | 0.02% | 2,890 | $106K | Reduce -12.3% |
| DGRW Wisdomtree U.S. Quality Divi | 0.02% | 1,175 | $105K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.02% | 743 | $105K | No change |
| TGT Target Corp. | 0.02% | 1,063 | $104K | Add +20.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.02% | 665 | $102K | Add +5.7% |
| OXY Occidental Petroleum Corp. | 0.02% | 2,481 | $102K | Reduce -10.8% |
| IWM iShares Russell 2000 ETF | 0.02% | 414 | $102K | New |
| TM Toyota Motor Corp. -Spon ADR | 0.02% | 473 | $101K | Add +0.2% |
| PRU Prudential Financial Inc. | 0.02% | 893 | $101K | Add +1.7% |
| IBDR iShares Ibonds Dec 2026 Term | 0.02% | 4,140 | $100K | No change |
| GILD Gilead Sciences Inc. | 0.02% | 816 | $100K | Add +3.7% |
| EFA iShares MSCI Eafe ETF | 0.02% | 1,042 | $100K | Reduce -17.2% |
| PWR Quanta Services Inc. | 0.02% | 236 | $100K | Add +1.3% |
| SNDK Sandisk Corp. | 0.02% | 419 | $99K | Add +3.7% |
| HPE Hewlett Packard Enterprise | 0.02% | 4,024 | $97K | Reduce -0.8% |
| PSO Pearson PLC-Sponsored ADR | 0.02% | 6,855 | $96K | Reduce -0.9% |
| INTU Intuit Inc. | 0.02% | 145 | $96K | Reduce -4.6% |
| LIN Linde PLC | 0.02% | 224 | $96K | Reduce -8.2% |
| GRMN Garmin Ltd. | 0.02% | 470 | $95K | No change |
| AMD Advanced Micro Devices | 0.02% | 437 | $94K | Add +9.3% |
| SHOP Shopify Inc. Class A | 0.02% | 580 | $93K | Reduce -1.4% |
| CAE Cae Inc. | 0.02% | 3,060 | $93K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.02% | 481 | $92K | No change |
| ISHG iShares -3 Year Internationa | 0.02% | 1,180 | $89K | Add +0.8% |
| AGCO Agco Corp. | 0.02% | 850 | $89K | No change |
| MO Altria Group Inc. | 0.02% | 1,532 | $88K | Reduce -3.7% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.02% | 5,500 | $87K | Reduce -1.6% |
| RSP Invesco S&P 500 Equal Weight | 0.02% | 455 | $87K | Reduce -10.8% |
| VXF Vanguard Extended Market ETF | 0.02% | 413 | $86K | No change |
| BP BP PLC-Spons ADR | 0.02% | 2,476 | $86K | Add +0.1% |
| AQWA Global X Clean Water ETF | 0.02% | 4,580 | $86K | No change |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.02% | 1,510 | $85K | Reduce -40.0% |
| IBMT iShares Ibonds Dec 2031 Muni | 0.02% | 3,205 | $83K | No change |
| HPQ HP Inc. | 0.02% | 3,727 | $83K | Reduce -40.5% |
| HASI Ha Sustainable Infrastructur | 0.02% | 2,638 | $83K | No change |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | 0.02% | 3,180 | $83K | No change |
| BDX Becton Dickinson and Co. | 0.02% | 427 | $83K | Reduce -4.5% |
| ESE Esco Technologies Inc. | 0.02% | 418 | $82K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.02% | 972 | $81K | Reduce -1.4% |
| LDEM iShares ESG MSCI Em Leaders | 0.02% | 1,375 | $80K | No change |
| BAM Brookfield Asset Mgmt-A | 0.02% | 1,524 | $80K | Add +8.3% |
| LULU Lululemon Athletica Inc. | 0.02% | 381 | $79K | Add +7520.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.02% | 1,544 | $79K | Reduce -1.5% |
| KLAC KLA Corp. | 0.02% | 64 | $78K | No change |
| KEY Keycorp | 0.02% | 3,740 | $77K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.02% | 255 | $77K | No change |
| STLA Stellantis NV | 0.02% | 6,987 | $76K | Add +0.6% |
| NGG National Grid PLC-SP ADR | 0.02% | 983 | $76K | Add +5.9% |
| NUE Nucor Corp. | 0.02% | 460 | $75K | Add +8.5% |
| A Agilent Technologies Inc. | 0.02% | 549 | $75K | No change |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.02% | 1,625 | $75K | No change |
| FLEU Franklin Ftse Eurozone ETF | 0.02% | 2,210 | $73K | No change |
| AOS Smith (a.o.) Corp. | 0.02% | 1,079 | $72K | Reduce -1.6% |
| IWP iShares Russell Mid-Cap Grow | 0.02% | 526 | $72K | No change |
| SMH Vaneck Semiconductor ETF | 0.02% | 200 | $72K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.02% | 925 | $72K | No change |
| MPC Marathon Petroleum Corp. | 0.02% | 440 | $72K | No change |
| EIX Edison International | 0.02% | 1,192 | $72K | Add +23.3% |
| FXO First Trust Financial Alphad | 0.02% | 1,180 | $71K | No change |
| TRGP Targa Resources Corp. | 0.02% | 385 | $71K | Reduce -7.9% |
| WPC WP Carey Inc. | 0.02% | 1,100 | $71K | No change |
| RACE Ferrari NV | 0.02% | 191 | $71K | No change |
| MRSH Marsh & McLennan Cos | 0.02% | 380 | $70K | Add +51.4% |
| UDR Udr Inc. | 0.02% | 1,893 | $69K | Reduce -9.4% |
| ITOT iShares Core S&P Total U.S. | 0.02% | 463 | $69K | No change |
| D Dominion Energy Inc. | 0.02% | 1,160 | $68K | No change |
| SYF Synchrony Financial | 0.02% | 814 | $68K | Reduce -2.0% |
| SO The Southern Co. | 0.02% | 778 | $68K | Add +5.3% |
| FDS Factset Research Systems Inc. | 0.01% | 225 | $65K | No change |
| XBI SS SPDR S&P Biotech ETF | 0.01% | 535 | $65K | No change |
| QQQM Invesco Nasdaq 100 ETF | 0.01% | 254 | $64K | No change |
| E Eni SPA-Sponsored ADR | 0.01% | 1,691 | $64K | No change |
| XEL Xcel Energy Inc. | 0.01% | 857 | $63K | No change |
| PH Parker Hannifin Corp. | 0.01% | 72 | $63K | Reduce -4.0% |
| LRGE Clearbridge Large Cap Growth | 0.01% | 764 | $63K | No change |
| ADBE Adobe Inc. | 0.01% | 179 | $63K | Add +108.1% |
| GAP The Gap Inc. | 0.01% | 2,438 | $62K | No change |
| FXH First Trust Health Care Alph | 0.01% | 547 | $62K | No change |
| APD Air Products & Chemicals Inc. | 0.01% | 252 | $62K | No change |
| OHI Omega Healthcare Investors | 0.01% | 1,400 | $62K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.01% | 414 | $62K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.01% | 683 | $61K | Reduce -59.3% |
| LMT Lockheed Martin Corp. | 0.01% | 126 | $61K | Reduce -4.5% |
| BIO Bio-Rad Laboratories-A | 0.01% | 200 | $61K | No change |
| VEA Vanguard Ftse Developed ETF | 0.01% | 965 | $60K | No change |
| WMB Williams Cos Inc. | 0.01% | 1,000 | $60K | No change |
| BX Blackstone Inc. | 0.01% | 389 | $60K | Add +0.3% |
| IAU iShares Gold Trust | 0.01% | 737 | $60K | New |
| IGV iShares Expanded Tech-Softwa | 0.01% | 565 | $60K | No change |
| EVUS iShares ESG Aw MSCI US Value | 0.01% | 1,855 | $59K | Add +44.4% |
| EXPD Expeditors Intl Wash Inc. | 0.01% | 398 | $59K | No change |
| EXC Exelon Corp. | 0.01% | 1,333 | $58K | Add +1.0% |
| FNCL Fidelity MSCI Financial Indx | 0.01% | 743 | $58K | No change |
| IBB iShares Biotechnology ETF | 0.01% | 340 | $57K | No change |
| TTE Totalenergies SE | 0.01% | 872 | $57K | Reduce -3.0% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.01% | 890 | $57K | No change |
| DFLV Dim US Large Cap Value ETF | 0.01% | 1,665 | $57K | Reduce -8.0% |
| VTRS Viatris Inc. | 0.01% | 4,572 | $57K | Reduce -1.6% |
| SNY Sanofi-ADR | 0.01% | 1,173 | $57K | Add +7.5% |
| FLOT iShares Floating Rate Bond E | 0.01% | 1,115 | $57K | No change |
| GXO Gxo Logistics Inc. | 0.01% | 1,075 | $57K | No change |
| IR Ingersoll-Rand Inc. | 0.01% | 705 | $56K | No change |
| VGT Vanguard Info Tech ETF | 0.01% | 73 | $55K | No change |
| IEUR iShares Core MSCI Europe ETF | 0.01% | 765 | $54K | Reduce -31.1% |
| SPEM State Street SP PTF Em ETF | 0.01% | 1,145 | $54K | No change |
| BKNG Booking Holdings Inc. | 0.01% | 10 | $54K | No change |
| FDIS Fidelity MSCI Cons Discr Ind | 0.01% | 522 | $53K | No change |
| CCI Crown Castle Inc. | 0.01% | 600 | $53K | Reduce -2.9% |
| Q Qnity Electronics Inc. | 0.01% | 648 | $53K | Add +2.3% |
| HIG Hartford Insurance Group Inc. | 0.01% | 383 | $53K | Add +39.3% |
| GPC Genuine Parts Co. | 0.01% | 422 | $52K | Reduce -2.5% |
| KMB Kimberly-Clark Corp. | 0.01% | 507 | $51K | Reduce -0.8% |
| TXN Texas Instruments Inc. | 0.01% | 294 | $51K | Reduce -15.0% |
| EBAY eBay Inc. | 0.01% | 577 | $50K | Reduce -2.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.01% | 1,174 | $50K | No change |
| CMI Cummins Inc. | 0.01% | 98 | $50K | Add +71.9% |
| MU Micron Technology Inc. | 0.01% | 175 | $50K | Reduce -9.3% |
| PSCT Invesco S&P Smallcap Informa | 0.01% | 876 | $50K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.01% | 671 | $49K | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.01% | 706 | $48K | Reduce -28.4% |
| DOC Healthpeak Properties Inc. | 0.01% | 2,969 | $48K | Reduce -8.6% |
| AVLV Avantis US Large Cap Value | 0.01% | 615 | $47K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.01% | 453 | $46K | Add +2.0% |
| YUMC Yum China Holdings Inc. | 0.01% | 962 | $46K | Add +3.5% |
| BHP BHP Group Ltd.-Spon ADR | 0.01% | 751 | $45K | Add +31.8% |
| CB Chubb Ltd. | 0.01% | 145 | $45K | No change |
| COIN Coinbase Global Inc. Class A | 0.01% | 200 | $45K | No change |
| CTLP Cantaloupe Inc. | 0.01% | 4,250 | $45K | No change |
| BLK BlackRock Inc. | 0.01% | 42 | $45K | Reduce -4.5% |
| EVR Evercore Inc. Class A | 0.01% | 132 | $45K | Reduce -5.7% |
| IX Orix - Sponsored ADR filed as ORIX CORP | 0.01% | 1,537 | $45K | Reduce -14.0% |
| MCHP Microchip Technology Inc. | 0.01% | 702 | $45K | Add +193.7% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 0.01% | 480 | $43K | Add +23.1% |
| KMI Kinder Morgan Inc. | 0.01% | 1,580 | $43K | Add +5.1% |
| MFC Manulife Financial Corp. | 0.01% | 1,187 | $43K | Add +21.3% |
| ISRG Intuitive Surgical Inc. | 0.01% | 76 | $43K | Add +28.8% |
| JHG Janus Henderson Group PLC | 0.01% | 902 | $43K | Add +10.3% |
| SLF Sun Life Financial Inc. | 0.01% | 687 | $43K | Reduce -2.4% |
| VGLT Vanguard Long-Term Treasury | 0.01% | 766 | $43K | Add +5006.7% |
| MOAT Vaneck Morningstar Wide Moat | 0.01% | 405 | $42K | No change |
| SEIC Sei Investments Company | 0.01% | 503 | $41K | Add +3.7% |
| GTLS Chart Industries Inc. | 0.01% | 200 | $41K | No change |
| AEM Agnico Eagle Mines Ltd. | 0.01% | 241 | $41K | Add +5.2% |
| IGPT Invesco AI and Next Gen Soft | 0.01% | 681 | $41K | No change |
| SCHA Schwab US Small-Cap ETF | 0.01% | 1,396 | $40K | New |
| IVE iShares S&P 500 Value ETF | 0.01% | 186 | $39K | No change |
| WY Weyerhaeuser Co. | 0.01% | 1,665 | $39K | Add +83.4% |
| BWA Borgwarner Inc. | 0.01% | 866 | $39K | Add +2.2% |
| NUDV Nuveen ESG Dividend ETF | 0.01% | 1,305 | $39K | Reduce -1.9% |
| PLD Prologis Inc. | 0.01% | 303 | $39K | Add +2.7% |
| PAVE Global X US Infrastructure | 0.01% | 800 | $38K | No change |
| ACM Aecom | 0.01% | 399 | $38K | Reduce -1.0% |
| JCI Johnson Controls Internation | 0.01% | 313 | $37K | No change |
| USB US Bancorp | 0.01% | 700 | $37K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.01% | 650 | $37K | No change |
| HLN Haleon PLC-ADR | 0.01% | 3,658 | $37K | Reduce -18.7% |
| BCS Barclays PLC-Spons ADR | 0.01% | 1,451 | $37K | Add +28.5% |
| KEYS Keysight Technologies Inc. | 0.01% | 180 | $37K | No change |
| UTHR United Therapeutics Corp. | 0.01% | 75 | $37K | No change |
| ETR Entergy Corp. | 0.01% | 393 | $36K | No change |
| SMFG Sumitomo Mitsui-Spons ADR | 0.01% | 1,876 | $36K | No change |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.01% | 1,550 | $36K | Add +25.9% |
| ADM Archer-Daniels-Midland Co. | 0.01% | 628 | $36K | Add +4.2% |
| PKW Invesco Buyback Achievers Et | 0.01% | 264 | $35K | No change |
| PINS Pinterest Inc. Class A | 0.01% | 1,365 | $35K | Add +727.3% |
| IVLU iShares MSCI International V | 0.01% | 925 | $35K | No change |
| SCHD Schwab US DVD Equity ETF | 0.01% | 1,273 | $35K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.01% | 250 | $35K | No change |
| CRH CRH PLC | 0.01% | 277 | $35K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.01% | 133 | $34K | No change |
| LAD Lithia Motors Inc. | 0.01% | 102 | $34K | Add +2.0% |
| TAK Takeda Pharmaceutic-SP ADR | 0.01% | 2,170 | $34K | Reduce -13.9% |
| EFV iShares MSCI Eafe Value ETF | 0.01% | 473 | $34K | Add +0.2% |
| GSLC Goldman Activebeta US LC ETF | 0.01% | 255 | $34K | No change |
| VSS Vanguard Ftse All Wo X-US SC | 0.01% | 234 | $34K | New |
| UBS UBS Group AG-Reg | 0.01% | 711 | $33K | Reduce -19.0% |
| ALB Albemarle Corp. | 0.01% | 232 | $33K | Add +14.3% |
| FOXA Fox Corp. Class A | 0.01% | 448 | $33K | Reduce -2.6% |
| FAST Fastenal Co. | 0.01% | 806 | $32K | Add +1.5% |
| GNTX Gentex Corp. | 0.01% | 1,386 | $32K | Add +6.0% |
| CMCSA Comcast Corp. Class A | 0.01% | 1,074 | $32K | Add +55.6% |
| HII Huntington Ingalls Industrie | 0.01% | 94 | $32K | No change |
| EME Emcor Group Inc. | 0.01% | 52 | $32K | No change |
| SOLV Solventum Corp. | 0.01% | 401 | $32K | No change |
| AIG American International Group | 0.01% | 367 | $31K | Reduce -13.8% |
| XJH Ishare ESG SS S&P Midcap ETF | 0.01% | 700 | $31K | No change |
| WST West Pharmaceutical Services | 0.01% | 111 | $31K | No change |
| LAMR Lamar Advertising Co. Class A | 0.01% | 240 | $30K | No change |
| CNQ Canadian Natural Resources | 0.01% | 896 | $30K | Reduce -17.6% |
| PSKY Paramount Skydance Class B | 0.01% | 2,215 | $30K | No change |
| WTRG Essential Utilities Inc. | 0.01% | 771 | $30K | No change |
| NXPI NXP Semiconductors NV | 0.01% | 136 | $30K | Reduce -6.8% |
| VLO Valero Energy Corp. | 0.01% | 178 | $29K | Add +22.8% |
| PPG PPG Industries Inc. | 0.01% | 276 | $28K | Reduce -3.8% |
| HAL Halliburton Co. | 0.01% | 1,000 | $28K | Reduce -52.9% |
| GBTC Grayscale Bitcoin Trust ETF | 0.01% | 400 | $27K | No change |
| LEA Lear Corp. | 0.01% | 236 | $27K | Reduce -4.1% |
| FDL First Trust Morn DVD Lead Inc. | 0.01% | 600 | $27K | No change |
| BIIB Biogen Inc. | 0.01% | 151 | $27K | Reduce -9.6% |
| SCHM Schwab US Mid Cap ETF | 0.01% | 882 | $27K | Reduce -71.9% |
| MELI MercadoLibre Inc. | 0.01% | 13 | $26K | No change |
| DOW Dow Inc. | 0.01% | 1,114 | $26K | Add +21.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.01% | 146 | $26K | No change |
| CHD Church & Dwight Co. Inc. | 0.01% | 308 | $26K | No change |
| IBMR iShares Ibonds Dec 2029 M BD | 0.01% | 1,005 | $26K | No change |
| CNC Centene Corp. | 0.01% | 619 | $25K | Reduce -16.2% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.01% | 995 | $25K | No change |
| MAR Marriott International Class A | 0.01% | 82 | $25K | No change |
| USIG iShares Broad Usd Investment | 0.01% | 486 | $25K | Reduce -60.1% |
| PSCF Invesco S&P Smallcap Financi | 0.01% | 437 | $25K | No change |
| RDDT Reddit Inc. Class A | 0.01% | 109 | $25K | Add +6.9% |
| PSCH Invesco S&P Smallcap Health | 0.01% | 567 | $25K | No change |
| VLTO Veralto Corp. | 0.01% | 250 | $25K | Add +3.7% |
| LEN Lennar Corp. Class A | 0.01% | 241 | $25K | Add +12.1% |
| ENB Enbridge Inc. | 0.01% | 515 | $25K | Reduce -22.9% |
| GL Globe Life Inc. | 0.01% | 176 | $25K | No change |
| ARKK ARK Innovation ETF | 0.01% | 320 | $25K | No change |
| COO The Cooper Cos Inc. | 0.01% | 295 | $24K | Add +90.3% |
| EFX Equifax Inc. | 0.01% | 111 | $24K | No change |
| STT State Street Corp. | 0.01% | 186 | $24K | Add +5.7% |
| BABA Alibaba Group Holding-SP ADR | 0.01% | 160 | $23K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.01% | 50 | $23K | No change |
| IBMP iShares Ibonds Dec 2027 Term | 0.01% | 910 | $23K | No change |
| IBMO iShares Ibonds Dec 2026 Term | 0.01% | 895 | $23K | No change |
| PYPL PayPal Holdings Inc. | 0.01% | 389 | $23K | No change |
| AEE Ameren Corporation | 0.01% | 223 | $22K | No change |
| AAL American Airlines Group Inc. | 0.01% | 1,447 | $22K | No change |
| NMR Nomura Holdings Inc.-Spon ADR | 0.00% | 2,594 | $22K | Add +60.3% |
| BETA Beta Technologies Inc. Class A | 0.00% | 769 | $22K | New |
| NET Cloudflare Inc. Class A | 0.00% | 109 | $21K | Add +9.0% |
| DVY iShares Select Dividend ETF | 0.00% | 152 | $21K | No change |
| AMTB Amerant Bancorp Inc. | 0.00% | 1,096 | $21K | No change |
| TECH Bio-Techne Corp. | 0.00% | 363 | $21K | No change |
| XLRE SS Real Estate Select Sector | 0.00% | 525 | $21K | No change |
| CTVA Corteva Inc. | 0.00% | 315 | $21K | No change |
| QTEC First Trust Nasdq 100 Tech I | 0.00% | 91 | $21K | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.00% | 200 | $21K | No change |
| UTL Unitil Corp. | 0.00% | 430 | $21K | No change |
| TECK Teck Resources Ltd.-CLS B | 0.00% | 432 | $21K | No change |
| TXT Textron Inc. | 0.00% | 236 | $21K | No change |
| JXI iShares Global Utilities ETF | 0.00% | 260 | $20K | Reduce -9.1% |
| MET Metlife Inc. | 0.00% | 258 | $20K | Reduce -19.4% |
| CTSH Cognizant Tech Solutions-A | 0.00% | 243 | $20K | Add +3.0% |
| EMSF Matthews Em Sustainable | 0.00% | 690 | $20K | Add +35.3% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.00% | 689 | $19K | Reduce -19.7% |
| STX Seagate Technology Holdings | 0.00% | 69 | $19K | No change |
| DD Dupont DE Nemours Inc. | 0.00% | 465 | $19K | Reduce -63.3% |
| PHM Pultegroup Inc. | 0.00% | 158 | $19K | Reduce -0.6% |
| LQDA Liquidia Corp. | 0.00% | 535 | $18K | No change |
| DOX Amdocs Ltd. | 0.00% | 229 | $18K | Reduce -10.9% |
| SNA Snap-on Inc. | 0.00% | 53 | $18K | Reduce -19.7% |
| MUR Murphy Oil Corp. | 0.00% | 580 | $18K | No change |
| QVMT Invesco S&P 500 Concentrated | 0.00% | 310 | $18K | Reduce -4.6% |
| CTAS Cintas Corp. | 0.00% | 92 | $17K | Reduce -47.1% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.00% | 132 | $17K | Reduce -26.7% |
| INGR Ingredion Inc. | 0.00% | 154 | $17K | Add +100.0% |
| MICC The Magnum Ice Cream Co. NV | 0.00% | 1,057 | $17K | Reduce -9.2% |
| GTY Getty Realty Corp. | 0.00% | 607 | $17K | No change |
| FTV Fortive Corp. | 0.00% | 300 | $17K | No change |
| EUFN iShares MSCI Europe Financia | 0.00% | 445 | $17K | No change |
| KD Kyndryl Holdings Inc. | 0.00% | 621 | $16K | Reduce -5.3% |
| TEL Te Connectivity PLC | 0.00% | 72 | $16K | Reduce -2.7% |
| XYZ Block Inc. | 0.00% | 246 | $16K | No change |
| SBUX Starbucks Corp. | 0.00% | 188 | $16K | Add +8.7% |
| ADSK Autodesk Inc. | 0.00% | 52 | $15K | Reduce -8.8% |
| EWBC East West Bancorp Inc. | 0.00% | 135 | $15K | No change |
| APH Amphenol Corp. Class A | 0.00% | 110 | $15K | No change |
| IVZ Invesco Ltd. | 0.00% | 565 | $15K | No change |
| SCHB Schwab US Broad Market ETF | 0.00% | 564 | $15K | No change |
| DVN Devon Energy Corp. | 0.00% | 403 | $15K | Add +675.0% |
| VFC VF Corp. | 0.00% | 816 | $15K | No change |
| BMVP Invesco Bloomberg MVP Multi- | 0.00% | 300 | $15K | No change |
| PID Invesco International Divide | 0.00% | 655 | $14K | Reduce -9.0% |
| ETN Eaton Corp. PLC | 0.00% | 45 | $14K | Reduce -19.6% |
| EMN Eastman Chemical Co. | 0.00% | 221 | $14K | Reduce -21.9% |
| WBD Warner Bros Discovery Inc. | 0.00% | 488 | $14K | Reduce -4.7% |
| VTEC Vanguard Ca Tax-Ex Bond | 0.00% | 140 | $14K | New |
| VPU Vanguard Utilities ETF | 0.00% | 75 | $14K | No change |
| NNBR NN Inc. | 0.00% | 10,822 | $14K | No change |
| SRCE 1ST Source Corp. | 0.00% | 220 | $14K | No change |
| SWKS Skyworks Solutions Inc. | 0.00% | 216 | $14K | Reduce -11.5% |
| VTC Vanguard Total Corporate BND | 0.00% | 176 | $14K | Reduce -49.9% |
| SNPS Synopsys Inc. | 0.00% | 29 | $14K | Reduce -35.6% |
| RXO Rxo Inc. | 0.00% | 1,075 | $14K | No change |
| ABNB Airbnb Inc. Class A | 0.00% | 100 | $14K | No change |
| CEG Constellation Energy | 0.00% | 38 | $13K | Add +65.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.00% | 160 | $13K | No change |
| PGR Progressive Corp. | 0.00% | 58 | $13K | Add +11.5% |
| URBN Urban Outfitters Inc. | 0.00% | 175 | $13K | No change |
| CWCO Consolidated Water Co.-Ord SH | 0.00% | 372 | $13K | No change |
| IYF iShares US Financials ETF | 0.00% | 100 | $13K | No change |
| GDX Vaneck Gold Miners ETF | 0.00% | 150 | $13K | No change |
| WCN Waste Connections Inc. | 0.00% | 73 | $13K | Reduce -5.2% |
| EES Wisdomtree US Smallcap Fund | 0.00% | 225 | $13K | No change |
| CASY Casey's General Stores Inc. | 0.00% | 23 | $13K | No change |
| BYD Boyd Gaming Corp. | 0.00% | 148 | $13K | No change |
| VTR Ventas Inc. | 0.00% | 163 | $13K | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.00% | 140 | $13K | No change |
| VMC Vulcan Materials Co. | 0.00% | 44 | $13K | Add +18.9% |
| ALC Alcon Inc. filed as ALCON AG | 0.00% | 158 | $12K | Add +4.0% |
| PEY Invesco High Yield Equity Di | 0.00% | 610 | $12K | No change |
| CHRD Chord Energy Corp. | 0.00% | 131 | $12K | Add +122.0% |
| APP AppLovin Corp. Class A | 0.00% | 18 | $12K | Reduce -10.0% |
| BMI Badger Meter Inc. | 0.00% | 68 | $12K | No change |
| ITT Itt Inc. | 0.00% | 68 | $12K | No change |
| AOA iShares Core 80/20 Aggressiv | 0.00% | 130 | $12K | Add +30.0% |
| LNC Lincoln National Corp. | 0.00% | 260 | $12K | Add +34.0% |
| AER Aercap Holdings NV | 0.00% | 80 | $12K | No change |
| IT Gartner Inc. | 0.00% | 44 | $11K | Reduce -25.4% |
| HSY The Hershey Co. | 0.00% | 61 | $11K | No change |
| NEM Newmont Corp. | 0.00% | 110 | $11K | New |
| SOLS Solstice Adv Materials Inc. | 0.00% | 226 | $11K | Reduce -4.4% |
| CP Canadian Pacific Kansas City | 0.00% | 149 | $11K | Reduce -32.9% |
| MRVL Marvell Technology Inc. | 0.00% | 127 | $11K | Add +36.6% |
| PPL PPL Corp. | 0.00% | 301 | $11K | Add +27.5% |
| XPH SS SPDR S&P Pharma ETF | 0.00% | 188 | $11K | No change |
| XJR Ishr ESG SS S&P Smal-Cap-Usd | 0.00% | 245 | $10K | No change |
| ENPH Enphase Energy Inc. | 0.00% | 325 | $10K | Add +441.7% |
| NYT New York Times Co. Class A | 0.00% | 150 | $10K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.00% | 100 | $10K | No change |
| ESNT Essent Group Ltd. | 0.00% | 156 | $10K | Add +4.7% |
| KR Kroger Co. | 0.00% | 161 | $10K | Reduce -10.1% |
| REGN Regeneron Pharmaceuticals | 0.00% | 13 | $10K | Add +18.2% |
| IEMG iShares Core MSCI Emerging | 0.00% | 148 | $10K | Reduce -75.1% |
| CSX CSX Corp. | 0.00% | 268 | $10K | Reduce -16.0% |
| SRE Sempra | 0.00% | 109 | $10K | Add +34.6% |
| PSA Public Storage | 0.00% | 37 | $10K | Reduce -15.9% |
| WDS Woodside Energy Group-ADR | 0.00% | 608 | $9K | No change |
| FIS Fidelity National Info Serv | 0.00% | 142 | $9K | Reduce -23.2% |
| WMS Advanced Drainage Systems Inc. | 0.00% | 65 | $9K | No change |
| GMAB Genmab A/S -SP ADR | 0.00% | 300 | $9K | No change |
| IEF iShares 7-10 Year Treasury B | 0.00% | 96 | $9K | No change |
| TAP Molson Coors Beverage Co. Class B | 0.00% | 197 | $9K | Add +556.7% |
| ADMA Adma Biologics Inc. | 0.00% | 500 | $9K | No change |
| ROK Rockwell Automation Inc. | 0.00% | 23 | $9K | Reduce -30.3% |
| VOOG Vanguard S&P 500 Growth ETF | 0.00% | 20 | $9K | No change |
| FENY Fidelity MSCI Energy Index | 0.00% | 353 | $9K | No change |
| ROKU Roku Inc. | 0.00% | 80 | $9K | No change |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.00% | 132 | $9K | New |
| WPM Wheaton Precious Metals Corp. | 0.00% | 73 | $9K | No change |
| BKR Baker Hughes Co. | 0.00% | 187 | $9K | Add +228.1% |
| CNI Canadian Natl Railway Co. | 0.00% | 86 | $9K | Add +21.1% |
| FBT First Trust Nyse Arca Biotec | 0.00% | 41 | $8K | No change |
| PANW Palo Alto Networks Inc. | 0.00% | 45 | $8K | Reduce -25.0% |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 400 | $8K | No change |
| USFD US Foods Holding Corp. | 0.00% | 104 | $8K | Add +82.5% |
| SCHP Schwab U.S. Tips ETF | 0.00% | 294 | $8K | New |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.00% | 30 | $8K | Reduce -16.7% |
| SEDG Solaredge Technologies Inc. | 0.00% | 269 | $8K | No change |
| STE Steris PLC | 0.00% | 30 | $8K | Add +15.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.00% | 71 | $8K | No change |
| WSM Williams-Sonoma Inc. | 0.00% | 42 | $8K | Add +82.6% |
| DEO Diageo PLC-Sponsored ADR | 0.00% | 86 | $7K | Reduce -16.5% |
| AES AES Corp. | 0.00% | 509 | $7K | No change |
| UGI Ugi Corp. | 0.00% | 193 | $7K | Add +67.8% |
| FTNT Fortinet Inc. | 0.00% | 90 | $7K | New |
| GIB Cgi Inc. | 0.00% | 77 | $7K | Add +1440.0% |
| LKQ LKQ Corp. | 0.00% | 227 | $7K | Add +129.3% |
| DOCU Docusign Inc. | 0.00% | 100 | $7K | Reduce -29.1% |
| AIZ Assurant Inc. | 0.00% | 28 | $7K | Add +33.3% |
| SCCO Southern Copper Corp. | 0.00% | 47 | $7K | New |
| AKAM Akamai Technologies Inc. | 0.00% | 77 | $7K | Add +156.7% |
| KHC The Kraft Heinz Co. | 0.00% | 276 | $7K | Reduce -11.8% |
| IBKR Interactive Brokers Gro Class A | 0.00% | 104 | $7K | New |
| ARCC Ares Capital Corp. | 0.00% | 329 | $7K | No change |
| AMG Affiliated Managers Group | 0.00% | 23 | $7K | Add +53.3% |
| CME Cme Group Inc. | 0.00% | 24 | $7K | No change |
| FE Firstenergy Corp. | 0.00% | 145 | $6K | No change |
| ESLT Elbit Systems Ltd. | 0.00% | 11 | $6K | Add +175.0% |
| MNST Monster Beverage Corp. | 0.00% | 81 | $6K | New |
| OBDC Blue Owl Capital Corp. | 0.00% | 499 | $6K | No change |
| BEN Franklin Templeton Inc. | 0.00% | 259 | $6K | No change |
| CIVI Civitas Resources Inc. | 0.00% | 226 | $6K | No change |
| GWW WW Grainger Inc. | 0.00% | 6 | $6K | Add +20.0% |
| OKTA Okta Inc. | 0.00% | 70 | $6K | No change |
| VEEV Veeva Systems Inc. Class A | 0.00% | 27 | $6K | Add +17.4% |
| ELF Elf Beauty Inc. | 0.00% | 79 | $6K | No change |
| QS Quantumscape Corp. | 0.00% | 570 | $6K | No change |
| WELL Welltower Inc. | 0.00% | 32 | $6K | No change |
| ARGX Argenx SE - ADR | 0.00% | 7 | $6K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.00% | 21 | $6K | No change |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.00% | 150 | $6K | No change |
| WAB Wabtec Corp. | 0.00% | 27 | $6K | Reduce -76.7% |
| TFX Teleflex Inc. | 0.00% | 47 | $6K | No change |
| WM Waste Management Inc. | 0.00% | 26 | $6K | New |
| KTB Kontoor Brands Inc. | 0.00% | 93 | $6K | No change |
| RAL Ralliant Corp. | 0.00% | 111 | $6K | No change |
| CDNS Cadence Design SYS Inc. | 0.00% | 17 | $5K | Add +70.0% |
| DLTR Dollar Tree Inc. | 0.00% | 43 | $5K | New |
| SPG Simon Property Group Inc. | 0.00% | 28 | $5K | No change |
| CBU Community Financial System I | 0.00% | 90 | $5K | No change |
| NTAP Netapp Inc. | 0.00% | 48 | $5K | Add +26.3% |
| APA Apa Corp. | 0.00% | 210 | $5K | Add +11.7% |
| AVA Avista Corp. | 0.00% | 133 | $5K | No change |
| AXON Axon Enterprise Inc. | 0.00% | 9 | $5K | No change |
| MAS Masco Corp. | 0.00% | 79 | $5K | New |
| IJT iShares S&P Small-Cap 600 GR | 0.00% | 35 | $5K | No change |
| CRON Cronos Group Inc. | 0.00% | 1,800 | $5K | No change |
| NNN NNN REIT Inc. | 0.00% | 116 | $5K | Reduce -48.4% |
| SPTS SS SPDR P St Term TSY ETF | 0.00% | 156 | $5K | Reduce -81.8% |
| NCLH Norwegian Cruise Line Holdin | 0.00% | 200 | $4K | No change |
| VNT Vontier Corp. | 0.00% | 120 | $4K | No change |
| CHKP Check Point Software Tech | 0.00% | 24 | $4K | Add +33.3% |
| LYB Lyondellbasell Indu Class A | 0.00% | 102 | $4K | New |
| FFIV F5 Inc. | 0.00% | 17 | $4K | Reduce -48.5% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.00% | 39 | $4K | No change |
| CFG Citizens Financial Group | 0.00% | 74 | $4K | No change |
| MTDR Matador Resources Co. | 0.00% | 101 | $4K | Reduce -68.0% |
| HRL Hormel Foods Corp. | 0.00% | 177 | $4K | New |
| STIM Neuronetics Inc. | 0.00% | 3,000 | $4K | No change |
| XLY SS Consumer Disc Select Sect | 0.00% | 34 | $4K | No change |
| HUBS HubSpot Inc. | 0.00% | 10 | $4K | Add +66.7% |
| UBER Uber Technologies Inc. | 0.00% | 49 | $4K | No change |
| MSTR Strategy Inc. | 0.00% | 26 | $4K | Add +8.3% |
| PL Planet Labs PBC | 0.00% | 200 | $4K | New |
| CUBE Cubesmart | 0.00% | 109 | $4K | Reduce -33.9% |
| OMF Onemain Holdings Inc. | 0.00% | 58 | $4K | Add +205.3% |
| KNSL Kinsale Capital Group Inc. | 0.00% | 10 | $4K | No change |
| HWM Howmet Aerospace Inc. | 0.00% | 19 | $4K | No change |
| RBLX Roblox Corp. Class A | 0.00% | 48 | $4K | No change |
| STKL Sunopta Inc. | 0.00% | 1,000 | $4K | No change |
| MTSI Macom Technology Solutions H | 0.00% | 22 | $4K | No change |
| RLI Rli Corp. | 0.00% | 58 | $4K | New |
| WSO Watsco Inc. | 0.00% | 11 | $4K | Reduce -8.3% |
| RHI Robert Half Inc. | 0.00% | 136 | $4K | New |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.00% | 37 | $4K | No change |
| B Barrick Mining Corp. | 0.00% | 83 | $4K | Add +16.9% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.00% | 100 | $4K | No change |
| NVT Nvent Electric PLC | 0.00% | 35 | $4K | No change |
| CYBR Cyberark Software Ltd./Israel | 0.00% | 8 | $4K | Add +14.3% |
| BSX Boston Scientific Corp. | 0.00% | 37 | $4K | Reduce -13.9% |
| PCAR Paccar Inc. | 0.00% | 32 | $4K | No change |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.00% | 18 | $3K | New |
| EOG EOG Resources Inc. | 0.00% | 33 | $3K | Reduce -56.0% |
| ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS | 0.00% | 353 | $3K | Add +177.9% |
| CCJ Cameco Corp. | 0.00% | 37 | $3K | New |
| RYAAY Ryanair Holdings PLC-SP ADR | 0.00% | 46 | $3K | New |
| GWX State Street SPDR S&P Intern | 0.00% | 81 | $3K | No change |
| SMDV Proshrs RSL 2000 DVD GRW ETF | 0.00% | 50 | $3K | No change |
| ADT Adt Inc. | 0.00% | 399 | $3K | Add +200.0% |
| BCE Bce Inc. | 0.00% | 135 | $3K | Reduce -36.6% |
| ROL Rollins Inc. | 0.00% | 53 | $3K | New |
| GVA Granite Construction Inc. | 0.00% | 27 | $3K | No change |
| TOL Toll Brothers Inc. | 0.00% | 23 | $3K | No change |
| BTC Grayscale Bitcoin Mini ETF | 0.00% | 80 | $3K | No change |
| VNQI Vanguard GLBL Ex-US Real Est | 0.00% | 66 | $3K | New |
| BBY Best Buy Co. Inc. | 0.00% | 45 | $3K | Reduce -80.6% |
| TMHC Taylor Morrison Home Corp. | 0.00% | 50 | $3K | Add +8.7% |
| ALL Allstate Corp. | 0.00% | 14 | $3K | Add +250.0% |
| FDX FedEx Corp. | 0.00% | 10 | $3K | No change |
| SNOW Snowflake Inc. | 0.00% | 13 | $3K | No change |
| NWSA News Corp. Class A | 0.00% | 108 | $3K | Reduce -48.1% |
| SPT Sprout Social Inc. Class A | 0.00% | 250 | $3K | No change |
| MTD Mettler-Toledo International | 0.00% | 2 | $3K | No change |
| IMUX Immunic Inc. | 0.00% | 5,200 | $3K | No change |
| CW Curtiss-Wright Corp. | 0.00% | 5 | $3K | No change |
| ORLY O'reilly Automotive Inc. | 0.00% | 30 | $3K | No change |
| CRUS Cirrus Logic Inc. | 0.00% | 23 | $3K | No change |
| SG Sweetgreen Inc. Class A | 0.00% | 400 | $3K | No change |
| CAG Conagra Brands Inc. | 0.00% | 156 | $3K | Reduce -78.8% |
| TMUS T-Mobile US Inc. | 0.00% | 13 | $3K | Add +225.0% |
| NVCR Novocure Ltd. | 0.00% | 200 | $3K | No change |
| TYG Tortoise Energy Infrastruct | 0.00% | 63 | $3K | No change |
| ZION Zions Bancorp NA | 0.00% | 44 | $3K | No change |
| MOS The Mosaic Co. | 0.00% | 105 | $3K | New |
| BR Broadridge Financial Solutio | 0.00% | 11 | $2K | No change |
| ICE Intercontinental Exchange Inc. | 0.00% | 15 | $2K | Reduce -90.5% |
| URI United Rentals Inc. | 0.00% | 3 | $2K | No change |
| OKE Oneok Inc. | 0.00% | 33 | $2K | New |
| SF Stifel Financial Corp. | 0.00% | 19 | $2K | New |
| ZM Zoom Communications Inc. | 0.00% | 27 | $2K | No change |
| AU Anglogold Ashanti PLC | 0.00% | 27 | $2K | New |
| EQIX Equinix Inc. | 0.00% | 3 | $2K | Reduce -82.3% |
| UFPI Ufp Industries Inc. | 0.00% | 25 | $2K | New |
| ODFL Old Dominion Freight Line | 0.00% | 14 | $2K | New |
| NICE Nice Ltd. - Spon ADR | 0.00% | 19 | $2K | New |
| DT Dynatrace Inc. | 0.00% | 48 | $2K | New |
| DLR Digital Realty Trust Inc. | 0.00% | 13 | $2K | Reduce -77.2% |
| SLVM Sylvamo Corp. | 0.00% | 41 | $2K | No change |
| ELDN Eledon Pharmaceuticals Inc. | 0.00% | 1,300 | $2K | No change |
| NLOP Net Lease Office Property | 0.00% | 75 | $2K | No change |
| NUS Nu Skin Enterprises Inc. Class A | 0.00% | 200 | $2K | No change |
| SE Sea Ltd.-ADR | 0.00% | 15 | $2K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.00% | 50 | $2K | New |
| RGA Reinsurance Group of America | 0.00% | 9 | $2K | New |
| ALV Autoliv Inc. | 0.00% | 15 | $2K | New |
| MTH Meritage Homes Corp. | 0.00% | 27 | $2K | Add +237.5% |
| TOST Toast Inc. Class A | 0.00% | 50 | $2K | No change |
| DECK Deckers Outdoor Corp. | 0.00% | 17 | $2K | Add +41.7% |
| ALK Alaska Air Group Inc. | 0.00% | 35 | $2K | No change |
| QGEN Qiagen N.V. | 0.00% | 38 | $2K | New |
| WDAY Workday Inc. Class A | 0.00% | 8 | $2K | Reduce -50.0% |
| SCHC Schwab Intl Small-Cap Equity | 0.00% | 37 | $2K | No change |
| MDB Mongodb Inc. | 0.00% | 4 | $2K | New |
| ILCG iShares Morningstar Growth E | 0.00% | 16 | $2K | No change |
| SHV iShares 0-1 Year Treasury Bo | 0.00% | 15 | $2K | No change |
| GRAB Grab Holdings Ltd. Class A | 0.00% | 327 | $2K | No change |
| DKS Dick's Sporting Goods Inc. | 0.00% | 8 | $2K | No change |
| SW Smurfit Westrock PLC | 0.00% | 40 | $2K | No change |
| ELAN Elanco Animal Health Inc. | 0.00% | 68 | $2K | No change |
| SFM Sprouts Farmers Market Inc. | 0.00% | 19 | $2K | New |
| PNW Pinnacle West Capital | 0.00% | 17 | $2K | New |
| AFG American Financial Group Inc. | 0.00% | 11 | $2K | Add +57.1% |
| AMP Ameriprise Financial Inc. | 0.00% | 3 | $1K | No change |
| CINF Cincinnati Financial Corp. | 0.00% | 9 | $1K | No change |
| DAR Darling Ingredients Inc. | 0.00% | 40 | $1K | Add +110.5% |
| NTR Nutrien Ltd. | 0.00% | 23 | $1K | No change |
| AMT American Tower Corp. | 0.00% | 8 | $1K | Reduce -11.1% |
| GPN Global Payments Inc. | 0.00% | 18 | $1K | Reduce -53.9% |
| JXN Jackson Financial Inc. Class A | 0.00% | 13 | $1K | New |
| RYN Rayonier Inc. | 0.00% | 64 | $1K | Add +3.2% |
| OC Owens Corning | 0.00% | 12 | $1K | New |
| SCHG Schwab US Large-Cap Growth | 0.00% | 40 | $1K | No change |
| PBA Pembina Pipeline Corp. | 0.00% | 32 | $1K | New |
| AVAV Aerovironment Inc. | 0.00% | 5 | $1K | No change |
| RMD Resmed Inc. | 0.00% | 5 | $1K | No change |
| EEM iShares MSCI Emerging Market | 0.00% | 22 | $1K | No change |
| ARE Alexandria Real Estate Equit | 0.00% | 24 | $1K | Reduce -97.2% |
| SCHZ Schwab US Aggregate Bond ETF | 0.00% | 50 | $1K | No change |
| DNOW Dnow Inc. | 0.00% | 87 | $1K | No change |
| R Ryder System Inc. | 0.00% | 6 | $1K | Reduce -70.0% |
| TWLO Twilio Inc. Class A | 0.00% | 8 | $1K | Reduce -57.9% |
| HST Host Hotels & Resorts Inc. | 0.00% | 64 | $1K | No change |
| EFT Eaton Vance Fltng RT Inc. TR | 0.00% | 100 | $1K | No change |
| CBRE CBRE Group Inc. Class A | 0.00% | 7 | $1K | New |
| OGN Organon & Co. | 0.00% | 149 | $1K | Reduce -8.6% |
| IREN Iren Ltd. filed as IREN LIMITED | 0.00% | 28 | $1K | New |
| FCOR Fidelity Corporate Bond ETF | 0.00% | 22 | $1K | Reduce -51.1% |
| BFAM Bright Horizons Family Solut | 0.00% | 10 | $1K | Reduce -79.2% |
| TSCO Tractor Supply Company | 0.00% | 20 | $1K | New |
| BG Bunge Global SA | 0.00% | 11 | $980 | No change |
| PCOR Procore Technologies Inc. | 0.00% | 13 | $946 | No change |
| FTI Technipfmc PLC | 0.00% | 21 | $936 | New |
| SM SM Energy Co. | 0.00% | 50 | $935 | No change |
| GGB Gerdau SA -Spon ADR | 0.00% | 250 | $923 | No change |
| ANF Abercrombie & Fitch Co. Class A | 0.00% | 7 | $882 | Add +16.7% |
| OSK Oshkosh Corp. | 0.00% | 7 | $880 | Reduce -63.2% |
| AVDV Avantis Intl S/C Value ETF | 0.00% | 9 | $852 | No change |
| AVUS Avantis U.S. Equity ETF | 0.00% | 7 | $823 | No change |
| AVDE Avantis International Equity | 0.00% | 10 | $821 | No change |
| NXST Nexstar Media Group Inc. | 0.00% | 4 | $813 | No change |
| KMX Carmax Inc. | 0.00% | 20 | $773 | No change |
| AVEM Avantis Emerging Markets Eq | 0.00% | 10 | $771 | No change |
| HUMA Humacyte Inc. | 0.00% | 800 | $769 | No change |
| TPR Tapestry Inc. | 0.00% | 6 | $767 | New |
| EXAS Exact Sciences Corp. | 0.00% | 7 | $711 | New |
| NAD Nuveen Quality Municipal Inc. | 0.00% | 56 | $674 | No change |
| AVUV Avantis US Small Cap Value | 0.00% | 6 | $652 | No change |
| ULTA Ulta Beauty Inc. | 0.00% | 1 | $606 | Reduce -96.3% |
| PVH PVH Corp. | 0.00% | 9 | $604 | No change |
| SPSB SS SPDR P St C Corp. ETF | 0.00% | 20 | $604 | No change |
| HOLX Hologic Inc. | 0.00% | 8 | $596 | No change |
| MNDY Monday.com Ltd. | 0.00% | 4 | $591 | Add +33.3% |
| BHF Brighthouse Financial Inc. | 0.00% | 9 | $584 | No change |
| DB Deutsche Bank AG-Registered | 0.00% | 15 | $579 | New |
| RPV Invesco S&P 500 Pure Value E | 0.00% | 5 | $565 | No change |
| AVNS Avanos Medical Inc. | 0.00% | 50 | $562 | No change |
| PFG Principal Financial Group | 0.00% | 6 | $530 | No change |
| BBWI Bath & Body Works Inc. | 0.00% | 25 | $502 | New |
| FBIN Fortune Brands Innovations I | 0.00% | 10 | $501 | New |
| SIG Signet Jewelers Ltd. | 0.00% | 6 | $498 | New |
| FMC FMC Corp. | 0.00% | 33 | $458 | New |
| VNQ Vanguard Real Estate ETF | 0.00% | 5 | $410 | No change |
| CGEN Compugen Ltd. | 0.00% | 267 | $409 | No change |
| VVX V2X Inc. | 0.00% | 7 | $382 | No change |
| MRNA Moderna Inc. | 0.00% | 12 | $354 | No change |
| TSN Tyson Foods Inc. Class A | 0.00% | 6 | $352 | Reduce -50.0% |
| PTON Peloton Interactive Inc. Class A | 0.00% | 54 | $333 | No change |
| MUB iShares National Muni Bond E | 0.00% | 3 | $322 | No change |
| SYM Symbotic Inc. | 0.00% | 5 | $298 | No change |
| DOCN Digitalocean Holdings Inc. | 0.00% | 6 | $289 | No change |
| CRSP Crispr Therapeutics AG | 0.00% | 5 | $263 | No change |
| ING ING Groep N.V.-Sponsored ADR | 0.00% | 9 | $252 | No change |
| BIRK Birkenstock Holding PLC | 0.00% | 5 | $205 | No change |
| CC The Chemours Co. | 0.00% | 16 | $189 | No change |
| UPST Upstart Holdings Inc. | 0.00% | 4 | $175 | No change |
| VAC Marriott Vacations World | 0.00% | 3 | $174 | Reduce -50.0% |
| BYND Beyond Meat Inc. | 0.00% | 206 | $169 | No change |
| RUN Sunrun Inc. | 0.00% | 9 | $166 | No change |
| VRT Vertiv Holdings Co. Class A | 0.00% | 1 | $163 | No change |
| SRLN SS Blackstone Sr Loan ETF | 0.00% | 3 | $124 | No change |
| WW WW International Inc.-New filed as WW INTL INC | 0.00% | 4 | $117 | No change |
| TIGO Millicom Intl Cellular S.A. | 0.00% | 2 | $111 | No change |
| PAYC Paycom Software Inc. | 0.00% | 1 | $109 | No change |
| CRSR Corsair Gaming Inc. | 0.00% | 18 | $107 | No change |
| ACHR Archer Aviation Inc. Class A | 0.00% | 10 | $76 | No change |
| MSOS Advisorshares Pure US Cann | 0.00% | 8 | $38 | No change |
| SNDL SNDL Inc. | 0.00% | 20 | $34 | No change |
| CRNC Cerence Inc. | 0.00% | 3 | $33 | No change |
| BB Blackberry Ltd. | 0.00% | 5 | $19 | No change |
| HQH Abrdn Healthcare Investors | 0.00% | 1 | $19 | No change |
| CHPT Chargepoint Holdings Inc. | 0.00% | 1 | $7 | No change |
| NOVABAY PHARMACEUTICALS INC | 0.00% | 1 | $6 | No change |