| VIG Vanguard Dividend Apprec ETF | 6.32% | 56,605 | $13.4M | Reduce -42.0% |
| VTIP Vanguard Short-Term Tips | 4.99% | 210,304 | $10.6M | Reduce -51.3% |
| VLUE iShares MSCI USA Value Facto | 4.36% | 46,219 | $9.2M | Reduce -59.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.32% | 106,154 | $9.1M | Reduce -50.3% |
| VGIT Vanguard Intermediate-Term T | 4.03% | 144,585 | $8.5M | Reduce -57.4% |
| VIGI Vanguard Int Div App Indx FD | 3.50% | 79,461 | $7.4M | Add +3.0% |
| DFUV Dimensional US Marketwide Va | 3.45% | 132,726 | $7.3M | Reduce -51.5% |
| VCRB Vanguard Core Bond ETF | 3.20% | 87,737 | $6.8M | Reduce -50.3% |
| BNDX Vanguard Total Intl Bond ETF | 2.58% | 112,872 | $5.5M | Reduce -55.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 2.56% | 17,717 | $5.4M | Reduce -54.2% |
| DFIS Dimensional International SM | 1.94% | 117,508 | $4.1M | Reduce -41.0% |
| DFIV Dimensional International Va | 1.82% | 71,289 | $3.9M | Reduce -27.3% |
| VGK Vanguard Ftse Europe ETF | 1.58% | 37,695 | $3.3M | Reduce -29.8% |
| SMLF iShares US Smallcap Equity F | 1.43% | 33,862 | $3.0M | Reduce -52.8% |
| BSCT Invesco Bulletshares 2029 CB | 1.39% | 158,647 | $2.9M | Reduce -49.0% |
| BSCY Invesco Bulletshares 2034 CB | 1.38% | 141,877 | $2.9M | Reduce -47.3% |
| BSCU Invesco Bulletshares 2030 CB | 1.38% | 175,307 | $2.9M | Reduce -50.5% |
| BSCW Invesco Bulletshares 2032 CB | 1.36% | 140,019 | $2.9M | Reduce -51.8% |
| BSCV Invesco Bulletshares 2031 CB | 1.35% | 175,107 | $2.9M | Reduce -51.6% |
| CGW Invesco S&P Global Water Ind | 1.33% | 42,997 | $2.8M | Reduce -57.5% |
| DFSU Dimensional US Sus CORE1 ETF | 1.30% | 59,027 | $2.8M | Reduce -39.5% |
| DFSI Dimensional Int Sus COR1 ETF | 1.26% | 59,271 | $2.7M | Reduce -36.2% |
| BSCX Invesco Bulletshares 2033 CB | 1.24% | 124,613 | $2.6M | Reduce -53.1% |
| IBCA iShares Ibonds Dec 2035 TC | 1.23% | 101,327 | $2.6M | Reduce -45.5% |
| LRGF iShares US Equity Factor ETF | 1.22% | 34,140 | $2.6M | Reduce -48.7% |
| SCHR Schwab Intermediate-Term US | 1.18% | 101,040 | $2.5M | Reduce -22.9% |
| IQLT iShares MSCI International Q | 0.85% | 36,489 | $1.8M | Reduce -82.1% |
| IAGG iShares Intl Aggregate Bond | 0.85% | 35,546 | $1.8M | Reduce -26.1% |
| AAPL Apple Inc. | 0.81% | 5,926 | $1.7M | Reduce -76.4% |
| DXJ Wisdomtree Japan Hedged Eq | 0.81% | 9,842 | $1.7M | Add +110.9% |
| VPL Vanguard Ftse Pacific ETF | 0.80% | 14,647 | $1.7M | Reduce -54.6% |
| XLP SS Consumer Staples Sel Sect | 0.79% | 20,225 | $1.7M | Reduce -46.6% |
| IBID iShares Ibonds Oct 2027 TT | 0.75% | 60,275 | $1.6M | Reduce -44.5% |
| BSCR Invesco Bulletshares 2027 CB | 0.75% | 80,576 | $1.6M | Reduce -47.3% |
| PRF Invesco Rafi US 1000 ETF | 0.73% | 28,600 | $1.5M | Reduce -8.6% |
| IBIE iShares Ibonds Oct 2028 TT | 0.73% | 58,583 | $1.5M | Reduce -46.2% |
| BSCQ Invesco Bulletshares 2026 CB | 0.72% | 78,481 | $1.5M | Reduce -46.6% |
| BSCS Invesco Bulletshares 2028 CB | 0.71% | 73,342 | $1.5M | Reduce -49.5% |
| NVDA Nvidia Corp. | 0.69% | 7,325 | $1.5M | Reduce -64.7% |
| GRID First TRST Nasd Class Edg Sgiif | 0.68% | 7,540 | $1.4M | Add +64.6% |
| IBIC iShares Ibonds Oct 2026 TT | 0.68% | 55,385 | $1.4M | Reduce -46.1% |
| DGS Wisdomtree Em Small Cap | 0.67% | 21,834 | $1.4M | Reduce -62.4% |
| MSFT Microsoft Corp. | 0.66% | 3,749 | $1.4M | Reduce -77.0% |
| ESGV Vanguard ESG US Stock ETF | 0.64% | 10,310 | $1.4M | Reduce -40.9% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.63% | 55,314 | $1.3M | Reduce -46.2% |
| IVV iShares Core S&P 500 ETF | 0.61% | 1,716 | $1.3M | Add +24.8% |
| IWF iShares Russell 1000 Growth | 0.50% | 8,458 | $1.1M | Reduce -30.0% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.49% | 33,107 | $1.0M | Reduce -38.6% |
| USFR Wisdomtree Floating Rate Tre | 0.46% | 19,548 | $984K | Reduce -67.3% |
| VSGX Vanguard ESG Intl Stock ETF | 0.42% | 10,803 | $890K | Reduce -38.9% |
| GE General Electric filed as GE AEROSPACE | 0.42% | 2,377 | $888K | Reduce -67.0% |
| GMF State Street SPDR S&P Emergi | 0.40% | 5,336 | $838K | Reduce -67.3% |
| XOM Exxon Mobil Corp. | 0.38% | 5,847 | $799K | Reduce -72.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.33% | 1,910 | $707K | Reduce -27.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.33% | 8,668 | $698K | Reduce -60.1% |
| AMZN Amazon.com Inc. | 0.33% | 2,913 | $694K | Reduce -60.7% |
| ESML iShares ESG Aware MSCI USA S | 0.33% | 12,379 | $692K | Reduce -67.7% |
| ANET Arista Networks Inc. | 0.32% | 4,016 | $682K | Reduce -20.1% |
| GOOGL Alphabet Inc. Class A | 0.32% | 1,881 | $672K | Reduce -78.8% |
| JPM JPMorgan Chase & Co. | 0.31% | 2,014 | $659K | Reduce -79.7% |
| JVAL JPMorgan US Value Factor ETF | 0.31% | 11,085 | $650K | Reduce -8.7% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.31% | 7,712 | $646K | Reduce -54.1% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.28% | 11,947 | $597K | Reduce -62.8% |
| CAT Caterpillar Inc. | 0.27% | 543 | $578K | Reduce -72.9% |
| AVGO Broadcom Inc. | 0.27% | 1,516 | $573K | Reduce -72.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 1,097 | $549K | Reduce -86.3% |
| IMCG iShares Morningstar Mid-Cap | 0.26% | 5,505 | $541K | Reduce -31.5% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.25% | 10,971 | $536K | Reduce -59.9% |
| JNJ Johnson & Johnson | 0.25% | 2,109 | $536K | Reduce -78.4% |
| DFAT Dimensional US Target Value | 0.25% | 7,554 | $528K | Reduce -71.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.24% | 704 | $518K | Reduce -52.4% |
| GEV GE Vernova Inc. | 0.24% | 437 | $514K | Reduce -73.9% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.24% | 19,935 | $513K | Reduce -36.2% |
| XLI SS Industrial Select Sector | 0.23% | 2,667 | $494K | Reduce -48.3% |
| GOOG Alphabet Inc. Class C | 0.23% | 1,393 | $492K | Reduce -78.8% |
| SCHW Schwab (charles) Corp. | 0.23% | 5,255 | $485K | Reduce -4.0% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.19% | 10,733 | $408K | Reduce -87.9% |
| HD Home Depot Inc. | 0.19% | 1,138 | $401K | Reduce -74.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 4,064 | $391K | Reduce -27.1% |
| LRCX Lam Research Corp. | 0.18% | 872 | $378K | Reduce -69.7% |
| META Meta Platforms Inc. Class A | 0.18% | 660 | $372K | Reduce -33.2% |
| AMAT Applied Materials Inc. | 0.17% | 509 | $368K | Reduce -74.0% |
| SCHF Schwab Intl Equity ETF | 0.16% | 12,491 | $346K | Reduce -2.2% |
| BSMY Invesco Bulletshares 2034 MB | 0.16% | 13,955 | $344K | Reduce -40.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.16% | 710 | $339K | Reduce -82.5% |
| BSCZ Invesco Bulletshares 2035 CB | 0.16% | 16,316 | $334K | Add +466.3% |
| LLY Eli Lilly & Co. | 0.15% | 273 | $328K | Reduce -80.3% |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.15% | 6,707 | $326K | Reduce -50.9% |
| IBDX iShares Ibonds Dec 2032 TC | 0.14% | 12,115 | $305K | Reduce -29.7% |
| ORCL Oracle Corp. | 0.14% | 2,081 | $305K | Reduce -70.8% |
| BSMW Invesco Bulletshares 2032 MB | 0.14% | 12,085 | $304K | Reduce -45.8% |
| STIP iShares 0-5 Year Tips Bond E | 0.14% | 2,935 | $300K | Add +281.2% |
| BSSX Invesco Bulletshares 2033 MB | 0.14% | 11,565 | $298K | Reduce -40.5% |
| BSMZ Inves Bltshrs 2035 MB ETF | 0.13% | 10,900 | $279K | Add +74.3% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.13% | 13,360 | $278K | Reduce -17.9% |
| IWD iShares Russell 1000 Value E | 0.13% | 1,132 | $274K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.13% | 5,152 | $272K | Reduce -42.6% |
| VPLS Vanguard Core-Plus Bond ETF | 0.12% | 3,406 | $264K | New |
| VOO Vanguard S&P 500 ETF | 0.12% | 376 | $258K | Reduce -74.0% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.12% | 1,560 | $255K | Reduce -72.0% |
| EEMA iShares MSCI Emerg MRKT Asia | 0.12% | 2,165 | $253K | Reduce -13.8% |
| CSCO Cisco Systems Inc. | 0.12% | 2,074 | $244K | Reduce -87.7% |
| AVSD Avantis Reps Intern Equi ETF | 0.11% | 3,030 | $242K | No change |
| AGG iShares Core U.S. Aggregate | 0.11% | 2,408 | $238K | Reduce -74.5% |
| EZU iShares MSCI Eurozone ETF | 0.11% | 3,320 | $231K | No change |
| UNP Union Pacific Corp. | 0.11% | 841 | $229K | Reduce -50.3% |
| HEDJ Wisdomtree Europe Hedged Equ | 0.11% | 4,000 | $228K | No change |
| LNT Alliant Energy Corp. | 0.11% | 2,971 | $227K | Reduce -20.1% |
| BSMU Invesco Bulletshares 2030 MB | 0.10% | 10,021 | $220K | Reduce -66.7% |
| MU Micron Technology Inc. | 0.10% | 190 | $219K | Reduce -53.8% |
| ESGE iShares Inc. iShares ESG Awar | 0.10% | 3,914 | $214K | Reduce -63.3% |
| GS Goldman Sachs Group Inc. | 0.10% | 208 | $210K | Reduce -50.2% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.10% | 1,469 | $209K | Reduce -62.8% |
| TSLA Tesla Inc. | 0.10% | 493 | $207K | Reduce -51.3% |
| PICB Invesco International Corpor | 0.10% | 8,895 | $206K | Add +1.8% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.10% | 9,370 | $204K | Reduce -18.3% |
| ABBV Abbvie Inc. | 0.10% | 805 | $203K | Reduce -83.3% |
| BSMT Invesco Bulletshares 2029 MB | 0.09% | 8,690 | $200K | Reduce -66.0% |
| AMD Advanced Micro Devices | 0.09% | 341 | $198K | Reduce -23.0% |
| IWN iShares Russell 2000 Value E | 0.09% | 880 | $195K | No change |
| KLAC KLA Corp. | 0.09% | 640 | $193K | Reduce -7.3% |
| BSMV Invesco Bulletshares 2031 MB | 0.09% | 9,064 | $190K | Reduce -61.8% |
| RTX RTX Corp. | 0.09% | 997 | $189K | Reduce -79.0% |
| WMT Walmart Inc. | 0.09% | 1,601 | $181K | Reduce -78.3% |
| VWO Vanguard Ftse Emerging Marke | 0.08% | 2,984 | $178K | Reduce -6.0% |
| BSMR Invesco Bulletshares 2027 MB | 0.08% | 7,422 | $175K | Reduce -68.0% |
| COST Costco Wholesale Corp. | 0.08% | 187 | $175K | Reduce -49.5% |
| IJH iShares Core S&P Midcap ETF | 0.08% | 2,260 | $174K | Reduce -49.1% |
| BAC Bank of America Corp. | 0.08% | 3,009 | $171K | Reduce -84.8% |
| BSMS Invesco Bulletshares 2028 MB | 0.08% | 7,229 | $169K | Reduce -73.7% |
| IWO iShares Russell 2000 Growth | 0.07% | 401 | $158K | Reduce -44.2% |
| IJR iShares Core S&P Small-Cap E | 0.07% | 1,055 | $157K | Reduce -6.0% |
| V Visa Inc. Class A | 0.07% | 456 | $156K | Reduce -82.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 550 | $155K | Reduce -89.6% |
| WDC Western Digital Corp. | 0.07% | 238 | $152K | Reduce -81.9% |
| CVX Chevron Corp. | 0.07% | 900 | $149K | Reduce -82.6% |
| DE Deere & Co. | 0.07% | 232 | $147K | Reduce -66.6% |
| MA Mastercard Inc. Class A | 0.07% | 281 | $144K | Reduce -49.2% |
| ROK Rockwell Automation Inc. | 0.07% | 291 | $144K | Reduce -2.7% |
| SNDK Sandisk Corp. | 0.07% | 63 | $143K | Reduce -84.9% |
| KBWB Invesco KBW Bank ETF | 0.07% | 1,535 | $143K | Reduce -7.3% |
| PWR Quanta Services Inc. | 0.07% | 198 | $143K | Reduce -16.8% |
| PG The Procter & Gamble Co. | 0.07% | 967 | $142K | Reduce -88.3% |
| IBDU iShares Ibonds Dec 2029 Term | 0.07% | 6,090 | $141K | Reduce -46.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.07% | 2,780 | $140K | No change |
| IWV iShares Russell 3000 ETF | 0.07% | 326 | $139K | Reduce -26.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 182 | $136K | Reduce -86.1% |
| AXP American Express Co. | 0.06% | 396 | $134K | Reduce -32.0% |
| IXUS iShares Core Intl Stock ETF | 0.06% | 1,393 | $133K | No change |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.06% | 66 | $131K | Reduce -67.0% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 0.06% | 5,040 | $131K | Reduce -38.0% |
| IBMT iShares Ibonds Dec 2031 Muni | 0.06% | 5,070 | $131K | Add +58.2% |
| CI The Cigna Group | 0.06% | 466 | $129K | Reduce -30.4% |
| AMGN Amgen Inc. | 0.06% | 346 | $125K | Reduce -75.8% |
| IWM iShares Russell 2000 ETF | 0.06% | 414 | $124K | Reduce -19.3% |
| BSMQ Invesco Bulletshares 2026 MB | 0.06% | 5,218 | $123K | Reduce -70.7% |
| STLD Steel Dynamics Inc. | 0.06% | 535 | $123K | Reduce -17.4% |
| IWS iShares Russell Mid-Cap Valu | 0.06% | 743 | $122K | No change |
| AVSE Avantis Resp Emerg MKTS Eq-E | 0.06% | 1,490 | $122K | Reduce -58.2% |
| EFA iShares MSCI Eafe ETF | 0.06% | 1,173 | $122K | Add +17.5% |
| DELL Dell Technologies -C | 0.06% | 280 | $121K | Reduce -91.3% |
| TMO Thermo Fisher Scientific Inc. | 0.06% | 240 | $120K | Reduce -23.6% |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | 0.06% | 4,585 | $119K | Add +44.2% |
| NUMV Nuveen ESG Mid-Cap Value ETF | 0.06% | 2,707 | $118K | Reduce -86.2% |
| NFLX Netflix Inc. | 0.06% | 1,646 | $118K | Reduce -55.6% |
| INTC Intel Corp. | 0.05% | 831 | $116K | Reduce -77.8% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.05% | 1,490 | $115K | No change |
| IMCB iShares Morningstar Mid-Cap | 0.05% | 1,190 | $115K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.05% | 1,472 | $115K | Reduce -10.9% |
| EWX State Street SPDR S&P Emergi | 0.05% | 1,535 | $114K | Reduce -61.1% |
| SYK Stryker Corp. | 0.05% | 355 | $112K | Reduce -91.6% |
| UNH Unitedhealth Group Inc. | 0.05% | 267 | $111K | Reduce -65.3% |
| MCO Moody's Corp. | 0.05% | 244 | $111K | Reduce -78.5% |
| ESGD iShares Trust iShares ESG Aw | 0.05% | 1,063 | $109K | Reduce -84.2% |
| MFG Mizuho Financial Group-ADR | 0.05% | 11,253 | $108K | Reduce -77.8% |
| TRV The Travelers Cos Inc. | 0.05% | 326 | $108K | Reduce -39.1% |
| EVUS iShares ESG Aw MSCI US Value | 0.05% | 3,045 | $107K | Reduce -42.7% |
| VXF Vanguard Extended Market ETF | 0.05% | 413 | $102K | No change |
| IPAC iShares Core MSCI Pacific Et | 0.05% | 1,240 | $102K | Reduce -51.3% |
| VXUS Vanguard Total Intl Stock | 0.05% | 1,173 | $100K | Reduce -68.7% |
| GLW Corning Inc. | 0.05% | 386 | $99K | Reduce -91.0% |
| ES Eversource Energy | 0.05% | 1,361 | $98K | Reduce -60.7% |
| RSP Invesco S&P 500 Equal Weight | 0.05% | 460 | $98K | Reduce -10.8% |
| KO The Coca-Cola Co. | 0.05% | 1,184 | $96K | Reduce -88.3% |
| SCZ iShares MSCI Eafe Small-Cap | 0.04% | 1,159 | $95K | No change |
| NVS Novartis AG-Sponsored ADR | 0.04% | 597 | $94K | Reduce -80.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.04% | 255 | $93K | No change |
| NSC Norfolk Southern Corp. | 0.04% | 290 | $91K | Reduce -73.0% |
| IBMO iShares Ibonds Dec 2026 Term | 0.04% | 3,535 | $91K | Add +295.0% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.04% | 1,625 | $91K | No change |
| HON Honeywell International Inc. | 0.04% | 405 | $91K | Reduce -13.3% |
| SUSA iShares ESG Optimized MSCI U | 0.04% | 585 | $90K | Reduce -94.6% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.04% | 379 | $90K | Reduce -79.7% |
| IBDR iShares Ibonds Dec 2026 Term | 0.04% | 3,715 | $90K | Reduce -10.5% |
| MRK Merck & Co. Inc. | 0.04% | 699 | $90K | Reduce -89.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.04% | 369 | $90K | Reduce -51.2% |
| CARR Carrier Global Corp. | 0.04% | 1,216 | $89K | Reduce -63.1% |
| HONA Honeywell Aerospace Inc. | 0.04% | 402 | $89K | Reduce -13.9% |
| IBMP iShares Ibonds Dec 2027 Term | 0.04% | 3,480 | $88K | Add +282.4% |
| FISV Fiserv Inc. | 0.04% | 1,801 | $88K | Reduce -75.4% |
| ISHG iShares -3 Year Internationa | 0.04% | 1,175 | $87K | Add +0.9% |
| RJF Raymond James Financial Inc. | 0.04% | 571 | $87K | Reduce -21.0% |
| TRGP Targa Resources Corp. | 0.04% | 323 | $87K | Reduce -16.5% |
| IBMR iShares Ibonds Dec 2029 M BD | 0.04% | 3,395 | $86K | Add +237.8% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.04% | 3,360 | $86K | Add +237.7% |
| WFC Wells Fargo & Co. | 0.04% | 1,019 | $84K | Reduce -48.5% |
| PM Philip Morris International | 0.04% | 450 | $81K | Reduce -84.3% |
| C Citigroup Inc. | 0.04% | 563 | $79K | Reduce -62.8% |
| SPGI S&P Global Inc. | 0.04% | 192 | $78K | Reduce -33.8% |
| IWP iShares Russell Mid-Cap Grow | 0.04% | 526 | $77K | No change |
| FLEU Franklin Ftse Eurozone ETF | 0.04% | 2,150 | $77K | No change |
| IVW iShares S&P 500 Growth ETF | 0.04% | 545 | $75K | Reduce -68.0% |
| MCK McKesson Corp. | 0.04% | 99 | $75K | Reduce -70.3% |
| EMR Emerson Electric Co. | 0.03% | 515 | $74K | Reduce -71.6% |
| MS Morgan Stanley | 0.03% | 351 | $73K | Reduce -93.1% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.03% | 2,895 | $73K | Reduce -37.8% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.03% | 763 | $73K | Reduce -71.2% |
| HASI Ha Sustainable Infrastructur | 0.03% | 1,843 | $72K | Reduce -30.1% |
| QCOM Qualcomm Inc. | 0.03% | 388 | $72K | Reduce -79.9% |
| ESGU iShares ESG Aware MSCI USA | 0.03% | 436 | $71K | Add +5.3% |
| IWB iShares Russell 1000 ETF | 0.03% | 171 | $70K | No change |
| SAN Banco Santander SA-Spon ADR | 0.03% | 5,050 | $70K | Reduce -63.1% |
| AEP American Electric Power | 0.03% | 507 | $69K | Reduce -89.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.03% | 683 | $66K | Reduce -19.0% |
| LRGE Clearbridge Large Cap Growth | 0.03% | 764 | $65K | No change |
| SCHI Schwab 5-10 Year Corporate B | 0.03% | 2,875 | $65K | New |
| GD General Dynamics Corp. | 0.03% | 174 | $62K | Reduce -81.6% |
| LOW Lowe's Cos Inc. | 0.03% | 277 | $61K | Reduce -87.1% |
| CL Colgate-Palmolive Co. | 0.03% | 648 | $59K | Reduce -75.3% |
| SPEM State Street SP PTF Em ETF | 0.03% | 1,145 | $59K | No change |
| MMM 3M Co. | 0.03% | 365 | $59K | Reduce -90.0% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.03% | 1,266 | $59K | Reduce -78.5% |
| SCHA Schwab US Small-Cap ETF | 0.03% | 1,610 | $58K | Add +15.3% |
| UDR Udr Inc. | 0.03% | 1,447 | $58K | Reduce -18.7% |
| SCHD Schwab US DVD Equity ETF | 0.03% | 1,812 | $57K | Add +42.3% |
| MCD McDonald's Corp. | 0.03% | 209 | $56K | Reduce -89.2% |
| SMBS Schwab MBS ETF | 0.03% | 2,217 | $56K | New |
| VEU Vanguard Ftse All-World Ex-U | 0.03% | 671 | $56K | No change |
| COP Conocophillips | 0.03% | 538 | $56K | Reduce -78.4% |
| IAU iShares Gold Trust | 0.03% | 737 | $56K | No change |
| D Dominion Energy Inc. | 0.03% | 814 | $56K | Reduce -29.8% |
| OXY Occidental Petroleum Corp. | 0.03% | 1,135 | $55K | Reduce -54.0% |
| AVLV Avantis US Large Cap Value | 0.03% | 600 | $55K | No change |
| XOEX Xtrackers S&P 100 Ex Top 20 | 0.03% | 1,340 | $54K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.02% | 476 | $53K | No change |
| VZ Verizon Communications Inc. | 0.02% | 1,239 | $52K | Reduce -82.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.02% | 1,008 | $51K | Reduce -54.4% |
| GSK GSK PLC-Spon ADR | 0.02% | 967 | $51K | Reduce -77.0% |
| EBAY eBay Inc. | 0.02% | 451 | $50K | Reduce -22.2% |
| TD Toronto-Dominion Bank | 0.02% | 400 | $49K | Reduce -91.3% |
| ECL Ecolab Inc. | 0.02% | 174 | $48K | Reduce -79.1% |
| MCHP Microchip Technology Inc. | 0.02% | 528 | $48K | Reduce -27.9% |
| XLV SS Health Care Select Sector | 0.02% | 298 | $47K | Reduce -54.4% |
| PAVE Global X US Infrastructure | 0.02% | 800 | $47K | No change |
| DFLV Dim US Large Cap Value ETF | 0.02% | 1,185 | $47K | No change |
| NUDV Nuveen ESG Dividend ETF | 0.02% | 1,410 | $46K | Reduce -46.1% |
| BA The Boeing Co. | 0.02% | 212 | $46K | Reduce -80.6% |
| AZN Astrazeneca PLC | 0.02% | 240 | $46K | Reduce -72.3% |
| YUM Yum! Brands Inc. | 0.02% | 284 | $45K | Reduce -83.9% |
| PEP Pepsico Inc. | 0.02% | 329 | $45K | Reduce -94.3% |
| GILD Gilead Sciences Inc. | 0.02% | 352 | $44K | Reduce -59.1% |
| PFE Pfizer Inc. | 0.02% | 1,801 | $43K | Reduce -94.9% |
| TGT Target Corp. | 0.02% | 331 | $43K | Reduce -70.5% |
| GEHC GE Healthcare Technology | 0.02% | 670 | $43K | Reduce -60.8% |
| AOS Smith (a.o.) Corp. | 0.02% | 681 | $43K | Reduce -31.4% |
| GM General Motors Co. | 0.02% | 543 | $42K | Reduce -90.2% |
| EXC Exelon Corp. | 0.02% | 882 | $41K | Reduce -31.8% |
| CVS CVS Health Corp. | 0.02% | 397 | $41K | Reduce -93.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 133 | $40K | No change |
| ABT Abbott Laboratories | 0.02% | 444 | $40K | Reduce -90.2% |
| DUK Duke Energy Corp. | 0.02% | 310 | $39K | Reduce -78.0% |
| NNBR NN Inc. | 0.02% | 10,822 | $39K | No change |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA B C | 0.02% | 445 | $39K | Reduce -85.7% |
| TFLO iShares Treasury Floating Ra | 0.02% | 755 | $38K | Reduce -72.3% |
| TXN Texas Instruments Inc. | 0.02% | 128 | $38K | Reduce -59.5% |
| IEUR iShares Core MSCI Europe ETF | 0.02% | 505 | $38K | Reduce -34.0% |
| UL Unilever PLC-Sponsored ADR | 0.02% | 630 | $38K | Reduce -86.6% |
| SHEL Shell PLC-ADR | 0.02% | 478 | $37K | Reduce -86.2% |
| KMI Kinder Morgan Inc. | 0.02% | 1,157 | $37K | Reduce -44.3% |
| XJH Ishare ESG SS S&P Midcap ETF | 0.02% | 700 | $37K | No change |
| VSS Vanguard Ftse All Wo X-US SC | 0.02% | 234 | $36K | No change |
| SAP Sap SE-Sponsored ADR | 0.02% | 233 | $36K | Reduce -85.7% |
| NGG National Grid PLC-SP ADR | 0.02% | 417 | $35K | Reduce -57.8% |
| WEC WEC Energy Group Inc. | 0.02% | 293 | $34K | Reduce -84.9% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 0.02% | 355 | $34K | Reduce -70.4% |
| BTI British American Tob-SP ADR | 0.02% | 539 | $33K | Reduce -73.9% |
| VTEC Vanguard Ca Tax-Ex Bond | 0.02% | 330 | $33K | Add +13.8% |
| STN Stantec Inc. | 0.02% | 476 | $33K | Reduce -86.3% |
| CMTV Community Bancorp Inc. | 0.02% | 832 | $33K | No change |
| BMY Bristol-Myers Squibb Co. | 0.01% | 549 | $32K | Reduce -86.7% |
| QTEC First Trust Nasdq 100 Tech I | 0.01% | 91 | $30K | No change |
| EEM iShares MSCI Emerging Market | 0.01% | 444 | $30K | Reduce -12.6% |
| JHG Janus Henderson Group PLC | 0.01% | 584 | $30K | Reduce -36.0% |
| MDLZ Mondelez International Inc. Class A | 0.01% | 521 | $30K | Reduce -90.9% |
| VRSN Verisign Inc. | 0.01% | 119 | $30K | Reduce -84.7% |
| UPS United Parcel Service Class B | 0.01% | 277 | $30K | Reduce -74.7% |
| BX Blackstone Inc. | 0.01% | 252 | $30K | Reduce -26.7% |
| LAD Lithia Motors Inc. | 0.01% | 102 | $30K | No change |
| LIN Linde PLC | 0.01% | 57 | $30K | Reduce -75.1% |
| OTIS Otis Worldwide Corp. | 0.01% | 406 | $29K | Reduce -87.7% |
| IBB iShares Biotechnology ETF | 0.01% | 150 | $29K | Reduce -55.9% |
| MBB iShares MBS ETF | 0.01% | 299 | $28K | New |
| LYG Lloyds Banking Group PLC-ADR | 0.01% | 4,821 | $28K | Reduce -86.4% |
| WST West Pharmaceutical Services | 0.01% | 78 | $28K | Reduce -22.8% |
| AMTB Amerant Bancorp Inc. | 0.01% | 1,096 | $28K | No change |
| ALB Albemarle Corp. | 0.01% | 204 | $28K | Reduce -12.8% |
| E Eni SPA-Sponsored ADR | 0.01% | 585 | $27K | Reduce -65.6% |
| TTE Totalenergies SE | 0.01% | 350 | $27K | Reduce -60.0% |
| IGV iShares Expanded Tech-Softwa | 0.01% | 300 | $27K | Reduce -46.9% |
| T AT&T Inc. | 0.01% | 1,312 | $27K | Reduce -89.2% |
| XLF SS Financial Select Sector | 0.01% | 500 | $27K | Reduce -89.9% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.01% | 1,323 | $26K | Reduce -76.0% |
| ARKK ARK Innovation ETF | 0.01% | 320 | $26K | No change |
| RBA RB Global Inc. | 0.01% | 222 | $26K | Reduce -85.7% |
| IBMU Ishrs Ibond Dec 2032 TM ETF | 0.01% | 1,015 | $26K | New |
| IBMV Ishrs Ibond Dec 2033 TM ETF | 0.01% | 1,015 | $26K | New |
| BLK BlackRock Inc. | 0.01% | 26 | $25K | Reduce -40.9% |
| USIG iShares Broad Usd Investment | 0.01% | 486 | $25K | No change |
| SCHP Schwab U.S. Tips ETF | 0.01% | 939 | $25K | Add +39.5% |
| MFC Manulife Financial Corp. | 0.01% | 605 | $25K | Reduce -57.1% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.01% | 213 | $24K | Reduce -60.1% |
| DVY iShares Select Dividend ETF | 0.01% | 152 | $24K | No change |
| MET Metlife Inc. | 0.01% | 279 | $24K | Add +8.1% |
| HIG Hartford Insurance Group Inc. | 0.01% | 175 | $23K | Reduce -67.2% |
| CRM Salesforce Inc. | 0.01% | 146 | $23K | Reduce -92.0% |
| BDX Becton Dickinson and Co. | 0.01% | 150 | $23K | Reduce -64.9% |
| AIG American International Group | 0.01% | 295 | $22K | Reduce -17.4% |
| QVMT Invesco S&P 500 Concentrated | 0.01% | 310 | $22K | No change |
| XYL Xylem Inc. | 0.01% | 181 | $21K | Reduce -88.5% |
| STX Seagate Technology Holdings | 0.01% | 22 | $21K | No change |
| ARE Alexandria Real Estate Equit | 0.01% | 401 | $21K | Reduce -27.4% |
| GLD SPDR Gold Shares | 0.01% | 57 | $21K | Reduce -83.1% |
| LEN Lennar Corp. Class A | 0.01% | 229 | $21K | Reduce -7.7% |
| ASR Grupo Aeroportuario Sur-ADR | 0.01% | 66 | $20K | Reduce -84.1% |
| ED Consolidated Edison Inc. | 0.01% | 182 | $20K | Reduce -93.4% |
| VGLT Vanguard Long-Term Treasury | 0.01% | 361 | $20K | No change |
| DGRW Wisdomtree U.S. Quality Divi | 0.01% | 206 | $20K | Reduce -84.3% |
| NEE Nextera Energy Inc. | 0.01% | 223 | $20K | Reduce -89.1% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.01% | 287 | $20K | No change |
| ADP Automatic Data Processing | 0.01% | 87 | $19K | Reduce -83.5% |
| SCHX Schwab US Large-Cap ETF | 0.01% | 651 | $19K | New |
| EW Edwards Lifesciences Corp. | 0.01% | 211 | $19K | Reduce -98.8% |
| LEA Lear Corp. | 0.01% | 142 | $19K | Reduce -40.8% |
| LAMR Lamar Advertising Co. Class A | 0.01% | 120 | $19K | Reduce -50.0% |
| LHX L3HARRIS Technologies Inc. | 0.01% | 64 | $19K | Reduce -88.5% |
| BP BP PLC-Spons ADR | 0.01% | 500 | $18K | Reduce -79.8% |
| MDT Medtronic PLC | 0.01% | 235 | $18K | Reduce -90.3% |
| VLO Valero Energy Corp. | 0.01% | 70 | $18K | Reduce -61.1% |
| XBI SS SPDR S&P Biotech ETF | 0.01% | 115 | $18K | Reduce -78.5% |
| SONY Sony Group Corp. - SP ADR | 0.01% | 905 | $18K | Reduce -93.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.01% | 152 | $18K | Reduce -21.2% |
| FDL First Trust Morn DVD Lead Inc. | 0.01% | 370 | $18K | Reduce -12.9% |
| PANW Palo Alto Networks Inc. | 0.01% | 52 | $18K | Reduce -40.2% |
| VONV Vanguard Russell 1000 Value | 0.01% | 165 | $18K | Reduce -96.1% |
| PSO Pearson PLC-Sponsored ADR | 0.01% | 1,100 | $17K | Reduce -83.4% |
| NWG Natwest Group PLC -Spon ADR | 0.01% | 977 | $17K | Reduce -86.5% |
| AMCR Amcor PLC | 0.01% | 396 | $17K | Reduce -27.6% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.01% | 205 | $17K | Reduce -76.9% |
| HDEF Xtrackers MSCI Eafe High Div | 0.01% | 525 | $17K | New |
| ADI Analog Devices Inc. | 0.01% | 41 | $16K | Reduce -93.6% |
| PLD Prologis Inc. | 0.01% | 120 | $16K | Reduce -63.2% |
| RY Royal Bank of Canada | 0.01% | 77 | $16K | Reduce -93.4% |
| ELV Elevance Health Inc. | 0.01% | 41 | $16K | Reduce -92.2% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.01% | 200 | $16K | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.01% | 125 | $16K | Reduce -86.7% |
| NDSN Nordson Corp. | 0.01% | 51 | $15K | Reduce -91.5% |
| MAR Marriott International Class A | 0.01% | 41 | $15K | Reduce -64.0% |
| BETA Beta Technologies Inc. Class A | 0.01% | 900 | $15K | Add +7.5% |
| RRX Regal Rexnord Corp. | 0.01% | 62 | $15K | Reduce -91.8% |
| GIL Gildan Activewear Inc. | 0.01% | 285 | $15K | Reduce -86.2% |
| VPU Vanguard Utilities ETF | 0.01% | 75 | $15K | No change |
| VTR Ventas Inc. | 0.01% | 163 | $14K | No change |
| AOA iShares Core 80/20 Aggressiv | 0.01% | 148 | $14K | Add +9.6% |
| BABA Alibaba Group Holding-SP ADR | 0.01% | 150 | $14K | Reduce -15.3% |
| ABNB Airbnb Inc. Class A | 0.01% | 100 | $14K | No change |
| UAL United Airlines Holdings Inc. | 0.01% | 105 | $14K | Reduce -91.4% |
| IUSG iShares Core S&P U.S. Growth | 0.01% | 75 | $14K | Reduce -90.9% |
| FOXA Fox Corp. Class A | 0.01% | 270 | $14K | Reduce -40.4% |
| KMB Kimberly-Clark Corp. | 0.01% | 127 | $14K | Reduce -78.5% |
| ENB Enbridge Inc. | 0.01% | 257 | $14K | Reduce -64.1% |
| FSLR First Solar Inc. | 0.01% | 59 | $14K | Reduce -95.2% |
| IVE iShares S&P 500 Value ETF | 0.01% | 61 | $14K | Reduce -75.3% |
| TT Trane Technologies PLC | 0.01% | 28 | $14K | Reduce -97.1% |
| VTC Vanguard Total Corporate BND | 0.01% | 176 | $14K | No change |
| HPQ HP Inc. | 0.01% | 603 | $13K | Reduce -89.5% |
| HPE Hewlett Packard Enterprise | 0.01% | 289 | $13K | Reduce -92.9% |
| IYF iShares US Financials ETF | 0.01% | 100 | $13K | No change |
| STT State Street Corp. | 0.01% | 74 | $13K | Reduce -60.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.01% | 261 | $13K | Reduce -86.5% |
| XPH SS SPDR S&P Pharma ETF | 0.01% | 188 | $12K | No change |
| PAYX Paychex Inc. | 0.01% | 125 | $12K | Reduce -89.4% |
| VRSK Verisk Analytics Inc. | 0.01% | 68 | $12K | Reduce -91.5% |
| APH Amphenol Corp. Class A | 0.01% | 69 | $12K | Reduce -33.0% |
| SUNB Sunbelt Rentals Holdings Inc. | 0.01% | 159 | $12K | Reduce -32.6% |
| SOLS Solstice Adv Materials Inc. | 0.01% | 134 | $12K | Reduce -10.1% |
| TM Toyota Motor Corp. -Spon ADR | 0.01% | 70 | $12K | Reduce -84.1% |
| USFD US Foods Holding Corp. | 0.01% | 113 | $12K | Reduce -22.6% |
| UTL Unitil Corp. | 0.01% | 215 | $11K | Reduce -50.0% |
| CAE Cae Inc. | 0.01% | 450 | $11K | Reduce -85.4% |
| VEA Vanguard Ftse Developed ETF | 0.01% | 156 | $11K | Reduce -83.8% |
| ETN Eaton Corp. PLC | 0.01% | 26 | $11K | Reduce -62.9% |
| MUR Murphy Oil Corp. | 0.01% | 340 | $11K | Reduce -41.4% |
| NOW ServiceNow Inc. | 0.01% | 110 | $11K | Reduce -87.2% |
| SYF Synchrony Financial | 0.01% | 143 | $11K | Reduce -81.9% |
| SDY SS SPDR S&P Dividend ETF | 0.01% | 70 | $11K | Reduce -72.0% |
| OKTA Okta Inc. | 0.01% | 78 | $11K | Add +11.4% |
| BKR Baker Hughes Co. | 0.00% | 187 | $10K | Reduce -5.1% |
| AVB Avalonbay Communities Inc. | 0.00% | 55 | $10K | Add +243.8% |
| CRH CRH PLC | 0.00% | 96 | $10K | Reduce -67.8% |
| CB Chubb Ltd. | 0.00% | 30 | $10K | Reduce -79.3% |
| FBT First Trust Nyse Arca Biotec | 0.00% | 41 | $10K | No change |
| BYD Boyd Gaming Corp. | 0.00% | 115 | $10K | Reduce -35.0% |
| PLTR Palantir Technologies Inc. Class A | 0.00% | 85 | $10K | Reduce -88.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.00% | 163 | $10K | No change |
| NEM Newmont Corp. | 0.00% | 104 | $10K | Reduce -5.5% |
| AIZ Assurant Inc. | 0.00% | 36 | $10K | Add +56.5% |
| BRO Brown & Brown Inc. | 0.00% | 150 | $10K | New |
| PRU Prudential Financial Inc. | 0.00% | 89 | $10K | Reduce -90.2% |
| GWW WW Grainger Inc. | 0.00% | 7 | $10K | Reduce -12.5% |
| STE Steris PLC | 0.00% | 45 | $9K | Add +4.7% |
| PHM Pultegroup Inc. | 0.00% | 68 | $9K | Reduce -54.7% |
| CMI Cummins Inc. | 0.00% | 13 | $9K | Reduce -88.1% |
| BNY Bank of New York Mellon Corp. | 0.00% | 64 | $9K | Reduce -95.3% |
| IBKR Interactive Brokers Gro Class A | 0.00% | 104 | $9K | No change |
| WAT Waters Corp. | 0.00% | 24 | $9K | Reduce -61.3% |
| WDAY Workday Inc. Class A | 0.00% | 73 | $9K | Add +812.5% |
| EVR Evercore Inc. Class A | 0.00% | 26 | $9K | Reduce -80.3% |
| FTNT Fortinet Inc. | 0.00% | 57 | $9K | Reduce -26.9% |
| AQWA Global X Clean Water ETF | 0.00% | 430 | $8K | Reduce -90.6% |
| MTSI Macom Technology Solutions H | 0.00% | 22 | $8K | No change |
| OKE Oneok Inc. | 0.00% | 95 | $8K | Add +143.6% |
| HLN Haleon PLC-ADR | 0.00% | 883 | $8K | Reduce -75.6% |
| SCCO Southern Copper Corp. | 0.00% | 47 | $8K | No change |
| COF Capital One Financial Corp. | 0.00% | 40 | $8K | Reduce -94.1% |
| NUE Nucor Corp. | 0.00% | 36 | $8K | Reduce -92.9% |
| GIS General Mills Inc. | 0.00% | 230 | $8K | Add +84.0% |
| CASY Casey's General Stores Inc. | 0.00% | 10 | $8K | Reduce -65.5% |
| MNST Monster Beverage Corp. | 0.00% | 81 | $8K | No change |
| SRE Sempra | 0.00% | 82 | $8K | Reduce -24.8% |
| ADBE Adobe Inc. | 0.00% | 37 | $8K | Reduce -84.5% |
| ITW Illinois Tool Works | 0.00% | 28 | $8K | Reduce -97.0% |
| AKAM Akamai Technologies Inc. | 0.00% | 64 | $8K | Add +8.5% |
| HII Huntington Ingalls Industrie | 0.00% | 27 | $8K | Reduce -71.3% |
| ETR Entergy Corp. | 0.00% | 65 | $7K | Reduce -83.9% |
| EVRG Evergy Inc. | 0.00% | 86 | $7K | Reduce -94.8% |
| EOG EOG Resources Inc. | 0.00% | 57 | $7K | Reduce -25.0% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.00% | 150 | $7K | No change |
| IDXX Idexx Laboratories Inc. | 0.00% | 14 | $7K | Reduce -98.2% |
| AES AES Corp. | 0.00% | 500 | $7K | Reduce -7.2% |
| BKNG Booking Holdings Inc. | 0.00% | 41 | $7K | Reduce -81.8% |
| WELL Welltower Inc. | 0.00% | 32 | $7K | Reduce -40.7% |
| CHD Church & Dwight Co. Inc. | 0.00% | 74 | $7K | Reduce -76.9% |
| CLX Clorox Company | 0.00% | 75 | $7K | Reduce -94.3% |
| SCHH Schwab US REIT ETF | 0.00% | 296 | $7K | New |
| DOX Amdocs Ltd. | 0.00% | 136 | $7K | Reduce -24.0% |
| BWA Borgwarner Inc. | 0.00% | 103 | $7K | Reduce -88.1% |
| NVR NVR Inc. | 0.00% | 1 | $7K | New |
| CDNS Cadence Design SYS Inc. | 0.00% | 18 | $7K | Add +50.0% |
| AMT American Tower Corp. | 0.00% | 41 | $7K | Add +10.8% |
| RCL Royal Caribbean Cruises Ltd. | 0.00% | 21 | $7K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.00% | 30 | $7K | Reduce -93.8% |
| MAS Masco Corp. | 0.00% | 79 | $6K | No change |
| ALL Allstate Corp. | 0.00% | 27 | $6K | Reduce -51.8% |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 462 | $6K | Reduce -96.2% |
| OMC Omnicom Group | 0.00% | 88 | $6K | Reduce -94.3% |
| NKE Nike Inc. Class B | 0.00% | 153 | $6K | Reduce -93.9% |
| SPG Simon Property Group Inc. | 0.00% | 28 | $6K | No change |
| TSCO Tractor Supply Company | 0.00% | 197 | $6K | Add +129.1% |
| UNM Unum Group | 0.00% | 67 | $6K | Reduce -95.8% |
| CNA Cna Financial Corp. | 0.00% | 123 | $6K | New |
| PYPL PayPal Holdings Inc. | 0.00% | 136 | $6K | Reduce -61.1% |
| SHW The Sherwin-Williams Co. | 0.00% | 17 | $6K | Reduce -98.4% |
| AER Aercap Holdings NV | 0.00% | 40 | $6K | Reduce -50.0% |
| WM Waste Management Inc. | 0.00% | 26 | $6K | No change |
| FCX Freeport-McMoran Inc. | 0.00% | 92 | $6K | Reduce -96.3% |
| GMAB Genmab A/S -SP ADR | 0.00% | 209 | $6K | Reduce -29.1% |
| APA Apa Corp. | 0.00% | 175 | $6K | Reduce -36.1% |
| HWM Howmet Aerospace Inc. | 0.00% | 21 | $6K | Add +10.5% |
| EIX Edison International | 0.00% | 74 | $6K | Reduce -93.5% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.00% | 39 | $5K | No change |
| MHK Mohawk Industries Inc. | 0.00% | 44 | $5K | New |
| EQIX Equinix Inc. | 0.00% | 5 | $5K | Reduce -86.1% |
| DLTR Dollar Tree Inc. | 0.00% | 43 | $5K | No change |
| ZTS Zoetis Inc. | 0.00% | 72 | $5K | Reduce -94.1% |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.00% | 206 | $5K | Reduce -86.7% |
| SEIC Sei Investments Company | 0.00% | 58 | $5K | Reduce -88.1% |
| CRON Cronos Group Inc. | 0.00% | 1,800 | $5K | No change |
| NTAP Netapp Inc. | 0.00% | 32 | $5K | Reduce -15.8% |
| GAP The Gap Inc. | 0.00% | 265 | $5K | Reduce -89.0% |
| BMO Bank of Montreal filed as BANK MONTREAL MEDIUM | 0.00% | 28 | $5K | Reduce -78.8% |
| BR Broadridge Financial Solutio | 0.00% | 36 | $5K | Add +157.1% |
| KEYS Keysight Technologies Inc. | 0.00% | 14 | $5K | Reduce -92.2% |
| LNG Cheniere Energy Inc. | 0.00% | 20 | $5K | Add +66.7% |
| VGT Vanguard Info Tech ETF | 0.00% | 40 | $5K | Reduce -88.6% |
| CTAS Cintas Corp. | 0.00% | 28 | $5K | Reduce -79.3% |
| DHR Danaher Corp. | 0.00% | 25 | $5K | Reduce -96.4% |
| CNC Centene Corp. | 0.00% | 74 | $5K | Reduce -86.3% |
| ITT Itt Inc. | 0.00% | 24 | $5K | Reduce -64.7% |
| ADM Archer-Daniels-Midland Co. | 0.00% | 62 | $5K | Reduce -90.2% |
| ARGX Argenx SE - ADR | 0.00% | 5 | $5K | Reduce -28.6% |
| LYB Lyondellbasell Indu Class A | 0.00% | 87 | $5K | Reduce -14.7% |
| CTVA Corteva Inc. | 0.00% | 53 | $4K | Reduce -83.2% |
| SNPS Synopsys Inc. | 0.00% | 10 | $4K | Add +11.1% |
| ADT Adt Inc. | 0.00% | 677 | $4K | Reduce -23.9% |
| FIS Fidelity National Info Serv | 0.00% | 112 | $4K | New |
| QS Quantumscape Corp. | 0.00% | 570 | $4K | No change |
| SO The Southern Co. | 0.00% | 44 | $4K | Reduce -94.3% |
| ADMA Adma Biologics Inc. | 0.00% | 500 | $4K | No change |
| FFIV F5 Inc. | 0.00% | 10 | $4K | Reduce -71.4% |
| UGI Ugi Corp. | 0.00% | 120 | $4K | Reduce -63.2% |
| VGNT Versigent PLC | 0.00% | 97 | $4K | New |
| XLY SS Consumer Disc Select Sect | 0.00% | 34 | $4K | No change |
| IP International Paper Co. | 0.00% | 104 | $4K | New |
| WSM Williams-Sonoma Inc. | 0.00% | 17 | $4K | Reduce -62.2% |
| DOC Healthpeak Properties Inc. | 0.00% | 182 | $4K | Reduce -93.9% |
| CW Curtiss-Wright Corp. | 0.00% | 5 | $4K | No change |
| INGR Ingredion Inc. | 0.00% | 40 | $4K | Reduce -70.8% |
| CEG Constellation Energy | 0.00% | 15 | $4K | Reduce -60.5% |
| KBR KBR Inc. | 0.00% | 105 | $4K | Add +775.0% |
| SCHG Schwab US Large-Cap Growth | 0.00% | 107 | $4K | Add +167.5% |
| CSX CSX Corp. | 0.00% | 76 | $4K | Reduce -71.3% |
| WY Weyerhaeuser Co. | 0.00% | 149 | $4K | Reduce -93.8% |
| GWX State Street SPDR S&P Intern | 0.00% | 81 | $4K | No change |
| ADSK Autodesk Inc. | 0.00% | 18 | $4K | Reduce -48.6% |
| BBY Best Buy Co. Inc. | 0.00% | 46 | $3K | Reduce -80.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.00% | 7 | $3K | Reduce -97.9% |
| CRUS Cirrus Logic Inc. | 0.00% | 23 | $3K | No change |
| URI United Rentals Inc. | 0.00% | 3 | $3K | No change |
| PINS Pinterest Inc. Class A | 0.00% | 161 | $3K | Reduce -88.9% |
| TEAM Atlassian Corp. Class A | 0.00% | 43 | $3K | New |
| DT Dynatrace Inc. | 0.00% | 75 | $3K | Reduce -76.0% |
| DECK Deckers Outdoor Corp. | 0.00% | 33 | $3K | Reduce -10.8% |
| EXPD Expeditors Intl Wash Inc. | 0.00% | 20 | $3K | Reduce -94.8% |
| EBND State Street SPDR Bloomberg | 0.00% | 154 | $3K | New |
| RELX Relx PLC - Spon ADR | 0.00% | 101 | $3K | Reduce -97.4% |
| SBUX Starbucks Corp. | 0.00% | 31 | $3K | Reduce -83.5% |
| SNY Sanofi-ADR | 0.00% | 74 | $3K | Reduce -93.0% |
| DLR Digital Realty Trust Inc. | 0.00% | 17 | $3K | Reduce -19.1% |
| ODFL Old Dominion Freight Line | 0.00% | 14 | $3K | No change |
| VLTO Veralto Corp. | 0.00% | 34 | $3K | Reduce -85.6% |
| AFL Aflac Inc. | 0.00% | 25 | $3K | Reduce -98.7% |
| CP Canadian Pacific Kansas City | 0.00% | 33 | $3K | Reduce -77.8% |
| TEL Te Connectivity PLC | 0.00% | 14 | $3K | Reduce -80.6% |
| A Agilent Technologies Inc. | 0.00% | 21 | $3K | Reduce -96.2% |
| ORLY O'reilly Automotive Inc. | 0.00% | 30 | $3K | No change |
| WMB Williams Cos Inc. | 0.00% | 37 | $3K | Reduce -96.3% |
| HUBS HubSpot Inc. | 0.00% | 15 | $3K | Reduce -70.6% |
| DOCU Docusign Inc. | 0.00% | 61 | $3K | Reduce -67.0% |
| TWLO Twilio Inc. Class A | 0.00% | 13 | $3K | Reduce -43.5% |
| VEEV Veeva Systems Inc. Class A | 0.00% | 15 | $3K | Reduce -44.4% |
| Q Qnity Electronics Inc. | 0.00% | 16 | $3K | Reduce -97.3% |
| AVEM Avantis Emerging Markets Eq | 0.00% | 27 | $3K | No change |
| GNTX Gentex Corp. | 0.00% | 103 | $3K | Reduce -92.5% |
| IT Gartner Inc. | 0.00% | 20 | $3K | Reduce -72.6% |
| SYY Sysco Corp. | 0.00% | 31 | $3K | Reduce -98.5% |
| APP AppLovin Corp. Class A | 0.00% | 5 | $3K | Reduce -72.2% |
| VGSH Vanguard Short-Term Treasury | 0.00% | 44 | $3K | Reduce -98.1% |
| MTD Mettler-Toledo International | 0.00% | 2 | $3K | Reduce -60.0% |
| PPC Pilgrim's Pride Corp. | 0.00% | 90 | $3K | New |
| NWSA News Corp. Class A | 0.00% | 100 | $2K | Reduce -7.4% |
| NI Nisource Inc. | 0.00% | 52 | $2K | Add +8.3% |
| CMCSA Comcast Corp. Class A | 0.00% | 100 | $2K | Reduce -91.4% |
| PGR Progressive Corp. | 0.00% | 11 | $2K | Reduce -77.1% |
| PPL PPL Corp. | 0.00% | 65 | $2K | Reduce -78.4% |
| PNW Pinnacle West Capital | 0.00% | 22 | $2K | Reduce -77.3% |
| INTU Intuit Inc. | 0.00% | 9 | $2K | Reduce -94.0% |
| DAL Delta Air Lines Inc. | 0.00% | 25 | $2K | Reduce -99.1% |
| MICC The Magnum Ice Cream Co. NV | 0.00% | 134 | $2K | Reduce -86.9% |
| CDE Coeur Mining Inc. | 0.00% | 141 | $2K | Add +2.9% |
| ACN Accenture PLC Class A | 0.00% | 18 | $2K | Reduce -99.4% |
| VTRS Viatris Inc. | 0.00% | 140 | $2K | Reduce -96.9% |
| EMN Eastman Chemical Co. | 0.00% | 33 | $2K | Reduce -92.1% |
| BKLN Invesco Senior Loan ETF | 0.00% | 107 | $2K | New |
| BSX Boston Scientific Corp. | 0.00% | 49 | $2K | Reduce -71.2% |
| WDS Woodside Energy Group-ADR | 0.00% | 107 | $2K | Reduce -82.3% |
| VMC Vulcan Materials Co. | 0.00% | 7 | $2K | Reduce -84.1% |
| G Genpact Ltd. | 0.00% | 75 | $2K | New |
| PH Parker Hannifin Corp. | 0.00% | 2 | $2K | Reduce -97.3% |
| RGA Reinsurance Group of America | 0.00% | 9 | $2K | No change |
| OC Owens Corning | 0.00% | 12 | $2K | No change |
| AU Anglogold Ashanti PLC | 0.00% | 23 | $2K | Add +64.3% |
| SPIP SS SPDR P Tips ETF | 0.00% | 72 | $2K | New |
| LKQ LKQ Corp. | 0.00% | 70 | $2K | Reduce -82.9% |
| DKS Dick's Sporting Goods Inc. | 0.00% | 8 | $2K | No change |
| IEF iShares 7-10 Year Treasury B | 0.00% | 19 | $2K | Add +35.7% |
| UHS Universal Health Services-B | 0.00% | 12 | $2K | Add +500.0% |
| SCHC Schwab Intl Small-Cap Equity | 0.00% | 37 | $2K | No change |
| IQV Iqvia Holdings Inc. | 0.00% | 9 | $2K | Reduce -10.0% |
| MSTR Strategy Inc. | 0.00% | 20 | $2K | No change |
| BG Bunge Global SA | 0.00% | 16 | $2K | Reduce -23.8% |
| CMG Chipotle Mexican Grill Inc. | 0.00% | 50 | $2K | No change |
| CHRW C.H. Robinson Worldwide Inc. | 0.00% | 9 | $2K | New |
| DEO Diageo PLC-Sponsored ADR | 0.00% | 21 | $2K | Reduce -89.1% |
| WSO Watsco Inc. | 0.00% | 4 | $2K | Reduce -63.6% |
| AAL American Airlines Group Inc. | 0.00% | 91 | $2K | Reduce -93.4% |
| GSLC Goldman Activebeta US LC ETF | 0.00% | 11 | $2K | Reduce -95.9% |
| KR Kroger Co. | 0.00% | 27 | $2K | Reduce -84.1% |
| PPG PPG Industries Inc. | 0.00% | 12 | $1K | Reduce -95.7% |
| TOST Toast Inc. Class A | 0.00% | 50 | $1K | No change |
| AMP Ameriprise Financial Inc. | 0.00% | 3 | $1K | No change |
| DD Dupont DE Nemours Inc. | 0.00% | 10 | $1K | Reduce -93.5% |
| ACM Aecom | 0.00% | 19 | $1K | Reduce -94.6% |
| R Ryder System Inc. | 0.00% | 5 | $1K | Reduce -72.2% |
| PLNT Planet Fitness Inc. Class A | 0.00% | 25 | $1K | New |
| HAUZ Xtrackers Intl Real Estate | 0.00% | 58 | $1K | New |
| REGN Regeneron Pharmaceuticals | 0.00% | 2 | $1K | Reduce -83.3% |
| SCYB Schwab High Yield Bond ETF | 0.00% | 47 | $1K | New |
| NTNX Nutanix Inc. Class A | 0.00% | 24 | $1K | New |
| HYLB Xtrackers Usd High Yield Cor | 0.00% | 33 | $1K | New |
| HUM Humana Inc. | 0.00% | 3 | $1K | No change |
| MRVL Marvell Technology Inc. | 0.00% | 4 | $1K | Reduce -95.7% |
| SEDG Solaredge Technologies Inc. | 0.00% | 20 | $1K | Reduce -92.1% |
| VFC VF Corp. | 0.00% | 67 | $1K | Reduce -91.7% |
| SFM Sprouts Farmers Market Inc. | 0.00% | 13 | $1K | Reduce -35.0% |
| PFF iShares Preferred & Income S | 0.00% | 36 | $1K | New |
| ENPH Enphase Energy Inc. | 0.00% | 22 | $1K | Reduce -93.9% |
| KMX Carmax Inc. | 0.00% | 20 | $1K | No change |
| NUS Nu Skin Enterprises Inc. Class A | 0.00% | 200 | $1K | No change |
| FCOR Fidelity Corporate Bond ETF | 0.00% | 22 | $1K | No change |
| TLH iShares 10-20 Year Treasury | 0.00% | 10 | $1K | New |
| EFV iShares MSCI Eafe Value ETF | 0.00% | 13 | $1K | Reduce -97.3% |
| CCI Crown Castle Inc. | 0.00% | 13 | $985 | Reduce -97.9% |
| RMD Resmed Inc. | 0.00% | 5 | $975 | No change |
| ZWS Zurn Elkay Water Solutions C | 0.00% | 19 | $961 | Reduce -45.7% |
| AVDV Avantis Intl S/C Value ETF | 0.00% | 9 | $948 | No change |
| AVUS Avantis U.S. Equity ETF | 0.00% | 7 | $947 | No change |
| DOCN Digitalocean Holdings Inc. | 0.00% | 6 | $943 | No change |
| AVDE Avantis International Equity | 0.00% | 10 | $902 | No change |
| ACGL Arch Capital Group Ltd. | 0.00% | 9 | $874 | New |
| CVLT Commvault Systems Inc. | 0.00% | 6 | $851 | No change |
| AVAV Aerovironment Inc. | 0.00% | 5 | $826 | No change |
| AVUV Avantis US Small Cap Value | 0.00% | 6 | $803 | No change |
| NTR Nutrien Ltd. | 0.00% | 12 | $756 | Reduce -47.8% |
| IVLU iShares MSCI International V | 0.00% | 18 | $753 | Reduce -98.1% |
| TIGO Millicom Intl Cellular S.A. | 0.00% | 8 | $727 | Reduce -20.0% |
| GKOS Glaukos Corp. | 0.00% | 5 | $699 | No change |
| FDS Factset Research Systems Inc. | 0.00% | 3 | $691 | Reduce -98.7% |
| CRL Charles River Laboratories | 0.00% | 3 | $681 | New |
| INCY Incyte Corp. | 0.00% | 6 | $681 | Add +20.0% |
| MDB Mongodb Inc. | 0.00% | 2 | $672 | Add +100.0% |
| AVTR Avantor Inc. | 0.00% | 66 | $654 | Add +26.9% |
| UBER Uber Technologies Inc. | 0.00% | 9 | $650 | Reduce -89.3% |
| BIIB Biogen Inc. | 0.00% | 3 | $649 | Reduce -98.0% |
| RPV Invesco S&P 500 Pure Value E | 0.00% | 6 | $630 | Add +20.0% |
| KDP Keurig Dr Pepper Inc. | 0.00% | 19 | $622 | New |
| JLL Jones Lang Lasalle Inc. | 0.00% | 2 | $620 | No change |
| ELAN Elanco Animal Health Inc. | 0.00% | 25 | $616 | Reduce -63.2% |
| RRC Range Resources Corp. | 0.00% | 16 | $596 | No change |
| LII Lennox International Inc. | 0.00% | 1 | $573 | Reduce -50.0% |
| XLK SS Technology Select Sector | 0.00% | 3 | $572 | Reduce -99.9% |
| CGEN Compugen Ltd. | 0.00% | 267 | $572 | No change |
| BHF Brighthouse Financial Inc. | 0.00% | 9 | $570 | No change |
| COR Cencora Inc. | 0.00% | 2 | $566 | Reduce -33.3% |
| AXON Axon Enterprise Inc. | 0.00% | 1 | $561 | Reduce -92.3% |
| RVTY Revvity Inc. | 0.00% | 5 | $557 | Reduce -28.6% |
| SCHM Schwab US Mid Cap ETF | 0.00% | 15 | $554 | Reduce -98.3% |
| MUSA Murphy USA Inc. | 0.00% | 1 | $539 | New |
| PNR Pentair PLC | 0.00% | 7 | $537 | Reduce -66.7% |
| CAG Conagra Brands Inc. | 0.00% | 37 | $499 | Reduce -53.8% |
| KTOS Kratos Defense & Security | 0.00% | 10 | $499 | Add +66.7% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.00% | 27 | $489 | New |
| MOS The Mosaic Co. | 0.00% | 23 | $488 | Reduce -88.3% |
| CBOE Cboe Global Markets Inc. | 0.00% | 2 | $486 | New |
| AR Antero Resources Corp. | 0.00% | 13 | $457 | New |
| EXE Expand Energy Corp. | 0.00% | 5 | $456 | Reduce -80.0% |
| VNQ Vanguard Real Estate ETF | 0.00% | 5 | $455 | No change |
| TPL Texas Pacific Land Corp. | 0.00% | 1 | $438 | No change |
| SIG Signet Jewelers Ltd. | 0.00% | 5 | $431 | Reduce -54.5% |
| TSN Tyson Foods Inc. Class A | 0.00% | 6 | $344 | No change |
| VRT Vertiv Holdings Co. Class A | 0.00% | 1 | $335 | No change |
| PTON Peloton Interactive Inc. Class A | 0.00% | 54 | $320 | No change |
| CRSP Crispr Therapeutics AG | 0.00% | 5 | $273 | No change |
| SYM Symbotic Inc. | 0.00% | 5 | $225 | No change |
| BIRK Birkenstock Holding PLC | 0.00% | 5 | $216 | No change |
| CRSR Corsair Gaming Inc. | 0.00% | 18 | $175 | No change |
| HST Host Hotels & Resorts Inc. | 0.00% | 7 | $166 | Reduce -89.1% |
| BYND Beyond Meat Inc. | 0.00% | 206 | $155 | No change |
| RUN Sunrun Inc. | 0.00% | 11 | $154 | Add +22.2% |
| UPST Upstart Holdings Inc. | 0.00% | 4 | $142 | No change |
| SRLN SS Blackstone Sr Loan ETF | 0.00% | 3 | $121 | No change |
| BB Blackberry Ltd. | 0.00% | 5 | $64 | No change |
| ACHR Archer Aviation Inc. Class A | 0.00% | 10 | $48 | No change |
| MSOS Advisorshares Pure US Cann | 0.00% | 8 | $41 | No change |
| VSNT Versant Media Group Inc. | 0.00% | 1 | $37 | Reduce -97.3% |
| MAC The Macerich Co. | 0.00% | 1 | $32 | New |
| PRM Perimeter Solutions Inc. | 0.00% | 1 | $27 | New |
| SNDL SNDL Inc. | 0.00% | 20 | $27 | No change |
| MIR Mirion Technologies Inc. | 0.00% | 1 | $25 | New |
| LTH Life Time Group Holdings Inc. | 0.00% | 1 | $23 | New |
| S Sentinelone Inc. Class A | 0.00% | 1 | $21 | New |