| SPY SS SPDR S&P 500 ETF Trust-US | 12.12% | 54,547 | $29.7M | Add +1.9% |
| AAPL Apple Inc. | 6.26% | 72,772 | $15.3M | Add +0.1% |
| NVDA Nvidia Corp. | 4.70% | 93,250 | $11.5M | Reduce -5.6% |
| MSFT Microsoft Corp. | 4.46% | 24,440 | $10.9M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 2.91% | 36,844 | $7.1M | Reduce -0.1% |
| MDY State Street SPDR S&P Midcap | 2.38% | 10,915 | $5.8M | Reduce -1.7% |
| PG The Procter & Gamble Co. | 2.02% | 30,005 | $4.9M | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 1.87% | 22,702 | $4.6M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 1.70% | 4,587 | $4.2M | Reduce -1.0% |
| TIP iShares Tips Bond ETF | 1.69% | 38,652 | $4.1M | Reduce -1.3% |
| IJR iShares Core S&P Small-Cap E | 1.61% | 37,051 | $4.0M | Reduce -0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.52% | 9,155 | $3.7M | Reduce -2.2% |
| JNJ Johnson & Johnson | 1.50% | 25,067 | $3.7M | Reduce -0.7% |
| PEP Pepsico Inc. | 1.46% | 21,614 | $3.6M | Reduce -0.7% |
| HD Home Depot Inc. | 1.40% | 9,958 | $3.4M | Reduce -0.0% |
| AGG iShares Core U.S. Aggregate | 1.39% | 35,061 | $3.4M | Reduce -0.7% |
| MCD McDonald's Corp. | 1.25% | 12,038 | $3.1M | Reduce -0.3% |
| CAT Caterpillar Inc. | 1.20% | 8,838 | $2.9M | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 1.17% | 24,971 | $2.9M | Add +0.8% |
| LMT Lockheed Martin Corp. | 1.14% | 5,991 | $2.8M | Reduce -0.4% |
| ABBV Abbvie Inc. | 1.12% | 15,939 | $2.7M | Reduce -0.3% |
| VTHR Vanguard Russell 3000 | 1.11% | 11,304 | $2.7M | Add +8.2% |
| META Meta Platforms Inc. Class A | 1.08% | 5,252 | $2.6M | Reduce -0.1% |
| IWF iShares Russell 1000 Growth | 1.02% | 6,873 | $2.5M | Add +7.7% |
| CVX Chevron Corp. | 0.99% | 15,515 | $2.4M | Reduce -0.0% |
| WM Waste Management Inc. | 0.95% | 10,852 | $2.3M | Reduce -0.4% |
| XLK SS Technology Select Sector | 0.91% | 9,819 | $2.2M | Add +3.0% |
| QCOM Qualcomm Inc. | 0.83% | 10,149 | $2.0M | Reduce -0.3% |
| KO The Coca-Cola Co. | 0.82% | 31,535 | $2.0M | Reduce -0.6% |
| NEE Nextera Energy Inc. | 0.80% | 27,806 | $2.0M | Add +0.8% |
| AMAT Applied Materials Inc. | 0.80% | 8,277 | $2.0M | Reduce -0.1% |
| WMT Walmart Inc. | 0.68% | 24,578 | $1.7M | Reduce -0.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.67% | 4,397 | $1.6M | No change |
| INTC Intel Corp. | 0.66% | 52,187 | $1.6M | Add +0.8% |
| CSCO Cisco Systems Inc. | 0.66% | 33,946 | $1.6M | Add +0.1% |
| PFE Pfizer Inc. | 0.63% | 55,267 | $1.5M | Reduce -0.3% |
| VZ Verizon Communications Inc. | 0.61% | 36,357 | $1.5M | Reduce -1.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.61% | 5,580 | $1.5M | No change |
| OEF iShares S&P 100 ETF | 0.61% | 5,610 | $1.5M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.60% | 8,525 | $1.5M | Reduce -0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.59% | 6,000 | $1.5M | No change |
| PSX Phillips 66 | 0.59% | 10,182 | $1.4M | Reduce -0.2% |
| SYK Stryker Corp. | 0.58% | 4,150 | $1.4M | Reduce -1.3% |
| COST Costco Wholesale Corp. | 0.56% | 1,615 | $1.4M | Reduce -0.3% |
| MRK Merck & Co. Inc. | 0.56% | 11,087 | $1.4M | Reduce -0.7% |
| CL Colgate-Palmolive Co. | 0.54% | 13,683 | $1.3M | Reduce -0.4% |
| UNH Unitedhealth Group Inc. | 0.54% | 2,574 | $1.3M | Reduce -0.2% |
| V Visa Inc. Class A | 0.53% | 4,949 | $1.3M | Reduce -3.2% |
| SO The Southern Co. | 0.51% | 16,231 | $1.3M | Reduce -0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.50% | 12,306 | $1.2M | Reduce -2.1% |
| ORCL Oracle Corp. | 0.49% | 8,569 | $1.2M | Reduce -0.8% |
| MET Metlife Inc. | 0.48% | 16,675 | $1.2M | Reduce -0.6% |
| BMY Bristol-Myers Squibb Co. | 0.47% | 27,566 | $1.1M | Reduce -1.1% |
| TSLA Tesla Inc. | 0.46% | 5,679 | $1.1M | Add +12.0% |
| DHR Danaher Corp. | 0.43% | 4,211 | $1.1M | Reduce -3.4% |
| BLK BlackRock Finance Inc. | 0.42% | 1,319 | $1.0M | Add +0.1% |
| AMD Advanced Micro Devices | 0.40% | 6,065 | $984K | Reduce -0.1% |
| ADP Automatic Data Processing | 0.39% | 4,022 | $960K | Reduce -2.0% |
| ACN Accenture PLC Class A | 0.38% | 3,030 | $919K | Reduce -0.8% |
| CSX CSX Corp. | 0.37% | 27,327 | $914K | Reduce -0.8% |
| EFA iShares MSCI Eafe ETF | 0.37% | 11,508 | $901K | Add +0.5% |
| ABT Abbott Laboratories | 0.37% | 8,609 | $895K | Reduce -0.1% |
| AMGN Amgen Inc. | 0.36% | 2,859 | $893K | Reduce -0.3% |
| GD General Dynamics Corp. | 0.36% | 3,019 | $876K | Reduce -0.1% |
| VLO Valero Energy Corp. | 0.34% | 5,249 | $823K | Reduce -0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.33% | 20,438 | $813K | Reduce -0.6% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.32% | 38,893 | $789K | Reduce -42.5% |
| HON Honeywell International Inc. | 0.31% | 3,584 | $765K | Reduce -0.2% |
| TGT Target Corp. | 0.30% | 5,024 | $744K | Reduce -0.2% |
| CVS CVS Health Corp. | 0.29% | 12,074 | $713K | Add +0.8% |
| SMH Vaneck Semiconductor ETF | 0.29% | 2,696 | $703K | Add +15.2% |
| IWD iShares Russell 1000 Value E | 0.28% | 3,917 | $683K | Add +30.7% |
| T AT&T Inc. | 0.27% | 35,156 | $672K | Reduce -3.0% |
| LOW Lowe's Cos Inc. | 0.27% | 3,045 | $671K | Reduce -0.2% |
| XLV SS Health Care Select Sector | 0.27% | 4,515 | $658K | Add +10.4% |
| IJH iShares Core S&P Midcap ETF | 0.26% | 10,892 | $637K | No change |
| XLE SS Energy Select Sector | 0.26% | 6,858 | $625K | Add +12.7% |
| XLF SS Financial Select Sector | 0.25% | 14,896 | $612K | Add +3.5% |
| NFLX Netflix Inc. | 0.25% | 904 | $610K | No change |
| XLC SS Comm Select Sector SPDR | 0.25% | 7,108 | $609K | Add +11.5% |
| ADBE Adobe Inc. | 0.24% | 1,073 | $596K | Reduce -1.8% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.23% | 12,917 | $563K | Add +41.7% |
| C Citigroup Inc. | 0.23% | 8,801 | $558K | No change |
| EMR Emerson Electric Co. | 0.22% | 4,982 | $549K | No change |
| AROW Arrow Financial Corp. | 0.22% | 21,074 | $549K | Reduce -4.1% |
| DE Deere & Co. | 0.22% | 1,465 | $547K | No change |
| AMT American Tower Corp. | 0.22% | 2,780 | $540K | Reduce -1.2% |
| MS Morgan Stanley | 0.22% | 5,421 | $527K | Reduce -0.6% |
| FTEC Fidelity MSCI Info Tech Indx | 0.21% | 2,980 | $511K | No change |
| AXP American Express Co. | 0.20% | 2,163 | $501K | Reduce -0.4% |
| NKE Nike Inc. Class B | 0.20% | 6,562 | $495K | Reduce -0.5% |
| WMB Williams Cos Inc. | 0.19% | 10,929 | $464K | Add +1.4% |
| DUK Duke Energy Corp. | 0.19% | 4,627 | $464K | Reduce -1.4% |
| IBDU iShares Ibonds Dec 2029 Term | 0.19% | 20,460 | $464K | Add +17.0% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.19% | 21,534 | $458K | Add +47.3% |
| GLW Corning Inc. | 0.19% | 11,695 | $454K | No change |
| REGN Regeneron Pharmaceuticals | 0.18% | 421 | $442K | Reduce -0.2% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.18% | 17,624 | $437K | Add +37.3% |
| VEA Vanguard Ftse Developed ETF | 0.18% | 8,763 | $433K | No change |
| BND Vanguard Total Bond Market | 0.17% | 5,881 | $424K | No change |
| PRU Prudential Financial Inc. | 0.17% | 3,561 | $417K | Reduce -1.1% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.17% | 17,299 | $410K | Add +48.7% |
| DOW Dow Inc. | 0.16% | 7,483 | $397K | Reduce -1.8% |
| UPS United Parcel Service Class B | 0.16% | 2,824 | $386K | Reduce -0.3% |
| IWO iShares Russell 2000 Growth | 0.16% | 1,455 | $382K | Add +0.5% |
| IBDR iShares Ibonds Dec 2026 Term | 0.16% | 16,007 | $381K | Add +34.6% |
| MMM 3M Co. | 0.15% | 3,575 | $365K | Add +3.0% |
| NUE Nucor Corp. | 0.15% | 2,310 | $365K | No change |
| KMB Kimberly-Clark Corp. | 0.14% | 2,532 | $350K | No change |
| CRM Salesforce Inc. | 0.14% | 1,341 | $345K | Reduce -0.7% |
| COP Conocophillips | 0.14% | 2,981 | $341K | Reduce -0.3% |
| BA The Boeing Co. | 0.14% | 1,872 | $341K | No change |
| NOC Northrop Grumman Corp. | 0.12% | 700 | $305K | No change |
| IWM iShares Russell 2000 ETF | 0.12% | 1,448 | $294K | No change |
| XLI SS Industrial Select Sector | 0.12% | 2,407 | $293K | Add +33.5% |
| CMCSA Comcast Corp. Class A | 0.12% | 7,463 | $292K | Reduce -1.6% |
| IWR iShares Russell Mid-Cap ETF | 0.12% | 3,569 | $289K | Add +0.3% |
| MA Mastercard Inc. Class A | 0.12% | 648 | $286K | Reduce -16.4% |
| CARR Carrier Global Corp. | 0.12% | 4,478 | $282K | No change |
| GLD SPDR Gold Shares | 0.11% | 1,308 | $281K | Add +0.2% |
| BDX Becton Dickinson and Co. | 0.11% | 1,203 | $281K | Reduce -0.6% |
| VIG Vanguard Dividend Apprec ETF | 0.11% | 1,489 | $272K | Add +2.9% |
| SBUX Starbucks Corp. | 0.11% | 3,452 | $269K | Reduce -0.1% |
| IYK iShares US Consumer Staples | 0.11% | 4,074 | $268K | Add +2.6% |
| FDX FedEx Corp. | 0.11% | 874 | $262K | Reduce -0.1% |
| APD Air Products & Chemicals Inc. | 0.11% | 1,009 | $260K | No change |
| D Dominion Energy Inc. | 0.10% | 5,248 | $257K | No change |
| SUSA iShares ESG Optimized MSCI U | 0.10% | 2,195 | $247K | Add +7.1% |
| ITW Illinois Tool Works | 0.10% | 1,008 | $239K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.10% | 499 | $234K | Reduce -1.8% |
| AIQ Global X Art Intel & Tech | 0.09% | 6,397 | $228K | Add +39.3% |
| PM Philip Morris International | 0.09% | 2,248 | $228K | Add +5.3% |
| VWO Vanguard Ftse Emerging Marke | 0.09% | 5,190 | $227K | No change |
| DAR Darling Ingredients Inc. | 0.09% | 6,100 | $224K | Add +68.4% |
| MPC Marathon Petroleum Corp. | 0.09% | 1,270 | $220K | No change |
| OTIS Otis Worldwide Corp. | 0.09% | 2,283 | $220K | No change |
| IBDX iShares Ibonds Dec 2032 TC | 0.09% | 8,747 | $215K | Add +67.6% |
| CMI Cummins Inc. | 0.09% | 770 | $213K | No change |
| TD Toronto-Dominion Bank | 0.09% | 3,843 | $211K | No change |
| MCK McKesson Corp. | 0.08% | 355 | $207K | No change |
| EPD Enterprise Products Partners | 0.08% | 7,011 | $203K | No change |
| UNP Union Pacific Corp. | 0.08% | 876 | $198K | Reduce -0.2% |
| PAA Plains All Amer Pipeline LP | 0.08% | 10,800 | $193K | No change |
| IBDQ iShares Ibonds Dec 2025 Term | 0.08% | 7,689 | $191K | Add +24.4% |
| SDY SS SPDR S&P Dividend ETF | 0.08% | 1,460 | $186K | No change |
| IBDP iShares Ibonds Dec 2024 Term | 0.07% | 7,222 | $181K | Add +0.1% |
| CMC Commercial Metals Co. | 0.07% | 3,200 | $176K | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.07% | 1,587 | $173K | No change |
| PANW Palo Alto Networks Inc. | 0.07% | 505 | $171K | No change |
| GEV GE Vernova Inc. | 0.07% | 993 | $170K | New |
| MO Altria Group Inc. | 0.07% | 3,580 | $163K | Add +6.0% |
| TDVG T Rowe Price Dividend Growth | 0.07% | 4,200 | $162K | Add +4.0% |
| GIS General Mills Inc. | 0.07% | 2,554 | $162K | Reduce -2.6% |
| CNP Centerpoint Energy Inc. | 0.06% | 5,100 | $158K | No change |
| MPLX MPLX LP | 0.06% | 3,700 | $158K | No change |
| OKE Oneok Inc. | 0.06% | 1,930 | $157K | No change |
| DVY iShares Select Dividend ETF | 0.06% | 1,300 | $157K | No change |
| ITOT iShares Core S&P Total U.S. | 0.06% | 1,312 | $156K | No change |
| MRVL Marvell Technology Inc. | 0.06% | 2,145 | $150K | No change |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.06% | 5,868 | $148K | Add +78.8% |
| GILD Gilead Sciences Inc. | 0.06% | 2,130 | $146K | No change |
| EME Emcor Group Inc. | 0.06% | 400 | $146K | No change |
| AWR American States Water Co. filed as AMER STATES WTR CO | 0.06% | 2,000 | $145K | No change |
| ETN Eaton Corp. PLC | 0.06% | 437 | $137K | No change |
| DVN Devon Energy Corp. | 0.05% | 2,728 | $129K | Reduce -1.1% |
| XBI SS SPDR S&P Biotech ETF | 0.05% | 1,390 | $129K | No change |
| TRV The Travelers Cos Inc. | 0.05% | 630 | $128K | No change |
| ISHARES CORE TOTAL US AGGREGATE BOND ETF-W | 0.05% | 1,251 | $121K | Reduce -71.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.05% | 1,087 | $120K | No change |
| PWR Quanta Services Inc. | 0.05% | 465 | $118K | No change |
| XLY SS Consumer Disc Select Sect | 0.05% | 640 | $117K | No change |
| MDLZ Mondelez International Inc. Class A | 0.05% | 1,754 | $115K | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.05% | 1,600 | $114K | Reduce -0.3% |
| DTE DTE Energy Company | 0.05% | 1,010 | $112K | No change |
| EXC Exelon Corp. | 0.04% | 3,059 | $106K | No change |
| VTWO Vanguard Russell 2000 ETF | 0.04% | 1,291 | $106K | Add +5.7% |
| YUM Yum! Brands Inc. | 0.04% | 780 | $103K | No change |
| CASY Casey's General Stores Inc. | 0.04% | 270 | $103K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 642 | $103K | Add +44.6% |
| WFC Wells Fargo & Co. | 0.04% | 1,714 | $102K | No change |
| SLV iShares Silver Trust | 0.04% | 3,810 | $101K | No change |
| RIO Rio Tinto PLC-Spon ADR | 0.04% | 1,500 | $99K | No change |
| ALL Allstate Corp. | 0.04% | 600 | $96K | No change |
| HUBS HubSpot Inc. | 0.04% | 160 | $94K | No change |
| ETR Entergy Corp. | 0.04% | 859 | $92K | No change |
| HSY The Hershey Co. | 0.04% | 497 | $91K | No change |
| PHM Pultegroup Inc. | 0.04% | 815 | $90K | Reduce -9.7% |
| SRE Sempra | 0.04% | 1,170 | $89K | No change |
| GEHC GE Healthcare Technology | 0.04% | 1,100 | $86K | Add +25.0% |
| WLY Wiley (john) & Sons Class A | 0.03% | 2,100 | $85K | No change |
| CLX Clorox Company | 0.03% | 625 | $85K | No change |
| AIN Albany Intl Corp. Class A | 0.03% | 1,000 | $84K | No change |
| ANET Arista Networks Inc. | 0.03% | 240 | $84K | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.03% | 93 | $84K | No change |
| ENB Enbridge Inc. | 0.03% | 2,295 | $82K | No change |
| USB US Bancorp | 0.03% | 2,000 | $79K | Reduce -5.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.03% | 768 | $79K | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.03% | 800 | $78K | No change |
| BP BP PLC-Spons ADR | 0.03% | 2,160 | $78K | Reduce -5.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.03% | 714 | $76K | No change |
| GOVT iShares US Treasury Bond ETF | 0.03% | 3,383 | $76K | No change |
| XNTK SS SPDR Nyse Tech ETF | 0.03% | 380 | $74K | No change |
| AXON Axon Enterprise Inc. | 0.03% | 250 | $74K | No change |
| LEN Lennar Corp. Class A | 0.03% | 490 | $73K | No change |
| K Kellanova | 0.03% | 1,267 | $73K | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.03% | 690 | $72K | No change |
| ATR Aptargroup Inc. | 0.03% | 500 | $70K | Add +25.0% |
| TMDX Transmedics Group Inc. | 0.03% | 460 | $69K | No change |
| TFI SS SPDR N Ice Muni Bond ETF | 0.03% | 1,500 | $69K | No change |
| MLI Mueller Industries Inc. | 0.03% | 1,200 | $68K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.03% | 66 | $67K | No change |
| SCL Stepan Co. | 0.03% | 800 | $67K | Add +60.0% |
| IVV iShares Core S&P 500 ETF | 0.03% | 121 | $66K | No change |
| AVY Avery Dennison Corp. | 0.03% | 300 | $66K | No change |
| XLB SS Materials Select Sector | 0.03% | 741 | $65K | No change |
| TXN Texas Instruments Inc. | 0.03% | 335 | $65K | No change |
| SYY Sysco Corp. | 0.03% | 908 | $65K | No change |
| LRCX Lam Research Corp. | 0.03% | 59 | $63K | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.03% | 913 | $63K | Add +33.1% |
| VSH Vishay Intertechnology Inc. | 0.03% | 2,800 | $62K | No change |
| BSX Boston Scientific Corp. | 0.03% | 797 | $61K | Reduce -1.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.03% | 352 | $61K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.02% | 778 | $61K | Reduce -22.9% |
| PIO Invesco Global Water ETF | 0.02% | 1,500 | $61K | No change |
| IYW iShares Ustechnology ETF | 0.02% | 402 | $61K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.02% | 887 | $60K | No change |
| SHW The Sherwin-Williams Co. | 0.02% | 201 | $60K | Reduce -1.0% |
| CBSH Commerce Bancshares Inc. | 0.02% | 1,050 | $59K | No change |
| CNX CNX Resources Corp. | 0.02% | 2,400 | $58K | No change |
| DDOG Datadog Inc. Class A | 0.02% | 449 | $58K | No change |
| DFS Discover Financial Services | 0.02% | 440 | $58K | No change |
| COF Capital One Financial Corp. | 0.02% | 397 | $55K | No change |
| NEM Newmont Corp. | 0.02% | 1,312 | $55K | No change |
| AEP American Electric Power | 0.02% | 625 | $55K | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.02% | 500 | $54K | No change |
| MGRC McGrath Rentcorp | 0.02% | 500 | $53K | No change |
| XLP SS Consumer Staples Sel Sect | 0.02% | 694 | $53K | Reduce -0.9% |
| GATX Gatx Corp. | 0.02% | 400 | $53K | No change |
| ESP Espey MFG & Electronics Corp. | 0.02% | 2,480 | $53K | Reduce -61.1% |
| ITB iShares U.S. Home Constructi | 0.02% | 516 | $52K | Reduce -6.9% |
| PNC PNC Financial Services Group | 0.02% | 324 | $50K | No change |
| ARTY iShares Future AI & Tech ETF | 0.02% | 1,500 | $50K | New |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 0.02% | 900 | $50K | New |
| ROBT First Trust Nasdaq Artificia | 0.02% | 1,150 | $49K | New |
| ET Energy Transfer LP | 0.02% | 2,900 | $47K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.02% | 85 | $47K | Reduce -10.5% |
| FLEX Flex Ltd. | 0.02% | 1,500 | $44K | No change |
| EWY iShares MSCI South Korea ETF | 0.02% | 657 | $43K | Reduce -21.1% |
| IVW iShares S&P 500 Growth ETF | 0.02% | 469 | $43K | New |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.02% | 375 | $43K | No change |
| HUBG Hub Group Inc. Class A | 0.02% | 1,000 | $43K | No change |
| VONG Vanguard Russell 1000 Growth | 0.02% | 455 | $43K | New |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.02% | 3,300 | $41K | No change |
| EXE Expand Energy Corp. filed as CHESAPEAKE ENERGY CORP | 0.02% | 500 | $41K | No change |
| PH Parker Hannifin Corp. | 0.02% | 81 | $41K | No change |
| SMCI Super Micro Computer Inc. | 0.02% | 50 | $41K | No change |
| PINS Pinterest Inc. Class A | 0.02% | 915 | $40K | No change |
| SAP Sap SE-Sponsored ADR | 0.02% | 199 | $40K | No change |
| ICLN iShares Global Clean Energy | 0.02% | 2,843 | $38K | No change |
| DHI D.R. Horton Inc. | 0.02% | 265 | $37K | Reduce -11.1% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.02% | 622 | $37K | No change |
| QCLN First Trust Nasdaq Clean Edg | 0.01% | 1,083 | $37K | Reduce -13.8% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.01% | 770 | $36K | No change |
| ABM Abm Industries Inc. | 0.01% | 700 | $35K | Add +250.0% |
| AMP Ameriprise Financial Inc. | 0.01% | 79 | $34K | No change |
| BAX Baxter International Inc. | 0.01% | 1,000 | $33K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.01% | 296 | $33K | Add +78.3% |
| NAN Nuveen NY QLTY Muni Inc. | 0.01% | 2,900 | $33K | No change |
| NSC Norfolk Southern Corp. | 0.01% | 150 | $32K | No change |
| RGEN Repligen Corp. | 0.01% | 250 | $32K | No change |
| LNC Lincoln National Corp. | 0.01% | 1,000 | $31K | New |
| NVS Novartis AG-Sponsored ADR | 0.01% | 289 | $31K | No change |
| IBKR Interactive Brokers Gro Class A | 0.01% | 250 | $31K | No change |
| XEL Xcel Energy Inc. | 0.01% | 562 | $30K | No change |
| DRIV Global X Autonomous&elec-ETF | 0.01% | 1,260 | $30K | No change |
| SU Suncor Energy Inc. | 0.01% | 770 | $29K | Reduce -23.0% |
| SPIP SS SPDR P Tips ETF | 0.01% | 1,131 | $29K | No change |
| VRSK Verisk Analytics Inc. | 0.01% | 105 | $28K | No change |
| FCX Freeport-McMoran Inc. | 0.01% | 570 | $28K | No change |
| BBY Best Buy Co. Inc. | 0.01% | 325 | $27K | No change |
| ED Consolidated Edison Inc. | 0.01% | 304 | $27K | Reduce -26.9% |
| CTRA Coterra Energy Inc. | 0.01% | 1,000 | $27K | No change |
| CARG Cargurus Inc. | 0.01% | 1,000 | $26K | No change |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.01% | 385 | $26K | No change |
| HYDB iShares High Yield Systemati | 0.01% | 554 | $26K | No change |
| TM Toyota Motor Corp. -Spon ADR | 0.01% | 125 | $26K | No change |
| VNQ Vanguard Real Estate ETF | 0.01% | 300 | $25K | No change |
| MDU Mdu Resources Group Inc. | 0.01% | 1,000 | $25K | No change |
| KMI Kinder Morgan Inc. | 0.01% | 1,261 | $25K | No change |
| ZBRA Zebra Technologies Corp. Class A | 0.01% | 80 | $25K | No change |
| MELI MercadoLibre Inc. | 0.01% | 15 | $25K | No change |
| FITB Fifth Third Bancorp | 0.01% | 675 | $25K | No change |
| PPA Invesco Aerospace & Defense | 0.01% | 235 | $24K | No change |
| FANG Diamondback Energy Inc. | 0.01% | 120 | $24K | No change |
| TTE Totalenergies SE -Spon ADR | 0.01% | 351 | $23K | No change |
| PNR Pentair PLC | 0.01% | 300 | $23K | No change |
| ISRG Intuitive Surgical Inc. | 0.01% | 51 | $23K | Reduce -17.7% |
| FICO Fair Isaac Corp. | 0.01% | 15 | $22K | No change |
| CSIQ Canadian Solar Inc. | 0.01% | 1,500 | $22K | No change |
| MDB Mongodb Inc. | 0.01% | 88 | $22K | No change |
| DAL Delta Air Lines Inc. | 0.01% | 455 | $22K | No change |
| DLTR Dollar Tree Inc. | 0.01% | 200 | $21K | No change |
| WIX Wix.com Ltd. | 0.01% | 128 | $20K | No change |
| FNF Fidelity National Financial | 0.01% | 400 | $20K | No change |
| SMMT Summit Therapeutics Inc. | 0.01% | 2,500 | $20K | No change |
| NVG Nuveen Amt-FR Muni CRDT | 0.01% | 1,550 | $19K | No change |
| MKL Markel Group Inc. | 0.01% | 12 | $19K | No change |
| SIEGY Siemens AG-Spons ADR | 0.01% | 202 | $19K | No change |
| BIIB Biogen Inc. | 0.01% | 80 | $19K | Reduce -1.2% |
| CRAI Cra International Inc. | 0.01% | 105 | $18K | No change |
| DLR Digital Realty Trust Inc. | 0.01% | 118 | $18K | Add +24.2% |
| ECL Ecolab Inc. | 0.01% | 75 | $18K | No change |
| SNPS Synopsys Inc. | 0.01% | 29 | $17K | No change |
| IBTE iShares Ibonds Dec 2024 Term | 0.01% | 718 | $17K | No change |
| PCRX Pacira Biosciences Inc. | 0.01% | 600 | $17K | No change |
| BOH Bank of Hawaii Corp. filed as BANK HAWAII CORP | 0.01% | 300 | $17K | No change |
| CBOE Cboe Global Markets Inc. | 0.01% | 100 | $17K | No change |
| FLGT Fulgent Genetics Inc. | 0.01% | 860 | $17K | No change |
| ARM Arm Holdings PLC-ADR | 0.01% | 100 | $16K | No change |
| KNSA Kiniksa Pharmaceuticals Ltd. | 0.01% | 875 | $16K | No change |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.01% | 320 | $16K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.01% | 207 | $16K | No change |
| DFH Dream Finders Homes Inc. Class A | 0.01% | 615 | $16K | No change |
| MAR Marriott International Class A | 0.01% | 65 | $16K | No change |
| NFG National Fuel Gas Co. | 0.01% | 275 | $15K | No change |
| DEO Diageo PLC-Sponsored ADR | 0.01% | 117 | $15K | Reduce -12.7% |
| CNQ Canadian Natural Resources | 0.01% | 410 | $15K | No change |
| EEM iShares MSCI Emerging Market | 0.01% | 340 | $14K | Reduce -70.2% |
| EOG EOG Resources Inc. | 0.01% | 115 | $14K | No change |
| ZTS Zoetis Inc. | 0.01% | 82 | $14K | No change |
| IP International Paper Co. | 0.01% | 320 | $14K | No change |
| PBR.A Petroleo Brasil-SP Pref ADR | 0.01% | 1,000 | $14K | No change |
| S&P MIDCAP 400 DEPOSITORY RECEIPTS ETF -W | 0.01% | 25 | $13K | Reduce -78.1% |
| PGX Invesco Preferred ETF | 0.01% | 1,150 | $13K | No change |
| FROG Jfrog Ltd. | 0.01% | 345 | $13K | No change |
| NTAP Netapp Inc. | 0.01% | 100 | $13K | No change |
| LFUS Littelfuse Inc. | 0.01% | 50 | $13K | No change |
| CRUS Cirrus Logic Inc. | 0.01% | 100 | $13K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.01% | 361 | $13K | No change |
| DOCU Docusign Inc. | 0.01% | 235 | $13K | No change |
| INTU Intuit Inc. | 0.01% | 19 | $12K | Reduce -5.0% |
| SCHA Schwab US Small-Cap ETF | 0.01% | 262 | $12K | No change |
| ADSK Autodesk Inc. | 0.01% | 50 | $12K | No change |
| DNP DNP Select Income Fund Inc. | 0.01% | 1,500 | $12K | No change |
| SCHW Schwab (charles) Corp. | 0.01% | 165 | $12K | Reduce -4.6% |
| OXY Occidental Petroleum Corp. | 0.00% | 190 | $12K | Add +8.6% |
| LULU Lululemon Athletica Inc. | 0.00% | 40 | $12K | Reduce -2.4% |
| PEG Public Service Enterprise GP | 0.00% | 155 | $11K | No change |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.00% | 205 | $11K | No change |
| PUBM Pubmatic Inc. Class A | 0.00% | 549 | $11K | No change |
| EBAY eBay Inc. | 0.00% | 207 | $11K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.00% | 51 | $11K | No change |
| FLIN Franklin Ftse India ETF | 0.00% | 278 | $11K | No change |
| SIX Six Flags Entertainment Corp. | 0.00% | 315 | $10K | No change |
| DVA Davita Inc. | 0.00% | 75 | $10K | No change |
| MITK Mitek Systems Inc. | 0.00% | 900 | $10K | No change |
| SPG Simon Property Group Inc. | 0.00% | 66 | $10K | No change |
| IDX Vaneck Indonesia Index ETF | 0.00% | 627 | $10K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.00% | 112 | $10K | New |
| ETSY Etsy Inc. | 0.00% | 165 | $10K | No change |
| FRPT Freshpet Inc. | 0.00% | 75 | $10K | No change |
| EXAS Exact Sciences Corp. | 0.00% | 225 | $10K | Reduce -1.3% |
| LECO Lincoln Electric Holdings | 0.00% | 50 | $9K | No change |
| TTC Toro Co. | 0.00% | 100 | $9K | No change |
| UL Unilever PLC | 0.00% | 170 | $9K | No change |
| TTWO Take-Two Interactive Softwre | 0.00% | 60 | $9K | No change |
| VINP Vinci Compass Investments LT filed as VINCI PARTNERS INVTS LTD | 0.00% | 855 | $9K | No change |
| EWC iShares MSCI Canada ETF | 0.00% | 250 | $9K | No change |
| SMID Smith-Midland Corp. | 0.00% | 330 | $9K | No change |
| PAYX Paychex Inc. | 0.00% | 77 | $9K | Reduce -16.3% |
| GS Goldman Sachs Group Inc. | 0.00% | 20 | $9K | No change |
| NDAQ Nasdaq Inc. | 0.00% | 150 | $9K | No change |
| APPN Appian Corp. Class A | 0.00% | 280 | $9K | No change |
| WFCF Where Food Comes From Inc. | 0.00% | 700 | $8K | No change |
| CNTA Centessa Pharmaceuticals Ltd. | 0.00% | 925 | $8K | No change |
| KLAC KLA Corp. | 0.00% | 10 | $8K | No change |
| NAD Nuveen Quality Municipal Inc. | 0.00% | 669 | $8K | No change |
| PENG Penguin Solutions Inc. filed as SMART GLOBAL HLDGS INC | 0.00% | 340 | $8K | No change |
| FNB FNB Corp. | 0.00% | 550 | $8K | No change |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.00% | 215 | $7K | No change |
| FTV Fortive Corp. | 0.00% | 100 | $7K | No change |
| EWA iShares MSCI Australia ETF | 0.00% | 300 | $7K | No change |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM TO | 0.00% | 150 | $7K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.00% | 272 | $7K | No change |
| CTSH Cognizant Tech Solutions-A | 0.00% | 100 | $7K | No change |
| ADMA Adma Biologics Inc. | 0.00% | 585 | $7K | No change |
| PLD Prologis Inc. | 0.00% | 58 | $7K | No change |
| DCI Donaldson Co. Inc. | 0.00% | 91 | $7K | No change |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.00% | 75 | $6K | No change |
| TWLO Twilio Inc. Class A | 0.00% | 113 | $6K | No change |
| FVRR Fiverr International Ltd. | 0.00% | 270 | $6K | No change |
| ALLE Allegion PLC | 0.00% | 52 | $6K | No change |
| AMKR Amkor Technology Inc. | 0.00% | 150 | $6K | No change |
| WT Wisdomtree Inc. | 0.00% | 600 | $6K | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.00% | 54 | $6K | No change |
| ROKU Roku Inc. | 0.00% | 95 | $6K | No change |
| TXT Textron Inc. | 0.00% | 65 | $6K | No change |
| HOG Harley-Davidson Inc. | 0.00% | 165 | $6K | No change |
| W Wayfair Inc. Class A | 0.00% | 100 | $5K | No change |
| CUBE Cubesmart | 0.00% | 116 | $5K | No change |
| DCBO Docebo Inc. | 0.00% | 135 | $5K | No change |
| POST Post Holdings Inc. filed as POST HLDGS INC | 0.00% | 50 | $5K | No change |
| NICE Nice Ltd. - Spon ADR | 0.00% | 30 | $5K | No change |
| CHTR Charter Communications Inc. Class A | 0.00% | 17 | $5K | No change |
| EWS iShares MSCI Singapore ETF | 0.00% | 264 | $5K | No change |
| ZUO Zuora Inc. Class A | 0.00% | 494 | $5K | No change |
| TREX Trex Company Inc. | 0.00% | 65 | $5K | No change |
| RMNI Rimini Street Inc. | 0.00% | 1,565 | $5K | No change |
| CLPT Clearpoint Neuro Inc. | 0.00% | 880 | $5K | No change |
| CNI Canadian Natl Railway Co. | 0.00% | 40 | $5K | No change |
| TECK Teck Resources Ltd.-CLS B | 0.00% | 97 | $5K | No change |
| CME Cme Group Inc. | 0.00% | 23 | $5K | No change |
| RHP Ryman Hospitality Properties | 0.00% | 45 | $4K | No change |
| LHX L3HARRIS Technologies Inc. | 0.00% | 20 | $4K | No change |
| VPU Vanguard Utilities ETF | 0.00% | 30 | $4K | No change |
| MGM MGM Resorts International | 0.00% | 97 | $4K | No change |
| DIBS 1STDIBS.COM Inc. | 0.00% | 955 | $4K | No change |
| LAND Gladstone Land Corp. | 0.00% | 300 | $4K | No change |
| ONTF ON24 Inc. | 0.00% | 675 | $4K | No change |
| BVS Bioventus Inc. Class A | 0.00% | 682 | $4K | No change |
| CCRD Corecard Corp. | 0.00% | 265 | $4K | No change |
| TAN Invesco Solar ETF | 0.00% | 95 | $4K | No change |
| KRE SS SPDR S&P Regional Bank | 0.00% | 75 | $4K | No change |
| OC Owens Corning | 0.00% | 21 | $4K | No change |
| CFLT Confluent Inc. Class A | 0.00% | 123 | $4K | No change |
| RHHBY Roche Holdings Ltd.-Spons ADR | 0.00% | 103 | $4K | No change |
| MFC Manulife Financial Corp. | 0.00% | 134 | $4K | No change |
| MAA Mid-America Apartment Comm | 0.00% | 25 | $4K | No change |
| UPST Upstart Holdings Inc. | 0.00% | 150 | $4K | No change |
| PLUG Plug Power Inc. | 0.00% | 1,500 | $3K | No change |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.00% | 50 | $3K | No change |
| GH Guardant Health Inc. | 0.00% | 115 | $3K | No change |
| DJT Trump Media & Technology Gro | 0.00% | 100 | $3K | No change |
| TDOC Teladoc Health Inc. | 0.00% | 327 | $3K | No change |
| VSS Vanguard Ftse All Wo X-US SC | 0.00% | 27 | $3K | No change |
| OPRA Opera Ltd.-ADR | 0.00% | 224 | $3K | No change |
| CMPS Compass Pathways PLC | 0.00% | 505 | $3K | No change |
| FTNT Fortinet Inc. | 0.00% | 50 | $3K | No change |
| CLM Cornerstone Strategic Invest | 0.00% | 380 | $3K | No change |
| IBRX Immunitybio Inc. | 0.00% | 450 | $3K | No change |
| RBLX Roblox Corp. Class A | 0.00% | 76 | $3K | No change |
| CB Chubb Ltd. | 0.00% | 11 | $3K | No change |
| EA Electronic Arts Inc. | 0.00% | 20 | $3K | No change |
| PPL PPL Corp. | 0.00% | 100 | $3K | No change |
| MDXG Mimedx Group Inc. | 0.00% | 390 | $3K | No change |
| MTN Vail Resorts Inc. | 0.00% | 15 | $3K | No change |
| THRY Thryv Holdings Inc. | 0.00% | 147 | $3K | No change |
| DPZ Domino's Pizza Inc. | 0.00% | 5 | $3K | No change |
| ACCS Access Newswire Inc. filed as ISSUER DIRECT CORP | 0.00% | 320 | $3K | No change |
| BE Bloom Energy Corp. Class A | 0.00% | 200 | $2K | No change |
| ALGN Align Technology Inc. | 0.00% | 10 | $2K | No change |
| APLE Apple Hospitality REIT Inc. | 0.00% | 161 | $2K | No change |
| PTON Peloton Interactive Inc. Class A | 0.00% | 690 | $2K | No change |
| FSLY Fastly Inc. Class A | 0.00% | 310 | $2K | No change |
| B Barrick Gold Corp. | 0.00% | 135 | $2K | No change |
| RLAY Relay Therapeutics Inc. | 0.00% | 344 | $2K | No change |
| BAND Bandwidth Inc. Class A | 0.00% | 130 | $2K | No change |
| DGX Quest Diagnostics Inc. | 0.00% | 16 | $2K | No change |
| S Sentinelone Inc. Class A | 0.00% | 101 | $2K | No change |
| VXUS Vanguard Total Intl Stock | 0.00% | 35 | $2K | No change |
| FE Firstenergy Corp. | 0.00% | 55 | $2K | No change |
| WHR Whirlpool Corp. | 0.00% | 20 | $2K | No change |
| BMTX BM Technologies Inc. | 0.00% | 880 | $2K | No change |
| NCLH Norwegian Cruise Line Holdin | 0.00% | 100 | $2K | No change |
| JD Jd.com Inc.-ADR | 0.00% | 70 | $2K | No change |
| NVCR Novocure Ltd. | 0.00% | 100 | $2K | No change |
| AIIYX Invesco Eqv Intl Eqty-Y | 0.00% | 71 | $2K | No change |
| KR Kroger Co. | 0.00% | 32 | $2K | No change |
| ARKQ ARK Autonomous Tech & Robot | 0.00% | 28 | $2K | No change |
| VNT Vontier Corp. | 0.00% | 40 | $2K | No change |
| MASI Masimo Corp. | 0.00% | 12 | $2K | No change |
| AI C3.AI Inc. Class A | 0.00% | 50 | $1K | No change |
| ACM Aecom | 0.00% | 16 | $1K | No change |
| LUNR Intuitive Machines Inc. | 0.00% | 370 | $1K | No change |
| OM Outset Medical Inc. | 0.00% | 280 | $1K | No change |
| CMBMF Cambium Networks Corp. | 0.00% | 380 | $1K | No change |
| BIDU Baidu Inc. - Spon ADR | 0.00% | 12 | $1K | No change |
| SPB Spectrum Brands Holdings Inc. | 0.00% | 10 | $859 | No change |
| SFIX Stitch Fix Inc. Class A | 0.00% | 195 | $809 | No change |
| CHGG Chegg Inc. | 0.00% | 250 | $790 | No change |
| CHWY Chewy Inc. Class A | 0.00% | 25 | $680 | No change |
| VREX Varex Imaging Corp. | 0.00% | 40 | $589 | No change |
| DNA Ginkgo Bioworks Holdings Inc. | 0.00% | 1,739 | $573 | No change |
| NUSC Nuveen ESG Small-Cap ETF | 0.00% | 14 | $550 | No change |
| FTHM Fathom Holdings Inc. | 0.00% | 230 | $395 | No change |
| IQ Iqiyi Inc.-ADR | 0.00% | 100 | $367 | No change |
| GME Gamestop Corp. Class A | 0.00% | 12 | $296 | No change |
| IRBTQ Irobot Corp. | 0.00% | 30 | $273 | No change |
| BPPTU BP Prudhoe Bay Royalty Trust | 0.00% | 100 | $247 | No change |
| BZUN Baozun Inc.-SPN ADR | 0.00% | 75 | $174 | No change |
| LEN.B Lennar Corp. Class B | 0.00% | 1 | $139 | No change |
| NVTAQ Invitae Corp. | 0.00% | 125 | $125 | No change |