| SPY SS SPDR S&P 500 ETF Trust-US | 12.15% | 54,964 | $31.5M | Add +0.8% |
| AAPL Apple Inc. | 6.50% | 72,392 | $16.9M | Reduce -0.5% |
| NVDA Nvidia Corp. | 4.22% | 90,201 | $11.0M | Reduce -3.3% |
| MSFT Microsoft Corp. | 4.06% | 24,471 | $10.5M | Add +0.1% |
| AMZN Amazon.com Inc. | 2.65% | 36,944 | $6.9M | Add +0.3% |
| MDY State Street SPDR S&P Midcap | 2.36% | 10,770 | $6.1M | Reduce -1.3% |
| PG The Procter & Gamble Co. | 1.99% | 29,901 | $5.2M | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 1.84% | 22,714 | $4.8M | Add +0.1% |
| IJR iShares Core S&P Small-Cap E | 1.62% | 36,066 | $4.2M | Reduce -2.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.62% | 9,154 | $4.2M | Reduce -0.0% |
| TIP iShares Tips Bond ETF | 1.62% | 38,044 | $4.2M | Reduce -1.6% |
| LLY Eli Lilly & Co. | 1.60% | 4,682 | $4.1M | Add +2.1% |
| HD Home Depot Inc. | 1.56% | 9,977 | $4.0M | Add +0.2% |
| JNJ Johnson & Johnson | 1.55% | 24,795 | $4.0M | Reduce -1.1% |
| MCD McDonald's Corp. | 1.41% | 12,061 | $3.7M | Add +0.2% |
| VTHR Vanguard Russell 3000 | 1.40% | 14,302 | $3.6M | Add +26.5% |
| PEP Pepsico Inc. | 1.40% | 21,310 | $3.6M | Reduce -1.4% |
| LMT Lockheed Martin Corp. | 1.34% | 5,954 | $3.5M | Reduce -0.6% |
| AGG iShares Core U.S. Aggregate | 1.31% | 33,616 | $3.4M | Reduce -4.1% |
| CAT Caterpillar Inc. | 1.24% | 8,235 | $3.2M | Reduce -6.8% |
| ABBV Abbvie Inc. | 1.24% | 16,240 | $3.2M | Add +1.9% |
| META Meta Platforms Inc. Class A | 1.15% | 5,228 | $3.0M | Reduce -0.5% |
| XOM Exxon Mobil Corp. | 1.14% | 25,209 | $3.0M | Add +0.9% |
| IWF iShares Russell 1000 Growth | 1.13% | 7,829 | $2.9M | Add +13.9% |
| NEE Nextera Energy Inc. | 0.90% | 27,609 | $2.3M | Reduce -0.7% |
| CVX Chevron Corp. | 0.87% | 15,405 | $2.3M | Reduce -0.7% |
| XLK SS Technology Select Sector | 0.87% | 10,013 | $2.3M | Add +2.0% |
| WM Waste Management Inc. | 0.86% | 10,781 | $2.2M | Reduce -0.7% |
| KO The Coca-Cola Co. | 0.86% | 31,114 | $2.2M | Reduce -1.3% |
| WMT Walmart Inc. | 0.77% | 24,656 | $2.0M | Add +0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.72% | 8,490 | $1.9M | Reduce -0.4% |
| CSCO Cisco Systems Inc. | 0.71% | 34,788 | $1.9M | Add +2.5% |
| QCOM Qualcomm Inc. | 0.67% | 10,189 | $1.7M | Add +0.4% |
| AMAT Applied Materials Inc. | 0.65% | 8,369 | $1.7M | Add +1.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.65% | 4,397 | $1.7M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.61% | 6,038 | $1.6M | Add +0.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.61% | 5,580 | $1.6M | No change |
| PFE Pfizer Inc. | 0.60% | 53,992 | $1.6M | Reduce -2.3% |
| OEF iShares S&P 100 ETF | 0.58% | 5,460 | $1.5M | Reduce -2.7% |
| UNH Unitedhealth Group Inc. | 0.58% | 2,557 | $1.5M | Reduce -0.7% |
| SYK Stryker Corp. | 0.57% | 4,082 | $1.5M | Reduce -1.6% |
| ORCL Oracle Corp. | 0.57% | 8,636 | $1.5M | Add +0.8% |
| SO The Southern Co. | 0.56% | 16,045 | $1.4M | Reduce -1.1% |
| COST Costco Wholesale Corp. | 0.55% | 1,597 | $1.4M | Reduce -1.1% |
| CL Colgate-Palmolive Co. | 0.54% | 13,499 | $1.4M | Reduce -1.3% |
| BMY Bristol-Myers Squibb Co. | 0.54% | 26,927 | $1.4M | Reduce -2.3% |
| V Visa Inc. Class A | 0.53% | 5,007 | $1.4M | Add +1.2% |
| PSX Phillips 66 | 0.51% | 10,025 | $1.3M | Reduce -1.5% |
| MET Metlife Inc. | 0.51% | 15,940 | $1.3M | Reduce -4.4% |
| VZ Verizon Communications Inc. | 0.49% | 28,188 | $1.3M | Reduce -22.5% |
| BLK BlackRock Finance Inc. | 0.48% | 1,318 | $1.3M | Reduce -0.1% |
| MRK Merck & Co. Inc. | 0.48% | 10,891 | $1.2M | Reduce -1.8% |
| TSLA Tesla Inc. | 0.47% | 4,697 | $1.2M | Reduce -17.3% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.46% | 55,942 | $1.2M | Add +43.8% |
| DHR Danaher Corp. | 0.45% | 4,211 | $1.2M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.43% | 11,691 | $1.1M | Reduce -5.0% |
| INTC Intel Corp. | 0.43% | 47,517 | $1.1M | Reduce -8.9% |
| ADP Automatic Data Processing | 0.41% | 3,853 | $1.1M | Reduce -4.2% |
| ACN Accenture PLC Class A | 0.41% | 3,010 | $1.1M | Reduce -0.7% |
| AMD Advanced Micro Devices | 0.39% | 6,149 | $1.0M | Add +1.4% |
| IBDU iShares Ibonds Dec 2029 Term | 0.39% | 42,731 | $1.0M | Add +108.8% |
| EFA iShares MSCI Eafe ETF | 0.39% | 11,974 | $1.0M | Add +4.0% |
| ABT Abbott Laboratories | 0.38% | 8,561 | $976K | Reduce -0.6% |
| CSX CSX Corp. | 0.36% | 27,115 | $936K | Reduce -0.8% |
| AMGN Amgen Inc. | 0.36% | 2,890 | $931K | Add +1.1% |
| GD General Dynamics Corp. | 0.35% | 3,001 | $907K | Reduce -0.6% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.35% | 40,752 | $903K | Add +89.2% |
| IWD iShares Russell 1000 Value E | 0.34% | 4,687 | $890K | Add +19.7% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.34% | 34,308 | $876K | Add +94.7% |
| SMH Vaneck Semiconductor ETF | 0.34% | 3,566 | $875K | Add +32.3% |
| LOW Lowe's Cos Inc. | 0.31% | 2,946 | $798K | Reduce -3.3% |
| TGT Target Corp. | 0.30% | 4,960 | $773K | Reduce -1.3% |
| XLV SS Health Care Select Sector | 0.28% | 4,789 | $738K | Add +6.1% |
| HON Honeywell International Inc. | 0.28% | 3,534 | $730K | Reduce -1.4% |
| CVS CVS Health Corp. | 0.27% | 11,272 | $709K | Reduce -6.6% |
| VLO Valero Energy Corp. | 0.27% | 5,207 | $703K | Reduce -0.8% |
| XLE SS Energy Select Sector | 0.27% | 7,835 | $688K | Add +14.3% |
| XLF SS Financial Select Sector | 0.26% | 15,180 | $688K | Add +1.9% |
| IJH iShares Core S&P Midcap ETF | 0.26% | 10,892 | $679K | No change |
| NFLX Netflix Inc. | 0.25% | 907 | $643K | Add +0.3% |
| XLC SS Comm Select Sector SPDR | 0.25% | 7,112 | $643K | Add +0.1% |
| T AT&T Inc. | 0.25% | 28,997 | $638K | Reduce -17.5% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.25% | 26,185 | $638K | Add +51.4% |
| DE Deere & Co. | 0.23% | 1,443 | $602K | Reduce -1.5% |
| AMT American Tower Corp. | 0.23% | 2,582 | $600K | Reduce -7.1% |
| AXP American Express Co. | 0.22% | 2,148 | $582K | Reduce -0.7% |
| MS Morgan Stanley | 0.22% | 5,421 | $565K | No change |
| IBDR iShares Ibonds Dec 2026 Term | 0.21% | 22,625 | $550K | Add +41.3% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.21% | 11,691 | $544K | Reduce -9.5% |
| C Citigroup Inc. | 0.21% | 8,685 | $544K | Reduce -1.3% |
| ADBE Adobe Inc. | 0.21% | 1,035 | $536K | Reduce -3.5% |
| DUK Duke Energy Corp. | 0.20% | 4,555 | $525K | Reduce -1.6% |
| FTEC Fidelity MSCI Info Tech Indx | 0.20% | 2,980 | $520K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.20% | 12,947 | $514K | Reduce -36.6% |
| WMB Williams Cos Inc. | 0.19% | 10,889 | $497K | Reduce -0.4% |
| EMR Emerson Electric Co. | 0.19% | 4,535 | $496K | Reduce -9.0% |
| MMM 3M Co. | 0.19% | 3,555 | $486K | Reduce -0.6% |
| VEA Vanguard Ftse Developed ETF | 0.18% | 8,763 | $463K | No change |
| REGN Regeneron Pharmaceuticals | 0.17% | 431 | $453K | Add +2.4% |
| BND Vanguard Total Bond Market | 0.17% | 5,881 | $442K | No change |
| NKE Nike Inc. Class B | 0.17% | 4,916 | $435K | Reduce -25.1% |
| PRU Prudential Financial Inc. | 0.16% | 3,523 | $427K | Reduce -1.1% |
| D Dominion Energy Inc. | 0.15% | 6,917 | $400K | Add +31.8% |
| DOW Dow Inc. | 0.15% | 7,218 | $394K | Reduce -3.5% |
| CRM Salesforce Inc. | 0.15% | 1,432 | $392K | Add +6.8% |
| IWO iShares Russell 2000 Growth | 0.15% | 1,365 | $388K | Reduce -6.2% |
| UPS United Parcel Service Class B | 0.15% | 2,791 | $381K | Reduce -1.2% |
| NOC Northrop Grumman Corp. | 0.14% | 700 | $370K | No change |
| CARR Carrier Global Corp. | 0.14% | 4,478 | $360K | No change |
| KMB Kimberly-Clark Corp. | 0.14% | 2,532 | $360K | No change |
| NUE Nucor Corp. | 0.13% | 2,310 | $347K | No change |
| SBUX Starbucks Corp. | 0.13% | 3,452 | $337K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.12% | 3,659 | $323K | Add +2.5% |
| MA Mastercard Inc. Class A | 0.12% | 648 | $320K | No change |
| IWM iShares Russell 2000 ETF | 0.12% | 1,448 | $320K | No change |
| GLD SPDR Gold Shares | 0.12% | 1,306 | $317K | Reduce -0.1% |
| XLI SS Industrial Select Sector | 0.12% | 2,338 | $317K | Reduce -2.9% |
| COP Conocophillips | 0.12% | 2,981 | $314K | No change |
| CMCSA Comcast Corp. Class A | 0.12% | 7,245 | $303K | Reduce -2.9% |
| IYK iShares US Consumer Staples | 0.11% | 4,074 | $287K | No change |
| SUSA iShares ESG Optimized MSCI U | 0.11% | 2,345 | $282K | Add +6.8% |
| BDX Becton Dickinson and Co. | 0.11% | 1,151 | $278K | Reduce -4.3% |
| IBDX iShares Ibonds Dec 2032 TC | 0.11% | 10,692 | $275K | Add +22.2% |
| APD Air Products & Chemicals Inc. | 0.11% | 919 | $274K | Reduce -8.9% |
| PM Philip Morris International | 0.10% | 2,215 | $269K | Reduce -1.5% |
| AIQ Global X Art Intel & Tech | 0.10% | 7,205 | $268K | Add +12.6% |
| ITW Illinois Tool Works | 0.10% | 986 | $258K | Reduce -2.2% |
| VIG Vanguard Dividend Apprec ETF | 0.10% | 1,302 | $258K | Reduce -12.6% |
| GEV GE Vernova Inc. | 0.10% | 997 | $254K | Add +0.4% |
| TDVG T Rowe Price Dividend Growth | 0.09% | 5,950 | $244K | Add +41.7% |
| TD Toronto-Dominion Bank | 0.09% | 3,843 | $243K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.09% | 5,074 | $243K | Reduce -2.2% |
| OTIS Otis Worldwide Corp. | 0.09% | 2,273 | $236K | Reduce -0.4% |
| FDX FedEx Corp. | 0.09% | 848 | $232K | Reduce -3.0% |
| DAR Darling Ingredients Inc. | 0.09% | 6,100 | $227K | No change |
| CMI Cummins Inc. | 0.08% | 658 | $213K | Reduce -14.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.08% | 449 | $209K | Reduce -10.0% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.08% | 8,304 | $208K | Add +8.0% |
| SDY SS SPDR S&P Dividend ETF | 0.08% | 1,460 | $207K | No change |
| UNP Union Pacific Corp. | 0.08% | 841 | $207K | Reduce -4.0% |
| MPC Marathon Petroleum Corp. | 0.08% | 1,270 | $207K | No change |
| EPD Enterprise Products Partners | 0.08% | 7,011 | $204K | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.07% | 1,587 | $192K | No change |
| GIS General Mills Inc. | 0.07% | 2,554 | $189K | No change |
| PAA Plains All Amer Pipeline LP | 0.07% | 10,800 | $187K | No change |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.07% | 7,077 | $187K | Add +20.6% |
| MO Altria Group Inc. | 0.07% | 3,580 | $183K | No change |
| IBDP iShares Ibonds Dec 2024 Term | 0.07% | 7,222 | $182K | No change |
| OKE Oneok Inc. | 0.07% | 1,930 | $176K | No change |
| CMC Commercial Metals Co. | 0.07% | 3,200 | $176K | No change |
| MCK McKesson Corp. | 0.07% | 355 | $176K | No change |
| PANW Palo Alto Networks Inc. | 0.07% | 505 | $173K | No change |
| EME Emcor Group Inc. | 0.07% | 400 | $172K | No change |
| AWR American States Water Co. filed as AMER STATES WTR CO | 0.06% | 2,000 | $167K | No change |
| LULU Lululemon Athletica Inc. | 0.06% | 611 | $166K | Add +1427.5% |
| ITOT iShares Core S&P Total U.S. | 0.06% | 1,312 | $165K | No change |
| MPLX MPLX LP | 0.06% | 3,700 | $164K | No change |
| GILD Gilead Sciences Inc. | 0.06% | 1,928 | $162K | Reduce -9.5% |
| CNP Centerpoint Energy Inc. | 0.06% | 5,100 | $150K | No change |
| TRV The Travelers Cos Inc. | 0.06% | 630 | $147K | No change |
| MRVL Marvell Technology Inc. | 0.06% | 2,006 | $145K | Reduce -6.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.05% | 584 | $139K | Add +1045.1% |
| XBI SS SPDR S&P Biotech ETF | 0.05% | 1,390 | $137K | No change |
| ETN Eaton Corp. PLC | 0.05% | 402 | $133K | Reduce -8.0% |
| MKC McCormick & Co.-Non VTG SHRS | 0.05% | 1,600 | $132K | No change |
| GLW Corning Inc. | 0.05% | 2,895 | $131K | Reduce -75.3% |
| PWR Quanta Services Inc. | 0.05% | 435 | $130K | Reduce -6.5% |
| MDLZ Mondelez International Inc. Class A | 0.05% | 1,754 | $129K | No change |
| XLY SS Consumer Disc Select Sect | 0.05% | 640 | $128K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.05% | 1,087 | $128K | No change |
| DTE DTE Energy Company | 0.05% | 995 | $128K | Reduce -1.5% |
| EXC Exelon Corp. | 0.05% | 3,059 | $124K | No change |
| VTWO Vanguard Russell 2000 ETF | 0.05% | 1,371 | $123K | Add +6.2% |
| PHM Pultegroup Inc. | 0.05% | 815 | $117K | No change |
| ISHARES CORE TOTAL US AGGREGATE BOND ETF-W | 0.04% | 1,151 | $117K | Reduce -8.0% |
| ALL Allstate Corp. | 0.04% | 600 | $114K | No change |
| ETR Entergy Corp. | 0.04% | 859 | $113K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 642 | $112K | No change |
| YUM Yum! Brands Inc. | 0.04% | 780 | $109K | No change |
| SLV iShares Silver Trust | 0.04% | 3,810 | $108K | No change |
| RIO Rio Tinto PLC-Spon ADR | 0.04% | 1,500 | $107K | No change |
| K Kellanova | 0.04% | 1,267 | $102K | No change |
| CASY Casey's General Stores Inc. | 0.04% | 270 | $101K | No change |
| WLY Wiley (john) & Sons Class A | 0.04% | 2,100 | $101K | No change |
| GEHC GE Healthcare Technology | 0.04% | 1,067 | $100K | Reduce -3.0% |
| AXON Axon Enterprise Inc. | 0.04% | 250 | $100K | No change |
| SRE Sempra | 0.04% | 1,170 | $98K | No change |
| WFC Wells Fargo & Co. | 0.04% | 1,714 | $97K | No change |
| ET Energy Transfer LP | 0.04% | 5,985 | $96K | Add +106.4% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.04% | 92 | $96K | Reduce -1.1% |
| HSY The Hershey Co. | 0.04% | 497 | $95K | No change |
| ENB Enbridge Inc. | 0.04% | 2,295 | $93K | No change |
| BA The Boeing Co. | 0.04% | 604 | $92K | Reduce -67.7% |
| USB US Bancorp | 0.04% | 2,000 | $91K | No change |
| ANET Arista Networks Inc. | 0.04% | 237 | $91K | Reduce -1.3% |
| VSH Vishay Intertechnology Inc. | 0.03% | 4,800 | $91K | Add +71.4% |
| MLI Mueller Industries Inc. | 0.03% | 1,200 | $89K | No change |
| AIN Albany Intl Corp. Class A | 0.03% | 1,000 | $89K | No change |
| AROW Arrow Financial Corp. | 0.03% | 3,077 | $88K | Reduce -85.4% |
| DVN Devon Energy Corp. | 0.03% | 2,247 | $88K | Reduce -17.6% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.03% | 800 | $88K | No change |
| HUBS HubSpot Inc. | 0.03% | 160 | $85K | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.03% | 768 | $83K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.03% | 714 | $81K | No change |
| ATR Aptargroup Inc. | 0.03% | 500 | $80K | No change |
| GOVT iShares US Treasury Bond ETF | 0.03% | 3,383 | $79K | No change |
| CNX CNX Resources Corp. | 0.03% | 2,400 | $78K | No change |
| SHW The Sherwin-Williams Co. | 0.03% | 201 | $77K | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.03% | 690 | $75K | No change |
| ESP Espey MFG & Electronics Corp. | 0.03% | 2,452 | $74K | Reduce -1.1% |
| TMDX Transmedics Group Inc. | 0.03% | 460 | $72K | No change |
| XLB SS Materials Select Sector | 0.03% | 741 | $71K | No change |
| TFI SS SPDR N Ice Muni Bond ETF | 0.03% | 1,500 | $70K | No change |
| NEM Newmont Corp. | 0.03% | 1,312 | $70K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.03% | 402 | $70K | Add +14.2% |
| IVV iShares Core S&P 500 ETF | 0.03% | 121 | $70K | No change |
| CLX Clorox Company | 0.03% | 425 | $69K | Reduce -32.0% |
| TXN Texas Instruments Inc. | 0.03% | 335 | $69K | No change |
| BP BP PLC-Spons ADR | 0.03% | 2,160 | $68K | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.03% | 913 | $67K | No change |
| AVY Avery Dennison Corp. | 0.03% | 300 | $66K | No change |
| ITB iShares U.S. Home Constructi | 0.03% | 516 | $66K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.03% | 810 | $65K | Reduce -8.7% |
| PIO Invesco Global Water ETF | 0.02% | 1,500 | $65K | No change |
| CBSH Commerce Bancshares Inc. | 0.02% | 1,050 | $62K | No change |
| SYY Sysco Corp. | 0.02% | 794 | $62K | Reduce -12.6% |
| SCL Stepan Co. | 0.02% | 800 | $62K | No change |
| DFS Discover Financial Services | 0.02% | 440 | $62K | No change |
| IYW iShares Ustechnology ETF | 0.02% | 402 | $61K | No change |
| DVY iShares Select Dividend ETF | 0.02% | 450 | $61K | Reduce -65.4% |
| AZN Astrazeneca PLC-Spons ADR | 0.02% | 778 | $61K | No change |
| PNC PNC Financial Services Group | 0.02% | 324 | $60K | No change |
| COF Capital One Financial Corp. | 0.02% | 397 | $59K | No change |
| XLP SS Consumer Staples Sel Sect | 0.02% | 694 | $58K | No change |
| MLPX Global X MLP & Energy Infras | 0.02% | 1,015 | $55K | New |
| ASML ASML Holding NV-NY Reg SHS | 0.02% | 66 | $55K | No change |
| SMMT Summit Therapeutics Inc. | 0.02% | 2,500 | $55K | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.02% | 500 | $54K | No change |
| GATX Gatx Corp. | 0.02% | 400 | $53K | No change |
| MGRC McGrath Rentcorp | 0.02% | 500 | $53K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.02% | 85 | $53K | No change |
| DDOG Datadog Inc. Class A | 0.02% | 449 | $52K | No change |
| IVW iShares S&P 500 Growth ETF | 0.02% | 537 | $51K | Add +14.5% |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 0.02% | 900 | $51K | No change |
| ARTY iShares Future AI & Tech ETF | 0.02% | 1,500 | $51K | No change |
| DHI D.R. Horton Inc. | 0.02% | 265 | $51K | No change |
| XNTK SS SPDR Nyse Tech ETF | 0.02% | 255 | $50K | Reduce -32.9% |
| ROBT First Trust Nasdaq Artificia | 0.02% | 1,150 | $50K | No change |
| FLEX Flex Ltd. | 0.02% | 1,500 | $50K | No change |
| AEP American Electric Power | 0.02% | 473 | $49K | Reduce -24.3% |
| BSX Boston Scientific Corp. | 0.02% | 577 | $48K | Reduce -27.6% |
| VONG Vanguard Russell 1000 Growth | 0.02% | 491 | $47K | Add +7.9% |
| HUBG Hub Group Inc. Class A | 0.02% | 1,000 | $45K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.02% | 622 | $45K | No change |
| ICLN iShares Global Clean Energy | 0.02% | 2,843 | $42K | No change |
| EXE Expand Energy Corp. filed as CHESAPEAKE ENERGY CORP | 0.02% | 500 | $41K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.02% | 375 | $41K | No change |
| DRIV Global X Autonomous&elec-ETF | 0.02% | 1,690 | $40K | Add +34.1% |
| QCLN First Trust Nasdaq Clean Edg | 0.01% | 1,083 | $39K | No change |
| BAX Baxter International Inc. | 0.01% | 1,000 | $38K | No change |
| NSC Norfolk Southern Corp. | 0.01% | 150 | $37K | No change |
| RGEN Repligen Corp. | 0.01% | 250 | $37K | No change |
| AMP Ameriprise Financial Inc. | 0.01% | 79 | $37K | No change |
| ABM Abm Industries Inc. | 0.01% | 700 | $37K | No change |
| XEL Xcel Energy Inc. | 0.01% | 562 | $37K | No change |
| PH Parker Hannifin Corp. | 0.01% | 58 | $37K | Reduce -28.4% |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 3,300 | $35K | No change |
| IBKR Interactive Brokers Gro Class A | 0.01% | 250 | $35K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.01% | 296 | $35K | No change |
| NAN Nuveen NY QLTY Muni Inc. | 0.01% | 2,900 | $34K | No change |
| BBY Best Buy Co. Inc. | 0.01% | 325 | $34K | No change |
| NVS Novartis AG-Sponsored ADR | 0.01% | 289 | $33K | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.01% | 770 | $32K | No change |
| DLR Digital Realty Trust Inc. | 0.01% | 199 | $32K | Add +68.6% |
| LRCX Lam Research Corp. | 0.01% | 39 | $32K | Reduce -33.9% |
| ED Consolidated Edison Inc. | 0.01% | 304 | $32K | No change |
| LNC Lincoln National Corp. | 0.01% | 1,000 | $32K | No change |
| MELI MercadoLibre Inc. | 0.01% | 15 | $31K | No change |
| CARG Cargurus Inc. | 0.01% | 1,000 | $30K | No change |
| GOF Guggenheim Strategic Opport | 0.01% | 1,902 | $30K | New |
| SPIP SS SPDR P Tips ETF | 0.01% | 1,131 | $30K | No change |
| ZBRA Zebra Technologies Corp. Class A | 0.01% | 80 | $30K | No change |
| PINS Pinterest Inc. Class A | 0.01% | 915 | $30K | No change |
| PNR Pentair PLC | 0.01% | 300 | $29K | No change |
| VNQ Vanguard Real Estate ETF | 0.01% | 300 | $29K | No change |
| FICO Fair Isaac Corp. | 0.01% | 15 | $29K | No change |
| FITB Fifth Third Bancorp | 0.01% | 675 | $29K | No change |
| FCX Freeport-McMoran Inc. | 0.01% | 570 | $28K | No change |
| SU Suncor Energy Inc. | 0.01% | 770 | $28K | No change |
| VRSK Verisk Analytics Inc. | 0.01% | 105 | $28K | No change |
| KMI Kinder Morgan Inc. | 0.01% | 1,261 | $28K | No change |
| SAP Sap SE-Sponsored ADR | 0.01% | 121 | $28K | Reduce -39.2% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.01% | 385 | $28K | No change |
| MDU Mdu Resources Group Inc. | 0.01% | 1,000 | $27K | No change |
| THW Abrdn World Healthcare Fund | 0.01% | 2,056 | $27K | New |
| PPA Invesco Aerospace & Defense | 0.01% | 235 | $27K | No change |
| HYDB iShares High Yield Systemati | 0.01% | 554 | $27K | No change |
| CSIQ Canadian Solar Inc. | 0.01% | 1,500 | $25K | No change |
| ISRG Intuitive Surgical Inc. | 0.01% | 51 | $25K | No change |
| FNF Fidelity National Financial | 0.01% | 400 | $25K | No change |
| CTRA Coterra Energy Inc. | 0.01% | 1,000 | $24K | No change |
| MDB Mongodb Inc. | 0.01% | 88 | $24K | No change |
| DAL Delta Air Lines Inc. | 0.01% | 455 | $23K | No change |
| TTE Totalenergies SE -Spon ADR | 0.01% | 351 | $23K | No change |
| DFH Dream Finders Homes Inc. Class A | 0.01% | 615 | $22K | No change |
| WIX Wix.com Ltd. | 0.01% | 128 | $21K | No change |
| AG First Majestic Silver Corp. | 0.01% | 3,500 | $21K | New |
| SMCI Super Micro Computer Inc. | 0.01% | 50 | $21K | No change |
| NVG Nuveen Amt-FR Muni CRDT | 0.01% | 1,550 | $21K | No change |
| FANG Diamondback Energy Inc. | 0.01% | 120 | $21K | No change |
| CBOE Cboe Global Markets Inc. | 0.01% | 100 | $20K | No change |
| SIEGY Siemens AG-Spons ADR | 0.01% | 202 | $20K | No change |
| ECL Ecolab Inc. | 0.01% | 75 | $19K | No change |
| BOH Bank of Hawaii Corp. filed as BANK HAWAII CORP | 0.01% | 300 | $19K | No change |
| MKL Markel Group Inc. | 0.01% | 12 | $19K | No change |
| FLGT Fulgent Genetics Inc. | 0.01% | 860 | $19K | No change |
| CRAI Cra International Inc. | 0.01% | 105 | $18K | No change |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.01% | 320 | $17K | No change |
| IBTE iShares Ibonds Dec 2024 Term | 0.01% | 718 | $17K | No change |
| LEN Lennar Corp. Class A | 0.01% | 90 | $17K | Reduce -81.6% |
| NFG National Fuel Gas Co. | 0.01% | 275 | $17K | No change |
| DEO Diageo PLC-Sponsored ADR | 0.01% | 117 | $16K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.01% | 207 | $16K | No change |
| MAR Marriott International Class A | 0.01% | 65 | $16K | No change |
| ZTS Zoetis Inc. | 0.01% | 82 | $16K | No change |
| IP International Paper Co. | 0.01% | 320 | $16K | No change |
| EEM iShares MSCI Emerging Market | 0.01% | 340 | $16K | No change |
| BIIB Biogen Inc. | 0.01% | 80 | $16K | No change |
| EXAS Exact Sciences Corp. | 0.01% | 225 | $15K | No change |
| DNP DNP Select Income Fund Inc. | 0.01% | 1,500 | $15K | No change |
| CNTA Centessa Pharmaceuticals Ltd. | 0.01% | 925 | $15K | No change |
| SNPS Synopsys Inc. | 0.01% | 29 | $15K | No change |
| DOCU Docusign Inc. | 0.01% | 235 | $15K | No change |
| ARM Arm Holdings PLC-ADR | 0.01% | 100 | $14K | No change |
| EOG EOG Resources Inc. | 0.01% | 115 | $14K | No change |
| PEG Public Service Enterprise GP | 0.01% | 155 | $14K | No change |
| ADSK Autodesk Inc. | 0.01% | 50 | $14K | No change |
| CNQ Canadian Natural Resources | 0.01% | 410 | $14K | No change |
| SCHA Schwab US Small-Cap ETF | 0.01% | 262 | $13K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.01% | 361 | $13K | No change |
| EBAY eBay Inc. | 0.01% | 207 | $13K | No change |
| LFUS Littelfuse Inc. | 0.01% | 50 | $13K | No change |
| PBR.A Petroleo Brasil-SP Pref ADR | 0.01% | 1,000 | $13K | No change |
| CRUS Cirrus Logic Inc. | 0.00% | 100 | $12K | No change |
| NTAP Netapp Inc. | 0.00% | 100 | $12K | No change |
| DVA Davita Inc. | 0.00% | 75 | $12K | No change |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.00% | 205 | $12K | No change |
| INTU Intuit Inc. | 0.00% | 19 | $12K | No change |
| ADMA Adma Biologics Inc. | 0.00% | 585 | $12K | No change |
| FLIN Franklin Ftse India ETF | 0.00% | 278 | $12K | No change |
| IDX Vaneck Indonesia Index ETF | 0.00% | 627 | $11K | No change |
| SPG Simon Property Group Inc. | 0.00% | 66 | $11K | No change |
| UL Unilever PLC | 0.00% | 170 | $11K | No change |
| SMID Smith-Midland Corp. | 0.00% | 330 | $11K | No change |
| NDAQ Nasdaq Inc. | 0.00% | 150 | $11K | No change |
| S&P MIDCAP 400 DEPOSITORY RECEIPTS ETF -W | 0.00% | 19 | $11K | Reduce -24.0% |
| SCHW Schwab (charles) Corp. | 0.00% | 165 | $11K | No change |
| EWC iShares MSCI Canada ETF | 0.00% | 250 | $10K | No change |
| PAYX Paychex Inc. | 0.00% | 77 | $10K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.00% | 112 | $10K | No change |
| FRPT Freshpet Inc. | 0.00% | 75 | $10K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.00% | 272 | $10K | No change |
| GS Goldman Sachs Group Inc. | 0.00% | 20 | $10K | No change |
| PGX Invesco Preferred ETF | 0.00% | 800 | $10K | Reduce -30.4% |
| OXY Occidental Petroleum Corp. | 0.00% | 190 | $10K | No change |
| LECO Lincoln Electric Holdings | 0.00% | 50 | $10K | No change |
| APPN Appian Corp. Class A | 0.00% | 280 | $10K | No change |
| TTWO Take-Two Interactive Softwre | 0.00% | 60 | $9K | No change |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM | 0.00% | 150 | $9K | No change |
| ETSY Etsy Inc. | 0.00% | 165 | $9K | No change |
| PCRX Pacira Biosciences Inc. | 0.00% | 600 | $9K | No change |
| BCOIX Baird Core Plus Bond-Inst | 0.00% | 864 | $9K | New |
| TM Toyota Motor Corp. -Spon ADR | 0.00% | 50 | $9K | Reduce -60.0% |
| BFFAX The BND FND of America-F3 | 0.00% | 753 | $9K | New |
| TTC Toro Co. | 0.00% | 100 | $9K | No change |
| VINP Vinci Compass Investments LT filed as VINCI PARTNERS INVTS LTD | 0.00% | 855 | $8K | No change |
| NAD Nuveen Quality Municipal Inc. | 0.00% | 669 | $8K | No change |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.00% | 215 | $8K | No change |
| PUBM Pubmatic Inc. Class A | 0.00% | 549 | $8K | No change |
| BVS Bioventus Inc. Class A | 0.00% | 682 | $8K | No change |
| EWA iShares MSCI Australia ETF | 0.00% | 300 | $8K | No change |
| FTV Fortive Corp. | 0.00% | 100 | $8K | No change |
| MITK Mitek Systems Inc. | 0.00% | 900 | $8K | No change |
| KLAC KLA Corp. | 0.00% | 10 | $8K | No change |
| CTSH Cognizant Tech Solutions-A | 0.00% | 100 | $8K | No change |
| ALLE Allegion PLC | 0.00% | 52 | $8K | No change |
| WFCF Where Food Comes From Inc. | 0.00% | 700 | $8K | No change |
| TWLO Twilio Inc. Class A | 0.00% | 113 | $7K | No change |
| PENG Penguin Solutions Inc. filed as SMART GLOBAL HLDGS INC | 0.00% | 340 | $7K | No change |
| ROKU Roku Inc. | 0.00% | 95 | $7K | No change |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.00% | 75 | $7K | No change |
| FVRR Fiverr International Ltd. | 0.00% | 270 | $7K | No change |
| DCI Donaldson Co. Inc. | 0.00% | 91 | $7K | No change |
| HOG Harley-Davidson Inc. | 0.00% | 165 | $6K | No change |
| CUBE Cubesmart | 0.00% | 116 | $6K | No change |
| UPST Upstart Holdings Inc. | 0.00% | 150 | $6K | No change |
| WT Wisdomtree Inc. | 0.00% | 600 | $6K | No change |
| DCBO Docebo Inc. | 0.00% | 135 | $6K | No change |
| PLD Prologis Inc. | 0.00% | 47 | $6K | Reduce -19.0% |
| EWS iShares MSCI Singapore ETF | 0.00% | 264 | $6K | No change |
| POST Post Holdings Inc. filed as POST HLDGS INC | 0.00% | 50 | $6K | No change |
| W Wayfair Inc. Class A | 0.00% | 100 | $6K | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.00% | 54 | $5K | No change |
| VPU Vanguard Utilities ETF | 0.00% | 30 | $5K | No change |
| NICE Nice Ltd. - Spon ADR | 0.00% | 30 | $5K | No change |
| CME Cme Group Inc. | 0.00% | 23 | $5K | No change |
| TECK Teck Resources Ltd.-CLS B | 0.00% | 97 | $5K | No change |
| RHP Ryman Hospitality Properties | 0.00% | 45 | $5K | No change |
| LHX L3HARRIS Technologies Inc. | 0.00% | 20 | $5K | No change |
| CNI Canadian Natl Railway Co. | 0.00% | 40 | $5K | No change |
| AMKR Amkor Technology Inc. | 0.00% | 150 | $5K | No change |
| TREX Trex Company Inc. | 0.00% | 65 | $4K | No change |
| ZUO Zuora Inc. Class A | 0.00% | 494 | $4K | No change |
| KRE SS SPDR S&P Regional Bank | 0.00% | 75 | $4K | No change |
| DIBS 1STDIBS.COM Inc. | 0.00% | 955 | $4K | No change |
| LAND Gladstone Land Corp. | 0.00% | 300 | $4K | No change |
| COUR Coursera Inc. | 0.00% | 520 | $4K | New |
| RHHBY Roche Holdings Ltd.-Spons ADR | 0.00% | 103 | $4K | No change |
| TAN Invesco Solar ETF | 0.00% | 95 | $4K | No change |
| MAA Mid-America Apartment Comm | 0.00% | 25 | $4K | No change |
| MFC Manulife Financial Corp. | 0.00% | 134 | $4K | No change |
| FTNT Fortinet Inc. | 0.00% | 50 | $4K | No change |
| CCRD Corecard Corp. | 0.00% | 265 | $4K | No change |
| ACCS Access Newswire Inc. filed as ISSUER DIRECT CORP | 0.00% | 320 | $4K | No change |
| MGM MGM Resorts International | 0.00% | 97 | $4K | No change |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.00% | 50 | $4K | No change |
| OC Owens Corning | 0.00% | 21 | $4K | No change |
| OPRA Opera Ltd.-ADR | 0.00% | 224 | $3K | No change |
| VSS Vanguard Ftse All Wo X-US SC | 0.00% | 27 | $3K | No change |
| PLUG Plug Power Inc. | 0.00% | 1,500 | $3K | No change |
| RBLX Roblox Corp. Class A | 0.00% | 76 | $3K | No change |
| PPL PPL Corp. | 0.00% | 100 | $3K | No change |
| PTON Peloton Interactive Inc. Class A | 0.00% | 690 | $3K | No change |
| CMPS Compass Pathways PLC | 0.00% | 505 | $3K | No change |
| CB Chubb Ltd. | 0.00% | 11 | $3K | No change |
| TDOC Teladoc Health Inc. | 0.00% | 327 | $3K | No change |
| BMTX BM Technologies Inc. | 0.00% | 880 | $3K | No change |
| LUNR Intuitive Machines Inc. | 0.00% | 370 | $3K | No change |
| CLM Cornerstone Strategic Invest | 0.00% | 380 | $3K | No change |
| RMNI Rimini Street Inc. | 0.00% | 1,565 | $3K | No change |
| EA Electronic Arts Inc. | 0.00% | 20 | $3K | No change |
| JD Jd.com Inc.-ADR | 0.00% | 70 | $3K | No change |
| B Barrick Gold Corp. | 0.00% | 135 | $3K | No change |
| GH Guardant Health Inc. | 0.00% | 115 | $3K | No change |
| FNBGX Fidelty LNG TRM Trsry BD | 0.00% | 259 | $3K | New |
| MTN Vail Resorts Inc. | 0.00% | 15 | $3K | No change |
| ALGN Align Technology Inc. | 0.00% | 10 | $3K | No change |
| MKDCX BlackRock Emerg Mrkts-K | 0.00% | 98 | $3K | New |
| THRY Thryv Holdings Inc. | 0.00% | 147 | $3K | No change |
| CFLT Confluent Inc. Class A | 0.00% | 123 | $3K | No change |
| DGX Quest Diagnostics Inc. | 0.00% | 16 | $2K | No change |
| FE Firstenergy Corp. | 0.00% | 55 | $2K | No change |
| RLAY Relay Therapeutics Inc. | 0.00% | 344 | $2K | No change |
| S Sentinelone Inc. Class A | 0.00% | 101 | $2K | No change |
| BSIKX BlackRock Strat Inc. Opp-K | 0.00% | 249 | $2K | New |
| APLE Apple Hospitality REIT Inc. | 0.00% | 161 | $2K | No change |
| FSLY Fastly Inc. Class A | 0.00% | 310 | $2K | No change |
| MDXG Mimedx Group Inc. | 0.00% | 390 | $2K | No change |
| BAND Bandwidth Inc. Class A | 0.00% | 130 | $2K | No change |
| VXUS Vanguard Total Intl Stock | 0.00% | 35 | $2K | No change |
| DPZ Domino's Pizza Inc. | 0.00% | 5 | $2K | No change |
| WHR Whirlpool Corp. | 0.00% | 20 | $2K | No change |
| BE Bloom Energy Corp. Class A | 0.00% | 200 | $2K | No change |
| NCLH Norwegian Cruise Line Holdin | 0.00% | 100 | $2K | No change |
| KR Kroger Co. | 0.00% | 32 | $2K | No change |
| AIIYX Invesco Eqv Intl Eqty-Y | 0.00% | 71 | $2K | No change |
| ARKQ ARK Autonomous Tech & Robot | 0.00% | 28 | $2K | No change |
| ACM Aecom | 0.00% | 16 | $2K | No change |
| DJT Trump Media & Technology Gro | 0.00% | 100 | $2K | No change |
| MASI Masimo Corp. | 0.00% | 12 | $2K | No change |
| NVCR Novocure Ltd. | 0.00% | 100 | $2K | No change |
| VNT Vontier Corp. | 0.00% | 40 | $1K | No change |
| BIDU Baidu Inc. - Spon ADR | 0.00% | 12 | $1K | No change |
| AI C3.AI Inc. Class A | 0.00% | 50 | $1K | No change |
| SPB Spectrum Brands Holdings Inc. | 0.00% | 10 | $951 | No change |
| CHWY Chewy Inc. Class A | 0.00% | 25 | $732 | No change |
| NUSC Nuveen ESG Small-Cap ETF | 0.00% | 14 | $599 | No change |
| IBRX Immunitybio Inc. | 0.00% | 150 | $558 | Reduce -66.7% |
| SFIX Stitch Fix Inc. Class A | 0.00% | 195 | $547 | No change |
| VREX Varex Imaging Corp. | 0.00% | 40 | $476 | No change |
| CHGG Chegg Inc. | 0.00% | 250 | $440 | No change |
| IQ Iqiyi Inc.-ADR | 0.00% | 100 | $285 | No change |
| GME Gamestop Corp. Class A | 0.00% | 12 | $275 | No change |
| BZUN Baozun Inc.-SPN ADR | 0.00% | 75 | $267 | No change |
| IRBTQ Irobot Corp. | 0.00% | 30 | $260 | No change |
| OM Outset Medical Inc. | 0.00% | 280 | $187 | No change |
| LEN.B Lennar Corp. Class B | 0.00% | 1 | $172 | No change |
| BPPTU BP Prudhoe Bay Royalty Trust | 0.00% | 100 | $107 | No change |
| DNA Ginkgo Bioworks Holdings Inc. | 0.00% | 43 | $9 | Reduce -1.1% |