| VOO Vanguard S&P 500 ETF | 11.25% | 303,280 | $145.8M | Reduce -0.5% |
| IWR iShares Russell Mid-Cap ETF | 5.90% | 908,384 | $76.4M | Reduce -0.6% |
| LVHD Franklin U.S. Low Volatility | 5.49% | 1,930,355 | $71.1M | Add +4.0% |
| AAPL Apple Inc. | 4.59% | 346,857 | $59.5M | Reduce -0.1% |
| MSFT Microsoft Corp. | 4.48% | 137,816 | $58.0M | Reduce -0.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 3.24% | 543,298 | $42.0M | Add +3.8% |
| GOOGL Alphabet Inc. Class A | 3.07% | 263,151 | $39.7M | Reduce -0.4% |
| IJR iShares Core S&P Small-Cap E | 2.85% | 334,357 | $37.0M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 2.72% | 195,171 | $35.2M | Add +0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.19% | 67,607 | $28.4M | Reduce -2.2% |
| VEU Vanguard Ftse All-World Ex-U | 2.05% | 453,162 | $26.6M | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 2.02% | 130,881 | $26.2M | Reduce -0.5% |
| HD Home Depot Inc. | 1.93% | 65,150 | $25.0M | Reduce -0.3% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.85% | 465,190 | $24.0M | Add +4.3% |
| COST Costco Wholesale Corp. | 1.72% | 30,495 | $22.3M | Add +0.2% |
| FISV Fiserv Inc. | 1.72% | 139,346 | $22.3M | Reduce -0.6% |
| ORCL Oracle Corp. | 1.56% | 160,461 | $20.2M | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.52% | 37,533 | $19.6M | No change |
| V Visa Inc. Class A | 1.40% | 64,799 | $18.1M | Add +0.2% |
| JPST JPMorgan Ultra-Short Income | 1.38% | 353,704 | $17.8M | Reduce -1.0% |
| IBB iShares Biotechnology ETF | 1.37% | 129,610 | $17.8M | Add +0.2% |
| UNH Unitedhealth Group Inc. | 1.36% | 35,688 | $17.7M | Reduce -2.3% |
| ACN Accenture PLC Class A | 1.30% | 48,762 | $16.9M | Reduce -0.1% |
| TMO Thermo Fisher Scientific Inc. | 1.17% | 26,177 | $15.2M | Reduce -0.5% |
| LMT Lockheed Martin Corp. | 1.11% | 31,487 | $14.3M | Reduce -1.0% |
| AVGO Broadcom Inc. | 1.05% | 10,308 | $13.7M | Reduce -1.2% |
| XLRE SS Real Estate Select Sector | 1.04% | 341,264 | $13.5M | Add +0.8% |
| SBUX Starbucks Corp. | 1.02% | 144,096 | $13.2M | Reduce -0.6% |
| HON Honeywell International Inc. | 0.97% | 61,224 | $12.6M | Reduce -0.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.86% | 90,553 | $11.1M | Add +9.6% |
| QCOM Qualcomm Inc. | 0.75% | 57,488 | $9.7M | Reduce -3.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.75% | 21,797 | $9.7M | Add +0.3% |
| BLK BlackRock Finance Inc. | 0.72% | 11,263 | $9.4M | Add +4.2% |
| GE General Electric | 0.72% | 52,861 | $9.3M | No change |
| UNP Union Pacific Corp. | 0.68% | 35,877 | $8.8M | Add +0.5% |
| SDY SS SPDR S&P Dividend ETF | 0.64% | 63,467 | $8.3M | Add +2.6% |
| MCD McDonald's Corp. | 0.64% | 29,349 | $8.3M | Reduce -0.1% |
| CSCO Cisco Systems Inc. | 0.60% | 156,706 | $7.8M | Add +0.8% |
| ABBV Abbvie Inc. | 0.60% | 42,555 | $7.7M | Add +242.3% |
| TGT Target Corp. | 0.59% | 42,954 | $7.6M | Add +2.1% |
| AMGN Amgen Inc. | 0.57% | 25,936 | $7.4M | Add +0.5% |
| DGRW Wisdomtree U.S. Quality Divi | 0.52% | 89,235 | $6.8M | Reduce -0.2% |
| PEP Pepsico Inc. | 0.51% | 37,510 | $6.6M | Add +0.1% |
| MS Morgan Stanley | 0.49% | 67,681 | $6.4M | Add +3.1% |
| MRK Merck & Co. Inc. | 0.49% | 47,932 | $6.3M | Reduce -0.5% |
| PAYX Paychex Inc. | 0.47% | 49,310 | $6.1M | Reduce -0.2% |
| UPS United Parcel Service Class B | 0.46% | 40,164 | $6.0M | Add +4.5% |
| JUST Goldman Sachs Just US LRG | 0.46% | 79,252 | $5.9M | Add +1.9% |
| MUB iShares National Muni Bond E | 0.46% | 54,940 | $5.9M | Add +13.1% |
| SO The Southern Co. | 0.43% | 77,938 | $5.6M | Reduce -0.1% |
| PG The Procter & Gamble Co. | 0.43% | 34,299 | $5.6M | Reduce -0.1% |
| MAIN Main Street Capital Corp. | 0.42% | 114,272 | $5.4M | Add +1.0% |
| KMB Kimberly-Clark Corp. | 0.38% | 37,729 | $4.9M | Add +4.2% |
| NVDA Nvidia Corp. | 0.37% | 5,349 | $4.8M | Add +25.7% |
| CLX Clorox Company | 0.37% | 31,246 | $4.8M | Add +5.8% |
| CCI Crown Castle Inc. | 0.36% | 44,420 | $4.7M | Add +2.4% |
| ED Consolidated Edison Inc. | 0.35% | 49,592 | $4.5M | Reduce -0.3% |
| AFL Aflac Inc. | 0.34% | 51,651 | $4.4M | Reduce -0.6% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.34% | 112,200 | $4.4M | No change |
| TXN Texas Instruments Inc. | 0.33% | 24,444 | $4.3M | Add +16.9% |
| WEC WEC Energy Group Inc. | 0.33% | 51,679 | $4.2M | Add +2.1% |
| DVY iShares Select Dividend ETF | 0.31% | 33,000 | $4.1M | No change |
| PABU Ishr Par-Alnd Clim Opt Mue-U | 0.30% | 67,801 | $3.9M | Add +5.9% |
| CUBE Cubesmart | 0.28% | 81,528 | $3.7M | Add +2.5% |
| ABT Abbott Laboratories | 0.26% | 30,071 | $3.4M | Add +1272.5% |
| GPC Genuine Parts Co. | 0.26% | 21,811 | $3.4M | Add +4.7% |
| SRLN SS Blackstone Sr Loan ETF | 0.26% | 79,520 | $3.3M | Add +10.9% |
| SHE SS SPDR MSCI U Gend Div ETF | 0.25% | 30,714 | $3.3M | Add +1.8% |
| HAS Hasbro Inc. | 0.25% | 57,096 | $3.2M | Add +18.9% |
| CVX Chevron Corp. | 0.25% | 20,175 | $3.2M | Add +5.5% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.23% | 59,619 | $3.0M | Add +4.0% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.20% | 30,615 | $2.6M | Add +14.5% |
| PWRD TCW Transform Systems ETF | 0.19% | 36,181 | $2.5M | Add +6.6% |
| CRM Salesforce Inc. | 0.18% | 7,891 | $2.4M | Add +8.8% |
| NNN NNN REIT Inc. | 0.17% | 50,125 | $2.1M | Add +18.6% |
| ARCC Ares Capital Corp. | 0.15% | 91,680 | $1.9M | Add +4.8% |
| GBDC Golub Capital BDC Inc. | 0.14% | 112,449 | $1.9M | Add +1.1% |
| WSM Williams-Sonoma Inc. | 0.14% | 5,730 | $1.8M | Reduce -36.2% |
| GEHC GE Healthcare Technology | 0.14% | 19,810 | $1.8M | No change |
| GOOG Alphabet Inc. Class C | 0.14% | 11,784 | $1.8M | Reduce -2.0% |
| MDT Medtronic PLC | 0.14% | 20,558 | $1.8M | Add +10.1% |
| CUT Invesco MSCI Global Timber E | 0.14% | 52,000 | $1.8M | No change |
| DMXF iShares ESG Advanc MSCI Eafe | 0.14% | 25,769 | $1.8M | Add +5.9% |
| KRMD Koru Medical Systems Inc. | 0.14% | 741,354 | $1.7M | Reduce -3.6% |
| XYL Xylem Inc. | 0.13% | 13,247 | $1.7M | Add +6.0% |
| VIG Vanguard Dividend Apprec ETF | 0.12% | 8,508 | $1.6M | Reduce -1.1% |
| PFF iShares Preferred & Income S | 0.12% | 47,733 | $1.5M | Add +3.2% |
| EWC iShares MSCI Canada ETF | 0.12% | 39,000 | $1.5M | No change |
| A Agilent Technologies Inc. | 0.11% | 10,158 | $1.5M | Add +7.3% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.11% | 7,789 | $1.4M | No change |
| JNJ Johnson & Johnson | 0.11% | 8,777 | $1.4M | No change |
| BBHY JPMorgan Betabuilders Usd Hi | 0.10% | 29,322 | $1.4M | Add +6.5% |
| TSCO Tractor Supply Company | 0.10% | 5,000 | $1.3M | No change |
| DLR Digital Realty Trust Inc. | 0.10% | 8,936 | $1.3M | Reduce -0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 6,715 | $1.3M | No change |
| AWK American Water Works Co. Inc. | 0.10% | 10,424 | $1.3M | Add +7.2% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.09% | 13,709 | $1.2M | Add +1.5% |
| ISRG Intuitive Surgical Inc. | 0.09% | 3,000 | $1.2M | No change |
| ECL Ecolab Inc. | 0.09% | 5,181 | $1.2M | Add +4.0% |
| RIVN Rivian Automotive Inc. Class A | 0.09% | 104,181 | $1.1M | Add +346.4% |
| PGX Invesco Preferred ETF | 0.09% | 96,024 | $1.1M | Add +8.7% |
| TY Tri-Continental Corp. | 0.09% | 36,595 | $1.1M | No change |
| ENPH Enphase Energy Inc. | 0.08% | 8,958 | $1.1M | Reduce -4.0% |
| TSLA Tesla Inc. | 0.08% | 6,145 | $1.1M | Reduce -69.1% |
| FSS Federal Signal Corp. | 0.08% | 12,614 | $1.1M | Reduce -16.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.08% | 4,057 | $1.1M | No change |
| AEP American Electric Power | 0.08% | 12,020 | $1.0M | No change |
| MTD Mettler-Toledo International | 0.08% | 748 | $996K | Add +9.7% |
| EWH iShares MSCI Hong Kong ETF | 0.08% | 63,000 | $980K | No change |
| VZ Verizon Communications Inc. | 0.08% | 23,179 | $973K | Reduce -0.2% |
| CTSH Cognizant Tech Solutions-A | 0.07% | 13,197 | $967K | Add +7.6% |
| GRNB Vaneck Green Bond ETF | 0.07% | 40,546 | $962K | Add +9.4% |
| EWA iShares MSCI Australia ETF | 0.07% | 38,260 | $943K | No change |
| AMD Advanced Micro Devices | 0.07% | 5,000 | $902K | Add +149.0% |
| LLY Eli Lilly & Co. | 0.07% | 1,126 | $876K | Reduce -0.5% |
| SUSB iShares ESG Aware 1-5 Year U | 0.07% | 35,619 | $872K | Add +58.2% |
| ADBE Adobe Inc. | 0.07% | 1,728 | $872K | Reduce -35.0% |
| EVRG Evergy Inc. | 0.07% | 16,070 | $858K | No change |
| DUK Duke Energy Corp. | 0.06% | 8,349 | $807K | Add +18.5% |
| EQIX Equinix Inc. | 0.06% | 947 | $782K | Add +14.2% |
| SNOW Snowflake Inc. | 0.06% | 4,733 | $765K | Reduce -27.2% |
| SOXX iShares Semiconductor ETF | 0.06% | 3,239 | $732K | Reduce -3.0% |
| BBY Best Buy Co. Inc. | 0.05% | 7,975 | $654K | Add +15.8% |
| PTON Peloton Interactive Inc. Class A | 0.05% | 151,000 | $647K | Add +24.8% |
| RUN Sunrun Inc. | 0.05% | 48,587 | $640K | Add +20.7% |
| IVW iShares S&P 500 Growth ETF | 0.05% | 7,402 | $625K | Reduce -7.8% |
| DGRO iShares Core Dividend Growth | 0.05% | 10,696 | $621K | Reduce -1.3% |
| EMNT PIMCO Enhcd St M-Active ESG | 0.05% | 6,284 | $620K | Add +6.7% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.05% | 19,910 | $614K | Reduce -15.6% |
| BR Broadridge Financial Solutio | 0.05% | 2,960 | $606K | Add +2.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.04% | 1,395 | $583K | Add +4.3% |
| SCHW Schwab (charles) Corp. | 0.04% | 7,951 | $575K | Add +0.5% |
| NEE Nextera Energy Inc. | 0.04% | 8,794 | $562K | Reduce -2.2% |
| VGT Vanguard Info Tech ETF | 0.04% | 1,063 | $557K | No change |
| EPD Enterprise Products Partners | 0.04% | 18,582 | $542K | No change |
| HDV iShares Core High Dividend E | 0.04% | 4,791 | $528K | Reduce -55.8% |
| SPLV Invesco S&P 500 Low Volatili | 0.04% | 7,734 | $509K | Reduce -85.4% |
| IJH iShares Core S&P Midcap ETF | 0.04% | 8,282 | $503K | Reduce -8.1% |
| ADP Automatic Data Processing | 0.04% | 2,000 | $499K | No change |
| META Meta Platforms Inc. Class A | 0.04% | 1,027 | $499K | Add +1.1% |
| NKE Nike Inc. Class B | 0.04% | 5,223 | $491K | Add +3.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.04% | 12,760 | $484K | No change |
| XOM Exxon Mobil Corp. | 0.04% | 4,055 | $471K | Add +25.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.04% | 4,492 | $456K | Add +0.0% |
| GLD SPDR Gold Shares | 0.03% | 2,160 | $444K | No change |
| MA Mastercard Inc. Class A | 0.03% | 866 | $417K | Add +4.0% |
| BAX Baxter International Inc. | 0.03% | 9,287 | $397K | Add +31.6% |
| CLEARONE INC | 0.03% | 210,000 | $384K | Add +5150.0% |
| CRL Charles River Laboratories | 0.03% | 1,398 | $379K | No change |
| HUBS HubSpot Inc. | 0.03% | 571 | $358K | Reduce -0.2% |
| OKE Oneok Inc. | 0.03% | 4,440 | $356K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.03% | 1,096 | $351K | Add +3.7% |
| DGS Wisdomtree Em Small Cap | 0.03% | 6,595 | $335K | No change |
| IDXX Idexx Laboratories Inc. | 0.03% | 612 | $330K | Add +3.5% |
| SCHM Schwab US Mid Cap ETF | 0.02% | 3,915 | $319K | Reduce -1.8% |
| VGSH Vanguard Short-Term Treasury | 0.02% | 5,375 | $312K | Reduce -5.1% |
| LOW Lowe's Cos Inc. | 0.02% | 1,203 | $306K | Add +11930.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.02% | 769 | $306K | No change |
| UBER Uber Technologies Inc. | 0.02% | 3,918 | $302K | Add +5.0% |
| KO The Coca-Cola Co. | 0.02% | 4,847 | $297K | No change |
| PYPL PayPal Holdings Inc. | 0.02% | 4,208 | $282K | Add +7.8% |
| SEDG Solaredge Technologies Inc. | 0.02% | 3,918 | $278K | Add +32.2% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.02% | 2,435 | $265K | Reduce -78.2% |
| LMAT Lemaitre Vascular Inc. | 0.02% | 3,974 | $264K | Add +5.6% |
| SCHG Schwab US Large-Cap Growth | 0.02% | 2,710 | $251K | Reduce -1.1% |
| IUSG iShares Core S&P U.S. Growth | 0.02% | 2,123 | $249K | Reduce -6.8% |
| VIS Vanguard Industrials ETF | 0.02% | 981 | $240K | No change |
| XLY SS Consumer Disc Select Sect | 0.02% | 1,281 | $236K | No change |
| ONEQ Fidelity Nasdaq Comp Indx | 0.02% | 3,625 | $233K | Reduce -31.6% |
| FOXF Fox Factory Holding Corp. | 0.02% | 4,330 | $225K | Add +5.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.02% | 652 | $224K | No change |
| GOVT iShares US Treasury Bond ETF | 0.02% | 9,732 | $222K | Add +222.0% |
| XLK SS Technology Select Sector | 0.02% | 1,063 | $221K | No change |
| ZTS Zoetis Inc. | 0.02% | 1,308 | $221K | Add +2.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.02% | 4,100 | $207K | Reduce -48.8% |
| MPC Marathon Petroleum Corp. | 0.02% | 1,018 | $205K | No change |
| ESNT Essent Group Ltd. | 0.02% | 3,421 | $204K | Reduce -7.0% |
| IVV iShares Core S&P 500 ETF | 0.01% | 368 | $193K | Reduce -66.7% |
| ZS Zscaler Inc. | 0.01% | 980 | $189K | No change |
| JAAA Janus Henderson Aaa Clo ETF | 0.01% | 3,715 | $189K | Add +68.9% |
| PFFD Global X US Preferred ETF | 0.01% | 9,154 | $185K | Reduce -86.0% |
| ESGV Vanguard ESG US Stock ETF | 0.01% | 1,975 | $184K | Reduce -78.2% |
| RSPT Invesco S&P 500 Equal Weight | 0.01% | 5,130 | $181K | No change |
| RTX RTX Corp. | 0.01% | 1,764 | $172K | No change |
| IWV iShares Russell 3000 ETF | 0.01% | 558 | $167K | No change |
| XLV SS Health Care Select Sector | 0.01% | 1,111 | $164K | No change |
| ES Eversource Energy | 0.01% | 2,644 | $158K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.01% | 1,100 | $153K | No change |
| IWM iShares Russell 2000 ETF | 0.01% | 716 | $151K | No change |
| ERTH Invesco MSCI Sustainable Fut | 0.01% | 3,556 | $150K | No change |
| INTC Intel Corp. | 0.01% | 3,065 | $135K | No change |
| MO Altria Group Inc. | 0.01% | 2,767 | $121K | Add +49.1% |
| SOFI Sofi Technologies Inc. | 0.01% | 16,415 | $120K | No change |
| BMY Bristol-Myers Squibb Co. | 0.01% | 1,985 | $108K | Add +60.0% |
| SON Sonoco Products Co. | 0.01% | 1,848 | $107K | New |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.01% | 900 | $106K | No change |
| TAN Invesco Solar ETF | 0.01% | 2,320 | $105K | Reduce -7.2% |
| APPN Appian Corp. Class A | 0.01% | 2,430 | $97K | Add +11.7% |
| AMLP Alerian MLP ETF | 0.01% | 1,940 | $92K | No change |
| SGOL Abrdn Physical Gold Shares | 0.01% | 4,220 | $90K | No change |
| EFA iShares MSCI Eafe ETF | 0.01% | 1,107 | $88K | No change |
| SYY Sysco Corp. | 0.01% | 1,078 | $88K | No change |
| ALL Allstate Corp. | 0.01% | 500 | $87K | No change |
| PM Philip Morris International | 0.01% | 900 | $82K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.01% | 360 | $82K | No change |
| IWF iShares Russell 1000 Growth | 0.01% | 239 | $81K | Add +671.0% |
| SCHD Schwab US DVD Equity ETF | 0.01% | 1,000 | $81K | No change |
| GIS General Mills Inc. | 0.01% | 1,076 | $75K | No change |
| PEG Public Service Enterprise GP | 0.01% | 1,110 | $74K | No change |
| TOTL SS Doubleline TR Tact ETF | 0.01% | 1,825 | $73K | Reduce -4.3% |
| PBW Invesco Wilderhill Clean Ene | 0.01% | 3,047 | $70K | No change |
| FAN First Trust Global Wind Ener | 0.01% | 4,530 | $70K | No change |
| SLV iShares Silver Trust | 0.01% | 3,000 | $68K | No change |
| VDC Vanguard Consumer Staple ETF | 0.01% | 332 | $68K | No change |
| STZ Constellation Brands Inc. Class A | 0.01% | 245 | $67K | No change |
| SLG SL Green Realty Corp. | 0.01% | 1,204 | $66K | Add +1.6% |
| YUM Yum! Brands Inc. | 0.00% | 454 | $63K | No change |
| RFI Cohen & Steers Tot Ret RLTY | 0.00% | 5,190 | $62K | Add +2.7% |
| LHX L3HARRIS Technologies Inc. | 0.00% | 282 | $60K | No change |
| JEF Jefferies Financial Group Inc. | 0.00% | 1,260 | $56K | No change |
| PLD Prologis Inc. | 0.00% | 400 | $52K | No change |
| ET Energy Transfer LP | 0.00% | 3,199 | $50K | Add +2.1% |
| RAYS Global X Solar ETF | 0.00% | 4,143 | $49K | New |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.00% | 1,179 | $48K | Reduce -96.5% |
| ZION Zions Bancorp NA | 0.00% | 1,105 | $48K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.00% | 470 | $48K | Reduce -83.9% |
| NXPI NXP Semiconductors NV | 0.00% | 190 | $47K | Reduce -13.2% |
| SKYY First Trust Cloud Computing | 0.00% | 488 | $47K | No change |
| BA The Boeing Co. | 0.00% | 237 | $46K | Add +40.2% |
| SDOG Alps Sector Dividend Dogs | 0.00% | 842 | $45K | Add +1.1% |
| BSX Boston Scientific Corp. | 0.00% | 645 | $44K | Add +20.6% |
| MMM 3M Co. | 0.00% | 415 | $44K | No change |
| VGIT Vanguard Intermediate-Term T | 0.00% | 750 | $44K | No change |
| MDLZ Mondelez International Inc. Class A | 0.00% | 622 | $44K | New |
| FDN First Trust DJ Internet Ind | 0.00% | 206 | $42K | No change |
| PFE Pfizer Inc. | 0.00% | 1,512 | $42K | Reduce -2.0% |
| VEA Vanguard Ftse Developed ETF | 0.00% | 825 | $41K | No change |
| MSI Motorola Solutions Inc. | 0.00% | 112 | $40K | No change |
| D Dominion Energy Inc. | 0.00% | 800 | $39K | Add +300.0% |
| WMB Williams Cos Inc. | 0.00% | 1,000 | $39K | No change |
| AIVL Wisdomtree US AI Enhanced Va | 0.00% | 380 | $39K | No change |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.00% | 660 | $38K | No change |
| DD Dupont DE Nemours Inc. | 0.00% | 489 | $37K | Add +81.8% |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.00% | 2,800 | $37K | No change |
| CEG Constellation Energy | 0.00% | 200 | $37K | No change |
| HPQ HP Inc. | 0.00% | 1,166 | $35K | No change |
| DEO Diageo PLC-Sponsored ADR | 0.00% | 234 | $35K | No change |
| VNQ Vanguard Real Estate ETF | 0.00% | 395 | $34K | No change |
| COIN Coinbase Global Inc. Class A | 0.00% | 126 | $33K | No change |
| BKNG Booking Holdings Inc. | 0.00% | 9 | $33K | Reduce -10.0% |
| INTU Intuit Inc. | 0.00% | 50 | $33K | Reduce -7.4% |
| FANG Diamondback Energy Inc. | 0.00% | 159 | $32K | No change |
| STX Seagate Technology Holdings | 0.00% | 317 | $29K | No change |
| CTVA Corteva Inc. | 0.00% | 505 | $29K | Add +77.2% |
| DOW Dow Inc. | 0.00% | 489 | $28K | Add +81.8% |
| APH Amphenol Corp. Class A | 0.00% | 234 | $27K | No change |
| UPST Upstart Holdings Inc. | 0.00% | 1,000 | $27K | No change |
| ICE Intercontinental Exchange Inc. | 0.00% | 192 | $26K | Add +3.2% |
| AMT American Tower Corp. | 0.00% | 131 | $26K | Add +19.1% |
| SCHB Schwab US Broad Market ETF | 0.00% | 420 | $26K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.00% | 199 | $26K | No change |
| VNQI Vanguard GLBL Ex-US Real Est | 0.00% | 598 | $25K | No change |
| DAL Delta Air Lines Inc. | 0.00% | 523 | $25K | No change |
| SCHR Schwab Intermediate-Term US | 0.00% | 498 | $24K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.00% | 360 | $24K | No change |
| AXP American Express Co. | 0.00% | 103 | $23K | Add +3.0% |
| ASML ASML Holding NV-NY Reg SHS | 0.00% | 24 | $23K | Add +118.2% |
| IWP iShares Russell Mid-Cap Grow | 0.00% | 200 | $23K | No change |
| EXC Exelon Corp. | 0.00% | 600 | $23K | No change |
| HUN Huntsman Corp. | 0.00% | 863 | $22K | Reduce -43.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.00% | 338 | $22K | No change |
| KEY Keycorp | 0.00% | 1,400 | $22K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.00% | 160 | $21K | Add +0.6% |
| GILD Gilead Sciences Inc. | 0.00% | 277 | $20K | No change |
| CLIX Proshares Long Online/Short | 0.00% | 500 | $20K | New |
| GS Goldman Sachs Group Inc. | 0.00% | 48 | $20K | Add +6.7% |
| BUG Global X Cybersecurity ETF | 0.00% | 656 | $20K | No change |
| O Realty Income Corp. | 0.00% | 357 | $19K | Add +1.4% |
| LIN Linde PLC | 0.00% | 41 | $19K | No change |
| HPE Hewlett Packard Enterprise | 0.00% | 1,066 | $19K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.00% | 115 | $19K | No change |
| SHW The Sherwin-Williams Co. | 0.00% | 51 | $18K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.00% | 91 | $17K | No change |
| RELX Relx PLC - Spon ADR | 0.00% | 402 | $17K | No change |
| YUMC Yum China Holdings Inc. | 0.00% | 427 | $17K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.00% | 124 | $17K | Reduce -4.6% |
| USRT iShares Core US REIT ETF | 0.00% | 310 | $17K | Reduce -98.0% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.00% | 660 | $17K | Reduce -50.9% |
| BIIB Biogen Inc. | 0.00% | 75 | $16K | No change |
| USB US Bancorp | 0.00% | 361 | $16K | No change |
| XYZ Block Inc. | 0.00% | 185 | $16K | New |
| USMV iShares MSCI USA Min Vol Fac | 0.00% | 185 | $15K | New |
| ARKG ARK Genomic Revolution ETF | 0.00% | 533 | $15K | No change |
| NOW ServiceNow Inc. | 0.00% | 19 | $14K | New |
| UTSL Dirx DLY Utilitis B3X ETF-Ui | 0.00% | 630 | $14K | No change |
| TPR Tapestry Inc. | 0.00% | 300 | $14K | No change |
| IHI iShares U.S. Medical Devices | 0.00% | 240 | $14K | No change |
| EXAS Exact Sciences Corp. | 0.00% | 185 | $13K | No change |
| WELL Welltower Inc. | 0.00% | 135 | $13K | No change |
| GNRC Generac Holdings Inc. | 0.00% | 100 | $13K | No change |
| RYAAY Ryanair Holdings PLC-SP ADR | 0.00% | 86 | $13K | No change |
| CTRA Coterra Energy Inc. | 0.00% | 449 | $13K | No change |
| ENB Enbridge Inc. | 0.00% | 344 | $12K | New |
| SCHZ Schwab US Aggregate Bond ETF | 0.00% | 263 | $12K | No change |
| BOTZ Global X Robotics & Artifici | 0.00% | 376 | $12K | No change |
| BP BP PLC-Spons ADR | 0.00% | 316 | $12K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.00% | 4 | $12K | New |
| ADI Analog Devices Inc. | 0.00% | 58 | $11K | No change |
| SAP Sap SE-Sponsored ADR | 0.00% | 58 | $11K | Add +20.8% |
| WCLD Wisdomtree Cloud Computing | 0.00% | 315 | $11K | No change |
| ZWS Zurn Elkay Water Solutions C | 0.00% | 315 | $11K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.00% | 40 | $10K | No change |
| AON Aon PLC Class A | 0.00% | 31 | $10K | No change |
| RRC Range Resources Corp. | 0.00% | 300 | $10K | No change |
| T AT&T Inc. | 0.00% | 575 | $10K | Add +0.5% |
| ICLR Icon PLC | 0.00% | 30 | $10K | No change |
| IONQ Ionq Inc. | 0.00% | 1,000 | $10K | No change |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.00% | 251 | $10K | Add +26.8% |
| UL Unilever PLC | 0.00% | 194 | $10K | No change |
| WM Waste Management Inc. | 0.00% | 45 | $10K | No change |
| SLDP Solid Power Inc. | 0.00% | 4,672 | $9K | No change |
| TER Teradyne Inc. | 0.00% | 82 | $9K | No change |
| TRV The Travelers Cos Inc. | 0.00% | 40 | $9K | No change |
| CB Chubb Ltd. | 0.00% | 35 | $9K | Add +20.7% |
| NVS Novartis AG-Sponsored ADR | 0.00% | 91 | $9K | No change |
| SKYW Skywest Inc. | 0.00% | 125 | $9K | No change |
| DVN Devon Energy Corp. | 0.00% | 171 | $9K | No change |
| CAT Caterpillar Inc. | 0.00% | 23 | $8K | No change |
| VSH Vishay Intertechnology Inc. | 0.00% | 365 | $8K | No change |
| ING ING Groep N.V.-Sponsored ADR | 0.00% | 502 | $8K | No change |
| DYNTQ Dynatronics Corp. | 0.00% | 18,000 | $8K | No change |
| CNS Cohen & Steers Inc. | 0.00% | 100 | $8K | No change |
| KHC The Kraft Heinz Co. | 0.00% | 207 | $8K | New |
| DHR Danaher Corp. | 0.00% | 30 | $7K | No change |
| AGCO Agco Corp. | 0.00% | 60 | $7K | No change |
| SU Suncor Energy Inc. | 0.00% | 198 | $7K | No change |
| CFR Cullen/Frost Bankers Inc. | 0.00% | 64 | $7K | Add +28.0% |
| QS Quantumscape Corp. | 0.00% | 1,103 | $7K | No change |
| MJ Amplify ETF TR | 0.00% | 1,642 | $7K | No change |
| XBI SS SPDR S&P Biotech ETF | 0.00% | 70 | $7K | Reduce -91.0% |
| SPOT Spotify Technology SA | 0.00% | 25 | $7K | No change |
| CCEP Coca-Cola Europacific Partne | 0.00% | 91 | $6K | No change |
| LUV Southwest Airlines Co. | 0.00% | 214 | $6K | No change |
| DANIMER SCIENTIFIC INC | 0.00% | 5,700 | $6K | No change |
| MATX Matson Inc. | 0.00% | 55 | $6K | No change |
| ARKF ARK Blockchain & Fintech Inn | 0.00% | 200 | $6K | No change |
| YELP Yelp Inc. | 0.00% | 150 | $6K | No change |
| ULTA Ulta Beauty Inc. | 0.00% | 11 | $6K | New |
| MTN Vail Resorts Inc. | 0.00% | 25 | $6K | No change |
| NFLX Netflix Inc. | 0.00% | 9 | $5K | New |
| SWKS Skyworks Solutions Inc. | 0.00% | 50 | $5K | New |
| DTE DTE Energy Company | 0.00% | 47 | $5K | No change |
| ACI Albertsons Cos Inc. Class A | 0.00% | 240 | $5K | Add +0.4% |
| XEVMX Eaton Vance Cal Muni Bond | 0.00% | 537 | $5K | No change |
| MSCI MSCI Inc. | 0.00% | 9 | $5K | No change |
| IYW iShares Ustechnology ETF | 0.00% | 36 | $5K | No change |
| BIP Brookfield Infrastructure Pa | 0.00% | 150 | $5K | No change |
| ARKW ARK Next Generation Technolo | 0.00% | 56 | $5K | No change |
| ELV Elevance Health Inc. | 0.00% | 9 | $5K | Add +50.0% |
| GIL Gildan Activewear Inc. | 0.00% | 122 | $5K | No change |
| LCTX Lineage Cell Therapeutics Inc. | 0.00% | 3,043 | $5K | No change |
| NARI Inari Medical Inc. | 0.00% | 90 | $4K | No change |
| PUMP Propetro Holding Corp. | 0.00% | 513 | $4K | No change |
| JCI Johnson Controls Internation | 0.00% | 63 | $4K | No change |
| SMCI Super Micro Computer Inc. | 0.00% | 4 | $4K | Reduce -75.0% |
| PANW Palo Alto Networks Inc. | 0.00% | 14 | $4K | New |
| HAL Halliburton Co. | 0.00% | 100 | $4K | No change |
| ROP Roper Technologies Inc. | 0.00% | 7 | $4K | No change |
| AMAT Applied Materials Inc. | 0.00% | 19 | $4K | No change |
| WFC Wells Fargo & Co. | 0.00% | 67 | $4K | No change |
| IT Gartner Inc. | 0.00% | 8 | $4K | New |
| LECO Lincoln Electric Holdings | 0.00% | 14 | $4K | Add +100.0% |
| VTS Vitesse Energy Inc. | 0.00% | 147 | $3K | No change |
| GM General Motors Co. | 0.00% | 76 | $3K | No change |
| FNF Fidelity National Financial | 0.00% | 65 | $3K | New |
| KTOS Kratos Defense & Security | 0.00% | 186 | $3K | No change |
| C Citigroup Inc. | 0.00% | 54 | $3K | Reduce -72.5% |
| MIR Mirion Technologies Inc. | 0.00% | 300 | $3K | No change |
| SIRI Sirius XM Holdings Inc. | 0.00% | 875 | $3K | No change |
| COP Conocophillips | 0.00% | 26 | $3K | No change |
| NDSN Nordson Corp. | 0.00% | 12 | $3K | Add +100.0% |
| FCNCA First Citizens Bcshs Class A | 0.00% | 2 | $3K | New |
| CCL Carnival Corp. | 0.00% | 200 | $3K | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.00% | 13 | $3K | Add +30.0% |
| AVY Avery Dennison Corp. | 0.00% | 14 | $3K | Add +133.3% |
| AXONICS INC | 0.00% | 45 | $3K | No change |
| PRTA Prothena Corp. PLC | 0.00% | 125 | $3K | No change |
| ARKQ ARK Autonomous Tech & Robot | 0.00% | 55 | $3K | No change |
| SNA Snap-on Inc. | 0.00% | 10 | $3K | Add +100.0% |
| SOUN Soundhound AI Inc. Class A | 0.00% | 500 | $3K | New |
| EGP Eastgroup Properties Inc. | 0.00% | 16 | $3K | Add +128.6% |
| NVDX T-Rex 2X LNG Nvidia DLY TRGT | 0.00% | 28 | $3K | New |
| AIG American International Group | 0.00% | 36 | $3K | New |
| ARKK ARK Innovation ETF | 0.00% | 56 | $3K | No change |
| RPM RPM International Inc. | 0.00% | 23 | $3K | Add +91.7% |
| PHO Invesco Water Resources ETF | 0.00% | 41 | $3K | No change |
| MSA Msa Safety Inc. | 0.00% | 14 | $3K | Add +133.3% |
| DXCM Dexcom Inc. | 0.00% | 19 | $3K | New |
| PKG Packaging Corp. of America | 0.00% | 13 | $2K | Add +116.7% |
| TRGP Targa Resources Corp. | 0.00% | 22 | $2K | No change |
| SCHA Schwab US Small-Cap ETF | 0.00% | 50 | $2K | No change |
| RJF Raymond James Financial Inc. | 0.00% | 19 | $2K | New |
| IP International Paper Co. | 0.00% | 61 | $2K | New |
| GOLF Acushnet Holdings Corp. | 0.00% | 36 | $2K | No change |
| HAIN Hain Celestial Group Inc. | 0.00% | 300 | $2K | No change |
| DG Dollar General Corp. | 0.00% | 15 | $2K | Add +400.0% |
| SMG Scotts Miracle-Gro Co. | 0.00% | 30 | $2K | No change |
| SFBS Servisfirst Bancshares Inc. | 0.00% | 33 | $2K | Add +106.3% |
| UNFI United Natural Foods Inc. | 0.00% | 185 | $2K | No change |
| MU Micron Technology Inc. | 0.00% | 18 | $2K | New |
| LDOS Leidos Holdings Inc. | 0.00% | 16 | $2K | New |
| AGO Assured Guaranty Ltd. | 0.00% | 24 | $2K | New |
| MPWR Monolithic Power Systems Inc. | 0.00% | 3 | $2K | Add +200.0% |
| ORGANOVO HOLDINGS INC | 0.00% | 1,912 | $2K | No change |
| NET Cloudflare Inc. Class A | 0.00% | 20 | $2K | No change |
| CMCSA Comcast Corp. Class A | 0.00% | 44 | $2K | New |
| OGN Organon & Co. | 0.00% | 100 | $2K | No change |
| FIS Fidelity National Info Serv | 0.00% | 25 | $2K | New |
| ALB Albemarle Corp. | 0.00% | 14 | $2K | No change |
| SPWRQ Sunpower Corp. | 0.00% | 600 | $2K | No change |
| MIN Aberdeen Intermediate Inc. FD | 0.00% | 631 | $2K | No change |
| BKR Baker Hughes Co. | 0.00% | 50 | $2K | No change |
| HUBB Hubbell Inc. | 0.00% | 4 | $2K | New |
| FATE Fate Therapeutics Inc. | 0.00% | 225 | $2K | No change |
| AGM Federal Agric MTG Corp. Class C | 0.00% | 8 | $2K | New |
| STE Steris PLC | 0.00% | 7 | $2K | New |
| KULR Kulr Technology Group Inc. | 0.00% | 4,000 | $2K | No change |
| ALC Alcon Inc. filed as ALCON AG | 0.00% | 18 | $2K | No change |
| VLTO Veralto Corp. | 0.00% | 16 | $1K | Add +60.0% |
| ALEX Alexander & Baldwin Inc. | 0.00% | 86 | $1K | No change |
| DTM DT Midstream Inc. | 0.00% | 23 | $1K | No change |
| HLNE Hamilton Lane Inc. Class A | 0.00% | 12 | $1K | New |
| PRGO Perrigo Co. PLC | 0.00% | 42 | $1K | No change |
| LUMINAR TECHNOLOGIES INC | 0.00% | 675 | $1K | No change |
| PNR Pentair PLC | 0.00% | 15 | $1K | No change |
| HASI Ha Sustainable Infrastructur filed as HANNON ARMSTRONG SUST INFR C | 0.00% | 45 | $1K | No change |
| FIX Comfort Systems USA Inc. | 0.00% | 4 | $1K | New |
| MIND MEDICINE MINDMED INC | 0.00% | 132 | $1K | No change |
| LFUS Littelfuse Inc. | 0.00% | 5 | $1K | No change |
| ALTM Arcadium Lithium PLC | 0.00% | 281 | $1K | New |
| RXRX Recursion Pharmaceuticals-A | 0.00% | 120 | $1K | No change |
| LIT Global X Lithium & Battery T | 0.00% | 26 | $1K | Reduce -74.8% |
| SAIC Science Applications Inte | 0.00% | 9 | $1K | No change |
| BYND Beyond Meat Inc. | 0.00% | 130 | $1K | No change |
| LW Lamb Weston Holdings Inc. | 0.00% | 10 | $1K | No change |
| BEPC Brookfield Renewable Cor-A | 0.00% | 41 | $1K | No change |
| CUZ Cousins Properties Inc. | 0.00% | 41 | $986 | New |
| ALK Alaska Air Group Inc. | 0.00% | 22 | $947 | No change |
| CR Crane Co. | 0.00% | 7 | $946 | New |
| CAG Conagra Brands Inc. | 0.00% | 30 | $890 | No change |
| ARKX ARK Space & Defense Innovati | 0.00% | 56 | $837 | No change |
| TFII Tfi International Inc. | 0.00% | 5 | $798 | New |
| LULU Lululemon Athletica Inc. | 0.00% | 2 | $782 | No change |
| TLRY Tilray Brands Inc. | 0.00% | 300 | $741 | No change |
| ADNT Adient PLC | 0.00% | 22 | $725 | No change |
| WGS Genedx Holdings Corp. | 0.00% | 76 | $694 | New |
| ALLE Allegion PLC | 0.00% | 5 | $674 | New |
| BITB Bitwise Bitcoin ETF | 0.00% | 16 | $620 | New |
| MORN Morningstar Inc. | 0.00% | 2 | $617 | New |
| FCEL Fuelcell Energy Inc. | 0.00% | 500 | $595 | No change |
| ORIGIN MATERIALS INC | 0.00% | 1,114 | $569 | No change |
| COOK Traeger Inc. | 0.00% | 215 | $544 | No change |
| CNI Canadian Natl Railway Co. | 0.00% | 4 | $527 | New |
| CRDO Credo Technology Group Holdi | 0.00% | 21 | $445 | No change |
| CXT Crane NXT Co. | 0.00% | 7 | $434 | New |
| SBIO Alps Medical Breakthroughs | 0.00% | 12 | $429 | No change |
| XLF SS Financial Select Sector | 0.00% | 10 | $422 | No change |
| KD Kyndryl Holdings Inc. | 0.00% | 19 | $414 | No change |
| JKS Jinkosolar Holding Co.-ADR | 0.00% | 14 | $353 | No change |
| RDDT Reddit Inc. Class A | 0.00% | 7 | $346 | New |
| PRNT The 3D Printing ETF | 0.00% | 14 | $318 | No change |
| IZRL ARK Israel Innovative Techno | 0.00% | 15 | $316 | No change |
| SLVM Sylvamo Corp. | 0.00% | 5 | $309 | New |
| STEM Stem Inc. | 0.00% | 135 | $296 | No change |
| ELAN Elanco Animal Health Inc. | 0.00% | 17 | $277 | No change |
| AI C3.AI Inc. Class A | 0.00% | 10 | $271 | No change |
| PAWZ Proshares Pet Care ETF | 0.00% | 5 | $250 | No change |
| MAXNQ Maxeon Solar Technologie | 0.00% | 75 | $250 | No change |
| SHOP Shopify Inc. Class A | 0.00% | 3 | $232 | New |
| AXDXQ Accelerate Diagnostics Inc. | 0.00% | 212 | $210 | No change |
| RMBS Rambus Inc. | 0.00% | 3 | $186 | Reduce -76.9% |
| TE T1 Energy Inc. filed as FREYR BATTERY INC | 0.00% | 90 | $152 | No change |
| DXC DXC Technology Co. | 0.00% | 7 | $149 | No change |
| ESS TECH INC | 0.00% | 200 | $145 | No change |
| SGMOQ Sangamo Therapeutics Inc. | 0.00% | 200 | $135 | No change |
| IIPR Innovative Industrial Proper | 0.00% | 1 | $125 | No change |
| RBLX Roblox Corp. Class A | 0.00% | 3 | $115 | No change |
| SER Serina Therapeutics Inc. | 0.00% | 8 | $108 | New |
| RMR RMR Group Inc./the - A | 0.00% | 4 | $96 | No change |
| EKSO BIONICS HOLDINGS INC | 0.00% | 67 | $92 | No change |
| DKNG Draftkings Inc. Class A | 0.00% | 2 | $91 | New |
| INO Inovio Pharmaceuticals Inc. | 0.00% | 5 | $70 | New |
| LMND Lemonade Inc. | 0.00% | 2 | $33 | No change |
| BIOVIE INC | 0.00% | 50 | $27 | No change |
| IMDX Insight Molecular Diagnostic filed as ONCOCYTE CORP | 0.00% | 7 | $21 | No change |
| ACB Aurora Cannabis Inc. | 0.00% | 2 | $9 | Reduce -4.8% |
| KPRX Kiora Pharmaceuticals Inc. | 0.00% | 6 | $5 | No change |
| VIEWQ View Inc. | 0.00% | 3 | $4 | No change |
| SNGX Soligenix Inc. | 0.00% | 5 | $3 | No change |
| WKHS Workhorse Group Inc. | 0.00% | 10 | $3 | No change |
| FUVV Arcimoto Inc. | 0.00% | 1 | $1 | No change |