| EFA iShares MSCI Eafe ETF | 12.67% | 6,152,935 | $590.9M | Add +2.5% |
| ITOT iShares Core S&P Total U.S. | 8.77% | 2,752,284 | $409.2M | Add +0.0% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 8.29% | 5,904,874 | $386.8M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 7.86% | 536,109 | $366.4M | Reduce -0.5% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 3.71% | 2,985,544 | $172.9M | Reduce -4.2% |
| VTI VG Morningstar TS MKT ETF-US | 3.54% | 492,560 | $165.1M | Add +0.2% |
| GLD SPDR Gold Shares | 3.06% | 360,495 | $142.9M | Reduce -1.9% |
| IAU iShares Gold Trust | 2.76% | 1,588,244 | $128.9M | Add +4.1% |
| EIPX FT Energy Inc. Partners Strat | 2.51% | 4,423,773 | $117.0M | Add +0.8% |
| XOM Exxon Mobil Corp. | 2.49% | 964,894 | $116.1M | Add +0.8% |
| EMLP First Trust North American E | 2.33% | 2,869,696 | $108.7M | Add +0.3% |
| IJH iShares Core S&P Midcap ETF | 2.27% | 1,600,683 | $105.6M | Reduce -12.4% |
| IVV iShares Core S&P 500 ETF | 2.02% | 175,457 | $94.0M | Add +36.5% |
| AAPL Apple Inc. | 1.69% | 289,981 | $78.8M | Reduce -3.8% |
| GOOGL Alphabet Inc. Class A | 1.68% | 250,320 | $78.3M | Reduce -2.5% |
| IAUM iShares Gold Trust Micro | 1.25% | 1,360,000 | $58.5M | Reduce -2.9% |
| VOO Vanguard S&P 500 ETF | 1.14% | 84,859 | $53.2M | Add +0.5% |
| STIP iShares 0-5 Year Tips Bond E | 1.14% | 517,838 | $53.0M | Reduce -3.3% |
| TLT iShares 20+ Year Treasury BD | 0.97% | 520,685 | $45.4M | Reduce -4.1% |
| DUHP Dimensional US High Profi Et | 0.85% | 1,037,400 | $39.5M | Reduce -5.5% |
| MSFT Microsoft Corp. | 0.84% | 81,118 | $39.2M | Reduce -3.1% |
| UBER Uber Technologies Inc. | 0.68% | 386,509 | $31.6M | Reduce -3.9% |
| MDT Medtronic PLC | 0.63% | 304,790 | $29.5M | Add +0.0% |
| ESGD iShares Trust iShares ESG Aw | 0.57% | 280,180 | $26.6M | Add +4.0% |
| GOOG Alphabet Inc. Class C | 0.57% | 84,096 | $26.4M | Reduce -5.8% |
| CVX Chevron Corp. | 0.56% | 171,097 | $26.1M | Reduce -0.6% |
| PLD Prologis Inc. | 0.55% | 199,652 | $25.5M | Reduce -3.6% |
| GS Goldman Sachs Group Inc. | 0.52% | 27,413 | $24.1M | Reduce -7.9% |
| PABU Ishr Par-Alnd Clim Opt Mue-U | 0.48% | 306,134 | $22.3M | Reduce -3.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.47% | 190,627 | $21.8M | Reduce -0.6% |
| IBIT iShares Bitcoin Trust ETF | 0.46% | 395,755 | $21.4M | Add +15.8% |
| AMZN Amazon.com Inc. | 0.45% | 89,931 | $20.8M | Reduce -4.8% |
| VGK Vanguard Ftse Europe ETF | 0.44% | 243,938 | $20.4M | Add +2.4% |
| PABD iShares Paris-Aligned Climat | 0.42% | 303,714 | $19.6M | Add +5.5% |
| NVDA Nvidia Corp. | 0.41% | 103,624 | $19.3M | Reduce -2.6% |
| ESGU iShares ESG Aware MSCI USA | 0.38% | 118,408 | $17.6M | Add +0.9% |
| ORCL Oracle Corp. | 0.36% | 86,807 | $16.9M | Reduce -1.4% |
| TSLA Tesla Inc. | 0.35% | 35,924 | $16.2M | Reduce -31.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 31,188 | $15.7M | Reduce -28.2% |
| GPGI Gpgi Inc. filed as COMPOSECURE INC | 0.33% | 807,557 | $15.6M | No change |
| DFAI Dimensional International Co. | 0.33% | 407,186 | $15.5M | No change |
| IWV iShares Russell 3000 ETF | 0.33% | 39,912 | $15.4M | Reduce -0.0% |
| DXJ Wisdomtree Japan Hedged Eq | 0.32% | 104,450 | $15.1M | No change |
| WMT Walmart Inc. | 0.32% | 134,100 | $15.0M | Add +0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.31% | 23,367 | $14.4M | Add +0.2% |
| SLV iShares Silver Trust | 0.30% | 214,179 | $13.8M | Add +405.1% |
| IWF iShares Russell 1000 Growth | 0.27% | 26,929 | $12.7M | Reduce -9.6% |
| ACWI iShares MSCI Acwi ETF | 0.27% | 89,231 | $12.6M | Add +14.3% |
| CCJ Cameco Corp. | 0.26% | 134,630 | $12.3M | Reduce -0.0% |
| JPM JPMorgan Chase & Co. | 0.26% | 37,170 | $12.0M | Reduce -0.6% |
| MUB iShares National Muni Bond E | 0.25% | 109,490 | $11.7M | Reduce -21.9% |
| META Meta Platforms Inc. Class A | 0.24% | 17,045 | $11.3M | Add +15.7% |
| JNJ Johnson & Johnson | 0.24% | 53,545 | $11.1M | Reduce -40.4% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.24% | 113,709 | $11.0M | Add +4.3% |
| VZ Verizon Communications Inc. | 0.24% | 269,184 | $11.0M | Reduce -0.3% |
| CME Cme Group Inc. | 0.23% | 40,123 | $11.0M | Reduce -0.0% |
| IQLT iShares MSCI International Q | 0.23% | 240,641 | $10.9M | Add +4.1% |
| QQQM Invesco Nasdaq 100 ETF | 0.23% | 42,200 | $10.7M | No change |
| PEP Pepsico Inc. | 0.22% | 71,675 | $10.3M | Add +4.6% |
| AMGN Amgen Inc. | 0.22% | 30,992 | $10.1M | Add +47.9% |
| DVY iShares Select Dividend ETF | 0.20% | 64,641 | $9.1M | Reduce -32.2% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.19% | 330,599 | $9.0M | Reduce -0.7% |
| IWB iShares Russell 1000 ETF | 0.18% | 22,757 | $8.5M | Reduce -0.5% |
| USFR Wisdomtree Floating Rate Tre | 0.18% | 165,095 | $8.3M | Reduce -2.1% |
| V Visa Inc. Class A | 0.17% | 23,122 | $8.1M | Reduce -1.1% |
| IVW iShares S&P 500 Growth ETF | 0.17% | 64,942 | $8.0M | Reduce -0.2% |
| AVGO Broadcom Inc. | 0.17% | 23,000 | $8.0M | Reduce -10.6% |
| DFAU Dimensional US Core Equity M | 0.17% | 166,854 | $7.8M | Reduce -24.0% |
| ADBE Adobe Inc. | 0.16% | 21,747 | $7.6M | Reduce -0.8% |
| IWD iShares Russell 1000 Value E | 0.16% | 35,222 | $7.4M | Reduce -5.2% |
| HTBK Heritage Commerce Corp. | 0.16% | 611,671 | $7.3M | Reduce -6.9% |
| CMCSA Comcast Corp. Class A | 0.15% | 237,477 | $7.1M | Add +613.8% |
| PM Philip Morris International | 0.15% | 43,924 | $7.1M | Add +428.6% |
| MCD McDonald's Corp. | 0.15% | 22,818 | $7.0M | Add +0.8% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.15% | 39,723 | $6.9M | Add +7.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.15% | 9 | $6.8M | No change |
| AGG iShares Core U.S. Aggregate | 0.14% | 66,648 | $6.7M | Add +5.4% |
| XLE SS Energy Select Sector | 0.14% | 148,888 | $6.7M | Reduce -1.0% |
| LRGF iShares US Equity Factor ETF | 0.14% | 94,839 | $6.6M | Reduce -2.7% |
| RHLD Resolute Holdings Manag | 0.14% | 31,019 | $6.4M | Add +0.0% |
| MO Altria Group Inc. | 0.13% | 108,223 | $6.2M | Add +14.5% |
| BMY Bristol-Myers Squibb Co. | 0.13% | 114,769 | $6.2M | Add +2394.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.13% | 84,145 | $6.2M | Reduce -10.2% |
| IEUR iShares Core MSCI Europe ETF | 0.13% | 86,675 | $6.2M | Reduce -0.5% |
| EIX Edison International | 0.13% | 100,504 | $6.0M | New |
| SCHW Schwab (charles) Corp. | 0.13% | 59,099 | $5.9M | Reduce -53.0% |
| SNOW Snowflake Inc. | 0.12% | 26,519 | $5.8M | Add +8.0% |
| KO The Coca-Cola Co. | 0.12% | 82,353 | $5.8M | Add +0.8% |
| MA Mastercard Inc. Class A | 0.12% | 9,935 | $5.7M | Reduce -1.7% |
| TAP Molson Coors Beverage Co. Class B | 0.12% | 120,341 | $5.6M | Add +11.3% |
| PSX Phillips 66 | 0.12% | 42,629 | $5.5M | Reduce -10.5% |
| HD Home Depot Inc. | 0.12% | 15,960 | $5.5M | Add +4.9% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.11% | 23,200 | $5.3M | Add +23.0% |
| VEA Vanguard Ftse Developed ETF | 0.11% | 84,947 | $5.3M | Add +0.5% |
| PG The Procter & Gamble Co. | 0.11% | 36,849 | $5.3M | Reduce -1.5% |
| SWKS Skyworks Solutions Inc. | 0.11% | 80,349 | $5.1M | Add +8.1% |
| CRM Salesforce Inc. | 0.11% | 19,037 | $5.1M | Add +1.3% |
| QUAL iShares MSCI USA Quality Fac | 0.11% | 25,388 | $5.0M | Add +24.4% |
| CAT Caterpillar Inc. | 0.11% | 8,697 | $5.0M | Reduce -10.4% |
| DFGR Dim Global Real Estate ETF | 0.10% | 179,651 | $4.7M | No change |
| WULF Terawulf Inc. | 0.10% | 409,847 | $4.7M | Add +1.8% |
| UNH Unitedhealth Group Inc. | 0.10% | 14,092 | $4.7M | Reduce -28.7% |
| ORLY O'reilly Automotive Inc. | 0.10% | 49,799 | $4.5M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 9,285 | $4.5M | No change |
| RSP Invesco S&P 500 Equal Weight | 0.09% | 22,642 | $4.3M | Reduce -79.4% |
| ABBV Abbvie Inc. | 0.09% | 18,904 | $4.3M | Reduce -59.8% |
| DY Dycom Industries Inc. | 0.09% | 12,771 | $4.3M | Reduce -24.6% |
| VGIT Vanguard Intermediate-Term T | 0.09% | 70,679 | $4.2M | Reduce -2.3% |
| IWM iShares Russell 2000 ETF | 0.09% | 16,676 | $4.1M | Reduce -2.3% |
| NEM Newmont Corp. | 0.09% | 40,765 | $4.1M | Add +1.9% |
| TMO Thermo Fisher Scientific Inc. | 0.09% | 7,006 | $4.1M | Reduce -0.1% |
| NUMG Nuveen ESG Mid-Cap Grow ETF | 0.08% | 81,746 | $3.9M | Reduce -46.7% |
| AVSU Avantis Resp US Equity ETF | 0.08% | 50,529 | $3.9M | No change |
| XNTK SS SPDR Nyse Tech ETF | 0.08% | 13,391 | $3.7M | New |
| AMAT Applied Materials Inc. | 0.08% | 13,974 | $3.6M | Add +1.7% |
| ALTI Alti Global Inc. | 0.08% | 773,174 | $3.6M | Add +0.0% |
| INTF iShares International Equity | 0.08% | 94,210 | $3.6M | Add +8.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.08% | 3,307 | $3.5M | Add +55.2% |
| AXP American Express Co. | 0.08% | 9,564 | $3.5M | Reduce -57.2% |
| UNP Union Pacific Corp. | 0.08% | 15,229 | $3.5M | Add +0.4% |
| EEMA iShares MSCI Emerg MRKT Asia | 0.07% | 32,429 | $3.5M | Add +9.0% |
| LLY Eli Lilly & Co. | 0.07% | 3,159 | $3.4M | Add +4.3% |
| EEM iShares MSCI Emerging Market | 0.07% | 61,566 | $3.4M | Reduce -5.7% |
| VWO Vanguard Ftse Emerging Marke | 0.07% | 62,304 | $3.3M | Reduce -7.7% |
| HON Honeywell International Inc. | 0.07% | 17,162 | $3.3M | Add +0.8% |
| EWJ iShares MSCI Japan ETF | 0.07% | 38,832 | $3.1M | No change |
| MU Micron Technology Inc. | 0.07% | 10,733 | $3.1M | Add +23.6% |
| DFAE Dimensional Emerging Core Eq | 0.06% | 92,800 | $3.0M | Reduce -69.6% |
| DNUT Krispy Kreme Inc. | 0.06% | 748,666 | $3.0M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.06% | 54,442 | $3.0M | Reduce -1.7% |
| RTX RTX Corp. | 0.06% | 16,028 | $2.9M | Add +0.7% |
| ABT Abbott Laboratories | 0.06% | 23,342 | $2.9M | Add +1.3% |
| ADP Automatic Data Processing | 0.06% | 11,089 | $2.9M | Reduce -0.5% |
| ESGE iShares Inc. iShares ESG Awar | 0.06% | 64,723 | $2.9M | Add +5.9% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.06% | 51,160 | $2.7M | No change |
| MS Morgan Stanley | 0.06% | 15,188 | $2.7M | Add +12.6% |
| SMMD iShares Russell 2500 ETF | 0.06% | 35,659 | $2.7M | Add +7.8% |
| PRVA Privia Health Group Inc. | 0.06% | 112,615 | $2.7M | Reduce -0.0% |
| ICE Intercontinental Exchange Inc. | 0.06% | 16,160 | $2.6M | Add +0.5% |
| LOW Lowe's Cos Inc. | 0.06% | 10,708 | $2.6M | Reduce -13.1% |
| GUNR NT Mstar GLBL NR ETF | 0.06% | 56,120 | $2.6M | Add +0.7% |
| BSX Boston Scientific Corp. | 0.05% | 25,736 | $2.5M | Add +138.3% |
| IVE iShares S&P 500 Value ETF | 0.05% | 11,453 | $2.4M | No change |
| XLV SS Health Care Select Sector | 0.05% | 15,527 | $2.4M | Reduce -8.0% |
| NFLX Netflix Inc. | 0.05% | 25,583 | $2.4M | Add +59.7% |
| MMM 3M Co. | 0.05% | 14,911 | $2.4M | Add +1.9% |
| WCMI FT WCM International ETF | 0.05% | 136,577 | $2.3M | New |
| MRK Merck & Co. Inc. | 0.05% | 21,691 | $2.3M | Reduce -4.8% |
| COST Costco Wholesale Corp. | 0.05% | 2,625 | $2.3M | Reduce -28.3% |
| BN Brookfield Corp. | 0.05% | 48,060 | $2.2M | Add +0.8% |
| CMI Cummins Inc. | 0.05% | 4,308 | $2.2M | Reduce -0.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.05% | 7,541 | $2.2M | Reduce -6.3% |
| DHR Danaher Corp. | 0.05% | 9,536 | $2.2M | Reduce -0.3% |
| VT Vanguard Tot World STK ETF | 0.05% | 15,012 | $2.1M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 10,974 | $2.1M | Add +3.3% |
| QCOM Qualcomm Inc. | 0.04% | 12,193 | $2.1M | Add +0.5% |
| BKNG Booking Holdings Inc. | 0.04% | 379 | $2.0M | Reduce -72.7% |
| VGT Vanguard Info Tech ETF | 0.04% | 2,668 | $2.0M | Reduce -3.3% |
| ED Consolidated Edison Inc. | 0.04% | 20,238 | $2.0M | Reduce -0.3% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.04% | 29,935 | $2.0M | Reduce -0.3% |
| MDY State Street SPDR S&P Midcap | 0.04% | 3,247 | $2.0M | Add +14.0% |
| RPRX Royalty Pharma PLC Class A | 0.04% | 50,627 | $2.0M | Reduce -28.1% |
| VMBS Vanguard Mortgage-Backed Sec | 0.04% | 40,634 | $1.9M | Reduce -2.2% |
| BABA Alibaba Group Holding-SP ADR | 0.04% | 12,994 | $1.9M | Add +16.9% |
| CSCO Cisco Systems Inc. | 0.04% | 24,636 | $1.9M | Add +1.1% |
| PWR Quanta Services Inc. | 0.04% | 4,477 | $1.9M | Add +0.6% |
| SCHX Schwab US Large-Cap ETF | 0.04% | 70,153 | $1.9M | Add +0.3% |
| LYB Lyondellbasell Indu Class A | 0.04% | 43,130 | $1.9M | Add +0.1% |
| FRT Federal Realty Invs Trust | 0.04% | 18,408 | $1.9M | Reduce -0.1% |
| PNC PNC Financial Services Group | 0.04% | 8,626 | $1.8M | Add +28.5% |
| INTC Intel Corp. | 0.04% | 48,641 | $1.8M | Reduce -3.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.04% | 11,631 | $1.8M | Reduce -6.3% |
| PPA Invesco Aerospace & Defense | 0.04% | 11,239 | $1.8M | No change |
| AG First Majestic Silver Corp. | 0.04% | 106,955 | $1.8M | No change |
| ABNB Airbnb Inc. Class A | 0.04% | 12,518 | $1.7M | Reduce -1.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.04% | 18,825 | $1.7M | Add +0.7% |
| GE General Electric filed as GE AEROSPACE | 0.04% | 5,424 | $1.7M | Reduce -1.8% |
| SBUX Starbucks Corp. | 0.04% | 19,415 | $1.6M | Reduce -0.2% |
| IEI iShares 3-7 Year Treasury Bo | 0.03% | 13,409 | $1.6M | Reduce -0.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.03% | 6,190 | $1.6M | Add +4.8% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.03% | 3,823 | $1.6M | Add +1.6% |
| AEM Agnico Eagle Mines Ltd. | 0.03% | 9,230 | $1.6M | Add +2.7% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.03% | 63,500 | $1.5M | No change |
| SPGI S&P Global Inc. | 0.03% | 2,941 | $1.5M | Add +38.2% |
| IBDR iShares Ibonds Dec 2026 Term | 0.03% | 63,400 | $1.5M | No change |
| CTVA Corteva Inc. | 0.03% | 22,647 | $1.5M | Reduce -0.3% |
| IQV Iqvia Holdings Inc. | 0.03% | 6,617 | $1.5M | Reduce -2.9% |
| IJR iShares Core S&P Small-Cap E | 0.03% | 12,401 | $1.5M | Add +9.7% |
| CFG Citizens Financial Group | 0.03% | 25,423 | $1.5M | Add +0.4% |
| COWZ Pacer US Cash Cows 100 ETF | 0.03% | 24,609 | $1.5M | Reduce -26.3% |
| KKR KKR & Co. Inc. | 0.03% | 11,338 | $1.4M | Reduce -0.3% |
| ANET Arista Networks Inc. | 0.03% | 10,899 | $1.4M | Reduce -64.5% |
| SRLN SS Blackstone Sr Loan ETF | 0.03% | 34,563 | $1.4M | Reduce -5.3% |
| ARKQ ARK Autonomous Tech & Robot | 0.03% | 12,192 | $1.4M | Add +0.1% |
| PEN Penumbra Inc. | 0.03% | 4,479 | $1.4M | Add +0.1% |
| CL Colgate-Palmolive Co. | 0.03% | 17,551 | $1.4M | Add +49.5% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.03% | 24,496 | $1.4M | Reduce -1.6% |
| CP Canadian Pacific Kansas City | 0.03% | 18,492 | $1.4M | Reduce -0.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.03% | 12,220 | $1.3M | No change |
| DE Deere & Co. | 0.03% | 2,795 | $1.3M | Add +1.8% |
| MDLZ Mondelez International Inc. Class A | 0.03% | 23,916 | $1.3M | Reduce -47.7% |
| ALAB Astera Labs Inc. | 0.03% | 7,780 | $1.3M | No change |
| IWP iShares Russell Mid-Cap Grow | 0.03% | 9,445 | $1.3M | Reduce -3.7% |
| B Barrick Mining Corp. | 0.03% | 29,919 | $1.3M | New |
| PANW Palo Alto Networks Inc. | 0.03% | 6,918 | $1.3M | Add +19.5% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.03% | 49,825 | $1.3M | Add +24.6% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.03% | 32,148 | $1.2M | Reduce -0.2% |
| LIN Linde PLC | 0.03% | 2,914 | $1.2M | Add +30.4% |
| SCI Service Corp. International | 0.03% | 15,861 | $1.2M | Add +0.3% |
| EMB iShares JP Morgan Usd Emergi | 0.03% | 12,660 | $1.2M | Reduce -6.2% |
| TLH iShares 10-20 Year Treasury | 0.03% | 11,964 | $1.2M | No change |
| NUV Nuveen Municipal Value | 0.03% | 132,210 | $1.2M | No change |
| AVSD Avantis Reps Intern Equi ETF | 0.03% | 15,998 | $1.2M | No change |
| URTH iShares MSCI World ETF | 0.02% | 6,131 | $1.1M | Add +1.0% |
| ACN Accenture PLC Class A | 0.02% | 4,238 | $1.1M | Reduce -25.0% |
| IGM iShares Expanded Tech Sector | 0.02% | 8,767 | $1.1M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.02% | 3,821 | $1.1M | Add +36.2% |
| SDY SS SPDR S&P Dividend ETF | 0.02% | 8,002 | $1.1M | No change |
| MCO Moody's Corp. | 0.02% | 2,156 | $1.1M | Reduce -1.1% |
| QTUM Defiance Quantum ETF | 0.02% | 10,000 | $1.1M | New |
| WTW Willis Towers Watson PLC | 0.02% | 3,302 | $1.1M | Add +1.1% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.02% | 37,929 | $1.1M | Add +145.5% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.02% | 64,136 | $1.1M | Add +3.5% |
| URA Global X Uranium ETF | 0.02% | 25,065 | $1.1M | New |
| MAR Marriott International Class A | 0.02% | 3,451 | $1.1M | Reduce -0.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.02% | 13,240 | $1.1M | No change |
| VCIT Vanguard Int-Term Corporate | 0.02% | 12,512 | $1.0M | Add +165.1% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.02% | 12,990 | $1.0M | Reduce -7.0% |
| LMT Lockheed Martin Corp. | 0.02% | 2,112 | $1.0M | Add +5.0% |
| BLK BlackRock Inc. | 0.02% | 951 | $1.0M | Reduce -35.6% |
| BWXT BWX Technologies Inc. | 0.02% | 5,884 | $1.0M | Add +1.6% |
| BNL Broadstone Net Lease Inc. | 0.02% | 56,338 | $995K | No change |
| TEAM Atlassian Corp. Class A | 0.02% | 6,108 | $990K | Add +214.0% |
| ISMF iShares Managed Futures Act | 0.02% | 37,400 | $983K | New |
| NBIX Neurocrine Biosciences Inc. | 0.02% | 6,826 | $968K | Reduce -0.0% |
| SPOT Spotify Technology SA | 0.02% | 1,648 | $957K | Reduce -19.2% |
| EIPI FT Energy Income ETF | 0.02% | 47,998 | $954K | No change |
| NEE Nextera Energy Inc. | 0.02% | 11,878 | $954K | Reduce -24.7% |
| PHM Pultegroup Inc. | 0.02% | 7,999 | $939K | Add +4.5% |
| PFE Pfizer Inc. | 0.02% | 37,537 | $935K | Reduce -1.7% |
| NOW ServiceNow Inc. | 0.02% | 6,094 | $934K | Add +11.4% |
| COIN Coinbase Global Inc. Class A | 0.02% | 4,074 | $921K | Reduce -2.4% |
| MLM Martin Marietta Materials | 0.02% | 1,478 | $920K | Reduce -1.4% |
| WFC Wells Fargo & Co. | 0.02% | 9,795 | $913K | Reduce -1.7% |
| EAGG iShares ESG Aware US Aggrega | 0.02% | 18,945 | $907K | No change |
| WPM Wheaton Precious Metals Corp. | 0.02% | 7,710 | $906K | No change |
| MDGL Madrigal Pharmaceuticals Inc. | 0.02% | 1,493 | $869K | Add +0.1% |
| ESGV Vanguard ESG US Stock ETF | 0.02% | 7,083 | $857K | No change |
| CTRA Coterra Energy Inc. | 0.02% | 32,100 | $845K | Reduce -4.4% |
| C Citigroup Inc. | 0.02% | 7,187 | $839K | Add +12.8% |
| TTWO Take-Two Interactive Softwre | 0.02% | 3,256 | $834K | Add +0.3% |
| SNPS Synopsys Inc. | 0.02% | 1,767 | $830K | Reduce -1.7% |
| EWC iShares MSCI Canada ETF | 0.02% | 15,378 | $829K | No change |
| PSKY Paramount Skydance Class B | 0.02% | 61,485 | $824K | Add +136.6% |
| COF Capital One Financial Corp. | 0.02% | 3,380 | $819K | Add +5.2% |
| QXO Qxo Inc. | 0.02% | 42,300 | $816K | Add +197.9% |
| AZO AutoZone Inc. | 0.02% | 240 | $814K | Reduce -0.4% |
| PGR Progressive Corp. | 0.02% | 3,533 | $804K | Reduce -85.6% |
| KEYS Keysight Technologies Inc. | 0.02% | 3,937 | $800K | Reduce -5.0% |
| VRT Vertiv Holdings Co. Class A | 0.02% | 4,936 | $800K | Reduce -5.0% |
| VLO Valero Energy Corp. | 0.02% | 4,868 | $792K | Reduce -89.2% |
| SMH Vaneck Semiconductor ETF | 0.02% | 2,167 | $780K | Add +28.4% |
| VSXY Victoria's Secret & Co. | 0.02% | 14,279 | $773K | Add +0.1% |
| APTV Aptiv PLC | 0.02% | 10,123 | $770K | Reduce -0.0% |
| COP Conocophillips | 0.02% | 8,170 | $765K | Reduce -1.2% |
| GL Globe Life Inc. | 0.02% | 5,453 | $763K | Reduce -2.2% |
| TYL Tyler Technologies Inc. | 0.02% | 1,673 | $759K | Reduce -0.1% |
| VNQ Vanguard Real Estate ETF | 0.02% | 8,573 | $759K | Reduce -16.0% |
| VIG Vanguard Dividend Apprec ETF | 0.02% | 3,401 | $748K | Add +6.3% |
| IXUS iShares Core Intl Stock ETF | 0.02% | 8,817 | $746K | No change |
| AOM iShares Core 40/60 Moderate | 0.02% | 15,195 | $725K | Reduce -11.2% |
| EDIV State Street SPDR S&P Emergi | 0.02% | 18,200 | $713K | No change |
| CSL Carlisle Cos Inc. | 0.02% | 2,220 | $710K | Reduce -0.3% |
| GEV GE Vernova Inc. | 0.01% | 1,062 | $694K | Add +0.8% |
| SHEL Shell PLC-ADR | 0.01% | 9,398 | $691K | Add +0.3% |
| TQQQ Proshares Ultrapro QQQ | 0.01% | 13,082 | $690K | No change |
| MUSA Murphy USA Inc. | 0.01% | 1,694 | $684K | Reduce -0.4% |
| ZTS Zoetis Inc. | 0.01% | 5,430 | $683K | Reduce -1.5% |
| IUSG iShares Core S&P U.S. Growth | 0.01% | 3,971 | $667K | No change |
| T AT&T Inc. | 0.01% | 26,176 | $650K | Add +83.8% |
| TT Trane Technologies PLC | 0.01% | 1,670 | $650K | Add +216.3% |
| MDXG Mimedx Group Inc. | 0.01% | 95,462 | $646K | Reduce -0.1% |
| BX Blackstone Inc. | 0.01% | 4,158 | $641K | Add +16.0% |
| LNG Cheniere Energy Inc. | 0.01% | 3,268 | $635K | Reduce -4.8% |
| PPLT Abrdn Physical Platinum SHRS | 0.01% | 3,300 | $615K | New |
| XLG Invesco S&P 500 Top 50 ETF | 0.01% | 10,261 | $608K | Add +132.2% |
| NVS Novartis AG-Sponsored ADR | 0.01% | 4,381 | $604K | Add +0.1% |
| JPIN JPM Diversified Ret Intl Eq filed as J P MORGAN EXCHANGE TRADED F | 0.01% | 8,758 | $597K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.01% | 6,467 | $595K | Add +61.2% |
| ADI Analog Devices Inc. | 0.01% | 2,180 | $591K | Reduce -90.5% |
| JNK SS SPDR BB High Yield Bond | 0.01% | 6,046 | $588K | No change |
| GD General Dynamics Corp. | 0.01% | 1,745 | $588K | Reduce -3.4% |
| XCOR Fundx ETF | 0.01% | 7,272 | $587K | No change |
| RSG Republic Services Inc. | 0.01% | 2,732 | $579K | Add +26.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.01% | 7,131 | $572K | Reduce -21.4% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.01% | 2,207 | $571K | Reduce -6.6% |
| PYPL PayPal Holdings Inc. | 0.01% | 9,612 | $561K | New |
| PH Parker Hannifin Corp. | 0.01% | 636 | $559K | Add +33.0% |
| CACI Caci International Inc. Class A | 0.01% | 1,048 | $558K | Reduce -0.8% |
| NORW Global X MSCI Norway ETF | 0.01% | 18,232 | $556K | No change |
| MAIN Main Street Capital Corp. | 0.01% | 9,150 | $553K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.01% | 1,139 | $549K | Add +0.1% |
| AVSE Avantis Resp Emerg MKTS Eq-E | 0.01% | 8,432 | $548K | No change |
| ETN Eaton Corp. PLC | 0.01% | 1,711 | $545K | Add +2.1% |
| ROST Ross Stores Inc. | 0.01% | 2,959 | $533K | Reduce -8.3% |
| CELC Celcuity Inc. | 0.01% | 5,287 | $527K | No change |
| IEF iShares 7-10 Year Treasury B | 0.01% | 5,373 | $517K | No change |
| RBLX Roblox Corp. Class A | 0.01% | 6,342 | $514K | Add +3.6% |
| TXN Texas Instruments Inc. | 0.01% | 2,948 | $511K | Reduce -0.8% |
| UPS United Parcel Service Class B | 0.01% | 5,004 | $496K | Add +6.3% |
| THO Thor Industries Inc. | 0.01% | 4,795 | $492K | Reduce -92.3% |
| SGI Somnigroup International Inc. | 0.01% | 5,456 | $487K | Reduce -92.2% |
| EUAD Select Stoxx Eur Aer DE ETF | 0.01% | 11,440 | $482K | Reduce -6.5% |
| WMB Williams Cos Inc. | 0.01% | 7,867 | $473K | Add +17.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.01% | 1,531 | $466K | New |
| SAN Banco Santander SA-Spon ADR | 0.01% | 39,096 | $459K | Add +61.4% |
| IHI iShares U.S. Medical Devices | 0.01% | 7,354 | $457K | Add +4.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.01% | 8,944 | $455K | Add +3.4% |
| OCSL Oaktree Specialty Lending Co. | 0.01% | 35,210 | $449K | Reduce -31.8% |
| BP BP PLC-Spons ADR | 0.01% | 12,787 | $444K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.01% | 6,205 | $443K | No change |
| UBSI United Bankshares Inc. | 0.01% | 11,355 | $440K | Reduce -0.2% |
| AMT American Tower Corp. | 0.01% | 2,477 | $439K | Reduce -59.0% |
| ECL Ecolab Inc. | 0.01% | 1,650 | $434K | Add +90.8% |
| UL Unilever PLC-Sponsored ADR | 0.01% | 6,638 | $434K | Add +30.2% |
| IYW iShares Ustechnology ETF | 0.01% | 2,166 | $433K | No change |
| XEL Xcel Energy Inc. | 0.01% | 5,786 | $431K | New |
| EW Edwards Lifesciences Corp. | 0.01% | 5,052 | $431K | Reduce -3.6% |
| GEME Pacific Nos Geme Activeetf-U | 0.01% | 13,366 | $430K | New |
| PLTR Palantir Technologies Inc. Class A | 0.01% | 2,415 | $429K | Add +6.3% |
| CVNA Carvana Co. | 0.01% | 1,003 | $423K | New |
| IBP Installed Building Products | 0.01% | 1,621 | $420K | Reduce -92.2% |
| AFL Aflac Inc. | 0.01% | 3,787 | $418K | Reduce -2.9% |
| AEP American Electric Power | 0.01% | 3,592 | $414K | Reduce -93.3% |
| MCK McKesson Corp. | 0.01% | 502 | $412K | Add +14.3% |
| RBRK Rubrik Inc. Class A | 0.01% | 5,373 | $411K | New |
| NVT Nvent Electric PLC | 0.01% | 4,007 | $409K | Reduce -0.5% |
| NKE Nike Inc. Class B | 0.01% | 6,243 | $400K | Reduce -82.8% |
| VXUS Vanguard Total Intl Stock | 0.01% | 5,295 | $399K | Add +2.2% |
| DD Dupont DE Nemours Inc. | 0.01% | 9,897 | $398K | Add +17.0% |
| DFUV Dimensional US Marketwide Va | 0.01% | 8,530 | $397K | No change |
| SAP Sap SE-Sponsored ADR | 0.01% | 1,632 | $396K | Add +21.3% |
| WELL Welltower Inc. | 0.01% | 2,135 | $396K | New |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 0.01% | 5,665 | $393K | No change |
| BND Vanguard Total Bond Market | 0.01% | 5,295 | $392K | New |
| SMA Smartstop Self Storage REIT | 0.01% | 12,500 | $388K | New |
| ARES Ares Management Corp. Class A | 0.01% | 2,398 | $388K | Reduce -0.8% |
| GLDM SPDR Gold Minishares Trust | 0.01% | 4,518 | $386K | No change |
| ISRG Intuitive Surgical Inc. | 0.01% | 667 | $378K | New |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.01% | 4,798 | $377K | Add +17.9% |
| YUM Yum! Brands Inc. | 0.01% | 2,472 | $374K | Reduce -0.4% |
| TGT Target Corp. | 0.01% | 3,807 | $372K | Add +5.5% |
| FICO Fair Isaac Corp. | 0.01% | 219 | $370K | Reduce -7.2% |
| SHLD Global X Defense Tech ETF | 0.01% | 5,682 | $369K | Add +98.0% |
| CBOE Cboe Global Markets Inc. | 0.01% | 1,458 | $366K | Add +1.1% |
| NERD Roundhill Video Games ETF | 0.01% | 14,800 | $358K | No change |
| ITEQ Amplify Bluestar Israel Tech | 0.01% | 6,063 | $352K | No change |
| REGN Regeneron Pharmaceuticals | 0.01% | 450 | $347K | Reduce -3.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.01% | 762 | $345K | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.01% | 3,229 | $345K | Add +0.1% |
| UNM Unum Group | 0.01% | 4,433 | $343K | Reduce -10.8% |
| VLUE iShares MSCI USA Value Facto | 0.01% | 2,508 | $343K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.01% | 2,869 | $333K | Add +1.4% |
| SYK Stryker Corp. | 0.01% | 927 | $327K | Reduce -2.5% |
| RGA Reinsurance Group of America | 0.01% | 1,596 | $325K | Reduce -7.1% |
| NDAQ Nasdaq Inc. | 0.01% | 3,310 | $322K | New |
| CBRE CBRE Group Inc. Class A | 0.01% | 1,998 | $321K | Reduce -0.7% |
| DFUS Dimensional US Eq MKT ETF | 0.01% | 4,294 | $318K | No change |
| AMD Advanced Micro Devices | 0.01% | 1,466 | $314K | Reduce -6.7% |
| BA The Boeing Co. | 0.01% | 1,444 | $314K | Reduce -15.4% |
| SEE Sealed Air Corp. | 0.01% | 7,534 | $312K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.01% | 3,216 | $310K | No change |
| OKE Oneok Inc. | 0.01% | 4,196 | $308K | Add +42.2% |
| TOST Toast Inc. Class A | 0.01% | 8,527 | $303K | Add +42.9% |
| REMX Vaneck Rar Earth ND STG-Usdi | 0.01% | 4,100 | $302K | No change |
| FND Floor & Decor Holdings Inc. Class A | 0.01% | 4,966 | $302K | Reduce -92.0% |
| GNTA Genenta Science SPA - ADR | 0.01% | 200,288 | $298K | No change |
| GNTX Gentex Corp. | 0.01% | 12,817 | $298K | Add +0.1% |
| SONY Sony Group Corp. - SP ADR | 0.01% | 11,630 | $298K | Add +34.0% |
| TNL Travel + Leisure Co. | 0.01% | 4,220 | $298K | Add +0.7% |
| DUK Duke Energy Corp. | 0.01% | 2,535 | $297K | Reduce -2.5% |
| MRVL Marvell Technology Inc. | 0.01% | 3,487 | $296K | Reduce -5.0% |
| HIG Hartford Insurance Group Inc. | 0.01% | 2,143 | $296K | New |
| ABG Asbury Automotive Group | 0.01% | 1,266 | $294K | Reduce -92.1% |
| HLI Houlihan Lokey Inc. | 0.01% | 1,677 | $292K | New |
| TM Toyota Motor Corp. -Spon ADR | 0.01% | 1,354 | $290K | No change |
| FDX FedEx Corp. | 0.01% | 998 | $289K | Reduce -6.5% |
| ATRC Atricure Inc. | 0.01% | 7,283 | $288K | Reduce -0.5% |
| QRVO Qorvo Inc. | 0.01% | 3,346 | $283K | Reduce -0.7% |
| SOLV Solventum Corp. | 0.01% | 3,568 | $283K | Add +0.3% |
| BBEU JPMorgan Betabuilders Europe | 0.01% | 3,812 | $279K | No change |
| Q Qnity Electronics Inc. | 0.01% | 3,389 | $277K | Reduce -19.9% |
| JEPI JPMorgan Equity Premium Inco | 0.01% | 4,728 | $273K | No change |
| TIP iShares Tips Bond ETF | 0.01% | 2,478 | $272K | Add +0.1% |
| SFIX Stitch Fix Inc. Class A | 0.01% | 51,805 | $272K | Add +0.2% |
| JCI Johnson Controls Internation | 0.01% | 2,257 | $271K | Reduce -1.4% |
| GIS General Mills Inc. | 0.01% | 5,806 | $270K | Add +9.2% |
| CHTR Charter Communications Inc. Class A | 0.01% | 1,286 | $268K | Reduce -5.9% |
| CVS CVS Health Corp. | 0.01% | 3,369 | $267K | Reduce -95.9% |
| PRU Prudential Financial Inc. | 0.01% | 2,363 | $267K | Reduce -0.3% |
| LPX Louisiana-Pacific Corp. | 0.01% | 3,296 | $266K | Reduce -0.9% |
| VYM Vanguard High DVD Yield ETF | 0.01% | 1,836 | $264K | New |
| LHX L3HARRIS Technologies Inc. | 0.01% | 885 | $260K | Reduce -1.8% |
| PEG Public Service Enterprise GP | 0.01% | 3,220 | $259K | Reduce -0.6% |
| FSLR First Solar Inc. | 0.01% | 989 | $258K | New |
| ATO Atmos Energy Corp. | 0.01% | 1,532 | $257K | Reduce -1.0% |
| CPT Camden Property Trust | 0.01% | 2,304 | $256K | Add +9.0% |
| LRCX Lam Research Corp. | 0.01% | 1,488 | $255K | Reduce -84.9% |
| DOW Dow Inc. | 0.01% | 10,868 | $254K | Reduce -60.7% |
| ITA iShares U.S. Aerospace & Def | 0.01% | 1,182 | $254K | Add +14.4% |
| FBTC Fidelity Wise Origin Bitcoin | 0.01% | 3,311 | $252K | Reduce -1.5% |
| ALL Allstate Corp. | 0.01% | 1,192 | $249K | Reduce -3.3% |
| OPTU Optimum Communications Inc. Class A | 0.01% | 150,000 | $248K | No change |
| RELX Relx PLC - Spon ADR | 0.01% | 6,035 | $244K | New |
| PNR Pentair PLC | 0.01% | 2,335 | $243K | New |
| XLF SS Financial Select Sector | 0.01% | 4,401 | $241K | New |
| BHP BHP Group Ltd.-Spon ADR | 0.01% | 3,976 | $240K | Add +5.3% |
| MSI Motorola Solutions Inc. | 0.01% | 624 | $240K | New |
| LII Lennox International Inc. | 0.01% | 492 | $240K | Reduce -3.1% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.01% | 602 | $239K | Add +4.5% |
| INTU Intuit Inc. | 0.01% | 361 | $239K | Reduce -7.4% |
| EA Electronic Arts Inc. | 0.01% | 1,159 | $237K | Reduce -3.0% |
| PPG PPG Industries Inc. | 0.01% | 2,292 | $235K | Reduce -1.1% |
| MPWR Monolithic Power Systems Inc. | 0.00% | 252 | $229K | Reduce -1.6% |
| FANG Diamondback Energy Inc. | 0.00% | 1,503 | $226K | Reduce -9.6% |
| SUSA iShares ESG Optimized MSCI U | 0.00% | 1,588 | $221K | No change |
| PLAY Dave & Buster's Entertainmen | 0.00% | 13,585 | $220K | No change |
| VGSH Vanguard Short-Term Treasury | 0.00% | 3,692 | $217K | No change |
| REFI Chicago Atlantic Real Estate | 0.00% | 16,733 | $213K | Add +3.8% |
| PPI Astoria Real Assets ETF | 0.00% | 11,391 | $212K | No change |
| AVY Avery Dennison Corp. | 0.00% | 1,159 | $211K | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.00% | 449 | $210K | New |
| UDR Udr Inc. | 0.00% | 5,685 | $209K | Reduce -0.7% |
| GM General Motors Co. | 0.00% | 2,540 | $207K | New |
| UBS UBS Group AG-Reg | 0.00% | 4,437 | $205K | New |
| W Wayfair Inc. Class A | 0.00% | 2,045 | $205K | New |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.00% | 8,795 | $205K | New |
| CRH CRH PLC | 0.00% | 1,636 | $204K | New |
| AWI Armstrong World Industries | 0.00% | 1,067 | $204K | Reduce -92.0% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.00% | 11,488 | $182K | New |
| NWG Natwest Group PLC -Spon ADR | 0.00% | 10,186 | $178K | New |
| MFG Mizuho Financial Group-ADR | 0.00% | 23,718 | $174K | Add +42.9% |
| ACHR Archer Aviation Inc. Class A | 0.00% | 22,657 | $170K | Add +111.5% |
| RLMD Relmada Therapeutics Inc. | 0.00% | 31,975 | $154K | No change |
| VIV Telefonica Brasil-ADR | 0.00% | 10,986 | $130K | New |
| SSII SS Innovations International | 0.00% | 20,555 | $117K | No change |
| EVF Eaton Vance Senior Income TR | 0.00% | 18,549 | $98K | No change |
| NMR Nomura Holdings Inc.-Spon ADR | 0.00% | 10,951 | $92K | New |
| LYG Lloyds Banking Group PLC-ADR | 0.00% | 15,794 | $84K | Add +7.5% |
| OPEN Opendoor Technologies Inc. | 0.00% | 11,482 | $67K | New |
| NRDY Nerdy Inc. | 0.00% | 12,058 | $13K | Add +0.5% |