| VOO Vanguard S&P 500 ETF | 14.71% | 358,751 | $193.3M | Add +1.6% |
| DGRO iShares Core Dividend Growth | 6.58% | 1,409,258 | $86.4M | Reduce -1.5% |
| BIV Vanguard Intermediate-Term B | 5.27% | 926,492 | $69.2M | Reduce -7.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 4.40% | 218,969 | $57.8M | Reduce -6.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 4.35% | 237,612 | $57.1M | Reduce -6.8% |
| SCHX Schwab US Large-Cap ETF | 4.26% | 2,414,240 | $56.0M | Reduce -14.0% |
| JGRO JPMorgan Active Growth ETF | 3.80% | 615,404 | $49.9M | Reduce -10.7% |
| IJH iShares Core S&P Midcap ETF | 3.55% | 747,614 | $46.6M | Reduce -25.8% |
| VEA Vanguard Ftse Developed ETF | 2.65% | 727,264 | $34.8M | Reduce -0.5% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 2.43% | 92,909 | $31.9M | Reduce -1.1% |
| VCRB Vanguard Core Bond ETF | 2.25% | 390,716 | $29.6M | New |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 1.91% | 446,058 | $25.1M | Reduce -6.3% |
| JPST JPMorgan Ultra-Short Income | 1.89% | 492,775 | $24.8M | Add +1.6% |
| QQQ Invesco QQQ Trust Series 1 | 1.76% | 45,198 | $23.1M | Add +1669.0% |
| AAPL Apple Inc. | 1.43% | 74,857 | $18.7M | Reduce -3.1% |
| MSFT Microsoft Corp. | 1.35% | 41,921 | $17.7M | Add +0.7% |
| VWO Vanguard Ftse Emerging Marke | 1.34% | 398,929 | $17.6M | Reduce -1.3% |
| JBND JPMorgan Active Bond ETF | 1.19% | 300,079 | $15.7M | New |
| VIGI Vanguard Int Div App Indx FD | 0.94% | 154,971 | $12.4M | Add +2.8% |
| IWF iShares Russell 1000 Growth | 0.73% | 23,778 | $9.5M | New |
| JPM JPMorgan Chase & Co. | 0.67% | 36,603 | $8.8M | Reduce -0.1% |
| VCIT Vanguard Int-Term Corporate | 0.66% | 107,245 | $8.6M | Add +2.3% |
| USHY iShares Broad Usd High Yield | 0.63% | 224,348 | $8.3M | Reduce -8.9% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.63% | 247,243 | $8.2M | Add +3.7% |
| NVDA Nvidia Corp. | 0.60% | 58,384 | $7.8M | Add +0.2% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.56% | 312,165 | $7.4M | Reduce -26.8% |
| AOM iShares Core 40/60 Moderate | 0.55% | 165,906 | $7.2M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.55% | 12,256 | $7.2M | Add +202.3% |
| CGMS Cap Group US Multi-Sect Bond | 0.53% | 253,413 | $6.9M | New |
| AMZN Amazon.com Inc. | 0.52% | 31,169 | $6.8M | Reduce -10.2% |
| VGIT Vanguard Intermediate-Term T | 0.52% | 117,812 | $6.8M | New |
| COST Costco Wholesale Corp. | 0.51% | 7,352 | $6.7M | Reduce -5.8% |
| VGSH Vanguard Short-Term Treasury | 0.51% | 115,635 | $6.7M | Add +23.7% |
| UNH Unitedhealth Group Inc. | 0.51% | 13,294 | $6.7M | Reduce -5.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.51% | 34,038 | $6.7M | Reduce -6.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.51% | 55,615 | $6.7M | Reduce -3.6% |
| MA Mastercard Inc. Class A | 0.49% | 12,285 | $6.5M | Add +10.1% |
| V Visa Inc. Class A | 0.49% | 20,198 | $6.4M | Reduce -8.8% |
| ACN Accenture PLC Class A | 0.48% | 17,788 | $6.3M | Reduce -9.5% |
| HON Honeywell International Inc. | 0.45% | 26,068 | $5.9M | Reduce -1.3% |
| IVV iShares Core S&P 500 ETF | 0.44% | 9,830 | $5.8M | Add +297.5% |
| CTAS Cintas Corp. | 0.42% | 30,311 | $5.5M | Reduce -3.1% |
| GOOGL Alphabet Inc. Class A | 0.41% | 28,332 | $5.4M | Add +16.0% |
| GLDM SPDR Gold Minishares Trust | 0.39% | 95,120 | $5.1M | Add +1421.2% |
| JEPI JPMorgan Equity Premium Inco | 0.38% | 87,298 | $5.0M | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.38% | 63,382 | $4.9M | Reduce -3.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.37% | 16,631 | $4.8M | Add +73.0% |
| PEP Pepsico Inc. | 0.36% | 31,117 | $4.7M | Add +6.6% |
| JNJ Johnson & Johnson | 0.36% | 32,514 | $4.7M | Add +5.7% |
| MRSH Marsh & McLennan Cos | 0.35% | 21,906 | $4.7M | Reduce -1.3% |
| SYK Stryker Corp. | 0.35% | 12,820 | $4.6M | Add +2.5% |
| SDY SS SPDR S&P Dividend ETF | 0.35% | 34,468 | $4.6M | Reduce -4.4% |
| TXN Texas Instruments Inc. | 0.33% | 23,419 | $4.4M | Reduce -1.7% |
| PG The Procter & Gamble Co. | 0.33% | 25,728 | $4.3M | Reduce -0.8% |
| HD Home Depot Inc. | 0.32% | 10,728 | $4.2M | Reduce -8.1% |
| KLAC KLA Corp. | 0.31% | 6,508 | $4.1M | Reduce -5.5% |
| META Meta Platforms Inc. Class A | 0.31% | 6,881 | $4.0M | Reduce -0.7% |
| DE Deere & Co. | 0.29% | 8,891 | $3.8M | Reduce -10.1% |
| EOG EOG Resources Inc. | 0.28% | 29,952 | $3.7M | Add +7.9% |
| APH Amphenol Corp. Class A | 0.28% | 52,410 | $3.6M | Add +3.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.28% | 41,364 | $3.6M | Reduce -5.5% |
| BLK BlackRock Inc. | 0.27% | 3,407 | $3.5M | Reduce -3.5% |
| CMI Cummins Inc. | 0.27% | 10,016 | $3.5M | Reduce -16.0% |
| ABT Abbott Laboratories | 0.26% | 30,661 | $3.5M | Add +0.6% |
| ABBV Abbvie Inc. | 0.26% | 19,111 | $3.4M | Add +185.6% |
| PAYX Paychex Inc. | 0.26% | 24,128 | $3.4M | Add +0.6% |
| NKE Nike Inc. Class B | 0.25% | 43,043 | $3.3M | Reduce -6.3% |
| NEE Nextera Energy Inc. | 0.24% | 44,868 | $3.2M | Add +1.3% |
| IMCG iShares Morningstar Mid-Cap | 0.24% | 42,014 | $3.2M | New |
| SCHW Schwab (charles) Corp. | 0.24% | 41,779 | $3.1M | Reduce -3.6% |
| CMCSA Comcast Corp. Class A | 0.22% | 78,331 | $2.9M | Reduce -2.0% |
| ZTS Zoetis Inc. | 0.21% | 16,877 | $2.7M | Add +9.3% |
| IWD iShares Russell 1000 Value E | 0.20% | 14,396 | $2.7M | Add +642.1% |
| DOV Dover Corp. | 0.20% | 13,885 | $2.6M | Reduce -1.4% |
| DHI D.R. Horton Inc. | 0.19% | 18,245 | $2.6M | Add +2.4% |
| SCHG Schwab US Large-Cap Growth | 0.19% | 90,873 | $2.5M | New |
| MCD McDonald's Corp. | 0.19% | 8,713 | $2.5M | Add +12.2% |
| BND Vanguard Total Bond Market | 0.19% | 34,970 | $2.5M | Add +19.3% |
| IWP iShares Russell Mid-Cap Grow | 0.19% | 19,646 | $2.5M | New |
| VGT Vanguard Info Tech ETF | 0.18% | 3,891 | $2.4M | New |
| BR Broadridge Financial Solutio | 0.18% | 10,569 | $2.4M | Add +1.8% |
| SHW The Sherwin-Williams Co. | 0.18% | 6,866 | $2.3M | Add +2.1% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.17% | 13,435 | $2.3M | Reduce -2.4% |
| IWY iShares Russell Top 200 Grow | 0.17% | 9,308 | $2.2M | New |
| HSY The Hershey Co. | 0.16% | 12,674 | $2.1M | Reduce -32.8% |
| VTIP Vanguard Short-Term Tips | 0.16% | 43,226 | $2.1M | Reduce -10.6% |
| ROP Roper Technologies Inc. | 0.16% | 3,928 | $2.0M | Reduce -0.2% |
| TMO Thermo Fisher Scientific Inc. | 0.15% | 3,852 | $2.0M | Reduce -28.9% |
| LLY Eli Lilly & Co. | 0.15% | 2,587 | $2.0M | Reduce -0.6% |
| CNQ Canadian Natural Resources | 0.15% | 63,275 | $2.0M | Reduce -10.4% |
| ANET Arista Networks Inc. | 0.14% | 17,038 | $1.9M | Reduce -2.8% |
| CB Chubb Ltd. | 0.14% | 6,776 | $1.9M | Reduce -11.6% |
| INTU Intuit Inc. | 0.14% | 2,911 | $1.8M | Add +60.5% |
| IAU iShares Gold Trust | 0.14% | 36,348 | $1.8M | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.13% | 10,340 | $1.8M | Add +60.2% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.13% | 13,155 | $1.6M | Add +41.0% |
| GOOG Alphabet Inc. Class C | 0.12% | 8,411 | $1.6M | Reduce -3.4% |
| LIN Linde PLC | 0.12% | 3,809 | $1.6M | Add +5.3% |
| IEMG iShares Core MSCI Emerging | 0.12% | 30,260 | $1.6M | Add +234.2% |
| IJR iShares Core S&P Small-Cap E | 0.11% | 12,285 | $1.4M | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.11% | 3,446 | $1.4M | Add +2.5% |
| QUAL iShares MSCI USA Quality Fac | 0.11% | 7,931 | $1.4M | Reduce -57.9% |
| IWS iShares Russell Mid-Cap Valu | 0.11% | 10,801 | $1.4M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 3,047 | $1.4M | Reduce -0.6% |
| GSLC Goldman Activebeta US LC ETF | 0.10% | 11,632 | $1.3M | Add +195.5% |
| DHR Danaher Corp. | 0.10% | 5,831 | $1.3M | Add +15.0% |
| SPGI S&P Global Inc. | 0.10% | 2,612 | $1.3M | Add +3.7% |
| ILCB iShares Morningstar U.S. Equ | 0.10% | 15,833 | $1.3M | Add +0.2% |
| AXP American Express Co. | 0.10% | 4,295 | $1.3M | Reduce -9.2% |
| DG Dollar General Corp. | 0.09% | 15,739 | $1.2M | Reduce -26.1% |
| IWO iShares Russell 2000 Growth | 0.09% | 4,127 | $1.2M | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.09% | 13,589 | $1.2M | Add +6.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.09% | 7,156 | $1.2M | Add +231.4% |
| KO The Coca-Cola Co. | 0.09% | 18,261 | $1.1M | Add +3.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.09% | 4,022 | $1.1M | Add +24.3% |
| VNQ Vanguard Real Estate ETF | 0.09% | 12,583 | $1.1M | New |
| LULU Lululemon Athletica Inc. | 0.08% | 2,900 | $1.1M | Add +0.2% |
| ITOT iShares Core S&P Total U.S. | 0.08% | 8,583 | $1.1M | New |
| IVW iShares S&P 500 Growth ETF | 0.08% | 10,766 | $1.1M | Add +182.9% |
| PGR Progressive Corp. | 0.08% | 4,559 | $1.1M | Add +5.9% |
| XLK SS Technology Select Sector | 0.08% | 4,506 | $1.0M | New |
| ADBE Adobe Inc. | 0.08% | 2,325 | $1.0M | Add +13.9% |
| RACE Ferrari NV | 0.08% | 2,425 | $1.0M | Reduce -5.0% |
| GLD SPDR Gold Shares | 0.08% | 4,246 | $1.0M | New |
| WMT Walmart Inc. | 0.08% | 11,085 | $1.0M | No change |
| XMMO Invesco S&P Midcap Momentum | 0.08% | 8,094 | $1000K | Add +3.3% |
| NOC Northrop Grumman Corp. | 0.07% | 2,084 | $978K | Add +35.9% |
| AVGO Broadcom Inc. | 0.07% | 4,180 | $969K | Reduce -1.4% |
| RPG Invesco S&P 500 Pure Growth | 0.07% | 22,221 | $917K | New |
| SCHV Schwab US Large-Cap Value | 0.07% | 34,290 | $894K | New |
| APP AppLovin Corp. Class A | 0.07% | 2,728 | $883K | Reduce -53.1% |
| BKNG Booking Holdings Inc. | 0.07% | 175 | $869K | New |
| NOW ServiceNow Inc. | 0.07% | 820 | $869K | Reduce -1.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.07% | 12,351 | $868K | Add +283.0% |
| URI United Rentals Inc. | 0.07% | 1,228 | $865K | Add +1.7% |
| TWLO Twilio Inc. Class A | 0.06% | 7,811 | $844K | Add +127.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.06% | 1,186 | $822K | Reduce -4.2% |
| CMG Chipotle Mexican Grill Inc. | 0.06% | 13,224 | $797K | Add +0.8% |
| TFC Truist Financial Corp. | 0.06% | 18,147 | $787K | Reduce -4.2% |
| CPAY Corpay Inc. | 0.06% | 2,277 | $771K | Reduce -1.0% |
| SCHD Schwab US DVD Equity ETF | 0.06% | 27,294 | $746K | New |
| SCHF Schwab Intl Equity ETF | 0.06% | 40,129 | $742K | New |
| LMT Lockheed Martin Corp. | 0.06% | 1,501 | $729K | Reduce -3.4% |
| OEF iShares S&P 100 ETF | 0.06% | 2,506 | $724K | New |
| FTAI Ftai Aviation Ltd. | 0.05% | 4,958 | $714K | Reduce -9.3% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.05% | 6,050 | $711K | Reduce -12.9% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.05% | 13,657 | $706K | New |
| BOND PIMCO Active Bond Exchange-T | 0.05% | 7,758 | $702K | New |
| SPSM SS SPDR P S&P 600 Small Cap | 0.05% | 15,418 | $693K | Add +32.8% |
| SPOT Spotify Technology SA | 0.05% | 1,508 | $675K | Reduce -2.8% |
| ESML iShares ESG Aware MSCI USA S | 0.05% | 15,963 | $671K | Add +4.5% |
| VHT Vanguard Health Care ETF | 0.05% | 2,613 | $663K | New |
| CPRT Copart Inc. | 0.05% | 11,536 | $662K | Add +1.2% |
| VRT Vertiv Holdings Co. Class A | 0.05% | 5,793 | $658K | Reduce -2.6% |
| RMD Resmed Inc. | 0.05% | 2,855 | $653K | Add +0.9% |
| IVE iShares S&P 500 Value ETF | 0.05% | 3,404 | $650K | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.05% | 3,181 | $630K | Add +179.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.05% | 1,503 | $605K | Add +2.7% |
| UNP Union Pacific Corp. | 0.05% | 2,639 | $602K | Reduce -2.0% |
| AGG iShares Core U.S. Aggregate | 0.04% | 6,041 | $585K | New |
| IDXX Idexx Laboratories Inc. | 0.04% | 1,390 | $575K | Reduce -7.3% |
| BBLU Ea Bridgeway Blue Chip ETF | 0.04% | 44,031 | $575K | Add +13.3% |
| SCHA Schwab US Small-Cap ETF | 0.04% | 22,087 | $571K | New |
| IWN iShares Russell 2000 Value E | 0.04% | 3,448 | $566K | New |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.04% | 1,307 | $556K | New |
| NTNX Nutanix Inc. Class A | 0.04% | 8,954 | $548K | Reduce -2.2% |
| IUSV iShares Core S&P U.S. Value | 0.04% | 5,647 | $523K | New |
| IQLT iShares MSCI International Q | 0.04% | 13,757 | $511K | New |
| OKTA Okta Inc. | 0.04% | 6,384 | $503K | Reduce -2.6% |
| REGN Regeneron Pharmaceuticals | 0.04% | 699 | $498K | Add +22.4% |
| VOOG Vanguard S&P 500 Growth ETF | 0.04% | 1,356 | $496K | Reduce -34.2% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.04% | 5,429 | $494K | New |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.04% | 4,677 | $493K | New |
| XPO Xpo Inc. | 0.04% | 3,739 | $490K | Reduce -1.9% |
| ICLR Icon PLC | 0.04% | 2,217 | $465K | Add +86.3% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.04% | 4,357 | $462K | New |
| SYBT Stock Yards Bancorp Inc. | 0.03% | 6,355 | $455K | No change |
| XOM Exxon Mobil Corp. | 0.03% | 4,170 | $449K | Reduce -1.6% |
| ACWI iShares MSCI Acwi ETF | 0.03% | 3,770 | $443K | New |
| TIP iShares Tips Bond ETF | 0.03% | 4,127 | $440K | Add +21.0% |
| BECN Beacon Roofing Supply Inc. | 0.03% | 4,272 | $434K | Add +0.7% |
| HAS Hasbro Inc. | 0.03% | 7,610 | $425K | Reduce -13.2% |
| VIG Vanguard Dividend Apprec ETF | 0.03% | 2,147 | $420K | New |
| QCOM Qualcomm Inc. | 0.03% | 2,720 | $418K | Add +57.2% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.03% | 16,660 | $417K | No change |
| SRLN SS Blackstone Sr Loan ETF | 0.03% | 9,917 | $414K | New |
| TSLA Tesla Inc. | 0.03% | 1,016 | $410K | Reduce -1.9% |
| MTZ Mastec Inc. | 0.03% | 3,010 | $410K | Reduce -17.4% |
| DOCS Doximity Inc. Class A | 0.03% | 7,540 | $403K | Add +33.2% |
| CSCO Cisco Systems Inc. | 0.03% | 6,764 | $400K | Add +19.0% |
| ATI Ati Inc. | 0.03% | 7,253 | $399K | Reduce -11.0% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.03% | 5,243 | $399K | New |
| TOTL SS Doubleline TR Tact ETF | 0.03% | 9,920 | $391K | New |
| CVX Chevron Corp. | 0.03% | 2,680 | $388K | Reduce -8.7% |
| GWRE Guidewire Software Inc. | 0.03% | 2,291 | $386K | Reduce -20.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.03% | 8,694 | $382K | Reduce -8.8% |
| BWA Borgwarner Inc. | 0.03% | 11,897 | $378K | Add +11.7% |
| AFL Aflac Inc. | 0.03% | 3,644 | $377K | Reduce -2.1% |
| BLDR Builders Firstsource Inc. | 0.03% | 2,629 | $376K | Reduce -27.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.03% | 1,392 | $375K | No change |
| VPU Vanguard Utilities ETF | 0.03% | 2,268 | $371K | New |
| PWR Quanta Services Inc. | 0.03% | 1,171 | $370K | Reduce -15.4% |
| NTRA Natera Inc. | 0.03% | 2,299 | $364K | Reduce -23.4% |
| FTNT Fortinet Inc. | 0.03% | 3,828 | $362K | Add +20.5% |
| ICF iShares Select U.S. REIT ETF | 0.03% | 5,992 | $361K | New |
| WM Waste Management Inc. | 0.03% | 1,779 | $359K | New |
| ADP Automatic Data Processing | 0.03% | 1,208 | $354K | Reduce -5.5% |
| MTDR Matador Resources Co. | 0.03% | 6,280 | $353K | Add +11.6% |
| BSV Vanguard Short-Term Bond ETF | 0.03% | 4,487 | $347K | New |
| CRS Carpenter Technology | 0.03% | 2,032 | $345K | Reduce -9.0% |
| VAW Vanguard Materials ETF | 0.03% | 1,806 | $339K | New |
| PH Parker Hannifin Corp. | 0.03% | 531 | $338K | No change |
| SE Sea Ltd.-ADR | 0.03% | 3,134 | $333K | Add +0.5% |
| EXP Eagle Materials Inc. | 0.03% | 1,345 | $332K | Reduce -5.8% |
| VDE Vanguard Energy ETF | 0.03% | 2,732 | $331K | New |
| SNOW Snowflake Inc. | 0.03% | 2,140 | $330K | New |
| TLH iShares 10-20 Year Treasury | 0.03% | 3,299 | $328K | New |
| WTFC Wintrust Financial Corp. | 0.02% | 2,626 | $327K | Reduce -2.9% |
| SAP Sap SE-Sponsored ADR | 0.02% | 1,323 | $326K | New |
| AMP Ameriprise Financial Inc. | 0.02% | 610 | $325K | Reduce -3.2% |
| MRC MRC Global Inc. | 0.02% | 25,141 | $321K | Reduce -4.0% |
| AVTR Avantor Inc. | 0.02% | 15,198 | $320K | Add +4.5% |
| DBX Dropbox Inc. Class A | 0.02% | 10,650 | $320K | No change |
| JBL Jabil Inc. | 0.02% | 2,207 | $318K | Reduce -4.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.02% | 9,153 | $312K | Reduce -27.5% |
| LOW Lowe's Cos Inc. | 0.02% | 1,257 | $310K | Reduce -7.8% |
| STE Steris PLC | 0.02% | 1,508 | $310K | Reduce -3.5% |
| EEM iShares MSCI Emerging Market | 0.02% | 7,370 | $308K | New |
| AMAT Applied Materials Inc. | 0.02% | 1,885 | $307K | No change |
| GS Goldman Sachs Group Inc. | 0.02% | 528 | $302K | Reduce -6.5% |
| GVA Granite Construction Inc. | 0.02% | 3,415 | $300K | Reduce -4.0% |
| SLV iShares Silver Trust | 0.02% | 11,300 | $298K | New |
| MKL Markel Group Inc. | 0.02% | 172 | $297K | Add +1.8% |
| CLX Clorox Company | 0.02% | 1,807 | $293K | New |
| MINT PIMCO Enhanced Short Maturit | 0.02% | 2,901 | $291K | New |
| CAT Caterpillar Inc. | 0.02% | 784 | $284K | Reduce -7.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.02% | 1,120 | $284K | New |
| FICO Fair Isaac Corp. | 0.02% | 141 | $281K | Add +35.6% |
| PGX Invesco Preferred ETF | 0.02% | 24,193 | $279K | New |
| IUSG iShares Core S&P U.S. Growth | 0.02% | 1,975 | $275K | New |
| ALK Alaska Air Group Inc. | 0.02% | 4,181 | $271K | New |
| SHY iShares 1-3 Year Treasury Bo | 0.02% | 3,298 | $270K | New |
| ACGL Arch Capital Group Ltd. | 0.02% | 2,926 | $270K | Add +0.0% |
| EFV iShares MSCI Eafe Value ETF | 0.02% | 5,143 | $270K | New |
| CG The Carlyle Group Inc. | 0.02% | 5,320 | $269K | Add +6.8% |
| RRX Regal Rexnord Corp. | 0.02% | 1,725 | $268K | Reduce -4.0% |
| AZN Astrazeneca PLC-Spons ADR | 0.02% | 4,059 | $266K | Reduce -1.1% |
| RCL Royal Caribbean Cruises Ltd. | 0.02% | 1,152 | $266K | No change |
| ALNY Alnylam Pharmaceuticals Inc. | 0.02% | 1,105 | $260K | Reduce -1.6% |
| PR Permian Resources Corp. Class A | 0.02% | 18,021 | $259K | Reduce -5.7% |
| INSP Inspire Medical Systems Inc. | 0.02% | 1,393 | $258K | Reduce -6.3% |
| SCHM Schwab US Mid Cap ETF | 0.02% | 9,307 | $258K | Reduce -5.0% |
| PLTR Palantir Technologies Inc. Class A | 0.02% | 3,405 | $258K | New |
| DVY iShares Select Dividend ETF | 0.02% | 1,960 | $257K | New |
| JPIN JPM Diversified Ret Intl Eq filed as J P MORGAN EXCHANGE TRADED F | 0.02% | 4,798 | $257K | New |
| FLEX Flex Ltd. | 0.02% | 6,689 | $257K | Reduce -4.0% |
| PLNT Planet Fitness Inc. Class A | 0.02% | 2,580 | $255K | Reduce -4.0% |
| MPWR Monolithic Power Systems Inc. | 0.02% | 431 | $255K | Reduce -1.1% |
| EPAM Epam Systems Inc. | 0.02% | 1,090 | $255K | Reduce -25.8% |
| TPR Tapestry Inc. | 0.02% | 3,872 | $253K | New |
| CP Canadian Pacific Kansas City | 0.02% | 3,487 | $252K | Reduce -23.0% |
| MS Morgan Stanley | 0.02% | 2,006 | $252K | Reduce -9.1% |
| TT Trane Technologies PLC | 0.02% | 680 | $251K | No change |
| FBP First Bancorp Puerto Rico | 0.02% | 13,505 | $251K | Reduce -4.8% |
| IBTF iShares Ibonds Dec 2025 Term | 0.02% | 10,757 | $251K | No change |
| CZR Caesars Entertainment Inc. | 0.02% | 7,505 | $251K | Add +8.7% |
| XLF SS Financial Select Sector | 0.02% | 5,144 | $249K | New |
| COR Cencora Inc. | 0.02% | 1,069 | $240K | Reduce -20.2% |
| PNC PNC Financial Services Group | 0.02% | 1,242 | $240K | Reduce -5.9% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.02% | 2,232 | $238K | New |
| KMB Kimberly-Clark Corp. | 0.02% | 1,811 | $237K | Reduce -52.0% |
| MOD Modine Manufacturing Co. | 0.02% | 2,044 | $237K | Add +1.4% |
| BDX Becton Dickinson and Co. | 0.02% | 1,043 | $237K | No change |
| MAT Mattel Inc. | 0.02% | 13,332 | $236K | Reduce -1.7% |
| CAH Cardinal Health Inc. | 0.02% | 1,995 | $236K | New |
| IRT Independence Realty Trust Inc. | 0.02% | 11,839 | $235K | Reduce -0.6% |
| FBND Fidelity Total Bond ETF | 0.02% | 5,233 | $235K | New |
| DBP Invesco DB Precious Metals F | 0.02% | 3,854 | $234K | New |
| AON Aon PLC Class A | 0.02% | 642 | $231K | Reduce -29.9% |
| POOL Pool Corp. | 0.02% | 674 | $230K | No change |
| IWM iShares Russell 2000 ETF | 0.02% | 1,032 | $228K | New |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.02% | 8,437 | $225K | New |
| EFA iShares MSCI Eafe ETF | 0.02% | 2,948 | $223K | New |
| EFX Equifax Inc. | 0.02% | 874 | $223K | Reduce -5.5% |
| EQH Equitable Holdings Inc. | 0.02% | 4,716 | $222K | New |
| LSCC Lattice Semiconductor Corp. | 0.02% | 3,917 | $222K | New |
| TREX Trex Company Inc. | 0.02% | 3,206 | $221K | Reduce -4.8% |
| GILD Gilead Sciences Inc. | 0.02% | 2,369 | $219K | Reduce -91.3% |
| ORCL Oracle Corp. | 0.02% | 1,310 | $218K | No change |
| WFC Wells Fargo & Co. | 0.02% | 3,103 | $218K | New |
| BX Blackstone Inc. | 0.02% | 1,261 | $217K | New |
| TRU Transunion | 0.02% | 2,343 | $217K | Add +1.3% |
| HUBS HubSpot Inc. | 0.02% | 310 | $216K | New |
| FFIV F5 Inc. | 0.02% | 850 | $214K | New |
| RBLX Roblox Corp. Class A | 0.02% | 3,646 | $211K | New |
| PODD Insulet Corp. | 0.02% | 805 | $210K | New |
| APO Apollo Global Management Inc. | 0.02% | 1,253 | $207K | Reduce -42.1% |
| NFLX Netflix Inc. | 0.02% | 231 | $206K | Reduce -49.3% |
| ELV Elevance Health Inc. | 0.02% | 558 | $206K | Reduce -24.9% |
| BBWI Bath & Body Works Inc. | 0.02% | 5,292 | $205K | New |
| AMD Advanced Micro Devices | 0.02% | 1,694 | $205K | No change |
| CHRW C.H. Robinson Worldwide Inc. | 0.02% | 1,950 | $201K | New |
| DASH DoorDash Inc. Class A | 0.02% | 1,198 | $201K | New |
| COO The Cooper Cos Inc. | 0.02% | 2,181 | $200K | Reduce -4.0% |
| LYFT LYFT Inc. Class A | 0.01% | 11,900 | $154K | New |
| PATH Uipath Inc. Class A | 0.01% | 11,880 | $151K | New |
| ADT Adt Inc. | 0.01% | 21,797 | $151K | New |
| INDI Indie Semiconductor Inc. Class A | 0.01% | 34,845 | $141K | Add +20.3% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.01% | 13,610 | $141K | Reduce -19.6% |
| IAS Integral Ad Science Holding | 0.01% | 11,559 | $121K | Reduce -4.0% |
| PL Planet Labs PBC | 0.01% | 17,925 | $72K | Reduce -4.0% |
| SHLS Shoals Technologies Group -A | 0.01% | 13,093 | $72K | New |
| WOLF Wolfspeed Inc. | 0.01% | 10,236 | $68K | New |