| VOO Vanguard S&P 500 ETF | 17.30% | 323,290 | $183.6M | Add +55163.3% |
| BIV Vanguard Intermediate-Term B | 7.73% | 1,061,008 | $82.1M | New |
| DGRO iShares Core Dividend Growth | 5.53% | 917,657 | $58.7M | Add +44.5% |
| IJH iShares Core S&P Midcap ETF | 4.57% | 782,741 | $48.5M | Add +2.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 4.26% | 190,635 | $45.2M | Add +51.9% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 3.91% | 113,291 | $41.5M | New |
| JGRO JPMorgan Active Growth ETF | 3.69% | 455,183 | $39.2M | Add +6.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.14% | 119,255 | $33.4M | New |
| VEA Vanguard Ftse Developed ETF | 2.55% | 474,220 | $27.0M | Add +1029.9% |
| JPST JPMorgan Ultra-Short Income | 2.47% | 517,357 | $26.2M | Add +697.5% |
| QQQ Invesco QQQ Trust Series 1 | 2.23% | 42,947 | $23.7M | Add +7093.8% |
| MSFT Microsoft Corp. | 1.79% | 38,118 | $19.0M | Add +8.0% |
| AAPL Apple Inc. | 1.38% | 71,199 | $14.6M | Add +19.7% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 1.11% | 479,917 | $11.8M | New |
| JPM JPMorgan Chase & Co. | 1.02% | 37,250 | $10.8M | Add +2.5% |
| VWO Vanguard Ftse Emerging Marke | 0.98% | 211,265 | $10.4M | New |
| NVDA Nvidia Corp. | 0.87% | 58,268 | $9.2M | Add +28.0% |
| IWF iShares Russell 1000 Growth | 0.81% | 20,248 | $8.6M | Add +8.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.73% | 12,568 | $7.8M | Add +270.1% |
| IMCG iShares Morningstar Mid-Cap | 0.70% | 93,044 | $7.5M | New |
| CTAS Cintas Corp. | 0.65% | 30,748 | $6.9M | Add +2.9% |
| AMZN Amazon.com Inc. | 0.64% | 31,105 | $6.8M | Add +26.7% |
| COST Costco Wholesale Corp. | 0.63% | 6,756 | $6.7M | Add +6.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.61% | 28,404 | $6.4M | Reduce -12.7% |
| IVV iShares Core S&P 500 ETF | 0.60% | 10,203 | $6.3M | Add +1491.7% |
| V Visa Inc. Class A | 0.58% | 17,437 | $6.2M | Add +4.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.56% | 48,460 | $6.0M | Add +10.3% |
| VIGI Vanguard Int Div App Indx FD | 0.54% | 63,904 | $5.8M | New |
| MA Mastercard Inc. Class A | 0.54% | 10,170 | $5.7M | Add +3.1% |
| APH Amphenol Corp. Class A | 0.50% | 53,364 | $5.3M | Add +2.4% |
| KLAC KLA Corp. | 0.49% | 5,810 | $5.2M | Reduce -9.1% |
| JNJ Johnson & Johnson | 0.47% | 32,823 | $5.0M | Add +6.0% |
| USHY iShares Broad Usd High Yield | 0.46% | 131,310 | $4.9M | New |
| LLY Eli Lilly & Co. | 0.45% | 6,122 | $4.8M | Add +147.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.45% | 15,646 | $4.8M | Add +84.8% |
| META Meta Platforms Inc. Class A | 0.44% | 6,368 | $4.7M | Add +26.8% |
| AOM iShares Core 40/60 Moderate | 0.43% | 98,085 | $4.5M | New |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.42% | 75,645 | $4.5M | New |
| DE Deere & Co. | 0.42% | 8,808 | $4.5M | Add +1.0% |
| ABBV Abbvie Inc. | 0.42% | 23,890 | $4.4M | Add +36.8% |
| GOOGL Alphabet Inc. Class A | 0.41% | 24,751 | $4.4M | Add +18.2% |
| ABT Abbott Laboratories | 0.40% | 31,162 | $4.2M | Add +1.3% |
| ACN Accenture PLC Class A | 0.39% | 13,821 | $4.1M | Reduce -1.8% |
| HD Home Depot Inc. | 0.39% | 11,161 | $4.1M | Reduce -0.6% |
| SCHW Schwab (charles) Corp. | 0.39% | 44,808 | $4.1M | Add +4.7% |
| SDY SS SPDR S&P Dividend ETF | 0.38% | 29,907 | $4.1M | Reduce -4.6% |
| HON Honeywell International Inc. | 0.38% | 17,321 | $4.0M | Reduce -0.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.38% | 41,911 | $4.0M | New |
| IAU iShares Gold Trust | 0.37% | 63,176 | $3.9M | New |
| SYK Stryker Corp. | 0.37% | 9,836 | $3.9M | Add +2.0% |
| SCHG Schwab US Large-Cap Growth | 0.37% | 132,969 | $3.9M | New |
| EOG EOG Resources Inc. | 0.35% | 30,867 | $3.7M | Add +2.3% |
| PAYX Paychex Inc. | 0.34% | 24,564 | $3.6M | Add +7.3% |
| MRSH Marsh & McLennan Cos | 0.33% | 16,138 | $3.5M | Reduce -0.1% |
| PEP Pepsico Inc. | 0.32% | 26,104 | $3.4M | Add +3.7% |
| TXN Texas Instruments Inc. | 0.32% | 16,571 | $3.4M | Add +3.8% |
| JEPI JPMorgan Equity Premium Inco | 0.32% | 60,397 | $3.4M | Add +258.3% |
| CMI Cummins Inc. | 0.31% | 10,110 | $3.3M | Add +1.6% |
| NEE Nextera Energy Inc. | 0.30% | 46,527 | $3.2M | Add +6.0% |
| DG Dollar General Corp. | 0.28% | 26,368 | $3.0M | Reduce -1.3% |
| PH Parker Hannifin Corp. | 0.28% | 4,317 | $3.0M | Reduce -0.7% |
| PG The Procter & Gamble Co. | 0.28% | 18,460 | $2.9M | Reduce -1.1% |
| PRN Invesco Dorsey Wright Indus | 0.27% | 18,279 | $2.9M | New |
| BLK BlackRock Inc. | 0.27% | 2,691 | $2.8M | Add +1.0% |
| ZTS Zoetis Inc. | 0.26% | 17,499 | $2.7M | Add +2.7% |
| CNQ Canadian Natural Resources | 0.25% | 85,821 | $2.7M | Add +4.9% |
| AVGO Broadcom Inc. | 0.25% | 9,603 | $2.6M | Add +72.1% |
| IWD iShares Russell 1000 Value E | 0.25% | 13,588 | $2.6M | Reduce -51.6% |
| BR Broadridge Financial Solutio | 0.25% | 10,767 | $2.6M | Add +1.2% |
| IWP iShares Russell Mid-Cap Grow | 0.24% | 18,690 | $2.6M | Add +120.1% |
| DOV Dover Corp. | 0.24% | 14,074 | $2.6M | Add +0.7% |
| SHW The Sherwin-Williams Co. | 0.23% | 7,090 | $2.4M | Add +2.0% |
| CMCSA Comcast Corp. Class A | 0.22% | 66,269 | $2.4M | Reduce -0.8% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.22% | 42,492 | $2.3M | Add +260.8% |
| TMO Thermo Fisher Scientific Inc. | 0.22% | 5,663 | $2.3M | Add +1.7% |
| ROP Roper Technologies Inc. | 0.21% | 4,024 | $2.3M | Add +2.5% |
| DHI D.R. Horton Inc. | 0.21% | 17,127 | $2.2M | Reduce -0.6% |
| NKE Nike Inc. Class B | 0.20% | 30,216 | $2.1M | Add +1.3% |
| NFLX Netflix Inc. | 0.20% | 1,552 | $2.1M | New |
| SPGI S&P Global Inc. | 0.19% | 3,740 | $2.0M | Add +24.1% |
| IEMG iShares Core MSCI Emerging | 0.18% | 31,239 | $1.9M | Add +244.4% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.17% | 25,137 | $1.8M | New |
| ANET Arista Networks Inc. | 0.17% | 17,671 | $1.8M | Add +49.6% |
| VGT Vanguard Info Tech ETF | 0.16% | 2,624 | $1.7M | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.16% | 9,747 | $1.7M | New |
| QUAL iShares MSCI USA Quality Fac | 0.15% | 8,987 | $1.6M | Add +538.7% |
| TSCO Tractor Supply Company | 0.15% | 30,092 | $1.6M | Add +4.4% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.15% | 12,697 | $1.6M | Add +43.3% |
| IWS iShares Russell Mid-Cap Valu | 0.14% | 11,393 | $1.5M | Add +169.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 3,095 | $1.5M | Add +2.6% |
| ILCB iShares Morningstar U.S. Equ | 0.14% | 17,226 | $1.5M | New |
| SCHV Schwab US Large-Cap Value | 0.14% | 52,858 | $1.5M | New |
| MLPX Global X MLP & Energy Infras | 0.13% | 22,625 | $1.4M | New |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.13% | 9,765 | $1.4M | Add +1.1% |
| GOOG Alphabet Inc. Class C | 0.13% | 7,842 | $1.4M | Add +106.8% |
| GSLC Goldman Activebeta US LC ETF | 0.12% | 10,671 | $1.3M | New |
| GLD SPDR Gold Shares | 0.12% | 4,147 | $1.3M | Add +445.7% |
| IVW iShares S&P 500 Growth ETF | 0.12% | 11,366 | $1.3M | New |
| BND Vanguard Total Bond Market | 0.12% | 16,722 | $1.2M | Reduce -9.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.12% | 2,784 | $1.2M | New |
| PGR Progressive Corp. | 0.11% | 4,384 | $1.2M | Add +88.5% |
| ADBE Adobe Inc. | 0.11% | 3,019 | $1.2M | Add +7.8% |
| WMT Walmart Inc. | 0.11% | 11,594 | $1.1M | Reduce -5.5% |
| RACE Ferrari NV | 0.10% | 2,201 | $1.1M | Add +31.2% |
| RPG Invesco S&P 500 Pure Growth | 0.10% | 23,559 | $1.1M | New |
| XMMO Invesco S&P Midcap Momentum | 0.10% | 8,255 | $1.1M | New |
| XLK SS Technology Select Sector | 0.10% | 4,183 | $1.1M | New |
| ASML ASML Holding NV-NY Reg SHS | 0.10% | 1,315 | $1.1M | Add +11.8% |
| DBP Invesco DB Precious Metals F | 0.10% | 13,888 | $1.0M | New |
| NOW ServiceNow Inc. | 0.10% | 1,011 | $1.0M | Reduce -0.7% |
| URI United Rentals Inc. | 0.10% | 1,343 | $1.0M | Add +8.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.10% | 12,080 | $1.0M | Add +302.4% |
| RSPU Invesco S&P 500 Equal Weight | 0.09% | 14,124 | $1.0M | New |
| VGSH Vanguard Short-Term Treasury | 0.09% | 16,568 | $974K | New |
| VNQ Vanguard Real Estate ETF | 0.09% | 10,914 | $972K | New |
| IJR iShares Core S&P Small-Cap E | 0.09% | 8,796 | $961K | New |
| IWO iShares Russell 2000 Growth | 0.09% | 3,362 | $961K | New |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.09% | 3,450 | $955K | New |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.09% | 5,590 | $919K | New |
| IDXX Idexx Laboratories Inc. | 0.08% | 1,656 | $888K | Add +19.0% |
| BKNG Booking Holdings Inc. | 0.08% | 152 | $880K | New |
| INTU Intuit Inc. | 0.08% | 1,083 | $853K | Reduce -12.9% |
| TFC Truist Financial Corp. | 0.08% | 19,802 | $851K | Add +9.1% |
| TSLA Tesla Inc. | 0.08% | 2,674 | $849K | Add +57.9% |
| OEF iShares S&P 100 ETF | 0.08% | 2,773 | $844K | New |
| CMG Chipotle Mexican Grill Inc. | 0.08% | 14,853 | $834K | Add +4.8% |
| LULU Lululemon Athletica Inc. | 0.08% | 3,474 | $825K | Add +16.2% |
| FIBK First Interstate Bancsys-A | 0.08% | 28,570 | $823K | New |
| IVE iShares S&P 500 Value ETF | 0.08% | 4,126 | $806K | New |
| SPSM SS SPDR P S&P 600 Small Cap | 0.07% | 17,553 | $748K | New |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.07% | 13,559 | $715K | New |
| SCHA Schwab US Small-Cap ETF | 0.07% | 27,507 | $696K | New |
| CPRT Copart Inc. | 0.06% | 13,935 | $684K | Add +16.1% |
| AGG iShares Core U.S. Aggregate | 0.06% | 6,878 | $682K | New |
| VPU Vanguard Utilities ETF | 0.06% | 3,773 | $666K | New |
| TWLO Twilio Inc. Class A | 0.06% | 5,321 | $662K | New |
| MCD McDonald's Corp. | 0.06% | 2,201 | $643K | Reduce -5.7% |
| CPAY Corpay Inc. | 0.06% | 1,913 | $635K | Add +0.2% |
| CB Chubb Ltd. | 0.06% | 2,176 | $630K | Reduce -9.1% |
| BOND PIMCO Active Bond Exchange-T | 0.06% | 6,832 | $630K | New |
| FTAI Ftai Aviation Ltd. | 0.06% | 5,296 | $609K | New |
| BBLU Ea Bridgeway Blue Chip ETF | 0.06% | 43,794 | $602K | New |
| IWY iShares Russell Top 200 Grow | 0.06% | 2,418 | $596K | New |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.06% | 1,332 | $587K | New |
| ITOT iShares Core S&P Total U.S. | 0.06% | 4,340 | $586K | New |
| VRTX Vertex Pharmaceuticals Inc. | 0.06% | 1,311 | $584K | Add +0.7% |
| ESML iShares ESG Aware MSCI USA S | 0.05% | 14,020 | $579K | New |
| VCIT Vanguard Int-Term Corporate | 0.05% | 6,934 | $575K | New |
| VHT Vanguard Health Care ETF | 0.05% | 2,315 | $575K | New |
| ATI Ati Inc. | 0.05% | 6,631 | $573K | New |
| JAAA Janus Henderson Aaa Clo ETF | 0.05% | 11,081 | $562K | New |
| RBLX Roblox Corp. Class A | 0.05% | 5,294 | $557K | New |
| SYBT Stock Yards Bancorp Inc. | 0.05% | 6,880 | $543K | Add +8.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.05% | 7,721 | $533K | Add +43.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.05% | 2,648 | $516K | New |
| IQLT iShares MSCI International Q | 0.05% | 11,912 | $515K | New |
| EFV iShares MSCI Eafe Value ETF | 0.05% | 8,083 | $513K | New |
| ACWI iShares MSCI Acwi ETF | 0.05% | 3,913 | $503K | New |
| EME Emcor Group Inc. | 0.05% | 930 | $497K | New |
| TIP iShares Tips Bond ETF | 0.05% | 4,497 | $495K | New |
| XOM Exxon Mobil Corp. | 0.05% | 4,586 | $494K | Reduce -3.8% |
| SNOW Snowflake Inc. | 0.05% | 2,192 | $491K | New |
| OKTA Okta Inc. | 0.05% | 4,891 | $489K | New |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.05% | 10,457 | $483K | New |
| CRS Carpenter Technology | 0.04% | 1,717 | $475K | New |
| BUFG FT Vest Buffered Allocation | 0.04% | 18,562 | $474K | New |
| SCHF Schwab Intl Equity ETF | 0.04% | 21,261 | $470K | New |
| SCHD Schwab US DVD Equity ETF | 0.04% | 17,584 | $466K | New |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.04% | 4,417 | $464K | New |
| ONEQ Fidelity Nasdaq Comp Indx | 0.04% | 5,788 | $464K | New |
| IWN iShares Russell 2000 Value E | 0.04% | 2,926 | $462K | New |
| XPO Xpo Inc. | 0.04% | 3,598 | $454K | New |
| CSCO Cisco Systems Inc. | 0.04% | 6,280 | $436K | Add +14.6% |
| SRLN SS Blackstone Sr Loan ETF | 0.04% | 10,411 | $433K | New |
| IBDQ iShares Ibonds Dec 2025 Term | 0.04% | 17,191 | $433K | No change |
| NTNX Nutanix Inc. Class A | 0.04% | 5,574 | $426K | New |
| RMD Resmed Inc. | 0.04% | 1,635 | $422K | New |
| VIG Vanguard Dividend Apprec ETF | 0.04% | 2,026 | $415K | New |
| WM Waste Management Inc. | 0.04% | 1,779 | $407K | New |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.04% | 1,392 | $397K | No change |
| CVNA Carvana Co. | 0.04% | 1,170 | $394K | New |
| QCOM Qualcomm Inc. | 0.04% | 2,470 | $393K | New |
| APP AppLovin Corp. Class A | 0.04% | 1,109 | $388K | New |
| BSV Vanguard Short-Term Bond ETF | 0.04% | 4,923 | $387K | New |
| AFL Aflac Inc. | 0.04% | 3,652 | $385K | Add +13.3% |
| ICF iShares Select U.S. REIT ETF | 0.04% | 6,235 | $381K | New |
| ADP Automatic Data Processing | 0.04% | 1,227 | $378K | Reduce -8.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.04% | 7,939 | $376K | Add +64.0% |
| SE Sea Ltd.-ADR | 0.04% | 2,324 | $372K | New |
| GWRE Guidewire Software Inc. | 0.03% | 1,571 | $370K | New |
| CVX Chevron Corp. | 0.03% | 2,546 | $365K | Add +47.6% |
| SPOT Spotify Technology SA | 0.03% | 467 | $358K | New |
| VRT Vertiv Holdings Co. Class A | 0.03% | 2,724 | $350K | New |
| TOTL SS Doubleline TR Tact ETF | 0.03% | 8,617 | $346K | New |
| HLI Houlihan Lokey Inc. | 0.03% | 1,920 | $346K | New |
| GS Goldman Sachs Group Inc. | 0.03% | 488 | $345K | New |
| EEM iShares MSCI Emerging Market | 0.03% | 7,123 | $344K | New |
| IUSG iShares Core S&P U.S. Growth | 0.03% | 2,267 | $341K | New |
| IUSV iShares Core S&P U.S. Value | 0.03% | 3,598 | $341K | New |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.03% | 1,192 | $339K | New |
| MRC MRC Global Inc. | 0.03% | 24,558 | $337K | New |
| PM Philip Morris International | 0.03% | 1,844 | $336K | New |
| SHY iShares 1-3 Year Treasury Bo | 0.03% | 4,053 | $336K | New |
| MKL Markel Group Inc. | 0.03% | 167 | $334K | Add +34.7% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.03% | 3,295 | $334K | New |
| EXP Eagle Materials Inc. | 0.03% | 1,645 | $332K | New |
| JBL Jabil Inc. | 0.03% | 1,512 | $330K | New |
| AMAT Applied Materials Inc. | 0.03% | 1,795 | $329K | New |
| CADE Cadence Bank | 0.03% | 10,269 | $328K | New |
| AXP American Express Co. | 0.03% | 1,024 | $327K | New |
| ALGN Align Technology Inc. | 0.03% | 1,705 | $323K | New |
| VEEV Veeva Systems Inc. Class A | 0.03% | 1,109 | $319K | New |
| ORCL Oracle Corp. | 0.03% | 1,460 | $319K | New |
| CAT Caterpillar Inc. | 0.03% | 820 | $318K | New |
| BLDR Builders Firstsource Inc. | 0.03% | 2,708 | $316K | New |
| RCL Royal Caribbean Cruises Ltd. | 0.03% | 992 | $311K | New |
| XLF SS Financial Select Sector | 0.03% | 5,918 | $310K | New |
| IJK iShares S&P Mid-Cap 400 Grow | 0.03% | 3,390 | $308K | New |
| SLV iShares Silver Trust | 0.03% | 9,366 | $307K | New |
| IWM iShares Russell 2000 ETF | 0.03% | 1,415 | $305K | New |
| VTIP Vanguard Short-Term Tips | 0.03% | 6,060 | $305K | New |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.03% | 12,925 | $302K | New |
| SAP Sap SE-Sponsored ADR | 0.03% | 988 | $300K | New |
| COR Cencora Inc. | 0.03% | 989 | $297K | New |
| MINT PIMCO Enhanced Short Maturit | 0.03% | 2,932 | $295K | New |
| TT Trane Technologies PLC | 0.03% | 660 | $289K | New |
| CACI Caci International Inc. Class A | 0.03% | 603 | $287K | New |
| JVAL JPMorgan US Value Factor ETF | 0.03% | 6,488 | $287K | New |
| MTDR Matador Resources Co. | 0.03% | 6,010 | $287K | New |
| RRX Regal Rexnord Corp. | 0.03% | 1,966 | $285K | New |
| EFG iShares MSCI Eafe Growth ETF | 0.03% | 2,539 | $284K | New |
| MPWR Monolithic Power Systems Inc. | 0.03% | 382 | $279K | New |
| JPIN JPM Diversified Ret Intl Eq filed as J P MORGAN EXCHANGE TRADED F | 0.03% | 4,301 | $276K | New |
| FLEX Flex Ltd. | 0.03% | 5,480 | $274K | New |
| MS Morgan Stanley | 0.03% | 1,900 | $268K | New |
| KO The Coca-Cola Co. | 0.03% | 3,777 | $267K | Reduce -5.8% |
| IBTF iShares Ibonds Dec 2025 Term | 0.02% | 11,328 | $265K | No change |
| KEX Kirby Corp. | 0.02% | 2,330 | $264K | New |
| GVA Granite Construction Inc. | 0.02% | 2,818 | $264K | New |
| DVY iShares Select Dividend ETF | 0.02% | 1,983 | $263K | New |
| MCK McKesson Corp. | 0.02% | 353 | $259K | New |
| FTNT Fortinet Inc. | 0.02% | 2,434 | $257K | New |
| PR Permian Resources Corp. Class A | 0.02% | 18,839 | $257K | New |
| CAH Cardinal Health Inc. | 0.02% | 1,525 | $256K | New |
| GVI iShares Intermediate Governm | 0.02% | 2,379 | $254K | New |
| DASH DoorDash Inc. Class A | 0.02% | 1,028 | $253K | New |
| WTFC Wintrust Financial Corp. | 0.02% | 2,018 | $250K | New |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.02% | 2,257 | $247K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.02% | 1,962 | $243K | New |
| PODD Insulet Corp. | 0.02% | 759 | $238K | New |
| TLH iShares 10-20 Year Treasury | 0.02% | 2,340 | $238K | New |
| ICLR Icon PLC | 0.02% | 1,624 | $236K | New |
| CG The Carlyle Group Inc. | 0.02% | 4,564 | $235K | New |
| AMD Advanced Micro Devices | 0.02% | 1,643 | $233K | New |
| UBER Uber Technologies Inc. | 0.02% | 2,481 | $231K | New |
| WFC Wells Fargo & Co. | 0.02% | 2,862 | $229K | Reduce -2.5% |
| IWR iShares Russell Mid-Cap ETF | 0.02% | 2,483 | $228K | New |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.02% | 5,595 | $227K | Add +0.8% |
| PLTR Palantir Technologies Inc. Class A | 0.02% | 1,660 | $226K | New |
| NTRA Natera Inc. | 0.02% | 1,336 | $226K | New |
| PGX Invesco Preferred ETF | 0.02% | 20,238 | $225K | New |
| FBP First Bancorp Puerto Rico | 0.02% | 10,750 | $224K | New |
| GE General Electric filed as GE AEROSPACE | 0.02% | 866 | $223K | Reduce -24.2% |
| STE Steris PLC | 0.02% | 923 | $222K | New |
| PNC PNC Financial Services Group | 0.02% | 1,182 | $220K | New |
| VAW Vanguard Materials ETF | 0.02% | 1,130 | $220K | New |
| AON Aon PLC Class A | 0.02% | 614 | $219K | New |
| ELV Elevance Health Inc. | 0.02% | 558 | $217K | Reduce -11.0% |
| HXL Hexcel Corp. | 0.02% | 3,832 | $216K | New |
| EFX Equifax Inc. | 0.02% | 832 | $216K | New |
| EXEL Exelixis Inc. | 0.02% | 4,870 | $215K | New |
| CP Canadian Pacific Kansas City | 0.02% | 2,694 | $214K | New |
| SCHM Schwab US Mid Cap ETF | 0.02% | 7,594 | $213K | New |
| ROKU Roku Inc. | 0.02% | 2,420 | $213K | New |
| EPAM Epam Systems Inc. | 0.02% | 1,197 | $212K | New |
| LIN Linde PLC | 0.02% | 449 | $211K | New |
| SYM Symbotic Inc. | 0.02% | 5,401 | $210K | New |
| FIX Comfort Systems USA Inc. | 0.02% | 390 | $209K | New |
| EFA iShares MSCI Eafe ETF | 0.02% | 2,336 | $209K | Reduce -93.3% |
| PLNT Planet Fitness Inc. Class A | 0.02% | 1,911 | $208K | New |
| LNG Cheniere Energy Inc. | 0.02% | 849 | $207K | New |
| MMM 3M Co. | 0.02% | 1,358 | $207K | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.02% | 2,532 | $207K | New |
| ESTC Elastic NV | 0.02% | 2,430 | $205K | New |
| ACGL Arch Capital Group Ltd. | 0.02% | 2,244 | $204K | New |
| CPNG Coupang Inc. | 0.02% | 6,813 | $204K | New |
| STAG Stag Industrial Inc. | 0.02% | 5,592 | $203K | New |
| USTB Victoryshares Short-Term Bon | 0.02% | 3,989 | $203K | New |
| MTZ Mastec Inc. | 0.02% | 1,187 | $202K | New |
| LOW Lowe's Cos Inc. | 0.02% | 909 | $202K | New |
| LYFT LYFT Inc. Class A | 0.02% | 12,360 | $195K | New |
| IRT Independence Realty Trust Inc. | 0.02% | 10,440 | $185K | New |
| ADT Adt Inc. | 0.01% | 17,783 | $151K | New |
| PATH Uipath Inc. Class A | 0.01% | 11,590 | $148K | New |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.01% | 10,190 | $140K | New |
| CNH CNH Industrial NV | 0.01% | 10,424 | $135K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 11,272 | $122K | New |
| INDI Indie Semiconductor Inc. Class A | 0.01% | 33,708 | $120K | New |
| PL Planet Labs PBC | 0.01% | 16,886 | $103K | New |
| SHLS Shoals Technologies Group -A | 0.01% | 16,546 | $70K | New |
| FIP Ftai Infrastructure Inc. | 0.01% | 11,280 | $70K | New |
| TTI Tetra Technologies Inc. | 0.00% | 14,513 | $49K | New |