| MSFT Microsoft Corp. | 3.68% | 105,030 | $39.4M | Add +1.8% |
| V Visa Inc. Class A | 3.50% | 107,100 | $37.5M | Add +4.0% |
| AAPL Apple Inc. | 2.81% | 135,648 | $30.1M | Add +4.5% |
| SCHX Schwab US Large-Cap ETF | 2.33% | 1,133,017 | $25.0M | Add +0.9% |
| BSCR Invesco Bulletshares 2027 CB | 1.91% | 1,046,203 | $20.5M | Add +11.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.85% | 37,326 | $19.9M | Reduce -5.4% |
| QQQ Invesco QQQ Trust Series 1 | 1.83% | 41,755 | $19.6M | Add +1.7% |
| BSCQ Invesco Bulletshares 2026 CB | 1.80% | 992,493 | $19.3M | Add +1.7% |
| BSCS Invesco Bulletshares 2028 CB | 1.77% | 934,159 | $19.0M | Add +12092.1% |
| ABBV Abbvie Inc. | 1.66% | 84,926 | $17.8M | Reduce -6.4% |
| GOOGL Alphabet Inc. Class A | 1.51% | 104,476 | $16.2M | Add +1.6% |
| FCNCA First Citizens Bcshs Class A | 1.46% | 8,451 | $15.7M | Reduce -1.1% |
| VGT Vanguard Info Tech ETF | 1.46% | 28,837 | $15.6M | Add +1.4% |
| JNJ Johnson & Johnson | 1.33% | 86,258 | $14.3M | Reduce -5.9% |
| GOOG Alphabet Inc. Class C | 1.32% | 90,936 | $14.2M | Add +1.8% |
| AMZN Amazon.com Inc. | 1.24% | 69,876 | $13.3M | Add +3.1% |
| UNH Unitedhealth Group Inc. | 1.15% | 23,542 | $12.3M | Add +2.5% |
| XOM Exxon Mobil Corp. | 1.13% | 102,018 | $12.1M | Add +0.7% |
| LLY Eli Lilly & Co. | 1.08% | 14,016 | $11.6M | Reduce -0.2% |
| META Meta Platforms Inc. Class A | 1.06% | 19,761 | $11.4M | Reduce -1.1% |
| PG The Procter & Gamble Co. | 1.03% | 65,106 | $11.1M | Add +0.0% |
| LOW Lowe's Cos Inc. | 0.99% | 45,492 | $10.6M | Reduce -0.4% |
| UNP Union Pacific Corp. | 0.96% | 43,643 | $10.3M | Reduce -0.2% |
| DUK Duke Energy Corp. | 0.93% | 81,521 | $9.9M | Add +0.3% |
| JPM JPMorgan Chase & Co. | 0.91% | 39,963 | $9.8M | Reduce -0.8% |
| MDT Medtronic PLC | 0.90% | 106,996 | $9.6M | Add +0.1% |
| RSG Republic Services Inc. | 0.89% | 39,333 | $9.5M | Add +0.8% |
| WSO Watsco Inc. | 0.87% | 18,266 | $9.3M | No change |
| KO The Coca-Cola Co. | 0.81% | 121,088 | $8.7M | Reduce -0.5% |
| NVDA Nvidia Corp. | 0.81% | 79,799 | $8.6M | Add +10.0% |
| COST Costco Wholesale Corp. | 0.73% | 8,280 | $7.8M | Add +1.2% |
| QQQM Invesco Nasdaq 100 ETF | 0.73% | 40,400 | $7.8M | Reduce -3.9% |
| FISV Fiserv Inc. | 0.71% | 34,568 | $7.6M | Reduce -0.1% |
| HD Home Depot Inc. | 0.69% | 20,060 | $7.4M | Add +0.3% |
| JPST JPMorgan Ultra-Short Income | 0.67% | 141,912 | $7.2M | Add +11.8% |
| PM Philip Morris International | 0.67% | 45,195 | $7.2M | Reduce -0.1% |
| WMT Walmart Inc. | 0.67% | 81,698 | $7.2M | Add +0.2% |
| ABT Abbott Laboratories | 0.66% | 53,225 | $7.1M | Reduce -1.0% |
| SO The Southern Co. | 0.64% | 74,983 | $6.9M | Reduce -1.8% |
| CVX Chevron Corp. | 0.64% | 41,126 | $6.9M | Add +0.8% |
| WM Waste Management Inc. | 0.64% | 29,554 | $6.8M | Reduce -1.2% |
| FDX FedEx Corp. | 0.63% | 27,611 | $6.7M | Reduce -2.7% |
| ADBE Adobe Inc. | 0.60% | 16,782 | $6.4M | Add +1.3% |
| IHI iShares U.S. Medical Devices | 0.60% | 106,797 | $6.4M | Add +0.3% |
| MRK Merck & Co. Inc. | 0.59% | 69,985 | $6.3M | Reduce -0.9% |
| QCOM Qualcomm Inc. | 0.58% | 40,249 | $6.2M | Add +13.6% |
| NFLX Netflix Inc. | 0.57% | 6,498 | $6.1M | Reduce -1.1% |
| SHW The Sherwin-Williams Co. | 0.56% | 17,152 | $6.0M | Add +1.3% |
| MCK McKesson Corp. | 0.54% | 8,617 | $5.8M | Add +0.1% |
| TMO Thermo Fisher Scientific Inc. | 0.54% | 11,622 | $5.8M | Add +1.4% |
| ORCL Oracle Corp. | 0.52% | 39,712 | $5.6M | Add +0.9% |
| SCHM Schwab US Mid Cap ETF | 0.50% | 203,737 | $5.3M | Add +0.9% |
| VZ Verizon Communications Inc. | 0.50% | 117,635 | $5.3M | Add +0.4% |
| VOO Vanguard S&P 500 ETF | 0.49% | 10,281 | $5.3M | Reduce -0.4% |
| ENB Enbridge Inc. | 0.49% | 117,643 | $5.2M | Reduce -1.6% |
| MA Mastercard Inc. Class A | 0.47% | 9,267 | $5.1M | Add +0.5% |
| ADP Automatic Data Processing | 0.44% | 15,400 | $4.7M | Add +0.3% |
| MCD McDonald's Corp. | 0.44% | 14,940 | $4.7M | Add +0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.42% | 8,087 | $4.5M | Reduce -0.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.42% | 56,992 | $4.5M | Reduce -4.1% |
| GLW Corning Inc. | 0.41% | 96,863 | $4.4M | Add +0.1% |
| UPS United Parcel Service Class B | 0.41% | 40,173 | $4.4M | Reduce -2.3% |
| AZO AutoZone Inc. | 0.41% | 1,147 | $4.4M | Add +0.8% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.41% | 55,879 | $4.4M | Add +6.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.40% | 43,402 | $4.3M | Reduce -1.7% |
| CAT Caterpillar Inc. | 0.40% | 12,872 | $4.2M | Reduce -7.1% |
| GBDC Golub Capital BDC Inc. | 0.39% | 279,423 | $4.2M | Add +1.9% |
| VHT Vanguard Health Care ETF | 0.39% | 15,730 | $4.2M | Add +6.5% |
| FTNT Fortinet Inc. | 0.39% | 43,153 | $4.2M | Add +1.9% |
| VDE Vanguard Energy ETF | 0.38% | 31,247 | $4.1M | Add +2.1% |
| UNM Unum Group | 0.38% | 49,403 | $4.0M | No change |
| VFH Vanguard Financials ETF | 0.37% | 33,270 | $4.0M | Add +0.8% |
| GSIE Goldman Sachs Activebeta Int | 0.36% | 108,989 | $3.9M | Add +4.7% |
| SCHA Schwab US Small-Cap ETF | 0.36% | 163,863 | $3.8M | Add +1.4% |
| NEE Nextera Energy Inc. | 0.34% | 51,718 | $3.7M | Reduce -4.9% |
| SYK Stryker Corp. | 0.34% | 9,785 | $3.6M | Reduce -0.8% |
| GEM Goldman Sachs Activebeta Em | 0.34% | 109,283 | $3.6M | Add +5.6% |
| ORLY O'reilly Automotive Inc. | 0.33% | 2,455 | $3.5M | Reduce -0.2% |
| SOXX iShares Semiconductor ETF | 0.32% | 18,399 | $3.5M | Add +2.3% |
| AVGO Broadcom Inc. | 0.32% | 20,592 | $3.4M | Reduce -5.7% |
| NSC Norfolk Southern Corp. | 0.32% | 14,476 | $3.4M | Add +1.8% |
| K Kellanova | 0.32% | 41,215 | $3.4M | Add +0.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.32% | 81,380 | $3.4M | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.32% | 54,943 | $3.4M | Reduce -0.8% |
| VCR Vanguard Consumer Discre ETF | 0.32% | 10,383 | $3.4M | Add +1.3% |
| PFE Pfizer Inc. | 0.31% | 133,115 | $3.4M | Reduce -3.9% |
| EMR Emerson Electric Co. | 0.31% | 30,624 | $3.4M | Reduce -0.1% |
| PEP Pepsico Inc. | 0.31% | 22,062 | $3.3M | Add +9.5% |
| VGSH Vanguard Short-Term Treasury | 0.30% | 54,969 | $3.2M | Add +2.2% |
| SCHD Schwab US DVD Equity ETF | 0.30% | 114,537 | $3.2M | Reduce -0.4% |
| LPLA LPL Financial Holdings Inc. | 0.30% | 9,771 | $3.2M | Add +0.8% |
| CPK Chesapeake Utilities Corp. | 0.29% | 24,577 | $3.2M | Add +1.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.29% | 11,353 | $3.1M | Add +0.1% |
| TXN Texas Instruments Inc. | 0.29% | 17,050 | $3.1M | Add +43.1% |
| EW Edwards Lifesciences Corp. | 0.28% | 41,740 | $3.0M | Add +0.9% |
| TFC Truist Financial Corp. | 0.28% | 73,387 | $3.0M | Reduce -3.5% |
| VNQ Vanguard Real Estate ETF | 0.27% | 31,708 | $2.9M | Add +2.2% |
| ELV Elevance Health Inc. | 0.26% | 6,490 | $2.8M | Reduce -12.3% |
| BKNG Booking Holdings Inc. | 0.26% | 611 | $2.8M | Add +1.2% |
| VOX Vanguard Communication Servi | 0.25% | 18,182 | $2.7M | Add +2.1% |
| FTEC Fidelity MSCI Info Tech Indx | 0.25% | 16,595 | $2.7M | Add +0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.25% | 15,339 | $2.6M | Add +2.6% |
| VIS Vanguard Industrials ETF | 0.25% | 10,614 | $2.6M | Add +0.2% |
| MDLZ Mondelez International Inc. Class A | 0.24% | 38,441 | $2.6M | Reduce -1.3% |
| CSX CSX Corp. | 0.24% | 87,757 | $2.6M | Reduce -0.1% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.24% | 27,876 | $2.6M | Add +0.8% |
| GS Goldman Sachs Group Inc. | 0.24% | 4,641 | $2.5M | Add +0.5% |
| KMB Kimberly-Clark Corp. | 0.23% | 17,716 | $2.5M | Add +1.5% |
| UBER Uber Technologies Inc. | 0.23% | 34,056 | $2.5M | Add +9.2% |
| VIG Vanguard Dividend Apprec ETF | 0.23% | 12,760 | $2.5M | Add +0.0% |
| AXP American Express Co. | 0.23% | 9,153 | $2.5M | Add +1.4% |
| UL Unilever PLC | 0.23% | 40,875 | $2.4M | Add +0.0% |
| RTX RTX Corp. | 0.23% | 18,227 | $2.4M | Reduce -0.5% |
| GE General Electric filed as GE AEROSPACE | 0.22% | 12,038 | $2.4M | Add +2.3% |
| CMCSA Comcast Corp. Class A | 0.22% | 63,633 | $2.3M | Reduce -3.1% |
| DG Dollar General Corp. | 0.22% | 26,305 | $2.3M | Add +2.6% |
| SCHW Schwab (charles) Corp. | 0.22% | 29,487 | $2.3M | Add +5.4% |
| VDC Vanguard Consumer Staple ETF | 0.21% | 10,426 | $2.3M | Add +4.0% |
| PYPL PayPal Holdings Inc. | 0.21% | 34,911 | $2.3M | Add +0.2% |
| TSLA Tesla Inc. | 0.21% | 8,712 | $2.3M | Add +3.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.21% | 6,022 | $2.2M | Add +6.8% |
| AFL Aflac Inc. | 0.21% | 20,024 | $2.2M | Reduce -1.3% |
| SPGI S&P Global Inc. | 0.21% | 4,350 | $2.2M | Reduce -5.2% |
| CGGR Cap Group Growth Equity | 0.20% | 63,652 | $2.2M | No change |
| ADM Archer-Daniels-Midland Co. | 0.20% | 44,550 | $2.1M | Add +4.0% |
| TSCO Tractor Supply Company | 0.20% | 38,425 | $2.1M | Reduce -2.6% |
| PAYX Paychex Inc. | 0.19% | 13,344 | $2.1M | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.19% | 17,037 | $2.0M | Add +3.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 8,009 | $2.0M | Add +0.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.18% | 7,607 | $2.0M | Reduce -0.5% |
| SON Sonoco Products Co. | 0.18% | 41,595 | $2.0M | Reduce -4.5% |
| MTBA Simplify MBS ETF | 0.18% | 38,889 | $1.9M | Add +13.4% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.18% | 68,933 | $1.9M | Reduce -5.0% |
| VLO Valero Energy Corp. | 0.18% | 14,223 | $1.9M | Add +8.5% |
| AMAT Applied Materials Inc. | 0.17% | 12,837 | $1.9M | Reduce -0.6% |
| LMT Lockheed Martin Corp. | 0.17% | 4,165 | $1.9M | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.17% | 25,042 | $1.8M | Add +6.5% |
| IGRO iShares Intl Div Growth ETF | 0.17% | 25,262 | $1.8M | Reduce -16.5% |
| SNPS Synopsys Inc. | 0.17% | 4,235 | $1.8M | Add +7.0% |
| DHR Danaher Corp. | 0.16% | 8,607 | $1.8M | Add +73.7% |
| WDAY Workday Inc. Class A | 0.16% | 7,255 | $1.7M | Add +3.5% |
| LULU Lululemon Athletica Inc. | 0.15% | 5,852 | $1.7M | Add +2.8% |
| SSB Southstate Bank Corp. | 0.15% | 17,756 | $1.6M | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.15% | 19,531 | $1.6M | Reduce -2.1% |
| GSK GSK PLC-Spon ADR | 0.15% | 40,908 | $1.6M | Reduce -1.3% |
| DGRO iShares Core Dividend Growth | 0.15% | 25,376 | $1.6M | Reduce -2.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.15% | 7,050 | $1.6M | Reduce -0.4% |
| INTU Intuit Inc. | 0.14% | 2,442 | $1.5M | Add +2.3% |
| NOBL Proshares S&P 500 Dividend A | 0.14% | 14,352 | $1.5M | Reduce -0.1% |
| CLX Clorox Company | 0.14% | 9,864 | $1.5M | Reduce -6.0% |
| AMGN Amgen Inc. | 0.13% | 4,641 | $1.4M | Reduce -28.4% |
| ICE Intercontinental Exchange Inc. | 0.13% | 8,381 | $1.4M | Add +0.4% |
| BTT BlackRock 2030 Muni TRGT TRM | 0.13% | 67,945 | $1.4M | Add +0.0% |
| T AT&T Inc. | 0.13% | 50,943 | $1.4M | Add +36.6% |
| IWD iShares Russell 1000 Value E | 0.13% | 7,584 | $1.4M | Reduce -1.9% |
| CI The Cigna Group | 0.13% | 4,248 | $1.4M | Reduce -1.6% |
| CMG Chipotle Mexican Grill Inc. | 0.13% | 27,747 | $1.4M | Add +2.2% |
| ACN Accenture PLC Class A | 0.13% | 4,372 | $1.4M | Add +26.0% |
| VYM Vanguard High DVD Yield ETF | 0.13% | 10,411 | $1.3M | Reduce -0.5% |
| LIN Linde PLC | 0.12% | 2,827 | $1.3M | Reduce -4.5% |
| CHKP Check Point Software Tech | 0.12% | 5,670 | $1.3M | Reduce -1.8% |
| ITW Illinois Tool Works | 0.12% | 5,199 | $1.3M | Reduce -0.5% |
| COP Conocophillips | 0.12% | 12,087 | $1.3M | Add +0.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.12% | 7,610 | $1.3M | Reduce -2.9% |
| ATO Atmos Energy Corp. | 0.12% | 8,172 | $1.3M | No change |
| XSORX Source Capital Inc. | 0.12% | 30,352 | $1.3M | Add +10.8% |
| SCHF Schwab Intl Equity ETF | 0.12% | 62,769 | $1.2M | Add +0.5% |
| EPD Enterprise Products Partners | 0.12% | 36,335 | $1.2M | Add +2.8% |
| BX Blackstone Inc. | 0.12% | 8,860 | $1.2M | Add +275.4% |
| CFR Cullen/Frost Bankers Inc. | 0.11% | 9,800 | $1.2M | No change |
| GD General Dynamics Corp. | 0.11% | 4,413 | $1.2M | Add +11.4% |
| HDV iShares Core High Dividend E | 0.11% | 9,904 | $1.2M | Add +2.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.11% | 19,711 | $1.2M | Add +4.2% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.11% | 21,525 | $1.2M | Reduce -13.3% |
| ET Energy Transfer LP | 0.11% | 63,655 | $1.2M | No change |
| MCO Moody's Corp. | 0.11% | 2,532 | $1.2M | No change |
| IJR iShares Core S&P Small-Cap E | 0.11% | 11,163 | $1.2M | Reduce -20.6% |
| MELI MercadoLibre Inc. | 0.11% | 587 | $1.1M | Add +1.6% |
| ZBH Zimmer Biomet Holdings Inc. | 0.11% | 9,973 | $1.1M | Reduce -11.1% |
| CPRT Copart Inc. | 0.11% | 19,912 | $1.1M | Reduce -2.9% |
| CL Colgate-Palmolive Co. | 0.10% | 11,988 | $1.1M | No change |
| SCHP Schwab U.S. Tips ETF | 0.10% | 39,730 | $1.1M | Reduce -3.5% |
| KMI Kinder Morgan Inc. | 0.10% | 36,934 | $1.1M | Add +0.2% |
| ASML ASML Holding NV-NY Reg SHS | 0.10% | 1,580 | $1.0M | Reduce -1.7% |
| CRM Salesforce Inc. | 0.10% | 3,887 | $1.0M | Add +2.2% |
| VPU Vanguard Utilities ETF | 0.09% | 5,796 | $990K | Add +2.4% |
| MU Micron Technology Inc. | 0.09% | 11,235 | $976K | Add +55.3% |
| AMD Advanced Micro Devices | 0.09% | 9,460 | $972K | Add +20.0% |
| SBUX Starbucks Corp. | 0.09% | 9,904 | $972K | Reduce -4.5% |
| WFC Wells Fargo & Co. | 0.09% | 13,524 | $971K | Add +0.1% |
| ECL Ecolab Inc. | 0.09% | 3,762 | $954K | No change |
| NOW ServiceNow Inc. | 0.09% | 1,190 | $947K | Add +3.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.09% | 13,597 | $944K | Add +1.1% |
| LH Labcorp Holdings Inc. | 0.09% | 4,016 | $935K | Reduce -1.2% |
| BA The Boeing Co. | 0.09% | 5,411 | $923K | Add +0.9% |
| IJH iShares Core S&P Midcap ETF | 0.08% | 15,440 | $901K | No change |
| CTSH Cognizant Tech Solutions-A | 0.08% | 11,545 | $883K | Reduce -0.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.08% | 12,990 | $854K | Add +2.1% |
| EQH Equitable Holdings Inc. | 0.08% | 16,367 | $853K | Reduce -4.4% |
| APD Air Products & Chemicals Inc. | 0.08% | 2,836 | $836K | Reduce -3.1% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.08% | 2,422 | $836K | No change |
| IYC iShares US Consumer Discreti | 0.08% | 9,416 | $832K | No change |
| INTC Intel Corp. | 0.08% | 35,665 | $810K | Reduce -15.2% |
| DGRW Wisdomtree U.S. Quality Divi | 0.07% | 9,825 | $785K | No change |
| NVS Novartis AG-Sponsored ADR | 0.07% | 7,026 | $783K | Reduce -6.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.07% | 1,615 | $783K | Add +14.9% |
| MOAT Vaneck Morningstar Wide Moat | 0.07% | 8,893 | $783K | Reduce -4.2% |
| NOC Northrop Grumman Corp. | 0.07% | 1,526 | $781K | Add +1.5% |
| ALL Allstate Corp. | 0.07% | 3,745 | $775K | No change |
| BSX Boston Scientific Corp. | 0.07% | 7,645 | $771K | Reduce -6.1% |
| WY Weyerhaeuser Co. | 0.07% | 26,244 | $768K | Add +0.0% |
| MO Altria Group Inc. | 0.07% | 12,682 | $761K | Reduce -0.9% |
| REGN Regeneron Pharmaceuticals | 0.07% | 1,196 | $759K | Add +19.0% |
| BMY Bristol-Myers Squibb Co. | 0.07% | 12,431 | $758K | Reduce -14.2% |
| QDPL Pacer Met US LRG Cap DVD 400 | 0.07% | 20,540 | $750K | No change |
| L Loews Corp. | 0.07% | 8,100 | $744K | Reduce -1.2% |
| XLF SS Financial Select Sector | 0.07% | 14,828 | $739K | Add +0.0% |
| FCCO First Community Corp. | 0.07% | 32,424 | $731K | No change |
| TEL Te Connectivity PLC | 0.07% | 5,175 | $731K | Reduce -1.9% |
| BLK BlackRock Inc. | 0.07% | 769 | $728K | Reduce -1.3% |
| BAX Baxter International Inc. | 0.07% | 21,164 | $724K | Add +3.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.07% | 3,869 | $721K | Reduce -0.9% |
| IWF iShares Russell 1000 Growth | 0.07% | 1,977 | $714K | No change |
| FOXA Fox Corp. Class A | 0.07% | 12,594 | $713K | Reduce -2.3% |
| CVS CVS Health Corp. | 0.07% | 10,457 | $708K | Reduce -12.2% |
| MS Morgan Stanley | 0.07% | 6,011 | $701K | Add +15.9% |
| IXJ iShares Global Healthcare Et | 0.07% | 7,653 | $698K | Add +1.7% |
| GPN Global Payments Inc. | 0.06% | 7,000 | $685K | No change |
| MINT PIMCO Enhanced Short Maturit | 0.06% | 6,650 | $669K | No change |
| COR Cencora Inc. | 0.06% | 2,310 | $642K | No change |
| MUNI PIMCO Intermediate Municipal | 0.06% | 12,427 | $641K | No change |
| D Dominion Energy Inc. | 0.06% | 11,206 | $628K | Add +0.0% |
| HUM Humana Inc. | 0.06% | 2,332 | $617K | Reduce -2.1% |
| PHM Pultegroup Inc. | 0.06% | 5,974 | $614K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.06% | 6,164 | $601K | No change |
| DE Deere & Co. | 0.05% | 1,240 | $582K | Add +0.1% |
| TGT Target Corp. | 0.05% | 5,472 | $571K | Add +0.0% |
| EFA iShares MSCI Eafe ETF | 0.05% | 6,979 | $570K | Reduce -1.0% |
| DOV Dover Corp. | 0.05% | 3,241 | $569K | No change |
| VSS Vanguard Ftse All Wo X-US SC | 0.05% | 4,843 | $560K | Add +1.5% |
| VAW Vanguard Materials ETF | 0.05% | 2,927 | $553K | Reduce -1.3% |
| LHX L3HARRIS Technologies Inc. | 0.05% | 2,583 | $541K | Reduce -1.4% |
| AMLP Alerian MLP ETF | 0.05% | 10,399 | $540K | Reduce -0.1% |
| QUAL iShares MSCI USA Quality Fac | 0.05% | 3,100 | $530K | No change |
| GDX Vaneck Gold Miners ETF | 0.05% | 11,480 | $528K | Reduce -30.6% |
| IUSG iShares Core S&P U.S. Growth | 0.05% | 4,134 | $525K | No change |
| VXUS Vanguard Total Intl Stock | 0.05% | 8,419 | $523K | Add +6.8% |
| AMT American Tower Corp. | 0.05% | 2,339 | $509K | Add +0.6% |
| JCPB JPMorgan Core Plus Bond ETF | 0.05% | 10,703 | $503K | No change |
| ADI Analog Devices Inc. | 0.05% | 2,485 | $501K | No change |
| GEV GE Vernova Inc. | 0.05% | 1,633 | $499K | No change |
| CGCP Cap Group Core Plus Income | 0.05% | 22,203 | $498K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.05% | 13,667 | $498K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.05% | 1,972 | $496K | Add +2.7% |
| AWK American Water Works Co. Inc. | 0.05% | 3,334 | $492K | Add +1.6% |
| BTI British American Tob-SP ADR | 0.05% | 11,842 | $490K | Reduce -15.9% |
| IWL iShares Russell Top 200 ETF | 0.05% | 3,519 | $484K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.04% | 1,966 | $481K | Add +4.8% |
| BN Brookfield Corp. | 0.04% | 9,169 | $481K | No change |
| LKQ LKQ Corp. | 0.04% | 11,158 | $475K | Add +1.8% |
| ISRG Intuitive Surgical Inc. | 0.04% | 957 | $474K | Add +1.6% |
| VEA Vanguard Ftse Developed ETF | 0.04% | 9,291 | $472K | Reduce -0.5% |
| CTAS Cintas Corp. | 0.04% | 2,296 | $472K | Add +0.0% |
| MET Metlife Inc. | 0.04% | 5,866 | $471K | Reduce -3.3% |
| RSP Invesco S&P 500 Equal Weight | 0.04% | 2,716 | $471K | No change |
| HOLX Hologic Inc. | 0.04% | 7,530 | $465K | No change |
| AEP American Electric Power | 0.04% | 4,235 | $463K | No change |
| PGR Progressive Corp. | 0.04% | 1,583 | $448K | No change |
| STZ Constellation Brands Inc. Class A | 0.04% | 2,440 | $448K | Reduce -0.5% |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 0.04% | 20,373 | $448K | Add +19.0% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.04% | 12,435 | $443K | No change |
| WMB Williams Cos Inc. | 0.04% | 7,379 | $441K | Add +15.7% |
| BSV Vanguard Short-Term Bond ETF | 0.04% | 5,591 | $438K | Add +0.2% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.04% | 5,612 | $436K | Reduce -3.0% |
| KR Kroger Co. | 0.04% | 6,110 | $414K | No change |
| BRO Brown & Brown Inc. | 0.04% | 3,251 | $404K | No change |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.04% | 8,000 | $400K | Add +33.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.04% | 9,713 | $396K | Reduce -4.0% |
| IBB iShares Biotechnology ETF | 0.04% | 3,082 | $394K | Reduce -6.0% |
| SCHB Schwab US Broad Market ETF | 0.04% | 18,125 | $390K | Add +5.2% |
| DSTL Distillate US Fundamental St | 0.04% | 7,164 | $389K | No change |
| XBI SS SPDR S&P Biotech ETF | 0.04% | 4,694 | $381K | Reduce -6.5% |
| EXPD Expeditors Intl Wash Inc. | 0.04% | 3,140 | $378K | Reduce -0.6% |
| BLD Topbuild Corp. | 0.03% | 1,225 | $374K | Add +18.1% |
| SHEL Shell PLC-ADR | 0.03% | 5,097 | $374K | Reduce -1.9% |
| DHI D.R. Horton Inc. | 0.03% | 2,931 | $373K | No change |
| CTVA Corteva Inc. | 0.03% | 5,896 | $371K | Add +16.0% |
| GLDM SPDR Gold Minishares Trust | 0.03% | 5,949 | $368K | Add +8.9% |
| SONY Sony Group Corp. - SP ADR | 0.03% | 14,440 | $367K | Add +0.5% |
| ETN Eaton Corp. PLC | 0.03% | 1,345 | $366K | Add +6.3% |
| BR Broadridge Financial Solutio | 0.03% | 1,500 | $364K | No change |
| GLD SPDR Gold Shares | 0.03% | 1,260 | $363K | Reduce -14.6% |
| CARR Carrier Global Corp. | 0.03% | 5,722 | $363K | No change |
| NIM Nuveen Select Maturit Muni | 0.03% | 37,869 | $353K | Reduce -11.7% |
| CSW CSW Industrials Inc. | 0.03% | 1,183 | $345K | No change |
| GCOW Pacer Global Cash Cows Divid | 0.03% | 9,258 | $342K | Add +4.7% |
| IWB iShares Russell 1000 ETF | 0.03% | 1,110 | $340K | Reduce -1.6% |
| NUE Nucor Corp. | 0.03% | 2,821 | $339K | Add +14.7% |
| OKE Oneok Inc. | 0.03% | 3,263 | $324K | No change |
| MKL Markel Group Inc. | 0.03% | 173 | $323K | Add +21.8% |
| BATRA Atlanta Braves Holdings in-A | 0.03% | 7,290 | $320K | Add +7.4% |
| BIV Vanguard Intermediate-Term B | 0.03% | 4,163 | $319K | No change |
| EXP Eagle Materials Inc. | 0.03% | 1,400 | $311K | No change |
| CAH Cardinal Health Inc. | 0.03% | 2,250 | $310K | No change |
| DKNG Draftkings Inc. Class A | 0.03% | 9,150 | $304K | Add +0.3% |
| HEI Heico Corp. | 0.03% | 1,117 | $298K | No change |
| KEYS Keysight Technologies Inc. | 0.03% | 1,953 | $293K | Reduce -1.3% |
| SPSB SS SPDR P St C Corp. ETF | 0.03% | 9,700 | $292K | No change |
| TRV The Travelers Cos Inc. | 0.03% | 1,103 | $292K | No change |
| LYG Lloyds Banking Group PLC-ADR | 0.03% | 76,000 | $290K | No change |
| CCAP Crescent Capital BDC Inc. | 0.03% | 16,909 | $289K | Reduce -6.0% |
| HCA HCA Healthcare Inc. | 0.03% | 837 | $289K | Add +2162.2% |
| FAST Fastenal Co. | 0.03% | 3,699 | $287K | Reduce -10.5% |
| XLE SS Energy Select Sector | 0.03% | 3,040 | $284K | Reduce -1.6% |
| IYW iShares Ustechnology ETF | 0.03% | 2,022 | $284K | Reduce -2.3% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.03% | 4,775 | $279K | No change |
| ENTG Entegris Inc. | 0.03% | 3,171 | $277K | No change |
| RIO Rio Tinto PLC-Spon ADR | 0.03% | 4,601 | $276K | Reduce -4.2% |
| EBAY eBay Inc. | 0.03% | 4,056 | $275K | Reduce -3.6% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.03% | 3,382 | $273K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.03% | 5,991 | $271K | Reduce -0.1% |
| CPAY Corpay Inc. | 0.03% | 770 | $269K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.03% | 3,545 | $268K | Reduce -1.5% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.03% | 868 | $268K | No change |
| ZTS Zoetis Inc. | 0.02% | 1,618 | $266K | Add +4.9% |
| AVUV Avantis US Small Cap Value | 0.02% | 3,045 | $265K | No change |
| MMM 3M Co. | 0.02% | 1,778 | $261K | Add +12.4% |
| PSX Phillips 66 | 0.02% | 2,094 | $259K | No change |
| SPLV Invesco S&P 500 Low Volatili | 0.02% | 3,454 | $258K | No change |
| WTRG Essential Utilities Inc. | 0.02% | 6,521 | $258K | Add +0.4% |
| RSPG Invesco S&P 500 Equal Weight | 0.02% | 3,141 | $257K | Reduce -3.1% |
| CMI Cummins Inc. | 0.02% | 800 | $251K | No change |
| PFIX Simplify Interest Rate Hedge | 0.02% | 5,125 | $248K | No change |
| IWV iShares Russell 3000 ETF | 0.02% | 764 | $243K | Add +0.1% |
| NDAQ Nasdaq Inc. | 0.02% | 3,148 | $239K | No change |
| CMA Comerica Inc. | 0.02% | 4,000 | $236K | No change |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.02% | 2,037 | $232K | No change |
| CCEP Coca-Cola Europacific Partne | 0.02% | 2,670 | $232K | Reduce -1.8% |
| URI United Rentals Inc. | 0.02% | 370 | $232K | No change |
| DVY iShares Select Dividend ETF | 0.02% | 1,720 | $231K | Add +0.2% |
| WMS Advanced Drainage Systems Inc. | 0.02% | 2,057 | $223K | No change |
| BIZD Vaneck BDC Income ETF | 0.02% | 13,329 | $223K | Reduce -15.1% |
| GNRC Generac Holdings Inc. | 0.02% | 1,755 | $222K | No change |
| SWKS Skyworks Solutions Inc. | 0.02% | 3,438 | $222K | Reduce -1.0% |
| MFC Manulife Financial Corp. | 0.02% | 7,100 | $221K | No change |
| DOC Healthpeak Properties Inc. | 0.02% | 10,894 | $220K | New |
| VMC Vulcan Materials Co. | 0.02% | 937 | $219K | Add +10.1% |
| ENFR Alerian Energy Infrastructur | 0.02% | 6,643 | $218K | Add +0.2% |
| SECT Main Sector Rotation ETF | 0.02% | 4,257 | $217K | Add +1.8% |
| SCHV Schwab US Large-Cap Value | 0.02% | 8,120 | $216K | Reduce -0.6% |
| SYY Sysco Corp. | 0.02% | 2,850 | $214K | No change |
| MNST Monster Beverage Corp. | 0.02% | 3,653 | $214K | Add +3.6% |
| BDX Becton Dickinson and Co. | 0.02% | 917 | $210K | No change |
| YUM Yum! Brands Inc. | 0.02% | 1,329 | $209K | No change |
| IVV iShares Core S&P 500 ETF | 0.02% | 367 | $206K | Reduce -8.3% |
| IXC iShares Global Energy ETF | 0.02% | 4,901 | $206K | No change |
| GEHC GE Healthcare Technology | 0.02% | 2,530 | $204K | No change |
| HBAN Huntington Bancshares Inc. | 0.02% | 13,500 | $203K | No change |
| VIGI Vanguard Int Div App Indx FD | 0.02% | 2,441 | $202K | No change |
| HSY The Hershey Co. | 0.02% | 1,177 | $201K | Add +1.8% |
| EXPE Expedia Group Inc. | 0.02% | 1,197 | $201K | Reduce -2.0% |
| OC Owens Corning | 0.02% | 1,375 | $196K | No change |
| MLM Martin Marietta Materials | 0.02% | 410 | $196K | No change |
| FRDM Freedom 100 Emeging MRKT ETF | 0.02% | 5,504 | $193K | Reduce -3.7% |
| SNV Synovus Financial Corp. | 0.02% | 4,092 | $191K | No change |
| FDVV Fidelity High Dividend ETF | 0.02% | 3,841 | $191K | Add +0.3% |
| PH Parker Hannifin Corp. | 0.02% | 312 | $190K | No change |
| OHI Omega Healthcare Investors | 0.02% | 4,928 | $188K | New |
| IWN iShares Russell 2000 Value E | 0.02% | 1,234 | $186K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.02% | 1,983 | $186K | No change |
| TGTX TG Therapeutics Inc. | 0.02% | 4,700 | $185K | No change |
| MSI Motorola Solutions Inc. | 0.02% | 419 | $183K | No change |
| CNC Centene Corp. | 0.02% | 3,000 | $182K | No change |
| HON Honeywell International Inc. | 0.02% | 859 | $182K | Reduce -7.5% |
| C Citigroup Inc. | 0.02% | 2,558 | $182K | Add +0.0% |
| ALLY Ally Financial Inc. | 0.02% | 4,942 | $180K | Add +0.0% |
| TMHC Taylor Morrison Home Corp. | 0.02% | 3,000 | $180K | No change |
| PRU Prudential Financial Inc. | 0.02% | 1,608 | $180K | Reduce -6.6% |
| ED Consolidated Edison Inc. | 0.02% | 1,600 | $177K | Reduce -8.6% |
| LRCX Lam Research Corp. | 0.02% | 2,421 | $176K | No change |
| SUN Sunoco LP | 0.02% | 3,000 | $174K | No change |
| MOO Vaneck Agribusiness ETF | 0.02% | 2,544 | $173K | No change |
| SNY Sanofi-ADR | 0.02% | 3,100 | $172K | No change |
| ETX Eaton Vance Muni Inc. 2028 TM | 0.02% | 9,400 | $172K | Add +44.6% |
| DD Dupont DE Nemours Inc. | 0.02% | 2,293 | $171K | No change |
| BP BP PLC-Spons ADR | 0.02% | 5,062 | $171K | Add +4.6% |
| GPC Genuine Parts Co. | 0.02% | 1,434 | $171K | Add +0.2% |
| ROP Roper Technologies Inc. | 0.02% | 289 | $170K | No change |
| IDV iShares International Select | 0.02% | 5,440 | $169K | Reduce -6.9% |
| CACI Caci International Inc. Class A | 0.02% | 456 | $167K | No change |
| CCK Crown Holdings Inc. | 0.02% | 1,865 | $166K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.02% | 1,305 | $164K | No change |
| SCHG Schwab US Large-Cap Growth | 0.02% | 6,496 | $163K | Reduce -1.8% |
| FE Firstenergy Corp. | 0.02% | 4,000 | $162K | No change |
| XYL Xylem Inc. | 0.01% | 1,337 | $160K | No change |
| IQV Iqvia Holdings Inc. | 0.01% | 900 | $159K | No change |
| CTRE Caretrust REIT Inc. | 0.01% | 5,540 | $158K | New |
| ARE Alexandria Real Estate Equit | 0.01% | 1,685 | $156K | New |
| PNR Pentair PLC | 0.01% | 1,774 | $155K | No change |
| SAN Banco Santander SA-Spon ADR | 0.01% | 23,000 | $154K | No change |
| VNT Vontier Corp. | 0.01% | 4,583 | $151K | No change |
| QLD Proshares Ultra QQQ | 0.01% | 1,687 | $150K | Reduce -27.0% |
| BIP Brookfield Infrastructure Pa | 0.01% | 5,025 | $150K | No change |
| DEO Diageo PLC-Sponsored ADR | 0.01% | 1,425 | $149K | No change |
| IWM iShares Russell 2000 ETF | 0.01% | 743 | $148K | No change |
| SPOT Spotify Technology SA | 0.01% | 268 | $147K | Add +1.1% |
| HPE Hewlett Packard Enterprise | 0.01% | 9,550 | $147K | No change |
| OTIS Otis Worldwide Corp. | 0.01% | 1,415 | $146K | Reduce -29.8% |
| NWSA News Corp. Class A | 0.01% | 5,362 | $146K | No change |
| INCY Incyte Corp. | 0.01% | 2,350 | $142K | No change |
| XAR SS SPDR S&P Aerospace Def | 0.01% | 880 | $141K | No change |
| SILA Sila Realty Trust Inc. | 0.01% | 5,184 | $138K | Add +81.5% |
| CCI Crown Castle Inc. | 0.01% | 1,327 | $138K | Reduce -5.0% |
| FICO Fair Isaac Corp. | 0.01% | 75 | $138K | No change |
| DLTR Dollar Tree Inc. | 0.01% | 1,834 | $138K | No change |
| ARCC Ares Capital Corp. | 0.01% | 6,161 | $137K | No change |
| USB US Bancorp | 0.01% | 3,200 | $135K | No change |
| AVY Avery Dennison Corp. | 0.01% | 751 | $134K | No change |
| RF Regions Financial Corp. | 0.01% | 6,144 | $134K | No change |
| FIS Fidelity National Info Serv | 0.01% | 1,756 | $131K | No change |
| KNF Knife River Corp. | 0.01% | 1,450 | $131K | No change |
| AMP Ameriprise Financial Inc. | 0.01% | 270 | $131K | No change |
| DOW Dow Inc. | 0.01% | 3,730 | $130K | Reduce -7.0% |
| AB Alliancebernstein Holding LP | 0.01% | 3,375 | $129K | No change |
| PAVE Global X US Infrastructure | 0.01% | 3,400 | $128K | No change |
| MRSH Marsh & McLennan Cos | 0.01% | 517 | $126K | No change |
| TDY Teledyne Technologies Inc. | 0.01% | 253 | $126K | No change |
| EMN Eastman Chemical Co. | 0.01% | 1,420 | $125K | Reduce -12.3% |
| CBRE CBRE Group Inc. Class A | 0.01% | 944 | $123K | No change |
| XLP SS Consumer Staples Sel Sect | 0.01% | 1,494 | $122K | No change |
| IMKTA Ingles Markets Inc. Class A | 0.01% | 1,850 | $120K | Add +85.0% |
| XLV SS Health Care Select Sector | 0.01% | 823 | $120K | No change |
| J Jacobs Solutions Inc. | 0.01% | 993 | $120K | No change |
| FSS Federal Signal Corp. | 0.01% | 1,632 | $120K | No change |
| COF Capital One Financial Corp. | 0.01% | 653 | $117K | No change |
| TAN Invesco Solar ETF | 0.01% | 3,830 | $117K | Reduce -5.0% |
| LII Lennox International Inc. | 0.01% | 206 | $116K | No change |
| VTIP Vanguard Short-Term Tips | 0.01% | 2,289 | $114K | No change |
| VUSB Vanguard Ultra Short Bond Et | 0.01% | 2,281 | $114K | Add +0.8% |
| AKAM Akamai Technologies Inc. | 0.01% | 1,400 | $113K | No change |
| NFG National Fuel Gas Co. | 0.01% | 1,400 | $111K | No change |
| SBAC SBA Communications Corp. | 0.01% | 503 | $111K | No change |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.01% | 1,545 | $110K | No change |
| IUSV iShares Core S&P U.S. Value | 0.01% | 1,189 | $110K | No change |
| SMDV Proshrs RSL 2000 DVD GRW ETF | 0.01% | 1,667 | $109K | Reduce -5.7% |
| SSNC Ss&c Technologies Holdings | 0.01% | 1,298 | $108K | No change |
| XLK SS Technology Select Sector | 0.01% | 519 | $107K | Reduce -3.7% |
| TT Trane Technologies PLC | 0.01% | 318 | $107K | No change |
| IBKR Interactive Brokers Gro Class A | 0.01% | 638 | $106K | No change |
| HLT Hilton Worldwide Holdings Inc. | 0.01% | 459 | $104K | No change |
| NKE Nike Inc. Class B | 0.01% | 1,632 | $104K | Reduce -4.1% |
| ODFL Old Dominion Freight Line | 0.01% | 622 | $103K | Reduce -10.0% |
| IDXX Idexx Laboratories Inc. | 0.01% | 244 | $102K | No change |
| CINF Cincinnati Financial Corp. | 0.01% | 686 | $101K | No change |
| WSM Williams-Sonoma Inc. | 0.01% | 635 | $100K | Reduce -3.8% |
| CME Cme Group Inc. | 0.01% | 378 | $100K | No change |
| VLTO Veralto Corp. | 0.01% | 1,027 | $100K | Reduce -9.9% |
| HPQ HP Inc. | 0.01% | 3,602 | $100K | No change |
| CB Chubb Ltd. | 0.01% | 330 | $100K | Reduce -7.0% |
| IWR iShares Russell Mid-Cap ETF | 0.01% | 1,168 | $99K | Reduce -3.4% |
| SMCI Super Micro Computer Inc. | 0.01% | 2,880 | $99K | No change |
| FRST Primis Financial Corp. | 0.01% | 10,000 | $98K | No change |
| ROL Rollins Inc. | 0.01% | 1,797 | $97K | No change |
| O Realty Income Corp. | 0.01% | 1,673 | $97K | Reduce -3.7% |
| SCHO Schwab Short-Term US Treas | 0.01% | 3,980 | $97K | No change |
| WTM White Mountains Insurance GP | 0.01% | 50 | $96K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.01% | 706 | $96K | No change |
| KLAC KLA Corp. | 0.01% | 140 | $95K | No change |
| MDU Mdu Resources Group Inc. | 0.01% | 5,600 | $95K | Reduce -6.7% |
| COWZ Pacer US Cash Cows 100 ETF | 0.01% | 1,717 | $94K | Add +0.5% |
| SLM SLM Corp. | 0.01% | 3,200 | $94K | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.01% | 1,192 | $94K | No change |
| IVW iShares S&P 500 Growth ETF | 0.01% | 1,008 | $94K | Add +0.1% |
| SHV iShares 0-1 Year Treasury Bo | 0.01% | 846 | $93K | No change |
| IP International Paper Co. | 0.01% | 1,738 | $93K | No change |
| KXI iShares Global Consumer Stap | 0.01% | 1,435 | $92K | No change |
| COO The Cooper Cos Inc. | 0.01% | 1,084 | $91K | No change |
| CLS Celestica Inc. | 0.01% | 1,150 | $91K | Add +15.0% |
| FERG Ferguson Enterprises Inc. | 0.01% | 562 | $90K | No change |
| XLY SS Consumer Disc Select Sect | 0.01% | 454 | $90K | Add +2.3% |
| LNC Lincoln National Corp. | 0.01% | 2,495 | $90K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.01% | 1,203 | $88K | No change |
| BAM Brookfield Asset Mgmt-A | 0.01% | 1,815 | $88K | Reduce -1.5% |
| KDP Keurig Dr Pepper Inc. | 0.01% | 2,567 | $88K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.01% | 1,478 | $87K | No change |
| PHYL Pgim Active High Yield Bond | 0.01% | 2,498 | $87K | Add +0.9% |
| IHAK iShares Cybersecurity & Tech | 0.01% | 1,845 | $87K | No change |
| UTHR United Therapeutics Corp. | 0.01% | 280 | $86K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.01% | 205 | $86K | Add +0.5% |
| PDP Invesco Dorsey Wright Moment | 0.01% | 855 | $85K | No change |
| WDFC WD-40 Co. | 0.01% | 350 | $85K | No change |
| JPC Nuveen Prefered & Income Opp | 0.01% | 10,687 | $85K | Add +0.3% |
| BSY Bentley Systems Inc. Class B | 0.01% | 2,159 | $85K | No change |
| AGG iShares Core U.S. Aggregate | 0.01% | 856 | $85K | No change |
| BFAM Bright Horizons Family Solut | 0.01% | 654 | $83K | No change |
| ZBRA Zebra Technologies Corp. Class A | 0.01% | 294 | $83K | No change |
| SSO Proshares Ultra S&P500 | 0.01% | 1,000 | $83K | No change |
| MOTI Vaneck Mstar Int Moat ETF | 0.01% | 2,479 | $82K | Reduce -2.9% |
| IEMG iShares Core MSCI Emerging | 0.01% | 1,524 | $82K | No change |
| PEG Public Service Enterprise GP | 0.01% | 996 | $82K | No change |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.01% | 2,180 | $82K | No change |
| MKTX Marketaxess Holdings Inc. | 0.01% | 376 | $81K | No change |
| IYF iShares US Financials ETF | 0.01% | 697 | $79K | Add +0.1% |
| EFX Equifax Inc. | 0.01% | 322 | $78K | No change |
| JXI iShares Global Utilities ETF | 0.01% | 1,100 | $76K | Reduce -1.8% |
| FFIV F5 Inc. | 0.01% | 285 | $76K | No change |
| SHOP Shopify Inc. Class A | 0.01% | 780 | $74K | Reduce -6.0% |
| SAP Sap SE-Sponsored ADR | 0.01% | 274 | $74K | No change |
| BSMP Invesco Bulletshares 2025 MB | 0.01% | 3,000 | $73K | New |
| PDCO Patterson Cos Inc. | 0.01% | 2,350 | $73K | No change |
| HLI Houlihan Lokey Inc. | 0.01% | 450 | $73K | No change |
| ULTA Ulta Beauty Inc. | 0.01% | 198 | $73K | Add +33.8% |
| MTD Mettler-Toledo International | 0.01% | 61 | $72K | No change |
| FTCS First Trust Capital Strength | 0.01% | 800 | $72K | No change |
| DB Deutsche Bank AG-Registered | 0.01% | 3,000 | $71K | No change |
| BSMQ Invesco Bulletshares 2026 MB | 0.01% | 3,000 | $71K | New |
| BSCT Invesco Bulletshares 2029 CB | 0.01% | 3,815 | $71K | New |
| MQY BlackRock Muniyield Quality | 0.01% | 5,981 | $70K | No change |
| FHLC Fidelity MSCI Health Care | 0.01% | 1,000 | $68K | No change |
| SKYY First Trust Cloud Computing | 0.01% | 664 | $68K | No change |
| ELS Equity Lifestyle Properties | 0.01% | 1,013 | $68K | Add +13.3% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.01% | 1,600 | $67K | Add +60.0% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.01% | 1,500 | $66K | No change |
| DVN Devon Energy Corp. | 0.01% | 1,766 | $66K | No change |
| GIS General Mills Inc. | 0.01% | 1,098 | $66K | Reduce -3.9% |
| BLDR Builders Firstsource Inc. | 0.01% | 525 | $66K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.01% | 319 | $66K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.01% | 402 | $64K | Add +2.8% |
| WEC WEC Energy Group Inc. | 0.01% | 587 | $64K | No change |
| ALLE Allegion PLC | 0.01% | 488 | $64K | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.01% | 773 | $64K | Add +10.3% |
| DFS Discover Financial Services | 0.01% | 371 | $63K | No change |
| BAH Booz Allen Hamilton Holdings | 0.01% | 602 | $63K | No change |
| DAR Darling Ingredients Inc. | 0.01% | 2,000 | $62K | No change |
| CUBE Cubesmart | 0.01% | 1,462 | $62K | No change |
| KBR KBR Inc. | 0.01% | 1,250 | $62K | No change |
| BRHY iShares High Yild Active ETF | 0.01% | 1,223 | $62K | Add +0.7% |
| VCIT Vanguard Int-Term Corporate | 0.01% | 758 | $62K | Add +0.3% |
| KHC The Kraft Heinz Co. | 0.01% | 2,034 | $62K | Add +0.1% |
| TY Tri-Continental Corp. | 0.01% | 2,000 | $61K | No change |
| TTE Totalenergies SE -Spon ADR | 0.01% | 942 | $61K | No change |
| TDG Transdigm Group Inc. | 0.01% | 44 | $61K | Reduce -94.7% |
| LTC LTC Properties Inc. filed as LTC PPTYS INC | 0.01% | 1,702 | $60K | New |
| BWA Borgwarner Inc. | 0.01% | 2,100 | $60K | No change |
| VPL Vanguard Ftse Pacific ETF | 0.01% | 830 | $60K | No change |
| TER Teradyne Inc. | 0.01% | 707 | $58K | No change |
| SBRA Sabra Health Care REIT Inc. | 0.01% | 3,333 | $58K | New |
| TQQQ Proshares Ultrapro QQQ | 0.01% | 1,000 | $57K | Reduce -67.7% |
| PGF Invesco Financial Preferred | 0.01% | 4,000 | $57K | No change |
| DECK Deckers Outdoor Corp. | 0.01% | 504 | $56K | No change |
| DY Dycom Industries Inc. | 0.01% | 367 | $56K | No change |
| XLI SS Industrial Select Sector | 0.01% | 426 | $56K | No change |
| SCHY Schwab International DVD ETF | 0.01% | 2,187 | $56K | Reduce -3.8% |
| SPG Simon Property Group Inc. | 0.01% | 334 | $55K | No change |
| ALNY Alnylam Pharmaceuticals Inc. | 0.01% | 200 | $54K | No change |
| CHH Choice Hotels Intl Inc. | 0.01% | 405 | $54K | No change |
| ACWI iShares MSCI Acwi ETF | 0.01% | 462 | $54K | No change |
| GMOI GMO International Value ETF | 0.01% | 2,000 | $53K | No change |
| MDY State Street SPDR S&P Midcap | 0.01% | 100 | $53K | No change |
| EQIX Equinix Inc. | 0.00% | 65 | $53K | No change |
| NSIT Insight Enterprises Inc. | 0.00% | 350 | $52K | No change |
| FSK FS KKR Capital Corp. | 0.00% | 2,500 | $52K | No change |
| ECG Everus Construction Group | 0.00% | 1,400 | $52K | Reduce -6.7% |
| UTG Reaves Utility Income Fund | 0.00% | 1,595 | $52K | Add +1.7% |
| TKR Timken Co. | 0.00% | 722 | $52K | No change |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.00% | 659 | $52K | No change |
| FUN Six Flags Entertainment Corp. | 0.00% | 1,440 | $51K | No change |
| XFRAX BlackRock Fltng RT Inc. Strat | 0.00% | 3,945 | $51K | Add +0.3% |
| WOR Worthington Enterprises Inc. | 0.00% | 999 | $50K | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.00% | 149 | $50K | Add +645.0% |
| NVG Nuveen Amt-FR Muni CRDT | 0.00% | 4,000 | $50K | No change |
| OCSL Oaktree Specialty Lending Co. | 0.00% | 3,200 | $49K | New |
| CNP Centerpoint Energy Inc. | 0.00% | 1,350 | $49K | Reduce -82.1% |
| WBD Warner Bros Discovery Inc. | 0.00% | 4,528 | $49K | Reduce -17.7% |
| AWR American States Water Co. filed as AMER STATES WTR CO | 0.00% | 612 | $48K | Add +0.5% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.00% | 1,495 | $48K | No change |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.00% | 772 | $48K | No change |
| WBA Walgreens Boots Alliance Inc. | 0.00% | 4,208 | $47K | Reduce -53.7% |
| PPL PPL Corp. | 0.00% | 1,300 | $47K | No change |
| BANC Banc of California Inc. | 0.00% | 3,284 | $47K | No change |
| IUS Invesco Rafi Strategic US Et | 0.00% | 940 | $46K | No change |
| WELL Welltower Inc. | 0.00% | 300 | $46K | New |
| A Agilent Technologies Inc. | 0.00% | 390 | $46K | No change |
| PKG Packaging Corp. of America | 0.00% | 228 | $45K | No change |
| EXPO Exponent Inc. | 0.00% | 555 | $45K | No change |
| MAC The Macerich Co. | 0.00% | 2,570 | $44K | No change |
| OBDC Blue Owl Capital Corp. | 0.00% | 3,000 | $44K | No change |
| AME Ametek Inc. | 0.00% | 255 | $44K | No change |
| PANW Palo Alto Networks Inc. | 0.00% | 256 | $44K | Add +64.1% |
| XOP SS SPDR S&P Og Exp & Prod | 0.00% | 331 | $44K | No change |
| DPST Dirx DLY RGNL BNK B3X ETF-Ui | 0.00% | 500 | $43K | No change |
| HWM Howmet Aerospace Inc. | 0.00% | 333 | $43K | No change |
| YUMC Yum China Holdings Inc. | 0.00% | 810 | $42K | No change |
| ANET Arista Networks Inc. | 0.00% | 540 | $42K | No change |
| MRVL Marvell Technology Inc. | 0.00% | 672 | $41K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.00% | 479 | $40K | Reduce -42.0% |
| ITB iShares U.S. Home Constructi | 0.00% | 423 | $40K | No change |
| RSPU Invesco S&P 500 Equal Weight | 0.00% | 565 | $39K | Reduce -20.8% |
| USFD US Foods Holding Corp. | 0.00% | 600 | $39K | Reduce -20.0% |
| EME Emcor Group Inc. | 0.00% | 106 | $39K | No change |
| HEI.A Heico Corp. Class A | 0.00% | 185 | $39K | No change |
| THO Thor Industries Inc. | 0.00% | 508 | $39K | No change |
| IEO iShares U.S. Oil & Gas Explo | 0.00% | 404 | $38K | No change |
| GSLC Goldman Activebeta US LC ETF | 0.00% | 347 | $38K | No change |
| GPI Group 1 Automotive Inc. | 0.00% | 100 | $38K | No change |
| CHCT Community Healthcare Trust I | 0.00% | 2,101 | $38K | New |
| HOOD Robinhood Markets Inc. Class A | 0.00% | 915 | $38K | Reduce -29.6% |
| HR Healthcare Realty Trust Inc. | 0.00% | 2,226 | $38K | New |
| SMG Scotts Miracle-Gro Co. | 0.00% | 679 | $37K | No change |
| SPIB SS SPDR P Int C Corp. ETF | 0.00% | 1,121 | $37K | No change |
| TSN Tyson Foods Inc. Class A | 0.00% | 567 | $36K | Add +0.2% |
| GDDY GoDaddy Inc. Class A | 0.00% | 200 | $36K | No change |
| MYI BlackRock Muniyield QLTY III | 0.00% | 3,275 | $36K | No change |
| CP Canadian Pacific Kansas City | 0.00% | 500 | $35K | No change |
| IYJ iShares U.S. Industrials ETF | 0.00% | 269 | $35K | No change |
| IYY iShares Dow Jones U.S. ETF | 0.00% | 257 | $35K | No change |
| PFG Principal Financial Group | 0.00% | 414 | $35K | Reduce -19.5% |
| MAR Marriott International Class A | 0.00% | 147 | $35K | Add +0.7% |
| IGM iShares Expanded Tech Sector | 0.00% | 384 | $35K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.00% | 954 | $34K | No change |
| ICLN iShares Global Clean Energy | 0.00% | 3,000 | $34K | New |
| CDNS Cadence Design SYS Inc. | 0.00% | 134 | $34K | No change |
| EDIV State Street SPDR S&P Emergi | 0.00% | 950 | $34K | No change |
| MCHP Microchip Technology Inc. | 0.00% | 700 | $34K | No change |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.00% | 426 | $34K | No change |
| GILD Gilead Sciences Inc. | 0.00% | 300 | $34K | No change |
| FTXN First Trust Nasdaq Oil & Gas | 0.00% | 1,105 | $33K | No change |
| FXH First Trust Health Care Alph | 0.00% | 320 | $33K | No change |
| MFIC Midcap Financial Investment | 0.00% | 2,577 | $33K | No change |
| IWX iShares Russell Top 200 Valu | 0.00% | 400 | $33K | No change |
| DRLL Strive US Energy ETF | 0.00% | 1,100 | $33K | No change |
| MTRN Materion Corp. | 0.00% | 400 | $33K | No change |
| EOG EOG Resources Inc. | 0.00% | 250 | $32K | Add +0.8% |
| AON Aon PLC Class A | 0.00% | 80 | $32K | No change |
| DNP DNP Select Income Fund Inc. | 0.00% | 3,226 | $32K | No change |
| RVTY Revvity Inc. | 0.00% | 300 | $32K | No change |
| RWJ Invesco S&P Smallcap 600 | 0.00% | 777 | $32K | No change |
| BEN Franklin Templeton Inc. | 0.00% | 1,639 | $32K | Reduce -37.4% |
| SPEM State Street SP PTF Em ETF | 0.00% | 800 | $31K | No change |
| TMUS T-Mobile US Inc. | 0.00% | 117 | $31K | No change |
| TUR iShares MSCI Turkey ETF | 0.00% | 947 | $31K | No change |
| CEG Constellation Energy | 0.00% | 154 | $31K | No change |
| HPF John Hancock Prefer Inc. II | 0.00% | 1,863 | $31K | No change |
| BKR Baker Hughes Co. | 0.00% | 700 | $31K | No change |
| ABR Arbor Realty Trust Inc. | 0.00% | 2,615 | $31K | Add +3.5% |
| ETG Eaton Vance T/A GL DVD Incm | 0.00% | 1,683 | $31K | No change |
| FIX Comfort Systems USA Inc. | 0.00% | 94 | $30K | No change |
| NVT Nvent Electric PLC | 0.00% | 578 | $30K | No change |
| IGV iShares Expanded Tech-Softwa | 0.00% | 339 | $30K | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.00% | 301 | $30K | No change |
| AN Autonation Inc. | 0.00% | 184 | $30K | No change |
| IQLT iShares MSCI International Q | 0.00% | 750 | $30K | Reduce -3.2% |
| FNX First Trust Mid Cap Core Alp | 0.00% | 273 | $30K | No change |
| ONC Beone Medicines Ltd.-ADR filed as BEIGENE LTD | 0.00% | 108 | $29K | No change |
| XLC SS Comm Select Sector SPDR | 0.00% | 300 | $29K | No change |
| BSJR Invesco Bulletshares 2027 HY | 0.00% | 1,290 | $29K | No change |
| PNC PNC Financial Services Group | 0.00% | 164 | $29K | No change |
| ICOW Pacer Developed Markets Inte | 0.00% | 910 | $29K | Add +0.3% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.00% | 155 | $28K | No change |
| CNH CNH Industrial NV | 0.00% | 2,300 | $28K | No change |
| RDIV Invesco S&P Ultra Dividend | 0.00% | 570 | $28K | No change |
| MAA Mid-America Apartment Comm | 0.00% | 166 | $28K | No change |
| HMC Honda Motor Co. Ltd.-Spons ADR | 0.00% | 1,000 | $27K | No change |
| XLB SS Materials Select Sector | 0.00% | 315 | $27K | No change |
| ISCF iShares International Small | 0.00% | 800 | $27K | No change |
| GUT Gabelli Utility Trust | 0.00% | 5,000 | $27K | No change |
| FRT Federal Realty Invs Trust | 0.00% | 270 | $26K | No change |
| FTAI Ftai Aviation Ltd. | 0.00% | 235 | $26K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.00% | 100 | $26K | No change |
| SNREY Sunrise Communicat Class A | 0.00% | 530 | $26K | No change |
| WS Worthington Steel Inc. | 0.00% | 999 | $25K | No change |
| FPF First TR Interm Dur & Inc. | 0.00% | 1,375 | $25K | No change |
| BBH Vaneck Biotech ETF | 0.00% | 160 | $25K | No change |
| EEM iShares MSCI Emerging Market | 0.00% | 571 | $25K | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.00% | 2,400 | $25K | No change |
| FWONA Liberty Media Corp. Class A | 0.00% | 300 | $24K | Reduce -40.0% |
| UFOX Defiance Space and Connectiv | 0.00% | 575 | $24K | No change |
| EXC Exelon Corp. | 0.00% | 529 | $24K | Add +0.8% |
| CC The Chemours Co. | 0.00% | 1,780 | $24K | Add +0.2% |
| SCI Service Corp. International | 0.00% | 300 | $24K | No change |
| ALC Alcon Inc. filed as ALCON AG | 0.00% | 250 | $24K | No change |
| ACHR Archer Aviation Inc. Class A | 0.00% | 3,324 | $24K | No change |
| FHN First Horizon Corp. | 0.00% | 1,214 | $24K | No change |
| VST Vistra Corp. | 0.00% | 200 | $23K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.00% | 216 | $23K | No change |
| DTE DTE Energy Company | 0.00% | 169 | $23K | No change |
| NICE Nice Ltd. - Spon ADR | 0.00% | 150 | $23K | No change |
| USIG iShares Broad Usd Investment | 0.00% | 448 | $23K | No change |
| EWW iShares MSCI Mexico ETF | 0.00% | 447 | $23K | No change |
| ICF iShares Select U.S. REIT ETF | 0.00% | 370 | $23K | No change |
| DXYZ Destiny TECH100 Inc. | 0.00% | 640 | $23K | No change |
| POOL Pool Corp. | 0.00% | 71 | $23K | No change |
| FUL H.B. Fuller Co. filed as FULLER H B CO | 0.00% | 400 | $22K | No change |
| ISVL iShares International Develo | 0.00% | 600 | $22K | No change |
| DELL Dell Technologies -C | 0.00% | 244 | $22K | No change |
| FV First Trust DW Focus 5 Fund | 0.00% | 405 | $22K | No change |
| VTWO Vanguard Russell 2000 ETF | 0.00% | 275 | $22K | New |
| JHMM John Hancock Multi Fact Mid | 0.00% | 385 | $22K | No change |
| SOXL Direx Dail Semi Bu 3X Et-Usd | 0.00% | 1,365 | $22K | Add +6.2% |
| DAL Delta Air Lines Inc. | 0.00% | 498 | $22K | Add +30.4% |
| AEE Ameren Corporation | 0.00% | 214 | $22K | No change |
| MLPX Global X MLP & Energy Infras | 0.00% | 335 | $21K | No change |
| IR Ingersoll-Rand Inc. | 0.00% | 264 | $21K | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.00% | 21 | $21K | No change |
| PAYC Paycom Software Inc. | 0.00% | 94 | $21K | No change |
| IDU iShares US Utilities ETF | 0.00% | 200 | $20K | No change |
| IWY iShares Russell Top 200 Grow | 0.00% | 95 | $20K | Add +11.8% |
| EQT Eqt Corp. | 0.00% | 375 | $20K | No change |
| DDOG Datadog Inc. Class A | 0.00% | 200 | $20K | No change |
| VGIT Vanguard Intermediate-Term T | 0.00% | 334 | $20K | No change |
| ALE Allete Inc. | 0.00% | 300 | $20K | No change |
| FTV Fortive Corp. | 0.00% | 269 | $20K | No change |
| BHK BlackRock Core Bond Trust | 0.00% | 1,800 | $20K | No change |
| ADSK Autodesk Inc. | 0.00% | 74 | $19K | No change |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.00% | 148 | $19K | No change |
| LBTYA Liberty Global Ltd. Class A | 0.00% | 1,650 | $19K | No change |
| BB Blackberry Ltd. | 0.00% | 5,000 | $19K | No change |
| MUSA Murphy USA Inc. | 0.00% | 40 | $19K | No change |
| UBSI United Bankshares Inc. | 0.00% | 542 | $19K | No change |
| ITT Itt Inc. | 0.00% | 145 | $19K | No change |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.00% | 790 | $19K | No change |
| EXE Expand Energy Corp. | 0.00% | 165 | $18K | No change |
| NUEM Nuveen ESG Emerging Markets | 0.00% | 620 | $18K | No change |
| CFFI C & F Financial Corp. filed as C & F FINL CORP | 0.00% | 268 | $18K | No change |
| CHD Church & Dwight Co. Inc. | 0.00% | 161 | $18K | No change |
| APH Amphenol Corp. Class A | 0.00% | 268 | $18K | No change |
| OEF iShares S&P 100 ETF | 0.00% | 64 | $17K | No change |
| QYLD Global X Nasd 100 Cov Call | 0.00% | 1,000 | $17K | No change |
| GGAL Grupo Financiero Galicia-ADR | 0.00% | 303 | $17K | Add +1.0% |
| CLF Cleveland-Cliffs Inc. | 0.00% | 2,000 | $16K | No change |
| POWL Powell Industries Inc. | 0.00% | 95 | $16K | No change |
| VONV Vanguard Russell 1000 Value | 0.00% | 194 | $16K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.00% | 45 | $16K | Reduce -65.4% |
| XYZ Block Inc. | 0.00% | 291 | $16K | No change |
| VNOM Viper Energy Inc. | 0.00% | 350 | $16K | No change |
| PNFP Pinnacle Financial Partners | 0.00% | 148 | $16K | No change |
| SEIC Sei Investments Company | 0.00% | 200 | $16K | No change |
| ES Eversource Energy | 0.00% | 246 | $15K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.00% | 130 | $15K | No change |
| SCMB Schwab Municipal Bond ETF | 0.00% | 600 | $15K | New |
| CASY Casey's General Stores Inc. | 0.00% | 35 | $15K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.00% | 124 | $15K | No change |
| EAT Brinker International Inc. | 0.00% | 100 | $15K | No change |
| CR Crane Co. | 0.00% | 95 | $15K | No change |
| TTC Toro Co. | 0.00% | 200 | $15K | No change |
| TRI Thomson Reuters Corp. | 0.00% | 84 | $15K | Add +600.0% |
| MPWR Monolithic Power Systems Inc. | 0.00% | 25 | $15K | No change |
| LSCC Lattice Semiconductor Corp. | 0.00% | 275 | $14K | No change |
| PRI Primerica Inc. | 0.00% | 50 | $14K | No change |
| IYM iShares U.S. Basic Materials | 0.00% | 105 | $14K | No change |
| MSCI MSCI Inc. | 0.00% | 25 | $14K | Reduce -28.6% |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 1,409 | $14K | No change |
| VNQI Vanguard GLBL Ex-US Real Est | 0.00% | 347 | $14K | No change |
| RRC Range Resources Corp. | 0.00% | 350 | $14K | No change |
| DPZ Domino's Pizza Inc. | 0.00% | 30 | $14K | New |
| CNR Core Natural Resources Inc. | 0.00% | 175 | $13K | No change |
| JBL Jabil Inc. | 0.00% | 98 | $13K | No change |
| GSY Invesco Ultra Short Duration | 0.00% | 265 | $13K | New |
| TPL Texas Pacific Land Corp. | 0.00% | 10 | $13K | New |
| BABA Alibaba Group Holding-SP ADR | 0.00% | 100 | $13K | No change |
| ERX Direxion Daily Enrgy BL2X-Ui | 0.00% | 200 | $13K | No change |
| CBOE Cboe Global Markets Inc. | 0.00% | 57 | $13K | No change |
| IVOV Vanguard S&P Mid-Cap 400 Val | 0.00% | 138 | $13K | No change |
| FBIN Fortune Brands Innovations I | 0.00% | 200 | $12K | No change |
| VTRS Viatris Inc. | 0.00% | 1,397 | $12K | Reduce -0.5% |
| ARKK ARK Innovation ETF | 0.00% | 250 | $12K | No change |
| FDS Factset Research Systems Inc. | 0.00% | 26 | $12K | No change |
| WAB Wabtec Corp. | 0.00% | 65 | $12K | No change |
| WCC Wesco International Inc. | 0.00% | 75 | $12K | No change |
| KYN Kayne Anderson Energy Infra | 0.00% | 900 | $12K | No change |
| VOOV Vanguard S&P 500 Value ETF | 0.00% | 62 | $11K | No change |
| FWRD Forward Air Corp. | 0.00% | 565 | $11K | No change |
| IAI iShares U.S. Broker-Dealers | 0.00% | 81 | $11K | No change |
| LNTH Lantheus Holdings Inc. | 0.00% | 115 | $11K | No change |
| LIT Global X Lithium & Battery T | 0.00% | 285 | $11K | No change |
| ITA iShares U.S. Aerospace & Def | 0.00% | 72 | $11K | No change |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.00% | 300 | $11K | No change |
| SU Suncor Energy Inc. | 0.00% | 280 | $11K | No change |
| MIN Aberdeen Intermediate Inc. FD | 0.00% | 4,000 | $11K | No change |
| SXC Suncoke Energy Inc. | 0.00% | 1,153 | $11K | Add +1.3% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.00% | 190 | $10K | Reduce -81.4% |
| SOLV Solventum Corp. | 0.00% | 136 | $10K | No change |
| GAP The Gap Inc. | 0.00% | 500 | $10K | No change |
| SPXC SPX Technologies Inc. | 0.00% | 80 | $10K | No change |
| APO Apollo Global Management Inc. | 0.00% | 75 | $10K | No change |
| RGP Resources Connection Inc. | 0.00% | 1,570 | $10K | Add +0.6% |
| SHY iShares 1-3 Year Treasury Bo | 0.00% | 124 | $10K | Reduce -54.7% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.00% | 139 | $10K | No change |
| PMO Franklin Muncipl Opps Tst-Ui | 0.00% | 1,000 | $10K | No change |
| VRSN Verisign Inc. | 0.00% | 40 | $10K | No change |
| XMQTX BlackRock Muniyield QLTY II | 0.00% | 1,000 | $10K | No change |
| RYN Rayonier Inc. | 0.00% | 357 | $10K | Add +5.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.00% | 200 | $10K | New |
| OXY Occidental Petroleum Corp. | 0.00% | 200 | $10K | No change |
| NJR New Jersey Resources Corp. | 0.00% | 200 | $10K | No change |
| FLMI Franklin Dynamic Municipal B | 0.00% | 400 | $10K | New |
| TTWO Take-Two Interactive Softwre | 0.00% | 47 | $10K | No change |
| AMTM Amentum Holdings Inc. | 0.00% | 525 | $10K | Reduce -43.2% |
| NUKZ Range Nuclear Renaissance filed as EXCHANGE TRADED CONCEPTS TRU | 0.00% | 250 | $10K | New |
| TIP iShares Tips Bond ETF | 0.00% | 84 | $9K | Reduce -70.4% |
| BSJQ Invesco Bulletshares 2026 HY | 0.00% | 400 | $9K | No change |
| OGN Organon & Co. | 0.00% | 619 | $9K | Add +0.8% |
| BSJS Invesco Bulletshares 2028 HY | 0.00% | 425 | $9K | No change |
| RETL Dirxin DLY Retl BL 3X ETF-Ui | 0.00% | 1,500 | $9K | No change |
| DASH DoorDash Inc. Class A | 0.00% | 50 | $9K | No change |
| GPK Graphic Packaging Holding Co. | 0.00% | 350 | $9K | No change |
| BSJT Invesco Bulletshares 2029 HY | 0.00% | 430 | $9K | New |
| WH Wyndham Hotels & Resorts Inc. | 0.00% | 100 | $9K | Reduce -33.3% |
| BIPC Brookfield Infrastructure-A | 0.00% | 249 | $9K | No change |
| RMD Resmed Inc. | 0.00% | 40 | $9K | No change |
| UHS Universal Health Services-B | 0.00% | 47 | $9K | No change |
| DRI Darden Restaurants Inc. | 0.00% | 42 | $9K | No change |
| MHD BlackRock Muniholdings Fund | 0.00% | 740 | $9K | No change |
| BSCP Invesco Bulletshares 2025 CB | 0.00% | 418 | $9K | Reduce -100.0% |
| CAVA Cava Group Inc. | 0.00% | 100 | $9K | New |
| RJF Raymond James Financial Inc. | 0.00% | 61 | $8K | No change |
| SAIA Saia Inc. | 0.00% | 24 | $8K | No change |
| STE Steris PLC | 0.00% | 37 | $8K | No change |
| EPP iShares MSCI Pacific Ex Japa | 0.00% | 189 | $8K | No change |
| HXL Hexcel Corp. | 0.00% | 150 | $8K | No change |
| IWO iShares Russell 2000 Growth | 0.00% | 32 | $8K | No change |
| WTS Watts Water Technologies-A | 0.00% | 40 | $8K | No change |
| WST West Pharmaceutical Services | 0.00% | 36 | $8K | No change |
| VRSK Verisk Analytics Inc. | 0.00% | 27 | $8K | No change |
| WCN Waste Connections Inc. | 0.00% | 41 | $8K | No change |
| XRAY Dentsply Sirona Inc. | 0.00% | 533 | $8K | No change |
| LBRT Liberty Energy Inc. | 0.00% | 500 | $8K | No change |
| TEAM Atlassian Corp. Class A | 0.00% | 37 | $8K | No change |
| VAL Valaris Ltd. | 0.00% | 200 | $8K | No change |
| FITB Fifth Third Bancorp | 0.00% | 200 | $8K | No change |
| XMVTX BlackRock Munivest Fund II | 0.00% | 740 | $8K | No change |
| MSM MSC Industrial Direct Co. Class A | 0.00% | 100 | $8K | No change |
| IYE iShares U.S. Energy ETF | 0.00% | 157 | $8K | No change |
| PEJ Invesco Leisure & Entertainm | 0.00% | 158 | $8K | No change |
| QLYS Qualys Inc. | 0.00% | 61 | $8K | No change |
| HYD Vaneck High Yield Muni ETF | 0.00% | 150 | $8K | New |
| PLUS Eplus Inc. | 0.00% | 125 | $8K | Reduce -50.0% |
| PWR Quanta Services Inc. | 0.00% | 30 | $8K | Reduce -60.0% |
| LYB Lyondellbasell Indu Class A | 0.00% | 107 | $8K | No change |
| EINC Vaneck Energy Income ETF | 0.00% | 75 | $7K | No change |
| IEUR iShares Core MSCI Europe ETF | 0.00% | 124 | $7K | No change |
| CALM Cal-Maine Foods Inc. | 0.00% | 82 | $7K | Add +1.2% |
| MFM Aberdeen Municipal Income | 0.00% | 1,385 | $7K | Add +0.7% |
| PLUG Plug Power Inc. | 0.00% | 5,400 | $7K | No change |
| VRT Vertiv Holdings Co. Class A | 0.00% | 100 | $7K | Reduce -50.0% |
| ALB Albemarle Corp. | 0.00% | 100 | $7K | No change |
| SFST Southern First Bancshares | 0.00% | 218 | $7K | No change |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.00% | 100 | $7K | No change |
| EVX Vaneck Environmental Service | 0.00% | 200 | $7K | No change |
| LYV Live Nation Entertainment Inc. | 0.00% | 53 | $7K | No change |
| MMS Maximus Inc. | 0.00% | 100 | $7K | Reduce -50.0% |
| FDIQ Inv BLB Fin Data PRV ETF-Usi | 0.00% | 120 | $7K | No change |
| SPSC SPS Commerce Inc. | 0.00% | 50 | $7K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.00% | 139 | $7K | Add +826.7% |
| ARKG ARK Genomic Revolution ETF | 0.00% | 312 | $6K | No change |
| FTRE Fortrea Holdings Inc. | 0.00% | 853 | $6K | Reduce -45.1% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.00% | 66 | $6K | No change |
| NUSC Nuveen ESG Small-Cap ETF | 0.00% | 167 | $6K | No change |
| SYNA Synaptics Inc. | 0.00% | 100 | $6K | No change |
| NEAR iShares SH Dba ETF Usd Inc. | 0.00% | 125 | $6K | No change |
| FTI Technipfmc PLC | 0.00% | 200 | $6K | New |
| LEN Lennar Corp. Class A | 0.00% | 55 | $6K | No change |
| AA Alcoa Corp. | 0.00% | 205 | $6K | No change |
| IBLC iShares Blockchain & Tech | 0.00% | 250 | $6K | No change |
| VVV Valvoline Inc. | 0.00% | 176 | $6K | No change |
| AAP Advance Auto Parts Inc. | 0.00% | 155 | $6K | Reduce -6.1% |
| PENN Penn Entertainment Inc. | 0.00% | 370 | $6K | No change |
| FN Fabrinet | 0.00% | 30 | $6K | No change |
| QDF NT Qual Div ETF | 0.00% | 86 | $6K | No change |
| SNA Snap-on Inc. | 0.00% | 17 | $6K | No change |
| BIIB Biogen Inc. | 0.00% | 40 | $5K | No change |
| SW Smurfit Westrock PLC | 0.00% | 117 | $5K | No change |
| PPH Vaneck Pharmaceutical ETF | 0.00% | 58 | $5K | No change |
| HRL Hormel Foods Corp. | 0.00% | 170 | $5K | No change |
| EAF Graftech International Ltd. | 0.00% | 6,011 | $5K | No change |
| POLESTAR AUTOMOTIVE HLDG UK | 0.00% | 5,000 | $5K | No change |
| PAY Paymentus Holdings Inc. Class A | 0.00% | 200 | $5K | No change |
| JETS US Global Jets ETF | 0.00% | 250 | $5K | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.00% | 78 | $5K | No change |
| EVGO Evgo Inc. | 0.00% | 1,920 | $5K | No change |
| HII Huntington Ingalls Industrie | 0.00% | 25 | $5K | No change |
| PSA Public Storage | 0.00% | 17 | $5K | No change |
| IIM Invesco Value Municipal Inco | 0.00% | 422 | $5K | No change |
| TRP TC Energy Corp. | 0.00% | 104 | $5K | No change |
| NNE Nano Nuclear Energy Inc. | 0.00% | 180 | $5K | New |
| QQQX Nuveen Nasdaq 100 DYN Overwr | 0.00% | 200 | $5K | No change |
| LDOS Leidos Holdings Inc. | 0.00% | 35 | $5K | No change |
| SAIL Sailpoint Inc. | 0.00% | 250 | $5K | New |
| PFF iShares Preferred & Income S | 0.00% | 152 | $5K | No change |
| CRL Charles River Laboratories | 0.00% | 31 | $5K | No change |
| PRKS United Parks & Resorts Inc. | 0.00% | 100 | $5K | No change |
| FCX Freeport-McMoran Inc. | 0.00% | 119 | $5K | Reduce -71.6% |
| AHCO Adapthealth Corp. | 0.00% | 415 | $4K | No change |
| REM iShares Mortgage Real Estate | 0.00% | 200 | $4K | No change |
| PRSU Pursuit Attractions and Hosp | 0.00% | 126 | $4K | No change |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.00% | 100 | $4K | No change |
| FF Futurefuel Corp. | 0.00% | 1,122 | $4K | Add +1.4% |
| AMPH Amphastar Pharmaceuticals Inc. | 0.00% | 150 | $4K | No change |
| CATO Cato Corp. Class A | 0.00% | 1,297 | $4K | No change |
| ESPR Esperion Therapeutics Inc. | 0.00% | 3,000 | $4K | New |
| NEM Newmont Corp. | 0.00% | 87 | $4K | No change |
| TLT iShares 20+ Year Treasury BD | 0.00% | 46 | $4K | No change |
| NCLH Norwegian Cruise Line Holdin | 0.00% | 220 | $4K | No change |
| HLN Haleon PLC-ADR | 0.00% | 400 | $4K | No change |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.00% | 50 | $4K | No change |
| PINS Pinterest Inc. Class A | 0.00% | 126 | $4K | No change |
| PAA Plains All Amer Pipeline LP | 0.00% | 191 | $4K | No change |
| NUV Nuveen Municipal Value | 0.00% | 434 | $4K | Add +0.5% |
| FIZZ National Beverage Corp. | 0.00% | 90 | $4K | New |
| DIOD Diodes Inc. | 0.00% | 86 | $4K | No change |
| NRG NRG Energy Inc. | 0.00% | 38 | $4K | No change |
| FLR Fluor Corp. | 0.00% | 100 | $4K | No change |
| HNST The Honest Co. Inc. | 0.00% | 759 | $4K | Add +0.7% |
| PJT PJT Partners Inc. Class A | 0.00% | 25 | $3K | No change |
| XEL Xcel Energy Inc. | 0.00% | 48 | $3K | No change |
| AIG American International Group | 0.00% | 39 | $3K | No change |
| SMR Nuscale Power Corp. | 0.00% | 235 | $3K | New |
| CAKE The Cheesecake Factory Inc. | 0.00% | 68 | $3K | No change |
| MOH Molina Healthcare Inc. | 0.00% | 10 | $3K | No change |
| MPC Marathon Petroleum Corp. | 0.00% | 22 | $3K | No change |
| SPTS SS SPDR P St Term TSY ETF | 0.00% | 108 | $3K | No change |
| KD Kyndryl Holdings Inc. | 0.00% | 99 | $3K | No change |
| IYH iShares U.S. Healthcare ETF | 0.00% | 51 | $3K | No change |
| AMC AMC Entertainment HLDS Class A | 0.00% | 1,067 | $3K | No change |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.00% | 211 | $3K | No change |
| GM General Motors Co. | 0.00% | 59 | $3K | No change |
| ENS Enersys | 0.00% | 30 | $3K | No change |
| BFLY Butterfly Network Inc. | 0.00% | 1,200 | $3K | No change |
| PLD Prologis Inc. | 0.00% | 24 | $3K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.00% | 42 | $3K | No change |
| MBC Masterbrand Inc. | 0.00% | 200 | $3K | No change |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 0.00% | 50 | $3K | No change |
| RBLX Roblox Corp. Class A | 0.00% | 44 | $3K | No change |
| AVDX Avidxchange Holdings Inc. | 0.00% | 300 | $3K | No change |
| VALE Vale SA-SP ADR | 0.00% | 250 | $2K | No change |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 200 | $2K | No change |
| XIFR XPLR Infrastructure LP | 0.00% | 261 | $2K | No change |
| SLV iShares Silver Trust | 0.00% | 80 | $2K | No change |
| TDC Teradata Corp. | 0.00% | 106 | $2K | No change |
| OKLO Oklo Inc. | 0.00% | 110 | $2K | New |
| WTW Willis Towers Watson PLC | 0.00% | 7 | $2K | No change |
| BOX Box Inc. Class A | 0.00% | 75 | $2K | No change |
| GDXJ Vaneck Junior Gold Miners | 0.00% | 40 | $2K | No change |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.00% | 80 | $2K | No change |
| EA Electronic Arts Inc. | 0.00% | 15 | $2K | No change |
| ABNB Airbnb Inc. Class A | 0.00% | 18 | $2K | No change |
| SPAB SS SPDR P Agg Bond ETF | 0.00% | 81 | $2K | No change |
| DOCU Docusign Inc. | 0.00% | 25 | $2K | No change |
| DJT Trump Media & Technology Gro | 0.00% | 100 | $2K | No change |
| ROST Ross Stores Inc. | 0.00% | 15 | $2K | No change |
| GOEX Global X Gold Explorers ETF | 0.00% | 50 | $2K | No change |
| UPST Upstart Holdings Inc. | 0.00% | 41 | $2K | No change |
| SYF Synchrony Financial | 0.00% | 35 | $2K | No change |
| ZM Zoom Communications Inc. | 0.00% | 25 | $2K | No change |
| RXRX Recursion Pharmaceuticals-A | 0.00% | 347 | $2K | No change |
| TAP Molson Coors Beverage Co. Class B | 0.00% | 30 | $2K | No change |
| ROK Rockwell Automation Inc. | 0.00% | 7 | $2K | No change |
| LVS Las Vegas Sands Corp. | 0.00% | 46 | $2K | No change |
| FLO Flowers Foods Inc. | 0.00% | 94 | $2K | No change |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.00% | 40 | $2K | No change |
| LEA Lear Corp. | 0.00% | 20 | $2K | No change |
| AVD American Vanguard Corp. | 0.00% | 400 | $2K | Add +100.0% |
| MANH Manhattan Associates Inc. | 0.00% | 10 | $2K | No change |
| REZ Ishars Res and Multi Reales | 0.00% | 20 | $2K | New |
| RACE Ferrari NV | 0.00% | 4 | $2K | No change |
| WYNN WYNN Resorts Ltd. | 0.00% | 20 | $2K | No change |
| SKT Tanger Inc. | 0.00% | 50 | $2K | No change |
| FOX Fox Corp. Class B | 0.00% | 32 | $2K | No change |
| APTV Aptiv PLC | 0.00% | 28 | $2K | No change |
| GRX Gabelli Healthcare & Well | 0.00% | 164 | $2K | No change |
| ETSY Etsy Inc. | 0.00% | 35 | $2K | No change |
| DTM DT Midstream Inc. | 0.00% | 17 | $2K | No change |
| FR First Industrial Realty TR | 0.00% | 30 | $2K | No change |
| TTEK Tetra Tech Inc. | 0.00% | 55 | $2K | No change |
| SIL Global X Silver Miners ETF | 0.00% | 40 | $2K | No change |
| CMPS Compass Pathways PLC | 0.00% | 550 | $2K | No change |
| PCAR Paccar Inc. | 0.00% | 15 | $1K | No change |
| LLYVA Liberty Media Corp.-Liberty-A | 0.00% | 21 | $1K | No change |
| KLG WK Kellogg Co. | 0.00% | 65 | $1K | No change |
| HDSN Hudson Technologies Inc. | 0.00% | 200 | $1K | No change |
| AEG Aegon Ltd.-NY Reg SHR | 0.00% | 184 | $1K | No change |
| UA Under Armour Inc. Class C | 0.00% | 201 | $1K | No change |
| GL Globe Life Inc. | 0.00% | 9 | $1K | No change |
| PBJ Invesco Food & Beverage ETF | 0.00% | 25 | $1K | No change |
| URA Global X Uranium ETF | 0.00% | 50 | $1K | No change |
| AES AES Corp. | 0.00% | 90 | $1K | No change |
| FIP Ftai Infrastructure Inc. | 0.00% | 246 | $1K | Add +0.4% |
| CHTR Charter Communications Inc. Class A | 0.00% | 3 | $1K | No change |
| IXG iShares Global Financials Et | 0.00% | 10 | $1K | No change |
| SONO Sonos Inc. | 0.00% | 95 | $1K | No change |
| MAT Mattel Inc. | 0.00% | 50 | $972 | No change |
| ENPH Enphase Energy Inc. | 0.00% | 15 | $931 | No change |
| HAL Halliburton Co. | 0.00% | 36 | $913 | No change |
| QS Quantumscape Corp. | 0.00% | 200 | $832 | No change |
| MRP Millrose Properties | 0.00% | 27 | $716 | No change |
| LNT Alliant Energy Corp. | 0.00% | 11 | $708 | No change |
| EIX Edison International | 0.00% | 12 | $707 | No change |
| ELF Elf Beauty Inc. | 0.00% | 11 | $691 | No change |
| ECPG Encore Capital Group Inc. | 0.00% | 20 | $686 | New |
| AOS Smith (a.o.) Corp. | 0.00% | 10 | $654 | No change |
| TDOC Teladoc Health Inc. | 0.00% | 80 | $637 | No change |
| HST Host Hotels & Resorts Inc. | 0.00% | 40 | $568 | No change |
| BATRK Atlanta Braves Holdings in-C | 0.00% | 14 | $560 | No change |
| SOBO South Bow Corp. | 0.00% | 20 | $510 | No change |
| ALK Alaska Air Group Inc. | 0.00% | 10 | $492 | No change |
| ALGN Align Technology Inc. | 0.00% | 3 | $477 | No change |
| PARAA Paramount Global Class B | 0.00% | 39 | $466 | Reduce -97.8% |
| MSGE Madison Square Garden Entert | 0.00% | 14 | $458 | No change |
| SPHR Sphere Entertainment Co. | 0.00% | 14 | $458 | No change |
| NVCR Novocure Ltd. | 0.00% | 25 | $446 | No change |
| REZI Resideo Technologies Inc. | 0.00% | 25 | $443 | No change |
| PTON Peloton Interactive Inc. Class A | 0.00% | 65 | $411 | No change |
| RICK Rci Hospitality Holdings Inc. | 0.00% | 9 | $386 | No change |
| NUS Nu Skin Enterprises Inc. Class A | 0.00% | 50 | $363 | No change |
| BW Babcock & Wilcox Enterpr | 0.00% | 500 | $336 | No change |
| LE Lands' End Inc. | 0.00% | 30 | $305 | No change |
| FMC FMC Corp. | 0.00% | 7 | $295 | No change |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 0.00% | 3 | $262 | No change |
| SE Sea Ltd.-ADR | 0.00% | 2 | $261 | No change |
| VFC VF Corp. | 0.00% | 16 | $248 | No change |
| RCUS Arcus Biosciences Inc. | 0.00% | 30 | $236 | No change |
| NB Niocorp Developments Ltd. | 0.00% | 100 | $197 | No change |
| EMBC Embecta Corp. | 0.00% | 15 | $191 | Reduce -25.0% |
| ZIMV Zimvie Inc. | 0.00% | 16 | $173 | Reduce -61.0% |
| CRON Cronos Group Inc. | 0.00% | 79 | $143 | No change |
| INGR Ingredion Inc. | 0.00% | 1 | $137 | No change |
| KTB Kontoor Brands Inc. | 0.00% | 2 | $128 | No change |
| ONL Orion Properties Inc. | 0.00% | 56 | $120 | No change |
| BG Bunge Global SA | 0.00% | 1 | $114 | No change |
| CHPT Chargepoint Holdings Inc. | 0.00% | 100 | $61 | No change |
| NWE Northwestern Energy Group Inc. | 0.00% | 1 | $60 | No change |
| FUBO Fubotv Inc. | 0.00% | 20 | $58 | New |
| DM Desktop Metal Inc. Class A | 0.00% | 10 | $49 | No change |
| UPLD Upland Software Inc. | 0.00% | 17 | $49 | No change |
| ORI Old Republic Intl Corp. | 0.00% | 1 | $40 | No change |
| NERV Minerva Neurosciences Inc. | 0.00% | 12 | $20 | No change |
| SOUN Soundhound AI Inc. Class A | 0.00% | 1 | $8 | No change |
| CGC Canopy Growth Corp. | 0.00% | 4 | $4 | No change |