| VUG Vanguard Mrngstar GR ETF-Sui | 6.22% | 100,232 | $41.1M | Reduce -4.3% |
| BND Vanguard Total Bond Market | 4.82% | 443,465 | $31.9M | Reduce -0.7% |
| IEFA iShares Core MSCI Eafe ETF | 3.45% | 324,963 | $22.8M | Reduce -0.7% |
| MSFT Microsoft Corp. | 3.09% | 48,481 | $20.4M | Add +3.0% |
| AAPL Apple Inc. | 2.76% | 72,868 | $18.2M | Add +6.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.85% | 72,344 | $12.2M | Reduce -2.1% |
| VIG Vanguard Dividend Apprec ETF | 1.78% | 60,194 | $11.8M | Add +1.5% |
| SCHG Schwab US Large-Cap Growth | 1.73% | 411,012 | $11.5M | Reduce -56.3% |
| MOAT Vaneck Morningstar Wide Moat | 1.71% | 121,783 | $11.3M | Reduce -8.6% |
| V Visa Inc. Class A | 1.65% | 34,469 | $10.9M | Add +1.3% |
| BBUS JPMorgan Betabuilders US Equ | 1.60% | 99,720 | $10.6M | Add +14.3% |
| OMFL Invesco Russell 1000 DYN M/F | 1.54% | 187,717 | $10.2M | Reduce -3.6% |
| VGIT Vanguard Intermediate-Term T | 1.53% | 174,495 | $10.1M | Add +0.3% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.52% | 302,422 | $10.0M | Reduce -20.8% |
| AMZN Amazon.com Inc. | 1.48% | 44,670 | $9.8M | Add +2.0% |
| SHV iShares 0-1 Year Treasury Bo | 1.46% | 87,734 | $9.7M | Reduce -9.8% |
| NVDA Nvidia Corp. | 1.39% | 68,393 | $9.2M | Add +0.3% |
| JQUA JPMorgan US Quality Factor | 1.38% | 159,236 | $9.1M | Reduce -18.1% |
| AVGO Broadcom Inc. | 1.36% | 38,723 | $9.0M | Add +0.6% |
| BSV Vanguard Short-Term Bond ETF | 1.31% | 111,925 | $8.6M | Reduce -0.7% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 1.21% | 338,303 | $8.0M | Reduce -64.5% |
| JPST JPMorgan Ultra-Short Income | 1.05% | 138,324 | $7.0M | Reduce -0.6% |
| GEM Goldman Sachs Activebeta Em | 1.05% | 216,646 | $6.9M | Reduce -3.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.03% | 24,402 | $6.8M | Reduce -24.9% |
| AIQ Global X Art Intel & Tech | 1.02% | 175,418 | $6.8M | Reduce -1.3% |
| XT Ishar Fture Exp Tech ETF-Usd | 1.02% | 112,905 | $6.7M | Reduce -3.5% |
| EEMV iShares MSCI Emg MKT Min Vol | 1.01% | 114,973 | $6.7M | Reduce -4.7% |
| GOOGL Alphabet Inc. Class A | 0.99% | 34,741 | $6.6M | Add +2.1% |
| VIGI Vanguard Int Div App Indx FD | 0.98% | 81,106 | $6.5M | Reduce -7.4% |
| DFAE Dimensional Emerging Core Eq | 0.95% | 246,859 | $6.3M | Add +29.9% |
| GLDM SPDR Gold Minishares Trust | 0.93% | 117,927 | $6.1M | Add +3.7% |
| SAMT Strategas Macro Them Opps | 0.84% | 191,853 | $5.6M | Add +5.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.83% | 12,126 | $5.5M | Add +2.9% |
| GSIE Goldman Sachs Activebeta Int | 0.79% | 157,639 | $5.3M | Reduce -3.7% |
| COST Costco Wholesale Corp. | 0.75% | 5,431 | $5.0M | Add +1.1% |
| XLF SS Financial Select Sector | 0.74% | 101,216 | $4.9M | Reduce -1.9% |
| JPM JPMorgan Chase & Co. | 0.72% | 19,914 | $4.8M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 0.70% | 24,208 | $4.6M | Add +3.5% |
| UNH Unitedhealth Group Inc. | 0.68% | 8,939 | $4.5M | Add +1.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.65% | 21,528 | $4.3M | Reduce -33.2% |
| RSP Invesco S&P 500 Equal Weight | 0.62% | 23,235 | $4.1M | Add +0.1% |
| HD Home Depot Inc. | 0.57% | 9,763 | $3.8M | Reduce -0.3% |
| MA Mastercard Inc. Class A | 0.57% | 7,169 | $3.8M | Add +7.9% |
| COR Cencora Inc. | 0.55% | 16,049 | $3.6M | Add +1.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.52% | 17,435 | $3.4M | Reduce -0.7% |
| VYM Vanguard High DVD Yield ETF | 0.52% | 26,936 | $3.4M | Add +15.9% |
| WMT Walmart Inc. | 0.52% | 38,001 | $3.4M | Reduce -3.2% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.52% | 16,098 | $3.4M | Add +1.6% |
| ANET Arista Networks Inc. | 0.51% | 30,617 | $3.4M | Add +0.2% |
| LLY Eli Lilly & Co. | 0.48% | 4,152 | $3.2M | Add +1.7% |
| LMT Lockheed Martin Corp. | 0.48% | 6,579 | $3.2M | Add +1.1% |
| PCTY Paylocity Holding Corp. | 0.48% | 15,896 | $3.2M | Reduce -6.7% |
| VWO Vanguard Ftse Emerging Marke | 0.46% | 69,718 | $3.1M | Reduce -16.9% |
| XOM Exxon Mobil Corp. | 0.46% | 28,190 | $3.0M | Reduce -0.1% |
| VGT Vanguard Info Tech ETF | 0.45% | 4,765 | $3.0M | No change |
| NEE Nextera Energy Inc. | 0.44% | 40,925 | $2.9M | Reduce -0.0% |
| TXN Texas Instruments Inc. | 0.43% | 15,130 | $2.8M | Reduce -1.9% |
| RECS Columbia Resear Enh Cor ETF | 0.43% | 81,254 | $2.8M | New |
| DCOR Dimensional US Core Eq 1 ETF | 0.42% | 43,470 | $2.8M | New |
| FIS Fidelity National Info Serv | 0.41% | 33,443 | $2.7M | Add +14.4% |
| CRM Salesforce Inc. | 0.41% | 8,024 | $2.7M | Add +3.0% |
| AMAT Applied Materials Inc. | 0.40% | 16,463 | $2.7M | Add +5.0% |
| PG The Procter & Gamble Co. | 0.39% | 15,513 | $2.6M | Reduce -1.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.39% | 31,337 | $2.6M | Reduce -1.4% |
| INTU Intuit Inc. | 0.39% | 4,079 | $2.6M | Add +0.6% |
| MCD McDonald's Corp. | 0.39% | 8,821 | $2.6M | Add +0.5% |
| USMV iShares MSCI USA Min Vol Fac | 0.37% | 27,566 | $2.4M | Add +24.2% |
| DFIC Dimensional International Co. | 0.36% | 93,374 | $2.4M | New |
| SSNC Ss&c Technologies Holdings | 0.36% | 31,544 | $2.4M | Add +3.4% |
| VEA Vanguard Ftse Developed ETF | 0.36% | 49,885 | $2.4M | Add +4.0% |
| IQV Iqvia Holdings Inc. | 0.36% | 11,968 | $2.4M | Add +4.5% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.35% | 112,738 | $2.3M | Reduce -1.2% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.34% | 90,962 | $2.3M | Reduce -2.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 3,877 | $2.3M | Add +1.7% |
| NFLX Netflix Inc. | 0.34% | 2,539 | $2.3M | Add +1.3% |
| AOA iShares Core 80/20 Aggressiv | 0.33% | 28,788 | $2.2M | Reduce -2.5% |
| TMO Thermo Fisher Scientific Inc. | 0.32% | 4,101 | $2.1M | Add +2.0% |
| SNA Snap-on Inc. | 0.32% | 6,240 | $2.1M | Add +0.1% |
| ACN Accenture PLC Class A | 0.31% | 5,877 | $2.1M | Add +1.8% |
| IBDX iShares Ibonds Dec 2032 TC | 0.31% | 83,732 | $2.1M | Reduce -1.1% |
| VLO Valero Energy Corp. | 0.30% | 16,407 | $2.0M | Add +4.4% |
| GD General Dynamics Corp. | 0.30% | 7,599 | $2.0M | Add +2.3% |
| APD Air Products & Chemicals Inc. | 0.30% | 6,835 | $2.0M | Add +1.4% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 0.29% | 75,627 | $1.9M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.29% | 8,699 | $1.9M | Reduce -0.2% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.29% | 75,589 | $1.9M | Add +3.1% |
| PLTR Palantir Technologies Inc. Class A | 0.28% | 24,821 | $1.9M | Reduce -33.2% |
| FISV Fiserv Inc. | 0.28% | 8,999 | $1.8M | Add +0.6% |
| DFAS Dimensional US Small Cap ETF | 0.28% | 28,011 | $1.8M | Reduce -49.9% |
| PCAR Paccar Inc. | 0.27% | 17,418 | $1.8M | Add +0.5% |
| FAST Fastenal Co. | 0.27% | 25,100 | $1.8M | Add +1.4% |
| DIHP Dimensional International Hi | 0.27% | 71,315 | $1.8M | New |
| AWK American Water Works Co. Inc. | 0.27% | 14,442 | $1.8M | Add +1.4% |
| IWM iShares Russell 2000 ETF | 0.27% | 7,950 | $1.8M | Add +0.1% |
| UNP Union Pacific Corp. | 0.26% | 7,679 | $1.8M | Reduce -1.9% |
| BILL Bill Holdings Inc. | 0.26% | 20,515 | $1.7M | No change |
| AME Ametek Inc. | 0.25% | 9,123 | $1.6M | Add +0.5% |
| LOW Lowe's Cos Inc. | 0.24% | 6,533 | $1.6M | Reduce -6.1% |
| ADBE Adobe Inc. | 0.24% | 3,622 | $1.6M | Add +13.0% |
| CVX Chevron Corp. | 0.24% | 11,117 | $1.6M | Add +0.9% |
| MUB iShares National Muni Bond E | 0.24% | 14,929 | $1.6M | Add +15.6% |
| HON Honeywell International Inc. | 0.24% | 7,014 | $1.6M | Reduce -0.4% |
| AMD Advanced Micro Devices | 0.24% | 13,090 | $1.6M | Add +39.1% |
| IVV iShares Core S&P 500 ETF | 0.23% | 2,612 | $1.5M | Add +2.5% |
| AMGN Amgen Inc. | 0.23% | 5,834 | $1.5M | Add +1.2% |
| WINN Harbor Long-Term Growers ETF | 0.23% | 55,786 | $1.5M | Add +10.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.23% | 2,159 | $1.5M | Add +222.2% |
| ELV Elevance Health Inc. | 0.22% | 3,959 | $1.5M | Add +14.0% |
| IWF iShares Russell 1000 Growth | 0.22% | 3,600 | $1.4M | No change |
| CME Cme Group Inc. | 0.22% | 6,194 | $1.4M | Add +2.0% |
| CBOE Cboe Global Markets Inc. | 0.22% | 7,283 | $1.4M | Add +2.1% |
| RTX RTX Corp. | 0.21% | 12,103 | $1.4M | Add +0.8% |
| IBDR iShares Ibonds Dec 2026 Term | 0.21% | 57,028 | $1.4M | Reduce -4.5% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.21% | 19,259 | $1.4M | Reduce -21.0% |
| GPN Global Payments Inc. | 0.20% | 12,059 | $1.4M | Reduce -1.0% |
| JNJ Johnson & Johnson | 0.20% | 9,190 | $1.3M | Add +0.6% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.20% | 53,161 | $1.3M | Reduce -2.8% |
| BKNG Booking Holdings Inc. | 0.19% | 257 | $1.3M | Reduce -4.1% |
| IBDU iShares Ibonds Dec 2029 Term | 0.19% | 55,426 | $1.3M | Reduce -2.9% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.19% | 59,093 | $1.3M | Reduce -1.4% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.19% | 52,649 | $1.3M | Reduce -3.0% |
| ECL Ecolab Inc. | 0.19% | 5,303 | $1.2M | Add +2.1% |
| XLE SS Energy Select Sector | 0.19% | 14,488 | $1.2M | Reduce -0.4% |
| MRK Merck & Co. Inc. | 0.19% | 12,349 | $1.2M | Reduce -1.9% |
| CMCSA Comcast Corp. Class A | 0.18% | 32,557 | $1.2M | Add +3.9% |
| QCOM Qualcomm Inc. | 0.18% | 7,882 | $1.2M | Add +0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 2,356 | $1.2M | Add +22.1% |
| VEEV Veeva Systems Inc. Class A | 0.17% | 5,410 | $1.1M | Add +8.1% |
| SO The Southern Co. | 0.17% | 13,754 | $1.1M | Reduce -0.1% |
| PYCR Paycor HCM Inc. | 0.17% | 60,525 | $1.1M | Add +19.6% |
| PAYC Paycom Software Inc. | 0.17% | 5,424 | $1.1M | Reduce -0.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.17% | 21,960 | $1.1M | Add +22.3% |
| CLSE Convergence Long/Short Eqy | 0.16% | 47,219 | $1.1M | Add +6.5% |
| PEP Pepsico Inc. | 0.16% | 6,875 | $1.0M | Reduce -1.5% |
| S Sentinelone Inc. Class A | 0.16% | 46,811 | $1.0M | No change |
| CSCO Cisco Systems Inc. | 0.16% | 17,325 | $1.0M | Reduce -1.3% |
| SMOT Vaneck Morningstar Smid Moat | 0.15% | 28,397 | $979K | Add +8.0% |
| ACWI iShares MSCI Acwi ETF | 0.15% | 8,171 | $960K | Add +15.6% |
| VT Vanguard Tot World STK ETF | 0.14% | 8,042 | $945K | Reduce -23.4% |
| ABBV Abbvie Inc. | 0.14% | 5,315 | $944K | Reduce -4.8% |
| DUK Duke Energy Corp. | 0.14% | 8,455 | $911K | Reduce -0.1% |
| XLY SS Consumer Disc Select Sect | 0.13% | 3,863 | $867K | No change |
| CRTC Xtrackers US NTL Critic Tech | 0.13% | 27,276 | $852K | New |
| SUB iShares Short-Term National | 0.13% | 8,067 | $851K | Add +12.1% |
| VPU Vanguard Utilities ETF | 0.13% | 5,200 | $850K | Reduce -11.9% |
| ESTC Elastic NV | 0.13% | 8,571 | $849K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.13% | 12,012 | $828K | Add +45.5% |
| VZ Verizon Communications Inc. | 0.12% | 20,405 | $816K | Reduce -2.1% |
| DFAC Dimensional US Core Equity 2 | 0.12% | 23,366 | $808K | New |
| TSLA Tesla Inc. | 0.12% | 1,930 | $779K | Add +9.1% |
| AEE Ameren Corporation | 0.11% | 8,475 | $755K | Add +0.0% |
| PATH Uipath Inc. Class A | 0.11% | 58,624 | $745K | Add +112.0% |
| BOTZ Global X Robotics & Artifici | 0.11% | 23,130 | $739K | Add +4.5% |
| ZS Zscaler Inc. | 0.11% | 4,065 | $733K | Add +15.2% |
| D Dominion Energy Inc. | 0.11% | 13,382 | $721K | Add +0.0% |
| HERO Global X Video Games& Esport | 0.11% | 30,230 | $710K | Add +157.8% |
| FCX Freeport-McMoran Inc. | 0.10% | 18,127 | $690K | Add +0.0% |
| ORCL Oracle Corp. | 0.10% | 4,129 | $688K | Reduce -27.1% |
| ET Energy Transfer LP | 0.10% | 34,713 | $680K | Add +3.7% |
| IWD iShares Russell 1000 Value E | 0.10% | 3,613 | $669K | Add +0.1% |
| BMY Bristol-Myers Squibb Co. | 0.10% | 11,808 | $668K | Add +0.0% |
| UPS United Parcel Service Class B | 0.10% | 5,204 | $656K | Add +0.1% |
| FDL First Trust Morn DVD Lead Inc. | 0.10% | 16,195 | $652K | No change |
| META Meta Platforms Inc. Class A | 0.10% | 1,095 | $641K | Add +0.7% |
| GPC Genuine Parts Co. | 0.10% | 5,484 | $640K | Reduce -0.6% |
| SKYY First Trust Cloud Computing | 0.10% | 5,313 | $633K | New |
| SAGP Strategas Global Policy Opp | 0.09% | 21,918 | $624K | Add +10.5% |
| GLD SPDR Gold Shares | 0.09% | 2,564 | $621K | Add +3.4% |
| XLV SS Health Care Select Sector | 0.09% | 4,479 | $616K | Reduce -1.5% |
| NEM Newmont Corp. | 0.09% | 16,262 | $605K | Add +0.0% |
| AOR iShares Core 60/40 Balanced | 0.09% | 10,175 | $583K | Reduce -3.5% |
| TGT Target Corp. | 0.08% | 4,078 | $551K | Add +4.1% |
| SNOW Snowflake Inc. | 0.08% | 3,541 | $547K | Add +20.0% |
| AIRR First Trust Rba American Ind | 0.08% | 7,088 | $546K | Add +7.5% |
| JEPI JPMorgan Equity Premium Inco | 0.08% | 9,277 | $534K | Add +109.2% |
| ESGU iShares ESG Aware MSCI USA | 0.08% | 4,136 | $533K | No change |
| MCK McKesson Corp. | 0.08% | 929 | $529K | Reduce -2.0% |
| SOFI Sofi Technologies Inc. | 0.08% | 33,769 | $520K | Add +0.2% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.08% | 1,800 | $511K | Add +0.1% |
| UBER Uber Technologies Inc. | 0.08% | 8,405 | $507K | Reduce -1.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 4,548 | $506K | Reduce -7.8% |
| URA Global X Uranium ETF | 0.07% | 18,340 | $491K | Add +49.8% |
| PAVE Global X US Infrastructure | 0.07% | 11,775 | $476K | Reduce -24.3% |
| EMR Emerson Electric Co. | 0.07% | 3,837 | $476K | Add +2.9% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.07% | 1,804 | $458K | No change |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.07% | 8,920 | $452K | Add +15.5% |
| KEYS Keysight Technologies Inc. | 0.07% | 2,764 | $444K | Add +4.7% |
| PFE Pfizer Inc. | 0.07% | 16,432 | $436K | Reduce -3.4% |
| DDOG Datadog Inc. Class A | 0.07% | 3,048 | $436K | Add +2.3% |
| XLI SS Industrial Select Sector | 0.07% | 3,297 | $434K | No change |
| GTLS Chart Industries Inc. | 0.07% | 2,269 | $433K | Add +2.2% |
| MILN Global X Millennial Consumer | 0.06% | 9,541 | $429K | Reduce -0.5% |
| CAT Caterpillar Inc. | 0.06% | 1,169 | $424K | Add +0.7% |
| IBMN iShares Ibonds Dec 2025 Term | 0.06% | 15,873 | $422K | Reduce -2.2% |
| QTUM Defiance Quantum ETF | 0.06% | 5,140 | $417K | Add +7.0% |
| FN Fabrinet | 0.06% | 1,886 | $415K | Add +4.7% |
| DTCR Global X Data Center & Digit | 0.06% | 24,679 | $408K | New |
| MCHP Microchip Technology Inc. | 0.06% | 7,084 | $406K | Reduce -0.1% |
| FTNT Fortinet Inc. | 0.06% | 4,266 | $403K | Reduce -16.4% |
| IBMO iShares Ibonds Dec 2026 Term | 0.06% | 15,815 | $403K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.06% | 1,380 | $400K | Add +24.4% |
| VXUS Vanguard Total Intl Stock | 0.06% | 6,661 | $393K | New |
| FINX Global X Fintech ETF | 0.06% | 12,515 | $391K | Reduce -22.2% |
| GS Goldman Sachs Group Inc. | 0.06% | 682 | $391K | Add +0.7% |
| DHR Danaher Corp. | 0.06% | 1,657 | $380K | Reduce -0.2% |
| ABT Abbott Laboratories | 0.06% | 3,349 | $379K | Reduce -3.3% |
| ARKK ARK Innovation ETF | 0.06% | 6,607 | $375K | Add +0.1% |
| PTC PTC Inc. | 0.06% | 2,024 | $372K | New |
| SOXL Direx Dail Semi Bu 3X Et-Usd | 0.06% | 13,616 | $372K | No change |
| BUG Global X Cybersecurity ETF | 0.06% | 11,527 | $370K | Reduce -50.2% |
| AOM iShares Core 40/60 Moderate | 0.05% | 8,362 | $363K | Reduce -0.3% |
| NOW ServiceNow Inc. | 0.05% | 341 | $362K | Add +1.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.05% | 8,160 | $359K | Add +0.6% |
| AZN Astrazeneca PLC-Spons ADR | 0.05% | 5,401 | $354K | Reduce -0.1% |
| USB US Bancorp | 0.05% | 7,161 | $343K | Add +0.1% |
| IEMG iShares Core MSCI Emerging | 0.05% | 6,541 | $342K | New |
| DRIV Global X Autonomous&elec-ETF | 0.05% | 14,749 | $339K | Reduce -35.2% |
| PWR Quanta Services Inc. | 0.05% | 1,071 | $339K | Reduce -21.5% |
| WM Waste Management Inc. | 0.05% | 1,651 | $333K | Add +0.2% |
| KO The Coca-Cola Co. | 0.05% | 5,308 | $331K | Add +2.1% |
| MP MP Materials Corp. | 0.05% | 21,118 | $329K | Add +29.8% |
| GNOM Global X Genomics & Biotechn | 0.05% | 33,462 | $325K | Reduce -5.8% |
| SIHY Harbor Ares Systemt Hi YD-US | 0.05% | 7,035 | $321K | Add +26.6% |
| ADI Analog Devices Inc. | 0.05% | 1,495 | $318K | Add +16.0% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.05% | 12,474 | $314K | No change |
| PBE Invesco Biotechnology & Geno | 0.05% | 4,596 | $306K | Reduce -13.5% |
| EFA iShares MSCI Eafe ETF | 0.05% | 4,028 | $305K | Reduce -55.8% |
| IBMP iShares Ibonds Dec 2027 Term | 0.05% | 12,044 | $303K | No change |
| ZTS Zoetis Inc. | 0.04% | 1,817 | $296K | Reduce -0.9% |
| AGG iShares Core U.S. Aggregate | 0.04% | 3,050 | $296K | Add +5.4% |
| CMI Cummins Inc. | 0.04% | 833 | $290K | Reduce -8.6% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.04% | 2,566 | $290K | Reduce -7.2% |
| DUHP Dimensional US High Profi Et | 0.04% | 8,548 | $289K | New |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.04% | 2,888 | $286K | New |
| CLOU Global X Cloud Computing ETF | 0.04% | 11,786 | $282K | Reduce -62.6% |
| PLD Prologis Inc. | 0.04% | 2,671 | $282K | No change |
| SQQQ Proshares TR | 0.04% | 9,000 | $280K | No change |
| EEM iShares MSCI Emerging Market | 0.04% | 6,654 | $278K | No change |
| T AT&T Inc. | 0.04% | 12,144 | $277K | Add +1.5% |
| QUAL iShares MSCI USA Quality Fac | 0.04% | 1,544 | $275K | Add +0.8% |
| DGIN Vaneck Digital India ETF | 0.04% | 6,021 | $267K | New |
| PM Philip Morris International | 0.04% | 2,175 | $262K | Add +1.5% |
| ADP Automatic Data Processing | 0.04% | 893 | $261K | Add +0.2% |
| INCO Columbia India Consumer ETF | 0.04% | 3,889 | $251K | New |
| RSG Republic Services Inc. | 0.04% | 1,231 | $248K | Add +0.1% |
| DKNG Draftkings Inc. Class A | 0.04% | 6,601 | $246K | Add +0.6% |
| LMB Limbach Holdings Inc. | 0.04% | 2,856 | $244K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.04% | 2,726 | $241K | Add +1.0% |
| QYLD Global X Nasd 100 Cov Call | 0.04% | 12,895 | $235K | No change |
| HELO JPMorgan Hedged Equity ETF | 0.04% | 3,780 | $235K | No change |
| BX Blackstone Inc. | 0.03% | 1,301 | $224K | Add +0.2% |
| VIS Vanguard Industrials ETF | 0.03% | 867 | $220K | No change |
| UL Unilever PLC | 0.03% | 3,866 | $219K | Add +0.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.03% | 2,757 | $215K | Add +0.1% |
| OKE Oneok Inc. | 0.03% | 2,129 | $214K | Add +0.1% |
| SFLR Innovator Eqty MGD Floor ETF | 0.03% | 6,520 | $213K | No change |
| OKLO Oklo Inc. | 0.03% | 10,000 | $212K | New |
| STZ Constellation Brands Inc. Class A | 0.03% | 951 | $210K | Reduce -4.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.03% | 2,286 | $209K | Reduce -96.7% |
| WES Western Midstream Partners L | 0.03% | 5,400 | $208K | No change |
| MPLX MPLX LP | 0.03% | 4,179 | $200K | New |
| PAA Plains All Amer Pipeline LP | 0.03% | 11,574 | $198K | No change |
| NAD Nuveen Quality Municipal Inc. | 0.03% | 16,604 | $194K | No change |
| CLSK Cleanspark Inc. | 0.03% | 20,000 | $184K | New |
| PACB Pacific Biosciences of Calif | 0.01% | 52,694 | $96K | Reduce 0.0% |
| BNGO Bionano Genomics Inc. | 0.00% | 69,564 | $20K | No change |