| DFAC Dimensional US Core Equity 2 | 10.63% | 3,969,056 | $130.9M | Reduce -1.6% |
| DFAT Dimensional US Target Value | 9.63% | 2,305,024 | $118.7M | Add +0.9% |
| DFEV Dimensional Emrg MRKT Val | 5.54% | 2,525,043 | $68.3M | Add +1.7% |
| DFEM Dimensional Emrg MRKT Core | 5.37% | 2,502,409 | $66.2M | Add +1.9% |
| DFIC Dimensional International Co. | 4.77% | 2,117,644 | $58.8M | Add +7.5% |
| DFAX Dimensional World Ex US Core | 4.62% | 2,174,573 | $57.0M | Reduce -10.3% |
| DFUS Dimensional US Eq MKT ETF | 3.09% | 629,018 | $38.0M | Reduce -3.0% |
| DISV Dimensional International SM | 3.06% | 1,294,201 | $37.7M | Add +6.7% |
| BSCP Invesco Bulletshares 2025 CB | 2.28% | 1,356,619 | $28.1M | Reduce -1.3% |
| BSCQ Invesco Bulletshares 2026 CB | 2.08% | 1,317,986 | $25.7M | Add +0.7% |
| AAPL Apple Inc. | 1.80% | 99,679 | $22.1M | Add +9.8% |
| MDYV SS SPDR S&P 400 MC Val ETF | 1.41% | 226,016 | $17.4M | Reduce -18.5% |
| MSFT Microsoft Corp. | 1.17% | 38,530 | $14.5M | Reduce -3.4% |
| BSCR Invesco Bulletshares 2027 CB | 1.17% | 735,086 | $14.4M | Add +4.0% |
| NVDA Nvidia Corp. | 0.99% | 112,425 | $12.2M | Reduce -3.9% |
| ITOT iShares Core S&P Total U.S. | 0.91% | 92,072 | $11.2M | Reduce -16.5% |
| BSCS Invesco Bulletshares 2028 CB | 0.90% | 544,618 | $11.1M | Add +0.7% |
| AMZN Amazon.com Inc. | 0.77% | 49,957 | $9.5M | Reduce -2.0% |
| BSCT Invesco Bulletshares 2029 CB | 0.75% | 495,581 | $9.2M | Add +1.8% |
| SCHX Schwab US Large-Cap ETF | 0.73% | 409,820 | $9.0M | Add +2.1% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.72% | 112,588 | $8.8M | Reduce -13.3% |
| JPM JPMorgan Chase & Co. | 0.66% | 33,113 | $8.1M | Reduce -18.2% |
| IJS iShares S&P Small-Cap 600 Va | 0.65% | 81,663 | $8.0M | Reduce -5.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.63% | 28,435 | $7.8M | Add +2.7% |
| BSCU Invesco Bulletshares 2030 CB | 0.60% | 443,325 | $7.4M | Add +7.8% |
| WMT Walmart Inc. | 0.59% | 82,828 | $7.3M | Reduce -4.4% |
| NFLX Netflix Inc. | 0.57% | 7,545 | $7.0M | Reduce -4.9% |
| V Visa Inc. Class A | 0.57% | 19,901 | $7.0M | Reduce -3.5% |
| AXP American Express Co. | 0.55% | 25,335 | $6.8M | Reduce -3.7% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.53% | 211,779 | $6.5M | Reduce -10.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.51% | 83,264 | $6.3M | Reduce -21.9% |
| AVGO Broadcom Inc. | 0.50% | 37,058 | $6.2M | Reduce -3.8% |
| SCHA Schwab US Small-Cap ETF | 0.49% | 259,290 | $6.1M | Reduce -0.6% |
| DGRO iShares Core Dividend Growth | 0.49% | 97,489 | $6.0M | Reduce -11.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.47% | 10,346 | $5.8M | Reduce -1.6% |
| IBTF iShares Ibonds Dec 2025 Term | 0.47% | 247,283 | $5.8M | Add +90.6% |
| COST Costco Wholesale Corp. | 0.46% | 6,034 | $5.7M | Reduce -2.9% |
| UNH Unitedhealth Group Inc. | 0.46% | 10,758 | $5.6M | Reduce -4.2% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.46% | 47,057 | $5.6M | Add +10.5% |
| BSCV Invesco Bulletshares 2031 CB | 0.45% | 336,542 | $5.5M | Add +26.1% |
| META Meta Platforms Inc. Class A | 0.44% | 9,444 | $5.4M | Reduce -6.4% |
| XOM Exxon Mobil Corp. | 0.42% | 43,459 | $5.2M | Reduce -2.8% |
| CAT Caterpillar Inc. | 0.37% | 13,751 | $4.5M | Reduce -2.4% |
| ORCL Oracle Corp. | 0.36% | 32,064 | $4.5M | Reduce -5.4% |
| IEMG iShares Core MSCI Emerging | 0.36% | 81,933 | $4.4M | Reduce -17.6% |
| HD Home Depot Inc. | 0.36% | 11,942 | $4.4M | Reduce -9.8% |
| GOOG Alphabet Inc. Class C | 0.35% | 27,900 | $4.4M | Reduce -3.2% |
| MCD McDonald's Corp. | 0.34% | 13,285 | $4.1M | Reduce -1.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.33% | 16,504 | $4.1M | Reduce -2.8% |
| TRV The Travelers Cos Inc. | 0.33% | 15,470 | $4.1M | Reduce -3.6% |
| DFAU Dimensional US Core Equity M | 0.33% | 105,614 | $4.1M | Add +115959.3% |
| GS Goldman Sachs Group Inc. | 0.33% | 7,363 | $4.0M | Reduce -5.7% |
| DFSI Dimensional Int Sus COR1 ETF | 0.32% | 111,476 | $3.9M | Reduce -13.9% |
| VOO Vanguard S&P 500 ETF | 0.31% | 7,485 | $3.8M | Add +5.4% |
| PG The Procter & Gamble Co. | 0.31% | 22,273 | $3.8M | Reduce -10.7% |
| LLY Eli Lilly & Co. | 0.30% | 4,506 | $3.7M | Reduce -10.8% |
| BSCW Invesco Bulletshares 2032 CB | 0.29% | 176,342 | $3.6M | Add +49.5% |
| SPEM State Street SP PTF Em ETF | 0.28% | 89,133 | $3.5M | Reduce -8.2% |
| AMGN Amgen Inc. | 0.28% | 11,208 | $3.5M | Add +0.6% |
| KO The Coca-Cola Co. | 0.28% | 47,591 | $3.4M | Add +1.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.27% | 8,059 | $3.4M | No change |
| SCHG Schwab US Large-Cap Growth | 0.27% | 134,446 | $3.4M | Reduce -1.3% |
| IVV iShares Core S&P 500 ETF | 0.26% | 5,699 | $3.2M | Reduce -12.3% |
| MA Mastercard Inc. Class A | 0.25% | 5,604 | $3.1M | Reduce -7.3% |
| DFSU Dimensional US Sus CORE1 ETF | 0.24% | 84,280 | $3.0M | Add +8.5% |
| CSCO Cisco Systems Inc. | 0.23% | 46,853 | $2.9M | Reduce -4.2% |
| RTX RTX Corp. | 0.23% | 21,430 | $2.8M | Reduce -3.1% |
| SCHB Schwab US Broad Market ETF | 0.23% | 131,071 | $2.8M | Reduce -38.0% |
| TXN Texas Instruments Inc. | 0.22% | 15,408 | $2.8M | Reduce -8.0% |
| TMUS T-Mobile US Inc. | 0.22% | 10,260 | $2.7M | Reduce -6.2% |
| BSMQ Invesco Bulletshares 2026 MB | 0.22% | 114,873 | $2.7M | Add +4.6% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.22% | 80,193 | $2.7M | Reduce -8.4% |
| GOOGL Alphabet Inc. Class A | 0.22% | 17,309 | $2.7M | Reduce -3.6% |
| CVX Chevron Corp. | 0.21% | 15,624 | $2.6M | Reduce -7.7% |
| SUSA iShares ESG Optimized MSCI U | 0.21% | 22,489 | $2.6M | Add +3.3% |
| JNJ Johnson & Johnson | 0.21% | 15,273 | $2.5M | Add +14.1% |
| MMM 3M Co. | 0.20% | 17,061 | $2.5M | Reduce -1.4% |
| BSCX Invesco Bulletshares 2033 CB | 0.20% | 118,582 | $2.5M | Add +81.5% |
| BSMR Invesco Bulletshares 2027 MB | 0.20% | 105,006 | $2.5M | Add +22.0% |
| BSMP Invesco Bulletshares 2025 MB | 0.20% | 100,212 | $2.5M | Reduce -1.9% |
| IDEV iShares Core MSCI Dev MKTS | 0.19% | 34,725 | $2.4M | Add +17.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.19% | 5,086 | $2.4M | Add +6.7% |
| ABBV Abbvie Inc. | 0.19% | 11,068 | $2.3M | Reduce -6.4% |
| HON Honeywell International Inc. | 0.18% | 10,724 | $2.3M | Reduce -1.4% |
| NOW ServiceNow Inc. | 0.18% | 2,834 | $2.3M | Reduce -3.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.18% | 12,535 | $2.2M | Add +5.8% |
| VEA Vanguard Ftse Developed ETF | 0.17% | 40,220 | $2.0M | Reduce -1.0% |
| BSMS Invesco Bulletshares 2028 MB | 0.17% | 87,836 | $2.0M | Add +14.3% |
| IJT iShares S&P Small-Cap 600 GR | 0.16% | 16,152 | $2.0M | Add +3.6% |
| LOW Lowe's Cos Inc. | 0.16% | 8,493 | $2.0M | Add +13.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.16% | 19,796 | $2.0M | Reduce -5.6% |
| MRK Merck & Co. Inc. | 0.16% | 21,696 | $1.9M | Reduce -30.8% |
| SCHV Schwab US Large-Cap Value | 0.16% | 73,237 | $1.9M | Reduce -14.5% |
| IWF iShares Russell 1000 Growth | 0.15% | 5,048 | $1.8M | No change |
| DEW Wisdomtree Global High Divid | 0.14% | 31,401 | $1.8M | Add +0.9% |
| IWB iShares Russell 1000 ETF | 0.14% | 5,659 | $1.7M | Add +0.1% |
| T AT&T Inc. | 0.14% | 60,289 | $1.7M | Reduce -2.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 40,794 | $1.7M | Add +0.1% |
| ESML iShares ESG Aware MSCI USA S | 0.14% | 43,910 | $1.7M | Reduce -11.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.14% | 4,528 | $1.7M | Reduce -4.9% |
| DVY iShares Select Dividend ETF | 0.14% | 12,412 | $1.7M | Reduce -16.0% |
| PGR Progressive Corp. | 0.13% | 5,745 | $1.6M | Reduce -2.3% |
| ADBE Adobe Inc. | 0.13% | 4,235 | $1.6M | Reduce -6.8% |
| CRM Salesforce Inc. | 0.13% | 6,007 | $1.6M | Reduce -3.2% |
| IXUS iShares Core Intl Stock ETF | 0.13% | 22,876 | $1.6M | Reduce -30.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.13% | 2 | $1.6M | New |
| SCHD Schwab US DVD Equity ETF | 0.13% | 56,422 | $1.6M | Reduce -6.3% |
| VWO Vanguard Ftse Emerging Marke | 0.12% | 33,925 | $1.5M | Add +3.9% |
| HUBB Hubbell Inc. | 0.12% | 4,520 | $1.5M | No change |
| SAP Sap SE-Sponsored ADR | 0.12% | 5,540 | $1.5M | Reduce -14.4% |
| VZ Verizon Communications Inc. | 0.12% | 32,211 | $1.5M | Reduce -4.0% |
| GILD Gilead Sciences Inc. | 0.11% | 12,638 | $1.4M | Add +96.8% |
| PEP Pepsico Inc. | 0.11% | 9,425 | $1.4M | Reduce -20.2% |
| ETN Eaton Corp. PLC | 0.11% | 5,193 | $1.4M | Reduce -2.2% |
| DD Dupont DE Nemours Inc. | 0.11% | 18,851 | $1.4M | Reduce -14.6% |
| AVEM Avantis Emerging Markets Eq | 0.11% | 23,087 | $1.4M | Reduce -7.8% |
| BSMT Invesco Bulletshares 2029 MB | 0.11% | 60,240 | $1.4M | Add +15.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.11% | 7,322 | $1.4M | Reduce -30.6% |
| IWD iShares Russell 1000 Value E | 0.11% | 7,168 | $1.3M | Add +9.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.11% | 24,390 | $1.3M | Reduce -2.6% |
| TLTE NT Emg MKTS Ftilt ETF | 0.11% | 25,188 | $1.3M | Reduce -3.0% |
| CB Chubb Ltd. | 0.11% | 4,372 | $1.3M | Reduce -9.3% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.11% | 19,214 | $1.3M | No change |
| EPD Enterprise Products Partners | 0.11% | 38,256 | $1.3M | Reduce -0.8% |
| ITW Illinois Tool Works | 0.11% | 5,231 | $1.3M | Reduce -11.9% |
| IJR iShares Core S&P Small-Cap E | 0.10% | 12,373 | $1.3M | Add +2.9% |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.10% | 35,680 | $1.3M | Reduce -6.6% |
| LIN Linde PLC | 0.10% | 2,771 | $1.3M | Add +4.2% |
| GD General Dynamics Corp. | 0.10% | 4,695 | $1.3M | Reduce -3.8% |
| INTU Intuit Inc. | 0.10% | 2,046 | $1.3M | Reduce -5.8% |
| SCHF Schwab Intl Equity ETF | 0.10% | 62,010 | $1.2M | Reduce -7.4% |
| ABT Abbott Laboratories | 0.10% | 9,245 | $1.2M | Reduce -4.4% |
| AVUV Avantis US Small Cap Value | 0.10% | 14,017 | $1.2M | Add +0.3% |
| IWV iShares Russell 3000 ETF | 0.10% | 3,838 | $1.2M | No change |
| VFC VF Corp. | 0.10% | 77,383 | $1.2M | Reduce -8.4% |
| AVES Avantis Emerging Markets Val | 0.10% | 25,012 | $1.2M | Reduce -0.1% |
| COF Capital One Financial Corp. | 0.09% | 6,418 | $1.2M | Reduce -2.8% |
| IBTH iShares Ibonds Dec 2027 Term | 0.09% | 50,997 | $1.1M | Add +32.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 4,393 | $1.1M | Reduce -33.1% |
| SBUX Starbucks Corp. | 0.09% | 11,460 | $1.1M | Reduce -11.4% |
| LMT Lockheed Martin Corp. | 0.09% | 2,514 | $1.1M | Reduce -8.1% |
| BA The Boeing Co. | 0.09% | 6,437 | $1.1M | Reduce -1.7% |
| SHW The Sherwin-Williams Co. | 0.09% | 3,136 | $1.1M | Add +11.6% |
| QCOM Qualcomm Inc. | 0.09% | 6,859 | $1.1M | Reduce -6.1% |
| ESGD iShares Trust iShares ESG Aw | 0.08% | 12,732 | $1.0M | Reduce -5.1% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.08% | 17,348 | $1.0M | Reduce -8.2% |
| IVE iShares S&P 500 Value ETF | 0.08% | 5,282 | $1.0M | Add +2.5% |
| INTC Intel Corp. | 0.08% | 43,483 | $988K | Reduce -11.9% |
| BLK BlackRock Inc. | 0.08% | 1,035 | $980K | Reduce -4.3% |
| DE Deere & Co. | 0.08% | 2,081 | $977K | Add +0.9% |
| DFAS Dimensional US Small Cap ETF | 0.08% | 15,996 | $956K | Reduce -15.7% |
| ADP Automatic Data Processing | 0.08% | 3,107 | $949K | Add +1.6% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.08% | 34,656 | $949K | Reduce -4.9% |
| ESGE iShares Inc. iShares ESG Awar | 0.08% | 26,862 | $939K | Reduce -34.3% |
| AVDV Avantis Intl S/C Value ETF | 0.08% | 13,259 | $925K | Add +3.1% |
| TMO Thermo Fisher Scientific Inc. | 0.07% | 1,850 | $921K | Reduce -18.4% |
| NOC Northrop Grumman Corp. | 0.07% | 1,763 | $903K | Add +5.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.07% | 14,870 | $902K | Add +1.4% |
| ELV Elevance Health Inc. | 0.07% | 2,053 | $893K | Add +7.0% |
| MS Morgan Stanley | 0.07% | 7,583 | $885K | Reduce -9.4% |
| ACN Accenture PLC Class A | 0.07% | 2,832 | $884K | Reduce -3.0% |
| CL Colgate-Palmolive Co. | 0.07% | 9,275 | $869K | Reduce -9.6% |
| C Citigroup Inc. | 0.07% | 12,110 | $860K | Add +0.1% |
| VSS Vanguard Ftse All Wo X-US SC | 0.07% | 7,391 | $854K | Add +7.3% |
| TDG Transdigm Group Inc. | 0.07% | 605 | $837K | Add +0.8% |
| SPLV Invesco S&P 500 Low Volatili | 0.07% | 11,169 | $835K | No change |
| BSMU Invesco Bulletshares 2030 MB | 0.07% | 38,347 | $828K | Add +7.6% |
| EDIV State Street SPDR S&P Emergi | 0.07% | 22,487 | $803K | Reduce -21.0% |
| YUM Yum! Brands Inc. | 0.06% | 5,073 | $798K | Reduce -8.4% |
| TSLA Tesla Inc. | 0.06% | 3,076 | $797K | Reduce -3.9% |
| USMV iShares MSCI USA Min Vol Fac | 0.06% | 8,489 | $795K | Add +1.3% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.06% | 21,852 | $790K | No change |
| CMCSA Comcast Corp. Class A | 0.06% | 21,076 | $778K | Reduce -5.5% |
| EFV iShares MSCI Eafe Value ETF | 0.06% | 12,934 | $762K | Reduce -1.4% |
| QTEC First Trust Nasdq 100 Tech I | 0.06% | 4,296 | $746K | No change |
| VYM Vanguard High DVD Yield ETF | 0.06% | 5,750 | $741K | Reduce -29.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.06% | 3,282 | $728K | Reduce -22.6% |
| MET Metlife Inc. | 0.06% | 9,052 | $727K | Reduce -1.9% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.06% | 17,346 | $725K | Add +0.1% |
| EZM Wisdomtree US Midcap Fund | 0.06% | 11,963 | $713K | No change |
| USRT iShares Core US REIT ETF | 0.06% | 12,282 | $707K | Add +0.3% |
| EBAY eBay Inc. | 0.06% | 10,373 | $703K | Add +147.8% |
| DHR Danaher Corp. | 0.06% | 3,402 | $697K | Reduce -22.3% |
| NKE Nike Inc. Class B | 0.06% | 10,921 | $693K | Reduce -11.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.05% | 2,674 | $673K | No change |
| PNC PNC Financial Services Group | 0.05% | 3,820 | $671K | Reduce -1.8% |
| SCZ iShares MSCI Eafe Small-Cap | 0.05% | 10,279 | $653K | Add +0.2% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.05% | 7,753 | $644K | Reduce -6.8% |
| CMG Chipotle Mexican Grill Inc. | 0.05% | 12,805 | $643K | Add +0.1% |
| IBTG iShares Ibonds Dec 2026 Term | 0.05% | 27,872 | $639K | Add +72.8% |
| DFIV Dimensional International Va | 0.05% | 15,982 | $629K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.05% | 13,293 | $622K | Add +844.1% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.05% | 22,278 | $614K | Reduce -49.7% |
| DON Wisdomtree US Midcap Dividen | 0.05% | 12,303 | $609K | No change |
| COHR Coherent Corp. | 0.05% | 9,000 | $584K | No change |
| EFA iShares MSCI Eafe ETF | 0.05% | 7,011 | $573K | Reduce -3.8% |
| USCI United States Commodity Inde | 0.05% | 7,755 | $559K | Add +4.6% |
| PFE Pfizer Inc. | 0.04% | 21,892 | $555K | Reduce -18.4% |
| VIG Vanguard Dividend Apprec ETF | 0.04% | 2,755 | $535K | Reduce -15.9% |
| SDY SS SPDR S&P Dividend ETF | 0.04% | 3,881 | $527K | Add +30.3% |
| RSPH Invesco S&P 500 Equal Weight | 0.04% | 17,685 | $526K | No change |
| PANW Palo Alto Networks Inc. | 0.04% | 3,055 | $521K | Reduce -0.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.04% | 7,795 | $513K | Reduce -28.0% |
| CMI Cummins Inc. | 0.04% | 1,634 | $512K | Reduce -0.1% |
| GLD SPDR Gold Shares | 0.04% | 1,753 | $505K | Add +58.1% |
| AMD Advanced Micro Devices | 0.04% | 4,912 | $505K | Add +16.6% |
| MU Micron Technology Inc. | 0.04% | 5,769 | $501K | Add +0.2% |
| PDN Inv Rafi Dev MKT US SM-Usdin | 0.04% | 14,914 | $499K | Reduce -1.9% |
| AVSE Avantis Resp Emerg MKTS Eq-E | 0.04% | 9,649 | $496K | Reduce -33.7% |
| XVV iShares ESG Select Screened | 0.04% | 11,454 | $490K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.04% | 1,335 | $471K | Reduce -8.0% |
| MCK McKesson Corp. | 0.04% | 691 | $465K | Add +0.3% |
| MOAT Vaneck Morningstar Wide Moat | 0.04% | 5,192 | $457K | No change |
| IYW iShares Ustechnology ETF | 0.04% | 3,200 | $449K | No change |
| PKW Invesco Buyback Achievers Et | 0.04% | 3,982 | $449K | No change |
| DFLV Dim US Large Cap Value ETF | 0.04% | 14,275 | $436K | Add +0.4% |
| CI The Cigna Group | 0.03% | 1,293 | $425K | Reduce -8.9% |
| MDLZ Mondelez International Inc. Class A | 0.03% | 6,268 | $425K | Reduce -1.6% |
| ACWV iShares MSCI Global Min Vol | 0.03% | 3,647 | $424K | No change |
| COP Conocophillips | 0.03% | 3,913 | $411K | Reduce -14.3% |
| DGRW Wisdomtree U.S. Quality Divi | 0.03% | 5,138 | $410K | No change |
| FDN First Trust DJ Internet Ind | 0.03% | 1,828 | $406K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.03% | 1,576 | $405K | Reduce -4.9% |
| BMY Bristol-Myers Squibb Co. | 0.03% | 6,612 | $403K | Reduce -54.4% |
| QUAL iShares MSCI USA Quality Fac | 0.03% | 2,355 | $402K | Add +4.4% |
| XJR Ishr ESG SS S&P Smal-Cap-Usd | 0.03% | 10,483 | $394K | No change |
| DELL Dell Technologies -C | 0.03% | 4,234 | $386K | Reduce -5.5% |
| SO The Southern Co. | 0.03% | 4,193 | $386K | Add +0.3% |
| APD Air Products & Chemicals Inc. | 0.03% | 1,281 | $378K | Add +9.7% |
| PH Parker Hannifin Corp. | 0.03% | 619 | $376K | Reduce -21.1% |
| IJH iShares Core S&P Midcap ETF | 0.03% | 6,359 | $371K | Add +8.9% |
| ASML ASML Holding NV-NY Reg SHS | 0.03% | 557 | $369K | Reduce -2.3% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.03% | 16,809 | $366K | Add +16.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.03% | 9,951 | $362K | Add +380.7% |
| ED Consolidated Edison Inc. | 0.03% | 3,181 | $352K | Reduce -0.5% |
| BSMV Invesco Bulletshares 2031 MB | 0.03% | 16,848 | $349K | Reduce -3.0% |
| SU Suncor Energy Inc. | 0.03% | 8,983 | $348K | Reduce -10.2% |
| ISCV iShares Morningstar Small-Ca | 0.03% | 5,713 | $339K | Add +5501.0% |
| CARR Carrier Global Corp. | 0.03% | 5,264 | $334K | Reduce -2.3% |
| PFI Invesco Dorsey Wright Financ | 0.03% | 5,973 | $319K | No change |
| IAU iShares Gold Trust | 0.03% | 5,363 | $316K | Reduce -2.5% |
| GWX State Street SPDR S&P Intern | 0.03% | 9,844 | $315K | Reduce -4.8% |
| WFC Wells Fargo & Co. | 0.03% | 4,321 | $310K | Reduce -4.8% |
| LULU Lululemon Athletica Inc. | 0.02% | 1,077 | $305K | Add +54.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.02% | 1,238 | $303K | No change |
| SYK Stryker Corp. | 0.02% | 807 | $300K | Reduce -15.7% |
| DGRS Wisdomtree U.S. Smallcap Qua | 0.02% | 6,424 | $299K | No change |
| EMN Eastman Chemical Co. | 0.02% | 3,382 | $298K | No change |
| MDY State Street SPDR S&P Midcap | 0.02% | 553 | $295K | Add +50.7% |
| ATO Atmos Energy Corp. | 0.02% | 1,885 | $291K | Reduce -7.0% |
| NBTB N B T Bancorp Inc. | 0.02% | 6,640 | $285K | No change |
| VSGX Vanguard ESG Intl Stock ETF | 0.02% | 4,787 | $282K | Add +5.9% |
| NSC Norfolk Southern Corp. | 0.02% | 1,181 | $280K | Reduce -4.0% |
| IUSV iShares Core S&P U.S. Value | 0.02% | 3,029 | $280K | No change |
| HIG Hartford Insurance Group Inc. | 0.02% | 2,243 | $278K | No change |
| OEF iShares S&P 100 ETF | 0.02% | 1,012 | $274K | No change |
| AON Aon PLC Class A | 0.02% | 673 | $269K | Add +0.3% |
| WMB Williams Cos Inc. | 0.02% | 4,450 | $266K | No change |
| XMLV Invesco S&P Midcap Low Volat | 0.02% | 4,275 | $264K | No change |
| VGK Vanguard Ftse Europe ETF | 0.02% | 3,755 | $264K | No change |
| IBMN iShares Ibonds Dec 2025 Term | 0.02% | 9,844 | $263K | No change |
| PSX Phillips 66 | 0.02% | 2,126 | $262K | Add +4.6% |
| TRGP Targa Resources Corp. | 0.02% | 1,307 | $262K | Add +0.5% |
| KDP Keurig Dr Pepper Inc. | 0.02% | 7,634 | $261K | Reduce -24.2% |
| AVDE Avantis International Equity | 0.02% | 3,923 | $260K | Reduce -4.6% |
| BSCY Invesco Bulletshares 2034 CB | 0.02% | 12,575 | $258K | New |
| IYG iShares U.S. Financial Servi | 0.02% | 3,213 | $252K | No change |
| EMXF iShares ESG Adv MSCI Em ETF | 0.02% | 6,552 | $251K | No change |
| USB US Bancorp | 0.02% | 5,918 | $250K | Reduce -13.7% |
| PRK Park National Corp. | 0.02% | 1,636 | $248K | No change |
| MTD Mettler-Toledo International | 0.02% | 207 | $244K | Reduce -23.9% |
| XLV SS Health Care Select Sector | 0.02% | 1,669 | $244K | No change |
| ISRG Intuitive Surgical Inc. | 0.02% | 491 | $243K | Reduce -8.1% |
| IWN iShares Russell 2000 Value E | 0.02% | 1,599 | $241K | Reduce -11.8% |
| AVY Avery Dennison Corp. | 0.02% | 1,344 | $239K | Reduce -0.2% |
| FCX Freeport-McMoran Inc. | 0.02% | 6,300 | $239K | Add +2440.3% |
| IBMO iShares Ibonds Dec 2026 Term | 0.02% | 9,282 | $237K | No change |
| AOR iShares Core 60/40 Balanced | 0.02% | 4,100 | $236K | No change |
| NEE Nextera Energy Inc. | 0.02% | 3,257 | $231K | Reduce -18.1% |
| AZN Astrazeneca PLC-Spons ADR | 0.02% | 3,098 | $228K | Add +1.3% |
| OTIS Otis Worldwide Corp. | 0.02% | 2,181 | $225K | Reduce -3.8% |
| SNA Snap-on Inc. | 0.02% | 667 | $225K | No change |
| BFOR Barron's 400 ETF | 0.02% | 3,236 | $225K | No change |
| OKE Oneok Inc. | 0.02% | 2,260 | $224K | Reduce -0.2% |
| ORLY O'reilly Automotive Inc. | 0.02% | 154 | $221K | Reduce -0.7% |
| PEG Public Service Enterprise GP | 0.02% | 2,677 | $220K | Add +0.4% |
| SPAB SS SPDR P Agg Bond ETF | 0.02% | 8,577 | $219K | No change |
| CTVA Corteva Inc. | 0.02% | 3,423 | $215K | Reduce -10.6% |
| RDVY First Trust Rising Dividend | 0.02% | 3,665 | $215K | No change |
| RPAR Rpar Risk Parity ETF | 0.02% | 10,874 | $214K | No change |
| PTNQ Pacer Trendpilot 100 ETF | 0.02% | 3,000 | $213K | No change |
| HUM Humana Inc. | 0.02% | 798 | $211K | Reduce -0.3% |
| CPRI Capri Holdings Ltd. | 0.02% | 10,470 | $207K | Reduce -0.1% |
| VNQ Vanguard Real Estate ETF | 0.02% | 2,280 | $206K | Add +0.2% |
| IBTI iShares Ibonds Dec 2028 Term | 0.02% | 9,266 | $206K | Add +50.6% |
| SCHC Schwab Intl Small-Cap Equity | 0.02% | 5,715 | $205K | No change |
| XLK SS Technology Select Sector | 0.02% | 993 | $205K | No change |
| WBA Walgreens Boots Alliance Inc. | 0.02% | 18,270 | $204K | Reduce -3.5% |
| LRCX Lam Research Corp. | 0.02% | 2,804 | $204K | Add +0.5% |
| SCHW Schwab (charles) Corp. | 0.02% | 2,490 | $195K | Add +3.7% |
| MTX Minerals Technologies Inc. | 0.02% | 3,000 | $191K | No change |
| IBDQ iShares Ibonds Dec 2025 Term | 0.02% | 7,580 | $191K | Reduce -66.8% |
| EMR Emerson Electric Co. | 0.02% | 1,728 | $190K | Reduce -3.6% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.02% | 2,419 | $188K | No change |
| BSMW Invesco Bulletshares 2032 MB | 0.02% | 7,635 | $188K | Add +1.8% |
| WM Waste Management Inc. | 0.01% | 793 | $184K | No change |
| SGOV iShares 0-3 Month Treasury B | 0.01% | 1,812 | $182K | Add +508.1% |
| IBDR iShares Ibonds Dec 2026 Term | 0.01% | 7,534 | $182K | Reduce -65.1% |
| ARM Arm Holdings PLC-ADR | 0.01% | 1,700 | $182K | No change |
| VXUS Vanguard Total Intl Stock | 0.01% | 2,888 | $179K | Add +46.3% |
| VT Vanguard Tot World STK ETF | 0.01% | 1,514 | $176K | No change |
| DVYE iShares Emerging Markets Div | 0.01% | 6,359 | $174K | Reduce -43.7% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.01% | 7,892 | $172K | Add +0.2% |
| DUK Duke Energy Corp. | 0.01% | 1,393 | $170K | Add +0.9% |
| MKC McCormick & Co.-Non VTG SHRS | 0.01% | 2,061 | $170K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.01% | 1,983 | $165K | Reduce -6.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.01% | 2,377 | $165K | Add +0.5% |
| FMNB Farmers Natl Banc Corp. | 0.01% | 12,583 | $164K | Add +33.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.01% | 1,341 | $163K | Reduce -4.2% |
| BOH Bank of Hawaii Corp. filed as BANK HAWAII CORP | 0.01% | 2,318 | $160K | No change |
| ANET Arista Networks Inc. | 0.01% | 2,028 | $157K | Reduce -9.3% |
| AHR American Healthcare REIT Inc. | 0.01% | 5,141 | $156K | No change |
| NTES Netease Inc.-ADR | 0.01% | 1,513 | $156K | Reduce -1.8% |
| EES Wisdomtree US Smallcap Fund | 0.01% | 3,162 | $154K | No change |
| CSX CSX Corp. | 0.01% | 5,197 | $153K | Add +0.5% |
| IVW iShares S&P 500 Growth ETF | 0.01% | 1,643 | $153K | No change |
| VTIP Vanguard Short-Term Tips | 0.01% | 3,003 | $150K | No change |
| CVS CVS Health Corp. | 0.01% | 2,187 | $148K | Add +35.1% |
| EQIX Equinix Inc. | 0.01% | 181 | $147K | Reduce -6.7% |
| FBTC Fidelity Wise Origin Bitcoin | 0.01% | 1,999 | $144K | Add +25.4% |
| SHY iShares 1-3 Year Treasury Bo | 0.01% | 1,739 | $144K | Reduce -21.1% |
| TGT Target Corp. | 0.01% | 1,355 | $141K | Reduce -71.4% |
| ABNB Airbnb Inc. Class A | 0.01% | 1,173 | $140K | Add +1.1% |
| CHTR Charter Communications Inc. Class A | 0.01% | 374 | $138K | Reduce -1.3% |
| FVD First Trust Value Line DVD | 0.01% | 3,091 | $138K | No change |
| TFC Truist Financial Corp. | 0.01% | 3,321 | $137K | Add +0.8% |
| FTAI Ftai Aviation Ltd. | 0.01% | 1,221 | $136K | Reduce -18.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.01% | 813 | $135K | Reduce -3.6% |
| MELI MercadoLibre Inc. | 0.01% | 69 | $135K | Reduce -23.3% |
| IHD Voya Emrg MRKT Hi DVD Eqty | 0.01% | 25,200 | $135K | Reduce -10.0% |
| BP BP PLC-Spons ADR | 0.01% | 3,922 | $133K | Reduce -1.9% |
| AFL Aflac Inc. | 0.01% | 1,177 | $131K | Add +13.1% |
| SHOP Shopify Inc. Class A | 0.01% | 1,370 | $131K | No change |
| UNP Union Pacific Corp. | 0.01% | 549 | $130K | Add +5.4% |
| VXF Vanguard Extended Market ETF | 0.01% | 726 | $125K | Reduce -4.0% |
| COWZ Pacer US Cash Cows 100 ETF | 0.01% | 2,267 | $124K | Add +8.5% |
| DFAI Dimensional International Co. | 0.01% | 3,955 | $124K | Reduce -24.9% |
| KR Kroger Co. | 0.01% | 1,811 | $123K | Add +0.6% |
| NUE Nucor Corp. | 0.01% | 1,012 | $122K | Reduce -3.2% |
| HPQ HP Inc. | 0.01% | 4,387 | $121K | Reduce -6.1% |
| ETW Eaton Vance T/M GLBL Buy-WR | 0.01% | 14,586 | $120K | No change |
| IDA Idacorp Inc. | 0.01% | 1,035 | $120K | No change |
| EMGF iShares Emerging Markets Equ | 0.01% | 2,556 | $120K | Reduce -0.0% |
| VLTO Veralto Corp. | 0.01% | 1,226 | $119K | Reduce -11.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.01% | 738 | $118K | No change |
| ADI Analog Devices Inc. | 0.01% | 583 | $118K | Reduce -6.6% |
| PYPL PayPal Holdings Inc. | 0.01% | 1,780 | $116K | Reduce -4.3% |
| BKNG Booking Holdings Inc. | 0.01% | 25 | $115K | No change |
| KMB Kimberly-Clark Corp. | 0.01% | 804 | $114K | Reduce -3.8% |
| SG Sweetgreen Inc. Class A | 0.01% | 4,500 | $113K | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.01% | 1,085 | $111K | Add +3187.9% |
| PAYX Paychex Inc. | 0.01% | 711 | $110K | Add +12.2% |
| VGT Vanguard Info Tech ETF | 0.01% | 201 | $109K | Add +29.7% |
| MDT Medtronic PLC | 0.01% | 1,176 | $106K | Reduce -38.6% |
| BX Blackstone Inc. | 0.01% | 755 | $106K | Reduce -16.3% |
| PPG PPG Industries Inc. | 0.01% | 951 | $104K | Reduce -65.5% |
| VOOV Vanguard S&P 500 Value ETF | 0.01% | 552 | $102K | Reduce -18.3% |
| KNSL Kinsale Capital Group Inc. | 0.01% | 207 | $101K | Reduce -10.0% |
| IWO iShares Russell 2000 Growth | 0.01% | 389 | $99K | No change |
| IWM iShares Russell 2000 ETF | 0.01% | 496 | $99K | Reduce -2.5% |
| VRTX Vertex Pharmaceuticals Inc. | 0.01% | 204 | $99K | Reduce -4.7% |
| GLW Corning Inc. | 0.01% | 2,152 | $99K | No change |
| MLAB Mesa Laboratories Inc. | 0.01% | 830 | $98K | No change |
| ICLN iShares Global Clean Energy | 0.01% | 8,599 | $98K | Add +8.4% |
| LHX L3HARRIS Technologies Inc. | 0.01% | 469 | $98K | Add +8.8% |
| COR Cencora Inc. | 0.01% | 352 | $98K | No change |
| HYD Vaneck High Yield Muni ETF | 0.01% | 1,910 | $98K | No change |
| EA SERIES TRUST | 0.01% | 4,115 | $98K | New |
| MPC Marathon Petroleum Corp. | 0.01% | 663 | $97K | No change |
| AKAM Akamai Technologies Inc. | 0.01% | 1,199 | $97K | Reduce -7.7% |
| ESGU iShares ESG Aware MSCI USA | 0.01% | 766 | $93K | Reduce -23.1% |
| BSX Boston Scientific Corp. | 0.01% | 924 | $93K | Add +1.8% |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 9,261 | $93K | Reduce -0.8% |
| UPS United Parcel Service Class B | 0.01% | 840 | $92K | Reduce -10.6% |
| SOLV Solventum Corp. | 0.01% | 1,204 | $92K | Reduce -16.0% |
| KLAC KLA Corp. | 0.01% | 134 | $91K | No change |
| EG Everest Group Ltd. | 0.01% | 250 | $91K | No change |
| EEM iShares MSCI Emerging Market | 0.01% | 2,076 | $91K | No change |
| GE General Electric filed as GE AEROSPACE | 0.01% | 449 | $90K | Add +24.7% |
| SPGI S&P Global Inc. | 0.01% | 173 | $88K | Add +12.3% |
| IP International Paper Co. | 0.01% | 1,638 | $87K | No change |
| TT Trane Technologies PLC | 0.01% | 268 | $87K | Add +6.3% |
| IWY iShares Russell Top 200 Grow | 0.01% | 410 | $86K | Reduce -25.4% |
| AXON Axon Enterprise Inc. | 0.01% | 162 | $85K | Reduce -9.0% |
| SUB iShares Short-Term National | 0.01% | 795 | $84K | New |
| VONG Vanguard Russell 1000 Growth | 0.01% | 905 | $84K | Reduce -35.2% |
| EMBJ Embraer SA-Spon ADR | 0.01% | 1,785 | $82K | Reduce -8.5% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.01% | 2,194 | $82K | Add +7.9% |
| XLP SS Consumer Staples Sel Sect | 0.01% | 1,003 | $82K | Add +0.4% |
| MSI Motorola Solutions Inc. | 0.01% | 187 | $82K | Add +1.6% |
| SNOW Snowflake Inc. | 0.01% | 559 | $82K | Reduce -39.4% |
| VLO Valero Energy Corp. | 0.01% | 617 | $81K | No change |
| DIM Wisdomtree Intl M/C DVD Fund | 0.01% | 1,210 | $80K | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.01% | 239 | $80K | No change |
| DFAE Dimensional Emerging Core Eq | 0.01% | 3,082 | $80K | Add +27.8% |
| MRVL Marvell Technology Inc. | 0.01% | 1,288 | $79K | Add +26.0% |
| EXPD Expeditors Intl Wash Inc. | 0.01% | 656 | $79K | Add +0.8% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.01% | 3,247 | $79K | Reduce -75.1% |
| IWS iShares Russell Mid-Cap Valu | 0.01% | 611 | $77K | No change |
| DBC Invesco DB Commodity Index T | 0.01% | 3,405 | $77K | No change |
| SGOL Abrdn Physical Gold Shares | 0.01% | 2,561 | $76K | Reduce -30.3% |
| SCHM Schwab US Mid Cap ETF | 0.01% | 2,889 | $76K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.01% | 887 | $75K | No change |
| WSM Williams-Sonoma Inc. | 0.01% | 468 | $74K | No change |
| ROK Rockwell Automation Inc. | 0.01% | 286 | $74K | Reduce -20.8% |
| WD Walker & Dunlop Inc. | 0.01% | 865 | $74K | Reduce -10.0% |
| B Barrick Gold Corp. | 0.01% | 3,768 | $73K | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.01% | 1,324 | $72K | Reduce -9.3% |
| DEXC Dimensional Em Ex Cce ETF | 0.01% | 1,517 | $72K | Add +878.7% |
| AGG iShares Core U.S. Aggregate | 0.01% | 722 | $71K | Add +178.8% |
| DFUV Dimensional US Marketwide Va | 0.01% | 1,715 | $71K | New |
| TTWO Take-Two Interactive Softwre | 0.01% | 340 | $70K | No change |
| ONTO Onto Innovation Inc. | 0.01% | 579 | $70K | No change |
| RSG Republic Services Inc. | 0.01% | 288 | $70K | No change |
| TEL Te Connectivity PLC | 0.01% | 491 | $69K | Add +1.0% |
| DFS Discover Financial Services | 0.01% | 406 | $69K | No change |
| SYY Sysco Corp. | 0.01% | 917 | $69K | No change |
| SNY Sanofi-ADR | 0.01% | 1,236 | $69K | Reduce -1.0% |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.01% | 1,560 | $69K | Reduce -2.0% |
| NXPI NXP Semiconductors NV | 0.01% | 358 | $68K | No change |
| SHEL Shell PLC-ADR | 0.01% | 928 | $68K | Reduce -5.4% |
| IVOV Vanguard S&P Mid-Cap 400 Val | 0.01% | 730 | $67K | Reduce -67.0% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.01% | 2,654 | $67K | Reduce -68.7% |
| WTRG Essential Utilities Inc. | 0.01% | 1,677 | $66K | No change |
| STE Steris PLC | 0.01% | 291 | $66K | No change |
| ITT Itt Inc. | 0.01% | 510 | $66K | No change |
| KMI Kinder Morgan Inc. | 0.01% | 2,308 | $66K | Add +0.3% |
| DFAW Dimensional World Eqty ETF | 0.01% | 1,064 | $65K | New |
| EOG EOG Resources Inc. | 0.01% | 507 | $65K | No change |
| NLY Annaly Capital Management Inc. | 0.01% | 3,184 | $65K | Add +2.5% |
| AMAT Applied Materials Inc. | 0.01% | 444 | $64K | Add +5.7% |
| NOBL Proshares S&P 500 Dividend A | 0.01% | 625 | $64K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.01% | 759 | $64K | Add +0.4% |
| FTC First Trust Large Cap Growth | 0.01% | 483 | $63K | No change |
| WELL Welltower Inc. | 0.01% | 411 | $63K | Add +2.0% |
| BRO Brown & Brown Inc. | 0.01% | 506 | $63K | No change |
| STX Seagate Technology Holdings | 0.01% | 739 | $63K | Reduce -5.0% |
| FDX FedEx Corp. | 0.01% | 257 | $63K | Add +1.6% |
| INQQ Inqq the India Internet ETF filed as EXCHANGE TRADED CONCEPTS TRU | 0.01% | 4,345 | $62K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.01% | 1,212 | $62K | No change |
| AEP American Electric Power | 0.01% | 562 | $61K | No change |
| HUBS HubSpot Inc. | 0.01% | 107 | $61K | Reduce -9.3% |
| EVRG Evergy Inc. | 0.01% | 886 | $61K | Add +1.6% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.00% | 2,562 | $60K | Add +0.3% |
| IBB iShares Biotechnology ETF | 0.00% | 472 | $60K | No change |
| MFEM PIMCO Rafi Dynamic Multi-Fac filed as PIMCO EQUITY SER | 0.00% | 3,155 | $60K | No change |
| TM Toyota Motor Corp. -Spon ADR | 0.00% | 337 | $59K | Add +54.6% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.00% | 800 | $59K | No change |
| BSSX Invesco Bulletshares 2033 MB | 0.00% | 2,320 | $59K | Reduce -4.1% |
| IBTK iShares Ibonds Dec 2030 Trea | 0.00% | 2,978 | $59K | Add +713.7% |
| FENI Fidelity Enhanced Intl ETF | 0.00% | 1,936 | $58K | New |
| ETHE Grayscale Ethereum Staking E | 0.00% | 3,706 | $56K | Add +3.5% |
| IRT Independence Realty Trust Inc. | 0.00% | 2,635 | $56K | No change |
| XJH Ishare ESG SS S&P Midcap ETF | 0.00% | 1,425 | $56K | Reduce -29.3% |
| BR Broadridge Financial Solutio | 0.00% | 229 | $56K | No change |
| BOTZ Global X Robotics & Artifici | 0.00% | 1,916 | $55K | No change |
| DLR Digital Realty Trust Inc. | 0.00% | 377 | $54K | Add +50.2% |
| FSTA Fidelity MSCI Cons Stap Indx | 0.00% | 1,055 | $54K | No change |
| ROST Ross Stores Inc. | 0.00% | 413 | $53K | No change |
| RACE Ferrari NV | 0.00% | 123 | $53K | Add +1.6% |
| APO Apollo Global Management Inc. | 0.00% | 384 | $53K | No change |
| CTSH Cognizant Tech Solutions-A | 0.00% | 685 | $52K | Add +0.3% |
| VTHR Vanguard Russell 3000 | 0.00% | 208 | $51K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.00% | 607 | $51K | Add +6.5% |
| IBMP iShares Ibonds Dec 2027 Term | 0.00% | 2,015 | $51K | No change |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.00% | 2,004 | $51K | No change |
| BDX Becton Dickinson and Co. | 0.00% | 219 | $50K | No change |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.00% | 1,661 | $49K | No change |
| NWSA News Corp. Class A | 0.00% | 1,811 | $49K | Add +1.1% |
| VIOV Vanguard S&P Small-Cap 600 V | 0.00% | 584 | $49K | New |
| MO Altria Group Inc. | 0.00% | 814 | $49K | Reduce -11.6% |
| AVSU Avantis Resp US Equity ETF | 0.00% | 776 | $48K | Add +102.1% |
| FXI iShares China Large-Cap ETF | 0.00% | 1,350 | $48K | Reduce -10.0% |
| WDAY Workday Inc. Class A | 0.00% | 207 | $48K | Add +2857.1% |
| ISCF iShares International Small | 0.00% | 1,427 | $48K | No change |
| WY Weyerhaeuser Co. | 0.00% | 1,631 | $48K | No change |
| SCI Service Corp. International | 0.00% | 586 | $47K | No change |
| PM Philip Morris International | 0.00% | 296 | $47K | Reduce -28.2% |
| PRU Prudential Financial Inc. | 0.00% | 420 | $47K | No change |
| SILA Sila Realty Trust Inc. | 0.00% | 1,750 | $47K | Add +398.6% |
| AVUS Avantis U.S. Equity ETF | 0.00% | 504 | $47K | Reduce -2.3% |
| HPE Hewlett Packard Enterprise | 0.00% | 3,009 | $46K | Reduce -8.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.00% | 886 | $46K | New |
| KGC Kinross Gold Corp. | 0.00% | 3,638 | $46K | Add +1.1% |
| HBAN Huntington Bancshares Inc. | 0.00% | 3,023 | $45K | Reduce -1.2% |
| ES Eversource Energy | 0.00% | 729 | $45K | Add +1.5% |
| SLF Sun Life Financial Inc. | 0.00% | 787 | $45K | No change |
| AMP Ameriprise Financial Inc. | 0.00% | 93 | $45K | Reduce -39.2% |
| ET Energy Transfer LP | 0.00% | 2,400 | $45K | Add +0.8% |
| ETH Grayscale Ethereum Staking M | 0.00% | 2,578 | $44K | Add +1.1% |
| NEM Newmont Corp. | 0.00% | 906 | $44K | No change |
| CAH Cardinal Health Inc. | 0.00% | 314 | $43K | Reduce -3.1% |
| SRE Sempra | 0.00% | 606 | $43K | No change |
| VMC Vulcan Materials Co. | 0.00% | 184 | $43K | Add +5.1% |
| BTC Grayscale Bitcoin Mini ETF | 0.00% | 1,175 | $43K | No change |
| VVV Valvoline Inc. | 0.00% | 1,221 | $43K | No change |
| IT Gartner Inc. | 0.00% | 101 | $42K | Reduce -31.8% |
| IWC iShares Micro-Cap ETF | 0.00% | 382 | $42K | No change |
| VLY Valley National Bancorp | 0.00% | 4,725 | $42K | No change |
| ACGL Arch Capital Group Ltd. | 0.00% | 435 | $42K | No change |
| DJD Invesco Dow Jones Industrial | 0.00% | 791 | $42K | No change |
| ETR Entergy Corp. | 0.00% | 488 | $42K | Add +5.6% |
| TRI Thomson Reuters Corp. | 0.00% | 238 | $41K | Add +1.7% |
| GGG Graco Inc. | 0.00% | 491 | $41K | No change |
| CLF Cleveland-Cliffs Inc. | 0.00% | 4,925 | $40K | No change |
| FTNT Fortinet Inc. | 0.00% | 419 | $40K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.00% | 315 | $40K | No change |
| FSLR First Solar Inc. | 0.00% | 315 | $40K | No change |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.00% | 400 | $39K | No change |
| HLT Hilton Worldwide Holdings Inc. | 0.00% | 173 | $39K | Add +2.4% |
| FRDM Freedom 100 Emeging MRKT ETF | 0.00% | 1,121 | $39K | No change |
| DUHP Dimensional US High Profi Et | 0.00% | 1,182 | $39K | Add +0.3% |
| CSQ Calamos Strat TTL RTRN FND | 0.00% | 2,400 | $39K | No change |
| FTV Fortive Corp. | 0.00% | 530 | $39K | Reduce -22.1% |
| GRMN Garmin Ltd. | 0.00% | 175 | $38K | No change |
| SPOT Spotify Technology SA | 0.00% | 69 | $38K | No change |
| WAT Waters Corp. | 0.00% | 101 | $37K | Add +1.0% |
| WEC WEC Energy Group Inc. | 0.00% | 341 | $37K | Add +19.2% |
| BIV Vanguard Intermediate-Term B | 0.00% | 484 | $37K | No change |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.00% | 450 | $36K | No change |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.00% | 318 | $36K | Add +8.5% |
| NVS Novartis AG-Sponsored ADR | 0.00% | 323 | $36K | Add +6.6% |
| EXC Exelon Corp. | 0.00% | 778 | $36K | Add +5.7% |
| IWP iShares Russell Mid-Cap Grow | 0.00% | 305 | $36K | Reduce -39.4% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.00% | 780 | $36K | No change |
| XEL Xcel Energy Inc. | 0.00% | 504 | $36K | Add +0.8% |
| DVN Devon Energy Corp. | 0.00% | 946 | $35K | No change |
| CBSH Commerce Bancshares Inc. | 0.00% | 568 | $35K | Reduce -22.9% |
| AMLP Alerian MLP ETF | 0.00% | 672 | $35K | No change |
| FALN iShares Fallen Angels ETF | 0.00% | 1,292 | $35K | No change |
| SLV iShares Silver Trust | 0.00% | 1,109 | $34K | No change |
| K Kellanova | 0.00% | 416 | $34K | No change |
| URI United Rentals Inc. | 0.00% | 54 | $34K | Add +3.9% |
| XLF SS Financial Select Sector | 0.00% | 676 | $34K | Reduce -25.1% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 0.00% | 1,780 | $33K | New |
| A Agilent Technologies Inc. | 0.00% | 284 | $33K | No change |
| FTCS First Trust Capital Strength | 0.00% | 368 | $33K | No change |
| IBN Icici Bank Ltd.-Spon ADR | 0.00% | 1,020 | $32K | Add +1.2% |
| NOK Nokia Corp.-Spon ADR | 0.00% | 6,093 | $32K | Reduce -54.7% |
| GIS General Mills Inc. | 0.00% | 537 | $32K | Reduce -44.8% |
| VOD Vodafone Group PLC-SP ADR | 0.00% | 3,413 | $32K | Reduce -6.1% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.00% | 405 | $32K | No change |
| SRPT Sarepta Therapeutics Inc. | 0.00% | 500 | $32K | No change |
| CP Canadian Pacific Kansas City | 0.00% | 453 | $32K | Add +1.3% |
| AMT American Tower Corp. | 0.00% | 145 | $32K | Add +2.1% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.00% | 177 | $32K | No change |
| VGLT Vanguard Long-Term Treasury | 0.00% | 548 | $32K | No change |
| MRNA Moderna Inc. | 0.00% | 1,113 | $32K | Add +17.2% |
| CEG Constellation Energy | 0.00% | 156 | $31K | Add +0.7% |
| DLY Doubleline Yield Opport | 0.00% | 1,944 | $31K | No change |
| DGX Quest Diagnostics Inc. | 0.00% | 184 | $31K | Add +0.6% |
| PKG Packaging Corp. of America | 0.00% | 156 | $31K | Reduce -7.1% |
| SCCO Southern Copper Corp. | 0.00% | 326 | $30K | Add +0.6% |
| NDSN Nordson Corp. | 0.00% | 151 | $30K | No change |
| CCEP Coca-Cola Europacific Partne | 0.00% | 350 | $30K | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.00% | 327 | $30K | New |
| GEV GE Vernova Inc. | 0.00% | 98 | $30K | Add +30.7% |
| AVSD Avantis Reps Intern Equi ETF | 0.00% | 496 | $30K | Reduce -27.8% |
| CINF Cincinnati Financial Corp. | 0.00% | 200 | $30K | No change |
| GSHD Goosehead Insurance Inc. Class A | 0.00% | 249 | $29K | No change |
| INMD Inmode Ltd. | 0.00% | 1,649 | $29K | Reduce -10.0% |
| FLOT iShares Floating Rate Bond E | 0.00% | 573 | $29K | New |
| ITA iShares U.S. Aerospace & Def | 0.00% | 191 | $29K | No change |
| MRSH Marsh & McLennan Cos | 0.00% | 119 | $29K | Reduce -4.0% |
| J Jacobs Solutions Inc. | 0.00% | 240 | $29K | No change |
| FMDE Fidelity Enhanced Mid Cap Co. | 0.00% | 908 | $28K | No change |
| EPRT Essential Properties Realty | 0.00% | 867 | $28K | Reduce -10.0% |
| RYLD Global X Russell 2000 Cov Class | 0.00% | 1,868 | $28K | New |
| ICLR Icon PLC | 0.00% | 161 | $28K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.00% | 357 | $28K | Reduce -44.0% |
| DOW Dow Inc. | 0.00% | 798 | $28K | Reduce -61.5% |
| IYR iShares US Real Estate ETF | 0.00% | 289 | $28K | No change |
| AWK American Water Works Co. Inc. | 0.00% | 187 | $28K | No change |
| GPN Global Payments Inc. | 0.00% | 282 | $28K | No change |
| ARCC Ares Capital Corp. | 0.00% | 1,242 | $28K | No change |
| HEI.A Heico Corp. Class A | 0.00% | 129 | $27K | No change |
| INGR Ingredion Inc. | 0.00% | 200 | $27K | No change |
| PLD Prologis Inc. | 0.00% | 241 | $27K | Reduce -14.5% |
| BABA Alibaba Group Holding-SP ADR | 0.00% | 201 | $27K | Reduce -6.1% |
| GNL Global Net Lease Inc. | 0.00% | 3,297 | $27K | No change |
| STT State Street Corp. | 0.00% | 296 | $27K | No change |
| ASH Ashland Inc. | 0.00% | 445 | $26K | No change |
| FTA First Trust L C Val Alp | 0.00% | 343 | $26K | No change |
| MFC Manulife Financial Corp. | 0.00% | 842 | $26K | No change |
| VMBS Vanguard Mortgage-Backed Sec | 0.00% | 565 | $26K | No change |
| SONY Sony Group Corp. - SP ADR | 0.00% | 1,030 | $26K | No change |
| FXL First Trust Technology Alpha | 0.00% | 197 | $26K | No change |
| SCHH Schwab US REIT ETF | 0.00% | 1,205 | $26K | No change |
| DLTR Dollar Tree Inc. | 0.00% | 342 | $26K | No change |
| GSG iShares S&P Gsci Commodity I | 0.00% | 1,125 | $26K | No change |
| CIBR First Trust Nasdaq Cybersecu | 0.00% | 406 | $26K | No change |
| DCI Donaldson Co. Inc. | 0.00% | 377 | $25K | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.00% | 343 | $25K | Add +7.5% |
| HAS Hasbro Inc. | 0.00% | 411 | $25K | Reduce -7.2% |
| RBA RB Global Inc. | 0.00% | 249 | $25K | No change |
| SEIC Sei Investments Company | 0.00% | 320 | $25K | No change |
| ZTS Zoetis Inc. | 0.00% | 148 | $24K | Reduce -51.0% |
| CPNG Coupang Inc. | 0.00% | 1,111 | $24K | Reduce -1.2% |
| ADSK Autodesk Inc. | 0.00% | 93 | $24K | Reduce -45.6% |
| GSLC Goldman Activebeta US LC ETF | 0.00% | 220 | $24K | No change |
| NGG National Grid PLC-SP ADR | 0.00% | 368 | $24K | Reduce -0.3% |
| NJR New Jersey Resources Corp. | 0.00% | 492 | $24K | No change |
| PSEC Prospect Capital Corp. | 0.00% | 5,880 | $24K | No change |
| WSC Willscot Holdings Corp. | 0.00% | 860 | $24K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.00% | 300 | $24K | No change |
| BLOK Amplify Blockchain Tech ETF | 0.00% | 641 | $24K | No change |
| GEHC GE Healthcare Technology | 0.00% | 292 | $24K | Add +11.0% |
| JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F | 0.00% | 234 | $24K | No change |
| HCA HCA Healthcare Inc. | 0.00% | 68 | $23K | Add +6.3% |
| CBOE Cboe Global Markets Inc. | 0.00% | 102 | $23K | Reduce -1.9% |
| PPL PPL Corp. | 0.00% | 633 | $23K | No change |
| MCO Moody's Corp. | 0.00% | 49 | $23K | Reduce -43.0% |
| ZBH Zimmer Biomet Holdings Inc. | 0.00% | 201 | $23K | Reduce -25.8% |
| VPL Vanguard Ftse Pacific ETF | 0.00% | 311 | $23K | No change |
| SLAB Silicon Laboratories Inc. | 0.00% | 200 | $23K | No change |
| IBTO iShares Ibonds Dec 2033 Tres | 0.00% | 901 | $22K | Add +38.2% |
| BHP BHP Group Ltd.-Spon ADR | 0.00% | 450 | $22K | Reduce -1.5% |
| ALB Albemarle Corp. | 0.00% | 303 | $22K | No change |
| IVT Inventrust Properties Corp. | 0.00% | 739 | $22K | No change |
| CDNS Cadence Design SYS Inc. | 0.00% | 85 | $22K | Add +3.7% |
| UL Unilever PLC | 0.00% | 362 | $22K | Add +66.8% |
| VOYA Voya Financial Inc. | 0.00% | 317 | $21K | Add +13.2% |
| DWX State Street SPDR S&P Intern | 0.00% | 555 | $21K | No change |
| UGI Ugi Corp. | 0.00% | 642 | $21K | No change |
| STZ Constellation Brands Inc. Class A | 0.00% | 115 | $21K | No change |
| INNOVATOR IBD BREAKOUT OPPS | 0.00% | 577 | $21K | No change |
| CFR Cullen/Frost Bankers Inc. | 0.00% | 166 | $21K | Reduce -38.8% |
| GM General Motors Co. | 0.00% | 440 | $21K | No change |
| NTR Nutrien Ltd. | 0.00% | 416 | $21K | No change |
| MKL Markel Group Inc. | 0.00% | 11 | $21K | No change |
| UBER Uber Technologies Inc. | 0.00% | 282 | $21K | Add +23.1% |
| SYF Synchrony Financial | 0.00% | 387 | $20K | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.00% | 1,992 | $20K | Reduce -10.0% |
| EQNR Equinor ASA-Spon ADR | 0.00% | 767 | $20K | Add +2.3% |
| HDB HDFC Bank Ltd.-ADR | 0.00% | 305 | $20K | Add +3.7% |
| BTG B2GOLD Corp. | 0.00% | 7,100 | $20K | No change |
| IYH iShares U.S. Healthcare ETF | 0.00% | 330 | $20K | No change |
| PCAR Paccar Inc. | 0.00% | 206 | $20K | Reduce -6.8% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.00% | 58 | $20K | No change |
| FISV Fiserv Inc. | 0.00% | 90 | $20K | Add +7.1% |
| LOUP Innovator Deepwater Frontier | 0.00% | 436 | $20K | No change |
| KEYS Keysight Technologies Inc. | 0.00% | 132 | $20K | No change |
| XYLD Global X S&P 500 Cove Call E | 0.00% | 500 | $20K | New |
| IR Ingersoll-Rand Inc. | 0.00% | 246 | $20K | No change |
| XLI SS Industrial Select Sector | 0.00% | 150 | $20K | New |
| PBD Invesco Global Clean Energy | 0.00% | 1,857 | $20K | Add +143.7% |
| ALC Alcon Inc. filed as ALCON AG | 0.00% | 206 | $20K | No change |
| IQLT iShares MSCI International Q | 0.00% | 488 | $19K | No change |
| ACA Arcosa Inc. | 0.00% | 250 | $19K | No change |
| NTRS Northern Trust Corp. | 0.00% | 195 | $19K | No change |
| ENB Enbridge Inc. | 0.00% | 434 | $19K | No change |
| ULH Universal Logistics Holdings | 0.00% | 705 | $19K | No change |
| MAIN Main Street Capital Corp. | 0.00% | 325 | $18K | No change |
| FXH First Trust Health Care Alph | 0.00% | 176 | $18K | No change |
| ODFL Old Dominion Freight Line | 0.00% | 109 | $18K | Add +1.9% |
| KD Kyndryl Holdings Inc. | 0.00% | 574 | $18K | Add +2.5% |
| RPM RPM International Inc. | 0.00% | 155 | $18K | No change |
| DES Wisdomtree US Smallcap Divid | 0.00% | 561 | $18K | No change |
| MDB Mongodb Inc. | 0.00% | 102 | $18K | Reduce -9.7% |
| MCY Mercury General Corp. | 0.00% | 320 | $18K | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.00% | 150 | $18K | No change |
| TMFC Motley Fool 100 Index ETF | 0.00% | 318 | $18K | No change |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.00% | 339 | $18K | Add +8.0% |
| JIRE JPMorgan Int Res Enh Eqty | 0.00% | 275 | $18K | No change |
| SPG Simon Property Group Inc. | 0.00% | 105 | $17K | Reduce -0.9% |
| NTRA Natera Inc. | 0.00% | 123 | $17K | No change |
| AIG American International Group | 0.00% | 200 | $17K | No change |
| QEMM State Street SPDR MSCI Emerg | 0.00% | 300 | $17K | Reduce -12.3% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.00% | 186 | $17K | No change |
| STRIDE INC (LRN 1.125 09/01/27) | 0.00% | 7,000 | $17K | No change |
| DTE DTE Energy Company | 0.00% | 121 | $17K | Reduce -45.3% |
| IBTM iShares Ibnds Dec 2032 TT | 0.00% | 725 | $17K | Add +54.6% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM | 0.00% | 294 | $17K | No change |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.00% | 1,205 | $16K | No change |
| FTXH First Trust Nasdaq Pharmaceu | 0.00% | 593 | $16K | No change |
| THO Thor Industries Inc. | 0.00% | 215 | $16K | Reduce -9.7% |
| DKS Dick's Sporting Goods Inc. | 0.00% | 80 | $16K | No change |
| INSP Inspire Medical Systems Inc. | 0.00% | 100 | $16K | Reduce -9.9% |
| VDC Vanguard Consumer Staple ETF | 0.00% | 72 | $16K | No change |
| SVM Silvercorp Metals Inc. | 0.00% | 4,043 | $16K | No change |
| SNPS Synopsys Inc. | 0.00% | 36 | $15K | No change |
| AZO AutoZone Inc. | 0.00% | 4 | $15K | No change |
| CNP Centerpoint Energy Inc. | 0.00% | 420 | $15K | No change |
| ROBT First Trust Nasdaq Artificia | 0.00% | 372 | $15K | No change |
| BLDR Builders Firstsource Inc. | 0.00% | 121 | $15K | Add +12000.0% |
| HQY Healthequity Inc. | 0.00% | 171 | $15K | Reduce -10.0% |
| RY Royal Bank of Canada | 0.00% | 134 | $15K | Reduce -9.5% |
| BAX Baxter International Inc. | 0.00% | 435 | $15K | Reduce -45.6% |
| CLX Clorox Company | 0.00% | 101 | $15K | No change |
| XLE SS Energy Select Sector | 0.00% | 159 | $15K | Add +8.2% |
| BAM Brookfield Asset Mgmt-A | 0.00% | 306 | $15K | Reduce -9.7% |
| WOMN Impact Shares Women's Empowe | 0.00% | 382 | $15K | Add +0.3% |
| UAL United Airlines Holdings Inc. | 0.00% | 211 | $15K | No change |
| HTGC Hercules Capital Inc. | 0.00% | 756 | $15K | No change |
| UTF Cohen & Steers Infrastructur | 0.00% | 562 | $14K | No change |
| HAL Halliburton Co. | 0.00% | 564 | $14K | No change |
| BWA Borgwarner Inc. | 0.00% | 499 | $14K | No change |
| BIIB Biogen Inc. | 0.00% | 104 | $14K | No change |
| DXCM Dexcom Inc. | 0.00% | 208 | $14K | No change |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.00% | 199 | $14K | No change |
| USIG iShares Broad Usd Investment | 0.00% | 277 | $14K | No change |
| CCL Carnival Corp. | 0.00% | 724 | $14K | Reduce -15.7% |
| UNM Unum Group | 0.00% | 170 | $14K | Reduce -16.3% |
| CME Cme Group Inc. | 0.00% | 52 | $14K | Add +6.1% |
| BTI British American Tob-SP ADR | 0.00% | 333 | $14K | Add +5.7% |
| FE Firstenergy Corp. | 0.00% | 340 | $14K | No change |
| CRL Charles River Laboratories | 0.00% | 91 | $14K | No change |
| HNDL Nasdaq 7 Handl Index ETF filed as STRATEGY SHS | 0.00% | 646 | $14K | No change |
| PFG Principal Financial Group | 0.00% | 161 | $14K | Reduce -67.9% |
| MSCI MSCI Inc. | 0.00% | 24 | $14K | No change |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.00% | 47 | $14K | Add +27.0% |
| PSA Public Storage | 0.00% | 45 | $13K | No change |
| TTE Totalenergies SE -Spon ADR | 0.00% | 208 | $13K | No change |
| QYLD Global X Nasd 100 Cov Call | 0.00% | 800 | $13K | Add +300.0% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.00% | 241 | $13K | No change |
| EXTR Extreme Networks Inc. | 0.00% | 1,000 | $13K | No change |
| IQV Iqvia Holdings Inc. | 0.00% | 75 | $13K | Add +4.2% |
| VGSH Vanguard Short-Term Treasury | 0.00% | 224 | $13K | No change |
| WCLD Wisdomtree Cloud Computing | 0.00% | 399 | $13K | No change |
| LEGN Legend Biotech Corp.-ADR | 0.00% | 379 | $13K | No change |
| IBTL iShares Ibonds Dec 2031 Term | 0.00% | 632 | $13K | Add +78.5% |
| AME Ametek Inc. | 0.00% | 73 | $13K | Reduce -5.2% |
| REGN Regeneron Pharmaceuticals | 0.00% | 19 | $12K | Add +18.8% |
| RDDT Reddit Inc. Class A | 0.00% | 115 | $12K | No change |
| PHYS Sprott Physical Gold Trust | 0.00% | 500 | $12K | Reduce -65.3% |
| VPU Vanguard Utilities ETF | 0.00% | 70 | $12K | No change |
| SDOG Alps Sector Dividend Dogs | 0.00% | 205 | $12K | New |
| COIN Coinbase Global Inc. Class A | 0.00% | 69 | $12K | Reduce -9.2% |
| DFIS Dimensional International SM | 0.00% | 458 | $12K | No change |
| DDOG Datadog Inc. Class A | 0.00% | 119 | $12K | Reduce -9.8% |
| PDBC Invesco Optimum Yield Divers | 0.00% | 851 | $12K | No change |
| AOM iShares Core 40/60 Moderate | 0.00% | 264 | $12K | New |
| CDW CDW Corp. | 0.00% | 72 | $12K | No change |
| LUV Southwest Airlines Co. | 0.00% | 339 | $11K | No change |
| IVOG Vanguard S&P Mid-Cap 400 Gro | 0.00% | 110 | $11K | No change |
| RF Regions Financial Corp. | 0.00% | 520 | $11K | No change |
| SHV iShares 0-1 Year Treasury Bo | 0.00% | 100 | $11K | New |
| EUSA iShares MSCI USA Equal Weigh | 0.00% | 118 | $11K | Reduce -5.6% |
| EXAS Exact Sciences Corp. | 0.00% | 255 | $11K | No change |
| CCI Crown Castle Inc. | 0.00% | 105 | $11K | No change |
| FDS Factset Research Systems Inc. | 0.00% | 24 | $11K | Add +300.0% |
| CSL Carlisle Cos Inc. | 0.00% | 32 | $11K | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.00% | 11 | $11K | Add +450.0% |
| BKR Baker Hughes Co. | 0.00% | 247 | $11K | No change |
| KCE SS SPDR S&P Cap MKTS ETF | 0.00% | 85 | $11K | No change |
| EWX State Street SPDR S&P Emergi | 0.00% | 187 | $11K | No change |
| VTRS Viatris Inc. | 0.00% | 1,212 | $11K | Add +7.7% |
| SPXC SPX Technologies Inc. | 0.00% | 81 | $10K | No change |
| VRSK Verisk Analytics Inc. | 0.00% | 35 | $10K | Add +6.1% |
| CSGP Costar Group Inc. | 0.00% | 131 | $10K | No change |
| SLVM Sylvamo Corp. | 0.00% | 150 | $10K | No change |
| JOBY Joby Aviation Inc. | 0.00% | 1,661 | $10K | Add +151.3% |
| XITK SS SPDR F Inno Tech ETF | 0.00% | 62 | $10K | No change |
| DHI D.R. Horton Inc. | 0.00% | 78 | $10K | Add +122.9% |
| CGW Invesco S&P Global Water Ind | 0.00% | 178 | $10K | No change |
| RSPS Invesco S&P 500 Equal Weight | 0.00% | 320 | $10K | No change |
| BKF iShares MSCI Bic ETF | 0.00% | 245 | $10K | No change |
| PACIRA BIOSCIENCES INC (PCRX 0.75 08/01/25) | 0.00% | 10,000 | $10K | No change |
| GPC Genuine Parts Co. | 0.00% | 80 | $10K | No change |
| KHC The Kraft Heinz Co. | 0.00% | 313 | $10K | Reduce -7.9% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.00% | 200 | $9K | No change |
| XYZ Block Inc. | 0.00% | 174 | $9K | Add +4.8% |
| EXCHANGE TRADED CONCEPTS TRU | 0.00% | 758 | $9K | No change |
| ADPT Adaptive Biotechnologies | 0.00% | 1,231 | $9K | No change |
| ILCG iShares Morningstar Growth E | 0.00% | 112 | $9K | New |
| HWM Howmet Aerospace Inc. | 0.00% | 69 | $9K | No change |
| VISHAY INTERTECHNOLOGY (VSH 2.25 06/15/25) | 0.00% | 9,000 | $9K | No change |
| TEAM Atlassian Corp. Class A | 0.00% | 41 | $9K | No change |
| EA Electronic Arts Inc. | 0.00% | 60 | $9K | No change |
| PWR Quanta Services Inc. | 0.00% | 34 | $9K | Reduce -5.6% |
| HES Hess Corp. | 0.00% | 54 | $9K | Add +12.5% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.00% | 130 | $9K | No change |
| D Dominion Energy Inc. | 0.00% | 153 | $9K | No change |
| OXY Occidental Petroleum Corp. | 0.00% | 171 | $8K | No change |
| VWOB Vanguard Emerg MKTS Gov BND | 0.00% | 131 | $8K | Reduce -59.1% |
| SKYY First Trust Cloud Computing | 0.00% | 81 | $8K | No change |
| RBLX Roblox Corp. Class A | 0.00% | 142 | $8K | Reduce -35.5% |
| IONQ Ionq Inc. | 0.00% | 375 | $8K | Add +200.0% |
| WES Western Midstream Partners L | 0.00% | 200 | $8K | No change |
| NPO Enpro Inc. | 0.00% | 50 | $8K | No change |
| NXST Nexstar Media Group Inc. | 0.00% | 45 | $8K | No change |
| CAG Conagra Brands Inc. | 0.00% | 300 | $8K | No change |
| TPYP Managed Portfolio Series | 0.00% | 218 | $8K | New |
| NTAP Netapp Inc. | 0.00% | 90 | $8K | No change |
| VALE Vale SA-SP ADR | 0.00% | 792 | $8K | No change |
| GSK GSK PLC-Spon ADR | 0.00% | 204 | $8K | No change |
| GEL Genesis Energy L.P. | 0.00% | 500 | $8K | No change |
| L Loews Corp. | 0.00% | 85 | $8K | No change |
| SWK Stanley Black & Decker Inc. | 0.00% | 101 | $8K | No change |
| HII Huntington Ingalls Industrie | 0.00% | 38 | $8K | Reduce -2.6% |
| PAVE Global X US Infrastructure | 0.00% | 203 | $8K | No change |
| BSJU Invesco Bulletshares 2030 HY | 0.00% | 300 | $8K | No change |
| SCHP Schwab U.S. Tips ETF | 0.00% | 284 | $8K | New |
| O Realty Income Corp. | 0.00% | 131 | $8K | Add +19.1% |
| GEF Greif Inc. Class A | 0.00% | 138 | $8K | No change |
| OGS One Gas Inc. | 0.00% | 100 | $8K | No change |
| LUNR Intuitive Machines Inc. | 0.00% | 1,010 | $8K | New |
| IBDU iShares Ibonds Dec 2029 Term | 0.00% | 325 | $8K | No change |
| XLY SS Consumer Disc Select Sect | 0.00% | 38 | $8K | Reduce -41.5% |
| KRE SS SPDR S&P Regional Bank | 0.00% | 130 | $7K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.00% | 85 | $7K | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.00% | 109 | $7K | Reduce -60.2% |
| RCL Royal Caribbean Cruises Ltd. | 0.00% | 35 | $7K | No change |
| GRID First TRST Nasd Class Edg Sgiif | 0.00% | 63 | $7K | No change |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.00% | 185 | $7K | No change |
| IAT iShares US Regional Banks Et | 0.00% | 150 | $7K | Add +0.7% |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.00% | 500 | $7K | No change |
| ELP Companhia Paranaense DE Ener | 0.00% | 922 | $7K | No change |
| WBD Warner Bros Discovery Inc. | 0.00% | 620 | $7K | Reduce -5.6% |
| NXDT Nexpoint Diversified Real Es | 0.00% | 1,702 | $7K | Add +2.6% |
| PFFV Global X Variable Rate Pref | 0.00% | 270 | $6K | New |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.00% | 81 | $6K | No change |
| IBTP iShares Ibonds Dec 2034 ETF | 0.00% | 245 | $6K | New |
| MTCH Match Group Inc. | 0.00% | 199 | $6K | No change |
| TMDX Transmedics Group Inc. | 0.00% | 92 | $6K | No change |
| BCE Bce Inc. | 0.00% | 267 | $6K | Add +9.0% |
| CPT Camden Property Trust | 0.00% | 50 | $6K | No change |
| PII Polaris Inc. | 0.00% | 149 | $6K | No change |
| FANG Diamondback Energy Inc. | 0.00% | 38 | $6K | Add +11.8% |
| ALL Allstate Corp. | 0.00% | 29 | $6K | No change |
| FAF First American Financial | 0.00% | 91 | $6K | No change |
| RSPT Invesco S&P 500 Equal Weight | 0.00% | 173 | $6K | No change |
| ALK Alaska Air Group Inc. | 0.00% | 120 | $6K | No change |
| YUMC Yum China Holdings Inc. | 0.00% | 113 | $6K | No change |
| TYL Tyler Technologies Inc. | 0.00% | 10 | $6K | Reduce -77.3% |
| IPG Interpublic Group of Cos Inc. | 0.00% | 214 | $6K | No change |
| CTAS Cintas Corp. | 0.00% | 28 | $6K | Add +16.7% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.00% | 74 | $6K | No change |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.00% | 100 | $6K | No change |
| AGCO Agco Corp. | 0.00% | 62 | $6K | No change |
| GCOW Pacer Global Cash Cows Divid | 0.00% | 155 | $6K | New |
| CEF Sprott Physical Gold and Sil | 0.00% | 200 | $6K | No change |
| JQUA JPMorgan US Quality Factor | 0.00% | 100 | $6K | New |
| JHMM John Hancock Multi Fact Mid | 0.00% | 95 | $5K | No change |
| CIEN Ciena Corp. | 0.00% | 88 | $5K | Add +4.8% |
| FENY Fidelity MSCI Energy Index | 0.00% | 208 | $5K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.00% | 130 | $5K | No change |
| XLG Invesco S&P 500 Top 50 ETF | 0.00% | 115 | $5K | No change |
| AYI Acuity Inc. | 0.00% | 20 | $5K | No change |
| CWCO Consolidated Water Co.-Ord SH | 0.00% | 215 | $5K | No change |
| BEAM Beam Therapeutics Inc. | 0.00% | 268 | $5K | No change |
| DRI Darden Restaurants Inc. | 0.00% | 25 | $5K | No change |
| IBKR Interactive Brokers Gro Class A | 0.00% | 31 | $5K | No change |
| NXTG First Trust Indxx Nextg ETF | 0.00% | 60 | $5K | No change |
| APPF Appfolio Inc. Class A | 0.00% | 23 | $5K | Reduce -72.6% |
| ZS Zscaler Inc. | 0.00% | 25 | $5K | No change |
| OSCR Oscar Health Inc. Class A | 0.00% | 374 | $5K | No change |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.00% | 33 | $5K | Add +6.5% |
| VGIT Vanguard Intermediate-Term T | 0.00% | 82 | $5K | No change |
| DTM DT Midstream Inc. | 0.00% | 50 | $5K | No change |
| SBIO Alps Medical Breakthroughs | 0.00% | 167 | $5K | No change |
| ESGG NT Stoxx GLBL ESG ETF | 0.00% | 28 | $5K | No change |
| VTYX Ventyx Biosciences Inc. | 0.00% | 4,116 | $5K | No change |
| ACHR Archer Aviation Inc. Class A | 0.00% | 658 | $5K | No change |
| DUOL Duolingo | 0.00% | 15 | $5K | No change |
| OMC Omnicom Group | 0.00% | 55 | $5K | No change |
| BUZZ Vaneck Social Sentiment ETF | 0.00% | 204 | $5K | No change |
| BLCN Siren NXGN Ecnmy ETF-Usd Inc. | 0.00% | 237 | $5K | No change |
| DEM Wisdomtree Emerging Markets | 0.00% | 106 | $4K | Add +51.4% |
| SNV Synovus Financial Corp. | 0.00% | 95 | $4K | No change |
| PRGO Perrigo Co. PLC | 0.00% | 158 | $4K | No change |
| ULTA Ulta Beauty Inc. | 0.00% | 12 | $4K | No change |
| IGPT Invesco AI and Next Gen Soft | 0.00% | 108 | $4K | No change |
| FINX Global X Fintech ETF | 0.00% | 155 | $4K | No change |
| ACWX iShares MSCI Acwi Ex US ETF | 0.00% | 77 | $4K | No change |
| IDXX Idexx Laboratories Inc. | 0.00% | 10 | $4K | No change |
| RJF Raymond James Financial Inc. | 0.00% | 30 | $4K | No change |
| APH Amphenol Corp. Class A | 0.00% | 63 | $4K | Add +133.3% |
| OGN Organon & Co. | 0.00% | 277 | $4K | Reduce -2.5% |
| CRNC Cerence Inc. | 0.00% | 521 | $4K | No change |
| SCHO Schwab Short-Term US Treas | 0.00% | 168 | $4K | Add +0.6% |
| HLN Haleon PLC-ADR | 0.00% | 396 | $4K | Add +11.2% |
| MFIC Midcap Financial Investment | 0.00% | 316 | $4K | No change |
| ATR Aptargroup Inc. | 0.00% | 27 | $4K | No change |
| PNQI Invesco Nasdaq Internet ETF | 0.00% | 90 | $4K | No change |
| DFJ Wisdomtree JPN S/C DVD Fund | 0.00% | 50 | $4K | No change |
| GCC Wisdomtree Enhanced Commodit | 0.00% | 202 | $4K | No change |
| BBCA JPMorgan Betabuilders Canada | 0.00% | 55 | $4K | No change |
| WEX Wex Inc. | 0.00% | 25 | $4K | No change |
| TWLO Twilio Inc. Class A | 0.00% | 40 | $4K | No change |
| CRSP Crispr Therapeutics AG | 0.00% | 115 | $4K | Reduce -9.4% |
| MORN Morningstar Inc. | 0.00% | 13 | $4K | No change |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.00% | 76 | $4K | Reduce -3.8% |
| QTUM Defiance Quantum ETF | 0.00% | 52 | $4K | No change |
| AMG Affiliated Managers Group | 0.00% | 23 | $4K | No change |
| MANH Manhattan Associates Inc. | 0.00% | 22 | $4K | No change |
| WPM Wheaton Precious Metals Corp. | 0.00% | 49 | $4K | Add +25.6% |
| SOXX iShares Semiconductor ETF | 0.00% | 20 | $4K | No change |
| DBA Invesco DB Agriculture Fund | 0.00% | 140 | $4K | No change |
| WAB Wabtec Corp. | 0.00% | 20 | $4K | Add +17.6% |
| PTC PTC Inc. | 0.00% | 23 | $4K | No change |
| EW Edwards Lifesciences Corp. | 0.00% | 49 | $4K | New |
| ATMU Atmus Filtration Technologie | 0.00% | 96 | $4K | No change |
| BATT Amplify Lithium Battery Tech | 0.00% | 421 | $4K | No change |
| OWL Blue Owl Capital Inc. | 0.00% | 175 | $4K | No change |
| DLN Wisdomtree US Largecap Divid | 0.00% | 44 | $3K | No change |
| SPHQ Invesco S&P 500 Quality ETF | 0.00% | 52 | $3K | No change |
| IMCG iShares Morningstar Mid-Cap | 0.00% | 48 | $3K | No change |
| CE Celanese Corp. | 0.00% | 60 | $3K | Reduce -70.6% |
| BSMY Invesco Bulletshares 2034 MB | 0.00% | 141 | $3K | New |
| BNTX Biontech SE-ADR | 0.00% | 37 | $3K | Reduce -9.8% |
| CTRA Coterra Energy Inc. | 0.00% | 116 | $3K | Reduce -83.8% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.00% | 75 | $3K | No change |
| KYN Kayne Anderson Energy Infra | 0.00% | 254 | $3K | No change |
| TXT Textron Inc. | 0.00% | 45 | $3K | Reduce -8.2% |
| STEW SRH Total Return Fund Inc. | 0.00% | 184 | $3K | No change |
| DFAR Dimensional US Real Est ETF | 0.00% | 133 | $3K | No change |
| ARTY iShares Future AI & Tech ETF | 0.00% | 100 | $3K | No change |
| TECK Teck Resources Ltd.-CLS B | 0.00% | 86 | $3K | No change |
| TRP TC Energy Corp. | 0.00% | 66 | $3K | No change |
| HRL Hormel Foods Corp. | 0.00% | 100 | $3K | No change |
| IMCB iShares Morningstar Mid-Cap | 0.00% | 42 | $3K | Add +2.4% |
| TOST Toast Inc. Class A | 0.00% | 93 | $3K | Reduce -9.7% |
| ON On Semiconductor | 0.00% | 74 | $3K | Add +19.4% |
| SHAK Shake Shack Inc. Class A | 0.00% | 34 | $3K | Reduce -8.1% |
| FNV Franco-Nevada Corp. | 0.00% | 19 | $3K | Reduce -48.6% |
| HFRO Highland Opport & Income | 0.00% | 571 | $3K | No change |
| ROP Roper Technologies Inc. | 0.00% | 5 | $3K | No change |
| XME SS SPDR S&P Metals Mining | 0.00% | 52 | $3K | No change |
| DG Dollar General Corp. | 0.00% | 33 | $3K | Reduce -17.5% |
| FELV Fidelity Enh LRG Cap Val ETF | 0.00% | 94 | $3K | Add +1.1% |
| CFG Citizens Financial Group | 0.00% | 70 | $3K | No change |
| VDE Vanguard Energy ETF | 0.00% | 22 | $3K | No change |
| KNDI Kandi Technologies Group Inc. | 0.00% | 2,000 | $3K | No change |
| RVTY Revvity Inc. | 0.00% | 26 | $3K | No change |
| WCEO Hypatia Women Ceo ETF | 0.00% | 98 | $3K | No change |
| JCI Johnson Controls Internation | 0.00% | 34 | $3K | Add +61.9% |
| MAR Marriott International Class A | 0.00% | 11 | $3K | Add +37.5% |
| CRT Cross Timbers Royalty Trust | 0.00% | 200 | $3K | No change |
| FOXA Fox Corp. Class A | 0.00% | 44 | $2K | No change |
| RPG Invesco S&P 500 Pure Growth | 0.00% | 65 | $2K | No change |
| LSTR Landstar System Inc. | 0.00% | 16 | $2K | No change |
| FITB Fifth Third Bancorp | 0.00% | 61 | $2K | Add +69.4% |
| ALGN Align Technology Inc. | 0.00% | 15 | $2K | Add +25.0% |
| BLKB Blackbaud Inc. | 0.00% | 38 | $2K | No change |
| EIX Edison International | 0.00% | 40 | $2K | No change |
| DAL Delta Air Lines Inc. | 0.00% | 54 | $2K | No change |
| EWJ iShares MSCI Japan ETF | 0.00% | 34 | $2K | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.00% | 23 | $2K | New |
| GFS Globalfoundries Inc. | 0.00% | 62 | $2K | No change |
| PRTA Prothena Corp. PLC | 0.00% | 184 | $2K | No change |
| CC The Chemours Co. | 0.00% | 167 | $2K | No change |
| MRP Millrose Properties | 0.00% | 84 | $2K | Reduce -2.9% |
| TRMK Trustmark Corp. | 0.00% | 64 | $2K | No change |
| PHM Pultegroup Inc. | 0.00% | 21 | $2K | Reduce -19.2% |
| VCIT Vanguard Int-Term Corporate | 0.00% | 26 | $2K | No change |
| QSR Restaurant Brands Intern | 0.00% | 30 | $2K | Add +30.4% |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 160 | $2K | No change |
| SFM Sprouts Farmers Market Inc. | 0.00% | 13 | $2K | No change |
| RELX Relx PLC - Spon ADR | 0.00% | 39 | $2K | New |
| RGLD Royal Gold Inc. | 0.00% | 12 | $2K | No change |
| XSHQ Invesco S&P Smallcap Quality | 0.00% | 49 | $2K | No change |
| JBLU Jetblue Airways Corp. | 0.00% | 400 | $2K | No change |
| IGM iShares Expanded Tech Sector | 0.00% | 21 | $2K | No change |
| NCLH Norwegian Cruise Line Holdin | 0.00% | 100 | $2K | New |
| COLM Columbia Sportswear Co. | 0.00% | 25 | $2K | No change |
| GMED Globus Medical Inc. Class A | 0.00% | 25 | $2K | No change |
| HDV iShares Core High Dividend E | 0.00% | 15 | $2K | New |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.00% | 41 | $2K | New |
| QRVO Qorvo Inc. | 0.00% | 25 | $2K | No change |
| IEX Idex Corp. | 0.00% | 10 | $2K | No change |
| ECL Ecolab Inc. | 0.00% | 7 | $2K | Reduce -96.6% |
| KVUE Kenvue Inc. | 0.00% | 74 | $2K | No change |
| SBAC SBA Communications Corp. | 0.00% | 8 | $2K | New |
| NIO Nio Inc. - ADR | 0.00% | 458 | $2K | No change |
| IIPR Innovative Industrial Proper | 0.00% | 32 | $2K | Reduce -5.9% |
| NTLA Intellia Therapeutics Inc. | 0.00% | 240 | $2K | No change |
| NNVC Nanoviricides Inc. | 0.00% | 1,450 | $2K | No change |
| DOCU Docusign Inc. | 0.00% | 20 | $2K | No change |
| ACP Abrdn Income Credit Strat | 0.00% | 272 | $2K | No change |
| BIBL Inspire 100 ETF | 0.00% | 41 | $2K | No change |
| ELPC Cia Paranaense DE Ener-ADR filed as COMPANHIA PARANAENSE DE ENER | 0.00% | 230 | $2K | No change |
| FTHY First Trust Hi YLD Opp 2027 | 0.00% | 107 | $2K | No change |
| TPR Tapestry Inc. | 0.00% | 21 | $1K | No change |
| AMTM Amentum Holdings Inc. | 0.00% | 80 | $1K | No change |
| MD Pediatrix Medical Group Inc. | 0.00% | 100 | $1K | No change |
| AEM Agnico Eagle Mines Ltd. | 0.00% | 13 | $1K | No change |
| TECH Bio-Techne Corp. | 0.00% | 24 | $1K | No change |
| PSNL Personalis Inc. | 0.00% | 400 | $1K | Add +100.0% |
| RGA Reinsurance Group of America | 0.00% | 7 | $1K | No change |
| SHE SS SPDR MSCI U Gend Div ETF | 0.00% | 12 | $1K | No change |
| MNST Monster Beverage Corp. | 0.00% | 23 | $1K | Add +76.9% |
| XEMDX Western Asset Emrg MRKT DBT | 0.00% | 133 | $1K | No change |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.00% | 21 | $1K | New |
| DXC DXC Technology Co. | 0.00% | 75 | $1K | Reduce -25.0% |
| OC Owens Corning | 0.00% | 9 | $1K | No change |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.00% | 7 | $1K | No change |
| BBWI Bath & Body Works Inc. | 0.00% | 42 | $1K | Reduce -71.6% |
| NEO Neogenomics Inc. | 0.00% | 134 | $1K | Reduce -9.5% |
| XEVVX Eaton Vance Ltd. Durat Inc. | 0.00% | 124 | $1K | No change |
| UMC United Microelectron-SP ADR | 0.00% | 171 | $1K | New |
| PLUG Plug Power Inc. | 0.00% | 900 | $1K | New |
| ETHA iShares Ethereum Trust ETF | 0.00% | 87 | $1K | New |
| BGH Barings GLBL SHRT Dur Hi YLD | 0.00% | 79 | $1K | No change |
| TCPC BlackRock TCP Capital Corp. | 0.00% | 148 | $1K | Reduce -9.8% |
| E Eni SPA-Sponsored ADR | 0.00% | 38 | $1K | New |
| SOFI Sofi Technologies Inc. | 0.00% | 100 | $1K | No change |
| GPK Graphic Packaging Holding Co. | 0.00% | 44 | $1K | No change |
| PJP Invesco Pharmaceuticals ETF | 0.00% | 13 | $1K | No change |
| RMD Resmed Inc. | 0.00% | 5 | $1K | New |
| FTS Fortis Inc. | 0.00% | 24 | $1K | New |
| IRDM Iridium Communications Inc. | 0.00% | 40 | $1K | No change |
| PHG Koninklijke Philips NVR- NY | 0.00% | 43 | $1K | New |
| KB KB Financial Group Inc.-ADR filed as KB FINL GROUP INC | 0.00% | 20 | $1K | New |
| GLOB Globant SA | 0.00% | 9 | $1K | Reduce -10.0% |
| AI C3.AI Inc. Class A | 0.00% | 50 | $1K | No change |
| ARKG ARK Genomic Revolution ETF | 0.00% | 50 | $1K | No change |
| ICE Intercontinental Exchange Inc. | 0.00% | 6 | $1K | No change |
| AFRM Affirm Holdings Inc. | 0.00% | 22 | $995 | New |
| MAS Masco Corp. | 0.00% | 14 | $974 | No change |
| RIG Transocean Ltd. | 0.00% | 300 | $951 | No change |
| SHG Shinhan Financial Group-ADR | 0.00% | 29 | $931 | New |
| GLPI Gaming and Leisure Propertie | 0.00% | 18 | $917 | No change |
| CBRE CBRE Group Inc. Class A | 0.00% | 7 | $916 | Reduce -97.8% |
| CPRT Copart Inc. | 0.00% | 16 | $906 | New |
| WHR Whirlpool Corp. | 0.00% | 10 | $902 | New |
| WIT Wipro Ltd.-ADR | 0.00% | 288 | $882 | New |
| UAA Under Armour Inc. Class A | 0.00% | 140 | $875 | No change |
| GOVT iShares US Treasury Bond ETF | 0.00% | 37 | $851 | No change |
| UA Under Armour Inc. Class C | 0.00% | 140 | $833 | No change |
| CNQ Canadian Natural Resources | 0.00% | 26 | $801 | New |
| WDC Western Digital Corp. | 0.00% | 19 | $769 | No change |
| JNK SS SPDR BB High Yield Bond | 0.00% | 8 | $763 | No change |
| VTR Ventas Inc. | 0.00% | 11 | $757 | New |
| TRUP Trupanion Inc. | 0.00% | 20 | $746 | No change |
| BXP BXP Inc. | 0.00% | 11 | $740 | New |
| PBW Invesco Wilderhill Clean Ene | 0.00% | 46 | $725 | No change |
| GIB Cgi Inc. | 0.00% | 7 | $699 | New |
| LNC Lincoln National Corp. | 0.00% | 19 | $683 | New |
| NDAQ Nasdaq Inc. | 0.00% | 9 | $683 | New |
| INFY Infosys Ltd.-SP ADR | 0.00% | 37 | $676 | New |
| DBX Dropbox Inc. Class A | 0.00% | 25 | $668 | No change |
| FDLO Fidelity Low Volat Fact ETF | 0.00% | 11 | $667 | No change |
| RL Ralph Lauren Corp. | 0.00% | 3 | $663 | New |
| RDY Dr. Reddy's Laboratories-ADR | 0.00% | 50 | $660 | New |
| VSXY Victoria's Secret & Co. | 0.00% | 35 | $651 | Reduce -27.1% |
| HELE Helen of Troy Ltd. | 0.00% | 12 | $642 | No change |
| POOL Pool Corp. | 0.00% | 2 | $637 | No change |
| ANSS Ansys Inc. | 0.00% | 2 | $634 | Reduce -99.5% |
| DGS Wisdomtree Em Small Cap | 0.00% | 13 | $629 | No change |
| WDS Woodside Energy Group-ADR | 0.00% | 42 | $609 | Add +2000.0% |
| RWT Redwood Trust Inc. | 0.00% | 100 | $607 | No change |
| XYL Xylem Inc. | 0.00% | 5 | $598 | Reduce -96.8% |
| PDD PDD Holdings Inc. | 0.00% | 5 | $592 | New |
| RKT Rocket Cos Inc. Class A | 0.00% | 48 | $580 | No change |
| DEI Douglas Emmett Inc. | 0.00% | 36 | $576 | New |
| PNW Pinnacle West Capital | 0.00% | 6 | $572 | No change |
| TDOC Teladoc Health Inc. | 0.00% | 68 | $542 | Add +21.4% |
| SLP Simulations Plus Inc. | 0.00% | 21 | $515 | No change |
| KRC Kilroy Realty Corp. | 0.00% | 14 | $459 | New |
| CHKP Check Point Software Tech | 0.00% | 2 | $456 | New |
| HST Host Hotels & Resorts Inc. | 0.00% | 32 | $455 | No change |
| TXG 10X Genomics Inc. Class A | 0.00% | 51 | $446 | No change |
| EVGO Evgo Inc. | 0.00% | 165 | $439 | No change |
| AAL American Airlines Group Inc. | 0.00% | 41 | $433 | New |
| HOLX Hologic Inc. | 0.00% | 7 | $433 | New |
| UNG US Natural Gas Fund LP | 0.00% | 20 | $433 | No change |
| NVAX Novavax Inc. | 0.00% | 65 | $417 | No change |
| VTWO Vanguard Russell 2000 ETF | 0.00% | 5 | $404 | No change |
| STLA Stellantis NV | 0.00% | 36 | $404 | New |
| IAS Integral Ad Science Holding | 0.00% | 50 | $403 | New |
| KMPR Kemper Corp. | 0.00% | 6 | $402 | No change |
| ILMN Illumina Inc. | 0.00% | 5 | $397 | No change |
| BFAM Bright Horizons Family Solut | 0.00% | 3 | $382 | New |
| PKX Posco Holdings Inc. -Spon ADR | 0.00% | 8 | $381 | New |
| UPST Upstart Holdings Inc. | 0.00% | 8 | $369 | New |
| PEGA Pegasystems Inc. | 0.00% | 5 | $348 | New |
| TRU Transunion | 0.00% | 4 | $332 | New |
| TER Teradyne Inc. | 0.00% | 4 | $331 | New |
| HAFC Hanmi Financial Corporation | 0.00% | 14 | $318 | Reduce -22.2% |
| FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD | 0.00% | 3 | $308 | New |
| SOBO South Bow Corp. | 0.00% | 12 | $307 | No change |
| SBS Cia Saneamento Basico DE-ADR filed as COMPANHIA DE SANEAMENTO BASI | 0.00% | 17 | $304 | New |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 0.00% | 9 | $298 | New |
| ZM Zoom Communications Inc. | 0.00% | 4 | $296 | No change |
| BHF Brighthouse Financial Inc. | 0.00% | 5 | $290 | No change |
| SNDK Sandisk Corp. | 0.00% | 6 | $286 | No change |
| LEG Leggett & Platt Inc. | 0.00% | 36 | $285 | New |
| EFX Equifax Inc. | 0.00% | 1 | $244 | No change |
| FLNC Fluence Energy Inc. | 0.00% | 50 | $243 | No change |
| LH Labcorp Holdings Inc. | 0.00% | 1 | $233 | New |
| VEEV Veeva Systems Inc. Class A | 0.00% | 1 | $232 | New |
| SSL Sasol Ltd.-Sponsored ADR | 0.00% | 54 | $229 | New |
| UPWK Upwork Inc. | 0.00% | 17 | $222 | New |
| RUN Sunrun Inc. | 0.00% | 36 | $211 | No change |
| LUMN Lumen Technologies Inc. | 0.00% | 53 | $209 | No change |
| QS Quantumscape Corp. | 0.00% | 50 | $208 | New |
| BNDX Vanguard Total Intl Bond ETF | 0.00% | 4 | $196 | Reduce -33.3% |
| BBW Build-A-Bear Workshop Inc. | 0.00% | 5 | $186 | No change |
| REZI Resideo Technologies Inc. | 0.00% | 10 | $177 | No change |
| JOYY Joyy Inc.-ADR | 0.00% | 4 | $168 | New |
| FRPT Freshpet Inc. | 0.00% | 2 | $167 | New |
| U Unity Software Inc. | 0.00% | 8 | $157 | No change |
| FCEL Fuelcell Energy Inc. | 0.00% | 33 | $152 | New |
| DT Dynatrace Inc. | 0.00% | 3 | $142 | New |
| SNDL SNDL Inc. | 0.00% | 100 | $141 | No change |
| ACWI iShares MSCI Acwi ETF | 0.00% | 1 | $123 | No change |
| BITF Bitfarms Ltd./Canada | 0.00% | 151 | $120 | New |
| MUB iShares National Muni Bond E | 0.00% | 1 | $106 | Reduce -87.5% |
| BFH Bread Financial Holdings Inc. | 0.00% | 2 | $101 | No change |
| EMB iShares JP Morgan Usd Emergi | 0.00% | 1 | $91 | No change |
| KLG WK Kellogg Co. | 0.00% | 4 | $80 | Reduce -96.2% |
| TCRT Alaunos Therapeutics Inc. | 0.00% | 54 | $80 | No change |
| USHY iShares Broad Usd High Yield | 0.00% | 2 | $74 | No change |
| PTON Peloton Interactive Inc. Class A | 0.00% | 11 | $70 | No change |
| TLRY Tilray Brands Inc. | 0.00% | 100 | $66 | No change |
| BYND Beyond Meat Inc. | 0.00% | 21 | $65 | No change |
| EMBC Embecta Corp. | 0.00% | 5 | $64 | No change |
| MJ Amplify Alternat Harvest ETF | 0.00% | 3 | $59 | Reduce -3.5% |
| GTX Garrett Motion Inc. | 0.00% | 6 | $51 | No change |
| ACB Aurora Cannabis Inc. | 0.00% | 10 | $44 | No change |
| SKM SK Telecom Co. Ltd.-Spon ADR | 0.00% | 2 | $43 | New |
| WF Woori Financial-Spon ADR | 0.00% | 1 | $34 | New |
| DRAGONFLY ENERGY HOLDINGS CO | 0.00% | 12 | $12 | No change |
| CGC Canopy Growth Corp. | 0.00% | 10 | $10 | No change |
| AMC AMC Entertainment HLDS Class A | 0.00% | 2 | $6 | No change |
| FURY Fury Gold Mines Ltd. | 0.00% | 8 | $4 | No change |