| NVDA Nvidia Corp. | 8.73% | 726,959 | $126.8M | Reduce -1.0% |
| AAPL Apple Inc. | 7.27% | 416,025 | $105.6M | Add +1.2% |
| GOOG Alphabet Inc. Class C | 6.72% | 340,078 | $97.6M | Reduce -10.4% |
| AVGO Broadcom Inc. | 6.34% | 297,552 | $92.1M | Reduce -10.4% |
| MSFT Microsoft Corp. | 6.03% | 236,541 | $87.6M | Add +2.5% |
| AMZN Amazon.com Inc. | 5.29% | 368,803 | $76.8M | Add +0.7% |
| JMTG Mortgage-Backed Securities filed as J P MORGAN EXCHANGE TRADED F | 4.70% | 1,337,102 | $68.2M | Add +0.4% |
| V Visa Inc. Class A | 3.68% | 176,643 | $53.4M | Add +2.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.30% | 69,810 | $33.5M | Reduce -0.3% |
| PWR Quanta Services Inc. | 2.29% | 60,570 | $33.3M | Reduce -35.3% |
| BE Bloom Energy Corp. Class A | 2.18% | 233,720 | $31.7M | Reduce -34.1% |
| LOW Lowe's Cos Inc. | 2.07% | 127,330 | $30.1M | Add +0.5% |
| PPH Vaneck Pharmaceutical ETF | 1.92% | 267,700 | $27.8M | Reduce -0.1% |
| NFLX Netflix Inc. | 1.78% | 269,433 | $25.9M | Add +14868.5% |
| PNC PNC Financial Services Group | 1.77% | 123,604 | $25.7M | Reduce -0.5% |
| PGR Progressive Corp. | 1.64% | 120,024 | $23.8M | Add +0.7% |
| CMS CMS Energy Corp. | 1.57% | 293,359 | $22.8M | Add +0.4% |
| LIN Linde PLC | 1.55% | 45,299 | $22.5M | Add +0.6% |
| USFD US Foods Holding Corp. | 1.51% | 237,290 | $21.9M | Add +66.0% |
| RMD Resmed Inc. | 1.47% | 95,017 | $21.3M | Add +2.8% |
| EQIX Equinix Inc. | 1.43% | 21,241 | $20.8M | Reduce -0.1% |
| AWK American Water Works Co. Inc. | 1.43% | 152,159 | $20.7M | Reduce -0.4% |
| AZO AutoZone Inc. | 1.40% | 6,037 | $20.4M | Add +0.4% |
| SYK Stryker Corp. | 1.37% | 60,540 | $19.9M | Add +20080.0% |
| AON Aon PLC Class A | 1.27% | 57,236 | $18.5M | Add +0.6% |
| PANW Palo Alto Networks Inc. | 1.22% | 110,635 | $17.7M | Add +55.9% |
| TMO Thermo Fisher Scientific Inc. | 1.22% | 35,923 | $17.7M | Add +2.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.10% | 100,305 | $16.0M | Reduce -1.0% |
| VMI Valmont Industries | 1.10% | 39,939 | $16.0M | Add +0.9% |
| DHR Danaher Corp. | 1.05% | 80,758 | $15.3M | Add +2.8% |
| KLAC KLA Corp. | 1.04% | 10,259 | $15.1M | Add +256375.0% |
| ADI Analog Devices Inc. | 0.89% | 40,585 | $12.9M | Add +4.3% |
| VLTO Veralto Corp. | 0.87% | 143,098 | $12.7M | Add +2.0% |
| ANET Arista Networks Inc. | 0.79% | 93,375 | $11.5M | Add +1.1% |
| GOOGL Alphabet Inc. Class A | 0.75% | 37,666 | $10.8M | Reduce -29.6% |
| NVT Nvent Electric PLC | 0.69% | 85,111 | $10.1M | Add +0.4% |
| JNJ Johnson & Johnson | 0.69% | 41,035 | $10.0M | Add +1.1% |
| ONT Onterris Inc. filed as MONTROSE ENVIRONMENTAL GROUP | 0.66% | 436,494 | $9.6M | Add +2.1% |
| TYL Tyler Technologies Inc. | 0.54% | 22,955 | $7.9M | Reduce -0.8% |
| ETR Entergy Corp. | 0.52% | 67,135 | $7.5M | Add +0.9% |
| BIPC Brookfield Infrastructure-A | 0.52% | 190,781 | $7.5M | Reduce -0.6% |
| BIP Brookfield Infrastructure Pa | 0.46% | 184,055 | $6.6M | Reduce -1.6% |
| HASI Ha Sustainable Infrastructur | 0.45% | 179,397 | $6.6M | Reduce -2.0% |
| GLD SPDR Gold Shares | 0.34% | 11,419 | $4.9M | Add +1.6% |
| NOC Northrop Grumman Corp. | 0.34% | 7,159 | $4.9M | Reduce -3.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.30% | 6,680 | $4.3M | Reduce -0.2% |
| FSLR First Solar Inc. | 0.28% | 20,420 | $4.0M | Reduce -84.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.21% | 9,647 | $3.1M | Reduce -3.3% |
| COST Costco Wholesale Corp. | 0.21% | 3,077 | $3.1M | Add +13.7% |
| MA Mastercard Inc. Class A | 0.20% | 5,885 | $2.9M | Add +0.8% |
| TRV The Travelers Cos Inc. | 0.18% | 8,784 | $2.6M | Add +0.4% |
| XLV SS Health Care Select Sector | 0.18% | 17,383 | $2.5M | Add +1.8% |
| IBB iShares Biotechnology ETF | 0.17% | 15,025 | $2.5M | Reduce -7.4% |
| TT Trane Technologies PLC | 0.17% | 5,974 | $2.5M | Reduce -0.8% |
| VXUS Vanguard Total Intl Stock | 0.17% | 32,000 | $2.5M | Reduce -3.0% |
| AMAT Applied Materials Inc. | 0.17% | 7,115 | $2.4M | Reduce -4.2% |
| AMAL Amalgamated Financial Corp. | 0.13% | 48,685 | $1.9M | Reduce -1.5% |
| JPM JPMorgan Chase & Co. | 0.12% | 5,720 | $1.7M | Add +25.1% |
| MRK Merck & Co. Inc. | 0.11% | 13,259 | $1.6M | Add +5.7% |
| GS Goldman Sachs Group Inc. | 0.11% | 1,859 | $1.6M | Add +27.4% |
| MS Morgan Stanley | 0.11% | 9,296 | $1.5M | Add +15.2% |
| ULTA Ulta Beauty Inc. | 0.10% | 2,833 | $1.5M | Add +1.9% |
| IVV iShares Core S&P 500 ETF | 0.09% | 1,961 | $1.3M | No change |
| ITOT iShares Core S&P Total U.S. | 0.08% | 7,807 | $1.1M | New |
| CNI Canadian Natl Railway Co. | 0.07% | 10,200 | $1.0M | No change |
| TSLA Tesla Inc. | 0.07% | 2,759 | $1.0M | No change |
| ORCL Oracle Corp. | 0.07% | 6,972 | $1.0M | Add +2.4% |
| KKR KKR & Co. Inc. | 0.07% | 10,801 | $999K | Reduce -12.2% |
| PG The Procter & Gamble Co. | 0.07% | 6,887 | $995K | Add +17.6% |
| TD Toronto-Dominion Bank | 0.06% | 10,000 | $933K | No change |
| ABBV Abbvie Inc. | 0.06% | 4,066 | $884K | Add +24.0% |
| WMT Walmart Inc. | 0.06% | 6,793 | $844K | Add +46.9% |
| MKL Markel Group Inc. | 0.06% | 429 | $821K | Add +0.9% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.06% | 2,216 | $814K | Reduce -9.6% |
| LLY Eli Lilly & Co. | 0.05% | 849 | $781K | Reduce -4.7% |
| CF CF Industries Holdings Inc. | 0.05% | 6,000 | $779K | No change |
| MDY State Street SPDR S&P Midcap | 0.05% | 1,250 | $771K | Add +25.0% |
| NEE Nextera Energy Inc. | 0.05% | 8,107 | $753K | Add +12.8% |
| AVB Avalonbay Communities Inc. | 0.05% | 4,470 | $730K | Reduce -16.0% |
| BN Brookfield Corp. | 0.05% | 18,000 | $728K | Reduce -14.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.04% | 1,895 | $640K | Add +53.9% |
| IYW iShares Ustechnology ETF | 0.04% | 3,396 | $616K | Add +64.8% |
| XLK SS Technology Select Sector | 0.04% | 4,552 | $605K | Reduce -36.6% |
| ABT Abbott Laboratories | 0.04% | 5,763 | $592K | Add +0.4% |
| HD Home Depot Inc. | 0.04% | 1,772 | $583K | Add +21.0% |
| SOXX iShares Semiconductor ETF | 0.04% | 1,750 | $575K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.04% | 11,203 | $546K | Add +10.4% |
| DHI D.R. Horton Inc. | 0.04% | 3,750 | $515K | No change |
| HLIO Helios Technologies Inc. | 0.04% | 7,901 | $511K | No change |
| UNP Union Pacific Corp. | 0.03% | 2,050 | $497K | Add +9.6% |
| VRSK Verisk Analytics Inc. | 0.03% | 2,600 | $493K | Add +0.3% |
| MDLZ Mondelez International Inc. Class A | 0.03% | 8,142 | $469K | Reduce -96.3% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.03% | 3,234 | $469K | No change |
| AMT American Tower Corp. | 0.03% | 2,695 | $465K | Reduce -5.9% |
| MMM 3M Co. | 0.03% | 3,200 | $465K | No change |
| TFC Truist Financial Corp. | 0.03% | 10,070 | $463K | Add +14.8% |
| AKR Acadia Realty Trust | 0.03% | 24,000 | $459K | No change |
| EFA iShares MSCI Eafe ETF | 0.03% | 4,680 | $455K | Add +65.1% |
| ADBE Adobe Inc. | 0.03% | 1,820 | $442K | Reduce -86.4% |
| OC Owens Corning | 0.03% | 4,000 | $433K | No change |
| XOM Exxon Mobil Corp. | 0.03% | 2,480 | $421K | Add +64.0% |
| CSCO Cisco Systems Inc. | 0.03% | 5,415 | $420K | Add +2.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.03% | 727 | $420K | Add +13.2% |
| HII Huntington Ingalls Industrie | 0.03% | 1,096 | $416K | No change |
| WAT Waters Corp. | 0.03% | 1,330 | $396K | Add +2.3% |
| MRSH Marsh & McLennan Cos | 0.03% | 2,244 | $389K | Reduce -3.2% |
| CRM Salesforce Inc. | 0.03% | 2,043 | $381K | Reduce -21.3% |
| ADP Automatic Data Processing | 0.03% | 1,862 | $378K | Reduce -4.1% |
| IJH iShares Core S&P Midcap ETF | 0.03% | 5,562 | $376K | No change |
| PEP Pepsico Inc. | 0.03% | 2,368 | $368K | Reduce -0.8% |
| MCD McDonald's Corp. | 0.03% | 1,172 | $364K | Add +65.8% |
| VLO Valero Energy Corp. | 0.02% | 1,451 | $359K | No change |
| ISRG Intuitive Surgical Inc. | 0.02% | 773 | $356K | Reduce -4.5% |
| IAU iShares Gold Trust | 0.02% | 4,000 | $353K | Add +6.7% |
| VFH Vanguard Financials ETF | 0.02% | 2,900 | $350K | New |
| BX Blackstone Inc. | 0.02% | 2,999 | $345K | Add +11.2% |
| VNQ Vanguard Real Estate ETF | 0.02% | 3,850 | $341K | No change |
| SPGI S&P Global Inc. | 0.02% | 788 | $335K | Reduce -6.9% |
| ITA iShares U.S. Aerospace & Def | 0.02% | 1,500 | $328K | No change |
| VDC Vanguard Consumer Staple ETF | 0.02% | 1,425 | $320K | Reduce -19.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.02% | 800 | $312K | No change |
| URI United Rentals Inc. | 0.02% | 419 | $305K | Reduce -6.7% |
| NSC Norfolk Southern Corp. | 0.02% | 1,056 | $303K | Add +61.0% |
| CMI Cummins Inc. | 0.02% | 550 | $296K | Add +175.0% |
| AXON Axon Enterprise Inc. | 0.02% | 685 | $291K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.02% | 3,212 | $291K | Add +71.4% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.02% | 3,000 | $289K | No change |
| LEN Lennar Corp. Class A | 0.02% | 3,300 | $287K | No change |
| META Meta Platforms Inc. Class A | 0.02% | 497 | $284K | Add +22.4% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.02% | 214 | $283K | Add +21.6% |
| NI Nisource Inc. | 0.02% | 6,000 | $280K | Add +50.0% |
| XAR SS SPDR S&P Aerospace Def | 0.02% | 1,055 | $268K | Reduce -48.2% |
| CVX Chevron Corp. | 0.02% | 1,285 | $266K | Add +164.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 1,010 | $265K | Reduce -8.2% |
| KRNT Kornit Digital Ltd. | 0.02% | 17,525 | $257K | Reduce -11.6% |
| NUE Nucor Corp. | 0.02% | 1,500 | $254K | No change |
| CB Chubb Ltd. | 0.02% | 753 | $245K | Add +74.3% |
| MTD Mettler-Toledo International | 0.02% | 192 | $242K | Add +33.3% |
| ECL Ecolab Inc. | 0.02% | 900 | $239K | Reduce -7.6% |
| WFC Wells Fargo & Co. | 0.02% | 3,000 | $239K | No change |
| IWM iShares Russell 2000 ETF | 0.02% | 956 | $237K | Add +19.5% |
| USMV iShares MSCI USA Min Vol Fac | 0.02% | 2,550 | $236K | No change |
| GIS General Mills Inc. | 0.02% | 6,275 | $234K | Add +3.3% |
| NVS Novartis AG-Sponsored ADR | 0.02% | 1,500 | $229K | Add +9.7% |
| TIP iShares Tips Bond ETF | 0.02% | 2,022 | $223K | Add +24.7% |
| AMD Advanced Micro Devices | 0.01% | 1,065 | $217K | Reduce -1.7% |
| SLV iShares Silver Trust | 0.01% | 3,179 | $217K | No change |
| XLY SS Consumer Disc Select Sect | 0.01% | 1,960 | $214K | Add +64.7% |
| PLD Prologis Inc. | 0.01% | 1,609 | $213K | Reduce -52.3% |
| CAT Caterpillar Inc. | 0.01% | 300 | $213K | Reduce -20.0% |
| RTX RTX Corp. | 0.01% | 1,094 | $211K | Add +106.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.01% | 854 | $207K | Reduce -12.3% |
| REG Regency Centers Corp. | 0.01% | 2,706 | $205K | Reduce -11.9% |
| COR Cencora Inc. | 0.01% | 640 | $201K | No change |
| ICE Intercontinental Exchange Inc. | 0.01% | 1,275 | $201K | No change |
| KEYS Keysight Technologies Inc. | 0.01% | 700 | $198K | No change |
| KO The Coca-Cola Co. | 0.01% | 2,561 | $195K | Add +43.8% |
| GNR State Street SPDR S&P Global | 0.01% | 2,575 | $192K | New |
| ZS Zscaler Inc. | 0.01% | 1,340 | $188K | No change |
| AEP American Electric Power | 0.01% | 1,432 | $188K | No change |
| CVS CVS Health Corp. | 0.01% | 2,490 | $179K | No change |
| ORLY O'reilly Automotive Inc. | 0.01% | 1,920 | $177K | No change |
| ICSH iShares Ultra Short Duration | 0.01% | 3,397 | $172K | No change |
| AMJB Alerian MLP ETN2044 filed as JPMORGAN CHASE FINL CO LLC | 0.01% | 4,945 | $171K | No change |
| EMR Emerson Electric Co. | 0.01% | 1,300 | $170K | No change |
| MINT PIMCO Enhanced Short Maturit | 0.01% | 1,641 | $165K | No change |
| WM Waste Management Inc. | 0.01% | 711 | $163K | Add +42.2% |
| GILD Gilead Sciences Inc. | 0.01% | 1,140 | $159K | Reduce -1.6% |
| C Citigroup Inc. | 0.01% | 1,400 | $159K | Add +250.0% |
| HUBS HubSpot Inc. | 0.01% | 640 | $156K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.01% | 1,596 | $155K | Add +59.6% |
| EPD Enterprise Products Partners | 0.01% | 4,100 | $155K | Reduce -53.4% |
| SMH Vaneck Semiconductor ETF | 0.01% | 400 | $153K | Reduce -36.5% |
| AZN Astrazeneca PLC | 0.01% | 774 | $153K | Add +342.3% |
| TRMB Trimble Inc. | 0.01% | 2,317 | $151K | No change |
| TGT Target Corp. | 0.01% | 1,245 | $151K | Add +50.9% |
| NOW ServiceNow Inc. | 0.01% | 1,426 | $149K | Reduce -98.7% |
| VTR Ventas Inc. | 0.01% | 1,800 | $147K | No change |
| CSX CSX Corp. | 0.01% | 3,580 | $147K | No change |
| LKQ LKQ Corp. | 0.01% | 5,000 | $147K | No change |
| DLR Digital Realty Trust Inc. | 0.01% | 800 | $144K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.01% | 2,670 | $141K | Reduce -19.3% |
| VPU Vanguard Utilities ETF | 0.01% | 700 | $139K | Reduce -52.0% |
| MPWR Monolithic Power Systems Inc. | 0.01% | 125 | $137K | No change |
| IREN Iren Ltd. filed as IREN LIMITED | 0.01% | 3,950 | $135K | No change |
| VZ Verizon Communications Inc. | 0.01% | 2,670 | $134K | Add +23.0% |
| HOLX Hologic Inc. | 0.01% | 1,724 | $130K | No change |
| D Dominion Energy Inc. | 0.01% | 2,080 | $129K | Add +27.6% |
| IJR iShares Core S&P Small-Cap E | 0.01% | 1,030 | $128K | Add +1484.6% |
| MCB Metropolitan Bank Holding Co. | 0.01% | 1,500 | $125K | No change |
| COO The Cooper Cos Inc. | 0.01% | 1,710 | $122K | Reduce -45.0% |
| ZTS Zoetis Inc. | 0.01% | 1,034 | $122K | Reduce -15.2% |
| MET Metlife Inc. | 0.01% | 1,710 | $121K | No change |
| LNG Cheniere Energy Inc. | 0.01% | 426 | $121K | No change |
| XEL Xcel Energy Inc. | 0.01% | 1,509 | $120K | No change |
| KNSL Kinsale Capital Group Inc. | 0.01% | 350 | $120K | No change |
| CRWV Coreweave Inc. Class A | 0.01% | 1,534 | $119K | No change |
| SHOP Shopify Inc. Class A | 0.01% | 1,000 | $119K | No change |
| OXY Occidental Petroleum Corp. | 0.01% | 1,800 | $117K | Reduce -10.0% |
| SBUX Starbucks Corp. | 0.01% | 1,300 | $116K | Reduce -4.4% |
| MOAT Vaneck Morningstar Wide Moat | 0.01% | 1,200 | $116K | New |
| JBL Jabil Inc. | 0.01% | 436 | $116K | No change |
| GEV GE Vernova Inc. | 0.01% | 132 | $115K | No change |
| PCAR Paccar Inc. | 0.01% | 995 | $115K | Add +13.7% |
| PIPR Piper Sandler Cos | 0.01% | 1,500 | $115K | No change |
| CI The Cigna Group | 0.01% | 417 | $111K | Add +117.2% |
| LRGC AB US LC Strategic Eq ETF filed as AB ACTIVE ETFS INC | 0.01% | 1,474 | $108K | New |
| PLPC Preformed Line Products Co. | 0.01% | 400 | $108K | No change |
| NVCT Nuvectis Pharma Inc. | 0.01% | 14,000 | $108K | No change |
| FDX FedEx Corp. | 0.01% | 300 | $107K | New |
| DUK Duke Energy Corp. | 0.01% | 800 | $105K | New |
| KR Kroger Co. | 0.01% | 1,420 | $103K | Add +238.1% |
| IWB iShares Russell 1000 ETF | 0.01% | 285 | $102K | No change |
| VGT Vanguard Info Tech ETF | 0.01% | 145 | $101K | Reduce -7.0% |
| RSG Republic Services Inc. | 0.01% | 458 | $100K | Add +30.9% |
| T AT&T Inc. | 0.01% | 3,383 | $98K | Add +144.6% |
| XLF SS Financial Select Sector | 0.01% | 1,956 | $97K | Reduce -21.1% |
| APD Air Products & Chemicals Inc. | 0.01% | 331 | $96K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.01% | 500 | $96K | No change |
| IMCG iShares Morningstar Mid-Cap | 0.01% | 1,200 | $95K | No change |
| WEC WEC Energy Group Inc. | 0.01% | 816 | $94K | Reduce -17.7% |
| INTU Intuit Inc. | 0.01% | 217 | $94K | Add +18.6% |
| WDAY Workday Inc. Class A | 0.01% | 700 | $91K | No change |
| VUSB Vanguard Ultra Short Bond Et | 0.01% | 1,800 | $90K | Add +80.0% |
| XLC SS Comm Select Sector SPDR | 0.01% | 807 | $89K | No change |
| PM Philip Morris International | 0.01% | 539 | $89K | New |
| FCX Freeport-McMoran Inc. | 0.01% | 1,500 | $88K | Reduce -16.6% |
| IWS iShares Russell Mid-Cap Valu | 0.01% | 600 | $87K | No change |
| ACN Accenture PLC Class A | 0.01% | 440 | $87K | No change |
| XLI SS Industrial Select Sector | 0.01% | 530 | $86K | No change |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.01% | 2,107 | $84K | New |
| FMCX FM Focus Equity ETF | 0.01% | 2,600 | $83K | No change |
| FUTY Fidelity MSCI US Utilities | 0.01% | 1,400 | $83K | No change |
| SCI Service Corp. International | 0.01% | 1,000 | $83K | No change |
| WELL Welltower Inc. | 0.01% | 412 | $81K | No change |
| RY Royal Bank of Canada | 0.01% | 500 | $81K | No change |
| FTNT Fortinet Inc. | 0.01% | 985 | $80K | No change |
| MPLX MPLX LP | 0.01% | 1,387 | $79K | No change |
| XLP SS Consumer Staples Sel Sect | 0.01% | 936 | $77K | No change |
| UL Unilever PLC-Sponsored ADR | 0.01% | 1,333 | $76K | Add +150.1% |
| CHD Church & Dwight Co. Inc. | 0.01% | 800 | $75K | No change |
| ETN Eaton Corp. PLC | 0.01% | 207 | $74K | Reduce -18.2% |
| TXN Texas Instruments Inc. | 0.01% | 380 | $74K | Add +13.4% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.01% | 2,000 | $74K | No change |
| AMGN Amgen Inc. | 0.01% | 208 | $73K | No change |
| MELI MercadoLibre Inc. | 0.01% | 42 | $73K | Add +5.0% |
| CPT Camden Property Trust | 0.01% | 738 | $72K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.00% | 700 | $71K | Reduce -41.7% |
| IDA Idacorp Inc. | 0.00% | 500 | $71K | No change |
| KMB Kimberly-Clark Corp. | 0.00% | 734 | $71K | Add +119.8% |
| AGG iShares Core U.S. Aggregate | 0.00% | 700 | $69K | New |
| EEM iShares MSCI Emerging Market | 0.00% | 1,200 | $68K | New |
| SO The Southern Co. | 0.00% | 700 | $68K | New |
| AEE Ameren Corporation | 0.00% | 614 | $67K | No change |
| BXP BXP Inc. | 0.00% | 1,299 | $67K | Add +155.7% |
| IVT Inventrust Properties Corp. | 0.00% | 2,195 | $67K | No change |
| CBOE Cboe Global Markets Inc. | 0.00% | 235 | $66K | No change |
| BEP Brookfield Renewable Partner | 0.00% | 2,000 | $65K | No change |
| BRX Brixmor Property Group Inc. | 0.00% | 2,250 | $65K | No change |
| EW Edwards Lifesciences Corp. | 0.00% | 800 | $64K | No change |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.00% | 507 | $64K | No change |
| IDV iShares International Select | 0.00% | 1,500 | $64K | No change |
| PKG Packaging Corp. of America | 0.00% | 300 | $64K | No change |
| HR Healthcare Realty Trust Inc. | 0.00% | 3,650 | $62K | No change |
| BWXT BWX Technologies Inc. | 0.00% | 300 | $61K | No change |
| CDW CDW Corp. | 0.00% | 490 | $59K | Add +8.9% |
| CWEN Clearway Energy Inc. Class C | 0.00% | 1,500 | $59K | No change |
| VGSH Vanguard Short-Term Treasury | 0.00% | 985 | $58K | No change |
| XLE SS Energy Select Sector | 0.00% | 930 | $57K | Add +93.8% |
| PFE Pfizer Inc. | 0.00% | 1,967 | $55K | Add +103.4% |
| UBER Uber Technologies Inc. | 0.00% | 766 | $55K | Add +78.1% |
| VOO Vanguard S&P 500 ETF | 0.00% | 92 | $55K | No change |
| WSR Whitestone REIT | 0.00% | 3,400 | $55K | Add +6.3% |
| CCJ Cameco Corp. | 0.00% | 500 | $54K | No change |
| PSA Public Storage | 0.00% | 199 | $54K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.00% | 250 | $54K | No change |
| IEMG iShares Core MSCI Emerging | 0.00% | 768 | $54K | New |
| USB US Bancorp | 0.00% | 1,025 | $53K | No change |
| OSCR Oscar Health Inc. Class A | 0.00% | 4,633 | $53K | No change |
| CL Colgate-Palmolive Co. | 0.00% | 613 | $52K | No change |
| APTV Aptiv PLC | 0.00% | 750 | $52K | No change |
| MGNR Amer Beac GLG NTRL Rsrcs ETF filed as AMERICAN BEACON SELECT FUNDS | 0.00% | 1,000 | $52K | New |
| ITM Vaneck Intermediate Muni ETF | 0.00% | 1,100 | $51K | No change |
| SOLV Solventum Corp. | 0.00% | 750 | $49K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.00% | 500 | $48K | New |
| CDNS Cadence Design SYS Inc. | 0.00% | 172 | $48K | Add +68.6% |
| STLD Steel Dynamics Inc. | 0.00% | 265 | $48K | Reduce -8.6% |
| GE General Electric filed as GE AEROSPACE | 0.00% | 165 | $47K | Reduce -71.3% |
| AHR American Healthcare REIT Inc. | 0.00% | 989 | $47K | No change |
| GRMN Garmin Ltd. | 0.00% | 201 | $47K | New |
| SCHG Schwab US Large-Cap Growth | 0.00% | 1,600 | $47K | No change |
| TEL Te Connectivity PLC | 0.00% | 222 | $46K | Reduce -6.7% |
| MGEE Mge Energy Inc. | 0.00% | 600 | $46K | No change |
| KHC The Kraft Heinz Co. | 0.00% | 2,050 | $46K | Add +355.6% |
| EGP Eastgroup Properties Inc. | 0.00% | 249 | $46K | New |
| AMH American Homes 4 Rent- A | 0.00% | 1,650 | $46K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.00% | 1,000 | $46K | No change |
| HLT Hilton Worldwide Holdings Inc. | 0.00% | 148 | $45K | New |
| FERG Ferguson Enterprises Inc. | 0.00% | 185 | $43K | No change |
| ADSK Autodesk Inc. | 0.00% | 180 | $43K | Add +97.8% |
| SFM Sprouts Farmers Market Inc. | 0.00% | 556 | $43K | No change |
| IHI iShares U.S. Medical Devices | 0.00% | 800 | $43K | Reduce -49.4% |
| ESGV Vanguard ESG US Stock ETF | 0.00% | 375 | $42K | Add +50.0% |
| STIP iShares 0-5 Year Tips Bond E | 0.00% | 400 | $41K | No change |
| NRIX Nurix Therapeutics Inc. | 0.00% | 2,650 | $41K | No change |
| CSR Centerspace | 0.00% | 709 | $41K | Add +36.4% |
| HDV iShares Core High Dividend E | 0.00% | 300 | $41K | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.00% | 185 | $40K | New |
| BBJP JPMorgan Betabuilders Japan | 0.00% | 577 | $40K | No change |
| COP Conocophillips | 0.00% | 300 | $40K | New |
| CUZ Cousins Properties Inc. | 0.00% | 1,732 | $39K | New |
| LRGF iShares US Equity Factor ETF | 0.00% | 580 | $38K | No change |
| GTY Getty Realty Corp. | 0.00% | 1,200 | $38K | New |
| BAFE Brown Flex Equity ETF | 0.00% | 1,505 | $38K | New |
| APH Amphenol Corp. Class A | 0.00% | 299 | $38K | Add +56.5% |
| WMS Advanced Drainage Systems Inc. | 0.00% | 270 | $37K | No change |
| FVR Frontview REIT Inc. | 0.00% | 2,377 | $37K | No change |
| DEUS Xtrackers Russell US Multi | 0.00% | 600 | $36K | No change |
| XYL Xylem Inc. | 0.00% | 300 | $36K | No change |
| DOC Healthpeak Properties Inc. | 0.00% | 2,093 | $34K | New |
| NNN NNN REIT Inc. | 0.00% | 818 | $34K | No change |
| PAVE Global X US Infrastructure | 0.00% | 671 | $34K | Reduce -59.8% |
| IDXX Idexx Laboratories Inc. | 0.00% | 60 | $34K | Reduce -60.0% |
| MRVL Marvell Technology Inc. | 0.00% | 339 | $34K | Reduce -47.9% |
| COLD Americold Realty Trust Inc. | 0.00% | 2,920 | $33K | No change |
| SMA Smartstop Self Storage REIT | 0.00% | 1,100 | $33K | No change |
| FITB Fifth Third Bancorp | 0.00% | 710 | $33K | No change |
| ARES Ares Management Corp. Class A | 0.00% | 300 | $33K | Reduce -39.9% |
| SUN Sunoco LP | 0.00% | 500 | $32K | No change |
| GNRC Generac Holdings Inc. | 0.00% | 163 | $32K | New |
| BMY Bristol-Myers Squibb Co. | 0.00% | 521 | $32K | No change |
| TECH Bio-Techne Corp. | 0.00% | 596 | $31K | No change |
| UNH Unitedhealth Group Inc. | 0.00% | 113 | $31K | Reduce -35.8% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.00% | 578 | $31K | No change |
| HIW Highwoods Properties Inc. | 0.00% | 1,425 | $31K | Add +21.3% |
| ARM Arm Holdings PLC-ADR | 0.00% | 200 | $30K | No change |
| AXP American Express Co. | 0.00% | 100 | $30K | Reduce -58.2% |
| GTLS Chart Industries Inc. | 0.00% | 145 | $30K | Reduce -44.2% |
| CIBR First Trust Nasdaq Cybersecu | 0.00% | 475 | $30K | Reduce -85.1% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.00% | 1,297 | $29K | Reduce -48.1% |
| BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED | 0.00% | 400 | $29K | No change |
| URA Global X Uranium ETF | 0.00% | 600 | $29K | No change |
| BLK BlackRock Inc. | 0.00% | 30 | $29K | No change |
| QQEW First TR Nasdaq-100 Sel Eq | 0.00% | 225 | $29K | No change |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.00% | 300 | $28K | No change |
| BBCA JPMorgan Betabuilders Canada | 0.00% | 290 | $27K | No change |
| TOST Toast Inc. Class A | 0.00% | 1,000 | $27K | No change |
| GDX Vaneck Gold Miners ETF | 0.00% | 285 | $26K | New |
| NET Cloudflare Inc. Class A | 0.00% | 125 | $26K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.00% | 497 | $25K | Reduce -50.0% |
| LRCX Lam Research Corp. | 0.00% | 116 | $25K | Add +5.5% |
| Q Qnity Electronics Inc. | 0.00% | 213 | $25K | Reduce -25.3% |
| FTAI Ftai Aviation Ltd. | 0.00% | 100 | $25K | No change |
| ROP Roper Technologies Inc. | 0.00% | 68 | $24K | Reduce -29.9% |
| FBTC Fidelity Wise Origin Bitcoin | 0.00% | 390 | $23K | No change |
| METC Ramaco Resources Inc. Class A | 0.00% | 1,445 | $22K | No change |
| FDVV Fidelity High Dividend ETF | 0.00% | 400 | $22K | No change |
| FIX Comfort Systems USA Inc. | 0.00% | 16 | $22K | No change |
| NGG National Grid PLC-SP ADR | 0.00% | 255 | $22K | No change |
| CHDN Churchill Downs Inc. | 0.00% | 240 | $22K | Add +200.0% |
| CTAS Cintas Corp. | 0.00% | 124 | $21K | New |
| WU Western Union Co. | 0.00% | 2,400 | $21K | Reduce -60.0% |
| IWF iShares Russell 1000 Growth | 0.00% | 49 | $21K | No change |
| WMB Williams Cos Inc. | 0.00% | 283 | $21K | No change |
| ETHA iShares Ethereum Trust ETF | 0.00% | 1,300 | $21K | No change |
| FETH Fidelity Ethereum Fund | 0.00% | 985 | $21K | No change |
| BBAX JPMorgan Betabuilders Develo | 0.00% | 345 | $21K | No change |
| BLND Blend Labs Inc. Class A | 0.00% | 11,939 | $20K | No change |
| IOT Samsara Inc. Class A | 0.00% | 632 | $20K | New |
| WST West Pharmaceutical Services | 0.00% | 79 | $20K | New |
| DD Dupont DE Nemours Inc. | 0.00% | 427 | $20K | New |
| MSI Motorola Solutions Inc. | 0.00% | 45 | $20K | Reduce -73.5% |
| DDOG Datadog Inc. Class A | 0.00% | 163 | $19K | New |
| TDG Transdigm Group Inc. | 0.00% | 16 | $19K | New |
| BSX Boston Scientific Corp. | 0.00% | 295 | $19K | No change |
| PYPL PayPal Holdings Inc. | 0.00% | 400 | $18K | No change |
| ALB Albemarle Corp. | 0.00% | 100 | $18K | No change |
| MDT Medtronic PLC | 0.00% | 200 | $17K | No change |
| FICO Fair Isaac Corp. | 0.00% | 16 | $17K | New |
| LULU Lululemon Athletica Inc. | 0.00% | 106 | $16K | No change |
| PRU Prudential Financial Inc. | 0.00% | 164 | $16K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.00% | 108 | $16K | No change |
| MP MP Materials Corp. | 0.00% | 300 | $14K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.00% | 375 | $14K | No change |
| UPS United Parcel Service Class B | 0.00% | 134 | $13K | No change |
| OPRX Optimizerx Corp. | 0.00% | 2,000 | $13K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.00% | 228 | $12K | New |
| SCWO 374WATER Inc. | 0.00% | 4,300 | $12K | No change |
| BTC Grayscale Bitcoin Mini ETF | 0.00% | 400 | $12K | No change |
| CSGP Costar Group Inc. | 0.00% | 297 | $12K | New |
| BEPC Brookfield Renewable Corp. | 0.00% | 300 | $12K | No change |
| BBT Beacon Financial Corp. | 0.00% | 371 | $11K | New |
| DKNG Draftkings Inc. Class A | 0.00% | 514 | $11K | New |
| MCO Moody's Corp. | 0.00% | 25 | $11K | No change |
| VEEV Veeva Systems Inc. Class A | 0.00% | 62 | $11K | New |
| LION Lionsgate Studios Corp. | 0.00% | 1,120 | $11K | No change |
| MSTR Strategy Inc. | 0.00% | 85 | $11K | No change |
| SPOT Spotify Technology SA | 0.00% | 21 | $10K | No change |
| UEC Uranium Energy Corp. | 0.00% | 750 | $10K | No change |
| MEDP Medpace Holdings Inc. | 0.00% | 21 | $10K | New |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.00% | 37 | $10K | No change |
| ABNB Airbnb Inc. Class A | 0.00% | 75 | $9K | No change |
| SCHW Schwab (charles) Corp. | 0.00% | 100 | $9K | New |
| WBD Warner Bros Discovery Inc. | 0.00% | 334 | $9K | No change |
| COIN Coinbase Global Inc. Class A | 0.00% | 50 | $9K | No change |
| EXPD Expeditors Intl Wash Inc. | 0.00% | 60 | $9K | New |
| SYY Sysco Corp. | 0.00% | 120 | $9K | New |
| MU Micron Technology Inc. | 0.00% | 25 | $8K | No change |
| MAR Marriott International Class A | 0.00% | 25 | $8K | New |
| NKE Nike Inc. Class B | 0.00% | 150 | $8K | No change |
| QS Quantumscape Corp. | 0.00% | 1,200 | $8K | No change |
| ALC Alcon Inc. filed as ALCON AG | 0.00% | 100 | $8K | Add +37.0% |
| TMDX Transmedics Group Inc. | 0.00% | 75 | $7K | No change |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.00% | 74 | $7K | No change |
| CLM Cornerstone Strategic Invest | 0.00% | 1,000 | $7K | No change |
| MNST Monster Beverage Corp. | 0.00% | 93 | $7K | New |
| ALL Allstate Corp. | 0.00% | 30 | $6K | No change |
| USAR USA Rare Earth Inc. | 0.00% | 400 | $6K | No change |
| HON Honeywell International Inc. | 0.00% | 26 | $6K | No change |
| PFGC Performance Food Group Co. | 0.00% | 65 | $6K | No change |
| MSCI MSCI Inc. | 0.00% | 10 | $5K | New |
| PLTR Palantir Technologies Inc. Class A | 0.00% | 33 | $5K | No change |
| RSKD Riskified Ltd. Class A | 0.00% | 1,213 | $5K | No change |
| STX Seagate Technology Holdings | 0.00% | 12 | $5K | No change |
| MICC The Magnum Ice Cream Co. NV | 0.00% | 300 | $4K | Add +150.0% |
| FDS Factset Research Systems Inc. | 0.00% | 20 | $4K | New |
| METCB Ramaco Resources Inc. Class B | 0.00% | 373 | $4K | Add +1.4% |
| VTRS Viatris Inc. | 0.00% | 248 | $3K | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.00% | 11 | $3K | No change |
| ILMN Illumina Inc. | 0.00% | 25 | $3K | No change |
| GEHC GE Healthcare Technology | 0.00% | 43 | $3K | No change |
| ENPH Enphase Energy Inc. | 0.00% | 75 | $3K | No change |
| PH Parker Hannifin Corp. | 0.00% | 3 | $3K | No change |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 160 | $2K | No change |
| RJF Raymond James Financial Inc. | 0.00% | 16 | $2K | No change |
| SEDG Solaredge Technologies Inc. | 0.00% | 45 | $2K | No change |
| A Agilent Technologies Inc. | 0.00% | 18 | $2K | No change |
| CPAY Corpay Inc. | 0.00% | 6 | $2K | New |
| MCHP Microchip Technology Inc. | 0.00% | 27 | $2K | No change |
| BLDR Builders Firstsource Inc. | 0.00% | 20 | $2K | New |
| KD Kyndryl Holdings Inc. | 0.00% | 125 | $2K | No change |
| KVUE Kenvue Inc. | 0.00% | 80 | $1K | New |
| SDGR Schrodinger Inc. | 0.00% | 105 | $1K | New |
| PRGO Perrigo Co. PLC | 0.00% | 100 | $1K | No change |
| ALAB Astera Labs Inc. | 0.00% | 9 | $987 | New |
| HELP Cybin Inc. | 0.00% | 197 | $946 | No change |
| CELH Celsius Holdings Inc. | 0.00% | 26 | $923 | New |
| CLNE Clean Energy Fuels Corp. | 0.00% | 360 | $893 | No change |
| STRZ Starz Entertainment Corp. | 0.00% | 74 | $851 | No change |
| BRO Brown & Brown Inc. | 0.00% | 9 | $587 | No change |
| SOLS Solstice Adv Materials Inc. | 0.00% | 5 | $381 | No change |
| GRAL Grail Inc. | 0.00% | 4 | $207 | No change |
| OLED Universal Display Corp. | 0.00% | 1 | $92 | No change |
| SPWR Sunpower Inc. | 0.00% | 52 | $67 | No change |
| WPRT Westport Fuel Systems Inc. | 0.00% | 13 | $24 | No change |
| OLB Olb Group Inc. | 0.00% | 36,050 | $0 | No change |