| SSD Simpson Manufacturing Co. Inc. | 7.12% | 1,399,918 | $232.1M | Add +4.7% |
| AAPL Apple Inc. | 5.01% | 652,205 | $163.3M | Add +25.3% |
| MSFT Microsoft Corp. | 3.47% | 268,429 | $113.1M | Add +1.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.77% | 376,195 | $90.4M | Add +0.2% |
| NVDA Nvidia Corp. | 2.70% | 656,057 | $88.1M | Add +1.8% |
| AGG iShares Core U.S. Aggregate | 2.48% | 835,466 | $81.0M | Add +4.5% |
| BND Vanguard Total Bond Market | 2.48% | 1,124,794 | $80.9M | Add +4.6% |
| DFCF Dimensional Core Fixed Inc. | 2.46% | 1,943,387 | $80.2M | Add +4.4% |
| IWF iShares Russell 1000 Growth | 2.39% | 194,448 | $78.1M | Add +0.2% |
| QUAL iShares MSCI USA Quality Fac | 2.36% | 432,354 | $77.0M | Reduce -6.8% |
| SPAB SS SPDR P Agg Bond ETF | 2.18% | 2,850,608 | $71.2M | Add +5.6% |
| IVV iShares Core S&P 500 ETF | 2.14% | 118,723 | $69.9M | Add +8.9% |
| QQQ Invesco QQQ Trust Series 1 | 2.03% | 129,728 | $66.3M | Add +0.7% |
| AMZN Amazon.com Inc. | 2.01% | 298,631 | $65.5M | Add +2.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.88% | 212,132 | $61.5M | Add +20.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.72% | 207,696 | $56.0M | Add +17.4% |
| JPM JPMorgan Chase & Co. | 1.59% | 217,036 | $52.0M | Reduce -1.8% |
| SCHX Schwab US Large-Cap ETF | 1.59% | 2,231,881 | $51.7M | Add +17.0% |
| GOOGL Alphabet Inc. Class A | 1.32% | 227,200 | $43.0M | Add +6.6% |
| EFG iShares MSCI Eafe Growth ETF | 1.29% | 433,935 | $42.0M | Add +0.4% |
| EA Electronic Arts Inc. | 1.27% | 284,175 | $41.6M | Reduce -14.9% |
| IVE iShares S&P 500 Value ETF | 1.22% | 208,579 | $39.8M | Add +0.3% |
| PH Parker Hannifin Corp. | 0.98% | 50,122 | $31.9M | Reduce -3.6% |
| VWO Vanguard Ftse Emerging Marke | 0.88% | 649,792 | $28.6M | Add +0.5% |
| ORCL Oracle Corp. | 0.86% | 168,995 | $28.2M | Reduce -0.9% |
| JQUA JPMorgan US Quality Factor | 0.83% | 475,155 | $27.2M | Add +0.1% |
| SCZ iShares MSCI Eafe Small-Cap | 0.81% | 434,697 | $26.4M | Add +1.2% |
| TSLA Tesla Inc. | 0.79% | 63,640 | $25.7M | Add +5.0% |
| ICVT iShares Convertible Bond ETF | 0.71% | 273,244 | $23.2M | Add +11.1% |
| MRVL Marvell Technology Inc. | 0.71% | 209,745 | $23.2M | Reduce -7.7% |
| BG Bunge Global SA | 0.68% | 285,040 | $22.2M | Add +2.8% |
| SHOP Shopify Inc. Class A | 0.66% | 202,260 | $21.5M | Reduce -6.8% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.62% | 472,987 | $20.2M | Add +3.8% |
| USHY iShares Broad Usd High Yield | 0.61% | 540,344 | $19.9M | Add +4.6% |
| RSPT Invesco S&P 500 Equal Weight | 0.61% | 530,045 | $19.8M | Add +4.3% |
| RSP Invesco S&P 500 Equal Weight | 0.60% | 112,087 | $19.6M | Add +1.7% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.60% | 507,089 | $19.4M | Add +2.1% |
| META Meta Platforms Inc. Class A | 0.59% | 32,626 | $19.1M | Add +0.3% |
| EMB iShares JP Morgan Usd Emergi | 0.58% | 213,650 | $19.0M | Add +3.0% |
| CAT Caterpillar Inc. | 0.58% | 51,759 | $18.8M | Add +1.6% |
| ABBV Abbvie Inc. | 0.58% | 105,599 | $18.8M | Reduce -4.1% |
| CRM Salesforce Inc. | 0.57% | 55,863 | $18.7M | Reduce -3.7% |
| NFLX Netflix Inc. | 0.57% | 20,713 | $18.5M | Reduce -18.3% |
| AMAT Applied Materials Inc. | 0.54% | 108,189 | $17.6M | Add +2.2% |
| GE General Electric filed as GE AEROSPACE | 0.53% | 104,309 | $17.4M | Add +1.8% |
| HOOD Robinhood Markets Inc. Class A | 0.52% | 456,908 | $17.0M | Reduce -1.6% |
| JCI Johnson Controls Internation | 0.50% | 205,415 | $16.2M | Reduce -0.2% |
| EWW iShares MSCI Mexico ETF | 0.48% | 337,655 | $15.8M | Add +2.6% |
| ETN Eaton Corp. PLC | 0.48% | 47,467 | $15.8M | Reduce -0.2% |
| UBS UBS Group AG-Reg | 0.48% | 517,408 | $15.7M | Add +1.0% |
| XOM Exxon Mobil Corp. | 0.47% | 142,764 | $15.4M | Add +3.0% |
| LRCX Lam Research Corp. | 0.45% | 204,619 | $14.8M | Add +1.5% |
| MRSH Marsh & McLennan Cos | 0.44% | 68,264 | $14.5M | Add +0.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.44% | 65,722 | $14.4M | Add +70.3% |
| UBER Uber Technologies Inc. | 0.44% | 238,172 | $14.4M | Add +26.3% |
| LIN Linde PLC | 0.43% | 33,123 | $13.9M | Add +1.6% |
| EWJ iShares MSCI Japan ETF | 0.42% | 202,295 | $13.6M | Add +0.7% |
| TXN Texas Instruments Inc. | 0.42% | 72,351 | $13.6M | Add +0.0% |
| LLY Eli Lilly & Co. | 0.38% | 15,871 | $12.3M | Add +0.4% |
| QCOM Qualcomm Inc. | 0.37% | 78,270 | $12.0M | Add +8.4% |
| MBB iShares MBS ETF | 0.37% | 129,958 | $11.9M | Add +3.8% |
| IGV iShares Expanded Tech-Softwa | 0.33% | 107,758 | $10.8M | Reduce -1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.33% | 18,150 | $10.6M | Add +26.8% |
| HD Home Depot Inc. | 0.32% | 27,203 | $10.6M | Add +1.9% |
| BABA Alibaba Group Holding-SP ADR | 0.32% | 124,117 | $10.5M | Add +5.4% |
| TMO Thermo Fisher Scientific Inc. | 0.32% | 19,901 | $10.4M | Reduce -5.0% |
| AMD Advanced Micro Devices | 0.31% | 84,305 | $10.2M | Add +0.1% |
| APH Amphenol Corp. Class A | 0.30% | 139,234 | $9.7M | Reduce -1.2% |
| IHI iShares U.S. Medical Devices | 0.29% | 164,253 | $9.6M | Add +1.8% |
| COST Costco Wholesale Corp. | 0.29% | 10,191 | $9.3M | Add +0.3% |
| GOOG Alphabet Inc. Class C | 0.28% | 47,247 | $9.0M | Add +39.8% |
| SCHW Schwab (charles) Corp. | 0.28% | 121,194 | $9.0M | Add +1.4% |
| EOG EOG Resources Inc. | 0.27% | 73,166 | $9.0M | Add +0.4% |
| JEPI JPMorgan Equity Premium Inco | 0.27% | 154,407 | $8.9M | Add +2.7% |
| FCX Freeport-McMoran Inc. | 0.27% | 232,890 | $8.9M | Add +5.7% |
| MLPX Global X MLP & Energy Infras | 0.27% | 145,818 | $8.8M | Add +0.7% |
| DGRO iShares Core Dividend Growth | 0.27% | 142,506 | $8.7M | Add +3.5% |
| XLE SS Energy Select Sector | 0.27% | 101,389 | $8.7M | Add +0.2% |
| FANG Diamondback Energy Inc. | 0.26% | 52,254 | $8.6M | New |
| ISRG Intuitive Surgical Inc. | 0.26% | 16,233 | $8.5M | Add +1.4% |
| FLEX Flex Ltd. | 0.26% | 219,693 | $8.4M | Reduce -1.3% |
| VMC Vulcan Materials Co. | 0.26% | 32,402 | $8.3M | Add +259.4% |
| AFL Aflac Inc. | 0.25% | 79,058 | $8.2M | Add +0.2% |
| NEE Nextera Energy Inc. | 0.25% | 112,786 | $8.1M | Add +50.3% |
| XLK SS Technology Select Sector | 0.24% | 34,219 | $8.0M | Add +8.0% |
| UPS United Parcel Service Class B | 0.24% | 62,977 | $7.9M | Reduce -0.6% |
| DEM Wisdomtree Emerging Markets | 0.24% | 193,871 | $7.8M | Add +6.6% |
| NSC Norfolk Southern Corp. | 0.24% | 33,275 | $7.8M | Add +5.3% |
| MCD McDonald's Corp. | 0.24% | 26,517 | $7.7M | Reduce -0.2% |
| XLY SS Consumer Disc Select Sect | 0.23% | 33,793 | $7.6M | Add +476.9% |
| GII State Street SPDR S&P Global | 0.23% | 125,269 | $7.4M | Add +32.9% |
| SYY Sysco Corp. | 0.22% | 94,557 | $7.2M | Add +3.5% |
| NDAQ Nasdaq Inc. | 0.22% | 93,292 | $7.2M | Add +0.3% |
| PYPL PayPal Holdings Inc. | 0.21% | 81,925 | $7.0M | Add +14.9% |
| XLRE SS Real Estate Select Sector | 0.21% | 168,328 | $6.8M | Add +171.1% |
| IGM iShares Expanded Tech Sector | 0.21% | 66,892 | $6.8M | Add +14.8% |
| FBND Fidelity Total Bond ETF | 0.20% | 149,055 | $6.7M | Add +1.4% |
| GS Goldman Sachs Group Inc. | 0.20% | 11,630 | $6.7M | Reduce -0.5% |
| IWD iShares Russell 1000 Value E | 0.20% | 35,525 | $6.6M | Reduce -0.3% |
| VRT Vertiv Holdings Co. Class A | 0.20% | 57,879 | $6.6M | Reduce -6.8% |
| DWX State Street SPDR S&P Intern | 0.20% | 188,075 | $6.6M | Add +136.2% |
| APP AppLovin Corp. Class A | 0.19% | 19,059 | $6.2M | Reduce -40.1% |
| TNL Travel + Leisure Co. | 0.19% | 121,078 | $6.1M | Add +0.5% |
| VONG Vanguard Russell 1000 Growth | 0.18% | 57,112 | $5.9M | Add +0.1% |
| MAR Marriott International Class A | 0.18% | 20,833 | $5.8M | Add +0.3% |
| FLNC Fluence Energy Inc. | 0.17% | 355,711 | $5.6M | Add +11.8% |
| APPF Appfolio Inc. Class A | 0.17% | 22,440 | $5.5M | Add +4.5% |
| NUE Nucor Corp. | 0.16% | 44,767 | $5.2M | Add +0.0% |
| XLC SS Comm Select Sector SPDR | 0.16% | 53,026 | $5.1M | Add +4.8% |
| HLT Hilton Worldwide Holdings Inc. | 0.15% | 20,431 | $5.0M | Reduce -1.0% |
| PNC PNC Financial Services Group | 0.15% | 25,921 | $5.0M | Add +0.6% |
| TRMB Trimble Inc. | 0.15% | 69,249 | $4.9M | Add +0.5% |
| PGX Invesco Preferred ETF | 0.15% | 412,585 | $4.8M | Add +81.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 10,456 | $4.7M | Add +6.7% |
| IJR iShares Core S&P Small-Cap E | 0.14% | 39,648 | $4.6M | Add +14.4% |
| IWB iShares Russell 1000 ETF | 0.14% | 14,176 | $4.6M | Reduce -0.6% |
| ADP Automatic Data Processing | 0.14% | 15,580 | $4.6M | Add +0.2% |
| HUBS HubSpot Inc. | 0.14% | 6,472 | $4.5M | Add +6.1% |
| AVGO Broadcom Inc. | 0.14% | 19,274 | $4.5M | Add +9.0% |
| IYW iShares Ustechnology ETF | 0.14% | 27,744 | $4.4M | Add +14.3% |
| DE Deere & Co. | 0.14% | 10,444 | $4.4M | Add +0.2% |
| CPNG Coupang Inc. | 0.13% | 194,048 | $4.3M | Reduce -3.8% |
| CVX Chevron Corp. | 0.13% | 28,955 | $4.2M | Reduce -3.3% |
| COP Conocophillips | 0.13% | 41,355 | $4.1M | Reduce -2.1% |
| A Agilent Technologies Inc. | 0.12% | 30,286 | $4.1M | Add +2.7% |
| ALGN Align Technology Inc. | 0.12% | 19,282 | $4.0M | Add +15.4% |
| ZTS Zoetis Inc. | 0.12% | 24,553 | $4.0M | Reduce -0.3% |
| RIVN Rivian Automotive Inc. Class A | 0.12% | 292,966 | $3.9M | Add +11.1% |
| WM Waste Management Inc. | 0.12% | 19,161 | $3.9M | Add +1.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.12% | 75,798 | $3.8M | Add +3.0% |
| HCA HCA Healthcare Inc. | 0.11% | 12,158 | $3.6M | Reduce -1.4% |
| KCE SS SPDR S&P Cap MKTS ETF | 0.11% | 26,389 | $3.6M | Add +10.8% |
| DECK Deckers Outdoor Corp. | 0.11% | 17,849 | $3.6M | Add +11.0% |
| BURL Burlington Stores Inc. | 0.11% | 12,497 | $3.6M | Reduce -15.7% |
| BSV Vanguard Short-Term Bond ETF | 0.11% | 45,879 | $3.5M | Add +0.3% |
| SNOW Snowflake Inc. | 0.11% | 22,455 | $3.5M | Reduce -5.6% |
| MAIN Main Street Capital Corp. | 0.11% | 58,777 | $3.4M | Add +1.4% |
| PTC PTC Inc. | 0.10% | 18,523 | $3.4M | Add +1.0% |
| TRV The Travelers Cos Inc. | 0.10% | 14,137 | $3.4M | Add +0.2% |
| PANW Palo Alto Networks Inc. | 0.10% | 18,338 | $3.3M | Add +4.3% |
| KBE SS SPDR S&P Bank ETF | 0.10% | 59,157 | $3.3M | Add +10.9% |
| HTGC Hercules Capital Inc. | 0.10% | 162,850 | $3.3M | Add +2.0% |
| MUB iShares National Muni Bond E | 0.10% | 30,191 | $3.2M | Add +9.0% |
| PGR Progressive Corp. | 0.10% | 13,370 | $3.2M | Add +16.9% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.10% | 65,222 | $3.1M | Reduce 0.0% |
| HOLX Hologic Inc. | 0.09% | 42,051 | $3.0M | Add +0.5% |
| ARCC Ares Capital Corp. | 0.09% | 136,830 | $3.0M | Add +3.8% |
| FALN iShares Fallen Angels ETF | 0.09% | 112,003 | $3.0M | Reduce -48.6% |
| TMUS T-Mobile US Inc. | 0.09% | 13,533 | $3.0M | New |
| ANET Arista Networks Inc. | 0.09% | 26,905 | $3.0M | Add +7.0% |
| RSPF Invesco S&P 500 Equal Weight | 0.09% | 40,807 | $3.0M | New |
| SRLN SS Blackstone Sr Loan ETF | 0.09% | 70,573 | $2.9M | Reduce -42.0% |
| VEA Vanguard Ftse Developed ETF | 0.09% | 61,057 | $2.9M | Add +6.2% |
| JNK SS SPDR BB High Yield Bond | 0.09% | 30,582 | $2.9M | Reduce -43.6% |
| CDNS Cadence Design SYS Inc. | 0.09% | 9,673 | $2.9M | Add +48.8% |
| JAAA Janus Henderson Aaa Clo ETF | 0.09% | 56,674 | $2.9M | Reduce -43.8% |
| NICE Nice Ltd. - Spon ADR | 0.09% | 16,794 | $2.9M | Add +0.7% |
| PGHY Invesco Global Ex US High Yi | 0.09% | 143,309 | $2.8M | Reduce -40.5% |
| XLF SS Financial Select Sector | 0.09% | 58,221 | $2.8M | Add +55.1% |
| ABNB Airbnb Inc. Class A | 0.09% | 21,201 | $2.8M | Reduce -25.4% |
| BXSL Blackstone Secured Lending F | 0.08% | 85,620 | $2.8M | Add +1.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.08% | 34,948 | $2.7M | Add +1071.2% |
| IBIT iShares Bitcoin Trust ETF | 0.08% | 51,164 | $2.7M | Add +14.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.08% | 61,102 | $2.7M | Add +0.2% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.08% | 25,103 | $2.7M | Add +8.4% |
| ZM Zoom Communications Inc. | 0.08% | 32,681 | $2.7M | Add +14.3% |
| ERIE Erie Indemnity Company Class A | 0.08% | 6,420 | $2.6M | Add +15.5% |
| VMBS Vanguard Mortgage-Backed Sec | 0.08% | 58,197 | $2.6M | Add +8.6% |
| UHS Universal Health Services-B | 0.08% | 14,457 | $2.6M | Add +15.7% |
| DOCU Docusign Inc. | 0.08% | 28,575 | $2.6M | Add +782.8% |
| BAB Invesco Taxable Municipal Bo | 0.08% | 97,199 | $2.5M | Add +9.1% |
| DFAC Dimensional US Core Equity 2 | 0.08% | 72,633 | $2.5M | No change |
| AIG American International Group | 0.08% | 34,338 | $2.5M | Add +3.1% |
| MUST Columbia Multi-Sect Muni Inc. | 0.08% | 123,002 | $2.5M | Add +4.5% |
| SHEL Shell PLC-ADR | 0.07% | 38,967 | $2.4M | Reduce -33.5% |
| RWX State Street SPDR Dow Jones | 0.07% | 105,249 | $2.4M | Add +4.2% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.07% | 19,266 | $2.4M | Add +1.3% |
| VCEL Vericel Corp. | 0.07% | 43,224 | $2.4M | Reduce -2.2% |
| MPC Marathon Petroleum Corp. | 0.07% | 16,743 | $2.3M | Add +0.3% |
| WMT Walmart Inc. | 0.07% | 25,719 | $2.3M | Add +8.3% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.07% | 91,549 | $2.3M | Reduce -15.4% |
| DFNM Dimensional National Muni BD | 0.07% | 47,523 | $2.3M | Add +12.4% |
| XPO Xpo Inc. | 0.07% | 17,235 | $2.3M | Reduce -12.9% |
| JNJ Johnson & Johnson | 0.07% | 15,406 | $2.2M | Reduce -1.0% |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | 0.07% | 52,800 | $2.2M | Reduce -4.0% |
| IJH iShares Core S&P Midcap ETF | 0.07% | 34,456 | $2.1M | Reduce -6.3% |
| JD Jd.com Inc.-ADR | 0.06% | 59,958 | $2.1M | New |
| IAI iShares U.S. Broker-Dealers | 0.06% | 14,176 | $2.0M | Add +15.7% |
| PINS Pinterest Inc. Class A | 0.06% | 70,408 | $2.0M | Add +12.6% |
| WFC Wells Fargo & Co. | 0.06% | 28,653 | $2.0M | Add +1.8% |
| NOW ServiceNow Inc. | 0.06% | 1,851 | $2.0M | Add +13.3% |
| OEF iShares S&P 100 ETF | 0.06% | 6,764 | $2.0M | Reduce -0.3% |
| INTC Intel Corp. | 0.06% | 97,345 | $2.0M | Reduce -75.4% |
| SGOV iShares 0-3 Month Treasury B | 0.06% | 19,085 | $1.9M | Add +38.4% |
| V Visa Inc. Class A | 0.06% | 5,932 | $1.9M | Add +6.3% |
| VOO Vanguard S&P 500 ETF | 0.06% | 3,445 | $1.9M | Add +16.8% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.06% | 16,671 | $1.8M | Reduce -2.5% |
| SUSA iShares ESG Optimized MSCI U | 0.05% | 14,704 | $1.8M | Reduce -1.4% |
| FTEC Fidelity MSCI Info Tech Indx | 0.05% | 9,561 | $1.8M | No change |
| PG The Procter & Gamble Co. | 0.05% | 10,410 | $1.7M | Reduce -5.9% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.05% | 40,407 | $1.7M | Reduce -5.4% |
| ARLO Arlo Technologies Inc. | 0.05% | 151,533 | $1.7M | Add +3.8% |
| GLOB Globant SA | 0.05% | 7,852 | $1.7M | Reduce -12.2% |
| VCR Vanguard Consumer Discre ETF | 0.05% | 4,431 | $1.7M | Add +1.4% |
| ANF Abercrombie & Fitch Co. Class A | 0.05% | 11,050 | $1.7M | Reduce -0.0% |
| TRGP Targa Resources Corp. | 0.05% | 9,234 | $1.6M | Add +0.8% |
| VGT Vanguard Info Tech ETF | 0.05% | 2,647 | $1.6M | Add +2.4% |
| XLV SS Health Care Select Sector | 0.05% | 11,925 | $1.6M | Reduce -5.9% |
| EAGG iShares ESG Aware US Aggrega | 0.05% | 32,980 | $1.5M | Reduce -0.4% |
| AXP American Express Co. | 0.05% | 5,139 | $1.5M | Add +7.0% |
| MLM Martin Marietta Materials | 0.05% | 2,917 | $1.5M | Add +0.0% |
| ACN Accenture PLC Class A | 0.05% | 4,265 | $1.5M | Add +4.0% |
| C Citigroup Inc. | 0.04% | 20,829 | $1.5M | New |
| EAT Brinker International Inc. | 0.04% | 11,000 | $1.5M | No change |
| NVT Nvent Electric PLC | 0.04% | 20,421 | $1.4M | Add +1.9% |
| ITT Itt Inc. | 0.04% | 9,545 | $1.4M | New |
| MDY State Street SPDR S&P Midcap | 0.04% | 2,350 | $1.3M | Reduce -7.0% |
| DPZ Domino's Pizza Inc. | 0.04% | 3,113 | $1.3M | Add +0.1% |
| CME Cme Group Inc. | 0.04% | 5,473 | $1.3M | Reduce -0.4% |
| UCO Proshares Ultra Bloomberg CR | 0.04% | 45,000 | $1.2M | Add +80.0% |
| MRK Merck & Co. Inc. | 0.04% | 12,371 | $1.2M | Add +0.7% |
| QYLD Global X Nasd 100 Cov Call | 0.04% | 66,445 | $1.2M | Add +30.9% |
| SPGI S&P Global Inc. | 0.04% | 2,402 | $1.2M | Add +3.8% |
| BCAL California Bancorp | 0.04% | 71,152 | $1.2M | No change |
| CSCO Cisco Systems Inc. | 0.04% | 19,498 | $1.2M | Add +20.1% |
| DHR Danaher Corp. | 0.03% | 4,950 | $1.1M | Add +3.0% |
| RTX RTX Corp. | 0.03% | 9,653 | $1.1M | Add +4.0% |
| PCVX Vaxcyte Inc. | 0.03% | 13,143 | $1.1M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.03% | 2,562 | $1.1M | No change |
| VTHR Vanguard Russell 3000 | 0.03% | 4,043 | $1.1M | Reduce -2.0% |
| HON Honeywell International Inc. | 0.03% | 4,601 | $1.0M | Reduce -12.8% |
| PWR Quanta Services Inc. | 0.03% | 3,158 | $998K | Add +2.7% |
| FISV Fiserv Inc. | 0.03% | 4,795 | $985K | Add +31.0% |
| MA Mastercard Inc. Class A | 0.03% | 1,861 | $980K | Add +4.4% |
| EXI iShares Global Industrials E | 0.03% | 6,933 | $979K | Add +1.9% |
| HAL Halliburton Co. | 0.03% | 35,965 | $978K | Reduce -60.5% |
| ABT Abbott Laboratories | 0.03% | 8,580 | $970K | Add +17.4% |
| ITUB Itau Unibanco H-Spon PRF ADR | 0.03% | 187,381 | $929K | Reduce -38.2% |
| PEP Pepsico Inc. | 0.03% | 5,972 | $908K | Reduce -2.0% |
| HYD Vaneck High Yield Muni ETF | 0.03% | 17,284 | $897K | Add +8.0% |
| XYLD Global X S&P 500 Cove Call E | 0.03% | 21,375 | $896K | Add +0.3% |
| PHYS Sprott Physical Gold Trust | 0.03% | 44,132 | $889K | Reduce -1.6% |
| ITM Vaneck Intermediate Muni ETF | 0.03% | 19,152 | $883K | Add +8.2% |
| XLB SS Materials Select Sector | 0.03% | 10,351 | $871K | Add +1.7% |
| VT Vanguard Tot World STK ETF | 0.03% | 7,392 | $868K | Reduce -5.6% |
| AMGN Amgen Inc. | 0.03% | 3,320 | $865K | Add +3.4% |
| LOW Lowe's Cos Inc. | 0.03% | 3,421 | $844K | Reduce -54.9% |
| IBTA Ibotta Inc. Class A | 0.03% | 12,750 | $830K | Reduce -12.1% |
| REM iShares Mortgage Real Estate | 0.03% | 38,760 | $828K | Add +1.3% |
| MLN Vaneck Long Muni ETF | 0.03% | 45,689 | $817K | Add +9.0% |
| WYNN WYNN Resorts Ltd. | 0.02% | 9,179 | $791K | New |
| PEN Penumbra Inc. | 0.02% | 3,330 | $791K | Add +1.6% |
| GEV GE Vernova Inc. | 0.02% | 2,392 | $787K | Reduce -0.8% |
| ARI Apollo Commercial Real Estat | 0.02% | 89,608 | $776K | Reduce -47.1% |
| FLOT iShares Floating Rate Bond E | 0.02% | 15,124 | $769K | No change |
| PLD Prologis Inc. | 0.02% | 7,278 | $769K | Reduce -2.9% |
| DVN Devon Energy Corp. | 0.02% | 23,265 | $761K | Reduce -83.5% |
| BR Broadridge Financial Solutio | 0.02% | 3,347 | $757K | Add +90.1% |
| UNH Unitedhealth Group Inc. | 0.02% | 1,480 | $749K | Reduce -10.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.02% | 5,979 | $722K | Add +11.1% |
| VOX Vanguard Communication Servi | 0.02% | 4,566 | $708K | Add +0.7% |
| LMT Lockheed Martin Corp. | 0.02% | 1,450 | $705K | Add +2.8% |
| PFE Pfizer Inc. | 0.02% | 26,131 | $693K | Reduce -20.5% |
| SO The Southern Co. | 0.02% | 8,202 | $675K | Add +2.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.02% | 8,584 | $670K | No change |
| SYK Stryker Corp. | 0.02% | 1,820 | $655K | Add +3.6% |
| RVNU Xtrac Mun Inf Rev BD Act ETF | 0.02% | 25,529 | $645K | Add +22.7% |
| SSO Proshares Ultra S&P500 | 0.02% | 6,884 | $637K | No change |
| KO The Coca-Cola Co. | 0.02% | 10,211 | $636K | Add +7.1% |
| PD Pagerduty Inc. | 0.02% | 34,439 | $629K | No change |
| EFA iShares MSCI Eafe ETF | 0.02% | 8,242 | $623K | Reduce -15.9% |
| SOHU Sohu.com Ltd.-ADR | 0.02% | 46,569 | $614K | No change |
| RCS PIMCO Strategic Income Fund | 0.02% | 79,630 | $607K | Reduce -10.0% |
| ESGD iShares Trust iShares ESG Aw | 0.02% | 7,897 | $601K | Add +28.7% |
| IWM iShares Russell 2000 ETF | 0.02% | 2,693 | $595K | Add +151.2% |
| WSO Watsco Inc. | 0.02% | 1,238 | $587K | Reduce -2.7% |
| XLI SS Industrial Select Sector | 0.02% | 4,410 | $581K | Reduce -1.1% |
| SCHD Schwab US DVD Equity ETF | 0.02% | 20,862 | $570K | Reduce -2.6% |
| PDI PIMCO Dynamic Income Fund | 0.02% | 30,600 | $561K | No change |
| APA Apa Corp. | 0.02% | 24,263 | $560K | Reduce -0.7% |
| PLTR Palantir Technologies Inc. Class A | 0.02% | 7,344 | $555K | Add +30.0% |
| TGT Target Corp. | 0.02% | 4,061 | $549K | Reduce -8.8% |
| SUB iShares Short-Term National | 0.02% | 5,134 | $542K | Add +12.0% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.02% | 16,807 | $539K | Reduce -7.1% |
| AMTM Amentum Holdings Inc. | 0.02% | 24,740 | $520K | New |
| ESGU iShares ESG Aware MSCI USA | 0.02% | 4,022 | $518K | Add +0.3% |
| SUN Sunoco LP | 0.02% | 10,000 | $514K | No change |
| LNT Alliant Energy Corp. | 0.02% | 8,557 | $506K | No change |
| DOW Dow Inc. | 0.02% | 12,446 | $499K | Reduce -92.4% |
| PDP Invesco Dorsey Wright Moment | 0.01% | 4,399 | $473K | Add +2.9% |
| VZ Verizon Communications Inc. | 0.01% | 11,771 | $471K | Reduce -4.9% |
| IWO iShares Russell 2000 Growth | 0.01% | 1,629 | $469K | No change |
| ADI Analog Devices Inc. | 0.01% | 2,203 | $468K | Add +9.7% |
| DUK Duke Energy Corp. | 0.01% | 4,339 | $468K | Add +14.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.01% | 4,188 | $466K | Reduce -15.2% |
| REGN Regeneron Pharmaceuticals | 0.01% | 650 | $463K | Reduce -3.4% |
| GLD SPDR Gold Shares | 0.01% | 1,881 | $456K | Add +4.0% |
| OTIS Otis Worldwide Corp. | 0.01% | 4,901 | $454K | Add +0.3% |
| PEG Public Service Enterprise GP | 0.01% | 5,353 | $452K | Add +1.4% |
| IDEV iShares Core MSCI Dev MKTS | 0.01% | 6,991 | $451K | No change |
| ICSH iShares Ultra Short Duration | 0.01% | 8,935 | $451K | New |
| SKYY First Trust Cloud Computing | 0.01% | 3,777 | $450K | Add +1.0% |
| CTAS Cintas Corp. | 0.01% | 2,458 | $449K | Add +2.3% |
| APD Air Products & Chemicals Inc. | 0.01% | 1,540 | $447K | Add +2.3% |
| SOXX iShares Semiconductor ETF | 0.01% | 2,072 | $446K | Add +12.8% |
| IAU iShares Gold Trust | 0.01% | 8,962 | $444K | Add +19.2% |
| CL Colgate-Palmolive Co. | 0.01% | 4,835 | $440K | Reduce -2.5% |
| DPST Dirx DLY RGNL BNK B3X ETF-Ui | 0.01% | 4,000 | $439K | New |
| SPG Simon Property Group Inc. | 0.01% | 2,550 | $439K | Add +82.9% |
| LEN Lennar Corp. Class A | 0.01% | 3,193 | $435K | Reduce -1.5% |
| WSM Williams-Sonoma Inc. | 0.01% | 2,294 | $425K | Add +9.0% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.01% | 1,224 | $420K | Reduce -0.1% |
| XLG Invesco S&P 500 Top 50 ETF | 0.01% | 8,387 | $419K | Add +3.6% |
| URI United Rentals Inc. | 0.01% | 580 | $409K | Add +7.6% |
| MMM 3M Co. | 0.01% | 3,158 | $408K | Add +28.0% |
| KLAC KLA Corp. | 0.01% | 645 | $406K | Reduce -3.7% |
| BLK BlackRock Inc. | 0.01% | 393 | $403K | Reduce -17.1% |
| GLW Corning Inc. | 0.01% | 8,475 | $403K | Add +18.4% |
| CBOE Cboe Global Markets Inc. | 0.01% | 2,046 | $400K | Add +1.2% |
| MS Morgan Stanley | 0.01% | 3,176 | $399K | Reduce -2.6% |
| NXPI NXP Semiconductors NV | 0.01% | 1,865 | $388K | New |
| AGNC AGNC Investment Corp. | 0.01% | 41,631 | $383K | Add +136.9% |
| AZO AutoZone Inc. | 0.01% | 118 | $379K | Add +0.8% |
| SCHO Schwab Short-Term US Treas | 0.01% | 15,728 | $378K | No change |
| ICLN iShares Global Clean Energy | 0.01% | 32,764 | $373K | Reduce -3.4% |
| IYH iShares U.S. Healthcare ETF | 0.01% | 6,366 | $371K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.01% | 6,139 | $370K | Add +17.4% |
| BKNG Booking Holdings Inc. | 0.01% | 74 | $368K | Add +34.5% |
| XEXGX Eaton Vance Tax-Managed Glob | 0.01% | 44,500 | $364K | No change |
| BP BP PLC-Spons ADR | 0.01% | 12,205 | $361K | Reduce -86.5% |
| IWR iShares Russell Mid-Cap ETF | 0.01% | 4,031 | $356K | Reduce -8.7% |
| EMN Eastman Chemical Co. | 0.01% | 3,901 | $356K | Add +27.9% |
| MDT Medtronic PLC | 0.01% | 4,422 | $353K | Add +8.3% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.01% | 6,218 | $351K | Add +2.0% |
| VGIT Vanguard Intermediate-Term T | 0.01% | 6,002 | $348K | Add +18.9% |
| INDA iShares MSCI India ETF | 0.01% | 6,550 | $345K | Add +26.0% |
| CMCSA Comcast Corp. Class A | 0.01% | 9,129 | $343K | Reduce -0.7% |
| BX Blackstone Inc. | 0.01% | 1,948 | $336K | Add +33.7% |
| T AT&T Inc. | 0.01% | 14,697 | $335K | Add +24.1% |
| ED Consolidated Edison Inc. | 0.01% | 3,745 | $334K | Add +21.4% |
| UNP Union Pacific Corp. | 0.01% | 1,465 | $334K | Reduce -8.3% |
| ADBE Adobe Inc. | 0.01% | 739 | $329K | Reduce -19.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.01% | 4,305 | $326K | Add +13.7% |
| DFAS Dimensional US Small Cap ETF | 0.01% | 4,992 | $325K | No change |
| TIP iShares Tips Bond ETF | 0.01% | 2,961 | $315K | Add +4.1% |
| CB Chubb Ltd. | 0.01% | 1,140 | $315K | Reduce -5.6% |
| PHM Pultegroup Inc. | 0.01% | 2,879 | $314K | Add +0.2% |
| PDBC Invesco Optimum Yield Divers | 0.01% | 23,471 | $305K | No change |
| WY Weyerhaeuser Co. | 0.01% | 10,705 | $301K | Add +0.5% |
| IEMG iShares Core MSCI Emerging | 0.01% | 5,654 | $295K | Add +5.6% |
| BIZD Vaneck BDC Income ETF | 0.01% | 17,486 | $291K | No change |
| PCN PIMCO Corporate & Income STR | 0.01% | 21,640 | $290K | Add +2.5% |
| NTRA Natera Inc. | 0.01% | 1,817 | $288K | Add +0.3% |
| GRAL Grail Inc. | 0.01% | 16,112 | $288K | No change |
| MDLZ Mondelez International Inc. Class A | 0.01% | 4,763 | $284K | Add +4.2% |
| GM General Motors Co. | 0.01% | 5,229 | $279K | Reduce -7.1% |
| BA The Boeing Co. | 0.01% | 1,561 | $276K | Reduce -1.8% |
| SUSC iShares ESG Aware Usd Corpor | 0.01% | 12,010 | $273K | Reduce -0.0% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.01% | 3,577 | $272K | Reduce -5.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.01% | 7,899 | $270K | No change |
| ACWI iShares MSCI Acwi ETF | 0.01% | 2,257 | $265K | Reduce -0.0% |
| RPM RPM International Inc. | 0.01% | 2,151 | $265K | Add +4.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.01% | 1,336 | $264K | Reduce -21.8% |
| DFIV Dimensional International Va | 0.01% | 7,400 | $263K | No change |
| EMR Emerson Electric Co. | 0.01% | 2,099 | $260K | Add +11.8% |
| VIG Vanguard Dividend Apprec ETF | 0.01% | 1,304 | $255K | No change |
| AXON Axon Enterprise Inc. | 0.01% | 429 | $255K | New |
| CLX Clorox Company | 0.01% | 1,553 | $252K | Add +23.8% |
| ESML iShares ESG Aware MSCI USA S | 0.01% | 5,958 | $251K | Add +1.5% |
| EW Edwards Lifesciences Corp. | 0.01% | 3,369 | $249K | New |
| IJK iShares S&P Mid-Cap 400 Grow | 0.01% | 2,726 | $248K | Add +1.7% |
| INTU Intuit Inc. | 0.01% | 387 | $243K | Add +7.5% |
| ITW Illinois Tool Works | 0.01% | 957 | $243K | Add +7.3% |
| GOVT iShares US Treasury Bond ETF | 0.01% | 10,401 | $239K | Add +1.4% |
| PCAR Paccar Inc. | 0.01% | 2,285 | $238K | New |
| ENPH Enphase Energy Inc. | 0.01% | 3,451 | $237K | Add +17.2% |
| DFAT Dimensional US Target Value | 0.01% | 4,234 | $236K | Add +0.0% |
| DD Dupont DE Nemours Inc. | 0.01% | 3,055 | $233K | Add +2.5% |
| FTXL First Trust Nasdaq Semicondu | 0.01% | 2,662 | $232K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.01% | 8,582 | $229K | No change |
| NOC Northrop Grumman Corp. | 0.01% | 482 | $226K | Add +21.1% |
| FDVV Fidelity High Dividend ETF | 0.01% | 4,528 | $226K | Add +12.0% |
| HYXF iShares ESG Adv High Yield | 0.01% | 4,850 | $224K | Add +0.1% |
| BMY Bristol-Myers Squibb Co. | 0.01% | 3,952 | $224K | New |
| KMB Kimberly-Clark Corp. | 0.01% | 1,698 | $223K | Reduce -5.2% |
| FITB Fifth Third Bancorp | 0.01% | 5,243 | $222K | Reduce -0.1% |
| IWN iShares Russell 2000 Value E | 0.01% | 1,343 | $221K | No change |
| TPG TPG Inc. | 0.01% | 3,500 | $220K | New |
| AON Aon PLC Class A | 0.01% | 608 | $218K | Add +3.6% |
| AMT American Tower Corp. | 0.01% | 1,187 | $218K | Reduce -8.7% |
| VLO Valero Energy Corp. | 0.01% | 1,770 | $217K | Reduce -21.4% |
| FICO Fair Isaac Corp. | 0.01% | 108 | $215K | Reduce -12.2% |
| COO The Cooper Cos Inc. | 0.01% | 2,314 | $213K | New |
| MELI MercadoLibre Inc. | 0.01% | 124 | $211K | Reduce -8.8% |
| SCHB Schwab US Broad Market ETF | 0.01% | 9,219 | $209K | Reduce -68.1% |
| RHI Robert Half Inc. | 0.01% | 2,943 | $207K | New |
| SCHM Schwab US Mid Cap ETF | 0.01% | 7,470 | $207K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.01% | 2,330 | $207K | New |
| AVY Avery Dennison Corp. | 0.01% | 1,100 | $206K | Add +5.7% |
| CARR Carrier Global Corp. | 0.01% | 2,964 | $202K | Reduce -9.8% |
| DT Dynatrace Inc. | 0.01% | 3,719 | $202K | New |
| CEF Sprott Physical Gold and Sil | 0.01% | 8,470 | $201K | No change |
| JBL Jabil Inc. | 0.01% | 1,397 | $201K | New |
| ESBA Empire State Realty Op LP-Es | 0.01% | 15,983 | $163K | Reduce -26.2% |
| TWI Titan International Inc. | 0.00% | 20,000 | $136K | No change |
| NWL Newell Brands Inc. | 0.00% | 13,037 | $130K | New |
| UAA Under Armour Inc. Class A | 0.00% | 15,591 | $129K | Add +51.4% |
| COUR Coursera Inc. | 0.00% | 12,387 | $105K | No change |
| VALE Vale SA-SP ADR | 0.00% | 10,200 | $90K | Reduce -1.0% |
| VVR Invesco Senior Income Trust | 0.00% | 17,500 | $69K | No change |