| AAPL Apple Inc. | 4.53% | 77,984 | $17.3M | Reduce -3.0% |
| GLD SPDR Gold Shares | 3.67% | 48,627 | $14.0M | Reduce -0.6% |
| MSFT Microsoft Corp. | 3.41% | 34,668 | $13.0M | Reduce -1.5% |
| IVV iShares Core S&P 500 ETF | 3.17% | 21,566 | $12.1M | Add +2.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.81% | 41,510 | $10.7M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.22% | 15,896 | $8.5M | Reduce -7.5% |
| GVI iShares Intermediate Governm | 2.01% | 72,446 | $7.7M | Add +0.9% |
| GOOGL Alphabet Inc. Class A | 1.97% | 48,698 | $7.5M | Reduce -4.6% |
| VOO Vanguard S&P 500 ETF | 1.87% | 13,935 | $7.2M | Add +34.6% |
| JPM JPMorgan Chase & Co. | 1.86% | 28,988 | $7.1M | Reduce -3.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.83% | 12,492 | $7.0M | Add +10.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.66% | 52,174 | $6.4M | Reduce -1.8% |
| AMZN Amazon.com Inc. | 1.65% | 33,053 | $6.3M | Reduce -3.8% |
| SYK Stryker Corp. | 1.58% | 16,178 | $6.0M | Reduce -1.2% |
| JPST JPMorgan Ultra-Short Income | 1.55% | 117,072 | $5.9M | Add +11.9% |
| COST Costco Wholesale Corp. | 1.50% | 6,071 | $5.7M | Reduce -3.7% |
| NVDA Nvidia Corp. | 1.48% | 52,051 | $5.6M | Add +0.5% |
| VGT Vanguard Info Tech ETF | 1.37% | 9,668 | $5.2M | Reduce -3.5% |
| UNH Unitedhealth Group Inc. | 1.37% | 10,009 | $5.2M | Reduce -1.1% |
| ORLY O'reilly Automotive Inc. | 1.36% | 3,616 | $5.2M | Reduce -1.7% |
| VEA Vanguard Ftse Developed ETF | 1.33% | 99,668 | $5.1M | Reduce -1.8% |
| MDY State Street SPDR S&P Midcap | 1.27% | 9,106 | $4.9M | Reduce -3.5% |
| XOM Exxon Mobil Corp. | 1.09% | 34,954 | $4.2M | Reduce -0.8% |
| WMT Walmart Inc. | 1.05% | 45,553 | $4.0M | Reduce -5.0% |
| VIOG Vanguard S&P SM Cap 600 GRW | 1.04% | 37,366 | $4.0M | Add +7.0% |
| UPS United Parcel Service Class B | 0.99% | 34,557 | $3.8M | Reduce -2.8% |
| VWO Vanguard Ftse Emerging Marke | 0.99% | 83,822 | $3.8M | Add +3.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.97% | 89,040 | $3.7M | Reduce -1.8% |
| ADP Automatic Data Processing | 0.96% | 12,053 | $3.7M | Reduce -2.4% |
| PG The Procter & Gamble Co. | 0.94% | 20,986 | $3.6M | Reduce -2.8% |
| CASY Casey's General Stores Inc. | 0.92% | 8,101 | $3.5M | Reduce -1.9% |
| LOW Lowe's Cos Inc. | 0.90% | 14,769 | $3.4M | Add +2.1% |
| ICE Intercontinental Exchange Inc. | 0.90% | 19,861 | $3.4M | Reduce -1.4% |
| AFL Aflac Inc. | 0.88% | 30,154 | $3.4M | Reduce -1.8% |
| CAH Cardinal Health Inc. | 0.87% | 24,050 | $3.3M | Reduce -1.7% |
| ABBV Abbvie Inc. | 0.86% | 15,763 | $3.3M | Reduce -2.4% |
| ORCL Oracle Corp. | 0.77% | 21,024 | $2.9M | Reduce -2.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.76% | 47,677 | $2.9M | Reduce -2.3% |
| JLL Jones Lang Lasalle Inc. | 0.74% | 11,482 | $2.8M | Add +2.5% |
| IJH iShares Core S&P Midcap ETF | 0.74% | 48,301 | $2.8M | Reduce -1.2% |
| SCHI Schwab 5-10 Year Corporate B | 0.70% | 119,752 | $2.7M | Add +17.3% |
| PHG Koninklijke Philips NVR- NY | 0.68% | 102,420 | $2.6M | Reduce -1.5% |
| LYV Live Nation Entertainment Inc. | 0.65% | 19,145 | $2.5M | Reduce -4.5% |
| JNJ Johnson & Johnson | 0.64% | 14,639 | $2.4M | Reduce -0.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.63% | 3 | $2.4M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.62% | 9,503 | $2.4M | Add +1.8% |
| AXP American Express Co. | 0.61% | 8,728 | $2.3M | Reduce -2.2% |
| GOOG Alphabet Inc. Class C | 0.61% | 14,975 | $2.3M | Reduce -4.2% |
| INGR Ingredion Inc. | 0.60% | 17,036 | $2.3M | Add +2.0% |
| URI United Rentals Inc. | 0.57% | 3,454 | $2.2M | Add +2.3% |
| QQQM Invesco Nasdaq 100 ETF | 0.56% | 11,035 | $2.1M | Reduce -3.4% |
| MTG Mgic Investment Corp. | 0.55% | 85,374 | $2.1M | Reduce -2.5% |
| RL Ralph Lauren Corp. | 0.55% | 9,551 | $2.1M | Reduce -4.1% |
| CVX Chevron Corp. | 0.55% | 12,496 | $2.1M | Reduce -0.1% |
| ETN Eaton Corp. PLC | 0.54% | 7,539 | $2.0M | Add +0.2% |
| EFA iShares MSCI Eafe ETF | 0.52% | 24,535 | $2.0M | Add +1.3% |
| META Meta Platforms Inc. Class A | 0.52% | 3,446 | $2.0M | Add +242.2% |
| KBH KB Home | 0.51% | 33,692 | $2.0M | Add +1.1% |
| XLE SS Energy Select Sector | 0.49% | 20,147 | $1.9M | Reduce -1.0% |
| TT Trane Technologies PLC | 0.48% | 5,444 | $1.8M | Reduce -4.6% |
| CEG Constellation Energy | 0.48% | 9,042 | $1.8M | Add +156.0% |
| WM Waste Management Inc. | 0.47% | 7,804 | $1.8M | Reduce -3.3% |
| ARCC Ares Capital Corp. | 0.47% | 81,307 | $1.8M | Reduce -3.6% |
| GE General Electric filed as GE AEROSPACE | 0.47% | 8,958 | $1.8M | Add +235.4% |
| OC Owens Corning | 0.46% | 12,318 | $1.8M | Add +3.6% |
| MCD McDonald's Corp. | 0.45% | 5,489 | $1.7M | Reduce -2.9% |
| CCJ Cameco Corp. | 0.44% | 40,468 | $1.7M | Add +1.6% |
| HD Home Depot Inc. | 0.41% | 4,262 | $1.6M | Reduce -2.2% |
| PEP Pepsico Inc. | 0.40% | 10,195 | $1.5M | Reduce -53.6% |
| RJF Raymond James Financial Inc. | 0.39% | 10,835 | $1.5M | Add +9.0% |
| PLTR Palantir Technologies Inc. Class A | 0.39% | 17,819 | $1.5M | Add +784.3% |
| ADBE Adobe Inc. | 0.38% | 3,759 | $1.4M | Add +8.6% |
| XLK SS Technology Select Sector | 0.35% | 6,455 | $1.3M | Reduce -1.5% |
| NTAP Netapp Inc. | 0.34% | 15,000 | $1.3M | Add +1.8% |
| V Visa Inc. Class A | 0.34% | 3,754 | $1.3M | Reduce -3.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.33% | 3,393 | $1.3M | Add +8.2% |
| CSCO Cisco Systems Inc. | 0.31% | 19,297 | $1.2M | Reduce -10.0% |
| AMD Advanced Micro Devices | 0.31% | 11,423 | $1.2M | Add +16.5% |
| IWF iShares Russell 1000 Growth | 0.30% | 3,180 | $1.1M | No change |
| ITW Illinois Tool Works | 0.30% | 4,620 | $1.1M | Reduce -5.2% |
| ABT Abbott Laboratories | 0.30% | 8,623 | $1.1M | Reduce -2.2% |
| PM Philip Morris International | 0.30% | 7,125 | $1.1M | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.29% | 16,143 | $1.1M | Add +11.8% |
| NOW ServiceNow Inc. | 0.29% | 1,407 | $1.1M | Add +9280.0% |
| FN Fabrinet | 0.29% | 5,622 | $1.1M | Add +0.5% |
| AVGO Broadcom Inc. | 0.29% | 6,619 | $1.1M | Add +707.2% |
| GGAL Grupo Financiero Galicia-ADR | 0.28% | 19,726 | $1.1M | Reduce -8.3% |
| AMAT Applied Materials Inc. | 0.28% | 7,355 | $1.1M | Add +5.1% |
| RTX RTX Corp. | 0.26% | 7,567 | $1.0M | Reduce -16.3% |
| MRK Merck & Co. Inc. | 0.26% | 11,116 | $998K | Reduce -50.8% |
| DHR Danaher Corp. | 0.26% | 4,763 | $976K | Reduce -3.2% |
| SF Stifel Financial Corp. | 0.24% | 9,539 | $899K | New |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.23% | 2,500 | $863K | No change |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.23% | 39,655 | $861K | Add +21.6% |
| JEPI JPMorgan Equity Premium Inco | 0.22% | 15,000 | $857K | Reduce -4.3% |
| SCHD Schwab US DVD Equity ETF | 0.22% | 30,590 | $855K | Add +12.1% |
| DCI Donaldson Co. Inc. | 0.22% | 12,608 | $845K | Add +13.7% |
| CME Cme Group Inc. | 0.22% | 3,177 | $843K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 3,050 | $838K | Add +1.2% |
| IWM iShares Russell 2000 ETF | 0.22% | 4,155 | $829K | Reduce -1.3% |
| KO The Coca-Cola Co. | 0.22% | 11,545 | $827K | Reduce -0.2% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.22% | 39,740 | $825K | Add +7.4% |
| DXCM Dexcom Inc. | 0.21% | 11,589 | $791K | Reduce -1.1% |
| SPGP Invesco S&P 500 Garp ETF | 0.21% | 7,895 | $789K | Reduce -6.0% |
| TXN Texas Instruments Inc. | 0.21% | 4,386 | $788K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.20% | 1,181 | $783K | Add +2.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.20% | 3,521 | $781K | Add +5.7% |
| IBDU iShares Ibonds Dec 2029 Term | 0.20% | 33,390 | $772K | Add +10.5% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.20% | 31,210 | $755K | Reduce -2.6% |
| TRV The Travelers Cos Inc. | 0.20% | 2,829 | $748K | Reduce -1.1% |
| VZ Verizon Communications Inc. | 0.20% | 16,427 | $745K | Reduce -0.4% |
| IVW iShares S&P 500 Growth ETF | 0.19% | 7,867 | $730K | Add +0.7% |
| XLB SS Materials Select Sector | 0.19% | 8,386 | $721K | Reduce -15.0% |
| DUK Duke Energy Corp. | 0.19% | 5,895 | $719K | Add +0.8% |
| LECO Lincoln Electric Holdings | 0.18% | 3,695 | $699K | Reduce -7.3% |
| CI The Cigna Group | 0.18% | 2,113 | $695K | Reduce -0.3% |
| SUSA iShares ESG Optimized MSCI U | 0.18% | 5,990 | $688K | Reduce -29.2% |
| MS Morgan Stanley | 0.18% | 5,878 | $686K | Reduce -6.9% |
| CL Colgate-Palmolive Co. | 0.18% | 7,212 | $676K | Reduce -6.9% |
| TMO Thermo Fisher Scientific Inc. | 0.16% | 1,259 | $626K | Reduce -3.8% |
| QCOM Qualcomm Inc. | 0.16% | 4,045 | $621K | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.16% | 1,842 | $616K | Add +15.5% |
| EEM iShares MSCI Emerging Market | 0.16% | 13,903 | $608K | Reduce -5.1% |
| COP Conocophillips | 0.16% | 5,750 | $604K | Reduce -21.7% |
| LLY Eli Lilly & Co. | 0.16% | 721 | $595K | Reduce -5.1% |
| CTAS Cintas Corp. | 0.15% | 2,774 | $570K | Reduce -4.5% |
| GLW Corning Inc. | 0.14% | 11,769 | $539K | Reduce -0.4% |
| BIV Vanguard Intermediate-Term B | 0.14% | 6,879 | $527K | Add +9.3% |
| UNP Union Pacific Corp. | 0.13% | 2,156 | $509K | Reduce -2.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.13% | 6,301 | $497K | Reduce -0.6% |
| CB Chubb Ltd. | 0.12% | 1,577 | $476K | Reduce -4.0% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.12% | 478 | $472K | No change |
| DVY iShares Select Dividend ETF | 0.12% | 3,500 | $470K | No change |
| NEE Nextera Energy Inc. | 0.12% | 6,512 | $462K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.12% | 2,670 | $461K | No change |
| HON Honeywell International Inc. | 0.12% | 2,177 | $461K | Reduce -10.8% |
| BMY Bristol-Myers Squibb Co. | 0.12% | 7,297 | $445K | Add +2.3% |
| BLK BlackRock Inc. | 0.11% | 464 | $439K | New |
| EPD Enterprise Products Partners | 0.11% | 12,825 | $438K | Add +4.9% |
| ALL Allstate Corp. | 0.11% | 2,095 | $434K | No change |
| AMGN Amgen Inc. | 0.11% | 1,391 | $433K | Reduce -8.1% |
| BDX Becton Dickinson and Co. | 0.11% | 1,856 | $425K | Reduce -1.7% |
| MU Micron Technology Inc. | 0.11% | 4,873 | $423K | Reduce -5.1% |
| IJR iShares Core S&P Small-Cap E | 0.10% | 3,727 | $390K | No change |
| GD General Dynamics Corp. | 0.10% | 1,415 | $386K | Reduce -20.4% |
| LMT Lockheed Martin Corp. | 0.10% | 843 | $377K | No change |
| MCHP Microchip Technology Inc. | 0.10% | 7,710 | $373K | Reduce -6.1% |
| RSP Invesco S&P 500 Equal Weight | 0.10% | 2,100 | $364K | No change |
| NSC Norfolk Southern Corp. | 0.09% | 1,490 | $353K | Reduce -1.6% |
| EXC Exelon Corp. | 0.09% | 7,623 | $351K | Reduce -7.6% |
| MRSH Marsh & McLennan Cos | 0.09% | 1,435 | $350K | No change |
| WMB Williams Cos Inc. | 0.09% | 5,739 | $343K | Reduce -3.9% |
| HIG Hartford Insurance Group Inc. | 0.09% | 2,743 | $339K | No change |
| IVE iShares S&P 500 Value ETF | 0.09% | 1,750 | $334K | Reduce -13.6% |
| IBB iShares Biotechnology ETF | 0.08% | 2,524 | $323K | Reduce -6.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 677 | $317K | No change |
| XLV SS Health Care Select Sector | 0.08% | 2,115 | $309K | Reduce -11.9% |
| CTSH Cognizant Tech Solutions-A | 0.08% | 4,013 | $307K | Reduce -77.6% |
| BSX Boston Scientific Corp. | 0.08% | 3,025 | $305K | Add +17.9% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.08% | 12,000 | $303K | Reduce -1.6% |
| SO The Southern Co. | 0.08% | 3,293 | $303K | Add +10.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.08% | 851 | $300K | Reduce -79.3% |
| FALN iShares Fallen Angels ETF | 0.08% | 11,134 | $298K | Add +27.3% |
| XLG Invesco S&P 500 Top 50 ETF | 0.08% | 6,320 | $291K | No change |
| CHKP Check Point Software Tech | 0.07% | 1,174 | $268K | No change |
| IBDQ iShares Ibonds Dec 2025 Term | 0.07% | 10,355 | $260K | Reduce -3.9% |
| BND Vanguard Total Bond Market | 0.07% | 3,524 | $259K | Reduce -5.6% |
| T AT&T Inc. | 0.07% | 9,014 | $255K | Reduce -0.8% |
| CLX Clorox Company | 0.07% | 1,723 | $254K | No change |
| MA Mastercard Inc. Class A | 0.07% | 460 | $252K | No change |
| PAYX Paychex Inc. | 0.07% | 1,630 | $251K | No change |
| D Dominion Energy Inc. | 0.07% | 4,470 | $251K | Reduce -42.3% |
| XLC SS Comm Select Sector SPDR | 0.07% | 2,591 | $250K | Reduce -0.6% |
| PRU Prudential Financial Inc. | 0.06% | 2,215 | $247K | No change |
| IBDR iShares Ibonds Dec 2026 Term | 0.06% | 9,755 | $236K | No change |
| IGM iShares Expanded Tech Sector | 0.06% | 2,580 | $234K | No change |
| BKR Baker Hughes Co. | 0.06% | 5,154 | $227K | Reduce -2.1% |
| MKC McCormick & Co.-Non VTG SHRS | 0.06% | 2,700 | $222K | No change |
| PNR Pentair PLC | 0.06% | 2,540 | $222K | No change |
| PSX Phillips 66 | 0.06% | 1,752 | $216K | Reduce -11.8% |
| HCA HCA Healthcare Inc. | 0.06% | 625 | $216K | Reduce -1.6% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.05% | 4,821 | $209K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 2,072 | $205K | Reduce -4.6% |
| GEV GE Vernova Inc. | 0.05% | 666 | $203K | No change |
| XSD SS SPDR S&P Semiconductor | 0.05% | 1,005 | $202K | Reduce -85.4% |
| CMCSA Comcast Corp. Class A | 0.05% | 5,160 | $190K | Reduce -11.4% |
| AMG Affiliated Managers Group | 0.05% | 1,104 | $186K | Reduce -5.1% |
| SPGI S&P Global Inc. | 0.05% | 365 | $185K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.05% | 1,520 | $185K | Reduce -4.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.05% | 745 | $182K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.05% | 1,661 | $181K | No change |
| TD Toronto-Dominion Bank | 0.05% | 2,996 | $180K | No change |
| MDT Medtronic PLC | 0.05% | 1,987 | $179K | No change |
| EMR Emerson Electric Co. | 0.05% | 1,623 | $178K | No change |
| IR Ingersoll-Rand Inc. | 0.05% | 2,211 | $177K | No change |
| FDN First Trust DJ Internet Ind | 0.05% | 790 | $175K | No change |
| AGG iShares Core U.S. Aggregate | 0.04% | 1,655 | $164K | Add +263.7% |
| ET Energy Transfer LP | 0.04% | 8,728 | $162K | No change |
| OTIS Otis Worldwide Corp. | 0.04% | 1,565 | $162K | No change |
| MFC Manulife Financial Corp. | 0.04% | 5,123 | $160K | No change |
| GILD Gilead Sciences Inc. | 0.04% | 1,400 | $157K | Reduce -49.4% |
| FISV Fiserv Inc. | 0.04% | 710 | $157K | No change |
| ACWI iShares MSCI Acwi ETF | 0.04% | 1,339 | $156K | No change |
| MO Altria Group Inc. | 0.04% | 2,495 | $150K | Add +7.5% |
| BHP BHP Group Ltd.-Spon ADR | 0.04% | 3,000 | $146K | No change |
| NGG National Grid PLC-SP ADR | 0.04% | 2,189 | $144K | Add +14.4% |
| HBAN Huntington Bancshares Inc. | 0.04% | 9,505 | $143K | No change |
| MELI MercadoLibre Inc. | 0.04% | 73 | $142K | No change |
| CAT Caterpillar Inc. | 0.04% | 428 | $141K | No change |
| MET Metlife Inc. | 0.04% | 1,750 | $141K | No change |
| VOOV Vanguard S&P 500 Value ETF | 0.04% | 750 | $138K | No change |
| TFI SS SPDR N Ice Muni Bond ETF | 0.04% | 3,000 | $135K | No change |
| SCHM Schwab US Mid Cap ETF | 0.04% | 5,115 | $134K | No change |
| NVT Nvent Electric PLC | 0.03% | 2,540 | $133K | No change |
| GS Goldman Sachs Group Inc. | 0.03% | 243 | $133K | No change |
| IPAY Amplify Digital Payments ETF | 0.03% | 2,410 | $128K | Reduce -8.2% |
| ENB Enbridge Inc. | 0.03% | 2,862 | $127K | No change |
| SHOP Shopify Inc. Class A | 0.03% | 1,300 | $124K | No change |
| CARR Carrier Global Corp. | 0.03% | 1,940 | $123K | Reduce -34.0% |
| PGX Invesco Preferred ETF | 0.03% | 10,800 | $121K | No change |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.03% | 4,770 | $121K | No change |
| XEL Xcel Energy Inc. | 0.03% | 1,629 | $115K | No change |
| SYY Sysco Corp. | 0.03% | 1,530 | $115K | Reduce -3.8% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.03% | 2,055 | $113K | No change |
| XLP SS Consumer Staples Sel Sect | 0.03% | 1,375 | $112K | Reduce -13.5% |
| STAG Stag Industrial Inc. | 0.03% | 3,100 | $112K | No change |
| TSLA Tesla Inc. | 0.03% | 428 | $111K | Add +1.9% |
| ACN Accenture PLC Class A | 0.03% | 350 | $109K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.03% | 1,304 | $109K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.03% | 2,161 | $109K | No change |
| USB US Bancorp | 0.03% | 2,524 | $107K | Reduce -30.9% |
| MMM 3M Co. | 0.03% | 722 | $106K | Reduce -5.9% |
| MSI Motorola Solutions Inc. | 0.03% | 241 | $106K | No change |
| PWR Quanta Services Inc. | 0.03% | 400 | $102K | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.03% | 848 | $102K | No change |
| EWJ iShares MSCI Japan ETF | 0.03% | 1,480 | $101K | No change |
| FICO Fair Isaac Corp. | 0.03% | 55 | $101K | No change |
| APD Air Products & Chemicals Inc. | 0.03% | 336 | $99K | Add +28.7% |
| PGR Progressive Corp. | 0.03% | 345 | $98K | Reduce -23.3% |
| YUM Yum! Brands Inc. | 0.02% | 580 | $91K | No change |
| DES Wisdomtree US Smallcap Divid | 0.02% | 2,840 | $91K | No change |
| BX Blackstone Inc. | 0.02% | 635 | $89K | No change |
| WFC Wells Fargo & Co. | 0.02% | 1,220 | $88K | Reduce -19.5% |
| PSA Public Storage | 0.02% | 290 | $87K | Reduce -1.0% |
| VXUS Vanguard Total Intl Stock | 0.02% | 1,390 | $86K | No change |
| VTR Ventas Inc. | 0.02% | 1,250 | $86K | No change |
| CTVA Corteva Inc. | 0.02% | 1,365 | $86K | Reduce -26.3% |
| XYZ Block Inc. | 0.02% | 1,580 | $86K | Reduce -6.5% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.02% | 920 | $85K | No change |
| DD Dupont DE Nemours Inc. | 0.02% | 1,122 | $84K | Reduce -14.6% |
| MCK McKesson Corp. | 0.02% | 124 | $83K | Reduce -19.5% |
| CRM Salesforce Inc. | 0.02% | 310 | $83K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.02% | 650 | $83K | No change |
| FBIN Fortune Brands Innovations I | 0.02% | 1,335 | $81K | Reduce -10.4% |
| NUE Nucor Corp. | 0.02% | 675 | $81K | No change |
| MPC Marathon Petroleum Corp. | 0.02% | 539 | $79K | Reduce -21.8% |
| GDX Vaneck Gold Miners ETF | 0.02% | 1,701 | $78K | Reduce -8.2% |
| AKAM Akamai Technologies Inc. | 0.02% | 969 | $78K | Reduce -30.0% |
| BSCW Invesco Bulletshares 2032 CB | 0.02% | 3,800 | $77K | Add +192.3% |
| SFM Sprouts Farmers Market Inc. | 0.02% | 490 | $75K | Reduce -5.8% |
| IBMO iShares Ibonds Dec 2026 Term | 0.02% | 2,905 | $74K | Reduce -20.5% |
| VYM Vanguard High DVD Yield ETF | 0.02% | 562 | $72K | No change |
| LIN Linde PLC | 0.02% | 154 | $72K | Reduce -20.6% |
| ICF iShares Select U.S. REIT ETF | 0.02% | 1,150 | $71K | No change |
| GEHC GE Healthcare Technology | 0.02% | 864 | $70K | No change |
| OKE Oneok Inc. | 0.02% | 700 | $69K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.02% | 795 | $68K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.02% | 811 | $67K | No change |
| NVG Nuveen Amt-FR Muni CRDT | 0.02% | 5,345 | $66K | No change |
| DLN Wisdomtree US Largecap Divid | 0.02% | 810 | $64K | No change |
| O Realty Income Corp. | 0.02% | 1,100 | $64K | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.02% | 535 | $63K | No change |
| TGT Target Corp. | 0.02% | 600 | $63K | Reduce -31.4% |
| KMB Kimberly-Clark Corp. | 0.02% | 440 | $63K | Reduce -40.1% |
| TPLC Timothy PLN US LRG/Mid Cap | 0.02% | 1,460 | $62K | No change |
| MDLZ Mondelez International Inc. Class A | 0.02% | 907 | $62K | Reduce -24.5% |
| LVHI Franklin International Low V | 0.02% | 1,900 | $62K | New |
| XLI SS Industrial Select Sector | 0.02% | 463 | $61K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.02% | 512 | $60K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.02% | 765 | $60K | No change |
| ALLE Allegion PLC | 0.02% | 448 | $58K | Reduce -35.6% |
| ATO Atmos Energy Corp. | 0.02% | 375 | $58K | New |
| DPZ Domino's Pizza Inc. | 0.01% | 125 | $57K | No change |
| FCX Freeport-McMoran Inc. | 0.01% | 1,505 | $57K | Reduce -1.6% |
| VLO Valero Energy Corp. | 0.01% | 430 | $57K | No change |
| TPHD Timothy Plan High DVD STCK | 0.01% | 1,500 | $56K | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.01% | 711 | $56K | Add +17.3% |
| IBIT iShares Bitcoin Trust ETF | 0.01% | 1,182 | $55K | Add +329.8% |
| DTE DTE Energy Company | 0.01% | 400 | $55K | New |
| DSI iShares ESG MSCI KLD 400 ETF | 0.01% | 510 | $52K | No change |
| PDO PIMCO Dynamic Income Opport | 0.01% | 3,725 | $52K | No change |
| SBUX Starbucks Corp. | 0.01% | 525 | $51K | Reduce -13.2% |
| UTG Reaves Utility Income Fund | 0.01% | 1,560 | $51K | No change |
| COF Capital One Financial Corp. | 0.01% | 278 | $50K | No change |
| PTY PIMCO Corporate & Income Opp | 0.01% | 3,425 | $50K | No change |
| IP International Paper Co. | 0.01% | 920 | $49K | No change |
| AOS Smith (a.o.) Corp. | 0.01% | 731 | $48K | Reduce -24.4% |
| SOFI Sofi Technologies Inc. | 0.01% | 4,000 | $47K | Add +33.3% |
| KNF Knife River Corp. | 0.01% | 505 | $46K | No change |
| VMC Vulcan Materials Co. | 0.01% | 195 | $45K | No change |
| IXUS iShares Core Intl Stock ETF | 0.01% | 651 | $45K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.01% | 500 | $43K | No change |
| FXG First Trust Consumer Staples | 0.01% | 600 | $39K | No change |
| IUSV iShares Core S&P U.S. Value | 0.01% | 423 | $39K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.01% | 443 | $37K | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.01% | 690 | $36K | New |
| DOW Dow Inc. | 0.01% | 1,022 | $36K | Reduce -40.0% |
| VT Vanguard Tot World STK ETF | 0.01% | 300 | $35K | No change |
| SRE Sempra | 0.01% | 480 | $34K | No change |
| TXT Textron Inc. | 0.01% | 473 | $34K | Reduce -10.9% |
| MDU Mdu Resources Group Inc. | 0.01% | 2,020 | $34K | No change |
| A Agilent Technologies Inc. | 0.01% | 285 | $33K | No change |
| HXL Hexcel Corp. | 0.01% | 563 | $31K | No change |
| SKYY First Trust Cloud Computing | 0.01% | 300 | $31K | No change |
| AMT American Tower Corp. | 0.01% | 140 | $30K | Reduce -33.3% |
| ELV Elevance Health Inc. | 0.01% | 70 | $30K | No change |
| PAVE Global X US Infrastructure | 0.01% | 800 | $30K | No change |
| APA Apa Corp. | 0.01% | 1,410 | $30K | Reduce -33.6% |
| NVS Novartis AG-Sponsored ADR | 0.01% | 255 | $28K | No change |
| WELL Welltower Inc. | 0.01% | 182 | $28K | No change |
| AEP American Electric Power | 0.01% | 255 | $28K | New |
| BKNG Booking Holdings Inc. | 0.01% | 6 | $28K | Reduce -45.5% |
| INTC Intel Corp. | 0.01% | 1,200 | $27K | Add +63.3% |
| VDE Vanguard Energy ETF | 0.01% | 210 | $27K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.01% | 214 | $27K | No change |
| BP BP PLC-Spons ADR | 0.01% | 785 | $27K | Reduce -16.2% |
| PLD Prologis Inc. | 0.01% | 236 | $26K | Reduce -27.6% |
| NFLX Netflix Inc. | 0.01% | 28 | $26K | No change |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.01% | 330 | $26K | Reduce -30.5% |
| FTEC Fidelity MSCI Info Tech Indx | 0.01% | 159 | $26K | No change |
| IXC iShares Global Energy ETF | 0.01% | 600 | $25K | No change |
| RIO Rio Tinto PLC-Spon ADR | 0.01% | 420 | $25K | No change |
| IBDX iShares Ibonds Dec 2032 TC | 0.01% | 1,000 | $25K | New |
| IJT iShares S&P Small-Cap 600 GR | 0.01% | 196 | $24K | No change |
| THG Hanover Insurance Group Inc./ | 0.01% | 140 | $24K | No change |
| GIS General Mills Inc. | 0.01% | 400 | $24K | New |
| TM Toyota Motor Corp. -Spon ADR | 0.01% | 135 | $24K | No change |
| FXD First Trust Consumer Discret | 0.01% | 400 | $23K | No change |
| LNG Cheniere Energy Inc. | 0.01% | 100 | $23K | No change |
| ECL Ecolab Inc. | 0.01% | 90 | $23K | No change |
| RRX Regal Rexnord Corp. | 0.01% | 200 | $23K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.01% | 117 | $23K | Reduce -46.1% |
| CFG Citizens Financial Group | 0.01% | 550 | $23K | No change |
| IPG Interpublic Group of Cos Inc. | 0.01% | 811 | $22K | Reduce -42.5% |
| WEC WEC Energy Group Inc. | 0.01% | 200 | $22K | No change |
| AMX America Movil Sab DE CV | 0.01% | 1,515 | $22K | Reduce -29.0% |
| RF Regions Financial Corp. | 0.01% | 981 | $21K | No change |
| JHMM John Hancock Multi Fact Mid | 0.01% | 368 | $21K | No change |
| EXR Extra Space Storage Inc. | 0.01% | 138 | $20K | No change |
| KR Kroger Co. | 0.01% | 300 | $20K | No change |
| NI Nisource Inc. | 0.01% | 500 | $20K | No change |
| SNV Synovus Financial Corp. | 0.01% | 427 | $20K | No change |
| XLY SS Consumer Disc Select Sect | 0.01% | 101 | $20K | No change |
| DTM DT Midstream Inc. | 0.01% | 200 | $19K | New |
| PHYS Sprott Physical Gold Trust | 0.01% | 800 | $19K | No change |
| AZO AutoZone Inc. | 0.01% | 5 | $19K | No change |
| ECG Everus Construction Group | 0.00% | 505 | $19K | New |
| AON Aon PLC Class A | 0.00% | 45 | $18K | No change |
| XBI SS SPDR S&P Biotech ETF | 0.00% | 220 | $18K | Reduce -34.3% |
| CUBE Cubesmart | 0.00% | 415 | $18K | No change |
| NEM Newmont Corp. | 0.00% | 367 | $18K | Add +119.8% |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 0.00% | 340 | $18K | Reduce -20.0% |
| NUBD Nuveen ESG US Aggregate Bond | 0.00% | 780 | $17K | No change |
| GPC Genuine Parts Co. | 0.00% | 145 | $17K | Reduce -48.2% |
| BA The Boeing Co. | 0.00% | 100 | $17K | No change |
| ADSK Autodesk Inc. | 0.00% | 65 | $17K | No change |
| PFE Pfizer Inc. | 0.00% | 671 | $17K | Reduce -40.3% |
| BNDX Vanguard Total Intl Bond ETF | 0.00% | 337 | $16K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.00% | 200 | $16K | No change |
| SHW The Sherwin-Williams Co. | 0.00% | 45 | $16K | No change |
| MBC Masterbrand Inc. | 0.00% | 1,200 | $16K | No change |
| VPU Vanguard Utilities ETF | 0.00% | 90 | $15K | No change |
| CMI Cummins Inc. | 0.00% | 48 | $15K | No change |
| WTRG Essential Utilities Inc. | 0.00% | 375 | $15K | No change |
| XYL Xylem Inc. | 0.00% | 124 | $15K | No change |
| ULTA Ulta Beauty Inc. | 0.00% | 40 | $15K | Reduce -50.0% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.00% | 50 | $14K | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.00% | 125 | $14K | No change |
| ADI Analog Devices Inc. | 0.00% | 70 | $14K | No change |
| IEMG iShares Core MSCI Emerging | 0.00% | 260 | $14K | No change |
| IBTM iShares Ibnds Dec 2032 TT | 0.00% | 600 | $14K | New |
| HSIC Henry Schein Inc. | 0.00% | 200 | $14K | No change |
| SU Suncor Energy Inc. | 0.00% | 350 | $14K | No change |
| FDX FedEx Corp. | 0.00% | 55 | $13K | Reduce -26.7% |
| PYPL PayPal Holdings Inc. | 0.00% | 205 | $13K | No change |
| TTE Totalenergies SE -Spon ADR | 0.00% | 200 | $13K | New |
| XLRE SS Real Estate Select Sector | 0.00% | 300 | $13K | No change |
| FNCL Fidelity MSCI Financial Indx | 0.00% | 169 | $12K | No change |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 0.00% | 1,155 | $12K | No change |
| IBTF iShares Ibonds Dec 2025 Term | 0.00% | 495 | $12K | No change |
| VALE Vale SA-SP ADR | 0.00% | 1,155 | $12K | No change |
| FCOM Fidelity MSCI Comm Serv Indx | 0.00% | 204 | $11K | No change |
| DVA Davita Inc. | 0.00% | 75 | $11K | No change |
| FHLC Fidelity MSCI Health Care | 0.00% | 165 | $11K | No change |
| AIG American International Group | 0.00% | 125 | $11K | No change |
| FLRN SS SPDR BB Ig Float RT ETF | 0.00% | 350 | $11K | No change |
| YELP Yelp Inc. | 0.00% | 290 | $11K | Reduce -66.3% |
| BTT BlackRock 2030 Muni TRGT TRM | 0.00% | 500 | $11K | No change |
| TDTT NT Iboxx 3Y Dur Tips ETF | 0.00% | 435 | $11K | No change |
| ISTB iShares Core 1-5 Year Usd Bo | 0.00% | 209 | $10K | Add +23.7% |
| IHAK iShares Cybersecurity & Tech | 0.00% | 200 | $9K | No change |
| SPOK Spok Holdings Inc. filed as SPOK HLDGS INC | 0.00% | 570 | $9K | No change |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.00% | 99 | $9K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.00% | 94 | $9K | No change |
| BAX Baxter International Inc. | 0.00% | 230 | $8K | No change |
| VLTO Veralto Corp. | 0.00% | 76 | $7K | Reduce -3.8% |
| FIDU Fidelity MSCI Indust Indx | 0.00% | 108 | $7K | No change |
| FENY Fidelity MSCI Energy Index | 0.00% | 279 | $7K | No change |
| FDIS Fidelity MSCI Cons Discr Ind | 0.00% | 84 | $7K | No change |
| TEL Te Connectivity PLC | 0.00% | 50 | $7K | No change |
| CLF Cleveland-Cliffs Inc. | 0.00% | 857 | $7K | Reduce -40.9% |
| SMCI Super Micro Computer Inc. | 0.00% | 200 | $7K | New |
| ARKK ARK Innovation ETF | 0.00% | 140 | $7K | No change |
| SWK Stanley Black & Decker Inc. | 0.00% | 85 | $7K | No change |
| SWKS Skyworks Solutions Inc. | 0.00% | 100 | $6K | Reduce -9.1% |
| JNK SS SPDR BB High Yield Bond | 0.00% | 66 | $6K | No change |
| PLNT Planet Fitness Inc. Class A | 0.00% | 61 | $6K | No change |
| ALE Allete Inc. | 0.00% | 87 | $6K | No change |
| ETR Entergy Corp. | 0.00% | 66 | $6K | No change |
| SIRI Sirius XM Holdings Inc. | 0.00% | 250 | $6K | No change |
| ED Consolidated Edison Inc. | 0.00% | 50 | $6K | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.00% | 45 | $5K | No change |
| SHEL Shell PLC-ADR | 0.00% | 70 | $5K | No change |
| TIP iShares Tips Bond ETF | 0.00% | 46 | $5K | No change |
| VCR Vanguard Consumer Discre ETF | 0.00% | 15 | $5K | No change |
| PII Polaris Inc. | 0.00% | 97 | $4K | Reduce -5.8% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.00% | 25 | $4K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 378 | $4K | No change |
| AMPY Amplify Energy Corp. | 0.00% | 1,000 | $4K | No change |
| PARAA Paramount Global Class B | 0.00% | 300 | $4K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.00% | 7 | $3K | No change |
| GERN Geron Corp. | 0.00% | 2,000 | $3K | No change |
| IBMN iShares Ibonds Dec 2025 Term | 0.00% | 110 | $3K | No change |
| ICVT iShares Convertible Bond ETF | 0.00% | 33 | $3K | No change |
| FLBL Franklin Senior Loan ETF | 0.00% | 111 | $3K | No change |
| PFF iShares Preferred & Income S | 0.00% | 86 | $3K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.00% | 15 | $2K | No change |
| VTIP Vanguard Short-Term Tips | 0.00% | 45 | $2K | No change |
| NKE Nike Inc. Class B | 0.00% | 35 | $2K | No change |
| OKLO Oklo Inc. | 0.00% | 100 | $2K | New |
| MAR Marriott International Class A | 0.00% | 7 | $2K | No change |
| DON Wisdomtree US Midcap Dividen | 0.00% | 30 | $1K | No change |
| FTV Fortive Corp. | 0.00% | 20 | $1K | No change |
| DJT Trump Media & Technology Gro | 0.00% | 70 | $1K | No change |
| FANG Diamondback Energy Inc. | 0.00% | 7 | $1K | No change |
| IYR iShares US Real Estate ETF | 0.00% | 10 | $958 | No change |
| HOG Harley-Davidson Inc. | 0.00% | 35 | $884 | Reduce -83.5% |
| JCI Johnson Controls Internation | 0.00% | 7 | $561 | No change |
| HE Hawaiian Electric Inds | 0.00% | 50 | $548 | No change |
| WAB Wabtec Corp. | 0.00% | 3 | $544 | New |
| OGN Organon & Co. | 0.00% | 33 | $491 | New |
| CLNE Clean Energy Fuels Corp. | 0.00% | 187 | $290 | No change |
| GM General Motors Co. | 0.00% | 6 | $282 | No change |
| UL Unilever PLC | 0.00% | 4 | $238 | No change |
| EMBC Embecta Corp. | 0.00% | 1 | $13 | No change |