| MSFT Microsoft Corp. | 4.06% | 32,818 | $16.3M | Reduce -5.3% |
| AAPL Apple Inc. | 3.77% | 73,844 | $15.2M | Reduce -5.3% |
| GLD SPDR Gold Shares | 3.66% | 48,295 | $14.7M | Reduce -0.7% |
| IVV iShares Core S&P 500 ETF | 3.29% | 21,297 | $13.2M | Reduce -1.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.80% | 40,253 | $11.3M | Reduce -3.0% |
| VOO Vanguard S&P 500 ETF | 2.17% | 15,379 | $8.7M | Add +10.4% |
| GVI iShares Intermediate Governm | 2.09% | 78,769 | $8.4M | Add +8.7% |
| NVDA Nvidia Corp. | 2.04% | 51,822 | $8.2M | Reduce -0.4% |
| JPM JPMorgan Chase & Co. | 1.99% | 27,625 | $8.0M | Reduce -4.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.95% | 12,721 | $7.9M | Add +1.8% |
| GOOGL Alphabet Inc. Class A | 1.88% | 42,942 | $7.6M | Reduce -11.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.86% | 15,409 | $7.5M | Reduce -3.1% |
| AMZN Amazon.com Inc. | 1.73% | 31,611 | $6.9M | Reduce -4.4% |
| SYK Stryker Corp. | 1.54% | 15,643 | $6.2M | Reduce -3.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.52% | 49,372 | $6.1M | Reduce -5.4% |
| VGT Vanguard Info Tech ETF | 1.48% | 8,997 | $6.0M | Reduce -6.9% |
| VEA Vanguard Ftse Developed ETF | 1.44% | 101,749 | $5.8M | Add +2.1% |
| COST Costco Wholesale Corp. | 1.42% | 5,758 | $5.7M | Reduce -5.2% |
| JPST JPMorgan Ultra-Short Income | 1.38% | 109,309 | $5.5M | Reduce -6.6% |
| MDY State Street SPDR S&P Midcap | 1.28% | 9,096 | $5.2M | Reduce -0.1% |
| ADP Automatic Data Processing | 1.14% | 14,881 | $4.6M | Add +23.5% |
| ORLY O'reilly Automotive Inc. | 1.14% | 50,815 | $4.6M | Reduce -6.3% |
| VIOG Vanguard S&P SM Cap 600 GRW | 1.06% | 37,346 | $4.3M | Reduce -0.1% |
| WMT Walmart Inc. | 1.05% | 43,168 | $4.2M | Reduce -5.2% |
| VWO Vanguard Ftse Emerging Marke | 1.01% | 82,167 | $4.1M | Reduce -2.0% |
| CASY Casey's General Stores Inc. | 1.01% | 7,963 | $4.1M | Reduce -1.7% |
| XOM Exxon Mobil Corp. | 0.94% | 34,884 | $3.8M | Reduce -0.2% |
| UPS United Parcel Service Class B | 0.87% | 34,592 | $3.5M | Add +0.1% |
| ICE Intercontinental Exchange Inc. | 0.86% | 18,764 | $3.4M | Reduce -5.5% |
| CAH Cardinal Health Inc. | 0.84% | 20,008 | $3.4M | Reduce -16.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.79% | 10,714 | $3.2M | Add +12.7% |
| AFL Aflac Inc. | 0.78% | 29,772 | $3.1M | Reduce -1.3% |
| PG The Procter & Gamble Co. | 0.77% | 19,516 | $3.1M | Reduce -7.0% |
| LOW Lowe's Cos Inc. | 0.77% | 13,978 | $3.1M | Reduce -5.4% |
| SCHI Schwab 5-10 Year Corporate B | 0.77% | 136,172 | $3.1M | Add +13.7% |
| IJH iShares Core S&P Midcap ETF | 0.76% | 49,154 | $3.0M | Add +1.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.75% | 44,819 | $3.0M | Reduce -6.0% |
| LYV Live Nation Entertainment Inc. | 0.74% | 19,750 | $3.0M | Add +3.2% |
| JLL Jones Lang Lasalle Inc. | 0.74% | 11,624 | $3.0M | Add +1.2% |
| ETN Eaton Corp. PLC | 0.74% | 8,289 | $3.0M | Add +9.9% |
| META Meta Platforms Inc. Class A | 0.71% | 3,880 | $2.9M | Add +12.6% |
| AXP American Express Co. | 0.71% | 8,928 | $2.8M | Add +2.3% |
| CEG Constellation Energy | 0.70% | 8,741 | $2.8M | Reduce -3.3% |
| GE General Electric filed as GE AEROSPACE | 0.69% | 10,777 | $2.8M | Add +20.3% |
| ABBV Abbvie Inc. | 0.69% | 14,907 | $2.8M | Reduce -5.4% |
| PLTR Palantir Technologies Inc. Class A | 0.67% | 19,842 | $2.7M | Add +11.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.65% | 54,887 | $2.6M | Reduce -38.4% |
| RL Ralph Lauren Corp. | 0.64% | 9,442 | $2.6M | Reduce -1.1% |
| TT Trane Technologies PLC | 0.64% | 5,881 | $2.6M | Add +8.0% |
| GOOG Alphabet Inc. Class C | 0.64% | 14,403 | $2.6M | Reduce -3.8% |
| URI United Rentals Inc. | 0.62% | 3,297 | $2.5M | Reduce -4.5% |
| INGR Ingredion Inc. | 0.61% | 18,060 | $2.4M | Add +6.0% |
| PHG Koninklijke Philips NVR- NY | 0.60% | 101,095 | $2.4M | Reduce -1.3% |
| QQQM Invesco Nasdaq 100 ETF | 0.59% | 10,485 | $2.4M | Reduce -5.0% |
| ORCL Oracle Corp. | 0.59% | 10,806 | $2.4M | Reduce -48.6% |
| MTG Mgic Investment Corp. | 0.57% | 82,899 | $2.3M | Reduce -2.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.54% | 3 | $2.2M | No change |
| EFA iShares MSCI Eafe ETF | 0.53% | 23,968 | $2.1M | Reduce -2.3% |
| AVGO Broadcom Inc. | 0.53% | 7,753 | $2.1M | Add +17.1% |
| XLE SS Energy Select Sector | 0.53% | 25,173 | $2.1M | Add +24.9% |
| BSX Boston Scientific Corp. | 0.53% | 19,724 | $2.1M | Add +552.0% |
| JNJ Johnson & Johnson | 0.53% | 13,840 | $2.1M | Reduce -5.5% |
| DFIV Dimensional International Va | 0.48% | 45,026 | $1.9M | New |
| ARCC Ares Capital Corp. | 0.46% | 83,457 | $1.8M | Add +2.6% |
| RJF Raymond James Financial Inc. | 0.44% | 11,504 | $1.8M | Add +6.2% |
| CVX Chevron Corp. | 0.43% | 12,047 | $1.7M | Reduce -3.6% |
| WM Waste Management Inc. | 0.43% | 7,472 | $1.7M | Reduce -4.3% |
| FN Fabrinet | 0.42% | 5,789 | $1.7M | Add +3.0% |
| CTAS Cintas Corp. | 0.42% | 7,595 | $1.7M | Add +173.8% |
| XLK SS Technology Select Sector | 0.40% | 6,410 | $1.6M | Reduce -0.7% |
| MCD McDonald's Corp. | 0.40% | 5,489 | $1.6M | No change |
| KBH KB Home | 0.40% | 30,032 | $1.6M | Reduce -10.9% |
| AMD Advanced Micro Devices | 0.40% | 11,210 | $1.6M | Reduce -1.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.39% | 22,570 | $1.6M | Add +39.8% |
| HD Home Depot Inc. | 0.38% | 4,202 | $1.5M | Reduce -1.4% |
| NOW ServiceNow Inc. | 0.38% | 1,494 | $1.5M | Add +6.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.37% | 3,393 | $1.5M | No change |
| NTAP Netapp Inc. | 0.36% | 13,666 | $1.5M | Reduce -8.9% |
| AMAT Applied Materials Inc. | 0.34% | 7,480 | $1.4M | Add +1.7% |
| ADBE Adobe Inc. | 0.33% | 3,468 | $1.3M | Reduce -7.7% |
| V Visa Inc. Class A | 0.33% | 3,744 | $1.3M | Reduce -0.3% |
| PM Philip Morris International | 0.32% | 7,125 | $1.3M | No change |
| CSCO Cisco Systems Inc. | 0.31% | 18,057 | $1.3M | Reduce -6.4% |
| RTX RTX Corp. | 0.29% | 8,083 | $1.2M | Add +6.8% |
| ABT Abbott Laboratories | 0.29% | 8,623 | $1.2M | No change |
| IWF iShares Russell 1000 Growth | 0.28% | 2,629 | $1.1M | Reduce -17.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.26% | 1,290 | $1.0M | Add +9.2% |
| ITW Illinois Tool Works | 0.26% | 4,173 | $1.0M | Reduce -9.7% |
| VOOG Vanguard S&P 500 Growth ETF | 0.25% | 2,578 | $1.0M | Add +40.0% |
| PEP Pepsico Inc. | 0.25% | 7,602 | $1.0M | Reduce -25.4% |
| SF Stifel Financial Corp. | 0.25% | 9,639 | $1.0M | Add +1.1% |
| DXCM Dexcom Inc. | 0.25% | 11,289 | $985K | Reduce -2.6% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.24% | 46,490 | $978K | Add +17.0% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.24% | 44,240 | $972K | Add +11.6% |
| IBDU iShares Ibonds Dec 2029 Term | 0.23% | 39,840 | $929K | Add +19.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.23% | 3,031 | $921K | Reduce -0.6% |
| TXN Texas Instruments Inc. | 0.23% | 4,386 | $911K | No change |
| IWM iShares Russell 2000 ETF | 0.22% | 4,155 | $897K | No change |
| CME Cme Group Inc. | 0.22% | 3,177 | $876K | No change |
| IVW iShares S&P 500 Growth ETF | 0.22% | 7,867 | $866K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.21% | 15,000 | $853K | No change |
| DHR Danaher Corp. | 0.21% | 4,265 | $843K | Reduce -10.5% |
| SCHD Schwab US DVD Equity ETF | 0.21% | 31,280 | $829K | Add +2.3% |
| KO The Coca-Cola Co. | 0.20% | 11,545 | $817K | No change |
| BND Vanguard Total Bond Market | 0.19% | 10,493 | $773K | Add +197.8% |
| MRK Merck & Co. Inc. | 0.19% | 9,698 | $768K | Reduce -12.8% |
| CCJ Cameco Corp. | 0.19% | 10,260 | $762K | Reduce -74.7% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.19% | 31,375 | $761K | Add +0.5% |
| SUSA iShares ESG Optimized MSCI U | 0.19% | 5,990 | $759K | No change |
| MS Morgan Stanley | 0.19% | 5,368 | $756K | Reduce -8.7% |
| SPGP Invesco S&P 500 Garp ETF | 0.18% | 6,895 | $743K | Reduce -12.7% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.18% | 2,300 | $736K | Reduce -8.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.18% | 3,082 | $730K | Reduce -12.5% |
| TRV The Travelers Cos Inc. | 0.18% | 2,719 | $727K | Reduce -3.9% |
| DUK Duke Energy Corp. | 0.18% | 6,035 | $712K | Add +2.4% |
| EEM iShares MSCI Emerging Market | 0.17% | 13,903 | $671K | No change |
| LECO Lincoln Electric Holdings | 0.17% | 3,226 | $669K | Reduce -12.7% |
| QCOM Qualcomm Inc. | 0.16% | 4,045 | $644K | No change |
| CL Colgate-Palmolive Co. | 0.15% | 6,717 | $611K | Reduce -6.9% |
| VZ Verizon Communications Inc. | 0.15% | 14,010 | $606K | Reduce -14.7% |
| GLW Corning Inc. | 0.15% | 11,376 | $598K | Reduce -3.3% |
| XLB SS Materials Select Sector | 0.15% | 6,741 | $592K | Reduce -19.6% |
| BIV Vanguard Intermediate-Term B | 0.14% | 7,369 | $570K | Add +7.1% |
| CI The Cigna Group | 0.14% | 1,713 | $566K | Reduce -18.9% |
| LLY Eli Lilly & Co. | 0.14% | 711 | $554K | Reduce -1.4% |
| MU Micron Technology Inc. | 0.14% | 4,458 | $549K | Reduce -8.5% |
| MCHP Microchip Technology Inc. | 0.13% | 7,710 | $543K | No change |
| GEV GE Vernova Inc. | 0.13% | 1,021 | $540K | Add +53.3% |
| AVIG Avantis Core Fixed Income | 0.13% | 12,450 | $518K | New |
| TMO Thermo Fisher Scientific Inc. | 0.13% | 1,259 | $510K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.13% | 6,321 | $503K | Add +0.3% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.12% | 478 | $497K | No change |
| BLK BlackRock Inc. | 0.12% | 464 | $487K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.12% | 2,720 | $481K | Add +1.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.12% | 921 | $469K | Add +8.2% |
| DVY iShares Select Dividend ETF | 0.12% | 3,500 | $465K | No change |
| CB Chubb Ltd. | 0.11% | 1,577 | $457K | No change |
| SO The Southern Co. | 0.11% | 4,932 | $453K | Add +49.8% |
| NEE Nextera Energy Inc. | 0.11% | 6,512 | $452K | No change |
| UNP Union Pacific Corp. | 0.11% | 1,956 | $450K | Reduce -9.3% |
| HON Honeywell International Inc. | 0.11% | 1,912 | $445K | Reduce -12.2% |
| COP Conocophillips | 0.11% | 4,923 | $442K | Reduce -14.4% |
| LMT Lockheed Martin Corp. | 0.11% | 943 | $437K | Add +11.9% |
| ALL Allstate Corp. | 0.10% | 2,095 | $422K | No change |
| GD General Dynamics Corp. | 0.10% | 1,386 | $404K | Reduce -2.0% |
| EPD Enterprise Products Partners | 0.10% | 12,825 | $398K | No change |
| AMGN Amgen Inc. | 0.10% | 1,391 | $388K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.09% | 2,100 | $382K | No change |
| NSC Norfolk Southern Corp. | 0.09% | 1,490 | $381K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.09% | 677 | $373K | No change |
| IJR iShares Core S&P Small-Cap E | 0.09% | 3,388 | $370K | Reduce -9.1% |
| WMB Williams Cos Inc. | 0.09% | 5,714 | $359K | Reduce -0.4% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.09% | 13,900 | $353K | Add +15.8% |
| HIG Hartford Insurance Group Inc. | 0.09% | 2,743 | $348K | No change |
| IVE iShares S&P 500 Value ETF | 0.09% | 1,750 | $342K | No change |
| XLG Invesco S&P 500 Top 50 ETF | 0.08% | 6,320 | $329K | No change |
| BMY Bristol-Myers Squibb Co. | 0.08% | 7,042 | $326K | Reduce -3.5% |
| MRSH Marsh & McLennan Cos | 0.08% | 1,435 | $314K | No change |
| EXC Exelon Corp. | 0.07% | 6,923 | $301K | Reduce -9.2% |
| IGM iShares Expanded Tech Sector | 0.07% | 2,580 | $290K | No change |
| CTSH Cognizant Tech Solutions-A | 0.07% | 3,478 | $271K | Reduce -13.3% |
| MA Mastercard Inc. Class A | 0.07% | 480 | $270K | Add +4.3% |
| T AT&T Inc. | 0.07% | 9,239 | $267K | Add +2.5% |
| IBB iShares Biotechnology ETF | 0.06% | 2,064 | $261K | Reduce -18.2% |
| PNR Pentair PLC | 0.06% | 2,540 | $261K | No change |
| IBDQ iShares Ibonds Dec 2025 Term | 0.06% | 10,355 | $261K | No change |
| CHKP Check Point Software Tech | 0.06% | 1,174 | $260K | No change |
| XLV SS Health Care Select Sector | 0.06% | 1,920 | $259K | Reduce -9.2% |
| GGAL Grupo Financiero Galicia-ADR | 0.06% | 4,825 | $243K | Reduce -75.5% |
| HCA HCA Healthcare Inc. | 0.06% | 625 | $239K | No change |
| PRU Prudential Financial Inc. | 0.06% | 2,215 | $238K | No change |
| PAYX Paychex Inc. | 0.06% | 1,630 | $237K | No change |
| FALN iShares Fallen Angels ETF | 0.06% | 8,734 | $237K | Reduce -21.6% |
| IBDR iShares Ibonds Dec 2026 Term | 0.06% | 9,755 | $237K | No change |
| D Dominion Energy Inc. | 0.06% | 3,920 | $222K | Reduce -12.3% |
| TD Toronto-Dominion Bank | 0.05% | 2,996 | $220K | No change |
| AMG Affiliated Managers Group | 0.05% | 1,104 | $217K | No change |
| EMR Emerson Electric Co. | 0.05% | 1,623 | $216K | No change |
| FDN First Trust DJ Internet Ind | 0.05% | 790 | $213K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.05% | 745 | $212K | No change |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.05% | 4,821 | $211K | No change |
| BDX Becton Dickinson and Co. | 0.05% | 1,214 | $209K | Reduce -34.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 1,658 | $206K | Reduce -20.0% |
| MKC McCormick & Co.-Non VTG SHRS | 0.05% | 2,700 | $205K | No change |
| CLX Clorox Company | 0.05% | 1,695 | $204K | Reduce -1.6% |
| PSX Phillips 66 | 0.05% | 1,672 | $199K | Reduce -4.6% |
| BKR Baker Hughes Co. | 0.05% | 5,154 | $198K | No change |
| XLC SS Comm Select Sector SPDR | 0.05% | 1,811 | $197K | Reduce -30.1% |
| SPGI S&P Global Inc. | 0.05% | 365 | $192K | No change |
| GS Goldman Sachs Group Inc. | 0.05% | 270 | $191K | Add +11.1% |
| MELI MercadoLibre Inc. | 0.05% | 73 | $191K | No change |
| TSLA Tesla Inc. | 0.05% | 588 | $187K | Add +37.4% |
| OC Owens Corning | 0.05% | 1,353 | $186K | Reduce -89.0% |
| NVT Nvent Electric PLC | 0.05% | 2,540 | $186K | No change |
| XSD SS SPDR S&P Semiconductor | 0.05% | 722 | $185K | Reduce -28.2% |
| IR Ingersoll-Rand Inc. | 0.05% | 2,211 | $184K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.05% | 1,661 | $182K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.04% | 1,320 | $179K | Reduce -13.2% |
| IBDX iShares Ibonds Dec 2032 TC | 0.04% | 7,030 | $178K | Add +603.0% |
| MDT Medtronic PLC | 0.04% | 1,987 | $173K | No change |
| ACWI iShares MSCI Acwi ETF | 0.04% | 1,339 | $172K | No change |
| CMCSA Comcast Corp. Class A | 0.04% | 4,625 | $165K | Reduce -10.4% |
| AGG iShares Core U.S. Aggregate | 0.04% | 1,655 | $164K | No change |
| DCI Donaldson Co. Inc. | 0.04% | 2,366 | $164K | Reduce -81.2% |
| MFC Manulife Financial Corp. | 0.04% | 5,123 | $164K | No change |
| HBAN Huntington Bancshares Inc. | 0.04% | 9,505 | $159K | No change |
| ET Energy Transfer LP | 0.04% | 8,728 | $158K | No change |
| MO Altria Group Inc. | 0.04% | 2,695 | $158K | Add +8.0% |
| OTIS Otis Worldwide Corp. | 0.04% | 1,590 | $157K | Add +1.6% |
| GILD Gilead Sciences Inc. | 0.04% | 1,400 | $155K | No change |
| PWR Quanta Services Inc. | 0.04% | 400 | $151K | No change |
| SHOP Shopify Inc. Class A | 0.04% | 1,300 | $150K | No change |
| CARR Carrier Global Corp. | 0.04% | 2,040 | $149K | Add +5.2% |
| BHP BHP Group Ltd.-Spon ADR | 0.04% | 3,000 | $144K | No change |
| SCHM Schwab US Mid Cap ETF | 0.04% | 5,115 | $143K | No change |
| NGG National Grid PLC-SP ADR | 0.04% | 1,914 | $142K | Reduce -12.6% |
| VOOV Vanguard S&P 500 Value ETF | 0.04% | 750 | $142K | No change |
| MET Metlife Inc. | 0.04% | 1,750 | $141K | No change |
| ENB Enbridge Inc. | 0.03% | 3,062 | $139K | Add +7.0% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.03% | 3,000 | $134K | No change |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.03% | 2,055 | $130K | No change |
| CAT Caterpillar Inc. | 0.03% | 333 | $129K | Reduce -22.2% |
| AVDV Avantis Intl S/C Value ETF | 0.03% | 1,578 | $125K | New |
| FISV Fiserv Inc. | 0.03% | 710 | $122K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.03% | 2,161 | $121K | No change |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.03% | 4,770 | $121K | No change |
| AVDE Avantis International Equity | 0.03% | 1,614 | $119K | New |
| SYY Sysco Corp. | 0.03% | 1,520 | $115K | Reduce -0.7% |
| STAG Stag Industrial Inc. | 0.03% | 3,100 | $112K | No change |
| VLO Valero Energy Corp. | 0.03% | 830 | $112K | Add +93.0% |
| XLP SS Consumer Staples Sel Sect | 0.03% | 1,375 | $111K | No change |
| EWJ iShares MSCI Japan ETF | 0.03% | 1,480 | $111K | No change |
| XEL Xcel Energy Inc. | 0.03% | 1,629 | $111K | No change |
| SCHA Schwab US Small-Cap ETF | 0.03% | 4,174 | $106K | New |
| ACN Accenture PLC Class A | 0.03% | 350 | $105K | No change |
| PGX Invesco Preferred ETF | 0.03% | 9,200 | $102K | Reduce -14.8% |
| MSI Motorola Solutions Inc. | 0.03% | 241 | $101K | No change |
| FICO Fair Isaac Corp. | 0.03% | 55 | $101K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.02% | 650 | $98K | No change |
| WFC Wells Fargo & Co. | 0.02% | 1,220 | $98K | No change |
| XYZ Block Inc. | 0.02% | 1,415 | $96K | Reduce -10.4% |
| VXUS Vanguard Total Intl Stock | 0.02% | 1,390 | $96K | No change |
| BX Blackstone Inc. | 0.02% | 635 | $95K | No change |
| GEHC GE Healthcare Technology | 0.02% | 1,264 | $94K | Add +46.3% |
| PGR Progressive Corp. | 0.02% | 345 | $92K | No change |
| MCK McKesson Corp. | 0.02% | 124 | $91K | No change |
| UNH Unitedhealth Group Inc. | 0.02% | 290 | $90K | Reduce -97.1% |
| GDX Vaneck Gold Miners ETF | 0.02% | 1,701 | $89K | No change |
| NUE Nucor Corp. | 0.02% | 675 | $87K | No change |
| YUM Yum! Brands Inc. | 0.02% | 580 | $86K | No change |
| PSA Public Storage | 0.02% | 290 | $85K | No change |
| SFM Sprouts Farmers Market Inc. | 0.02% | 515 | $85K | Add +5.1% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.02% | 795 | $82K | No change |
| VTR Ventas Inc. | 0.02% | 1,250 | $79K | No change |
| BSCW Invesco Bulletshares 2032 CB | 0.02% | 3,800 | $78K | No change |
| SOFI Sofi Technologies Inc. | 0.02% | 4,200 | $76K | Add +5.0% |
| IBMO iShares Ibonds Dec 2026 Term | 0.02% | 2,905 | $74K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.02% | 1,182 | $72K | No change |
| MMM 3M Co. | 0.02% | 472 | $72K | Reduce -34.6% |
| IWP iShares Russell Mid-Cap Grow | 0.02% | 512 | $71K | No change |
| VYM Vanguard High DVD Yield ETF | 0.02% | 532 | $71K | Reduce -5.3% |
| LIN Linde PLC | 0.02% | 150 | $70K | Reduce -2.6% |
| ICF iShares Select U.S. REIT ETF | 0.02% | 1,150 | $70K | No change |
| FBIN Fortune Brands Innovations I | 0.02% | 1,335 | $69K | No change |
| XLI SS Industrial Select Sector | 0.02% | 463 | $68K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.02% | 705 | $68K | Reduce -23.4% |
| CTVA Corteva Inc. | 0.02% | 894 | $67K | Reduce -34.5% |
| DLN Wisdomtree US Largecap Divid | 0.02% | 810 | $67K | No change |
| IPAY Amplify Digital Payments ETF | 0.02% | 1,110 | $67K | Reduce -53.9% |
| TPLC Timothy PLN US LRG/Mid Cap | 0.02% | 1,460 | $66K | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.02% | 811 | $65K | Add +14.1% |
| FCX Freeport-McMoran Inc. | 0.02% | 1,505 | $65K | No change |
| ALLE Allegion PLC | 0.02% | 448 | $65K | No change |
| NVG Nuveen Amt-FR Muni CRDT | 0.02% | 5,345 | $64K | No change |
| APD Air Products & Chemicals Inc. | 0.02% | 226 | $64K | Reduce -32.7% |
| O Realty Income Corp. | 0.02% | 1,100 | $63K | No change |
| CRM Salesforce Inc. | 0.02% | 230 | $63K | Reduce -25.8% |
| LVHI Franklin International Low V | 0.02% | 1,900 | $62K | No change |
| MDLZ Mondelez International Inc. Class A | 0.02% | 907 | $61K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.02% | 736 | $61K | Reduce -9.3% |
| BSV Vanguard Short-Term Bond ETF | 0.01% | 765 | $60K | No change |
| AKAM Akamai Technologies Inc. | 0.01% | 754 | $60K | Reduce -22.2% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.01% | 510 | $59K | No change |
| COF Capital One Financial Corp. | 0.01% | 278 | $59K | No change |
| SCHF Schwab Intl Equity ETF | 0.01% | 2,640 | $58K | New |
| ATO Atmos Energy Corp. | 0.01% | 375 | $58K | No change |
| OKE Oneok Inc. | 0.01% | 700 | $57K | No change |
| IP International Paper Co. | 0.01% | 1,220 | $57K | Add +32.6% |
| TPHD Timothy Plan High DVD STCK | 0.01% | 1,500 | $57K | No change |
| UTG Reaves Utility Income Fund | 0.01% | 1,560 | $56K | No change |
| DPZ Domino's Pizza Inc. | 0.01% | 125 | $56K | No change |
| USB US Bancorp | 0.01% | 1,213 | $55K | Reduce -51.9% |
| DTE DTE Energy Company | 0.01% | 400 | $53K | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.01% | 535 | $53K | No change |
| KMB Kimberly-Clark Corp. | 0.01% | 400 | $52K | Reduce -9.1% |
| VMC Vulcan Materials Co. | 0.01% | 195 | $51K | No change |
| IXUS iShares Core Intl Stock ETF | 0.01% | 651 | $50K | No change |
| PDO PIMCO Dynamic Income Opport | 0.01% | 3,725 | $50K | No change |
| MPC Marathon Petroleum Corp. | 0.01% | 300 | $50K | Reduce -44.3% |
| DES Wisdomtree US Smallcap Divid | 0.01% | 1,540 | $49K | Reduce -45.8% |
| PTY PIMCO Corporate & Income Opp | 0.01% | 3,425 | $48K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.01% | 500 | $46K | No change |
| KNF Knife River Corp. | 0.01% | 505 | $41K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.01% | 443 | $40K | No change |
| IUSV iShares Core S&P U.S. Value | 0.01% | 423 | $40K | No change |
| DD Dupont DE Nemours Inc. | 0.01% | 572 | $39K | Reduce -49.0% |
| VT Vanguard Tot World STK ETF | 0.01% | 300 | $39K | No change |
| TXT Textron Inc. | 0.01% | 473 | $38K | No change |
| SKYY First Trust Cloud Computing | 0.01% | 300 | $36K | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.01% | 690 | $36K | No change |
| SRE Sempra | 0.01% | 480 | $36K | No change |
| PAVE Global X US Infrastructure | 0.01% | 800 | $35K | No change |
| BKNG Booking Holdings Inc. | 0.01% | 6 | $35K | No change |
| MDU Mdu Resources Group Inc. | 0.01% | 2,020 | $34K | No change |
| A Agilent Technologies Inc. | 0.01% | 285 | $34K | No change |
| SBUX Starbucks Corp. | 0.01% | 357 | $33K | Reduce -32.0% |
| ECG Everus Construction Group | 0.01% | 505 | $32K | No change |
| HXL Hexcel Corp. | 0.01% | 563 | $32K | No change |
| FTEC Fidelity MSCI Info Tech Indx | 0.01% | 159 | $31K | No change |
| AMT American Tower Corp. | 0.01% | 140 | $31K | No change |
| NVS Novartis AG-Sponsored ADR | 0.01% | 255 | $31K | No change |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.01% | 330 | $30K | No change |
| RRX Regal Rexnord Corp. | 0.01% | 200 | $29K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.01% | 214 | $28K | No change |
| WELL Welltower Inc. | 0.01% | 182 | $28K | No change |
| ELV Elevance Health Inc. | 0.01% | 70 | $27K | No change |
| AOS Smith (a.o.) Corp. | 0.01% | 411 | $27K | Reduce -43.8% |
| INTC Intel Corp. | 0.01% | 1,200 | $27K | No change |
| AEP American Electric Power | 0.01% | 255 | $26K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.01% | 196 | $26K | No change |
| VDE Vanguard Energy ETF | 0.01% | 210 | $25K | No change |
| PLD Prologis Inc. | 0.01% | 236 | $25K | No change |
| CFG Citizens Financial Group | 0.01% | 550 | $25K | No change |
| RIO Rio Tinto PLC-Spon ADR | 0.01% | 420 | $24K | No change |
| LNG Cheniere Energy Inc. | 0.01% | 100 | $24K | No change |
| ECL Ecolab Inc. | 0.01% | 90 | $24K | No change |
| NFLX Netflix Inc. | 0.01% | 18 | $24K | Reduce -35.7% |
| VIG Vanguard Dividend Apprec ETF | 0.01% | 117 | $24K | No change |
| AVEM Avantis Emerging Markets Eq | 0.01% | 348 | $24K | New |
| THG Hanover Insurance Group Inc./ | 0.01% | 140 | $24K | No change |
| QUS SS SPDR MSCI U Stratfact ETF | 0.01% | 145 | $24K | Add +480.0% |
| IXC iShares Global Energy ETF | 0.01% | 600 | $24K | No change |
| BP BP PLC-Spons ADR | 0.01% | 785 | $23K | No change |
| TM Toyota Motor Corp. -Spon ADR | 0.01% | 135 | $23K | No change |
| RF Regions Financial Corp. | 0.01% | 981 | $23K | No change |
| AVES Avantis Emerging Markets Val | 0.01% | 424 | $23K | New |
| JHMM John Hancock Multi Fact Mid | 0.01% | 368 | $22K | No change |
| KTOS Kratos Defense & Security | 0.01% | 478 | $22K | New |
| SNV Synovus Financial Corp. | 0.01% | 427 | $22K | No change |
| DTM DT Midstream Inc. | 0.01% | 200 | $22K | No change |
| XLY SS Consumer Disc Select Sect | 0.01% | 101 | $22K | No change |
| NEM Newmont Corp. | 0.01% | 367 | $21K | No change |
| BA The Boeing Co. | 0.01% | 100 | $21K | No change |
| WEC WEC Energy Group Inc. | 0.01% | 200 | $21K | No change |
| AMX America Movil Sab DE CV | 0.01% | 1,150 | $21K | Reduce -24.1% |
| EXR Extra Space Storage Inc. | 0.01% | 138 | $20K | No change |
| PHYS Sprott Physical Gold Trust | 0.01% | 800 | $20K | No change |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.01% | 50 | $20K | No change |
| NI Nisource Inc. | 0.01% | 500 | $20K | No change |
| ADSK Autodesk Inc. | 0.01% | 65 | $20K | No change |
| AZO AutoZone Inc. | 0.00% | 5 | $19K | No change |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 0.00% | 305 | $18K | Reduce -10.3% |
| CUBE Cubesmart | 0.00% | 415 | $18K | No change |
| NUBD Nuveen ESG US Aggregate Bond | 0.00% | 780 | $17K | No change |
| IPG Interpublic Group of Cos Inc. | 0.00% | 695 | $17K | Reduce -14.3% |
| ADI Analog Devices Inc. | 0.00% | 70 | $17K | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.00% | 330 | $16K | Reduce -2.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.00% | 200 | $16K | No change |
| AON Aon PLC Class A | 0.00% | 45 | $16K | No change |
| XYL Xylem Inc. | 0.00% | 124 | $16K | No change |
| APA Apa Corp. | 0.00% | 875 | $16K | Reduce -37.9% |
| VPU Vanguard Utilities ETF | 0.00% | 90 | $16K | No change |
| CMI Cummins Inc. | 0.00% | 48 | $16K | No change |
| IEMG iShares Core MSCI Emerging | 0.00% | 260 | $16K | No change |
| SHW The Sherwin-Williams Co. | 0.00% | 45 | $15K | No change |
| PYPL PayPal Holdings Inc. | 0.00% | 205 | $15K | No change |
| CMA Comerica Inc. | 0.00% | 250 | $15K | New |
| SMCI Super Micro Computer Inc. | 0.00% | 300 | $15K | Add +50.0% |
| HSIC Henry Schein Inc. | 0.00% | 200 | $15K | No change |
| GPC Genuine Parts Co. | 0.00% | 120 | $15K | Reduce -17.2% |
| WTRG Essential Utilities Inc. | 0.00% | 375 | $14K | No change |
| IBTM iShares Ibnds Dec 2032 TT | 0.00% | 600 | $14K | No change |
| CNP Centerpoint Energy Inc. | 0.00% | 367 | $13K | New |
| FCOM Fidelity MSCI Comm Serv Indx | 0.00% | 204 | $13K | No change |
| SU Suncor Energy Inc. | 0.00% | 350 | $13K | No change |
| HYD Vaneck High Yield Muni ETF | 0.00% | 250 | $13K | New |
| FNCL Fidelity MSCI Financial Indx | 0.00% | 169 | $13K | No change |
| XLRE SS Real Estate Select Sector | 0.00% | 300 | $12K | No change |
| EVRG Evergy Inc. | 0.00% | 179 | $12K | New |
| AB Alliancebernstein Holding LP | 0.00% | 300 | $12K | New |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 0.00% | 1,155 | $12K | No change |
| ULTA Ulta Beauty Inc. | 0.00% | 25 | $12K | Reduce -37.5% |
| XBI SS SPDR S&P Biotech ETF | 0.00% | 140 | $12K | Reduce -36.4% |
| IBTF iShares Ibonds Dec 2025 Term | 0.00% | 495 | $12K | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.00% | 125 | $11K | No change |
| VALE Vale SA-SP ADR | 0.00% | 1,155 | $11K | No change |
| HTGC Hercules Capital Inc. | 0.00% | 600 | $11K | New |
| BTT BlackRock 2030 Muni TRGT TRM | 0.00% | 500 | $11K | No change |
| PFE Pfizer Inc. | 0.00% | 450 | $11K | Reduce -32.9% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.00% | 350 | $11K | No change |
| AIG American International Group | 0.00% | 125 | $11K | No change |
| DVA Davita Inc. | 0.00% | 75 | $11K | No change |
| IHAK iShares Cybersecurity & Tech | 0.00% | 200 | $11K | No change |
| FHLC Fidelity MSCI Health Care | 0.00% | 165 | $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 | No change |
| SPOK Spok Holdings Inc. filed as SPOK HLDGS INC | 0.00% | 570 | $10K | No change |
| BBNX Beta Bionics Inc. | 0.00% | 680 | $10K | New |
| ARKK ARK Innovation ETF | 0.00% | 140 | $10K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.00% | 107 | $10K | Reduce -91.8% |
| SNY Sanofi-ADR | 0.00% | 200 | $10K | New |
| NLY Annaly Capital Management Inc. | 0.00% | 500 | $9K | New |
| 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 |
| FDX FedEx Corp. | 0.00% | 40 | $9K | Reduce -27.3% |
| MBC Masterbrand Inc. | 0.00% | 800 | $9K | Reduce -33.3% |
| FIDU Fidelity MSCI Indust Indx | 0.00% | 108 | $8K | No change |
| FDIS Fidelity MSCI Cons Discr Ind | 0.00% | 84 | $8K | No change |
| OBDC Blue Owl Capital Corp. | 0.00% | 500 | $7K | New |
| BAX Baxter International Inc. | 0.00% | 230 | $7K | No change |
| XRMMX Rvrnrth MGD Dur Muni Inc. filed as RIVERNORTH MANAGED DUR MUN I | 0.00% | 500 | $7K | New |
| PLNT Planet Fitness Inc. Class A | 0.00% | 61 | $7K | No change |
| FENY Fidelity MSCI Energy Index | 0.00% | 279 | $7K | No change |
| JNK SS SPDR BB High Yield Bond | 0.00% | 66 | $6K | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.00% | 48 | $6K | Reduce -94.3% |
| SIRI Sirius XM Holdings Inc. | 0.00% | 250 | $6K | No change |
| OKLO Oklo Inc. | 0.00% | 100 | $6K | No change |
| ALE Allete Inc. | 0.00% | 87 | $6K | No change |
| ETR Entergy Corp. | 0.00% | 66 | $5K | No change |
| VCR Vanguard Consumer Discre ETF | 0.00% | 15 | $5K | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.00% | 45 | $5K | No change |
| CLF Cleveland-Cliffs Inc. | 0.00% | 705 | $5K | Reduce -17.7% |
| TIP iShares Tips Bond ETF | 0.00% | 46 | $5K | No change |
| ED Consolidated Edison Inc. | 0.00% | 50 | $5K | No change |
| SHEL Shell PLC-ADR | 0.00% | 70 | $5K | No change |
| ENR Energizer Holdings Inc. | 0.00% | 217 | $4K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 378 | $4K | No change |
| DOW Dow Inc. | 0.00% | 151 | $4K | Reduce -85.2% |
| PARAA Paramount Global Class B | 0.00% | 300 | $4K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.00% | 15 | $3K | No change |
| AMPY Amplify Energy Corp. | 0.00% | 1,000 | $3K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.00% | 7 | $3K | No change |
| YELP Yelp Inc. | 0.00% | 90 | $3K | Reduce -69.0% |
| ICVT iShares Convertible Bond ETF | 0.00% | 33 | $3K | No change |
| IBMN iShares Ibonds Dec 2025 Term | 0.00% | 110 | $3K | No change |
| GERN Geron Corp. | 0.00% | 2,000 | $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 |
| MFM Aberdeen Municipal Income | 0.00% | 500 | $3K | New |
| NKE Nike Inc. Class B | 0.00% | 35 | $2K | No change |
| VTIP Vanguard Short-Term Tips | 0.00% | 45 | $2K | No change |
| PII Polaris Inc. | 0.00% | 55 | $2K | Reduce -43.3% |
| MAR Marriott International Class A | 0.00% | 7 | $2K | No change |
| DON Wisdomtree US Midcap Dividen | 0.00% | 30 | $2K | No change |
| SLVM Sylvamo Corp. | 0.00% | 27 | $1K | New |
| DJT Trump Media & Technology Gro | 0.00% | 70 | $1K | No change |
| FTV Fortive Corp. | 0.00% | 20 | $1K | No change |
| FANG Diamondback Energy Inc. | 0.00% | 7 | $962 | No change |
| IYR iShares US Real Estate ETF | 0.00% | 10 | $948 | No change |
| WBD Warner Bros Discovery Inc. | 0.00% | 72 | $825 | New |
| JCI Johnson Controls Internation | 0.00% | 7 | $739 | No change |
| WAB Wabtec Corp. | 0.00% | 3 | $628 | No change |
| HE Hawaiian Electric Inds | 0.00% | 50 | $532 | No change |
| CLNE Clean Energy Fuels Corp. | 0.00% | 187 | $365 | No change |
| EMBC Embecta Corp. | 0.00% | 1 | $10 | No change |